NOVEMBER 1ST WEEK GOLD MINE!!! :)
SORRY GUYS,I was not able to post the articles since I was heavily working
on a strategy with infosys share and finally earned around 100000rs last week
with just a buy and a BTST sell. Just believe in this share, it can take you
in flying colours guys!!
NOV3 2008 : Buy infosys at 1300 - 1360
Target in the same week : 1400 - 1450 .
If you think Im kidding just go and check the last week infosys chart and then
you will feel how much you have missed out.
Everyday after you buy the share dont forget to put a limit order to sell
the share at the target I mentioned above.
Mail me @ sudarshan.srivathsav@gmail.com if you need any clariffications.
I would love to see your comments if you could post if this idea helped u!!
Saturday, November 1, 2008
Saturday, July 19, 2008
BUY INFOSYS ON EVERY SHARP DIP.
BUY INFOSYS ON EVERY SHARP DIP , DONT WAIT.
Im one of the most safest trader who just follow the basic principle
of Warren Buffet who said " Dont ever sell your shares in Loss" .
Be Honest guys, how many have really tracked infosys?...I have done it
and want to share some valuble information with you. Follow this strategy
to earn steadily with infosys share.
Step 1 :
Buy Infosys if it is a sharp fall in the opening. Buy a minimum say 10.
Step 2 :
Then closely watch if it falls more, on every 5 rs dip buy the same number
of stocks that you bought previously .
Step 3 :
The next day morning , as a expert I can assure you that if it is real sharp
fall in the day you bought, then it will rise up atleast to a certain extent,
say 50rs minimum.
Step 4:
If you have bought say 50 stocks the day it had a massive fall, I assure you
that it will increase atleast by 40-50rs. Put a BTST and sell all or a part
of it. Then your profit will be 50*50 = 2500 rs.
That sounds intresting, but there is also a chance that it can go down the next
day right. Then dont worry wait for three, before your stock comes to ur demat
account it will increase. So either way its just a game of profit alone.
Step 5 :
Once you become confident of this strategy then, try the same with ICICI bank.
By my experience these two stocks have never let me down dudes.
IF YOU LIKE THE STRATEGY , POST SOME COMMENTS , I WOULD TELL YOU
MORE STRATEGIES IN COMING BLOGS........CHEERS.
Im one of the most safest trader who just follow the basic principle
of Warren Buffet who said " Dont ever sell your shares in Loss" .
Be Honest guys, how many have really tracked infosys?...I have done it
and want to share some valuble information with you. Follow this strategy
to earn steadily with infosys share.
Step 1 :
Buy Infosys if it is a sharp fall in the opening. Buy a minimum say 10.
Step 2 :
Then closely watch if it falls more, on every 5 rs dip buy the same number
of stocks that you bought previously .
Step 3 :
The next day morning , as a expert I can assure you that if it is real sharp
fall in the day you bought, then it will rise up atleast to a certain extent,
say 50rs minimum.
Step 4:
If you have bought say 50 stocks the day it had a massive fall, I assure you
that it will increase atleast by 40-50rs. Put a BTST and sell all or a part
of it. Then your profit will be 50*50 = 2500 rs.
That sounds intresting, but there is also a chance that it can go down the next
day right. Then dont worry wait for three, before your stock comes to ur demat
account it will increase. So either way its just a game of profit alone.
Step 5 :
Once you become confident of this strategy then, try the same with ICICI bank.
By my experience these two stocks have never let me down dudes.
IF YOU LIKE THE STRATEGY , POST SOME COMMENTS , I WOULD TELL YOU
MORE STRATEGIES IN COMING BLOGS........CHEERS.
Thursday, July 17, 2008
NASDAQ ANALYSIS OF THIS INFOSYS STOCK THIS YEAR..
THIS IS ONLY FOR INVESTORS IN ABROAD...(ANALYSIS NOT FOR INFOSYS INDIA)
Company Profile:
From Yahoo Finance
Infosys Technologies Limited, a technology services company, defines, designs, and delivers information technology (IT) enabled business solutions. The company, together with its subsidiaries, provides various services, including custom application development; maintenance and production support; software reengineering; package evaluation and implementation; IT consulting; and other solutions, such as independent validation solutions, operations and business process consulting, engineering services, business process management, systems integration, and infrastructure management services.
