I thought I can take things a little easy, especially after the markets started showing strength, but I was forced to take a few selling decisions in the recent past. My quest for a new stock is still unfulfilled. Am still looking at Hind Lever to pick it up at lower levels. I though I could wait for the results. What say guys? I could use some help from you guys! Do you think Hind lever could be the stock for the future? I know it is one of those boring stocks. But whatever happened to those good old fashioned fundamentals like "zero debt","positive cash", "strong brands", "huge dividends", etc. Come on guys!, help me out on this one!!

March 2010 seems to be breeze. While all the talk about rising food prices and inflation is going on, the market seems to ignore these indicators. The global markets are slowly gaining confidence and March advance tax figures too have been encouraging!
Amidst all this, I feel if there are some profits to be taken off the table, this would be the best time. Come April and fund houses will churn portfolios and prices will see more valatility. One bad quarter will see earnings downgrades from various fund houses. I think April and May could be boring times for the market. The absence of trading opportunities may bring down volumes. As for me I am looking at Hindustan Lever with rising interest. But the question is, should I pump in more cash or replace another stock in my kitty. While I still make up my mind, anyone got better ideas?

We are now at 16000 sensex after scaling 17500. The media is heating up to the budget 2010. I think this time, the expectations from the budget are quite low, since the RBI has sent clear signals towards tightening of liquidity. The stimulation package worked well all thanks to the RBI and the finance ministry. At that time, it was probably the only solution to the looming crisis. Now the banks have started to become aggressive at selling their auto, home and other retail loan products. True to their style, the banks have started to lend the umbrella when the sun has started to shine! Now they are faced with CRR hikes and withdrawal of cash forwarded to them earlier by RBI, which for some strange reason, they never lent to their customers. Anyway, in a nutshell, it means that we will see markets a little boring in the near future. I think it augurs well for the markets and I also think markets will continuously look for reasons to move upwards, now that the business climate has regained some of the confidence led by auto companies. So friends I am always on the lookout for bargains! What about you? Have a look at those beaten down telecom stocks! Do you see any opportunities?