Review of Hotel Leela Ventures Ltd:

The script was recommended on 01.12.2008 at Rs. 15-17/- is currently quoting about Rs. 46/-, i.e., a return of almost 200%.
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Canfin Homes: Currently quoting around Rs. 85/- against the project Book Value of Rs. 138/-, the stock is a subsidiary of Canara Bank Ltd. It is under accumulated phase and likely to go upto Rs. 110/- to 150/- in next 3-12 months time. In the longer term it is likely to go up to Rs. 180/- in next two years time giving a return of approx. 100% or a compounded return of 42% p.a for the next two years. One may keep in mind that this stock is a slow moving stock and therefore the time frame given above may or may not be adhered to.
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Review of Stock Ideas:

Indian Overseas Bank: Recommended at a price of Rs. 84/- on 17.8.09 and as predicted, it has moved to Rs. 120/- in just two months time, giving a return of almost 45% in two months time. hold on to the stock for multibagger gains in near future. It is likely to consolidate now in the range of Rs. 110/- to 130/-. and then move to Rs. 150/- to 180/- range in next six months time.
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Crisil Ltd:Current Market Price is Rs.3950/-.As recommended and predicted on 21.11.08, the stock has moved to a price range of Rs. 4000/-. The stock has given a return of over 70-80% in just 10 months period. Hold on to the stock.
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Review of Stock Ideas:

Henkel India: Ever since 17.7.09 @ Rs. 19/-,we presented this idea the stock has been moving up and has recently made a new high if Rs. 33/-. It has given a return of approx. 73% in just 2 months time. The trading volume has also multiplied 9 to 10 times indicating some informed buying. We recommend to hold the stock further for longer period of time for multiple gains.
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Coal Linkages to Ultra Mega Power Projects in India.

Recently, GOI has decided not to allocate coal source to new UMPP's in view of high shortage of coal supply to existing stations. Therefore, in future new UMPP may have to link coal supply from Imported coal sources only. This may further slow down the capacity addition in India and may lead to GDP growth of lower than 9-10% p.a. But, it opens up large scope for coal imports from Indonesia, Australia, Kazakhstan etc. and big business opportunities for shipping, logistics and trading organisations.
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TWO MID CAP STOCKS WORTH INVESTING:

Henkel India:
Another stock in FMGC sector which is likely to give compounded growth in returns of over 26% p.a. Currently priced at Rs. 19/- at BSE which is close to its real worth of Rs. 19/- to Rs. 20/-., is likely to double in 1-2 years time and quote around Rs. 240/- to 400/- in 2018. It is a subsidiary of German co. operating in India in toiletories, personal and home care products. Making profits in last five years of its operations in India. Likely to leap frog to a higher price range of Rs. 24/- to Rs. 28/- shortly.
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Indian oversea bank:

A rock solid stock in Banking sector which is likely to give compounded growth in returns of over 30% p.a. Currently priced at Rs. 84/- which is very much below its real worth of Rs. 220/- to Rs. 230/-., is likely to double in six months to one year time and quote around Rs. 240/- to 300/- in 2011-12. Currently consolidating at around Rs. 75/- to 95/-. Likely to move to a higher price range of Rs. 120/- to Rs. 150/-in 2-3 months time.

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Review

Rallis India:
Recommended at Rs.446/- on 17.9.08, the script has tocuhed 715/- in May'09 and currently quoting at Rs. 650/-, i.e., a return of about 50% in about 7 months.
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Review:

Titan Ind:
Recommended @Rs. 919/- as on 6.11.08, it priced at about Rs. 1200/- as on 3.6.09, i.e., a return of approx. 30% in just seven months.
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HDFC LTD:
Recommended on 15.10.08 @Rs. 1750/- is presently priced at about Rs.2450/-, i.e., a return of about 40% in just 8 months.
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Review of our investments in the last one year

SIP in India Glycols Ltd.:
As on 29.5.09, we have 665 shares invested @ Rs.82.8 per share since we started investing from june'08 onwards. The current price is Rs. 103/- approx. i.e., a return of approx. 25% in just 12 months time. We bought the script between Rs. 53/- and Rs.280/- and after 11 monthly instalments our average price is Rs. 82.8/- only and in such a volatile and recession hit markets we have been able to generate a return of over 22%. We deliberately did not invest in May'09 as we want to see the 2009 annual results berofre taking further exposure in the script.The advantage of systematic investment plan has been practically demonstrated to be very attractive and profitable as it insulates one from day to day price fluctuations.
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HOTEL LEELA VENTURES LTD.:
The script was recommended on 1.12.08 @ Rs. 15-17/. The price as on 29.5.09 is Rs. 33.50, i.e., a return of about 100% with in 6 months time.
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ICRA LTD:
The script was recommended on 14.11.08 @Rs.399/-. The price as on 29.5.09 is Rs.710/- i.e., a return of over 80% in about 6.5 months.
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We will now review our other investments regularly in future.

SIP-India Glycols Ltd.

10.4.09:

Till last month we had invested Rs.50,066/- for 573 shares. Let us invest in another 92 shares for 5000/- as on 06.04.09. Now we have 665 shares for a total of Rs. 55066/-@ Rs.82.8 per share.

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SIP- India Glycols Ltd.

9.3.09:

Till last month we had invested Rs. 45078/- for 457 shares @ 98.64 per share. Now let us invest further Rs.4988/- for 116 shares at the rate of Rs.43/- as on 6.3.09. Now we have 573 shares @ 87.37 for a total investment of Rs. 50,066/-.

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SIP- India Glycols Ltd.

6.2.2009:
Till last month we have invested Rs. 40096/- for 363 shares @ Rs.110.46per share. Let us buy another 94 shares @ Rs.53/- per share today's opening price at NSE for a total sum of Rs.4982/-. That makes it Rs. 45078/- for 457 shares @ Rs.98.64/- per share.
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