I have recommended a BUY on NBCC @ Rs.95 on 18 April 2012 .( Old posting HERE) .Today stock hits its life time high @ Rs.194 ,an appreciation of 100 % in nine months.Recommending to SELL 50 % of the original quantity and HOLD the remaining 50 % as cost free.
Hello,
ReplyDeleteWhat is your view on Fortis Healthcare. I have a 2 year timeframe. Do you think it will do well over this period.
Thanks,
Before investing in any stock one should understand the nature of business and its business model.As you are aware ,in the initial years of hospital business there will be huge expenditure to set up the facilities and it will continue till a critical mass reaches.Company is now in this phase and at the same time taking efforts to reduce their debt burden by selling some stake in subsidiaries and non core assets.I am positive on this stock but 2+ year is the MINIMUM.
DeleteDear Sir,
ReplyDeletegood evening, your view on sunshield chemical after touching 73 it has come down to 58 i bought 300 @59 your kind advise.....
Hold if you have a long term view.
DeleteDear Sir,
ReplyDeleteyour view on sterling holidays and resorts please
High risk High profit
DeleteHi,
ReplyDeleteI had got NBCC in IPO allotment at @100. After listing it went down to 80,and never came up. I was shocked and was planning to book loss at some point of time. Then one fine day, I saw your post and decided to Hold it for long term.
It gave me really good returns.
Thanks
Regards
Sakharam
:)
DeleteHi,
ReplyDeleteDo you think it will be a good time to invest in Shirpur gold. Also, would you recommend holding or selling Rossell considering you raised some issues with regards to its diversified business style.
Regards,
Prakash
No change in my previous opinion on Shirpur Gold.Regarding Rossell ,I never raised any issue but just expressed my opinion about a possible chance of value unlocking in future and still feels if it happens that will be more beneficial to the share holders.Not expecting it in near term but after the business reaches some size.
DeleteHi VP Ji,
ReplyDeleteWhat is your view on Marksans Pharma and Brittania Industries? I am a small investor and can hold the stocks for long term. Please advise.
Not tracking Marksans ,Hold Britannia
Deletesir
ReplyDeletewhats your view on arshiya international after the 20% fall following allegations by dna news.any idea abt management quality.mr mittal is son in law of promoter of bhushan steel.waiting for your comments
regards
Repeating these type incidents in Indian corporate world is really unfortunate.For an average risk taker better to avoid .If a company lost its credibility it is not an easy task to regain it.This company's 70 % of promoter stake is already pledged and there may be more pain in coming sessions ,if promoters not doing something including some understanding with the lenders.
Deletesir,
ReplyDeletewhat is your view on geodesic ?
do you feel the mangement and the books of the company are OK?
will Geodesic recover to level of 45. (My purcahse price)
More than once I expressed my negative opinion on mid cap IT stocks with higher percentage of promoter pledge ,in general.So no comments specific to this one.
Deletedear valuepick sir, is there any news about ADF foods? All of a sudden it has started moving up !!!
ReplyDeleteregards
senthil