GRANULES INDIA
From a level of Rs.79,this stock recommended at least five
times in the past . Today ,Granules India hits its 52 week high @ Rs.192.( Initial Recommendation HERE) .Company
scheduled an Extra ordinary General Meeting on 6th December to consider various
matters related with the acquisition of Auctus Pharma .I believe, this Rs.100 Cr plus company ( Auctus Pharma) with USFDA approved plant for an amount of Rs.100- 120 Cr is not a bad deal for Granules in the long term. Still recommending to HOLD this stock.
SABERO ORGANICS
As in the case of Granules India ,Sabero Organics Gujarat recommended more than once from a level of Rs.55 onwards. Today stock closed around Rs.140 .( Initial Recommendation HERE) . Company reporting steady growth both in Sales and margins and already reported an EPS of Rs.7.50 in the half year itself against Rs.2.30 in last full year.Recently ,company received an instruction from Gujarat Pollution Control Board to stop its production from a unit located at Sarigam , Gujarat. But now ,company clarified that the authorities revoked its earlier order after a re-inspection and permitted more time to fully comply with the norms. Today in an interview ,company management assured that they are confident in meeting all required standards within the allowed three months time period .
Interview Link HERE
Requesting to HOLD the stock for long term
ALPHAGEO INDIA
This stock recently recommended @ Rs.38 which is currently trading around Rs..42 . As expected and indicated in my previous posting ,after a long gap ,company started to receive new orders from Indian oil exploration companies .Now company received two orders in last week ( Link 1 , Link 2) .Along with orders it received from overseas in recent times , these new orders giving more visibility for company's business going forward ( Fore more details ,read HERE) . One can HOLD this stock and even consider a BUY if ready to take above average risk.
VP sir,
ReplyDeleteIt seems your tone in Granules is not that positive as it use to be earlier. If Auctus deal was that good you would have been more positive in your write.
Am I reading something wrong?
I can only express my opinion .If you are sensing something wrong in the deal - not in my opinion- take a decision accordingly.Since my opinion may be biased ,You will get a right picture by studying the deal itself and not my opinion :)
DeleteVP Sir,
DeleteYour answers are very witty.. Enjoy reading it :)
I was just raising the point to see if this can be a very positive or just positive as debt may rise and more borrowings can dent the profitability for some time.
But the company executive mentioned that they can scale to Rs 2,000-3,000 crore with its existing products which is very comforting..
thanks
I don't think debt it self is the big concern and it is an untouchable word in running a company .But there should be enough cash flow to handle the debt ,I believe Granules can manage same .
DeleteYou are doing a wonderful job...I am one of the blessed person to see your site. Keep up your good work
ReplyDeleteSir I have asked you about Hinduja ventures and m holding it from a long time and its a good dividend paying company .. And I did not exit the stock at 480 levels .. Please reply .. I can add more and can hold it for 3-5 years more
ReplyDeleteNot tracking this stock
DeleteSir, your view on Power Grid FPO under retail investors' category, please?
ReplyDeleteBusiness of company may improve but don't expect any big gain in short term
DeleteHi, VP. Thanks for your time and effort for us.
ReplyDeleteCan you please advise for BHEL. The company has recently seen a reduction in profits compared to the previous year. But with the secured orders for 2014 of INR 36, 650 Cr. do you think the shares will soar up during the year?
BHEL is facing tremendous pressure from Chinese manufacturers. You may see some improvement with a re-rating in Engg sector ,but in the present situation some Govt intervention to hike import duty of capital goods needed to bring back the company to old glory.
DeleteWill you provide your view on GMDC ? The company has monopoly in Bauxite. Moreover, it's a debt free compnay. The stock has made a good run-up in recent past and then sharply came down.
ReplyDeleteRegards,
Nishant
Not tracking GMDC, but one doubt how we can call it as a 'Monopoly'in Bauxite ?.Ashapura itself is a large producer of Bauxite. ?
DeleteDear Sir,
ReplyDeleteWhat are the chances for Blue Start to be added in PCA? It crossed 10k volume mark only once in last 3 months. I understand that even crossing 10k mark once is sufficient to stay out of PCA but m concerned about future volumes. Pls share your views as you are the best person in a position to answer this, although this question may sound silly to you.
Pls answer sir.
Thanka, Sameer
No chance at all.Company already crossed averae 50 trade per day condition
Deletedear sir,
ReplyDeletetoday invested in :
Sabero @141.00
Alphageo@44.00
Granules@192.50
VP Sir, what do you suggest, should hold it or sell it. At what stop loss should sale it....
What do you really mean by the word 'Investment ' ?
DeleteBeautiful reply Sir
DeleteWhat do you really mean by the word 'Investment ' ?
Anonymous, please follow the recommendations correctly to incur profits [The post was to hold the stock for people already having it not a buy call]. I remember my mistakes, hence advising you to act smartly. Thanks
Deletepoint taken guys thank u vp sir n vp team following
DeleteSir,
ReplyDeleteSeeing to rush in to Infra stocks, can we look at Gayatri projects? The company declared good sep results.
Not sure if its one of results.
Can you pls give your view on it or any other infra stock we can pick for longer horizon.
thank you sir and blessed to visit this site.
100 % promoter holding of Gayatri is pledged ,which is a point to note.
Deletesir ur views on CENTUM ELECTRONICS good result for sep qtr ur comments will be very materlialistic
ReplyDeletehttp://www.bseindia.com/xml-data/corpfiling/AttachHis/Centum_Electronics_Ltd_231013_Rst.pdf
Stock already recommended @ Rs.88
Deletehttp://value-picks.blogspot.in/2011/02/centum-electronics-buy.html
Hi Sir, how are you?? Coming to your blog after so many days. I am planning to churn my portfolio. I want to know whether I should exit or add or hold to the following stocks you recommended earlier:
ReplyDelete1) Aarvee Denim @ 77
2) Aditya birla chemical @90
3) Banaras beads @44
4) Basant agrotech @4.92
5) Eon electric @ 36
6) span diagnostics @ 47.5
7) Mangalam cement @171
8) GPIL @105
(though ksb pump and acrysil are making good profits :))
I am investor of long term horizon, and want to learn value buying. This is my second year of trading...please share some good resources so that I can learn somethings like you i.e. teach me how to fish :)
Thank you once again sir.
Avoid the stocks included in PCA and hold the rest.In case of Basant Agro,I have clearly mentioned that , potential will be there if company goes for a value unlocking through de-merger of seed business which may take time and need long patience.
DeleteSir wats ur view on Tvs Motor and Kwality India.Plzzzzz
ReplyDeletePrefer other stocks from the same sector.
DeleteDear sir,
ReplyDeletewhat about Mangalam cement. Once you recommended it but it is trading side ways for a long time
your views awaited