APAR INDUSTRIES
This stock recommended @ Rs.145 which hits its 52 week high today @ Rs.402 .Yesterday ,HDFC Mutual Fund bought 4 lakhs shares of this company at an average price of Rs.365.
Recommendation Link HERE
CENTUM ELECTRONICS recommended @ Rs.88 currently trading around its life time high of Rs.412 .On 22/07/2014 ,HDFC Mutual Fund bought 3.71 lakhs shares of this company at an average price of Rs.360.
Still recommending to HOLD it
Recommendation Link HERE
This stock recommended @ Rs.145 which hits its 52 week high today @ Rs.402 .Yesterday ,HDFC Mutual Fund bought 4 lakhs shares of this company at an average price of Rs.365.
Recommendation Link HERE
Still recommending to HOLD it
Recommendation Link HERE
Hi Sir ,
ReplyDeletePlease share your views on Pipava defense .
Not tracking it
DeleteDear VP Ji...
ReplyDeleteGood Morning ...
Please tell me the View on Bajaj Hindustan Ltd. for Long term investing..
Advance thanking you... Hope you reply for this.
Regards
Amitsingh
Till there is no uniform policy in fixing cane price ,it is very difficult to analyse this sector in general.
DeleteHi VP,
ReplyDeleteHats of to you.my knowledge about companies has increased at lot.Through ur blog i have really learnt on what are the parameters to study in a particular company before making investment.
Thanks a lot once again. i am holding Arrow coated products,Alphageo,V2 retail and Galaxy from ur recommendations.
Dear VP,
ReplyDeleteYour views on - 8K MILES SOFTWARE SERVICES LTD.
Thanks,
RC
Hi Sir,
ReplyDeletePlease could you share your view on Financial Technologies, Thinksoft & Polaris. Much Appreciated.
Hello VP sir,
ReplyDeleteI am a new investor. I have bought a few SUN TV shares going by their brand value and almost monopoly of south indian television. I have bought the shares for long term investment. But, the promoters seems to be tainted politicians. Is it a mistake to just go by the brand value. From long term investment point of view can I hold or exit. Sir, even if you are not tracking the share kindly share inputs on brand value vs promoter's image while analysing the share. Thank you very much. Eagerly waiting for your reply.
Not tracking any stocks recommended in above three queries
DeleteVP Sir i had bought Astra Micorwave @ 55 Rs. through your recommendation with a long term view ad it had already reached to an unimaginable level. I Got to know the real meaning of Multibagger through it. Thanks a Lot!! Just wanted to ask should i book some partial profit in it? or this is not the right level to book profit's ?
ReplyDeleteQuestion indicates your confidence level shaken a bit . In such a situation it is always better to book at least partial profit
DeleteSir, whats your take on resulst of Ganules & DHFL. I must say descent improvements in Granules and expecting even better in H2FY15 so I would continue to hold it. Dont know what to say about DHFL so waiting for your comments. Thanks sirji.
ReplyDeleteOn can Hold both
DeleteNamastey VPji,
ReplyDeleteSir, my query is regarding Archidply Industries..its Book Value price is around 50/- and available around 9 PE. My question about this company is it is a profit making company from last many years but not paying divident..I just want to know quality of the promoters...i m not able to find out the promoters background can u please help me in this regard and also tell me how is it look like at present level..
Not tracking this stock
DeleteBefore reaching a conclusion just check the cash flow position or there is any expansion going on or planning for it.
Sir can u please help me in understanding cash flow...as I m not able to understand with my own....
DeleteI don't think my help is not needed to understand what Cash Flow is . Just google ,lot of articles about it is available.
DeleteVPji,
ReplyDeleteHolding on a small qty of 300 shares of Apar bought at 125 levels by ur recommendation. Will continue to hold firmly, expecting higher levels. Thanks for the great pick.
Regards
HK
Dear VP Sir,
ReplyDeleteI have searched you blog completely for any relevent update for current status of Vijay Shanthi builders.
Please give your opinion on Vijay Shanthi Builders. I bought at a higher price. Can I still hold this counter. I understand there is an overall negative view on the real estate sector. Other than that, Is there any problem fundamentally? Shoul I exit? Kindly reply. Thanks.
Should examine the reason for fall in promoters' share holding
DeleteSir, your views on NECSO (INE317F01027) for 3-5 years term. Its a debt free reality company, mainly involved in Exhibition space. My concern is on its volume vis a vis its nature of liquidity. Regards
ReplyDeleteSomnath
My concern is the scalability of business.
DeleteDear VP Sir,
ReplyDeleteI am one of yr strong follower and like the way you present with facts on any company you post in this super blog. Hats of to you.
Can you pl share your views on Claris Life Science considering the following:
1) High FII holding and just 10% public holding. High Promotor Stake.
2) Expansion under progress in two units.
