Warren Buffett Quotes

Saturday, November 10, 2012

DIWALI WISHES ....







WISHING A HAPPY DIWALI AND PROSPEROUS  YEAR AHEAD.THIS TIME I AM CHOOSING  'BRAND' AS THE THEME FOR  STOCK SELECTION.WE ALL KNOW HOW A BRAND IS IMPORTANT FOR COMPANIES AND HOW STOCK MARKET VALUING COMPANIES WITH GOOD BRANDS .WE HAVE MANY EXAMPLES BOTH FROM MNC AND INDIAN SPACE LIKE NESTLE,GSK CONSUMER,P&G,TTK PRESTIGE,PAGE INDUSTRIES..Etc.THEIR BRANDS ARE THEIR BIGGEST ASSETS AND THE MAIN FACTOR DRIVING GROWTH YEAR AFTER YEAR.BUT IT IS A FACT THAT STOCK PRICE OF COMPANIES HAVING GOODS BRANDS ARE HIGHLY PRICED AND OUT OF REACH OF MANY SMALL RETAIL INVESTORS . BUT STILL THERE ARE SMALL BUT GROWING  COMPANIES WITH GOOD BRANDS IN SOME NICHE SPACES.MANY OF THE SELECTED COMPANIES ARE ALREADY RECOMMENDED HERE AND SOME OF THEM ARE TRADING AT THEIR 52 WEEK HIGH LEVELS.SOME STOCKS EARLIER RECOMMENDED FOR PROFIT BOOKING ,BUT NOW CONSIDERED ALL POSITIVE DEVELOPMENTS INCLUDING FINANCIAL PERFORMANCE AND OTHER FACTORS HAPPENED THEREAFTER WHILE SELECTING THESE STOCKS.I BELIEVE EVEN THESE COMPANIES ARE TRADING AT SUBSTANTIALLY HIGHER RATES ,INDIA'S FAVORABLE DEMOGRAPHIC TRENDS WILL DRIVE THE GROWTH OF THESE COMPANIES GOING FORWARD.








 Company :Heritage Foods                

 Industry  : Dairy
 CMP :440
 Initially Rec.Price : Rs.200
 Sales   FY 2008           FY 2012
              Rs.588 Cr        Rs.1394 Cr
Link to Old Recommendation  HERE
Link to Company website       HERE
Link To Latest Annual Report HERE







Company :La-Opala RG                
 Industry  : Houseware
 CMP :Rs165
 Initially Rec.Price : Rs.50
 Sales   FY 2008         FY 2012
              Rs.55 Cr        Rs.115 Cr
 Link to Old Recommendation  HERE
 Link to Company website       HERE
 
  




Company :Bambino Agro                
 Industry  :  Packaged Foods
 CMP : Rs.61                                  
Initially Rec.Price:Rs.40                          
 Sales FY 2008      FY 2011
           Rs.92 Cr        Rs.215 Cr
        Link to Old Rec. HERE
        Link to Company web.HERE




Company :Acrysil        
Industry : Designer H.Wares
CMP :Rs.117                        
Initially Rec.Price : Rs.85 (Adj.to Bonus Issue)
Sales   FY 2008         FY 2012
              Rs.30 Cr        Rs.62 Cr
 Link to Old Recommendation HERE
 Link to Company website       HERE
 Link to Latest Annual Report   HERE 







Company :Orient Bell        
Industry : Building Materials
CMP :Rs.69                        
Initially Rec.Price :NA
Sales   FY 2008         FY 2012
              Rs.214 Cr        Rs.546 Cr
  Link to Company website       HERE
 Link to Latest Annual Report   HERE 

81 comments :

  1. Dearest VP,

    May God give you the energy to continue your service to the small investor community for many years to come.

    Best Regards,

    ReplyDelete
  2. Dear Mr VP,

    Wish U A Happy Diwali & A Prosperous New Year.

    Great Job.

    God Bless.....

    Aajay

    ReplyDelete
  3. Dear vp sir,
    You are doing a yeoman service to small investors with your wonderful insights on various shares.u have set us all thinking about all perspectives before investing. As is the case above truly the middle class of india are taking up to brands in a big way stocks related to consumer goods are doing well.kindly let me know your take on loveable lingerie and page inds.

    ReplyDelete
  4. Sir,
    Wishing you Happy, Healthy Diwali & prosperous New year.

    Thank you for your excellent guidance and you get unbounded energy to guide small investors.

    Happy Diwali to All the readers too.

    ReplyDelete
  5. Happy Diwali sirji,god bless you & your family.

    ReplyDelete
  6. dear vp sir,

    i wish you and all your family members a very happy and prosperous DIWALI . what is the hidden potential of jkagri after recent development ?

    ReplyDelete
  7. Happy Diwali to you too sir :)
    God bless

    ReplyDelete
  8. Hello Sir,
    Happy Diwali!! Sir i am grt fan of urs and ur investmnt philosophy!!
    Would like to ask u abt the catalyst for such bullishness abt Heritage foods?
    Is it due to presence of prominent investors like Dolly khanna,Kamal kabra and recent entry of Ashish kacholia? Or is it a real turn around case?

