Tuesday, July 29, 2014

NATH BIOGENE / AEGIS LOGISTICS / PAPER PRODUCTS - UPDATES

NATH BIOGENE INDIA LTD

This stock earlier recommended @ Rs.50, which hits its life time high today @ Rs.138 .Now company reported its June quarter numbers where the top line is Rs.119 Cr and bottom line is Rs.30 Cr . Company reported a quarterly EPS of Rs.19 in Q1 of 2014-15 against Rs.14 for the same period of last year.Still recommending to HOLD it for long term.


Recommendation Link HERE

AEGIS LOGISTICS LTD

This stock recommended @ Rs.125 hits its 52 week high @ Rs.304 .Those with below average risk appetite may sell partially and hold the remaining quantity as cost free.Others can still HOLD it.

Recommendation Link HERE


PAPER PRODUCTS LTD

This stock recommended @ Rs.61 about 9 months back which now  hits its 52 week high @ Rs.176 . Still recommending to HOLD it for long term

 Recommendation Link HERE








Posted by VALUEPICK at 6:37 AM

59 comments :

  1. bijuJuly 29, 2014 at 7:38 AM

    Sir your views on granules Q1 results

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 4:40 PM

      Already commended about it ,please avoid repetition

      Delete
  2. AnonymousJuly 29, 2014 at 11:53 AM

    Dear VP...can you please share your thoughts on Balaji Amines results.

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 4:43 PM

      Please check whether similar query answered in recent times before e posting your messages . This same query answered below the previous posting in today morning itself.

      Delete
  3. jboJuly 29, 2014 at 12:43 PM

    Hi,
    Please share your views on CNI research and stampede.

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 4:44 PM

      Not tracking CNI research

      Stampede is owned by the same promoters of Greenfire Agri ( Formerly North gate Tech) which was a pump and dump story ,due to promoter history ,not interested in Stampede

      Delete
  4. AnonymousJuly 29, 2014 at 2:23 PM

    Hi VP,

    I had purchased VST Tiller on July 8th. Since then it is going down and reached to 1625. I can stay invested for long but not updated on its fundamentals. What is your advice on it. Should we stay invested or exit . Thanks

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 4:40 PM

      http://value-picks.blogspot.in/2014/03/vst-tillers-tractors-update.html

      Delete
  5. UnknownJuly 29, 2014 at 3:55 PM

    Hi Sir, My kind request to you, can you please provide few online sessions on how to evaluate a stock? Like what are all the parameters to analyze, promoters, what kind of queries to ask and get clarified? I'm ready to pay fee for the sessions if you opt to, even many of your blog followers could be interested in it as it will be good learning for us.

    As you said, you would be providing stock suggestions every alternate Saturday, I request you to take online sessions other Saturdays 2nd and 4th Saturday.

    Sir, please reply for this post. Eagerly waiting for your response

    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 4:47 PM

      Sorry ,due to time constraint not in a position to consider this request at present .More than that I don't think I have enough knowledge to teach you this subject in detail.

      Delete
  6. mayurJuly 29, 2014 at 6:57 PM

    Dear sir, whats your take on Dolly Khanna's exit from Liberty Shoes recently? Any alert?

    ReplyDelete
    Replies
    1. VALUEPICKJuly 29, 2014 at 7:06 PM

      From which source you got this information ?

      As per my understanding ,the said investor increased stake in Liberty to 325633 shares in latest June quarter from 312433 shares held in previous quarter.

      Delete
    2. mayurJuly 29, 2014 at 10:47 PM

      Here is the link:

      http://www.moneycontrol.com/bse/shareholding/quarterly_shifts.php?type=1&res=search&id=4844

      Not only liberty shoes but also Heritage food, wimplast, Hawkins, Nucleus, Selan.

      Not sure about moneycontrol data authenticity. Kindly confirm the same sir.

      Delete
    3. VALUEPICKJuly 30, 2014 at 5:32 AM

      Data provided in moneycontrol website is wrong .They mentioned as 'NA' for all cos whose share holding for June quarter not filed under the head 'SHP' in BSE. But the June quarter share holding pattern already filed by these cos under the head 'News' in BSE site itself. Please double check before taking decisions based on 'moneycontrol' data ,lot of mistakes are there.

      Delete
    4. mayurJuly 30, 2014 at 8:52 AM

      Thanks sir for the clarification. This is one of the classic exmple and lesson learnt from such a experience person like you. Point noted.

      Delete
  7. RaviJuly 29, 2014 at 7:47 PM

    Sir, what is your opinion on Mold-tek Packaging?

    ReplyDelete
    Replies
    1. VALUEPICKJuly 30, 2014 at 5:35 AM

      Positive for long term

      Delete
    2. AnonymousJuly 30, 2014 at 9:05 AM

      Sir your view on MOLD TEK Technologies on same group pls.

