Transport Corporation of India & Bharat Rasayan

Transport Corporation of India provides unique opportunity where demerger will potentially unlock value. Expecting demerger to complete in next 6-8 months. Hence, investor with enough patience can enter into the stock.

(Disc. Invested)

Bharat Rasayan - http://news.agropages.com/News/NewsDetail---17003.htm talks about experience and pedigree of promoters. Since monsoon will likely to benefit agri stocks, Bharat Rasayan can be fruitful investment for medium to longer term. Hence, we advise our investors to enter in this stock.

(Disc. Invested)

ISGEC - Repeat

ISGEC was initially recommended last year in July, from there on company has shown significant top line and bottom line growth in every quarter. The best part of the company is timely execution of orders and excellent promoters pedigree. Besides having strong experience in manufacturing heavy engineering products, company also collaborate with market leaders through joint venture.

The additional reason for investors should be positive about the company is because this quarter we have seen many sugar manufacturing companies has posted stellar quarterly results. Since, ISGEC also have sugar manufacturing subsidiary, we believe, sugar segment will help in bottom line to grow significantly.

We believe this is one of those unique opportunities where investors do not want to play only on highly commodity based business, yet they want to participate in rally on upward commodity cycle.
We advise investors to accumulate the stock between 4500-4850.

(Disc. Invested, recently added more).

Take Solutions - Repeat

We have seen consultancy based IT firms tends to rise faster as they quickly get orders, execute it and shows profit and growth in their balance sheets but as industry gets saturated, eventually major clients moves to most beneficiary options. Hence, it is always better to look for a product based IT company which though takes time established long term market for themselves.

Recently such a company, Take solutions has achieved a milestone by signing deal with 100th client for its product named 'pharmaREADY'. Considering one time effect of Chennai flood and order execution delayed will be taken care of in previous and coming quarters result, we believe company will be on right track from next quarter on wards.

Here's a company with significant growth, diversified business solutions and a unique product solution; which may proved to be a major factor of growth in future, available at a discounted price due to unavoidable circumstances. We advise long term investors to accumulate stock.

Disc. Invested.