I have recommended a BUY on Sabero Organics @ Rs.55/-(For old report Click HERE)
which is currently trading around Rs.143/-. For the quarter ended September
2012, company posted excellent result .Operating income increased from Rs.105 Cr to Rs.141 Cr
.After a gap of five quarters company back to black with a profit of Rs.4 Cr where it was a loss of Rs.16 Cr in last year same quarter.Under the new management of experienced Murugappa group , company is expected to grow ahead .Recommending to HOLD and those with some risk appetite can even consider a BUY with long term view at CMP of Rs.143/-
Sir,
ReplyDeleteCan I please have your comments on Tulip Telecom, BHEL & Allahabad Bank please
Not tracking any of them
Deleteexcellent prediction- hats off to your acumen & research
ReplyDeleteDear sir,
ReplyDeleteThanks for your suggestion, your comments on subex, kcp & prestige estate?
Hold KCP if you have a long term view, not tracking the rest
DeleteDear Sir,
ReplyDeleteThanks for the timely update. The results are really awesome. To get benefit in this scrip, patience is required.
Arun Kumar
Hyderabad
Patience will pay off in good stocks
DeleteDear VP,
ReplyDeleteWhat is your view on Gulshan Polyols, are they capitalizing on the interest cost as in Ayush's Screener or it is good as suggested by Amit in his blog.
The results seems good and the promotor stake has been increased and with very less float available for public.
Regards
Neil
Please
Not strictly tracking this stock and no idea about the quality of this promoter ,hence no comments.
DeleteHi Vp
ReplyDeleteBeing a low float company Will Bambino move like Sequent ?
dear value
ReplyDeleteis there big value in rallis india in the long term?
PATIDAR
Not bad ,but a possibility of merger with Tata Chem can't rule out in future.
DeleteHi Valuepick,
ReplyDeleteHave been following your blog for the past few weeks and find that the quality of research is quite good.In the current market i'am focussing my energies on stocks with decent dividend paying record and decent enough dividend yield.
In this connection i've recently purchased shares of Rapicut carbides and Kilitch Drugs limited. wanted to know your views on the same.
thanks
Nelson
Frankly speaking I am not much looking into the dividend part .
DeleteSir, Heritage Food rocket shoots up today...can we enter at these levels? hoping to the valuation should reach 400 in 2-3 months? Your views please?
ReplyDeleteRecommended @ Rs.200 ,now above 300 and it is a hold for me.
Deletesure
ReplyDeleteTODAY IS THE DAY OF VPji ,SEQUENT SCIENTIFIC,HERITAGE FOODS,KSB PUMPS,BAMBINO AGRO ..ALL ARE ROCKING
ReplyDeleteTHANKS VP
SHABEER
Only god's grace :)
DeleteHi VP,
ReplyDeleteThanks for the updates!
But if that is the case, I am surprised, why market has taken it negatively and the stock fail by almost 5% today.
Regards
Sakharam
This is the trend we are seeing in many stocks during the result declaration time.Some short term players entering in stocks just few days before result and they are exiting on the day or following day of result for making some quick money .Irrespective of the quality of result they will exit and enter another stock which is due for result on the following days.This creates volatility in these days.In many cases they are taking positions without full payment and forced to close out position in stipulated time .Only after this phase stock price move in the true direction.Don't worry about these type movements .Stick to quality and take this type movements as opportunity to enter into good stocks.Our aim is create wealth over long term and not making few rupees over night.
DeleteThanks a lot VP!
DeleteThis is a very valuable lesson for me.
Regards
Sakharam
Dear sir,
ReplyDeleteBeing a new entrant to market, kindly let me know the basic factors to view a share?
Didn't get the question
DeleteDear vp sir,
ReplyDeleteYour view on Bambino & basanth agrotech at current levels?
NO meaning in commenting something on few rupee moves ,if there is nothing happened which affects the stock fundamentally.
DeleteVP,
ReplyDeleteSabero Organics hit Upper ckt on Monday and fell today after results. Seems like traders must have exited with small profits.
Reg Granules its showing weakness from last few days and hovering at 188 levels. Any particular reasons as expecting better results due to expansion commencing production.
Thanks
Sir ,In one of the posts you had recommended blue star .Between blue star and Hitachi solutions which seems to have a better prospects?
ReplyDeleteGranules - Expecting normal growth in this quarter and expanded capacity is expected to start reflecting from third quarter onwards.
ReplyDeleteI am going to buy sabero .i have done my home work.just thanking you for this diamond
ReplyDeleteSir,
ReplyDeleteI have read your blog and your suggested stocks have grown, but these stocks are the ones which you have suggested earlier. Kindly let me know about where I can invest at this stage as I am very new, I don't want to take a big risk but to do short term transactions. Please advice.
Thanks in advance
Hello VP,
ReplyDeleteWhat's ur view on Alok Industries Limited, cmp@12.25?
Sir, your opinion on Praj and Renuka please? Holding 1000 shares in both @49.2 and @36 respectvely. Renuka's movement is perplexing really.
ReplyDeleteNot tracking Praj,Hold Renuka
Deletesir,
ReplyDeleteI bought it at 156 currently trading it 92. Can still hold sabero or sale or wait for year or add more? pls guide me
Jayesh
Average it and HOLD.
Delete