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I have recommended this stock on 13 May 2012 @ Rs.86/- ,which is currently trading @ Rs.181.Even this stock gained more than 100 % in less than five months ,recommending to HOLD at CMP.
Dear VP, This was fantastic.. I have one request which will help all and we can debate also. Can you now give a round up Stocks which need to be in core portfolio say around 5-8 stocks , your others new pics could then get into positional allocations. Also what is your call on % mix of core stocks in a portfolio. Pl share your views.
Hello Sir, I hold the following 1. RCOM 2. Punjloyd 3. GMR infra 4. Aurobindo pharma 5. IL&FS transportaion Your view on above stocks from long term perspective would be of great help. Regards, Raj
sir, your views on cairn india needed? Sir whats the impact of receiving payment and keeping reserves in dollar term on long term specially when dollar depreciate? Isn't it risky?Thanks manoj
I have a query on Roto Pumps, it's a tiny equity base, well managed company but still till now why it has got ignored by investors and never got re rated. There must be some reason for it, coz even in the last bull run it never shot up and 125 remains a barrier for it till date. Kindly your views on this?
This is common in market but if the company continue its business growth once people will identify and scrip will reward.Till then wait patiently ,concentrate only on business growth.
Dear VP, This was fantastic..
ReplyDeleteI have one request which will help all and we can debate also.
Can you now give a round up Stocks which need to be in core portfolio say around 5-8 stocks , your others new pics could then get into positional allocations.
Also what is your call on % mix of core stocks in a portfolio.
Pl share your views.
Thanks.
Prakash
when time permits :)
DeleteHello Sir,
ReplyDeleteI hold the following
1. RCOM
2. Punjloyd
3. GMR infra
4. Aurobindo pharma
5. IL&FS transportaion
Your view on above stocks from long term perspective would be of great help.
Regards,
Raj
Don't like the first three.
Deletesir,
ReplyDeleteyour views on cairn india needed?
Sir whats the impact of receiving payment and keeping reserves in dollar term on long term specially when dollar depreciate? Isn't it risky?Thanks manoj
Can they change their policy as and when required ?
DeleteDear VP,
ReplyDeletePlease give your views about the management of Selan exploration and future outlook
Positive on this stock in long term.
Deletesir,
ReplyDeletedo you track hind industries and flex foods?
thanks in advance
jerry
I don't like both these.
DeleteDear sir
ReplyDeletePlease do give view about glodyne technoserve.
Not tracking
DeleteHello Sir
ReplyDeleteI have a query on Roto Pumps, it's a tiny equity base, well managed company but still till now why it has got ignored by investors and never got re rated. There must be some reason for it, coz even in the last bull run it never shot up and 125 remains a barrier for it till date. Kindly your views on this?
Regards
Akshay
Dear Akshay
DeleteThis is common in market but if the company continue its business growth once people will identify and scrip will reward.Till then wait patiently ,concentrate only on business growth.
Dear VP,
ReplyDeletePlease give your views on Gulshan Polyols and N.R.Agarwal Industries.I am holding the shares.
Thank you