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78. Sreedhar  Jan 27, 2011 8:10:07 PM IST Reply


Dear KK DON & Ravi4561,
I have clearly mentioned 239 as stop loss.Even when I was not present I took care to inform the board abt 239 stop loss through one of my friend.Today's closing was 226.Next Qtr Management has said they will deliver 10 Cr profit compared to 3 cr profit yoy.That was the reason why it came up all the way from 197 to 226.It is a great long term story.I gave the call for shortterm with 239 as stop loss.Long term its excellent buy.
You have 2 choices if it comes to 230-235 you can get out or if you wait long term you will easily see 300.Jubilant food works crashed to 250 after one such results & shot up to 600 after few qtrs results.
with today's lifestyle fitness is being utmost priority & most of our city bigwigs train at Talwalkar's.Call is yours.
77. Ravi, Bangalore  Jan 27, 2011 7:46:26 PM IST Reply


59. Babeinthefield

Reliance (944)

I would like to buy at 840.

Result is tad-below expectations. Now, their full year EPS is Rs 60. This gives them a P/E multiple at 944 is 15.71x.

Other positives expected in the future:-

1) Turning around of subsidiary Reliance Retail

2) Power Ssector Foray-

Most power companies which don't even have a plant operational trade at 2x book. So, their cash investments can easily add double the value.

3) Telecom Sector Entry-

It might be slow and not much revenue expected.

4) Shale Gas Assets-

This might be the biggest value adder to Reliance. All the analysts are against their acquisition of Shale gas assets and which should add further value.

5) Cash and cash equivalents of Rs 31,000 crore and increasing approximately at Rs.5,000 per quarter. A great resource for them to enter into other sectors.

Debt stands at Rs 70,000 crore. Debt is large but for a company of the size of Reliance, it is not much. Annual profit of Rs 20,000 crores so the debt is tolerable. But, it will increase in the future.

The above informations are based on various brokerage-house reports. However, I have reservations for very long-term. It is better to buy during extreme oversold situation & get-rid of it during bounce-off. I donít like the idea for very long-term.

It is already a very very big company. At present, Reliance forms around 5% of India's market capitalization. If I assume that Reliance continues to grow at 15% for next 30 years and the market continues to grow at 10%, Reliance will form 22% of the market in 30 years. That seems like an improbable scenario for a developed economy (assuming India will be a developed economy in 30 years). There is a limit to which companies can grow. No company can outperform the economy forever. A company that can outperform the economy forever will one day become bigger than the economy and that isn't possible.

In all, three major segments that Reliance is present - Refining, Oil & Gas and Petrochemicals, it is the market leader. Reliance can grow in future, but it can't grow bigger than the market.

It will be a different case if Reliance again discovers a large oil and gas reserve, but I wouldn't like to speculate about it.

My personal opinion is that in the next 20-30 years, Reliance stock, at best, can be a market-performer and nothing more.
76. KK Don  Jan 27, 2011 7:08:36 PM IST Reply

Dear Ravi,

Result is not as per exception, so I think we should book the loss.
what you say???

Dear Sreedhar,
Waiting for your advice
75. IPO/STOCK GURO  Jan 27, 2011 6:53:26 PM IST Reply


Market may ak kahawat hi, retails/small investor market may 95% lose uthata hi, kiyoki market jab high pay hoti hi to woh buy karta hi jab low pay hoti hi tab sell karta hi, ab ipo ko hi lay lo sub discount pay chal rahay hi phir bhi oversubscribe ho rahay hi.
74. Ravi4561  Jan 27, 2011 5:19:52 PM IST Reply


Many of boarders are still holding Talwarkars, please advice us that should we hold this stock or book the loss?
73. KK Don  Jan 27, 2011 4:17:22 PM IST Reply

Dear Sreedhar,

I am still holding Talwalkars@235. Should I book the loss OR wait? Please advise me...
72. sojourn  Jan 27, 2011 3:28:38 PM IST Reply


Dear KKDon
What is your take on it.I have not yet done panic selling.
71. Vishal R  Jan 27, 2011 3:19:40 PM IST Reply


Dear Friends,

As today january series will expire, I would like to know whether FII's shorts on nifty future covered(expired) or rolled over to feb series?

71.1. Vishal R  Jan 27, 2011 3:54:53 PM IST


The information I need just to know FII's trade on index future in whole feb series.

I will inform borders about FII's trade if heavily long/short created on index.

70. m viswanadham  Jan 27, 2011 3:16:57 PM IST Reply


Mr.AM ( 70)
good co-ordination between you guys...thanks for your timely TALWALKAR's. thank you mr.sreedhar for taking care ur friends.
69. KK Don  Jan 27, 2011 3:04:58 PM IST Reply


Talwalkars @210 But it as much you can

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