3) current price quote is Less than its IPO Price
4) Bought back 15% thro' open offer from share holders @ Rs 250 and hence reduction in capital and increase in EPS
5) Debt Repayment and reduction in interest Outgo & increase in Net Profit
6) New Launch of products for next 3 years
7) Recent USFDA Approval.
8) Reasonable Quote in Stock exchange currently
9) Supplying to 80 countries & own office set up in US for marketing etc
5)
Discontinue tracking this stock post sale of sizable portion of its business
Deletehi sir your view on gmr infra and jaiprakash asso
ReplyDeleteGenerally not tracking such high volume shares with trader's interest.
DeleteSir,
ReplyDeleteWats your view on arvind remedies,jai balaji industries,nitco and v2 retail
V2 retail your recomendation is buy but its volumes are hardly 200-500.any comment on this??
My stand on V2 and Nitco expressed more than once ,not tracking the other stocks.
DeleteHi VP,
ReplyDeleteI am your great fan, your pics are awesome. But unfortunately i had invested in few stocks before coming across this blog. I beg for your openion.
1) Hariyana Ship-Breaker
2) PNB Guilts
3) Mediaone Global
4)Genera Agri Corp
5)Cybertech Systems
6)Shree Rama Multi-Tech
Yours,
Ankh
Not tracking any of these stocks
DeleteVP sir, can you please let us know your views on NDTV?
ReplyDeleteNot strictly tracking NDTV .Before going ahead ,just try to find out the truth behind the news in the below links..
Deletehttp://www.moneylife.in/article/why-ndtv-did-not-disclose-rs450-crore-tax-notice-to-exchanges/37594.html
http://www.moneylife.in/article/ndtvs-many-shenanigans/33296.html
http://www.moneylife.in/article/ndtv-threatens-to-sue-its-shareholder-sanjay-dutt-of-quantum-securities/33802.html
Thank you for these links sir. Very useful
DeleteHi VP sir,
ReplyDeleteAs per the below link, domestic rates of chemicals used for dye manufacturing have zoomed up 200% on falling Chinese exports and gradual closure of polluting dyeing units in Maharashtra and Gujarat.
Since you recommended quite a few chemical companies, according to you, which of them will gain from this opportunity. Please share your views.
Regards
Nachiket
http://m.thehindubusinessline.com/todays-paper/tp-news/dye-chemicals-prices-zoom-up/article6121231.ece/?maneref=http%3A%2F%2Fm.thehindubusinessline.com%2Ftodays-paper%2F%3Fmaneref%3Dhttps%253A%252F%25Market
Stock price will always respond upfront and news will come later. Most of the stocks from this sector already appreciated substantially.I think Bhageria Dye Chem is a fair one from this sector.
DeleteDear VP,
ReplyDeleteWhat are your views on Shalimar Paints (cmp 90) and Radico Khaitan (cmp 99) ?
Thanks
Shrinivas
VP Sir
ReplyDeleteWould appreciate your advice on ZF Steering Gears. Should I continue holding or sell?
Not tracking above cos.
DeleteWhy does sun pharma advanced research deserve such high valuations .. Company hasn't been able to come out with the drug .. Even if they are successful with the research , how much revenue can they generate ??
ReplyDeleteDo you also believe in this story like other analysts
Regards
In most of the cases stock price is the reflection of anticipated future not the past.
DeleteVP Sir,
DeleteWould you recommend holding sun pharma advance research at current levels ?
Thanks in advance.
sir
ReplyDeleteI really missed the bus. Your calls are excellent. even though member in blog spot since long time not aware of your blog and really missed . still iam hopeful that i can attain knowledge by following u regularly. may god bless u. how can i cantact u personally. plz reply
Not providing any stock suggestions personally.
DeleteSir, my dad brought shares of modern syntex(india) ltd way back in 1994 at Rs 10. But it is not listed in stock exchange. Is it possible that if the stocks are not listed in main stock exchanges, they can be listed in regional stock exchange.
ReplyDeletePlease shed somw light on it
Modern Syntex suspended from BSE in 2000. I don't this it is currently trading in any regional exchanges.
DeleteSir,
DeletePlease respond to this ..... What happens in above case. If the company is suspended from exchanges does that mean the shareholders lost their invested capital....or they have to wait for the company to be listed again ? ..If it does not list then...
Hi VP,
ReplyDeletePlease share your views on Suzlon result/ Investor presentation.
Showing improvement ,only for investors with good patience.
DeleteVP Sir - What is your opinion on Tata Chemicals?
ReplyDeleteNot a bad stock,some temporary issues are there . Long term investors may look into it in a dip.
DeleteSir ur views on repco home finance
ReplyDeleteHi VP sir,
ReplyDeleteI keep reading your blog regularly and I had seen APAR recommendation blog article and missed adding it as I had just entered the stock market. Now after reading the update I really felt I should have bought some. I am now thinking to buy some shares of apar for long term.do you still recommend entering at current price(344 on base)?
Hello sir,
ReplyDeleteCould you please share your view on marksans pharma