Isn't it the Right time to invest in stocks

[D K Jain]

Isn't it the Right time to invest in stocks

There is an expert view that a sudden precipitous fall in the market is often a good [if not the best] time to

BUY the stocks that you always wanted to Buy. You may or may not do that , but do consider the proposition 

.

A few good, strong stocks have been listed here for such an objective. Those with a high EPS , if not

 the lowest PE. Good stocks are good even if the PE is high. It is Hi because they are well rated.

 Since markets have fallen quite a bit in the last 1 month of this war, they could be available at a 

lower PE, valuation. Some picks given here....Data is for 12M hi price, current price, upside from the 2,

EPS, PE & 3M Lo price. EPS equalised to FV 1. 

1. State Bank   1234    979    26%     90.2/10.9     974

2. Bajaj Finance  1102    801    37.6%    29/27.7    788

3. Maruti Suzuki  17370    12306    41.1%    95/25.9    12201

4.ICICI Bank   1500    1205    24.4%   37/16.3    1200

5. L & T  4440    3505    26.7%    58/30.3    3288

6. M & M  3839    2955    29.9%    25.4/23.4    2900

7. Axis bank   1418    1161    22.1%     42.3/13.7    1154.

8. Ambuja Cem  

    3M Hi Lo taken    573/394= 45.4%   7.5/26.7    394

Others could be Titan, LIC housing, Wabag, Pnb hous, Ashok leyland, HDFC, TCS{IT senti is no good tho'].

SBI has the best data in terms of a Hi EPS and a Lo PE. Ditto with maruti with a Hi upside. Both hv had good

sentiment recently. Eicher is good with one of the highest EPS & similar upside. 

For Information only

DK Jain