STOCKSDOCTOR - BNRSTOCKS

Get the Bud from the “Budget”………

The stimulus dose has been given to the slowing economy by the FM. The dose is a long acting balanced one. The sustained release of the budget proposal can be a good foundation to maintain the 8.5% growth rate. So get plant with the bud now and enjoy the fragrance of the flower later.

The auto sector will benefit from the excise cut but the rising cost of inputs is a great concern. So no run up or flare up at this point in time but the laggards will benefit the most in the long run.
The banking sector got the liquidity from the write off and support to the extent from the govt. The real problem is the new loan can get the repayment on time?.
The cigarettes get costlier that to the poor persons choice- no filtered one.
The Dividend double taxation is no more can support the parent companies whose subsidiaries are doing well.
The excise cut and rationalization of CENVAT can save good amount of tax saving to big companies, can add to the bottom line of the manufacturing sector.
The drag is from the petrochemical sector and the techies. The customs duty cut at the import level can save some amount but the levies on naptha will eat away the profits.
The tea sector got the excise relief.
The steel sector is nothing to worry or cry for the direct support from the govt. The infrastructure spending can take care.
The tourism and the hotel sector go hand in hand for their survival.
The cement companies are paying the price for the confrontation they made, now the telecom sector joined.
The set top boxes, data cords and the Internet expansion can add to volumes but not from the “Hello FM”.
The cold chain and the retailers are the sustained growth sectors in future got the required support from the budget.
The clear winner of the budget is the Pharma. The companies can get undisputed and the most required support on fronts. The hospitals also got the support and the health of net profit “insured”, be improved upon.

The Nifty can get the bottom support but the draggers put pressure on the top.

The politicians and the bureaucrats failed to dig-out the accumulated black money for more than 50 years but understood to crush the genuine tax players. The most unorganized sector of Dalal Street got deathblow. The Day traders whose support is crucial for the liquidity mercilessly squeezed. The need of the hour is to create a big union of the day traders and the short-term investors/momentum supporters to get the voice heard to the Delhi lobby.

A WILD DREAM- “THE MINISTER FOR SPECULATION” - WRITEOFF THE LOSSES MET BY DAY TRADERS AND SMALL INVESTORS AND 25 % TO HNIs, INCURRED DURING THE STEEPFALLS FROM 1991 UPTO JAN-2008. THE MINSTER ALSO QUOTED “ LOSS IS A LOSS TO ANY BODY AND THE GOVT. IS MADE BY EVEVRY BODY SO NOT COMITTED FOR SOMEBODY”.