morning thoughts..
The markets traded extremely volatile with a positive bias and now we move into a new and last expiry of the year.
Technically the markets are ought to be in action in last month of the year.
As traditional value investors, our judgment on stocks are typically influenced by the balance sheet strength and pricing power of companies. Even for companies that do not offer very reliable earnings visibility, we look at the asset based valuation to determine the upside. Thus, while we gauge valuations well, getting a firm grip on macro economic trends, such as commodity prices, is something that comes with decades of experience. And speaking of commodity cycles in particular, India has seen very few commodity booms and busts over the past two decades. Hence timing commodity bull and bear phases more accurately is something we are still working on.
Now, it is a proven fact that shale gas reserves are more expensive to mine and have shorter lives than other fossil fuels. China itself has not been able to leverage its vast shale gas reserves thanks to some structural bottlenecks. Hence America's shale gas production could temper global oil prices temporarily.
However, expecting oil prices to go lower for a prolonged period will result in economies staying unprepared for an eventual crisis, we believe.
Nevertheless one commodity that perpetually remains on our watch list is oil. After all, this commodity has more impact on not just India's economics but also politics than any other. And hence when the sentiments get too optimistic or pessimistic about oil prices, we try to make sure we don't get too carried away while factoring this into our projections.
Astrologically FIVE PLANETS OF ASTRONOMIC TRIANGULAR STRENGTH COMES IN LINE ON 1 DECEMBER 2014 AFTER 35 YEARS.
The markets traded extremely volatile with a positive bias and now we move into a new and last expiry of the year.
Technically the markets are ought to be in action in last month of the year.
As traditional value investors, our judgment on stocks are typically influenced by the balance sheet strength and pricing power of companies. Even for companies that do not offer very reliable earnings visibility, we look at the asset based valuation to determine the upside. Thus, while we gauge valuations well, getting a firm grip on macro economic trends, such as commodity prices, is something that comes with decades of experience. And speaking of commodity cycles in particular, India has seen very few commodity booms and busts over the past two decades. Hence timing commodity bull and bear phases more accurately is something we are still working on.
Now, it is a proven fact that shale gas reserves are more expensive to mine and have shorter lives than other fossil fuels. China itself has not been able to leverage its vast shale gas reserves thanks to some structural bottlenecks. Hence America's shale gas production could temper global oil prices temporarily.
However, expecting oil prices to go lower for a prolonged period will result in economies staying unprepared for an eventual crisis, we believe.
Nevertheless one commodity that perpetually remains on our watch list is oil. After all, this commodity has more impact on not just India's economics but also politics than any other. And hence when the sentiments get too optimistic or pessimistic about oil prices, we try to make sure we don't get too carried away while factoring this into our projections.
Astrologically FIVE PLANETS OF ASTRONOMIC TRIANGULAR STRENGTH COMES IN LINE ON 1 DECEMBER 2014 AFTER 35 YEARS.
MONTH OF DECEMBER IST WEEK USED FOR SEVERAL AUSPICIOUS WORK AND FULFILLING DESIRES.
BIG SURPRISE AND DECEPTION IN EQUITY AND COMMODITY MARKETS AWAITING.
USE THE PERIOD FOR LAYING THE BIGGEST FOUNDATION STONE FOR MUTLI YEAR AHEAD
.BIG SURPRISE AND DECEPTION IN EQUITY AND COMMODITY MARKETS AWAITING.
USE THE PERIOD FOR LAYING THE BIGGEST FOUNDATION STONE FOR MUTLI YEAR AHEAD
www.astroeyes.blogspot.in
FRIDAY WEALTH BASKET
CONVERT 15K INTO 35 K - BUY HPCL 600 CA
JACKPOT BUY BPCL
DOUBLE BUMPER BUY YES BANK 700 CA
BUY SBI , INDUSIND BANK
FII BUY STRIDES ARCOLABS
FRIDAY WEALTH BASKET
CONVERT 15K INTO 35 K - BUY HPCL 600 CA
JACKPOT BUY BPCL
DOUBLE BUMPER BUY YES BANK 700 CA
BUY SBI , INDUSIND BANK
FII BUY STRIDES ARCOLABS
Yesterday's calls sent
Gold Mcx - booked profit at 26150 - short from 26470
Silver Mcx - booked profits at 35680 - short from 36070
Crude Mcx - buy at cmp 4525 sl 4495 targets 4600 - hit sl
Advance Nifty - booked profits at 8537 - long from 8290
Convert 5k into 25k Bharti 380 pa - buy at cmp 0.30 sl 0.10 targets 1.25 - went 1.35
Double bumper Reliance capital 500 ca - buy at cmp 12 sl 9 targets 21 - went 23
Double bumper Lic 400 ca - buy at cmp 6 sl 4 targets 12 - went 11.75
Jackpot Strides Arcolabs - buy at cmp 749 sl 735 targets 790 - booked at 786
Fii Drl - booked profits at 3625 - long from 3470
Gspl - buy at cmp 109 sl 108 targets 112 - went 113.90
Dlf - sell at cmp 150 sl 151.50 targets 147 - hit sl