Market capitalization is $27.25B. :)
Fundamental Analysis:
Let’s cut to the chase and check out the Big Five.
Return on invested capital has been fantastic. Since 1999, the ROIC has been over 28% each and every year. The 5 year average ROIC is 31%. Management has definitely done a fantastic job achieving this type of return.
And the return on equity confirms the ROIC with a solid, consistent ROE. The 10 year average ROE is 31.85% and the 5 year ROE is slightly lower at 30.75%. Excellent, consistent return.
Equity growth rate has been absolutely tremendous! The 9 year rate is 50.70%! The 5 year rate drops to 41.95%. The 3 year rate further slips to 39.07% and last year’s rate held steady at 42.68%. Although the trend seems downward, the equity growth rate in 1999 of 230% definitely skews the numbers. All in all, amazing equity growth over this time period.
Earnings per share growth rate has been on par with the equity growth rates. The 9 year rate is 53.77%. The 5 year rate drops to 37.99%. The 3 year rate picks up to 42.16% and last year’s rate was 50.75%. These numbers are almost mind boggling.
Sales growth rates have been in the same league as the rest of the growth rates with the 9 year rate at 51%. The 5 year rate comes in at 42.26% and last year’s rate stays steady at 43.59%.
Cash flow growth rates show the same magnitude of growth rates. The 9 year rate is 51.02%. The 5 year rate is 36.36% and last year’s rate was 42.21%.
These are some incredibly explosive growth rates and is eerily similar to the analysis performed on Cognizant Technology Company (in the same line of business as well).
Stock Analysis:
To calculate a sticker price, we need to determine a future P/E and a future EPS growth rate.
I can see that the current P/E is at historical lows compared to its 10 year average P/E and the 5 year average. So I will use the current P/E of 29.09 as my future P/E.
For my future EPS growth rate, I usually choose the most conservative equity growth rate from the 9 year and 5 year rates. In this case, the 5 year rate is most conservative at a whopping 41.95%! That is quite the future growth rate. Now, the analysts have tempered this forecast with their own forecast of 25%. I will use their more conservative forecast.
With this information, the sticker price works out to $109.83. At the current price of $47.71, that implies a discount of 56.56%! Could it be? We are actually in target of the MOS price? The MOS price works out to $54.92 (or 50 cents on the dollar from the sticker price). That means that a discount of 13.12% currently exists to the MOS price!
See my Rule #1 stock analysis of INFY.
Conclusion:
From a strict Rule #1 investor point of view, this stock may not be a Rule #1 stock. After all, most of the growth rates have not trended higher. In fact, they have declined from the highs posted earlier in the decade.
However, those initial growth rates definitely skew the numbers for the long term. So I would argue that this is a Rule #1 stock as management has been able to consistently deliver fantastic performance.
This analysis looks just like the one performed for Cognizant Technology Company. And it has the same issues. Is that growth rate sustainable? It definitely has been in the past. Issues such as rupee versus the US dollar; labour shortage in India; salary hikes in India; attrition; and competition must be considered.
Company Profile:
From Yahoo Finance
Infosys Technologies Limited, a technology services company, defines, designs, and delivers information technology (IT) enabled business solutions. The company, together with its subsidiaries, provides various services, including custom application development; maintenance and production support; software reengineering; package evaluation and implementation; IT consulting; and other solutions, such as independent validation solutions, operations and business process consulting, engineering services, business process management, systems integration, and infrastructure management services.
Market capitalization is $27.25B. :)
Fundamental Analysis:
Let’s cut to the chase and check out the Big Five.
Return on invested capital has been fantastic. Since 1999, the ROIC has been over 28% each and every year. The 5 year average ROIC is 31%. Management has definitely done a fantastic job achieving this type of return.
