Monday, December 17, 2012

GODREJ INDUSTRIES - UPDATE

I have recommended this stock around Rs.185 last year (For old posting Click HERE ) which is currently trading around Rs.305.Today  company announced .  Temasek- an investment company based in Singapore, has entered into a definitive agreement to acquire a 19.99% stake in Godrej Agrovet Limited (GAVL), a subsidiary of Godrej Industries Limited for a total consideration of Rs.572 Cr.Investors with some risk appetite can still HOLD it for long term.
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45 comments:

  1. sathishDecember 17, 2012 at 10:45 PM

    Dear sir,
    This is a humble request from our friends to suggest few stocks with reasonably good growth prospects and relatively medium risk - to build a portfolio, Last december you suggested some 10 stocks, expecting the same if you find time.

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 9:39 PM

      Dear Satish

      Recently suggested some stocks during the time of Diwali.As you are aware due to poor business environment and bad shape of economy , it is really challenging to find out even one stock from small cap space every week is becoming a challenging task . So sorry ...

      Delete
  2. sathishDecember 17, 2012 at 10:58 PM

    Dear sir,

    Your views on Diamond power infrastructure ltd.

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 5:38 AM

      Dear Satish

      As you are aware , time is really a constraint for answering all questions.But within my limitations I am trying to answer maximum.In such a situation please spend at least few seconds to check whether the same question answered in recent times.This question answered below the post of TIL Ltd just few days back.Please co-operate ...

      Delete
    2. ManuDecember 18, 2012 at 6:46 AM

      very well said VP.
      Being a reader I must have read question on Diamond and you had very well indicated that the promoters are dubious and had also provided a link.

      I wish we as people and investors are more responsible and do "some" effort in searching the blog.

      VP Sir, small suggestion. When you get repeated querries pls ignore them and give it a pass. May be ignorant is best option.

      Delete
  3. UnknownDecember 17, 2012 at 11:04 PM

    Hello VP, what is your thought on Jay Shree tea?

    regards

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 5:39 AM

      Stock already recommended,no change in opinion.Use search option above.

      Delete
  4. Shravan Kumar RathodDecember 18, 2012 at 12:39 AM

    Sir,
    I know it may not be a good question but small investors like us have no option so asking.
    DO you think investors will small risk can still buy a very small qty of it and still be a part of such big conglomorate?

    Happen to read your site from last few days so asking.
    Sorry for the trouble.

    Rgards

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 5:42 AM

      Dear Shravan

      Stock already appreciated more than 60% from the recommended level.May be more steam left .But it is a HOLD for me now ,take a decision depends on your risk profile and holding period.

      Delete
  5. Sourabh SoniDecember 18, 2012 at 12:44 PM

    Sir my thinking says.. in future company who is manufacturing electronic car navigation instruments will have great potential. .. are you tracking any such company with excellent management?

    ReplyDelete
  6. RavnakGDecember 18, 2012 at 1:05 PM

    Dear Sir,
    What your view on Govind Rubber, it has doubled after your recommendation back in 2010, is fresh buying advised at current levels ?

    ReplyDelete
  7. UnknownDecember 18, 2012 at 1:24 PM

    Sir first of all thank you for the insights that you provide to everyone via your blog. I would like to know about astrazenica pharmaceuticals. The stock after making highs of 2600 is now back at 1400, any help would be appreciated.

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 7:57 PM

      Not strictly tracking this stock .See an interesting reading on it in the below link

      http://www.moneylife.in/article/the-deadly-delisting-itch-of-astrazeneca-pharma-india/29731.html

      Delete
  8. AnonymousDecember 18, 2012 at 8:28 PM

    Sir, one thing very appreciative about you is that you try to respond each query and you provide an interesting insight my question is that few months back you recommended TAYO ROLLS @ RS 77 its currently available @ 69 RS any specific reason for this decline even after your insightful evaluation , should one enter at this point or one should avoid this scrip, thanks Vikas.

    ReplyDelete
    Replies
    1. VALUEPICKDecember 18, 2012 at 9:41 PM

      Tayo's latest financial result was below expection .So wait a while ,if you are not interested to take higher level of risk.

