Views On Selected Stocks

yusuf said...
SD, Whats your take on Dialog, Equine and RBLand? Reckon its good? When u reckon this toxic debt scenario will peter off? Will there be a run this week prior to the Budget?
12:14 PM

Salvatore_Dali said...
yusuf,dialog = overpriced, considering the projects they got... sapcrest, coastal and ramunia the way to goequine = fortunes tied with connections, if connex go down, the stock is kaput, connex is in icu now

rbland = nta of rbland is 1.80 only, above 2.50 u r paying too much premium for ijm properties injection, might as well wait for requotation after absorption for better entry px, or just go into Talam as next possible exercise, the catalysts are looking good for talam anyway

Subprime = thrashed the subject to death, pls re-read old postings

Budget = personal n corp tax cuts definitely, nothing to shout about, all the corridors also announced and strategised to death already, whats new, no budget rally

Comments

yusuf said…
loud and clear; crisp and clear not as colourful as a loud bond salesmen in solomon's trading room....another words im screwed big time.thnxs SD for the effort in replying it. appreciate it.
ekkamai said…
you wrote about N2N,n well their Saudi's biz is taking off, what about Excel Force? Appreciate yr view.
Salvatore_Dali said…
n2n biz model is a lot better than those mobile content ones, results have been very good and should continue to grow, still awaiting news on saudi... wait for rise in volume before re-entering. No comment on Excelforce, is that a tv series?
ekkamai said…
EForce 0065