And the return on equity confirms the ROIC with a solid, consistent ROE. The 10 year average ROE is 31.85% and the 5 year ROE is slightly lower at 30.75%. Excellent, consistent return.
Equity growth rate has been absolutely tremendous! The 9 year rate is 50.70%! The 5 year rate drops to 41.95%. The 3 year rate further slips to 39.07% and last year’s rate held steady at 42.68%. Although the trend seems downward, the equity growth rate in 1999 of 230% definitely skews the numbers. All in all, amazing equity growth over this time period.
Earnings per share growth rate has been on par with the equity growth rates. The 9 year rate is 53.77%. The 5 year rate drops to 37.99%. The 3 year rate picks up to 42.16% and last year’s rate was 50.75%. These numbers are almost mind boggling.
Sales growth rates have been in the same league as the rest of the growth rates with the 9 year rate at 51%. The 5 year rate comes in at 42.26% and last year’s rate stays steady at 43.59%.
Cash flow growth rates show the same magnitude of growth rates. The 9 year rate is 51.02%. The 5 year rate is 36.36% and last year’s rate was 42.21%.
These are some incredibly explosive growth rates and is eerily similar to the analysis performed on Cognizant Technology Company (in the same line of business as well).
Stock Analysis:
To calculate a sticker price, we need to determine a future P/E and a future EPS growth rate.
I can see that the current P/E is at historical lows compared to its 10 year average P/E and the 5 year average. So I will use the current P/E of 29.09 as my future P/E.
For my future EPS growth rate, I usually choose the most conservative equity growth rate from the 9 year and 5 year rates. In this case, the 5 year rate is most conservative at a whopping 41.95%! That is quite the future growth rate. Now, the analysts have tempered this forecast with their own forecast of 25%. I will use their more conservative forecast.
With this information, the sticker price works out to $109.83. At the current price of $47.71, that implies a discount of 56.56%! Could it be? We are actually in target of the MOS price? The MOS price works out to $54.92 (or 50 cents on the dollar from the sticker price). That means that a discount of 13.12% currently exists to the MOS price!
See my Rule #1 stock analysis of INFY.
Conclusion:
From a strict Rule #1 investor point of view, this stock may not be a Rule #1 stock. After all, most of the growth rates have not trended higher. In fact, they have declined from the highs posted earlier in the decade.
However, those initial growth rates definitely skew the numbers for the long term. So I would argue that this is a Rule #1 stock as management has been able to consistently deliver fantastic performance.
This analysis looks just like the one performed for Cognizant Technology Company. And it has the same issues. Is that growth rate sustainable? It definitely has been in the past. Issues such as rupee versus the US dollar; labour shortage in India; salary hikes in India; attrition; and competition must be considered.
Wednesday, July 16, 2008
INFOSYS TARGET Rs 1836 , EMKAY GLOBAL FINANCIAL SERVICE MAINTAINS A HOLD..!!
HOLD THE INFY STOCKS..DONT SELL IN PRESSURE...IT WILL LAY GOLDEN EGGS SOOOOON.
Emkay Global Financial Service has maintained its hold rating on Infosys Technologies with a target price of Rs 1836 in its July 11, 2008 research report. "Infosys Technologies reported USD revenues of USD 1155 million (+1.1% QoQ), Rs 48.5 billion (+6.9% QoQ) slightly ahead of expectations. EBITDA margins were down 207 bps QoQ to 30.5% while net profits at Rs 13.02 billion were ahead of expectations aided by one time tax write back of Rs 310 million."
"We have changed our FY09 and FY10 earnings estimates by 10% and 14.8% respectively to reflect weaker currency (our FY09 estimates now based at Rs 42/USD and FY10 estimates based at Rs 41/USD, FY10 estimates factor in lower tax rates to account for STPI extension). We highlight that Infosys offers 17.5% EPS CAGR over FY08-11E (20.2% over FY08-10E) and with valuations at 15x FY10 earnings might already be factoring in most of the currency upside. Besides we note that Infosys lacks immediate upside triggers in the near term (albeit for a further weakening of currency) given that demand environment remains largely unchanged with a further retest of the demand now shifted to the Septemebr’08 results. (supported by Infosys’s cautious commentary and lack of any upgrade in USD revenue guidance). We maintain ‘HOLD’ with a price target of Rs 1836, however would be any buyers on any significant pullback in the stock price going forward," says Emkay's research report.
