Tuesday, July 1, 2014

CENTUM ELECTRONICS / CAPLIN POINT LAB /CAMPHOR AND ALLIED PRODUCTS - UPDATE

CENTUM ELECTRONICS  recommended  @ Rs.88 .Today stock hits its 52 week high @Rs.334 .Still recommending to HOLD this stock for long term.

Recommendation Link HERE



CAPLIN POINT LABOROTORIES   recommended  @ Rs.86 .Today stock hits its life time high  @Rs.243 . Stock already appreciated  about 175  % in six months .Those with low risk appetite may sell 1/3 of holdings to recover your original cost and  HOLD the remaining as cost free.

 
Recommendation Link HERE


CAMPHOR AND ALLIED PRODUCTS - recommended three months back  @ Rs.182 .Today stock hits its 52 week high @Rs.323 .Still recommending to HOLD this stock for long term.


 Recommendation Link HERE














98 comments:

  1. Very Nice VP

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  2. Can you provide ur views on Venus remedies

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  3. Hi..i am a small investor who has very recently started investing..i wanted to ask your valuable views on marksans pharma should i buy at cmp??

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    Replies
    1. Marksans recommended @ Rs.4 which reached @ Rs.30 in one year .Neutral at current price.

      http://value-picks.blogspot.in/2013/03/marksans-pharma-on-comeback-trail.html

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  4. Dear VP Ji.............

    Great...........

    Amitsingh.

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  5. Many congrats sir.. most of your stock recommendations such as Astra Micro, Centum, Nilkamal, MM Forgings, etc. have zoomed around 15% today on high volumes! I've become a die hard fan :-)

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  6. sirji
    plz share ur view abt RAJVEER ind. all textile company zoome bt rajveer not partipate?

    ReplyDelete
    Replies
    1. Company's financial performance was bad in last quarter

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  7. Sir please your view upon triveni turbine and Mirza international thanks

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  8. Dear VP,

    I have invested in Liberty Shoes @ 121. I wish to take more exposure in this as i am liking the story. Please advise us on any updates on this stock. Regards

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    Replies
    1. Stock recommended @ Rs.112

      http://value-picks.blogspot.in/2013/12/liberty-shoes-repeat.html

      Own conviction is beyond anything

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  9. Sir,
    Your views on leadership of Mr N Srinivasan as MM forging chairman

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    Replies
    1. He is only a non executive chairman ,no role in day to day operations of the company.

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  10. Sir.. request your views on Gitanjali Gems. Do you think it will be a successful turnaround story?

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    Replies
    1. Too early to say ,but can't rule out the chance for that

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  11. Sir ur recommended stock.. basant agro tech. .also rocking..:-)

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  12. Hello Sir,

    Please share your view about Dion Global.

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    Replies
    1. Currently a loss making co .Not a bad one for high risk investors

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  13. You are doing really good work. If you dont mind, I would like to know your profession

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    Replies
    1. Sir ,if its a genuine answer ,you are simply superb ! Respect !

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  14. Sirji, What is your view on kernex micro and itd cementation?!

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    Replies
    1. Near term fate of Kernex will be decided in the upcoming railway budget.If govt planning to implement ACD ,stock may out perform

      Not tracking ITD Cementation

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  15. Sir, your views on Thomas Cook India and Apollo Tyres ?

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    Replies
    1. Positive on business but both stocks appreciated substantially in recent times

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  16. Sir,

    Can I switch my holding in Cera sanitaryware and Ajanta pharma to Camphoor, caplin and centrum?
    How does cera and Ajanta fare when comparef with these three companies at present valuation?

    Thanks
    Jatin

    ReplyDelete
    Replies
    1. No meaning in selling good companies for another even if the others are good

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  17. Dear VP Sir,
    Kindly share your fresh view on Balaji Amines. Is it safe to buy now on CMP? I know you recommended this scrip on November 2013.

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    Replies
    1. Stock already appreciated about 75% from recommended level .One can HOLD it

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  18. Hi Vp,

    Can you throw some light on multiplex PVR (has largest multiplex chain close to 400 screens), INOX (in talks to buy Satyam Cineplexes). Whats your call in this segment.
    Also i am new investor ready to take some risk and want to invest in infra space Texmaco Rail/infra, GMR,gvk looking for long run
    whats your take on them?

    ReplyDelete
    Replies
    1. Generally not tracking stocks with higher trader's interest.

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  19. Sir, do you track JHS Svendgaard. Invested heavily @45. Pls advise sir any scope on this.

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    Replies
    1. Sir,

      'Invested Heavily' -> I assume, you put most of your egg in basket. It is safe to have diversified investment.

      Regards with good intension.
      A

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    2. Promotor of JHS eloped with investors money via their another company by name Sunehri exports

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    3. At least 10 times replied about this company as I am skeptical about its promoters

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  20. Dear VP Sir,
    Which among the 2 stocks namely Excel Industries and Camphor holds greater long term potential?

    Your guidance would be much appreciated as I could only afford to buy meaningful quantity of one of the 2 stocks.

    Regards.

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  21. Sir,
    What is your views on texmo pipes? They seems to be in profit for past qtrs comparing to a loss from last year.

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  22. Dear VP,

    Looking at the power sector boost speculation, I get the feel that GEI Industrial system may perform well in coming years, more attractive to me is the current share price available in very cheap price compare from the last five years price, half of the book value... and only worry is dept...I would like to take your view on this stock or shall I consider Patel Air temp who also produce more power plan products...

