@jshah, I dont track tata motors but at some point of time it could be an interesting contra bet. Currently it seems to be in a downtrend. Even with market hitting all time highs the stock seems to be going down which should tell us something.
@zulfi, Hawkins does have a chance of redeeming itself if it can return to growth path. It has disappointed investors since a long time bcos there hasnt been the consistency expected out of a consumer product company. On first look it looks like a company any idiot can run. I cant figure out why management cant achieve growth. In its case its futile to be too optimistic and project rosy numbers. Its always prudent to be conservative in making assumptions in case of hakwins.
@arvind, I dont track Sanghvi movers. Take has seemed interesting since a long time. The only problem I have is the kind of serial acquisitions the company has been making. And it hasnt had a glorious track record of making acquisitions work. So we need to see how it goes ahead. In the immediate past it seems to have done well.