SJMDESIGN LTD

India Remains an Attractive Market

If some one wants pure play in India.
I suggest TTM(tata) going forward with global recovery in increasing demand for automobile this company will go much higher than current price of approx $12.(very well run company than most of it peers)
For infrastructure play in india consider IIF .
These shares should be traded if they pop 20% in short term.
For a longer horizion they are good buy if they pull back 5%.

Research in Motion: Reports of Sales Death Are Greatly Exaggerated

Rim is a leader in this field with Apple.
The numbers were not too bad RIM is a buy at current price.
The stock was beeten down badly this friday but it will rebound
as it does every time.

Potash Slashes Guidance

I think downside risk on this stock is High $80 although it did show resistance over last two days in $92.
People with horizon of 1 year will do very well.
This stock will turn up teck this coming spring farmers cannot go forever without Potash.
I disagree with Neutral recommendation on the stock in this article
Lot of anyalist would like to push Pot down so they can take the position at discount.But fundemental are different as demand will rise over time and 5 billion people in this world has to have food.

Investing in Natural Gas: It's Time

NG will hit $2.0 bottom before it will the trend is reversed.
US has reserves for 100 years min.
This is a future gold .
Buy NG next early year this will be bottom.

Some Important Notes on Potash (And Ways to Profit)

Currently i would not go long on Potash it has seen 25%correction within last 2 weeks it trading in a range $102 to $114.
One must trade to gain currently .
Over 1.5 to 2years this stock could gaing 40 to 50% min.

Canadian Bank Valuation Vulnerable to Negative Economic News - Desjardins

Long position on canadain banks is still very good .
Canadian may take a breather due to banks south of our border which are not in good shape and they have tendency to drag us down slightly.
Our banks have escaped most of the brunt compared to us banks and no question we look good globally and we are rebounding very nicely.

McDonald's' New Burger Is Another Reason to Love It

They do their market reaserch good and this will be another hit .
The resister will be ringing good and the earning will be helped.
Macdonald is a buy for long term.

Market Rally and the Return of Irrational Exuberance

I think Peter article is debatable with market low in March this is a rebound in a bear market.We will see may be 10% correction and then move on higher but to predict gloom is not right after all this is global economy and US market will loose some momentum as other market will rebound faster than us.
US market is still the largest and money is to be made .

Raytheon Continues to Report Improved Earnings

Raytheon Co will do very well if one has holding period of 12 to 16 month my view it will rise 50% from current level.
This is a very well managed company and well connected with various dept of goverment.

Decline in Procter & Gamble Is Overdone

PG will come back with good upside.
This stock has been punished due to market down turn.
This is a good time to buy as it rebounds from its low.
This stock will pass it last high within next 14 month
with divident reinvestement program it is a no brainer.
With population expanding and middle class growing
in hundered of million worldwide.
There is one winner and that is consumer good producer.

Intel: Both Technically and Fundamentally Compelling

Intel is a good company but the stock has laagered over last decay
With 80% market share this is disappointing.
They have a low margin for a long time and will continue to do so.
Till they improve this the stock will have slow uptick.

Tata's Nano: How'd They Do It?

This will not work in US as of now.
There are too many non technical (Bean Counter) are in management position regarding engineering design.
Hands on people with good manufacturing experience are not regarding highly.
Other companies abroad have reverse thinking to ours and it working.
We must change this fast and reward technical and creative people.

Dennis Gartman: Next Great Trade Is Canadian Banks

I think Dennis Gartman is dead right about canadian bank.
My fav are TDand RY.
When smoke has cleared theses darlings will double or triple in short time.
In the mean time keep collecting the huge divident and buy back share at these over sold position.
Enjoy the party later take the pain now.

Yahoo Search: Sell It, or Keep as a Buffer?

Yahoo cannot survive on it own for long duration.
Very big mistake when they turned down the last offer now the company is worth far less.
So much for the vision of Jerry Young.
Mr. Softy will at some point buy this at very low price.

Canadian Money Managers Optimistic About 2009, Expect an Equity Recovery

This year the canadian bank has put the botton and they will return double digit return .
My ranking is .
1 TD
2 RY
3 CM
Also potash will out preform the market.