|
|
|
|
|
| HOME | CHAT | TRANSCRIPTS | |||
|
THE CHAT ROOMS
|
'A new bull market will have new leaders'Ramesh S Damani doesn't expect the popular infotech stocks of the 1999-2000 rally to touch their earlier levels. luminosity : I have shares of Usha Beltron and Usha
Martin. Should I hold or sell them? Also, what would you advise for Mah and Mah
at these levels? Shah : hello Mr. damani , Good Afternoon, so whats your price target for CMC. I know you feel in long run it can have a profit of 80 crores ie EPS of 60 Ramesh : I think you will see a bid for 650-700. It will tend to do well after it is privatised Shah : Mr. Damani , who is the next likely divestment candidate Ramesh : Dredging, Engineers, BEML are all potential candidates Shah : Mr. damani , do u track Engineers India Ltd? Anyways whats ur take on that? Ramesh : Yes. If privatised it is a good value ketan : sir,please give your views on Indo Gulf at current price of Rs 52 Ramesh : Technically it looks okay manishbabla : hello rediff is he online for some questions Ramesh : Hello Guys Maltesh : Sir, when you value the stocks do you use discounted cash flows or discounted future earnings? Which is better? Ramesh : I like to look at market cap first. KRACHH : SIR,PLEASE GIVE YOUR VIEW ON SHIPPING CORPORATION OF INDIA AND NEYVELI LIGNITE Ramesh : Both look good especially Shipping Shah : if u have to rate dredging, engineers and BEML what is your order Ramesh : Eng, BEML and Dredging Shah : Mr Damani, KODAK is dormantly moving up, whats cooking there? can i enter at MP Ramesh : maybe a buyback on Kodak KRACHH : SIR,PLEASE GIVE YOUR VIEW ON JK CHEMICALS Ramesh : Don't know much about it abu : Mr Damani do you think Saw Pipes or Jindal Steel are could I pick at these levels ? Ramesh : I dont follow these co's manishbabla : will the market support shares as it had done in the last year Ramesh : I think so. Leadership will be PSU KRACHH : PLEASE GIVE YOUR VIEWS ON STERLITE OPTICAL Ramesh : Neutral at the current time Maltesh : What are the methods you use to value internet stocks? Ramesh : If you come up with an answer you get an F anil : is SAIL worth picking up at current market price Ramesh : I am not positive on the Steel industry manishbabla : will IT stocks get back to the earlier levels, specially himachal and pentamedia graphics Ramesh : Looks tough. A new bull market will have new leaders lumine : Any idea why DSQ was so much in demand today? Ramesh : No particular reason Maltesh : That's nice :) but would it not be possible to value them on the basis of 'eyeballs'? Ramesh : I doubt it. You need real cash earnings KRACHH : SIR,IN THE LAST CHAT SECCION I UPDATED YOU WITH THE RESULT OF MAHINDRA & MAHINDRA. PLEASE GIVE YOUR VIEWS AT THE CURRENT PRICE OF RS.172 Ramesh : They are struggling on the auto business. MBT is causing the excitement lumine : What are your views on day trading? Ramesh : Best avoided manishbabla : what do you think of shares like ranbaxy in future and their price levels Ramesh : It's in a trading range. Its market cap is pretty expensive mvr : sir, pl. tell me satyam will cross 500 mark Ramesh : i am an analyst not an astrologer Maltesh : Which are the good companies to work in India as an Investment Analyst? Any idea as to the pay scale? Ramesh : Try co's like DSP, Credit Lyonnais HSBC. Analyst could start at Rs 20,000-25,000 a month anil : what are the good picks in cement sector: can you rate the following in order of preference: ACC, GUJARAT ambuja, L&T, INDIA CEMENT, GRASIM Ramesh : all of them are good. Grasim looks like having substantial speculative interest KRACHH : SIR,WHAT IS COOKING AT TELCO Ramesh : Rumours of buyback and right issue. Why would anyone subscribe if they dont hive off Indica KRACHH : PLEASE GIVE YOUR 3 PICKS AT THE CURRENT PRICES Ramesh : Read through the transcripts Maltesh : What do you feel