Comments on: NASA – Golden Days for Oil Refiners – updated 6.Jan.2009

By: Atharva

Atharva — Thu, 15 Apr 2010 11:41:11 +0000

Dear Kalidas Sir,
Welcome back and hope you had a wonderful vacation in India. To your reply to ‘Gopala Raju’ you has suggested to invest in SOE like IOC, BPCL, HPCL, MRPL, Shiv Vani petro . Can you guide me what proportion % should I divide the capital and what lot size should I buy ,for a capital of 4 Lacs (which currently is in form of FD earning merely interest at 6.5%/annum in ICICI bank ).
Regards,
Atharva, Pune, India

Kalidas Says ….Monday, April 19, 2010
IOC:BPCL:HPCL:MRPL:Shiv Vani Petro
2:2:2:4:1 share ratio, that is for ever 2 shares of IOC, you buy 2 shares each of BPCL, HPCL, 4 shares of MRPL, 1 share of Shiv Vani petro

By: Gopala Raju

Gopala Raju — Wed, 14 Apr 2010 21:57:14 +0000

Kalidas,

Can you please suggest Oil Company stocks like IOC.NS @Rs283.00 or Other Stocks in 1 stock company.

I much appreciates your help.

Thanks
Raju Vema,
Seattle,USA

Kalidas Says ….Thursday, April 15, 2010
State Owned Enterprises (SOE) owned Refinery stocks are meant for long term investment. They are good to own now – in fact they are the cheapest stocks in the market. If you have money locked up in bak deposits, better take it out and place in SOE stocks like IOC, BPCL, HPCL, MRPL, Shiv Vani petro etc. They will rise by 300% to 500% in less than 5 years.

Rising rupee also benefits the refineries. Their input cost comes down enhancing their margins.

Thus all factors are in favor of these refineries. Do not try to play them short term – you may lose. Longer you own, better you earn in these stocks.

By: shiva

shiva — Fri, 22 May 2009 02:19:28 +0000

Dear sir,

I had planned to put around 5Lack in HP and reserved this lot for quite long. I have bought around 500 stocks @ 1.2 lacks. I have remaining 3.8lack in Cash for this. Can i put my remaining lot now? With Rs appreciating and oil going above 75 is remote, HP / BP are great bets to own now. I doubt we will see HP below 300 and BP below 400 any time near future.

Pl dont’ answer this if it is ok to buy now .

I remember you had answered me on Money control long time back to buy this gem even at 300. So I am not worried to buy now . Only Sad that I could have put full amount when it was around 200.

Shiva
Bangalore India

Kalidas Says …. Saturday, May 30, 2009
Never ever think in the stock market that it may not happen and that the stock may not retrace to that level. Anything is possible in the stock market.

Buy RNRL and RCOM and also, Hindalco. Also follow ADSL or Allied Digital Services Ltd. Even Satyam looks good to me. It has consolidated for too long at higher level. It will break out of the trading range.

By: Bhavesh

Bhavesh — Wed, 20 May 2009 12:12:42 +0000

http://business.rediff.com/report/2009/may/20/petrol-price-may-be-hiked-by-rs-2.htm

Is it right time to take position in HPCL, BPCL in this uncertain market ?
Bhavesh , Mumbai

Kalidas Says …. Saturday, May 30, 2009
When my target for these stock in next 3 years almost 5 times the current expanded value, I will not worry about movements here and there. Yes, I will take trading profit if the stocks have run too fast, but never get out of it altogether.

These stocks are good even for retirement days.