Dear novice,infy will continue to maintain its topline figure in another few years even though there is shut down of many financial companies in US.... now the company is concentrating on outside US,that is very positive signal.... yes, as you said the bottomline growth may not be possible as the company has to go for aggressive marketing methods to penetrate into new markets.... so the margins will be under pressure,it has to stic to 15-20% margins in coming terms....

The main advantage for indian IT or export companies is weaker rupee,if the rupee srenghtens to its fair value of 30 against dollar in coming years.... as long as rupee presses down to lower levels intentionally,these IT companies will continue to enjoy by paying higher salaries.......

Present weakness in the market may pull down the stock to mentioned levels in the near term.... before bonus at around 2200 it could be a good buy.......

Bhel does have long term continueous growth.... whenever it comes to near 1500 during the rest of this calender year,investors may buy the scrip aggressively.... the delay /controversy on nuk deal may not hurt much this scrip in the medium to long term.... even in the election season,the scrip may not fall into prolonged bear grip.......

At around 750,tcs may attract value investors.... excellant stock in IT pack for investment at mentioned levels.... a real jewel in the tata group.......

Infy planning to grow outside the US in future which could be positive for its long term holders.... ofcourse the rupee is not in hurry to strengthen which helps a lot to its financials in the short term....

Pl note that infy is a one billion dollar profit making company at the moment.... it will continue to maintain its profits even in this global slow down situation....

So,the scrip may not fall more than 10% from present price even there are worst conditions in US financial markets....

Rupee strengthening only will be the villain for its investors in the long run.... otherwise infy is a gem in many matters.......

Dear emkay,the reliance has been weakest of front line stocks as you expected.... many market participants surprising of its falls in recent days.... weakness may continue for some more time.... thanks for sharing views on mmb.......

Buy ranbaxy at around 300 for value investment.... it is said to be fully valued at 375 after open offer....

Once the acquisition process will be over,they may tray to do market making with less floating stock....

The smart traders may enjoy in the band of 300-375 in coming days....

Warm reception to open offer by investors clearly shows bearishness in the counter in the very near term.......

dear marketman, Axon deal adds to the topline... but its effect on the bottomline is very limited atleast in the foreseeable future. So as far as the bottmline is concerned, hardly can it counter the effect of a US slow down. However the depreciating Rupee is a definite advantage for Infy in the coming quarters and it can propel the stock to better levels. As you rightly mentioned downside is very limited in the immediate future. But from a LT perspective of 3 to 5 years... one has to be very careful with these IT counters. regards...

At around 750,tcs may attract value investors.... excellant stock in IT pack for investment at mentioned levels.... a real jewel in the tata group.......

Infy planning to grow outside the US in future which could be positive for its long term holders.... ofcourse the rupee is not in hurry to strengthen which helps a lot to its financials in the short term.... Pl note that infy is a one billion dollar profit making company at the moment.... it will continue to maintain its profits even in this global slow down situation.... So,the scrip may not fall more than 10% from present price even there are worst conditions in US financial markets.... Rupee strengthening only will be the villain for its investors in the long run.... otherwise infy is a gem in many matters.......

you said religare will come down to Rs290 in two months, more than 2 months have gone. when i will come down or should buy now...

as far as your forecasts are conceren , you are always right every time partly or fully ,but larsen have major support at near 2500 ,so what are you thinking about it ? ...

This is just for your information L&T traded at Rs 2148/2231 on 1/07/08 and 3/07/08. All other days it was much higher than what you quoted.Your expectation of Rs 2200 may be after 25Th of November or ex date of bonus....

I will buy 100 from you on 2220 when it touches to 2200. :). Kidding aprart, would you please explain why do you think so. Last fall was up to 2260 when sensex tanked to 12K & with given range bound movement between 13.5 to 15.5, I don't forsee such eventuality....