I have 3 Laks to invest

EquityChamp wrote:My suggestion is to identify the value of the business and differences between the value of small pieces of the business.

For example look at the stocks listed under manufacturing sector. The value of these businesses are so high given current positive macro economic conditions including,
a)low interest rate
b)low energy cost
c)low inflation so higher disposable income
d)Positive new government policies

These are very good conditions for a sector like Manufacturing.
Just analyze and see companies like ACL, Kelani, Tyre, RCL, Central Industries, Alumex, GRAN, etc. All are trading at a significant discount to the industry.

Invest in JKH.
I have my reasons.

Slstock wrote:

EquityChamp wrote:My suggestion is to identify the value of the business and differences between the value of small pieces of the business.

For example look at the stocks listed under manufacturing sector. The value of these businesses are so high given current positive macro economic conditions including,
a)low interest rate
b)low energy cost
c)low inflation so higher disposable income
d)Positive new government policies

These are very good conditions for a sector like Manufacturing.
Just analyze and see companies like ACL, Kelani, Tyre, RCL, Central Industries, Alumex, GRAN, etc. All are trading at a significant discount to the industry.

Invest in JKH.
I have my reasons.

Why JKH in a falling market?

Slstock wrote:

EquityChamp wrote:My suggestion is to identify the value of the business and differences between the value of small pieces of the business.

For example look at the stocks listed under manufacturing sector. The value of these businesses are so high given current positive macro economic conditions including,
a)low interest rate
b)low energy cost
c)low inflation so higher disposable income
d)Positive new government policies

These are very good conditions for a sector like Manufacturing.
Just analyze and see companies like ACL, Kelani, Tyre, RCL, Central Industries, Alumex, GRAN, etc. All are trading at a significant discount to the industry.

Invest in JKH.
I have my reasons.

@slstock
JKH N or JKH W??

oh thank you slstock

Buy dollars, devaluation is going to happen. Reserves ar coming down drastically, they can't defend the rupee much longer.

surprise wrote:I have 3 Laks to invest for 4 months.please let me know what are the best stocks to invest.kindly provide your reasons as well. #jayawewa

Well if you are trying to enter now and investment time horizon is 4 months, my advise is to not to go for equity (stocks)! My reasons are:

• Currently the market is in a bit of a uncertain situation where the macro economic fundamentals are challenged very much. (e.g., CBSL is struggling with reserve levels coming down as a result of holding on to interest rates. If there wasn't a problem, they would not have gone for the Swap borrowing from RBI for very short term; There is considerable headwinds globally where there is USD outflow from the country, etc);
  
• Eventhough there is a new government, still there is uncertainty on their long term policy/plans going forward. (it is true there was a manifesto that UNP put forward, but given that they are going for an alliance with a UPFA faction it is difficult to gauge what type of policy action that will drive the economy for the supposedly 2 year alliance government). Further, the next budget is not too far off from today, I guess!
  

Especially, there is likelyhood that interest rates heading north, consequently there could be a market dip, potentially. 

Hence, for the short tenure of 4 months I would advise you to go for a fixed income instrument which is very liquid. Below is an account of some options available:

• Fixed deposit (one drawback is currently they are paying nothing for FD!)
  
• Unit trust (this is ideal as UT income is totally tax free also. Further, there are some liquid funds which are yielding some good rates given the current market conditions)
  

My personal fixed income investments are in open-ended income funds, to be specific at this place. [http://www.arpicoataraxia.com/our_funds.php]

If you want to double check, log in to this. [http://utasl.lk/wp-content/uploads/2015/09/New-Performance-2015-07.pdf]. so you can decide. 

But when you make a decision just make sure that the fund you invest in will provide immediate liquidity (because some funds will lock in your funds for at least a year) so that you can immediately pull out and go for equity when the market takes a positive turn. Also look at the fees they charge (go for the lowest). Some cmpanies charge front end fees and exit fees therby eating in to your investments. Also the level of service (obvious!) I met most of these with the guys at http://www.arpicoataraxia.com/our_funds.php

Hope this helps you in some way!

Good luck.

Great analysis /good food for thought,
Mr SLequityanalyst.

I would use the 100k to buy Seylan X now at these levels, and 50k for Hemas (hhl) and keep the rest 150k in bank interest bearing deposite for a good time in the future

This is my personal opinion only

Thanks

oh thanks friends

vic19 wrote:Great analysis /good food for thought,
Mr SLequityanalyst.

I would use the 100k to buy Seylan X now at these levels, and 50k for Hemas (hhl) and keep the rest 150k in bank interest bearing deposite for a good time in the future

This is my personal opinion only

Thanks

Happy to share thoughts. Also respect your own opinion. 

I actually bought SEYB.X and HHL.N prior to elections. But, now they are in red. Let's see.

Good luck

if only for 4 months. put an FD :-)

Watch....LFIN, SDB, GRAN, TAFL, BFL.
all shares will give you good return.

Didn't I tell buy dollars, nw its at 138 today

BUY SFL!

I bought JKH W22 and TESS Agro :-)

surprise wrote:I bought JKH W22 and TESS Agro :-)

Tess Agro long term,,,,wait some time....

surprise wrote:I bought JKH W22 and TESS Agro :-)

Are you going to subscribe JKH W22 ?

Agree with EPS im with same shares

yes I will

by surprise on Sun Aug 30, 2015 8:25 pm

I have 3 Laks to invest for 4 months.
----

I bought JKH W22 and TESS Agro !    

surprise ,

No need to wait 4 months. With W22 you have just 12 days to lose entire investment -or get a surprise return -.

I bought warrants after making my mind to convert it to normal shares if needed.TESS Agro targeting 4months returns

my opinion is when you have less than half million then you should buy just one stock to have maximum return. otherwise buying 4-5 stocks are wasting your money. if you buy LFIN or BFL or TAFL then you can have nearly morethan 15% safe return.

don't like chicken

Buy BFL as i told u before. 250 Plus with 3rd quarter financials.

BLI

fireshelter wrote: BLI

BLI  exit price 120/=

I lost 1 lak because of JKH warrants.eventhough I thought to subscribe, now I don't think it will be profitable.from tess agro I had a small profit.please help me to recover.

surprise wrote:I lost 1 lak because of JKH warrants.eventhough I thought to subscribe, now I don't think it will be profitable.from tess agro I had a small profit.please help me to recover.

 @ Surprise - JKH was clearly the wrong decision buddy.. 100k lost is 25% on your initial 400k investment. Now you have 300k, which means you need 33% return on 300k to bring you back to break even. 

This means you need a stock to yield at least 50% return. Most likely stocks are the chicken stocks. Potentially with one of BFL, GRAN or TAFL you can make even 100% gain over the next 2 months. 

Even though you don't like chicken, I presume you would like to recover your lost money?

surprise wrote:I lost 1 lak because of JKH warrants.eventhough I thought to subscribe, now I don't think it will be profitable.from tess agro I had a small profit.please help me to recover.

at that time you talked about 3k investment i bought tafl now i got nearly 25% gain. don't follow promoters. specially jkh and sfl sfl promoters. talk with ur broker. as all are talking abt chicken i got some profit from chicken. keep away from promoters.

easy, buy namal actuity units (navf.u0000)

oh I hold my nerves to sell JKH W22 with a small gain.thanks god.now I'm thinking to buy either SFL.P or CITW.N