Infy on 1908 @ close today. Put a stop loss @ 1945.
Sell 1/4 on 1945, 1/4 on 1965 and hold the remaining, though the stock looks strong, it is better to take some money off the table.
Satyam can report anywhere between 65% to 75% rise in YoY numbers, depending on how they project their numbers, HOLD on Satyam and TCS for the time being. TCS might lag with a 40% -60% increase in YoY numbers.
Wipro should be looking aggressively @ acquistions now, if the company does not grow inorganically in the next 6 months and start gobbling small players in India and abroad, the call for the company is SELL at the end of this quarter.
Wednesday, October 11, 2006
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