Tuesday, April 29, 2014

IFGL REFRACTORIES / NBCC - UPDATE

IFGL REFRACTORIES LTD

IFGL REFRACTORIES  recommended @ Rs.49 hits its 52 week  high today @ Rs.83.75 .Recommending to book part profit by selling half of your holding and hold the rest.

Link to Old posting HERE 

NATIONAL BUILDINGS CONSTRUCTION CORPORATION LTD.



NBCC  recommended @ Rs.95 hits its life time  high today @ Rs.204  .Once recommended  to book part profit around Rs.190 and keep the rest . On the basis of expecting order inflows ,still recommending to HOLD the remaining quantity for long term.


Link to Old posting HERE 

33 comments :

  1. What about superhouse is good entry leaval from the current marmet price suggest me

    ReplyDelete
    Replies
    1. Since company's main earnings from exports ,better to wait ( if you are not presently holding) till election result. Based on the movement of rupee value ,take a decision thereafter.

      Delete
  2. Dear Valuepick,
    Thanks for your recommendations. Can you tell me your views on Jai Balaji Industries. I have purchased 1000 shares @ Rs.34/- in 2012. Please let me know if I can Hold it for long term or Sell it in order to avoid further damage.

    Thanks

    ReplyDelete
  3. Dear Sir
    Could you please share your view on BASF india Result which is declared today?
    Thanks
    CTS

    ReplyDelete
  4. Dear vp sir when you recommended alphageo for the first time you wrote on your blog that almost Rs.45 Cr orders will be executed in this FY itself. In 9 months ended on 31st dec it has posted the sales figure of 13.43 cr i.e it may post the figure of nearly 32 cr which is huge. Sir, do you still think that it can achieve figure of rs. 45 cr this f.y.

    ReplyDelete
    Replies
    1. Expecting good numbers from Alphageo in this quarter.

      Delete
  5. sir, what is your view on " Aries Agro Ltd" now....? corrected so much since your recommendation two times @CMP 100 and then again @CMP160 which is now avilable @CMP63. pl give some update and kindly reply this time. Also give ur update on "Panasonic energy india company ltd"

    ReplyDelete
    Replies
    1. Any deficiency in monsoon may affect cos like Aries Agro

      Delete
  6. Dear Sir, awaiting your opinion on Claris Life Sciences at cmp.
    - Rita

    ReplyDelete
    Replies
    1. Already recommended to buy and later an EXIT

      Delete
  7. "Those with some risk appetite can still HOLD the stock."
    dear sir,
    does this statement mean that the cmp has exceeded its value at present
    please advise to understand the situation better....regards

    ReplyDelete
    Replies
    1. Time-based correction and price-wise correction is necessary in any healthy up move. If the speed of movement is very high especially from circuit to circuit ( without much trading) there is nothing wrong in waiting for a consolidation.

      Delete
  8. Sir what is your view on Ashapura Minechem?

    ReplyDelete
  9. VP Sir, I asked several times for your valuable opinion about Shreyas Shipping. Will you please reveal that you are tracking it or not?.

    ReplyDelete
    Replies
    1. Several times I mentioned that it is difficult to express opinion on any company which I am not tracking.

      Delete
  10. VPji
    this chemical sector is also my fav. i had bought multibase in ur initial recommendation at 33 and holding on. Can u please comment on two of ur other picks...ion exchange and pcs tech. I am holding Ion Exchange since last eight years.
    Thanks and Regards
    HK

    ReplyDelete
    Replies
    1. If you are a share holder of ION exchange for the past 8 years ,I believe you are in a better position to analyse it ,than me.

      Delete
  11. Dear Sir,
    Everyone is saying that we will get 8 to 10% rally up/down depending upon election outcome on election day itself ...is it possible to have such rally and one more question i wanted to ask sir how can we protect our portfolio from downside move iif it occurs on election result
    thanks in advance.
    Vijay

    ReplyDelete
    Replies
    1. Nothing wrong in using F&O instruments for hedging.

      Delete
    2. Dear sir,
      because if i sell whole portfolio in fear of losing money on unfavourable outcome and result is favourable then i may lose oppourtinity and if result is bad then i am going to lose money please help us out sir for retail investors like us....may be sir you can write one article also...if its necessary...
      Thanks in advance,
      Vijay

      Delete
  12. Hi sir,
    Could u pls tell whats ur view on HCL info and ub holdings sir.

    ReplyDelete
  13. Sir your view on Bajaj electricals
    Thank u

    ReplyDelete
    Replies
    1. A turn around company ,but stock moved up sharply in recent times. Enter in a correction

      Delete
  14. sir,
    message not appearing.. hope this one goes thru..

    your view on WPIL?

    ReplyDelete
    Replies
    1. Already recommended to book profit @ Rs.350

      See link below

      http://value-picks.blogspot.in/2012/02/wpil-update.html

      Delete
  15. Dear Sir,

    What is your view on pacific industries. a 25 years old ceramic company based in Bangalore, having 3 manufacturing plants, promoter holding 42%, less than 2 cr equity, PE less than 2 and EPS more than 40.

    Regards,
    Imran

    ReplyDelete
    Replies
    1. I don't think they are making any ceramic related items but only granite and marble .Branding is not important in there products and entry barrier is not too high.Even company claiming they are making huge profit ,not paying any dividend even when there is no big capacity expansion plans .So neutral on it ,mainly due to my limited knowledge about its promoters.

      Delete
  16. Sir,kindly give your opinion regarding NIIT tech if you are following, thanks in advance

    ReplyDelete
  17. Hi sir. Any problem for marksans as it is banned in Vietnam now.. Pl

    ReplyDelete

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