    ReplyDelete
  9. Happy Diwali Sir and zillion wishes to you and your family.

    Hary
    New Delhi

    ReplyDelete
  10. Thanks for answering my query dude. You too have a happy holiday....:)

    ReplyDelete
  11. VP Ji,
    Happy Deepawali to you and your family...

    Regards,
    Manmohan Garg

    ReplyDelete
  12. Dear VP,
    Wish u happy diwali.Kindly advise can we buy Mangalam cement
    for medium term view.
    Regards
    Kamal

    ReplyDelete
  13. dear VP,
    May this Diwali brings you everything which means happiness to you.Wish you n your family a very Happy n Prosperous Diwali.

    regards

    vimal kumar

    ReplyDelete
  14. Happy Diwali Sir.

    May god grace be with you always.

    - Deepak

    ReplyDelete
  15. Awesome stock picks. Wish you a happy and save Diwali too.

    Please let me know your view on Oil India at current levels.

    ReplyDelete
  16. Happy diwali to u sir
    One of your old recommendation pitti lamination is near to 52 week low.Do you think this company has the potential to turn around after a disastrous last quarter?

    ReplyDelete
  17. Sir....wish u very very happy diwali.....i saw themis results,it was very good, it has turnedaround.....what is ur view....

    ReplyDelete
  18. Happy Diwali, Sir.

    On Orient Bell Ceramics, would high debt worry you? Do you think, Bell Ceramics has been well integrated with Orient now?

    ReplyDelete
    Replies
    1. Debt is the only worry but I believe management will take this matter seriously in near future

      Delete
  19. Happy diwali to u n ur family sir. Tanksfor all for ur help.
    how long one sbud hold Heritege food

    ReplyDelete
  20. Dear VPj,
    My heartfull wishes to you and your family for a happy and Prosperous Diwali. May the Almighty shower all the blessings.......Wishes to all the followers too....

    ReplyDelete
  21. I am holding TCPL and Neuland for quite long time with great patience.....Now slowly it is started moving up....Thanks for the confidence you gave it to me....

    ReplyDelete
  22. Sir,
    Wishing you a very happy Diwali & Prosperous New year.

    Sir I would like to seek you guidance on 2 stocks:

    1. La Opala - Sir based on the above are you still recommending the stock at current levels? I want to take exposure but the stock is up from your earlier recommended levels. Being New you to blog, I wanted to ask before I buy small qty.

    2. Biocon: Are you bullish on this stock as the stock had come down earlier due to cancellation of Pfizer deal. But the stock is witnessing movement since last few days.

    I wish I had seen you blog much earlier and would have taken advise at lower levels. But better late then never.

    Thank you sir and God bless you.

    Warm Regards,
    Prasad G

    ReplyDelete
  23. Wish U A Happy Diwali & A Prosperous New Year.

    Rudra

    ReplyDelete
  24. Happy and Prosperous Diwali Wishes to you and your family members. God Bless you for your whole hearted service for small investors like me. Thank you.

    ReplyDelete
  25. Respected VP Sir,

    WISH YOU AND YOUR FAMILY

    HAPPY DIWALI AND PROSPEROUS NEW YEAR

    MAY GOD SHOWER THY BLESSING ON YOU AND YOUR FAMILY .....

    The service you are doing for all the small investor
    can not be express in words or measured in term of MONEY
    BUT CAN BE FELT BY EACH AND EVERY ONE . ALL THE READERS WILL AGREE WITH ME.

    Happy Diwali to all the READERS ALSO ..
    with warm regards and respect,
    Vakharia M J

    ReplyDelete
  26. SIR HAPPY DIWALI AND ALL THE BEST FOR THE COMING YEARS AND YEARS.

    ReplyDelete
  27. Wish U A Happy Diwali & A Prosperous New Year.

    Sir i want to buy United Phosphorus Ltd (512070) it's right time to invest in it or wait for some correction. Kindly advice...

    ReplyDelete
  28. Friends ,Thanks for your prayers and Wishes

    ReplyDelete
  29. Dear valuepick,

    I am new to this blog. And i am very much happy to come across this blog, because i think you are doing a very good job in helping others to earn something. I am investing in share market for last five years without much gain or loss. I am a medium/long term invester. I would like to know your view on my portfolio stocks sintex, jain irrigation, escorts, gtoffshore, appolotyre, hexaware, LIC housing, IFCI, chambal fert, IRB infra, Rel capital, IVRCL, Sail and Rolta. All these stocks were purchased in last 15 days time. Please tell me if I need to sell any of these stocks so that I can buy some of your recent picks.

    Thanks in advance.

    Biju
    Pathanamthitta

    ReplyDelete
    Replies
    1. Generally not tracking popular stocks like you mentioned.

      Delete
  30. Happy Dhanteras to you, your family and all readers of this blog!!!!!!!!!!!!!!!
    May Goddess Laxmi shower her blessing on all of you!

