Wednesday, May 14, 2014

DFM FOODS ,LA-OPALA RG - UPDATES

 DFM FOODS LTD

This stock initially recommended as a  BUY  @ Rs.48/- ( Old Report HERE) which is currently trading @ Rs.280/-. Stock price multiplied by 6 times in 4 years .Requesting to EXIT from the stock .Re-entry may consider after a correction (if any) close to Rs.200 .

LA-OPALA RG 

This stock initially recommended as a  BUY  @ Rs.66/- ( Old Report HERE)

Today stock hits its life time high @ Rs.1004 and closed around Rs.950


Stock price multiplied by 15 times in 3 years .Requesting to book partial profit by selling 75 % of your initial holding


37 comments :

  1. Could you please provide your view on Heidelberg cement? Hope my query is posted and answered by you.

    ReplyDelete
    Replies
    1. Tracking JK Lakshmi and Mangalam only from small cap cement space.

      Delete
    2. Dear VP sir,

      Could you please inform when the yly results of Nath Bio genes will be updated? what is your opinion about the down fall trend since last few weeks. Looking forward for your valuable guidelines.

      best regards

      Delete
  2. Sir,
    You positive on YUKEN - your earlier reco?

    With better expectations of Engg and economy, will benefit Yuken and International Combustion?

    thnx for your guidance sir.

    vivek

    ReplyDelete
    Replies
    1. Business Performance of Hydraulic equipment makers will surely improve once the over all industrial growth turn around. But one issue of Yuken this time is ,to some extent it already run ahead .I think investors not realiesd the reason for prima facie good performance in last quarter was only due to exceptional item.

      A good stock ,try to catch at good price too.

      Delete
  3. Hi,

    I bought Arrow coated @100. Its value is decreasing and only sellers are there not buyers.What would be your suggestion should I hold it or sell it?

    ReplyDelete
    Replies
    1. Recommended this stock @ Rs.12 ,but you bought it around 10 times above. For comfort ,try to buy when stocks available at cheap valuation .Correction and consolidation is part of any up move .One may wait on this.

      Delete
    2. But VP sir .. even at 100rs it is a cheap stock considering 13.5rs eps for FY14. Dont you merit buying at that price ? Agree we have missed it at 12rs but for a growing company with decent valuations price entry should not stop one ( if i am correct ) .

      Delete
  4. Dear VP sir,

    Please update on Nilkamal result.
    Link http://t.in.com/eHGR

    Please guide us.

    Regards
    JD

    ReplyDelete
  5. Your old posting of Galaxy Entertainment. I know you answered one query, but for benefit of all, do you suggest adding more knowing the potential of the niche industry they operate in and the muscle power of the promoters?

    ReplyDelete
    Replies
    1. Yes, This is a stock which may get rich valuation if the business revived .After a long wait some news flowing in favor of it

      http://www.thehindubusinessline.com/companies/future-groups-galaxy-bets-big-on-food-courts/article5902020.ece


      Let us hope this will materialize.

      Delete
  6. What are your views on Ybrant Digital, a digital marketing company that owns Lycos and Gamesville? Similar companies in US command fantastic valuations.

    ReplyDelete
    Replies
    1. Industry potential is not bad but I am not sure about the promoter quality .So keeping fingers crossed.

      Delete
  7. valuepickji - r u bullish on jk lakshmi and would u add at cmp? further any update on epc industry - micro irrigation is modi's big focus

    ReplyDelete
  8. sir kindly your view upon man infra and diamond power your view is valuable for me

    ReplyDelete
    Replies
    1. Positive on EPC but only for those with patience.

      Delete
  9. Can you please share your views on control print?

    ReplyDelete
  10. sir, i know you recommended wabag early, considering the change in gov. can we add wabag?

    george

    ReplyDelete
    Replies
    1. Stock recommended @ Rs.540 , at current price of Rs.880 it is a Hold for me.

      Delete
  11. dear valuepick,whats your current view on selan and Wockhard

    ReplyDelete
  12. Vpji,

    One request - please reduce the number of stock recommendations - to improve the quality of picks and where one can invest large portions of portfolio. rest can be marked just as stock analysis, if at all.

    its very difficult to ascertain your performance - some done very well, some poorly.

    warm regards
    amit

    ReplyDelete
    Replies
    1. Dear Friend

      Please don't misunderstand - You need not buy each and every stocks to create a portfolio. As we know ,readers are with different risk profile,sector preferences,expectations from market..etc .So I requesting my readers to study the suggested stocks in detail and select the one which is most suitable to one's profile. Please don't jump and buy only hearing the name.

      Delete
  13. sir,your view on Fedders Lloyd please

    ReplyDelete
  14. Dear value pick
    Is pledging by nath biogenes a true news and the reason for its fall?

    ReplyDelete
  15. Dear VP, We'd appreciate your thoughts on the sectors/stocks that we can look forward to invest in, after the formation of the new Govt. Thanks

    ReplyDelete
  16. Kindly update ur recommendation and recommend few stocks based on arrival of new govt?

    ReplyDelete
  17. Yes sir. I too would like ur take on the news of shares being pledged by nath bio genes. Can u please give ur view on it?

    ReplyDelete
    Replies
    1. Even after replied for the message more than once in the past ,you are still posting the same question on a daily basis that itself more than once. If you lost faith in the company ,just exit from it.

      Delete
  18. Dear VP,

    I would like to know your opinion about how the election result effect in IT & Pharma sector. Is it a chance for a heavy decline ?

    Is there any chance for Rupee to reach less than 50 against USD in coming months.

    --
    With Regards

    Bigul

    ReplyDelete
    Replies
    1. Not expecting any big fall in these sectors but in ear future these may under perform compared with some beaten down sectors .

      Delete
    2. Dear VP,

      Thank you :)

      --
      With Regards

      Bigul

      Delete
  19. Dear Sir,
    Thank you, most of your stock stand the test of time, you are our best VALUE PICK!!!. We value your advice and check your blog many times.

    A BIG THANK YOU from a small invester

    Jay ( Muscat)

    ReplyDelete
  20. Dear Valuepick ji,

    Your stocks are more ressilient and stand the test of time during volatility, just reading your blog gives us lot of insight for free. A big Thank you from a small invester.

    Thanks Jay Muscat.

    ReplyDelete
  21. Dear Jayakumar, are you a team member of this value pickr? I have seen his past recomendations and most are cheap quality stocks. Is this a scam or something?

    ReplyDelete

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