Saturday, March 16, 2013

AVANTI FEEDS - BUY


I have recommended a BUY on AVANTI FEEDS  @ Rs.68 on September13,2011.(Old Posting HERE) .Subsequently recommended to book profit from  it @ 203 for a re-entry below Rs.150 ( Link HERE) .Now stock corrected substantially and currently trading around Rs.109 . Requesting to re-enter now and HOLD the same for long term
Posted by VALUEPICK at 6:38 AM
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42 comments :

  1. AnonymousMarch 16, 2013 at 7:41 AM

    Dear vp sir,

    You are doing a wonderful service to small investors like us, thanks a lot for that, during your last post you suggested TRF @ Rs.167,TIL @ Rs.160,InternationalCombustion @ Rs.167 ,Tecpro Systems @ Rs.109 ,CMI FPE @ Rs.475,Eimco Elecon @ Rs.153 ,Ingersoll Rand @ Rs.400, among these which one you prefer the most at current cmp..

    ReplyDelete
    Replies
    1. VALUEPICKMarch 16, 2013 at 8:49 PM

      All of the mentioned stocks are broadly linked with same sector and the magnitude of fall is almost similar

      Delete
  2. RIDE THE TIDEMarch 16, 2013 at 7:45 AM

    sir,
    first of all ,a lot of thanks for LAOPALA which gave all of us atleast 300 % profit in 8 months and i expect the same from ORIENT BELL and have been accumulating it on every dip.

    i would like to know your views on RALLIS INDIA and HERCULUS HOIST at present scenerio for long term investment..

    ReplyDelete
    Replies
    1. VALUEPICKMarch 16, 2013 at 8:50 PM

      Rallis may add in dip ,not tracking Hercules Hoist

      Delete
  3. AnonymousMarch 16, 2013 at 9:37 AM

    sir your opinion on sonokoya steering and panoramic universal.

    ReplyDelete
  4. Praveen VeliyamMarch 16, 2013 at 10:44 AM

    Sir whats your view on eClerx Services at current levels?
    Thanks

    ReplyDelete
  5. UnknownMarch 16, 2013 at 11:28 AM

    Dear sir
    Thank you for such good picks.
    your view on AVT NATURAL LTD..
    it is a single player in his field and good managment company ad well valued product.
    ur view please

    With regards
    shailedh

    ReplyDelete
    Replies
    1. VALUEPICKMarch 16, 2013 at 8:52 PM

      Not expecting same level of growth going forward.

      Delete
  6. AnonymousMarch 16, 2013 at 1:58 PM

    Dear vp sir,
    what are your thoughts on Madras cements and Wabco ... are they fundamently good to enter at current level (both of them suggested earlier by you)...
    regards

    ReplyDelete
  7. VALUEPICKMarch 16, 2013 at 8:53 PM

    Both are good companies ,add in dips.

    ReplyDelete
  8. Praveen VeliyamMarch 16, 2013 at 10:40 PM

    Dear Sir , Can we Buy Phillips Carbon Black at current levels?

    ReplyDelete
    Replies
    1. VALUEPICKMarch 17, 2013 at 10:43 AM

      Whether price move or not,I am not interested to recommend any stock from Goenka Group

      Delete
  9. AnonymousMarch 17, 2013 at 6:16 AM

    Dear Valuepickji
    Vulcan is at 17 now.Is it fundamentally intact. Can we average it.
    Regards
    Suman

    ReplyDelete
    Replies
    1. VALUEPICKMarch 23, 2013 at 12:30 PM

      Problem of vulcan is lower order flow due to no capex happening in sectors like power ,steel..etc.

      Delete
  10. AnonymousMarch 17, 2013 at 9:26 AM

    Sir, could you guide on this.
    Based on SEBI guidelines about 75% promoter holdings, do you think even companies like Coal India, NHPC would have to dilute government's stake? If it is so, due to oversupply, there would be huge downward pressure in the stock price of these companies and general market.

    Am I missing something?

    ReplyDelete
  11. AnonymousMarch 17, 2013 at 9:51 AM

    Hello Sir,

    What do you think about Saint Gobain Glass? Are Insilco and Saint Gobain from the same MNC Parent?

    ReplyDelete
    Replies
    1. VALUEPICKMarch 17, 2013 at 10:45 AM

      I don't think so ,but the parent of Saint Gobain and Grindwell Norten is same.

      Delete
  12. rameshMarch 17, 2013 at 8:59 PM

    Sir,
    don't you think its better to buy Granules then Nile as the rates are almost the same and many are invested in it from 140 levels?

    Would it be better to buy the same stock instead of adding more?

    Pls guide sir.

    ReplyDelete
    Replies
    1. VALUEPICKMarch 19, 2013 at 5:38 AM

      Not sure on the basis of what parameters we can compare a pharma company with a commodity type business.Market perception towards a metal stock and pharma stock is always different and hence no meaning in comparing different companies only on the basis of its market price .

