ValuePickr Forum

Some fundamentally good stocks for short term trading gains

1.TTK Prestige CMP 3249:- I think stock is closer to its support near 3200 . The stock will deliver good results in this quarter as festive season for last year was in september quarter and this year in december quarter.

2). Amara raja batteries CMP 242:- Stock has corrected I think it can go till 270 in 1-2 months.

3). Techno electric CMP 182:- Stock has again came to it’s lower range 180

4.Wockhardt CMP 1548 :- It’s currently consolidating it’s available at a PE of 9-10 FY14

5). JB chemicals.CMP 91.5

TTK at 3600

Amara raja at 285

wockhardt at 1700

Techno 188

JB chemicals 89

Going forward In my short term trading portfolio I am planning to add Colgate 1540 , Can fin homes 180 , bajaj corp 245

Disclosure long term and short term positions in all . Amount invested in short term bets is quiet low and hardly makes difference in overall returns but it’s done for thrill of proven right.

HDFC Bank is/was trading near its 50 dma. Added some to my core holding.

Excellent prediction Shashi Ji . Keep posting these observations.

HUL is at critical support level 514

Kotak Mahindra bank CMP 620 looks good as rate cut is coming

Credits - www dot moneycontrol dot com - i feel this also makes sense to post here

Deadly Dozen: Stocks that can give 18-44% returns in FY13
![2013/i/india_sensexhigh_image_slide_300_36425851.jpg|90x90](upload://2uJoMO8g8PvaWyyGqTqZGGKL1Qs.jpeg)

Brokerage house India Infoline Finance Limited has handpicked a dozen stocks based on the following criteria:

1. Domestic plays on rising affluence, consumption and investment themes
2. Scalable businesses
3. Competitive position with reach and pricing power
4. Strong balance sheets and healthy return ratios
5. Management track record and visibility on its continuance
6. Justifiable valuations

Check out the likely winners:

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![2013/b/bajaj_slide_90207117.jpg|90x90](upload://9BjVuCf9XLeanoZjokjytSAGoFJ.jpeg)

Bajaj Auto

Likely EPS growth between FY12-15: 9.6 percent

Likely FY13 Return on Equity: 44.9 percent

PE multiple (based on FY14 earnings): 16.3

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![2013/p/paints-brush_slide_300_90207117.jpg|90x90](upload://hyXyGtV9A0uNPDKGkOFe7uv1utj.jpeg)

Asian Paints

Likely EPS growth between FY12-15: 21.2 percent

Likely FY13 Return on Equity: 38.0 percent

PE multiple (based on FY14 earnings): 28.9

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![2013/h/havells_modular_switch_image_slide_300_90207117.jpg|90x90](upload://o5mnk2jiTFC2shogtdRhhwcahsQ.jpeg)

Havells India

Likely EPS growth between FY12-15: 20.1 percent

Likely FY13 Return on Equity: 37.1 percent

PE multiple (based on FY14 earnings): 14.2

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![2013/t/tcs_infosys_employer-300-250_90207117.jpg|90x90](upload://pKTqEZci4YRFLwihYDMbuBKc4bS.jpeg)

HCL Technologies

Likely EPS growth between FY12-15: 19.1 percent

Likely FY13 Return on Equity: 29.4 percent

PE multiple (based on FY14 earnings): 12.2

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![2013/p/pidilite_fevicol_image_slide_300_90207117.jpg|90x90](upload://jopDvxo0C0GiiZY7FFeuQKSuAHX.jpeg)

Pidilite

Likely EPS growth between FY12-15: 24.0 percent

Likely FY13 Return on Equity: 27.3 percent

PE multiple (based on FY14 earnings): 21.2

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![2013/m/marico_slide_300_250_90207117.jpg|90x90](upload://AeT7e5EF8JYIirMVF05S9nJMeKS.jpeg)

Marico

Likely EPS growth between FY12-15: 23.1 percent

Likely FY13 Return on Equity: 25.4 percent

PE multiple (based on FY14 earnings): 27.6

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![2013/b/banks_slide_11980054_90207117.jpg|90x90](upload://fxhBAetCiJgNe4MgaNYDoGOOLbN.jpeg)

M M Finance

Likely EPS growth between FY12-15: 26.2 percent

Likely FY13 Return on Equity: 23.6 percent

PE multiple (based on FY14 earnings): 10.8

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![2013/p/pharma-drugs_slide_300-250_90207117.jpg|90x90](upload://pF5SvXvCzND3dPm2HxAhsq4igAy.jpeg)

Sun Pharma

Likely EPS growth between FY12-15: 11.7 percent

Likely FY13 Return on Equity: 21.2 percent

PE multiple (based on FY14 earnings): 24.2

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![2013/h/hdfc2_dec30_26487790_90207117.jpg|90x90](upload://lrLQBSdAraciIcjeC52ZBv7CHRG.jpeg)

HDFC Bank

Likely EPS growth between FY12-15: 26.5 percent

Likely FY13 Return on Equity: 20.7 percent

PE multiple (based on FY14 earnings): 19.2

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![2013/z/zee_network_300_90207117.jpg|90x90](upload://oeI99ZrJPYGeHx2ULlMLIXUPxsE.jpeg)

Zee Entertainment

Likely EPS growth between FY12-15: 15.7 percent

Likely FY13 Return on Equity: 18.8 percent

PE multiple (based on FY14 earnings): 24.1

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![2013/e/exide_battery_300_90207117.jpg|90x90](upload://mCEhgTZ0lsZ2U2gLf8gVTMKGEu1.jpeg)

Exide

Likely EPS growth between FY12-15: 26.6 percent

Likely FY13 Return on Equity: 18.2 percent

PE multiple (based on FY14 earnings): 14.7

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![2013/k/kotak_mahindra_slide_300_87181048.jpg|90x90](upload://sioDUregwcrZIzpcdCb5Ilw4L1X.jpeg)

Kotak Mahindra Bank

Likely EPS growth between FY12-15: 25.7 percent

Likely FY13 Return on Equity: 15.5 percent

PE multiple (based on FY14 earnings): 17.7

some names coming to mind are as below, with brief rationale: 1). whirlpool - turnaround case. with preference shares to whirlpool inc fully repaid, co. can use cash generated (whihc is quite substantial) to grow business and perhaps even start dividend payments. Sales growth has been muted, but cost cutting has led to good profit growth. In H2 if company manages to post better sales due to festive/marriage season, stock could jump (although it has already moved from 200 to 270 in quick time). long term risk - very competitve market, mitigated by whirlpool’s products being atleast 3rd or 4th in each category. 2). sintex - core business while cannot be termed robust, is chugging along quite nicely. fccb is the overhang whihc is over. management seems capable of bringing the ship to order. 3). speciality restaurants - crude analysis only. net of cash on books, company is quoting at valuation similar at the time of listing (which was anyways not cheap). but stock had nice run up post listing, and has corrected. business has grown since then and prospects remain good. 4). Asahi songwon â I would request assistance of chartists here since I have seen repeated bounce backs from 70-odd levels, where the stock is currently at. Itâs a commodity business but something that has universal applications and they supply to marquee clients. Broadly ok financials.

sorry for the formatting. it looks fine when i am typing it. but it looks like the above when i post it. not sure what the problem is.