You can get all my investment ideas here, I’ll followup all the recommendation given by me, so everyone can easily evaluate performance.

I will provide investment ideas on stocks to buy and hold for at least 6-month to 1 year time frame. will also tell you the factors on which i am recommending a particular stock to add in your portfolio.

-----------------------------------------------

10-Dec-2010 – My second pick in this turbulent market.

State Bank Of India

Investment Price – 2700

Target -  3500

Stoploss -  2450

With being the largest public sector bank and having the widest branch network, SBI stands to gain from growing wealth of Indian middle -class, Its CASA ratio (Current Account and Savings Account) stood at 47.8% which is one of the best in Industry and better then any private bank in the country. On the back of growth in CASA deposits, shedding of bulk deposits and higher yield on advances will result in improvement on NIM (net interest margin). Due to strong CASA with market share gains and high fee income, SBI’s core RoEs (return on equity) have improved over the past few years and is better then other public sector banks.

The worrying factors are mainly increase in Gross and net NPAs ( Non performing assets) with higher bad debt provisions along with provisions for pension liabilities would pressurize earnings in the near term and the hike in deposit rates without a corresponding increase in lending rate would further dampen earnings but these factors are only going to affect earnings growth in short term and looking at the current price, it seems that has been discounted by the market.

SBI’s Rs 20000 crore rights issue will hit the market next year. The government holds a 59.4% stake in SBI at present and to meet the expansion program and the business development and also the forthcoming Basel III requirements which IFRS will have, there is need of capital raising for SBI to continue its growth story. And with rights issue round the corner the price of SBI should go up as institutional demand will increase.

My Technical analysis in SBI suggest that it is a good Buy candidate right now as it looks correction is over and it has reached the price from where it should bounce back. although it is trading below the important moving averages and looking a bit weak in short term but long term charts are suggesting that till it hold above the 2480 mark, it will continue to perform with the market.

Please post your queries, comments and reply.

-----------------------------------------------

22-Nov-2010 – Here is my First Investment pick, The advise is based on Fundamental as well as technical factors.

| BHARTI AIRTEL |

Investment Price – 335

Target -  390

Stoploss -  305

Bharti Airtel has just crossed a landmark of 200 Million Subscriber worldwide and now it is the the 5′th largest Telecommunication company in the world, with earning pick up expected from African market with acquiring new brand makeover and with the roll out of 3G services in Indian market, i am very positive on earnings improvement going forward.
Technically the stock has broken out on the upside after a 3 week consolidation with all major technical indicators showing positive momentum and price structure is also looking very positive i am expecting the stock to touch levels of 375 in short term, but as always do keep a stop-loss of 305 to protect investment capital.