A Year for Selective Equity ~ Diwali 2011 to Diwali 2012 ~ Continue to Stay Selective rather than play the Indices and stay Long on Gold too !

A Year for Selective Equity ~ Diwali 2011 to Diwali 2012 ~ Stay Selectively on course for Diwali 2013 

DIWALI 2011

October 26,2011

DIWALI 2012

As we Approach it on November 13,2012

% Movement in a Year

Sensitive Indices

November 9,2012

Sensex

17289

18684

8

Nifty

5202

5686

9

Selective Equity

L & T Finance

51

64

25

Tata Global Beverages

85

170

100

Gold  US $/oz

1800

1730

(4)

Gold has been Flat for the past One Year yoy  as Europe Capital continued it’s flight into US Treasuries in 2011 and 2012  and supported the US $  ~ but 2013 it should resume it’s march into record territory over US $ 2000/oz 
Indian Sensitive Indices too were largely range bound and it made little sense to play them ~ 2013 may not be much different
The Strategy as recommended strongly last year was to be bottom up selective in Stocks ~ two of my favourites from 2011 and recommended more than once strongly to clients were L & T Finance Holdings and Tata Global Beverages ~ and they have not disappointed with the later surging 100% in a year and L & T Finance beginning to surge recently  and is up 25% from last Diwali 
Continue to Stay Selective rather than play the Indices and stay Long on Gold too !  

2 thoughts on “A Year for Selective Equity ~ Diwali 2011 to Diwali 2012 ~ Continue to Stay Selective rather than play the Indices and stay Long on Gold too !

  1. Happy Diwali n new year to u and ur family sir! Tata Global Bev doubled frm last year..happy for tht coz i had also selected tht stock in ur online competition. But sad part is i got out of it at 120 and had a plan to again buy at low price..but missed the bus. Still wil buy it soon now 🙂

  2. Warmly reciprocate Seasons Greetings to you Shahzad ~ yes I am ware of your penchant for Tata Global in the TAP GAP Series last year ~ great selection ~ but you took the train to Ahmedabad from Mumbai Central and got off at Borivali ! ~ Need to revive the TAP GAP Series ~ had encountered a problem with Couriers unwilling to carry the prize hamper to winners around the country ~ Cheers

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