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

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