Sheet1SCRIP NAMEALLOCATION FASTEST GROWING COMPANY WRT PROFITWARREN BUFFET TYPE STOCKSBALMER & LAWRIE3%NAMEBEST BUY PRICENAMEBEST BUY PRICEANDHRA BANK3%1MUTHOOT FINANCE1501COAL INDIA309CORPORATION BANK4%2HINDUSTAN MEDIA VENTURES1362NMDC140PUNJAB NATIONAL BANK7%3PHOENIX LAMPS1163MOIL LTD245MCNALLY BHARAT2%4BHARTI INFRATEL2144GOODRICHE GROUP142IDEA5%5KAVERI SEED6605BALMER & LAWRIE386DLF9%6ESCORTS INDIA1156GOODYEAR380GODREJ PROPERTIES7%7BGR ENERGY153CLARIS LIFESCIENCE27%8GMDC5%GRAHAM TYPE OF STOCKSCOAL INDIA5%MY MULTIBAGGER STOCKSMCX INDIA3%NAMEBEST BUY PRICEET 500 COMPANIESBEST BUY PRICENAMEBEST BUY PRICETATA POWER5%1DHFL2651PENINSULA LAND251IOC280RELIANCE5%2GIC HOUSING1302VIKAS WSP LTD13.52NTPC120TATA MOTORS DVR5%3J&K BANK1023MONNET ISPAT & ENERGY603OIL INDIA450YES BANK5%4SPIC184REI AGRO1.54MTNL19TOTAL100%5KARNATAKA BANK1155JAYPEE INFRATECH155STRIDES ACROLAB7646RADICO KHAITAN806Chennai Petroleum586HPCL3927AMBUJA CEMENT1957CAIRN INDIA2437AHMEDNAGAR FORGING2968GODFREY PHILIPS20008CHAMBAL FERTILISERS508GULF OIL859HINDUSTAN COPPER559JVL AGRO INDUSTRIES159BINANI INDUSTRIES7510ZUARI AGRO CHEMICALS1501011NATIONAL ALUMINIUM ( NALCO )4311TOP DIVIDEND PAYING COMPANIESZERO DEBT COMPANY12JINDAL SAW84121AMBUJA CEMENT13VARDHMAN TEXTILES37313PIDILITE INDUSTRIES2EICHER MOTORS14GUJARAT STATE FERTILISERS8414HDFC3FORCE MOTORS15JINDAL POLY FILMS19215ITC4BAJAJ AUTO16GUJARAT NARMADA FERTILISERS & CHEMICALS80 & 5516ASIAN PAINTS5ORIENT REFRACTORS17ESCORTS11117P&G HYGIENE6INDO BORAX18ABAN OFFSHORE35018SUPREME INDUSTRIES7PIDILITE19ADHUNIK METALLIKS1519GRUH FINANCE8VINYL CHEMICALS20PRAKASH INDUSTRIES4520PAGE INDUSTRIES9MAN INFRA21ELECTROSTEEL CASTING1421DABUR10ASHIANA HOUSING22GRAPHITE INDIA8422GLAXOSMITHKLINE1123GUJARAT ALKALIES & CHEMICALS1451224NAVA BHARAT VENTURES1851325ROLTA901426SARDA ENERGY & MINERALS15227JAYANT AGRO ORGANICS11028WEST COAST PAPER MILLS4029HEG21730COSMOS FILMS6731SUNIL HITECH ENGINEERS115

SEASONAL STOCKSSECTORBUY MONTHSELL MONTHEXAMPLEAVG RETURNSAIRCONDITIONED STOCKSFEB TO MID MARCHLAST WEEK OF MAYBLUESTAR, VOLTAS ETCSUGAR STOCKSLAST WEEK OF AUGOSTMID NOVEMBERRENUKA, BALRAMPUR CHINI ETCHOLIDAY STOCKSFEB TO MID MARCHLAST WEEK OF MAYTHOMAS COOK, MAHINDRA HOLIDAYSUMMER STOCKSICE CREAM STOCKSFAN COMPANIESLAST WEEK OF FEBLAST WEEK OF APRHAVELLS, CROMPTON GREAVESBEVERAGE MANUFACTURERESLAST WEEK OF FEBLAST WEEK OF APRMCDOWELL, UNITED BREWERIES, RADICO KHAITAN10MONSOONFERTILISERSLAST WEEK OF MAYLAST WEEK OF JULYCHAMBAL FERTILISER, coromandel fertiliser, deepak fertiliser6PESTICIDESSEEDSAGROCHEMICALSYEAR END GREETINGSOCT MONTH ENDLAST WEEK OF DECARCHIES

