I have recommended a BUY on Hikal Ltd @ Rs.269/- on March 18,2012.( For old Posting Click HERE) and requested to book partial profit around Rs.450 ( HERE) .After December quarter result currently it is trading around Rs.400 /- ,now requesting to sell the balance at current level and re enter later if it falls around Rs.300-320 .
sir your view on DHP india ltd?
ReplyDeletethank u
Skeptical on the management quality of DHP India
DeleteSir. Can you pls suggest your views on Shakti Pumps India ltd?
ReplyDeleteHold
Deletesir is it the right time to avg out holding in sabero organics or we can expect to fall further?Aditya
ReplyDeleteI can't say whether it will fall again or not , but I believe it is worth at this price and even at earlier recommended price.Short term prices are more influenced by supply demand scenario.If one investor want or forced to exit at any cost stock price may reach at any level till that supply absorbed in the market.
DeleteSir what is your current view on Aarvee Denim as it has came down heavily.And I think result was not so bad to drag it to 50 level.
ReplyDeleteThank you.
Yes,discounted more than enough.
DeleteSir,
ReplyDeleteThe Aditya Birla Chem reported results and its better then the corresponding quater but the company has high "exceptional Items" which pulled the profit down or else the results would have been much better.
Whats your take on the results in general?
Thanks
Some softening in Chlor-Alkali prices is visible now.
DeleteThe financial results Note 7. says the exceptional expenses of 960.50 lacs is due to the discard of 2 plant - Lindane/BHC and Mercury Plant
DeleteSir..
ReplyDeleteYour comments on Infinite Computers??? It is trading at 3X FY13E PE with high promoter holding,9% dividend yeild,no pledging and cash flow positive. Also maintaining consistent profit/revenue growth and management attitude towards minority shareholder is decent if not of very high quality.
Skeptical about management,I don't think it is prudent to take decisions on the basis of published result alone.
DeleteAlso your opinion on Hanung toys.. very confused on market's perception on this. Accept the fact that it is having neg cash flows and high debt. But everything is discounted ta cmp and is growing consistently.
ReplyDeleteSkeptical about management
DeleteDear Sir
ReplyDeleteYour views on Sujana Universal industries.
Not positive.
DeleteDear VP sir, Orient bell Q3 results are not that bad to pull it down below 80 levels. i think small n mid cap fire catching it. Pls share views.
ReplyDeleteYOur reaction on results of sequent and Orient bell Pls....thanx
ReplyDeleteOrient Bell result is in the same line what other companies in this sector like Kajaria,somani..etc reported.
DeleteIn the case of sequent ,they reported poor numbers and at the same time pumping money to the company again by subscribing 27,50,000 warrants.I think ,everything is in it and no need of further explanation.
SIMRAN ??? EXIT ???
ReplyDeleteLoss is beyond imagination.Considering the time required for a rebound in the present adverse business enviournment including the feed cost situation,better to exit now re-entry may consider once there is some positive signs
ReplyDeletesir what about indo amines .Promoters are pumping in money through warrants .Is it prudent to hold this stock?
ReplyDeleteAdi
SIMRAN Buy at 30 and exit at 17.
ReplyDeleteThanx V.P.
Sunita.
I don't know why you post the above message with a laugh at me.I have no hesitation to request booking loss If I feel the situation warrants it and it is the best decision for my readers.Never expect profit in each stocks and we should accept loss is part of investment in stock market.In some cases booking loss is victory and not a failure in stock market.
DeleteI fully appreciate what you have explained VP jee.. But most pepole donot realise this part of investments unfortunately and blame those who have given the tips in all honesty and sincerity.
DeleteUnfortunately this aspect of investing in shares is not understood by most people and they feel very bad and hurt when they have to book losses.
DeleteVP sir selling and booking losses at the right time is the most prudent decision that an investor can make..that's what graham envisages..Once the fundamentals have changed then you need to rethink your investment.
DeleteHi VP.
DeleteI have full faith in your investment ideas.But in above message do you intend to say that we should exit from Simran Farms?
Dear Viswanath
DeleteWhat you said is right ,this is the main reason why professional investors are making money from stock market and armatures always loosing.Emotions will not make money from stock market , flexibility in taking decisions and implementing it also very important.Take the case of Simran ,company reported Rs.15 crore loss in past 9 months (really very above my expectations)which resulted in an erosion of its net worth substantially.We know the entire mid cap stocks crashed in these days .Some of them came down even after reporting good business growth and profit only because of prevailing negative mood in market.When market mood changes ,companies reported good growth will bounce back initially and others will remain as laggards.If we book loss and migrate to some better performers we can recover our loss in lesser time when over all improvement happens in market.Our ultimate aim is to maximise our over all net worth and not count the profit and loss in each individual stocks.So I will always recommend to book loss if I feel the recovery in business will take much time ,and at the same time other opportunities exists elsewhere.But if a stock came down only because of negative mood of market or crashed beyond a level it deserves on a small negative impact in working performance ,I will never recommend to book loss but only suggest to add more in such dips.
Sir with all due respect to you ,it is not just this share while nifty rose from 5600 to 5900 my investments eroded by an avg of 20 pc.
DeleteIon exchange buy at 144.CMP 122(holding since 2 yrs)
HEG buy at 220(CMP 188) holding since 6 months
Basant agro buy 4.76(CMP 4rs) holding since 6 months
Orient bell buy rs 90 (2nd time you recommended) cmp 72rs.
Sunita
It is easy to manage popular indices at higher level through some adjustments in its components ,by including outperforming companies and removing under performing companies from it.You mentioned about nifty but take the case of BSE small cap index which was @ 7350 in December and now only @ 6540 even after many inclusion and exclusion during this period.Investing in small caps always higher risk and high return kind and if you are looking at par return with nifty better to liquidate all individual stocks and take delivery of exchange traded funds like Nifty BeES.
Deletedear vp , your views on mangalam cement and godavari power. thanks in advance
ReplyDeleteBuy Mangalam and HOLD Godavari
DeleteHello VP, Your comments on sequent sales has gone up by 30% and net loss has gone up by 3 times..think last time they had some misc income for around 10 cr... this looks quite positive and encouraging atleast on the sales front... your comments pls.
ReplyDeleteregards
HOLD Sequent for long term
Deleteif u get multiple returns in some stocks,then at the same time you have to book loss also in few.there is no problem at all.
ReplyDeleteVP is doing very good job there is no problem in that.He is not forcing anybody to invest at his recommendations.
Dear Vivek
DeleteMajority of us always thinking - booking loss is a failure and something to our ego.I think only by experience they will come to the right path and prudent decision. For us ,ultimate object of investing in stock market is money making and not to prove we have super natural powers and our decisions will not fail any time.
Thanks VP Just loved this sentance which u written above.
ReplyDelete- Our ultimate aim is to maximise our over all net worth and not count the profit and loss in each individual stocks -
- For us ,ultimate object of investing in stock market is money making and not to prove we have super natural powers and our decisions will not fail any time -