Cash is King

Readers Hi,

The markets witnessed another bloodbath last week, with both the Nifty and the Sensex touching their lowest-ever levels in 2008.

Lowlights

・ Sensex 4.07% and Nifty 3.75% down

・ Inflation @ 11.05% Expecting it grow more before it stabilizes.

・ Sustained FII selling

・ Expect stringent monetary policies by RBI & Finance ministry to curb inflation

・ Crude is now hovering around $135. It can go both ways and we believe that it should touch highs before going down

・ Political uncertainty over Nuclear Power deal and allies blaming Congress for inflation

・ Mutual Funds NFO has dried up

Highlights

・ Normal monsoon expected � This would yield good product and should be able to curb inflation

・ Growth in personal and Corporate tax collection

We are expecting the market to be range-bound with a possibility of around 5-7% downside from here. We would suggest individual investors to start buying at regular dips with a long term view of atleast 6 � 9 months.

1) Share Recommendations Added

・ 2 Short Term Delivery Calls has been added. For our recommendations, please visit Delivery Calls of Market on the www.vjondalalstreet.com/marketshares.php

2) IPO

・ Somi Conveyor Beltings Limited

・ KSK Energy Ventures Limited

www.vjondalalstreet.com/ipoopen.php

3) IPO � Allotment Status

・ Bafna Pharmaceuticals Limited

www.vjondalalstreet.com/ipoallot.php

4) Mutual Funds

・ ING Latin America Equity

www.vjondalalstreet.com/mf.php

Happy Trading!

http://www.vjondalalstreet.com
Bus Naam hi kaafi hain…

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Disclaimer

All information provided is for informational purposes only, not intended for trading purposes or advice. Prior to execution of any trade, you are advised to consult your financial advisor to verify the accuracy of all information. We are not liable for any informational errors, incompleteness, delays, or for any actions based on information contained herein.

Market going through troubled times

Readers Hi,

The markets witnessed a bloodbath last week, with both the Nifty and the Sensex touching their lowest-ever levels in 2008.

Lowlights

・ Last week FII sold 3172 crores

・ Sensex 2.46% and Nifty 2.39% down

・ Inflation @ 8.75% is before the increase in the petrol/diesel/lpg price hike. Next week inflation numbers should be above 10%

・ RBI increases repo rate will lead to increase in interest rate

・ Crude is now hovering around $135. It can go both ways and we believe that it should touch highs before going down

We are expecting the market to be rangebound with a possibility of around 5-10% downside from here. We would suggest individual investors to start buying at intervals over the next 4 weeks with a long term view of atleast 6 � 9 months.

1) Share Recommendations Added

・ 2 Short & 2 Long Term Delivery Calls has been added. For our recommendations, please visit Delivery Calls of Market on the www.vjondalalstreet.com/marketshares.php

2) IPO

・ First Winner Industries Limited

・ Archidply Industries Limited

・ Lotus Eye Care Hospital Limited

・ Somi Conveyor Beltings Limited

www.vjondalalstreet.com/ipoopen.php

3) IPO � Allotment Status

・ Niraj Cements Structurals Limited

www.vjondalalstreet.com/ipoallot.php

4) IPO � Basis of Allotment

・ Niraj Cements Structurals Limited

www.vjondalalstreet.com/ipoboa.php

5) Mutual Funds

・ Lotus India Banking Fund

www.vjondalalstreet.com/mf.php

Happy Trading!

http://www.vjondalalstreet.com
Bus Naam hi kaafi hain…

To subscribe vjondalalstreet-subscribe@yahoogroups.com

You can also join the group with your mobile phone and get updates through sms. To subscribe SMS

JOIN VJonDalalStreet to 567673434

Disclaimer

All information provided is for informational purposes only, not intended for trading purposes or advice. Prior to execution of any trade, you are advised to consult your financial advisor to verify the accuracy of all information. We are not liable for any informational errors, incompleteness, delays, or for any actions based on information contained herein.