      Delete
  9. AnonymousDecember 18, 2012 at 9:17 PM

    Dear Valuepick
    Is OCCl still a hold for you in near term.
    Regards
    Vinay

    ReplyDelete
  10. vishnuDecember 19, 2012 at 9:02 AM

    Dear VP,

    I want your opinion about aksh...private institution are active in open market purchase..also stock moved heavily from 6 to 19 in one year time.

    Regards

    Vishnu

    ReplyDelete
  11. AnonymousDecember 19, 2012 at 11:12 AM

    Sir whats your current recommendation on Blue Star and Godawari power and ispat ltd. ,thanks vikas.

    ReplyDelete
  12. ibrahimDecember 19, 2012 at 11:15 AM

    hello sir...please share your view on crew B.O.S products.

    ReplyDelete
  13. prabuvickyDecember 19, 2012 at 11:40 AM

    Hi sir please advice about your views on Moserbaer... Thanks prabu

    ReplyDelete
  14. ManmohanDecember 19, 2012 at 11:43 AM

    VP Ji,
    Bambino agro is available at Rs. 57 after hitting Rs.70. Can we buy it here. Please advise.

    Regards,
    Manmohan Garg

    ReplyDelete
    Replies
    1. VALUEPICKDecember 19, 2012 at 9:06 PM

      YES with a medium to long term view.

      Delete
    2. ManmohanDecember 19, 2012 at 10:50 PM

      Thanks. I also thanks to you for sequent scientific in which I have made a good amount of money.
      Regards.
      Manmohan

      Delete
    3. ManmohanDecember 19, 2012 at 10:56 PM

      Thanks. I also thanks to you for sequent scientific in which I have made a good amount of money.
      Regards.
      Manmohan

      Delete
  15. afzala.comDecember 19, 2012 at 1:26 PM

    What is your opinion abt piramal enterprise
    It had good run from 475 to 600 in short term

    ReplyDelete
  16. AnonymousDecember 19, 2012 at 2:09 PM

    Dear Valuepick,

    Is Sequent scientific still a buy at current levels of Rs-230/-. How much upside can be expected in near term (six months).

    Best Regards,
    Sagar

    ReplyDelete
    Replies
    1. VALUEPICKDecember 19, 2012 at 9:11 PM

      Recommended at Rs.138 just three months back,now at Rs.250 .Neutral at CMP.I really wonder why investors are behaving like this .Buying on the recommended price or near, exit on the same day or next day , asking whether it is a buy after substantial appreciation few months later !!

      Delete
  17. AnonymousDecember 19, 2012 at 2:43 PM

    Sir, What is your view on Bal Krishna Industries?

    ReplyDelete
  18. junaidDecember 19, 2012 at 2:58 PM

    Dear Sir,
    Can i Buy Taksheel solution @ 11rs
    and your view on value industries as im holdinh this since last 1+ year bought @ 28,
    Please guide

    ReplyDelete
  19. AnonymousDecember 19, 2012 at 3:27 PM

    Sirji

    Sequent @ 250

    ReplyDelete
  20. AnonymousDecember 19, 2012 at 3:32 PM

    Dear Sire,
    Whats your view on International Combustion & Swaraj Engines? I see they available in very reasonable P/Es.

    -Yuvaraj.

    ReplyDelete
    Replies
    1. VALUEPICKDecember 19, 2012 at 9:13 PM

      May be market performers. Intl Com. only for investors with some risk appetite.

      Delete
  21. AnonymousDecember 19, 2012 at 7:40 PM

    Please suggest any heavy engineering stocks
    Nilesh mishra

    ReplyDelete
  22. junaidDecember 20, 2012 at 1:12 AM

    Dear sir,
    Long time back u had recommended value industries part of videocon family
    And conart engineering I am holding this share
    Plz guide

    Thank you have safeguard my money which I lost trading madly
    Through ur investment ideas

    Great hats off to you

    ReplyDelete
    Replies
    1. VALUEPICKDecember 20, 2012 at 5:47 AM

      Hold Conart ,In case of value Industries - Neither tracking nor recommended any videocon Group company so far.

      Delete
  23. AnonymousDecember 21, 2012 at 4:32 AM

    I bought KSB Pump Ltd @ 222,
    Kindly suggest..

    ReplyDelete