Stocks Views and Recommendations : 25th, June'10

1 comments

Avoid real estate stocks at this point of time :
I would suggest you to avoid real estate stocks at this point of time. Completely or probably some of the second midcap stocks Parsvnath, Sobha which on a year to day basis have done substantially better than DLF and Unitech or an HDIL, so it would good to get away from these stocks.

Banks may not be good trading ideas for next week :

For a shorter period of time say over a week of trading probably will you look at some of the high beta names to probably take a trading bet on or defensives are something you would go by. Banks have gone a bit quite right now so I think the banks may not be such good trading ideas for the next week or two. 

Stay away from constructions stocks at the moment :
Stay away at the moment absolutely because they are highly volatile on the downside in other words they fall a lot if the markets starts falling and I think we are seeing a significant risk that an intermediate down-trend may develop. It has not developed here but it has developed in Japan and its there in China already for a while.
  
Better to stick with the automobiles :
It's only the smaller stocks which have made fairly strong moves. Automobile made a strong move last week but these are very sporadic movers not ideal for trading. The bigger ones like the tyre stocks Apollo Tyres has just been going sideways after that large move it made a couple of months back. So overall I think not very much going on here better to stick with the autos if you are trading.
 

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