    ReplyDelete
    Replies
    1. Balance sheet of Patel is better at present.

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  23. Sie, what's your view on "future retail".Thanks For the Reply

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  24. VP Sir

    whats your view on MAX India as FDI in Healthcare is due to come.

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  25. Sir your views on R S Software please

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  26. Hi Sir. your views on Vikas WSP.
    Thanks
    Suresh

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  27. Dear VP sir what is target of mmfl for selling ...pls give sm advice sir

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    Replies
    1. Target will reach when company's business growth ends

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  28. Dear VP SIR., your view on fedder lloyd. Heavily
    invested. Pls.

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  29. Sir,
    your view on Shreyas Shipping which is in logistics sector and
    Om Metals for long term?

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  30. VP Ji,
    Please share your views on A2Z Maintenance and Electrosteel Steels Ltd. (ESL).

    Regards,
    Manmohan Garg

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  31. vp sir please tell your view on videocon ind

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    Replies
    1. Skeptical about promoters quality and ability

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  32. Sir ,
    Can you point out some of the information gathering sites/sources for the companies . If you can say some of the attributes that we need to look in the company for the initial investigation. This will be very helpful for those who want to start analyzing . Thanks in advance !

    ReplyDelete
    Replies
    1. There is no specific sources from which all info are readily available .Look around keep your eyes and ears open .

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  33. Sir.. Pls let me know youf views on IDFC. General market perception is that this stock won't do much for the next 18 months but that seems counterintuitive to me.

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    Replies
    1. Nothing to comment about market perception ,I am positive on IDFC for long term and recommended @ Rs.112 .I don't think 18 or 36 months is very long in case of investing in stocks.

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    2. Thank you sir.. it confirms my own impression and gives me more confidence to invest in it.

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  34. Sir, how GOODYEAR looks to you?

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    Replies
    1. Goodyear recommended @ Rs.300 in the below link .Still at current price of Rs.550 + ,one can HOLD it

      http://value-picks.blogspot.in/2013/08/goodyear-india-one-tyre-for-your.html

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  35. Sir,

    What is your view on visaka industries and RJL(Renaissance Jewellery Limited), both having good book value and eps. and can i sell IBpower now, i am not too optimistic on ibpower.

    Thanks
    Sarthak

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  36. Dear VP ji,

    Can you suggest about Force motors. Its debt free, current price below the book price.

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  37. Sir,

    Could you please suggest some books for understanding Fundamental analysis, i tried to read Intelligent Investor.. But its seems very high level and vague to me...

    ReplyDelete
    Replies
    1. Already suggested ,new comers should start with simple books like "How Buffett Does It"

      Delete
  38. Hi, this question is just for my learning purpose and is not intended to question anyone's judgement (you are our guru). Sir, I find both Centum electronics and Caplin labs fairly valued at their CMP, thus trying to understand your recommendation to hold instead of sell. I am not holding any of them, just trying to learn from your buy, hold and sell judgement.

    Kindly reply.

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  39. Dear VP Sir,
    Do you have any view on IFB industries ltd?

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  40. Sir,

    Whats your take on Berger Paints? I had bought a few shares on 297 levels

    Thanks
    Sam

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  41. Dear VP,

    Are you expecting a short market crash(not a bear market) in the near future, seeing current bullishness ?

    Thanks,
    Vinod

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    Replies
    1. Let it crash ,good for bargain buys.

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    2. Thanks VP for your prompt reply. So what will be your advice for those who are fully invested at the moment ? Better to book profits partially and hold some cash ?

      There are 3 possibilities :
      1. Bull run continues secularly
      2. A short crash
      3. Period of consolidation / Time correction.

      How would you prepare yourself for such possible scenarios if you are fully invested at the moment ?

      Thanks in advance.
      Vinod

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    3. Why you guys always looking into market movements rather than the growth of business you own ? . If business growth is there stock will out perform even in a bad market .I am not much bothered about market and not believing we can control it .It will move as it like . Just concentrate in companies .There may be ups and downs in between ,never bother about that if you are an investor in real sense .

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    4. Thanks a lot VP for such a mature advice :) Vinod.

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  42. Sir, please share your view on future consumer enterprise. I am holding it from past 3.5 years..purchased it at the time of ipo @10. Not sure what to do now. Please guide.

    Thanks
    Varun

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  43. Dear Sir,

    Please help with your suggestion:
    I am heavily Invested in Cairn India, thinking it has got good potential to become a multibagger in long term. However It did not participated in Bull run from 3-4 months. I heard Mutual funds are slowing taking out their money, and Management is playing games due to buyback.
    Please suggest If I need to hold (or) take out my money and invest in something else. I am a high risk long term investor.
    Thank you in advance.
    Srinivas D

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    Replies
    1. Closely tracked it when the company with old management

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  44. Respected Sirjee,
    What is your view on Amtek India Ltd ?

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    Replies
    1. Not tracking any stocks from this business group

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  45. Dear VP sir , Granules rocking .. Thank you very much . Is it time to enter the sugar cycle ?

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  46. sir, what is your view on Prime Focus?

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  47. Dear vp sir, i have posted this couple of times but no luck . Pls share your views on v- guard and gillette india for long term.
    Thank you.

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  48. what is your review on Selan exploration? I hold 500 shares for two months.

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    Replies
    1. Two months ?? . I think you are not at the right place.

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  49. Sirji, kindly share your views on aban offshore and sterlite technologies?!

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  50. Positive on aban for long term ,not tracking Ster Tech

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  51. Sir,
    Your take on Godrej Properties at current level

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