' ONAM ' – The harvest festival of Kerala is celebrating during this week.This is the time of enjoyment ,celebration , and friendly competitions.During this week I am not recommending any stock for you , instead you just try to find out a stock based on the following clues.
# This stock is listed only in BSE and not an ‘A’ group stock.
# This is the second largest stand alone listed company ( based on turnover)from the sector in which it is operating.
# The industry in which it is operating is highly fluctuating one and passes through many up and downs in the past , but this company is successfully operating for the past 22 years.
# Company having very low,negligible debt and not a single share is pledged by the promoters.
# It never posted a loss in last five years on an annualised basis.
# It is a dividend paying company.
# Its 52 week high price is below Rs.52
#For the past six years, company is reporting an increase of at least 50% in its turnover in every two years.
# During the latest June quarter company posted an EPS which is 100% higher than the EPS posted in the entire FY 2011-12.
# The most important point - surprisingly this entire company is available for just Rs.10 Cr ( Market Cap) which is almost 1/20 of its last year turnover.
* Data taken directly from BSE web site for your easy calculation .
Try to find it out and send the answers to me@ valuepick@rediffmail.com.
This is not a competition and not any offers for anyone on the basis of the right answer,but I know ,at least few of you will re check the numbers of some mid-small cap companies which will help you at least in future.Correct answer will be posted along with company details on next Saturday.
# This stock is listed only in BSE and not an ‘A’ group stock.
# This is the second largest stand alone listed company ( based on turnover)from the sector in which it is operating.
# The industry in which it is operating is highly fluctuating one and passes through many up and downs in the past , but this company is successfully operating for the past 22 years.
# Company having very low,negligible debt and not a single share is pledged by the promoters.
# It never posted a loss in last five years on an annualised basis.
# It is a dividend paying company.
# Its 52 week high price is below Rs.52
#For the past six years, company is reporting an increase of at least 50% in its turnover in every two years.
# During the latest June quarter company posted an EPS which is 100% higher than the EPS posted in the entire FY 2011-12.
# The most important point - surprisingly this entire company is available for just Rs.10 Cr ( Market Cap) which is almost 1/20 of its last year turnover.
* Data taken directly from BSE web site for your easy calculation .
Try to find it out and send the answers to me@ valuepick@rediffmail.com.
This is not a competition and not any offers for anyone on the basis of the right answer,but I know ,at least few of you will re check the numbers of some mid-small cap companies which will help you at least in future.Correct answer will be posted along with company details on next Saturday.
cochin malabar state
ReplyDeletePlease send the answer only to e-mail.:)
DeleteHi
ReplyDeleteConstant reader of your blog
Plz advise me on following stocks in case you track them
1. Vivimed labs - am invested at 380 lvl
2. Delta corp @ 62
3. Alembic pharma @ 52
I plan to remain invested in them for couple of yrs and hoping to double from current level - whats your opinion
I have recommended Vivimed @ Rs.280 (http://value-picks.blogspot.in/2011/01/vivimed-labs-buy.html) which is now around Rs.380/.At this price not recommending a Buy .If you are willing to take above average risk you can Hold it .
DeleteNot tracking Delta Corp
Hold Alembic pharma
Thanks a lot for your advice.
DeleteWld appreciate if you can provide some more guidance - I also have
1. Graphite India @ 90
2. Claris Life sciences @ 210 - Can I buy more at current levels
3. HSIL @ 140
4. Prime Focus @ 52
Your advice would be beneficial to me.
God bless u
Not tracking Prime Focus,Hold the rest.
Delete
ReplyDeleteDear value-investor,
I have bought dishman pharma @95.35.It is trading close to its 52 week high. Need some advice for this stock.
Thanks
Not tracking Dishman
DeleteDear Sir
ReplyDeleteWhy this contest.
Is it a buy recommendation for those who have identified correctly.
Seems to be a very promising company.
thanks
AR
Your view on pitti lamination please. You have been deleting my posts
ReplyDeleteHold Pitti.Not Deleting the comment of anyone specifically .Sometimes due to time constraint I may not be able to reply for all .
DeleteThank you
DeleteDear Valuepick sir,
ReplyDeleteI do have 1LAC ideal money to invest in at this time.
am planning to invest as per follow
Bharti airtel :-20%
IOC :-20 %
Bank of india :-20%
Canara Bank :-20%
20% not decided yet,may be i will go for IFCI after correction gets over.
I DO KNOW THAT YOU DONT TRACK MOST OF THE LARGE CAPS,but these stocks are at 52 weeks low & i want to invest money for period of 1 to 2 month so need some opinion about this from your point of view.(am satisfied if i get 10% return on this combination in this period)
Dear Sumit
ReplyDeleteAs you mentioned , I am not tracking Large caps .So I think silence is the best answer :). Moreover I am unable to say anything about investment in stock market if it is a time bounded one.
Dear Sir,
ReplyDeletePlease give your valuable advice on Opto Circuit.
1)After recent correction , is it a buy at these levels.
2)What do you think is impact of ICRA'a remarks on their Cash flows.
3)Do you still believe its a long term investment or it should be bought only for trading gains now, if at all.
Regards,
Prakash
Dear Valuepick,
ReplyDeleteConstant reader of your blog
Plz advise me on following stocks in case you track them
1. Jai Balaji Industries
2. JPT Securities
3. GOKAK Textiles
I plan to remain invested in them for couple of yrs and hoping to get good returns- whats your opinion
Regards
KOTI
Dear Prakash
ReplyDeleteWhether a scrip is good or bad supply and demand in stock exchanges is an important factor affecting the price movement of any stock.I feel, in the case of opto circuit - being a stock with higher institutional stake- a lot of shares came to the market in recent days from institutions and big investors.In such a situation sharp upward price movement will happen if there is a counter party to mop up the offered shares.Till the smoke settled and company addressed the mentioned issues and market convinced on it ,it may move range bound .If you are not interested to take higher risk wait for some time/price wise consolidation.
has your view changed for bharat gears?