about the service industry, like courier companies, after email and e-law came into force? Ramesh : I am bullish on courier and logistics companies. KRACHH : SIR,PLEASE ADVICE ON KOTAK MAHINDRA Ramesh : I am impressed by them. Uday is a good manager KRACHH : SIR,THERE IS NO DOUBT THAT UDAY IS A GOOD MANAGER. BUT THE STOCK PRICE DOES NOT REFLECT THAT, CAN YOU POINT OUT WHY? Ramesh : It takes time. Rome was not built in a day. lumine : I have tried to find your transcripts on the site but am unable to Ramesh : ask the site manager. mvr : which are the tech/telecom stocks currently useful to buy Ramesh : VSNL and MTNL obviously Maltesh : Courier Industry - bullish? Even when I can transfer important documents on the net with the backing of the law? I felt the courier industry may decline over a period. Ramesh : Remember e-commerce. How are you going to get the shirt, or part on the internet. RShah : if privatsied which indian co may be interested in Engineers Ramesh : Other than Reliance all Indian co's have not realised the value of this process. They are sleeping, pradeeprb : pls advice on IQ Infotech shares which were recently floated in the market Ramesh : Have not followed it Maltesh : Why is Parekh Platinum so volatile? Every year it has two bull periods and two bear periods. Ramesh : I dont follow that RAG : Hi Ramesh Ramesh : Hi RShah : do u feel reliance will bid for all PSU's - CMC , vsnl , engineers , ipcl , brpcl , hpcl , ibp Ramesh : Some of them partcularlyVSNL, CMC and IBP Jiten : Good afternoon sir, U have been an ardent recommender of CMC for years now...what do u say now..after the govt. issuing an invitation bid...any steam left.. Ramesh : I think so. It is reason to celebrate. The public is going to be surprised how much money is going to be raised anil : CENTURION BANK is coming with RIGHTS at a premium of Rs 2. is it worth applying. is it ripe for merger &acquistion. can it increase shareholder value. Ramesh : I think so. RShah : what is the fair price for engineers once privatised Ramesh : Significantly higher than current price raman : What u feel about govt privatising VSNL and no of few players coming forward for it. Ramesh : They will. Just be patient RShah : do u think bechtel and all may be interested in engineers Ramesh : Sure they would. Great entry into India Seshu : Why does TISCO scrip never goes beyond 170 even at the best times? Ramesh : these businesses are commoditised Swami : Last week I asked about Indo Gulf, Now, suddenly the price goes up with heavy volumes. What couild be the reason ? Ramesh : it's called a technical break out RShah : mr. damani , why is moser not moving up Ramesh : Give it time Maltesh : When will internet trading pick up in India? Ramesh : It will take another few years sunil : Good afternoon Sir, your take on leading tech stocks like Wipro, Infosys and NIIT till budget? Ramesh : all three are good picks in the tech sector pradeeprb : do u think the recently floated shares of IQ INFOTECH r worth applying 4? Ramesh : I have not read the prospectus. Sorry anil : will you advise the strategy of SELL before budget and BUY after budget this year. Ramesh : Buy and Hold good stocks black : Is Andhra Bank's IPO a good buy? Ramesh : Not really kumarpvn : should I buy shipping corpn. Ltd and IFCI ltd at current price. Ramesh : avoid IFCI manishbabla : MY QUERY IS JUST ONE, I.T. SHOULD WE SELL IT,HOLD OR AVERAGE Ramesh : Hold the good ones. Maltesh : Sir, Which stock do you think is currently underpriced for no reason Ramesh : Still psu shares subramanian : Hi Ramesh,I Repeat my question......Is silverline and ranbaxy a Good buy at current levels Ramesh : I am not a bull on those stocks Mahendran : What about HCL Tech, I am holding at 750. Is it worth? or sell at this level itself. Ramesh : I would wait for some more Qtrly results raman : Do u think it