    Anbudan
    Selvi

    ReplyDelete
  31. happy diwali sir..your other favourite epc industries is not in this list..u think this stock will not perform this year

    ReplyDelete
  32. Dear sir,
    Happy Diwali
    What do you think about including havells in this gallery of brand value business?
    Raju

    ReplyDelete
  33. Dear Vp,

    Very Bad Result from Simran Farms

    ReplyDelete
    Replies
    1. Even the company reported a 10 Cr increase in Sales in this quarter compared with same period last year,due to sharp increase in feed cost it posted a loss .Requesting a BUY for long term investors when price stabilises after this down trend.

      Delete
    2. THANKS VALUEPICK. It is a great advice that giving us an encouragement.

      rgds
      BRK

      Delete
  34. wish you a very Happy Diwali and prosperous New year.

    Sir, please let me know if I should go ahead and buy United Breweries Holdings.

    Thanks in advance

    ReplyDelete
  35. Sir,

    In general do you like the shareholder friendliness of Nusli Wadia group companies?

    ReplyDelete
  36. Dear VP

    Wish u Your Family And All your Blog Readers A HAPPY DIWALI & Prosperous New Year


    Regards
    Mallikarjun Bally

    ReplyDelete
  37. VP,
    Happy Diwali to you and all the readers.

    GRANULES India has been falling off late. Any particular reason or just profit booking as today India Gelatine also fell which was unexpected after such good results.

    Can't understand market. Bad results company are moving up and good results the prices are correcting.

    ReplyDelete
    Replies
    1. Stay with quality companies,ultimately you will win

      Delete
  38. is there ane news or updates on India Gelatine ???what is the reason for todays sharp fall ????? - mehul

    ReplyDelete
    Replies
    1. People bought only with the aim of encashing post result will sell even the result is good or bad .

      Delete
  39. Todays fall was as expected .... after results ... As EPS was just 3 Rs.. but it was rs 3.8 and Rs 5.0 in immediate previous Qtrs. Mkt was in anticipation of Rs 5++ EPS which is not the case ... i feel in Gelatine sector Narmada Gelatine is cheapest .... FY13 EPS can be Rs 32-33 ...stock can cross 225 + within 6 months ..

    ReplyDelete
  40. Dear Valuepick
    A very happy diwali to you and members of your family.
    aravindpc

    ReplyDelete
  41. respected sir,
    is vadilal industries and vadilal enterprise of same managment.


    with best wishes
    aditya sharma

    ReplyDelete
    Replies
    1. Yes,One is in production and another is in distribution

      Delete
  42. Dear VP, happy Diwali . Keep up the good work.

    Dan

    ReplyDelete
  43. Whats your word on goodluck steel tube ltd?

    ReplyDelete
  44. Dear VP,
    Thanks for all your efforts,
    Can you give your opinion on
    Cox and kings
    Madhu Shanker

    ReplyDelete
  45. sir what u think about Marico.

    ReplyDelete
  46. whats ur view on everest kanto cylinder and a very happy diwali sir

    ReplyDelete
  47. Hi VP,

    Dolly Khanna has joined the Wimplast bandwagon,purchased 1% stake in last quarter.

    I feel this stock is turning out to be long term investing stock. Who knows mutual fund will join in future when market cap of company reaches 500cr.

    Whats your take?

    Regards
    Amit

    ReplyDelete
  48. Dear vp sir,

    Your thoughts on Denora entering at current cmp?

    ReplyDelete
  49. Sir,

    Do you like the management of GVK Power? Do you think eventually, they will be able to retire the debt by doing deals they have been talking about?

    ReplyDelete
  50. VP Sir,
    Wishing you a Belated Happy Diwali & Prosperous New year.

    Sir, Granules India seems on a down fall and do you see an opportunity for followers like us who had bought at lower levels and not booked profits to still buy?
    I do understand sir that if one is confident then they can buy but to add after fall and not booked profit will mess with our good avg and margin of safety we had. But in case of Granules, I am ready to keep aside my apprehensions and be bold but need your guidance as many times small investors get trapped due to unknown news.

    Sir wishing you good health and prosperity. Thanks for your patience and continued guidance.

    Warm Regards,
    Sunit

    ReplyDelete
  51. Happy Diwali VP...

    I have Atul Auto @130. Should I hold or sell?

    ReplyDelete
  52. dear vp sir,
    can i buy granules @cmp for long term or wait for a correction to enter....thanks

    ReplyDelete
  53. Dear Sir.
    Wht do u suggest abt Bilcare..

    ReplyDelete
  54. Dear VP,

    One of your recommendation SUPERHOUSE whose quaterly results were declared today. The company is maintaining an eps of 15-17 rupees but the price of the scrip is still languishing in the range 55-60. Any comments..?

    ReplyDelete
  55. Mr Valuepick,
    My greetings and happy diwali for you and family, its highly appreciable and many thanks for sharing your wisdom with us. just wanted to know your view on united spirits? is it a value buy for long(i mean 20yrs)? what about tilak nagar industries? is it good to buy bambino at current level after loss making sept q?
    Thanks,
    Sethu

    ReplyDelete
  56. Dear VP,

    Wish you and yiur family a very happy and prosperous DIPAVALI!!

    Can you please furnish your outlook on EPC Indystries!!!

    regards!!

    ReplyDelete

Followers

Tweet TopOfBlogs