Seasons Month StocksSummers April-May-June Voltas, Hitachi, Whirpool, Voltas, Indian Hotel, Leela, Thomas CookRainy June-July-August Chambal, Deepak, RCF, Tata ChemPre Winter Sept- Oct-Nov Renuka, All-Chini, Asian, All-Paints, Gitanjali, Rajesh ExportsWinter Nov-Dec-Jan Tata Tea, Tata Cofee, Mcloed, All-TeaPost Winter Feb-March Budget Counters (Railways, Education, Agro Based Stocks)

monopoly business stocksMonopoly stocksWe called them Monopoly stocks, since there was no other listed competitors. Unlike other companies where we could apply "Einstines Relativity", and pick weather the company is better than their competitors or its PE is attractive when compared to its PE, Monopoly stocks donot have an Industry PE and donot have an yard stick to compare. Being the only listed company in their industry, many of them are commanding sky high valuation. Let us take a look at their business and understand if it is worth buying them. COAL India: This is the Only company in India that is allowed to mine and sell coal.All other companies like NLC are allowed to mine coal only for their capitive power generation purposes.Coal India has got reserve of 67 billion tonne.It is the largest coal producing company in the world.But coal india constantly misses its Coal Production Mining target, which results Government in forcing coal import in a big way.Being one of the biggest imports like oil and gold, many feel that other indian companies also must be allowed to mine and sell.But till such time Coal India will be the king.The company has got stock balance shee twith low debt and cash book of Rs.58200 crores.Coal India has fallen 13% in the past 12 months.At Rs.356, it is currently trading @ PE of 14 times, which by global standard is not expensive.MCX: This is the Only listed commodity exchange company in India, which has 49 commodities futures from bullion, metals, energy and agriculture.Other unlisted, prominent competitors are : NCDEX, Indian commodity exchange, National spot exchange, ACE derivative and commodity exchange, NMCE, Indian Energy Exchange etc.MCX started operations in 2003.MCX claims it has the World's highest turnover in Silver in the World, 2nd highest in Gold and 3rd Highest in Curde Oil and Copper.The average daily turnover of MCS is close to Rs.51200 Crores.Its business generates high amount of cash and it has low capital expenses (capex) and it is debt free.Since MCX cannot invest in unrelated business, it could emerge as high dividend paying company.Current PE is 18.1 and Price to BV is 5.2 Its Enterprise value is 6.8 times its revenue and 10.7 times its EBIDTA.Its valuations are equal to Intercontinental exchange and is at a premium to London stock exchange, but at a discount to Hongkong stock exchange.Talwalkars Better Value Fitness: It is India's only listed health and fitness company.The conpany has 128 health clubs across 68 cities, serving 1,25,000 members.The company commands 10% of India's 'Organized' health club markets.The company faces tough competion from local unorganized GYM's and other organized, but unlisted companies. PE is 16.7Jubliant Foodworks: It is the only listed fast food company in India.It is the exclusive franchise for Domino's Pizza and Dunkin Donuts in India.It has net work of 465 stores and commands 54% share in organized Pizza market and 70% share in Pizza Home Delivery segment.Its revenues have increased 2.5 times in last three fiscal to Rs.1019 crores.Net profit tripled to Rs.103 Crores.It is planning to open 90 more stores to maintain the sales growth of 18% to 20%.Last five years same store growth has been 23%.Given the significant youth population, plzza penetration is good.But the company faces intense competion from YUM Foods ( distributors for pizza hut and KFC).Current PE Ratio is sky high @ 74.4Jubliant's growth in future is not likely to be so high.It is better to wait for price correction to happen before investing.VIP Industries: It is india's largest moulded luggage manufacturer.Annually it sells 5 million pieces of soft and hard luggages.It has an array of brands like VIP, Aristocrat, Alfa and Carlton.The company has got 10741 retaliers across 1839 towns and cities.But bult of its sale happens in Metro's and tier I cities.Around 2000 shops contribute 80% of its revenue.And 2/3rd of its profit comes from soft luggage.The company is heavily dependent on imports ofr raw material.With high dollar cost, the operation profit suffered the most.The company faces intense competion from Samsonite and American Tourister.To retain its market share, the company is spending more on Advertisements.Current PE of 16.3 and PBV is 4.2.Samsonites PE is 27.2 VIP's valuation may not improve till rupee recovers.Speciality Restaurant: This is a stock which was bought in bulk by Mutual fund companies recently.This company one of leading fine-dining restaurant operators.The company owns MAINLAND CHINA, which contributes 60% of its revenue.The also owns "OH! Calcutta", "Machaan", "Sigree", "Flame & Grill", "Haka" and confectionary brand "Sweet Bengal".At present, the company has got 69 restaurants, 20 of them are franchisee owned.It is the only listed Pure Dining company.At current price of 214, PE is 60 and its market cap is Rs.970 Crores. Though Speciality is expensive , its very presencein India's consumption theme and low debt would work in the long term.The fine dining concept in India has huge acceptance and attracts a huge volume of customers.Delta Corp:It is the only listed company which owns a Casino.Casino contributes 25% of its business.We would update more information about this company in next articleBartronics India Ltd:-A monopoly business with huge potentialScripscan:-Bartronics India LtdCmp:76Traded in:Nse-bseStory:Bartronics is a market leader in system integration for barcode solutions and has been in this business for last 17 years.Its a pioneer in introducing Automatic Identification and Data Collection (AIDC) technologies like Barcoding, Radio Frequency Identification Device (RFID) and Smart Card which has manifold application in Manufacturing,Service and Retail Industry.Bartronics has a strong client base, with 60% of its orders from repeat customers.The company provides end-to-end solutions in this space, including pilot testing and software integration.The company has a Monopoly position in the Industry as there are hardly any competitor in RFID and AIDC products.Its recent focus on the emerging domains of RFID and Biometrics is likely to augur well.At the present price of 76rs its just quoting at a PE multiple of 3 times its expected fy10 earnings.Bartronics is India's first and only Smart Card manufacturer as of now, having 100% EOU status from Govt. Of India.The management has confirmed talks with some european companies for acquistion the same hasnt been taken into consideration for the story.On outcome of any acquistion the story may just anvil much more.Considering all the developments and looking at the huge potential of the retail industry the company is set to go places.A must have in anyones core portfolio.

