Cement

With the MRTPC story doing the rounds, cement looks like an 'avoid' right now. Also, most of the results for the leading players in this space are out, and no great moves have been witnessed. However, the long term story of cement is intact and buying at lower levels definitely advisable. For instance ACC @ 800 levels would be a good keep in the portfolio. Similarly Mysore cements @40 levels looks decent.

Snippets

I think today is the day for this fall, more than 540 points down . What a virtual loss....but good to invest in..

Telecom

Software ITES

Pharma

FMCG

Banking

Banking sector is loosing its gas today. HDFC is down by more than 3.5%, so for short term this could be a good buy. A similar situation for ICICI Bank.

Engineering

Oil & Gas and Energy

Suzlon Energy is down today by close to 8 %. It would be a good time to invest in it and this stock is also performing well in the past year or so.

Metals

TISCO is looking at the downside. It could be a good buy around 700 levels, but no more than 705. For short and medium term TISCO is a good buy.

Media

PSU

Infrastructure

Auto

Nifty and Sensex

Sector Selection

Guys,

I would be shortly talking to you all personally regarding the concept and ideas behind starting this blog. Anyhow, in brief below are the points...

• Understand the India market, as we all invest and trade in the equity
• I hate to use this word but, we should be a Sector Matter Expert (SME)
• Each one of us would be selecting his favorite sectors, one or two, up to you.
• Share the knowledge with the remaining group, once a week or once a fortnight

We all follow the market, and by now we might have some idea on what is happening in the market and how to make money (kind of). Some of us already made some profits or in the process of making profits and losses. So it is very important to share this information by suggesting what is a right stock and what not etc.

Lets not just stick to what other analysts say and blindly follow. Let us have our own opinions...