Wednesday, February 5, 2014

Pharma, IT - Flavor of the season

Still going to stick my head out and claim that IT and Pharma are the flavor of the season.

Some of the 52 wk high - low values

TCS: 2384 - 1363
HCL Tech: 1470 - 652
Sun Pharma: 650 - 370
Dr Reddys: 2690 - 1720
Lupin: 950 - 569

Have you looked @ Ajanta Pharma? After bonus in July 2013, its back to nearly same price.

Banks will have to make a comeback if economy has to go up.
With the tapering of the Fed, there are thoughts of a mini meltdown.
If yes, nice time to look at banks and of course the Index MFs.

Thoughts?

Disclaimer - Please don't buy these stocks. Just trying to give some clarity.

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