Mind Above Matter

Transformation Before Transaction

“More News Can Confuse”

Vol 23 Antz N Beez

16th March 07 Investment Strategies
 Antz N Beez Inputs
Racing has always been more of a mental than a physical problem
to me.

-Roger Bannister

The Investor’s Corner

The 22nd issue made the point that it is Time-In-The-Market instead
of Timing-The-Market which matters in the long run.

Its time to demolish another fixation this fortnight-

The Sensex Fixation!

The last three months have caused a negative return in most of the
Sensex stocks thereby nullifying the positive returns of a select few
Sensex stocks which gave positive returns as shown in Table-1.

Table 1
Sensex Stocks 3 Month Returns
Bharti Tele 18%
TCS 6%
Reliance 2%
L&T 2%

Just have a look at the 3 month returns in the A Group of stocks in

Table 2 and you will know that the Sensex is not all that is when it
comes to understanding the Stock Exchange where around 6000
companies are listed.

A Group companies are those companies that have a fairly good

growth record in terms of dividend and capital appreciation. The
number one Gainer in the Sensex, Bharti Teleservices, with an 18%
appreciation is among the very last in the A Group Top Gainers.
CMC and NIIT have appreciated 105% and 59% in the same time!
 Table 2
A Group Stocks 3 Month Returns
CMC 105%
NIIT 59%
Syngenta 50%
Rolta 47%
I Gate 43%
Punjab Tractors 38%
SAW Pipes 28%
SAIL 24%
Guj Min Dev 22%
Bharti Tele 18%

B1 is considered as non-specified group and consists of good quality,

high volume scrips. The results in this segment for the last 3 months
start at a HUGE 248%. Table3 shows the Top Gainers for B1 Group.

Table 3

B1 Group Stocks 3 Month Returns

BAG Films 248%
Tele Data 125%
IFCI 121%
Praj Industries 109%
Camph & All 82%
Flex Indus 81%
Premier Tyre 70%
Nucleus Soft 69%
Aban Lloyd 64%
Heritage FO 63%

B2 is considered as non-specified group and these are low market

capitalization, thinly traded stocks. We do not recommend that your
majority portfolio be invested in this group but the returns are
astronomically high. Table 4 shows you the extent of the returns.
 Table 4
B2 Group Stocks 3 Month Returns
Hasti Finance 605%
H S India 471%
Jamna Auto 459%
Cable Corp 412%
Netlinxx 214%
Padam Cotton 213%
SA Enterprises 207%
Dollex Indus 198%
Dynamic Ind 172%
Spectra Ind 153%

As you have seen that the Sensex stocks are not the only candidates
for investment.

Even in a falling Sensex you can have BIG winners and even in a
rising Sensex you can have losers.

What do you conclude from this article?

It may not be such a nice idea to concentrate on the news
that Sensex is falling or rising but more on what lies
beneath… The comprehensive picture!

Death to Sensex Fixation! There is more to the Stock

Market than the Sensex.

Contact
ops@antznbeez.com
7,Hareshwar Niwas
Eksar Road.
Happy Investing! Borivili-West
Mumbai 401103
9870143111
9870171999