Another Dooms day/week in the making

Readers Hi,

Another Dooms day/week in the making. Expect Monday and the upcoming week a disaster in the Indian Stock Market.

Lowlights

· Last week FII sold 3500 crores

· Sensex and Nifty down 5%

· Hike in the Petrol/Diesel/LPG price

· Crude Oil kissed $140 and is expected to touch $150 by 4^th July

· Inflation above 8%

Rise in fuel price will lead inflation to touch around 10 - 12% soon. Technical's suggest further downside in the Nifty and Sensex. Government to impose tight monetary policy and we will have to learn to live with higher inflation price - both of which will adversely impact the economic growth.

All in all, it could be a tough time for equities in the immediate future.

1) IPO

· Avon Weighing Systems Limited

· Sejal Architectural Glass Limited

· First Winner Industries Limited

· Archidply Industries Limited

· Lotus Eye Care Hospital Limited

www.vjondalalstreet.com/ipoopen.php

2) IPO - Grey Market Premiums

· Avon Weighing Systems Limited

· Bafna Pharmaceuticals

· Niraj Cements

· Avon Weighing Systems Limited

· Sejal Architectural Glass Limited

· First Winner Industries Limited

· Archidply Industries Limited

· Lotus Eye Care Hospital Limited

www.vjondalalstreet.com/ipogmp.php

3) Mutual Funds

· Lotus India Banking Fund

www.vjondalalstreet.com/mf.php

Happy Trading!

http://www.vjondalalstreet.com
Bus Naam hi kaafi hain…

To subscribe vjondalalstreet-subscribe@yahoogroups.com

You can also join the group with your mobile phone and get updates through sms. To subscribe SMS

JOIN VJonDalalStreet to 567673434

Disclaimer

All information provided is for informational purposes only, not intended for trading purposes or advice. Prior to execution of any trade, you are advised to consult your financial advisor to verify the accuracy of all information. We are not liable for any informational errors, incompleteness, delays, or for any actions based on information contained herein.

MF, IPO & Shares info - 47/2008

Readers Hi,

We hate to say - I told you so and it did happen. I mean the downtrend was quite evident due to the various factors like Inflation, Crude Oil price, Weak Global economy, Congress now being a weaker govt, Left calling strikes and doing agitations against the price hike etc.

So what happens now. With the steep hike in the petrol/diesel prices, expect inflation numbers to kiss 10% soon, Commodity prices to touch new highs and Freight Rates would increase soon. This would cause more pressure on the economy and the already poor sentiments.

With the selection of Barak Obama as their Democratic presidential candidate, there would be some clarity in the US market. That might rejoice by a minor bounce-back. Crude oil getting down around $120 would also ease pressure and the sentiments.

Definitely avoid Auto and Auto Ancillary sector for now.

Nifty and Sensex has crashed around 5% in the last 3 days. There could be another 5% downside from here i.e. 4350 in the coming days is possible. Thereafter the market should improve slowly and steadily provided the Government does not topple down.

It could be a good opportunity to start buying/averaging quality large caps that have corrected drastically. Avoid speculating in small and mid-caps for now.

1) IPO
· Avon Weighing Systems Limited
· Sejal Architectural Glass Limited
· First Winner Industries Limited
www.vjondalalstreet.com/ipoopen.php

2) IPO - Basis of Allotment
· Anu's Laboratories Limited
· Gokul Refoils and Solvent Limited
· Aishwarya Telecom Limited
www.vjondalalstreet.com/ipoboa.php

3) Mutual Funds
· Lotus India Banking Fund
www.vjondalalstreet.com/mf.php

Happy Trading!
http://www.vjondalalstreet.comBus Naam hi kaafi hain¡­

To subscribe vjondalalstreet-subscribe@yahoogroups.com

You can also join the group with your mobile phone and get updates through sms. To subscribe SMS
JOIN VJonDalalStreet to 567673434

Disclaimer
All information provided is for informational purposes only, not intended for trading purposes or advice. Prior to execution of any trade, you are advised to consult your financial advisor to verify the accuracy of all information. We are not liable for any informational errors, incompleteness, delays, or for any actions based on information contained herein.

