Arrow Coated Products recommended about three months back @ Rs.12.40 ( Old Recommendation Link HERE) which hits its 52 week high today @ Rs.22 .For the latest September quarter Company reported more than 300 % increase in net profit.Recommending to HOLD the stock.
vpji,I read your articale of arcpr,my view in this stock is it's a next generation stock,whatever profit they declared that is just trailor,picture coming up.but only concern is how much debt they have?and when become a debt free status?otherwise it is a super mbagger stock for next decade.what do u think?thanks
ReplyDeleteDear Valuepick,
ReplyDeletePls share ur vies on nahar spinning mills. Looks good in medium term or long term ?
Not tracking Nahar Spinning
DeleteDear V P sir what is your valuble view on
ReplyDeleteHelios and Matheson Information Technology Ltd, its small IT company having good infarastructure in chennai, banglore etc ecent results are good, its considere second intermediate dividend low pe (4) stock
Skeptical about the promoters ,hence no comments.
DeleteHello mr.vp
ReplyDeleteWhat is ur view in shree ganesh jewellery house india ltd @ current levels
I am not positive on this business not only this company.
DeleteHi,
ReplyDelete"About OneStore"
I came around one interting stock in indian retail story promoted by indiabull group. OneStore, the company had a turn around recently and it making profit for last 3-4 years. But the stock trades at very low PE. Is it because of promoters ? any idea ?
Not interested to recommend and not tracking any stocks from India Bulls group.
DeleteHow do I search for a company in your blog ? It used to be there.
ReplyDeleteSearch option is available at the top left corner
DeleteHow about escorts and infosys, VP ji ?
ReplyDeleteNot tracking both
DeleteDEAR SIR
ReplyDeleteWHEN DO YOU GIVE UR RECOMMENDATIONS AND IF YOU HAVE ANY SMS SERVICES (PAID ONE)
No paid Service
DeleteSir,
ReplyDeletePlease drop your suggestion to buy Bajaj Corp at current levels
Diva
Bajaj Corp is not a bad stock ,but I prefer ITC over Bajaj Corp at current price levels.
DeleteHi VP,
ReplyDeleteI guess you are not recommending indiabulls stocks due to veritas report.Do you think that report can make the group more clear in corporate governance?.Do you think Indiabulls never created wealth to its share holders?
Many operator driven stocks are also creating wealth but I prefer to stay away from such stocks.I believe ,by buying a stock we become owners of the small part of that particular business .In that sense I would like to stay with some ethics .( It does not means such stocks will not create wealth ).But frankly speaking ,I don't like some business groups ..don't ask for reasons :))
DeleteDear valuepick,
ReplyDeleteGranules India has sought approval from shareholders to revise its borrowing limit from 300 to 750 crores..is this something the shareholders need to be concerned about? Awaiting your valuable responsr on this...
As on date company have a debt of Rs.260 Cr in its balance sheet.Now it is planning to take over another pharma company with a turnover of more than Rs.100 Cr.For that purpose they are planning to raise some more funds through debt and seek the approval of share holders. Even they are seeking the approval for 300 to 750 Cr ,as per my understanding they are planning to raise only Rs.80 Cr for this purpose . It may consider as a blanket approval which may used in future to avoid delay in any future plans. I think .sooner or later market will realise the strategic importance of this take over and value the stock accordingly.
ReplyDeleteSir, What is your view on Kopran?
ReplyDelete
ReplyDeletesir good evening
considering that your recommendation vst tillers is making new highs and Escorts being in the same vertical and in many more besides being a much
larger group+performing well in the pas t few months with large land bank..Do you think it deserves your attention.
good night
Hi VP,
ReplyDeleteWhat is your openion on Hindustan Oil Exploration (HOEC) holding around 1600 @ average price of Rs.110 for a long time ?