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3/30/08

Good stocks for a beginner

Sorry for the bad format below, but I had sent it out to members of another group. Recommend that you buy a bit of each company, and do it multiple times (i.e 20% of shares every 2 weeks over the next 4 months)......

REVATHI Revathi Equipment Limited Kukkuji Reco; Looking for more acquisitions; Doing RE partnership;

PUNJLLOYD Punj Lloyd Limited L&T Success Coming....strong order position and Investments in PSL and Ramprastha JV could add significant value;

PNBGILTS PNB Gilts Limited Kukkuji Reco

POWERGRID Power Grid Corporation of India Limited Power Hunger till 2012; Inv to pick up substantially from FY10 (> INR 100 bn annually) for 11th Plan; Telecom tower business to contribute ~8-12% by FY10;

524019 HYDRO S&S FI VIji Reco for LT

DLF DLF Limited Own Piece of India REIT; Focus on high-margin, non-residential segments (83%), this market leader (in terms of quality and size of land bank, execution capability, and brand equity) is insulated from slowdown;

CAIRN Cairn India Limited Big Oil Play based on 1) our above-consensus bullish outlook on crude prices, 2) its high leverage to crude prices, 3) lower execution risk in the Rajasthan development project and 4) potential for further increase in Rajasthan peak production level;

522108 YUKEN INDIA Kukkuji Reco; Machine tool sector to pickup; Global outsourcing story is intact; Better earnings ahead;

PRATIBHA Pratibha Industries Limited Kukkuji Reco for LT Prospects; Received the Certificate of Registration for its quality management system; Now fully geared to manufacture pipes for supply to the oil & gas segment;

HCC Hindustan Construction Co. Ltd Engg and Const Exposure is a must since India Infra needs it

JPASSOCIAT Jaiprakash Associates Limited Mega Play for Peanuts; Has value unlocking potential with regard to JP Power Ventures, awarding land to Jaypee Infratech and potential value from the Ganga-Balia Expressway, which would act as trigger;

532469 MATHER & PUM Kukkuji's Reco - Benefit by the fast growing pump markets in Asia and Eastern Europe where a lot of activity is taking place in waste-water treatment, municipal water supply and construction

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