MULTIBAGGER STOCKS ET1ALL CARGO LOGISTICSDIVIDEND STOCKSINVESTMENT5000002CEATNAMELTPHOLDINGQTY% HOLDINGDIVIDEN %DIVIDEND VALUE3CARBORUNDUM UNIVERSALKOTHARI PETRO12250002083.33333333335820004DYNAMATIC TECHNOLOGIESDHUNSERI PETRO5725000438.59649122815717505FINOLEX INDUSTRIESLUDELOW JUTE & SPECIALITIES2115000714.28571428573710506HATSUN AGROAPTECH6137500614.75409836077.5726257L&T FINANCENMDC1257500060015752508PERSISTENT SYSTEMSIL&FS INVESTMENT20250001250509RANE HOLDINGS0ERROR:#DIV/0!010VA TECH WABAG0ERROR:#DIV/0!0ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!ERROR:#DIV/0!

Sheet2investment every yr16000450,000.001.003,150.001.0046,125.0050,137.88260002.003,150.002.0046,125.00104,637.75360001000003,375.003.003,150.003.0046,125.00163,879.10460001684.210526315840,500.004.003,150.004.0046,125.00228,274.465600046,125.009.005.003,150.005.0046,125.00298,272.21660003,843.750.756.003,150.006.0046,125.00374,359.77760007.003,150.007.0046,125.00457,066.95860008.003,150.008.0046,125.00546,969.65960009.003,150.009.0046,125.00644,693.8810600010.003,150.0010.0046,125.00750,920.1211600011.003,150.0011.0046,125.00866,388.0512600012.003,150.0012.0046,125.00991,901.68136000int from PO37,800.0013.0046,125.001,128,335.0114600014.0046,125.001,276,638.0315600039,469.0015.0046,125.001,437,843.41166000int earned fromRD1,669.0016.0046,125.001,613,073.6617600017.0046,125.001,803,548.9418600018.0046,125.002,010,595.581960008.419.0046,125.002,235,655.2720600020.0046,125.002,480,295.152160002260007692.30769230771320001890001.24421164020.803721784716.0744356938