Wednesday, October 6, 2010

Aban Offshore

Hello Friends,

Today i would give another stock pick. This is my personal favorite and it is safe to assume that i hold positions in it. Aban Offshore is into Oil Drilling And Exploration. Lately it has deployed a few rigs at a very cheap rate but considering the fact that the global oil prices are on a rise and that the stock is trading at a very low P/E , i think this is a very good buy.

Off late , it had an oil rig incident which hampered the stock value. The stock fell close to 60% on that news, which i think was completely insane as the company does not make 60% of it revenues from that rig. Moreover, now it has received the insurance claims which the company would to deploy new rig and maybe pay off the debts it has on it books.

The P/E investors too are bullish in this space and are ready to fund operation, which is a very good sign for the company. I see the stock going to 1500 in the next 4-6 month and a long term target of 2000.

In 2008, the company touched a high of 5000 odd levels, the market has almost reached the old highs but this particular stock is still down close to 70% from its previous high. This gives me confidence that the stocks would have the immediate relief rally which would take the stock to the level of 1500 in the short term.

Happy investing

Wednesday, September 29, 2010

Stock Ideas

The Idea in investing in stocks is to ensure that you get a handsome returns on it. The Stock market works on a principle " It Enriches some at the cost of the Rest ". There is a thin line between being the some and the rest.
The Idea to investing in the stocks is to get a return of about 25-35%, this is achieved by holding the stocks for a certain timeframe. Stocks should be ideally held with a perspective of 1-2 years atleast.

We are a group of friend that have identified a few stocks which have the potential of being a good investment idea. To start of , we have: Action Construction Equipment (ACE).

It is a typical infrastructure story, it manufactures Cranes and it is the bread and butter of its business. Keeping in mind that we are going to see a collosal growth in the infrastructure spending, i thing this company would benefit with it.

Its current market cap is abt 580 Croces and has posted a profit of 25 croces anually , that gives it a P/E of 23, which i know is not cheap but the fact of the matter is that the Management has guided 50% rise in sales next year and if that materialises the annualised profit would be roughly around 36-42 croces and at a P/E of 22 , i see the stocks going to level of 80-85 which is a good 25% appreciation from its current level.