Emkay Global Financial Service has maintained its hold rating on Infosys Technologies with a target price of Rs 1836 in its July 11, 2008 research report. "Infosys Technologies reported USD revenues of USD 1155 million (+1.1% QoQ), Rs 48.5 billion (+6.9% QoQ) slightly ahead of expectations. EBITDA margins were down 207 bps QoQ to 30.5% while net profits at Rs 13.02 billion were ahead of expectations aided by one time tax write back of Rs 310 million."
"We have changed our FY09 and FY10 earnings estimates by 10% and 14.8% respectively to reflect weaker currency (our FY09 estimates now based at Rs 42/USD and FY10 estimates based at Rs 41/USD, FY10 estimates factor in lower tax rates to account for STPI extension). We highlight that Infosys offers 17.5% EPS CAGR over FY08-11E (20.2% over FY08-10E) and with valuations at 15x FY10 earnings might already be factoring in most of the currency upside. Besides we note that Infosys lacks immediate upside triggers in the near term (albeit for a further weakening of currency) given that demand environment remains largely unchanged with a further retest of the demand now shifted to the Septemebr’08 results. (supported by Infosys’s cautious commentary and lack of any upgrade in USD revenue guidance). We maintain ‘HOLD’ with a price target of Rs 1836, however would be any buyers on any significant pullback in the stock price going forward," says Emkay's research report.
Tuesday, July 15, 2008
HISTORY OF INFOSYS..A MASSIVE GROWTH
History Of Infosys
Established in 1981, Infosys is a NASDAQ listed global consulting and IT services company with more than 90,000 employees. From a capital of US$ 250, we have grown to become a US$ 4 billion company with a market capitalization of over US$ 20 billion.
In Our journey of over 25 years, we have catalyzed some of the major changes that have led to India's emergence as the global destination for software services talent. We pioneered the Global Delivery Model and became the first IT company from India to be listed on NASDAQ. Our employee stock options program created some of India's first salaried millionaires.
Read more about the defining moments in Infosys' history.
Milestones
2008
Infosys crosses revenues of US$ $ 4.18 billion. Employees grow to over 90,000+
Reports Q4 revenue of US$ 1,142 million
2007
Infosys crosses revenues of US$ 3 billion. Employees grow to over 70,000+
Kris Gopalakrishnan, COO, takes over as CEO. Nandan M. Nilekani is appointed Co-Chairman of the Board of Directors
Opens new subsidiary in Latin America
Reports Q2 revenue of over US$ 1billion
2006
Infosys celebrates 25 years. Revenues cross US$ 2 billion. Employees grow to 50,000+
N. R. Narayana Murthy retires from the services of the company on turning 60. The Board of Directors appoints him as an Additional Director. He continues as Chairman and Chief Mentor of Infosys
2005
Records the largest international equity offering of US$ 1 billion from India
Selected to the Global MAKE Hall of Fame2004
Revenues reach US$ 1 billion
Infosys Consulting Inc. is launched
2003
Establishes subsidiaries in China and Australia
Expands operations in Pune and China, and sets up a Development Center in Thiruvananthapuram
2002
Touches revenues of US$ 500 million
Nandan M. Nilekani takes over as CEO from N.R. Narayana Murthy, who is appointed Chairman and Chief Mentor
Opens offices in The Netherlands, Singapore and Switzerland
Sponsors secondary ADS offering
Infosys and the Wharton School of the University of Pennsylvania set up The Wharton Infosys Business Transformation Awards (WIBTA)
Launches Progeon, offering business process outsourcing services
2001
Touches revenues of US$ 400 million. Opens offices in UAE and Argentina, and a Development Center in Japan
N. R. Narayana Murthy is rated among Time Magazine/CNN's 25 most influential businessmen in the world
Infosys is rated as the Best Employer by Business World/Hewitt
2000
Touches revenues of US$ 200 million
Opens offices in France and Hong Kong, a global development center in Canada and UK, and three development centers in the US
Re-launches Banks 2000, the universal banking solution from Infosys, as Finacle®
