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[Lavanay]

Hi everyone,
we are we so quiet, just because markets are down doesnt mean we
have given up on the india story, we are still consuming, earning,
spending, investing and .....living...

The way forward? i am always bullish, even when i get hammered. we
may be ' fairly to overvalued', but how can we stay down if cos are
earning all they are supposed to, we will soon become undervalued
with time as earnings progress. simple.

what abt cos which are not earning much and stay at 1000 P/E ? now
thats none of my business, the guys who invest in them must know
something i dont know. those are called operator stocks, buzzers,
monetum plays and trader delights. I will stick to the old vanilla
flavors of pure earning plays. examples of some? ,plenty dear sirs.
a. L&T, b. RIL, c.TISCO d. SBI e. ITC;
small caps - a. Prism cement b. VST Tillers c.Apollo hospital
d.Gati e. Transport corp.

Not recommending anyth here. just my thoughts. people who buy
buzzers may laugh, people who buy value will look into each stock
and weigh the business.
cardinal rule - "when yu buy into a stock you buy INTO a BUSIMNESS".

thanks for listening.

Disclaimer - I have a vested interest in India story. I own all the
above named stocks.

happy investing. vjain.