Not that many are, being based on fundamentals alone and not able to find a fair hook on timing. Howevrt he FMCG Health calls are fine as a sectoral calls and I disagree ith both exits from ITC and ramping on new Henkel owner Jyothy Labs. Both recommendations define  a very different time horizon than the market horizons currently and this particular rally is obviously not a choice for the house. 

Jubilant Foods and Titan shorts are not going to work for long either. the infra NBFCs in Power from PFC and REC to PTC may take a break here as well, IDFC could restart on the run from 137 or 139 itself and has stabilised by itself sicne the morning. 

Quantum, strangely is better placed with today's picks ( on the ticker) is it just RELIANCE?  

Posted via email from The India Investment Post