ReplyDeletefrm 80 it has falled to 63
Aditya
Dear Aditya
DeleteDue to production stoppage in Maruti and production re arrangement in other auto companies due to fuel pricing policy ,auto ancillary cos may pass through tough times in short to medium term.
can u suggest buy in tastybites aftr bad results
Deleteappreciate your replies
DeleteThank you VP sir
Sharp rise of vegetables due to sufficient rain may again affect the company.So leave it for the time being .consider an entry around Rs.85.
Deletehello sir , im following ur posts regularly ,but maximum all of your picks are listed only in bse please suggest nse stocks . thank you
ReplyDeleteVALUEPICK JI
ReplyDeleteHAPPY ONAM
BRK
Same to you
DeleteHi VP,
ReplyDeleteAlthough, in general power sector is not doing well due to government's reform apathy, but Adani Power and JSW Energy are at 52-week lows and 60% plus below from your recommended price.
1) What is your outlook on these 2 companies.
2) Would it be prudent to buy now or will they still go down ?
Happy Onam !
Dear Friend
DeleteI don't think anyone can say accurately whether a stock will go down further .What we can do is ,try to assess whether a stock is worth or not at current price.You rightly said the current situation of many sectors which is depending on government's decisions.But I believe there is a limit for everything and beyond that we can't extend the time to take decisions indefinitely.Power is one such sector and the recent tariff hike by many states are a right step in this direction.I feel the worst is over for this sector and at the same time it will take some long time for its better days too.So stocks in this sector may move range bound for some more time.
torrent power also seems bottomed out. it is showing +ve divergence in rsi in daily as well as weekly charts. good volumes are also seen. is it being accumulated?
Deleteyr views please.
hi
ReplyDeleteplease update about anjani portland. Can it be avereged right now or quit or hold.
They sold their co generation plant which was enough to produce more than 50 % power for their entire operations.Better to shift to India Cement/Sagar or Dalmia Bharat.
DeleteDear V.P
ReplyDeletePlease let me know your view on Hinduja Global, Shasun Pharma
Not tracking Hinduja Global,HOLD Shasun
Deletei purchsed technofab eng (1k) last yr with ur referance of recommendation as well as my logic @230 now trading half of purchase price wht to do ?
ReplyDeleteIt is not due to any problem of the company specific. The entire engineering industry is facing from low order inflow due to slow capex plans.Not expecting much downside from here.
DeleteHlo VP,
ReplyDeleteBased on your recommendations i have a list of stocks i like to invest in...
Bharat Gears - Recommended at Rs 80; CMP Rs 60
Blue Star - Recommended at Rs 192; CMP Rs 184
Ion Exchange - Recommended at Rs 126 ; CMP Rs 127
EPC Industries - Recommended at Rs ; CMP 130
Is the list OK or would you like to suggest some other stocks....please help me...Thank You.
Auto ancillary companies may face some slow growth in medium term
DeleteHello Dear VP,
ReplyDeleteI bought one of your recommendation India Gelatine. It is down more than 10%. Please suggest what should be done.
Once again unfortunately the stock I bought going down from the list of your suggestions.
Hold it
Delete
ReplyDeletewant to know your suggetion for
ador fontech
vinati organics
dhanuk agritech
elgi equipment
happy onam sir,your suggetion is remarkable
sunil, bihar
Dear VP sir,suzlon is one of your recommendations should we purchase in suzlon in this quarter for some positive announcement.
ReplyDeleteHi VP,
ReplyDeleteAm a new follower of your blog, having started today itself. You have posted some valuable insights on EPC Inds. Thanks. I would also like to bring a stock to your kind attn. - Nucleus Software Exports. Didn't find any thread on your blog on this. Find this stock attractive on value parameters.
Can you please share your views on this?
Regards
Alok Agarwala
Hi VP,
ReplyDeleteAnother stock - Bilcare Ltd. Have launched a non-clonable packaging material / technology for pharma products. this tech will also have applications in other areas such as currency notes, etc. Had visited their plant and spoken to the management too. theoretically good, but they have failed to live up to their reputation till now. execution / implementation is poor. Recently they sold their clinical research division following which stock jumped from Rs. 145 levels to Rs. 189 odd. has fallen back to 148 levels.
Do you think the company has any real potential? of course they have debt related issues mainly pertaining to repayment of FCCBs
Comments requested
Regards
Alok Agarwala
Excellent and helpful post… I am so glad to left comment on this. This has been a so interesting read, would love to read more here….
ReplyDeleteSir
ReplyDeleteWant to know your current opinion on Mazda Ltd.
Regards
AR
Dear Sir,
ReplyDeleteWould you know the reason, why Taneja Aerospace is going down?
Hello Valuepick Sir,
ReplyDeleteWould you suggest entering in Granules India at these levels?
From your pick I bought India gelatine and not Granules. But Granules went up and India Gelatine down :(
Dear VP,
ReplyDeleteSome more clues for the stock :
Does it started 22 years ago on 25 feb 1990 ?
Paying consistantly 10% dividend from last few years ?
hi VP,
ReplyDeleteRecently came across your blog and very happy to see all wonderfull threads.
Will like to know your opinion on MANALI PETRO AND TECPRO SYSTEM
Thanks
Dear VP,
ReplyDeleteWhat is ur view on Reliance Infrastructure purely on a valuation perspective and a total infra play
Regards
Laya
Dear VP sir,
ReplyDeletelooking fro saturday,please reveal stock name & end this suspense :)