First I apologise for going into hibernation without informing.
I again present contrararian views here. With respect to my post budget prediction I have had to eat my words, but individual stock recommendations have done well(not surprising!).
Without bothering about where the sensex is right now I recommend two articles to ponder over
http://www.valueresearchonline.com/story/storyview.asp?str=8775
http://www.angelfire.com/or/truthfinder/index22.html