1999
Touches revenues of US$ 100 million. Listed on NASDAQ
Infosys becomes the 21st company in the world to achieve a CMM Level 5 certification
Opens offices in Germany, Sweden, Belgium, Australia, and two development centers in the US
Infosys Business Consulting Services is launched
1998
Starts enterprise solutions (packaged applications) practice
1997
Opens an office in Toronto, Canada
Infosys is assessed at CMM Level 4
1996
The Infosys Foundation is established
1995
Opens first European office in the UK and Global Development Centers at Toronto and Mangalore. Sets up e-Business practice
1994
Moves corporate headquarters to Electronics City, Bangalore. Opens a Development Center at Fremont
1993
Introduces Employee Stock Options (ESOP) program
Acquires ISO 9001/TickIT certification
Goes public
1987
Opens first international office in Boston, US
1983
Relocates corporate headquarters to Bangalore
1981
Infosys is established by N. R. Narayana Murthy and six engineers in Pune, India, with an initial capital of US$ 250
Signs up its first client, Data Basics Corporation, in New York
Established in 1981, Infosys is a NASDAQ listed global consulting and IT services company with more than 90,000 employees. From a capital of US$ 250, we have grown to become a US$ 4 billion company with a market capitalization of over US$ 20 billion.
In Our journey of over 25 years, we have catalyzed some of the major changes that have led to India's emergence as the global destination for software services talent. We pioneered the Global Delivery Model and became the first IT company from India to be listed on NASDAQ. Our employee stock options program created some of India's first salaried millionaires.
Read more about the defining moments in Infosys' history.
Milestones
2008
Infosys crosses revenues of US$ $ 4.18 billion. Employees grow to over 90,000+
Reports Q4 revenue of US$ 1,142 million
2007
Infosys crosses revenues of US$ 3 billion. Employees grow to over 70,000+
Kris Gopalakrishnan, COO, takes over as CEO. Nandan M. Nilekani is appointed Co-Chairman of the Board of Directors
Opens new subsidiary in Latin America
Reports Q2 revenue of over US$ 1billion
2006
Infosys celebrates 25 years. Revenues cross US$ 2 billion. Employees grow to 50,000+
N. R. Narayana Murthy retires from the services of the company on turning 60. The Board of Directors appoints him as an Additional Director. He continues as Chairman and Chief Mentor of Infosys
2005
Records the largest international equity offering of US$ 1 billion from India
Selected to the Global MAKE Hall of Fame2004
Revenues reach US$ 1 billion
Infosys Consulting Inc. is launched
2003
Establishes subsidiaries in China and Australia
Expands operations in Pune and China, and sets up a Development Center in Thiruvananthapuram
2002
Touches revenues of US$ 500 million
Nandan M. Nilekani takes over as CEO from N.R. Narayana Murthy, who is appointed Chairman and Chief Mentor
Opens offices in The Netherlands, Singapore and Switzerland
Sponsors secondary ADS offering
Infosys and the Wharton School of the University of Pennsylvania set up The Wharton Infosys Business Transformation Awards (WIBTA)
Launches Progeon, offering business process outsourcing services
2001
Touches revenues of US$ 400 million. Opens offices in UAE and Argentina, and a Development Center in Japan
N. R. Narayana Murthy is rated among Time Magazine/CNN's 25 most influential businessmen in the world
Infosys is rated as the Best Employer by Business World/Hewitt
2000
Touches revenues of US$ 200 million
Opens offices in France and Hong Kong, a global development center in Canada and UK, and three development centers in the US
Re-launches Banks 2000, the universal banking solution from Infosys, as Finacle®
1999
Touches revenues of US$ 100 million. Listed on NASDAQ
Infosys becomes the 21st company in the world to achieve a CMM Level 5 certification
Opens offices in Germany, Sweden, Belgium, Australia, and two development centers in the US
Infosys Business Consulting Services is launched
1998
Starts enterprise solutions (packaged applications) practice
1997
Opens an office in Toronto, Canada
Infosys is assessed at CMM Level 4
