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Sir, why do you post only companies with good results and forget about other companies that not doing well like Mangalam Cement, which has posted results on same day, today, in addition to above both. But you kept mum on this. Why can't we hear on poor performing companies from you, when all these are your picks. Awaiting reply. Hope you post this. Thanks. Amit
Not the companies with good results but the companies about I am getting maximum queries and e-mails are updating with separate posts. If anyone send questions about other cos results it properly replied as messages or e-mails.I don't think it is necessary to increase number of posts for one or two readers.In case of Mangalam Cement ,at least 10 times in the past I replied to keep the stock if you have patience to hold it till economy recovers .I think companies related with Cement,Infra ..etc will recover when the govt take some bold decisions on infra spending and remove hurdles for investment which may require time till the formation of a new govt
Hi Sir One of your recent pick aksh optifibre which might rerate because of government steps....didnot come up with that good a result can u pls give ur view in regards to the result
Please read the post again.I never mentioned as its past was so good and indicated now companies from this sector started to get new orders after a long gap and the financials are expected to improve going forward . Working result declared yesterday was for September - December quarter and I don't know how the result of expected good performance in future will reflect in the result of past period.
Sir
ReplyDeletePlease share your views on Marksans Pharma result
Vivek
On a consolidated basis ,result of Marksans is Still improving .Hold It
DeleteSir, why do you post only companies with good results and forget about other companies that not doing well like Mangalam Cement, which has posted results on same day, today, in addition to above both. But you kept mum on this. Why can't we hear on poor performing companies from you, when all these are your picks.
ReplyDeleteAwaiting reply. Hope you post this.
Thanks.
Amit
Not the companies with good results but the companies about I am getting maximum queries and e-mails are updating with separate posts. If anyone send questions about other cos results it properly replied as messages or e-mails.I don't think it is necessary to increase number of posts for one or two readers.In case of Mangalam Cement ,at least 10 times in the past I replied to keep the stock if you have patience to hold it till economy recovers .I think companies related with Cement,Infra ..etc will recover when the govt take some bold decisions on infra spending and remove hurdles for investment which may require time till the formation of a new govt
DeleteThank you VP sir for the updates.
ReplyDeleteI hold Alphageo and thankful to you.
Sir your views on EON Electric post results.
I think the company will benefit in FY15 as their expansion will be over by that time,
Your views sir on the stock?
Establishing a new brand will take time .Go for EON if and only if you have enough patience.
DeleteHi Sir
ReplyDeleteOne of your recent pick aksh optifibre which might rerate because of government steps....didnot come up with that good a result can u pls give ur view in regards to the result
Dear Friend
DeletePlease read the post again.I never mentioned as its past was so good and indicated now companies from this sector started to get new orders after a long gap and the financials are expected to improve going forward . Working result declared yesterday was for September - December quarter and I don't know how the result of expected good performance in future will reflect in the result of past period.