is neccessary to privatise profitable company like VSNL instead of giving them free hand. Ramesh : Yes. Yes. Yes. Sam : Will we come close to those prices at which we got into those second rung software companies like Vakrangee Softwares and Datasoft Applications? Ramesh : I doubt it. Story over. Music has stopped playing but people are still dancing. pankaj : mr.damani,what do you think is the main reason for the sudden pessimism in the infotech industry after the burst of the bubble (i mean the second round ) Ramesh : valuation had become excessive suganeetm : I brought IDBI during IPO. Should I hold or sell Ramesh : I would sell it. subramanian : IS NIIT A GOOD BUY Ramesh : i like it Atul : Hello Mr. Ramesh, Is is necessary to have a DEMAT account in order to sell shares? Ramesh : Yes. prasanth : dear mr. damani, i bought hfcl 50 shares @rs 1286/- 10 days back, what should i do now. please advice Ramesh : prasanth be careful with all momentum stocks. They are volatile Swami : Is great eastern advisable to buy now Ramesh : Shipping Corp looks better Jiten : How is Indian rayon, Moser Baer, TNPL, Punjab tractors and Swaraj Engines.. Ramesh : They will do well in the current environment subramanian : Is Global Tele and Himachal risky investment Ramesh : very volatile anilbarc : padmini tech. ???? Ramesh : avoid hareshsnarang : Sir,What do you think is the future of IT stocks? Will they come up or they wont? Ramesh : The good ones will. For sure raman : Is it possible to contact you other than here Ramesh : unfortunately No mikku : mr.damani,is rel.petro a good buy at 65? Ramesh : It's expensive pankaj : do u think the next boom could come as a mixed bag with cement psu's and the banking sector?? Ramesh : Generally only one sector leads.I believe it could be PSU kumarpvn : Sir, what is the reason for a sharp rise in the price of SAW Pipes. Will it continue? Ramesh : Big orders I hear. vanarun : rameshji good evening Ramesh : Good Evening mandy : mr. damani what about TATA Honeywell?? why it is not rising? Ramesh : I am trying to follow it. Let's be patient Rajeesh : Mr.Ramesh, how does Zee look at current levels. Ramesh : Still looks expensive sunny : what about ril? Ramesh : You have to respect the price movement suganeetm : What do you think of Hughes Tele.com shares Ramesh : Long term it may be interesting jonya : Dear SirWhat is your opinion about DSQ Soft they have baged $175M US contract will the price go up or down Ramesh : Mgmt qualities are not the best in the market vanarun : i purchased bajaj auto at 330 can i get back my investment Ramesh : Sure at some time vj : I have bought 300 ZEE @ 650 & stuck, what is ur advice on this?? Ramesh : I am not bullish on ZEE Rajeesh : Mr.Ramesh, does Silverline have any steam left still!! Ramesh : Not fundamentally Swami : You asked, what do your mean by technical break out, advisable to buy now Ramesh : breaks a price level kk : Ramesh, What are your views about Engineers India Ltd. Ramesh : Bullish. See earlier answer Jiten : will it be advisable to go short on ITC...with the govt. banning the Sports ads by Tobacco companies Ramesh : No. ITC is a cash machine bucksoff99 : is ketan parekh out of hfcl Ramesh : No idea Rajeesh : Mr.Damani, why is Infosys looking weak for such a long time, not crossing the 7000 mark??? Ramesh : They need an acquisition kumarpvn : should i buy the aztec software Ramesh : keep an eye on it manishbabla : BUY MTNL FOR A MONTH Ramesh : You could. Thanks for all joining in. See you next week. Bye Join the Ramesh S Damani chat every Tuesday at 1600 IST. ALSO SEE:
|
||
|
HOME |
NEWS |
BUSINESS |
MONEY |
SPORTS |
MOVIES |
CHAT |
INFOTECH |
TRAVEL SINGLES | NEWSLINKS | BOOK SHOP | MUSIC SHOP | GIFT SHOP | HOTEL BOOKINGS AIR/RAIL | WEATHER | MILLENNIUM | BROADBAND | E-CARDS | EDUCATION HOMEPAGES | FREE EMAIL | CONTESTS | FEEDBACK |
|||