Stock Picking - Art Or Science: Performance Of Stocks Recommended

Report Card For September 2007

A New Comprehensive List

What a joyful ride it has been since I started this blog. Well! I know that I am a Richer and Happier man but did YOU follow my blog? It has been a relatively good year for Midcaps & Smallcaps and most of my recommendations are from Mid & Small Caps basket. I am a firm believer that Midcaps with good management and fundamentally strong Balance Sheet give maximum return over a longer period of time. My faith in Peter Lynch has been reinstated again and again.

It’s almost two years since I started this Blog and High Time to tweak the portfolio. Hence, The Comprehensive List has been edited with some Addition and Deletion. It also includes stocks recommended by me during the year.

3i Infotech 95.50 (Ex Bonus)
ABC India 47.75
Aditya Birla Nuvo 868.30
Adlabs 340.65
Aftek Infosys 115.65
Agro Tech Foods 125.10
Alps Industries 82.00 (Ex Bonus)
Amara Raja Batteries 38.60 (Ex Split)
Asahi India 120.00
Ashapura Minechem 220.00
Aztec Software 185.20
Balaji Amines 113.65 (Ex Bonus)
Batliboi 52.35 (Ex Split)
Bilcare 640.05
Biocon 493.75
VIP Industries 120.00
Centurion Bank 21.55
Clutch Auto 125.00
Crest Animation 141.10
Crew B.O.S. 172.30
Deep Industries 30.00
Elder Pharma 262.80
Emami 127.25
Encore Software 30.15
Entertainment Network India Ltd. 256.95
FCI OEN Connectors 407.55
Federal-Mogul Goetze (India) Ltd. 315.55 (Ex Right)
Flex Industries 101.90
Gateway Distripark 220.75 (Ex Bonus)
Genus Power 156.85
GHCL 140.00
Gillete 871.55
Gitanjali Gems 229.70
Greenply 94.75
Hikal Ltd. 351.40
Hind Org Chemicals 40.85
Hind Sanitary 105.00
Hitachi Home 87.00
Honeywell Automation 1,088.45
Hotel Leela 66.90
Hyderabad Industries 260.00
India Cements 221.60
India Infoline 162.00
Infomedia India 178.55
Inox 144.45
International Combustion 335.00
ITC Ltd. 142.00
IVRCL Infra 146.80 (Ex Split)
Jagran Prakashan 210.80 (Ex Bonus)
Jain Irrigation 243.00
Jindal Stainless 97.40
JK Cement 197.70
JK Paper 62.00
Jyoti Structures 67.15 (Ex Split)
Kajaria Ceramics 45.70
Linc Pen 40.05
Macmillan 368.95
Madhucon Projects 300.00
Magma Leasing 165.00
Man Industries 192.00
Medicaps 92.00
Micro Technologies India Ltd. 261.70
Mirc Electronics 21.90
Navneet Publication 58.00
NIIT Tech 125.10 (Ex Bonus)
Northgate Technologies 505.55 (Ex Bonus)
NRB Bearings 91.80 (Ex Split)
Orchid Chemicals 210.00
ORG Informatics 172.55
Pantaloon Retail 299.35 (Ex Right & Ex Split)
Patel Engineering 347.95
Pokarna Ltd. 166.75
PSL Limited 277.85
Punj Lloyd 210.00
R S Software 116.45
Rajshree Sugar 140.00
Ramco Industries 1,400.00
Ramco Systems 317.25
Ramkrishna Forgings Ltd. 142.50
Ranbaxy Labs 362.35
Ratnamani Metal 270.60
Raymond 403.95
Reliance Energy 483.55
Reliance Infra 293.80
Sangam India 67.10
Saregama India 226.60
Savita Chemicals 226.80 (Ex Bonus)
Shashun Chemicals 84.35
Shipping Corp. 162.85
Shriram Transport Finance Company Ltd. 136.75
Simplex Infrastructure 300.20 (Ex Split)
SKF India 304.95
South East Asia Marine 175.00
SPEL Semiconductor 21.05
Spicejet 82.45
SREI Infrastructure Finance Ltd. 63.25
Sterling Holiday 70.52
Suashish Diamonds 104.60
Subhash Projects & Marketing Ltd. 230.00
Surya Pharma 140.65
Surya Roshni 64.15
Suven Life Sciences 19.75 (Ex Split & Ex Bonus)
Tata Elxsi 262.00
Tata Steel 380.30
Tata Tea 723.90
Transport Corporation of India 55.80 (Ex Split)
TTK Prestige 127.45
TV 18 389.30 (You also got Network 18 after my Recommendation.. keep it)
UB Holdings 262.40 (Ex Bonus)
United Spirits 496.75 (You also got McDowell Holdings after my Recommendation.. keep it)
Usha International 290.55
Vadilal Industries 27.00
Viceroy Hotels 112.00
Voltas 103.50
Wockhardt 445.00
WS Industries 60.10
Yes Bank 68.55
Zicom 145.00
Zodiac Clothing 294.95

Besides, I am also tracking Aegis Logistics, LIC Housing, Marico, Southern Iron & Steel, Tayo Rolls, BL Kashyap, Sobha Developers, Parsvnath & Dolphin Offshore. These stocks can also be considered as my favourites, I am not recommending them at this point of time because I am not comfortable with the price at which they are trading. I sincerely urge all the visitors to do their homework thoroughly before buying any stock and if you feel comfortable then buy it. As I said earlier, I am not a good timer of market. Everybody knows that a correction is eminent, but when it will happen, nobody knows. I lost several opportunities in above mentioned stocks because I was waiting for a correction. All I can say is that the stocks mentioned above are good companies in good businesses with good fundamentals. Its the entry price I am not sure about.

Those who want a complete assessment of my recommendations may download this MS Excel File. Report Card.

HAPPY INVESTING

Labels: Comprehensive List, Multibaggers, Recommendations, Report Card, Stocks