Today , after the UP Poll outcome all stocks from sugar sector reacted sharply down.I feels this is only an over reaction.Long term investors should take it as an opportunity to buy if there is any further correction.Even without de-control ,the risk reward ratio on a two year time frame justifying an investment in sugar stocks at current level. Moreover I don't think anything negative has happened to this sector due to the victory of SP in UP and really it may be positive on many grounds. Since the market volatility is high due to the upcoming important events like RBI policy ,Budget ..etc , one may adopt a strategy to buy it in different lots.
Hi Valuepick,
ReplyDeleteDo you mind doing a post on the business of the sugar industry ? Like how they earn their money, what impacts them +ve/-vely , what economies of scale they enjoy and things like that..
Dear Raja
ReplyDeleteI don't think Sugar is a complicated industry to understand,where mills are generally divided into two - Integrated and others.Integrated sugar mills are mainly in different products viz sugar,power,Molasses,Alcohol,Ethanol,organic manure ..etc..Details on the policy of govt and their working is easily available on some basic home work.
Hello Sir,
ReplyDeleteI want to invest in finolex cable, shanthi gears and GMR infra. Please let me know your view on the above mentioned stocks.
Varun
Positive on Finolex cable and Shanthi Gear for long term.Not tracking GMR Infra
DeleteHi Valuepick Sir,
ReplyDeleteCan I buy Superhouse Ltd at CMP? Why is it lagging even when its earnings is good?
regards,
Prakash
Dear Sir,
ReplyDeleteI would like to know your valuable openions on V-GUARD INDUSTRIES & MUNJAL SHOWA.....
Both seems good bets from small cap space for medium to long term .....
Both are reasonably good
DeleteDear Sir,
ReplyDeleteCan you please shed some light on Surana Corporation, (i know this is not releveant to this post, but pls do the needfull)
Dear Raghav
DeleteI think it is a risky bet .Price may or may not increase but I am bit Skeptical on surana group as a whole.
sir thanks ur posting.
ReplyDeletenow this is the time to know ur views for medicamen bio, gei ind, srinivasa hatcheries at the cmp.
-thanks as usual-.............
Book loss in Medicamen Bio,hold the rest two
DeleteCan u tell me your view on hdil
ReplyDeleteStocks from this sector may face some pressure if there is no positive announcement in next RBI policy.Buy on dip around Rs.85-90/-
DeleteValueji,
ReplyDeleteManappuram Is now at 38 can i take exposure of 5% of portfolio for 2 years?
regards,
Babitha
Better to not buy in one go
DeleteHello VP ji,
ReplyDeleteThanks for all good reports here. I would like to know your view on Religare Tech and ThinkSoft.
Sorry.. Not tracking both companies.
DeleteDEAR
ReplyDeleteGUJARAT NRE HAS COAL MINES IN AUSTRALIA AND OTHER COUNRIES AND THEY ARE ALSO IN TREADING BUSINESS. THERE IS BIG UPWARD MOVEMENT IN COAL PRICES. COMPANY HAS GOOD SALES AND NET PROFIT GROWTH Q2Q. THEN WHY THERE IS NO APPRICIATION IN CMP?
PATIDAR
Dear Patidar
DeleteNot closely tracking this company , but bit skeptical about its management
how is epc industrie at 134 cmp.
ReplyDeleteIf in a position to subscribe Rights issue , go for it
DeleteTracking your blogs has really become so easy now. The current format of Question & Replies just below it is awesome.
ReplyDeleteKeep up the good work.
Thanks Prasad
Deletehi Value Pick - Is Camlin Fine a wait and play game? is there any point in accumulating now?
ReplyDeleteThanks
Dan
Dear Dan
DeleteReally lost my interest due to unnecessary face value split
dear valuepick,
ReplyDeletecan you advise about geodesic ltd.
regards,
Hello VP,
ReplyDeleteI would like to know your opinion on Hinduja Global Solution Ltd - good BPO presence, repetitive business, 6%+ dividend yield, couple of acquisitions in last year, revenue should be in excess of 1200 crore. Shall be grateful for your advice on buying it at CMP of Rs 310.
Dear Kamal and Anonymous
DeleteNot tracking these two , generally I have not enough knowledge to thoroughly analyse companies from IT sector.