Anu's Lab & Gokul Refoils and Solvent - Listing Today

Two IPOs are listing today

• Gokul Refoils and Solvent Limited
• Anu's Laboratories Limited

For our listing strategy, please visit www.vjondalalstreet.com/ipogmp.php

Cheers

http://www.vjondalalstreet.com/

MF, IPO & Shares info - 46/2008

Readers Hi,

GDP for 2007-08 was at 9% and Inflation at 8.1%. It was expected that the inflation numbers would be above 8% and would hover around 7-8% in the coming weeks. However, GDP numbers at 9% were a pleasant surprise and hence the market did not crack.

After Congress loosing the Bangalore elections, Inflation numbers out of bound and crude oil surging like never before, the last week could have been worse. Having said that, we still believe that bears will take over bulls and we might see some more downside in the nearby future.

Be very cautious in taking long positions over small or mid cap companies. Unless there is a strong news and results behind, do not take long positions of large caps as well. We believe there will be better opportunities after the government does the hike prices in petrol/diesel.

There are rumors that the government might put one time charges/taxes on Reliance Industries, Cairn India, etc like private oil exploration companies to combat the high crude oil losses for the refining companies.

Indian Rupee Vs US $ might move around 42-43 in the short term.

Overall the sentiments are low.

1) Share Targets Achieved

Investment Type	Company Name	Date Added	Target Achieved	No of days	Reco Price	Target Price	Peak Price	% Gain	Annualized % Gain
LT	HCL Technologies	20-Aug-07	30-May-08	284	300.80	361	324.30	7.81	10.07
LT	Divis Laboratories	12-Mar-08	30-May-08	79	1335.85	1600	1495.10	11.92	55.22
LT	Dr Reddys Lab	18-May-07	30-May-08	378	666.30	800	720.00	8.06	7.80

Keeping in mind the uncertainty in the market, we have done profit booking.

www.vjondalalstreet.com/marketma.php

We have started covering Results & Dividends declared in our blog. We have also started a Beginner's Guide for Newbie's benefit. http://blog.vjondalalstreet.com

2) IPO

· Avon Weighing Systems Limited

www.vjondalalstreet.com/ipoopen.php

3) IPO - Grey Market Premiums

· Avon Weighing Systems Limited

· Bafna Pharmaceuticals

· Niraj Cements

· Anu's Laboratories Limited

· Gokul Refoils and Solvent Ltd

www.vjondalalstreet.com/ipogmp.php

4) Mutual Funds

· Lotus India Banking Fund

www.vjondalalstreet.com/mf.php

Happy Trading!

http://www.vjondalalstreet.com
Bus Naam hi kaafi hain…

To subscribe vjondalalstreet-subscribe@yahoogroups.com

You can also join the group with your mobile phone and get updates through sms. To subscribe SMS

JOIN VJonDalalStreet to 567673434

Disclaimer

All information provided is for informational purposes only, not intended for trading purposes or advice. Prior to execution of any trade, you are advised to consult your financial advisor to verify the accuracy of all information. We are not liable for any informational errors, incompleteness, delays, or for any actions based on information contained herein.

MF, IPO & Shares info - 45/2008

Readers Hi,

Till date we have recommended 332 companies

220 companies have achieved and excelled over their targets

61 companies have given profit in the range of 100 � 500% from our recommended price

Start Percent End Percent Number of Companies 0 10 73 10 25 73 25 50 64 50 75 36 75 100 22 100 200 42 200 300 11 300 400 4 400 500 4

www.vjondalalstreet.com/marketma.php

1) Share Targets Achieved

Investment Type

Company Name

Date Added

Target Achieved

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