winning stocks next week

Guys
for the moment do not bet on ESL as I heard from inside their last Qtr earning not good. I would suggest to wait till release of FIN and with panic selling for few days you can grab around 35+. Next qtr should be OK. Further with impending dissolution in next 2 weeks price will dip. Same goes for CFVF

Rates stedily dropping wait

Bonds are valued mark to market not accrued interest so CFVF would have losses on the 30 year bond because the year at 31st March was 11.60% whereas they bought it at 11.22%. On the other hand, ESL bought the bond at 11.94% and 12.11% thus having capital gains on the same bond.

I feel it's better to grab ESL and CFVF at 40s range for the short to medium term or to average as the future earnings look very much on the bright side due to dipping interest rates. For instance, in the current market the 2045 bond trades within a yield band of 10.75-11%. Also, ESL could have easily done some good trading in April to cover up whatever the losses they incurred in during the 30 year bond fiasco. CFVF on the other is quite active in the corporate debt market and their other small businesses would have performed quite satisfactorily.

However, there is substantial risk as there is no clear direction on interest rates at the moment.
Wait for financials if you don't wanna burn your fingers.

BRR,RFL,BOGA,BLI,SFL.P these stocks very illiquid counter at low price.

Just lookout for Thalawakelle and ELPITIYA plantations.

Senior Citizen wrote:Just lookout for Thalawakelle and ELPITIYA plantations.

It is good to see that you are going against other crowds. If we can study personality, mid and long term trend for these two, we should be able to gain bundle of capital gain. We also should study any rebound in global tea prices from the second half of this year onwards. This market has lot of winning stocks for all types of market players such as long term; mid and short term investors and traders. There could be lot of opportunities in this market such as turnaround in companies and industry, surprise earnings, undervalued opportunities and growth opportunities etc. As market is in the middle stage of current bull market, it is time to identify new winning stocks.

Good luck!

raider wrote:Bonds are valued mark to market not accrued interest so CFVF would have losses on the 30 year bond because the year at 31st March was 11.60% whereas they bought it at 11.22%. On the other hand, ESL bought the bond at 11.94% and 12.11% thus having capital gains on the same bond.

I feel it's better to grab ESL and CFVF at 40s range for the short to medium term or to average as the future earnings look very much on the bright side due to dipping interest rates. For instance, in the current market the 2045 bond trades within a yield band of 10.75-11%. Also, ESL could have easily done some good trading in April to cover up whatever the losses they incurred in during the 30 year bond fiasco. CFVF on the other is quite active in the corporate debt market and their other small businesses would have performed quite satisfactorily.

However, there is substantial risk as there is no clear direction on interest rates at the moment.
Wait for financials if you don't wanna burn your fingers.

is this legal to give internal information's ?

any way I think ESL doing well compare with CFVF.
I think ESL has Small gain for 31.03.2015 quarter. but 30.06.2015 will be supper quarters for this stock.

I dont think its fall to 35 level. bcz some people wants to collect that level thats why they try to create little panic. but Interest rates falling then no need to worry about Unrealized Capital Losses.

please give me your valuable ideas..

thenuwara wrote:Guys
for the moment do not bet on ESL as I heard from inside their last Qtr earning not good. I would suggest to wait till release of FIN and with panic selling for few days you can grab around 35+. Next qtr should be OK. Further with impending dissolution in next 2 weeks price will dip. Same goes for CFVF

ESL release Financial on last week of May.

that mean have to go another 4 auctions

now Annual T-Bil rate is 6.39
within another 4 auctions it fall bellow 6.00 level that means no Capital losses.
I dont think its create any panic at that time.
according to 31.03.2015 March maybe they have earn little profit.

but 31.05.2015 what is the situation. when they releasing Financial report. we have to think about at that time status. if idiots doing this trading business then we can see huge panic at that level.

everything is depend on next 4 auctions and and future auctions.

any idea.....

At different times, these interest rates speculation and interest rate management create profit and losses globally. Financial institutions are cyclical. In some situation, interest rates and credit could become two of the mass destructions in the world if players bet wrongly and if they mismanage. Every industry has risk and returns. We need to study seasonal effects to find out opportunities in the financial sector. No company can make above average profits almost all the quarters. We need to study long term trend for ESL rather than betting on one quarter. Good luck!

VALUEPICK wrote:At different times, these interest rates speculation and interest rate management create profit and losses globally. Financial institutions are cyclical. In some situation, interest rates and credit could become two of the mass destructions in the world if players bet wrongly and if they mismanage. Every industry has risk and returns. We need to study seasonal effects to find out opportunities in the financial sector. No company can make above average profits almost all the quarters. We need to study long term trend for ESL rather than betting on one quarter. Good luck!

Agreed.

these type of stocks have Cycles.

My Point is we are in Stock price uptrend Cycle. then we no need to worry about 31.03.2015 Financial Report.

Some one here said they have maid Minus profit for 31.03.2015 quarter report.
My point is if they calculate all account according to Financial release date or today. they don't have losses in financial report

have you got my point?

Add BLI , SFL , SFL.P also

Suddenly more Qty trading last two days with BLI.N after 5 month period

every time when more Qty trade then Price gone up Keep on Eye ,

BLI can go up more than 60/= this time .. still in low price

SFL.P also good

March, quarter results should be gain. Let's see. Someone is collecting around 40 to 43. He knows ESL touch 50 mark very soon. I also brought 18000 shares around 42.50. If it further down, that also good.

DPL,CDB,JKH,SEYB X

stockback wrote:

VALUEPICK wrote:At different times, these interest rates speculation and interest rate management create profit and losses globally. Financial institutions are cyclical. In some situation, interest rates and credit could become two of the mass destructions in the world if players bet wrongly and if they mismanage. Every industry has risk and returns. We need to study seasonal effects to find out opportunities in the financial sector. No company can make above average profits almost all the quarters. We need to study long term trend for ESL rather than betting on one quarter. Good luck!

Agreed.

these type of stocks have Cycles.

My Point is we are in Stock price uptrend Cycle. then we no need to worry about 31.03.2015 Financial Report.

Some one here said they have maid Minus profit for 31.03.2015 quarter report.
My point is if they calculate all account according to Financial release date or today. they don't have losses in financial report

have you got my point?

Once we buy stocks of a company, if we want to see real performance of that company at least we should see 5 years of performance. We cannot judge a company by studying results of one or few quarters. In this market as highlighted below there could be opportunities for different types of market players.

Value opportunities (those who invest on fundamentals are long term winners)
Growth opportunities
Turnaround opportunities (in the industry and individual companies)
Out of favour opportunities (When they start to become cash cow investors will make bundle of money)
Opportunities for speculators

Good luck!

We should see demand for another set of stocks next week and in this month. If we can identify next winning stocks in advance so much better.