      Delete
  13. AnonymousMarch 18, 2013 at 11:46 AM

    Hello Sir,

    I am holding some shares of Mahindra Satyam.Can you please advice if i can hold it further or book profit.

    Thanks in advance

    Regards,
    Jacob

    ReplyDelete
  14. AnonymousMarch 18, 2013 at 10:28 PM

    Dear sir,
    I want your view on your old postings, Sabero organics, apar industries, seamec, & bambino to enter in current cmp.

    Thanks & regards,

    d.Sathishkumar

    ReplyDelete
    Replies
    1. VALUEPICKMarch 19, 2013 at 5:39 AM

      Positive on all these except Seamec.Oil exploration stocks may take more time for recovery.

      Delete
  15. AnonymousMarch 19, 2013 at 6:37 AM

    Sir which stock is good for investment rallis india or coromandel international at cmp.
    which company is better as per your opinion

    ReplyDelete
    Replies
    1. VALUEPICKMarch 20, 2013 at 5:38 AM

      Both companies are good,one can SIP for long term

      Delete
    2. AnonymousMarch 20, 2013 at 6:12 AM

      Thank you:) i will go with murugappa group :)

      Delete
  16. UnknownMarch 19, 2013 at 9:39 PM

    Sir
    can we add more la opala acrysil and orient bell at CMP?

    AND please advice same other more brad company.

    Thanks
    Shailesh

    ReplyDelete
    Replies
    1. VALUEPICKMarch 20, 2013 at 5:39 AM

      Laopala already turned as a multibagger .It is a HOLD at CMP. One can add the rest.

      Delete
    2. VALUEPICKMarch 20, 2013 at 5:41 AM

      Laopala already turned as a multi bagger which is a HOLD @ CMP .One can add the rest.

      Delete
  17. AnonymousMarch 19, 2013 at 11:37 PM

    Hi,

    Are you tracking Hindalco and Nalco? Your views on these for long term?

    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKMarch 20, 2013 at 5:43 AM

      These cyclicals are suitable for long term .Go for it if ready to hold 2+ years.

      Delete
  18. AnonymousMarch 20, 2013 at 4:45 PM

    Hello Value pick ,

    I have been following your more than two months very handy site to build a better wealth.. I dont find a single Thanks will be fit to your talented work.. Excellent work Sir..


    1. Whats your view on Yuken India at current Price Rs.131.05.. ?

    2. Whats your opinion on Kennemetal india at current price Rs. 495 ??

    Please suggest me any stock apart from those two I like to invest a good total for 2 to 3 years with a reasonable return..

    Thanks!

    ReplyDelete
    Replies
    1. VALUEPICKMarch 20, 2013 at 9:09 PM

      Both stocks recommended earlier for profit booking .

      http://value-picks.blogspot.in/2012/03/kennametal-india-book-partial-profit.html

      Now they came down substantially .These stocks are related with engineering/auto/capital goods industry which is very sensitive to over all industrial growth .There are led by good managements and I believe there will outperform once our economy turn around.

      Delete
  19. UnknownMarch 21, 2013 at 4:04 AM

    Dear VP sir,
    Pls share your views on Opto Circuits India Ltd.
    Can i buy at this level for holding about 1-2 years

    thanks

    ReplyDelete
  20. VALUEPICKMarch 21, 2013 at 5:47 AM

    Company's higher debt level and working capital issues are points to note .Management claiming they are taking every effort to address this issues .Till we get some clues about the effectiveness of their efforts ,it is only for very high risk investors.

    ReplyDelete
  21. NeilMarch 21, 2013 at 12:56 PM

    Dear VP, Some Promoter buying happening on Sequent. Your comments on this.

    Regards

    Neil

    ReplyDelete
  22. senthilMarch 21, 2013 at 2:51 PM

    dear value pick ji, whats your opinion on NMDC and sesa goa?
    Can i start buying in SIP from this level for longterm ?
    thanks in advance.
    senthil

    ReplyDelete
  23. AnonymousMarch 21, 2013 at 7:07 PM

    sir ur comment on sequent scientific it has slided from 155 even after preferential allotment..


    regards

    ReplyDelete
  24. AnonymousMarch 21, 2013 at 8:16 PM

    VP sir,
    As I checked the bse site the preferetial allotment been approved at the EGM but the stock is down 10% as this be seen as an opportunity to buy??
    Mehul

    ReplyDelete
  25. VALUEPICKMarch 21, 2013 at 9:03 PM

    I am positive on this company for long term.When panic is the buzz word stock prices may reach at irrational level .In these kind of market ,no one can say that a stock will not break a certain price level .There is very low participation from retail investors hence the market depth is very poor in mid caps .If some one in a hurry to sell just 5000 shares it may crash 20 % .Those with money and courage can utilise such opportunities selectively ,but should not panic on notional losses .Many people deciding to exit completely from market now and from my experience that is the biggest blunder one can do .This same people will come back only when the market at peak and commit the same mistake again.This is the time to include quality stocks and weed out weak one's from our portfolio and not the time to run away.Good company's will always sail through and give good return for us.

    ReplyDelete

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