1996
The Infosys Foundation is established
1995
Opens first European office in the UK and Global Development Centers at Toronto and Mangalore. Sets up e-Business practice
1994
Moves corporate headquarters to Electronics City, Bangalore. Opens a Development Center at Fremont
1993
Introduces Employee Stock Options (ESOP) program
Acquires ISO 9001/TickIT certification
Goes public
1987
Opens first international office in Boston, US
1983
Relocates corporate headquarters to Bangalore
1981
Infosys is established by N. R. Narayana Murthy and six engineers in Pune, India, with an initial capital of US$ 250
Signs up its first client, Data Basics Corporation, in New York
BEST TIME TO INVEST IN INFOSYS SHARE
INFOSYS IS THE SAFEST BET NOW...DONT LOOSE THE OPPURTUNITY
INFOSYS is a one of the finest stocks in the market which has years of experience
in making many people filthy rich. I bet that Infosys in the year end will cross 1900 and will
be 2200 + by next year end.
But please wait to see if it comes to 1300 levels, then buy it blindly...safest bet which can
really make you rich.
Current research of Karvy on Infosys Technologies
Karvy Stock Broking has maintained its buy rating on Infosys Technologies with a target price of Rs 2250 in its July 15, 2008 research report. "Infosys for Q1FY09 reported a sequential revenue growth of 6.9% to Rs 48.54 billion, with onsite and offshore billing rates inching up by 2% and 1% respectively, in an environment, where getting billing rate increases are difficult. Over the last one quarter there is some worsening of the environment in US (particularly in BFSI and retail), but clients of Infosys has decided on stick to the budgets and there is no real threat its full year dollar revenue guidance of USD 4.97–5.05 billion, which it gave at the end of Q4."
"At the current price, the stock is trading 16xFY09E and 12xFY10E, and the return ratios are at healthy levels of close to 37%. Though the stock has fallen by more than 10%, post the results, mainly on the back that the company has not revised its dollar revenue guidance and the fear that the BFSI vertical might experience much weaker revenue growth going forward. We believe it is an ideal opportunity to accumulate as the company would be growing its earnings close to 30%, and maintain our BUY rating with a price target of Rs 2250, which would give a return of 40% over the next one year," says Karvy's research report.
INFOSYS is a one of the finest stocks in the market which has years of experience
in making many people filthy rich. I bet that Infosys in the year end will cross 1900 and will
be 2200 + by next year end.
But please wait to see if it comes to 1300 levels, then buy it blindly...safest bet which can
really make you rich.
Current research of Karvy on Infosys Technologies
Karvy Stock Broking has maintained its buy rating on Infosys Technologies with a target price of Rs 2250 in its July 15, 2008 research report. "Infosys for Q1FY09 reported a sequential revenue growth of 6.9% to Rs 48.54 billion, with onsite and offshore billing rates inching up by 2% and 1% respectively, in an environment, where getting billing rate increases are difficult. Over the last one quarter there is some worsening of the environment in US (particularly in BFSI and retail), but clients of Infosys has decided on stick to the budgets and there is no real threat its full year dollar revenue guidance of USD 4.97–5.05 billion, which it gave at the end of Q4."
"At the current price, the stock is trading 16xFY09E and 12xFY10E, and the return ratios are at healthy levels of close to 37%. Though the stock has fallen by more than 10%, post the results, mainly on the back that the company has not revised its dollar revenue guidance and the fear that the BFSI vertical might experience much weaker revenue growth going forward. We believe it is an ideal opportunity to accumulate as the company would be growing its earnings close to 30%, and maintain our BUY rating with a price target of Rs 2250, which would give a return of 40% over the next one year," says Karvy's research report.
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