Investment opportunities for the month of September

I am looking at Tata Steel and Indian Hotels for investments during September. I follow the Value averaging method of investing. I already picked up some shares of Tata Steel today at 525 apiece. I really think it is available at a discount with minimal downside.

I really would like to pick up Indian Hotels, they had announced today to set up 50 new hotels under Gateway name. But I ran of money for this month since I picked up some piece of Reliance Communication which is also available at a great price with limited downside.

I am selling off some of the non-performing stocks to get the rupees to invest these good stocks. But I am confused if I should put in more money this month or should I wait for October. I think the markets will still be as volatile as now for the next 2-3 months so I should be able to pick them up at prices closer to what they are right now. Lets see!

RK

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DLF decision to buy back good for the stock?

I don't know the exact reason why DLF decided to buy back shares in the open market and I really don't care since I believe it is a very good company and will continue to do well in future and, more importantly, I think it is available at great price. May be that's one reason why they want to buy back!

Anyhow, I am more interested in seeing if this has any impact on the stock price. Will it raise in the short term? Is it good for the investors who would like to hold on? I think the price could move up a little bit and also that it is good for the rest of the guys who like to keep invested as, obviously, there will be fewer number of shares and shareholders to trade in so there will be a big demand when the markets correct in the coming months.

But having said that I think one needs to keep an eye on DLF when the stock price reaches peak levels. Will they take that opportunity to sell off and make a gain? This is something that needs to be looked in the next 2-3 years time.

RK

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Tata Nano and the Singur Issue - Mamata Banerjee's dangerous political game

Is Mamata Banerjee a bitch who is out to gain political mileage by acting to promote the farmer's cause or is she the true savior as she seeks to project herself? Well, its hard to answer this especially without knowing the truth behind the protests.

There is definitely a point in the protests but, only if, the farmers are not adequately compensated for their lands and also for their future. What I mean by that is if farmers were paid much below the market prices and if they are not being offered any kind of jobs within the plant, however menial it maybe, that can ensure their future income.

In my opinion the small farmers are better off selling their land and getting employed. Farming is no easy job anymore - We hear news about the suicides from so many parts of the country, don't we?

Protests, for any other reason, is either purely political or Tata's corporate rivals could be playing their dirty games to stall the Nano from taking off.

I have to praise Mamata for one thing - the timing of her entry. She waited till the last moments to take up this cause knowing fully well that Tata's have no option but to settle when the plant is at its final stages. Its too expensive for Tata's to move anywhere else at this point and this could put the entier Nano thing at risk. She is a shrewd woman, thats for sure.

So whatever may be the motives there is only one way out i.e for Tata's and the West Bengal Govt. to compromise and give in to some, if not all, of the demands.

RK

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Stocks that I missed to buy

One of the stock which I thought will do well but that I missed to buy is Crompton Greaves. I was watching for some time now and I saw it fall to 200 and I wanted to get in but I always got distracted by other stocks when it came to actually put in my money. I bought minuscule number of shares around 220 and sold at 250. I wanted to get in when it came back to 200 but it never did and its right now hovering 280.

Stocks in my focus at the moment!!

Some of the stocks that I am looking to get in at the moment (these vary almost on daily basis) are

1. IDFC - I think its available at a good price
   
   
2. IndiaBulls Financial Services - I think it fell too sharply so provides a good trading opportunity. To be frank I don't have much idea about its business and the reason for the fall.
   
   
3. Indian Hotels - Again its available for a good price
   

I would also like to get into Reliance Communications but not too sure about Mr.Anil Ambanis future plans for it. And my plan was to invest more into DLF and some of the banks but unfortunately the oil prices dropped and these stocks zoomed.