      Delete
  8. amberJuly 29, 2014 at 8:03 PM

    Paper Product Ltd management keeps selling stake on higher level, Do you think we should do fresh investment ?

    ReplyDelete
    Replies
    1. VALUEPICKJuly 30, 2014 at 5:33 AM

      Indian promoters selling but foreign promoters acquiring their stake. No issue due to this.

      Delete
    2. amberJuly 30, 2014 at 7:48 PM

      I read your comment in blog where same scenario and your said if promoter keep selling stock then investor loos confidence

      Delete
    3. VALUEPICKJuly 30, 2014 at 9:22 PM

      How Changing hands from one promoter to another affect the company especially when the buyer is one world leader and financially sound ?. I never expressed such an opinion in similar scenario but mentioned like that when promoter sold in the open market which is entirely different.

      Delete
  9. AnonymousJuly 30, 2014 at 7:55 AM

    Dear sir,
    What's your view on First Carlyle Growth VI exit from Repco Home by selling more than 1.1crore shares with the discount of Rs. 50 from the prevailing market rates? Can I average it sir?

    ReplyDelete
    Replies
    1. VALUEPICKJuly 30, 2014 at 9:15 PM

      May be part of profit taking , last month many funds bought too

      Delete
  10. AnonymousJuly 30, 2014 at 11:08 AM

    Dear SIr, What are your views on "Future LIfestyle Fashions Ltd" and "Marico Kaya Enterprises Ltd" for long term investment (5-10 years)

    ReplyDelete
    Replies
    1. VALUEPICKJuly 30, 2014 at 9:17 PM

      Not tracking Future Lifestyle

      Positive on Marico Kaya

      Long term is not a guarantee for return like an FD ,one should review the business growth periodically

      Delete
  11. AnonymousJuly 30, 2014 at 12:25 PM

    Sir what are your views on Mayur Uniquoters? Please reply

    ReplyDelete
    Replies
    1. VALUEPICKJuly 30, 2014 at 9:17 PM

      Many times in the past expressed my positive view on this company

      Delete
  12. JosephJuly 30, 2014 at 2:25 PM

    Sir,
    Please share your view on Dhunseri petro and tea.
    Thanks
    Joseph

    ReplyDelete
  13. AnonymousJuly 30, 2014 at 2:39 PM

    Dear Vpji

    I am not getting your suggestion on entry in SKS Micro finance after its quarterly result. Please suggest your views on it as FII holding is increasing in this co. Hopes to hear this times

    ReplyDelete
  14. AnonymousJuly 30, 2014 at 3:56 PM

    Please let us have your views on latest results of Goodyear n ador.

    ReplyDelete
  15. Sontosh Kumar BothraJuly 30, 2014 at 4:31 PM

    Respected Sirjee,
    What is your view on SJVN ?

    ReplyDelete
  16. AnonymousJuly 30, 2014 at 4:38 PM

    Hello VP,
    Do you think IPCA is a buy at CMP? It has come down nearly 20% post the US FDA observation but I think it's a good company fundamentally. Plz share your views.
    Thanks,
    Tushar

    ReplyDelete
  17. AnonymousJuly 30, 2014 at 6:43 PM

    Sir could you pls post your update regarding oriental carbons result. is it a hold for long term? pls reply

    ReplyDelete
  18. Sachin GJuly 30, 2014 at 7:06 PM

    Hello VP sir..,
    You are really great sir.Yours value pick on Avanti feeds ltd. is rocking everyday.

    ReplyDelete
  19. AnonymousJuly 30, 2014 at 9:36 PM

    VP sir....... I wish you live a long, happy & healthy life. I feel so confident in highly volatile equity markets just coz of ur way. Thanks so so much sir. Sir when will be the result date of "Jain irrigation system Ltd" & what are your expectations of growth in Qtr 1 results & in FY15. I know you answered many querries on this comp. but please ur views at current scenerio & future prospects are highly expected sir.
    Pl Reply sir....:-)

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 5:39 AM

      Due to change in business model in recent times, all micro irrigation companies are facing challenges at present. I hope, a company like Jain Irrigation can sail this rough weather ,but one need enough patience.

      Delete
  20. AnonymousJuly 31, 2014 at 12:07 AM

    Sir
    What is your view on beckons Ind. Your past recommendation my father hold 10000 shares of it. Is any chance of revival of business in long term. One can add shares at cmp hardly below 1 rs. And one more international travels also. Pls help me.

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 5:36 AM

      This is the issue of taking decisions only on reading the headline of posting .Why you are saying this stock bought on my recommendation. Beckon Industries is a stock I clearly mentioned as some fraud is going on and better to avoid

      Old Postings link below

      http://value-picks.blogspot.in/2010/04/beckon-ind-fcs-software-something-fishy.html


      http://value-picks.blogspot.in/2010/07/beckons-industries-fun-unlimited.html

      Delete
    2. AnonymousJuly 31, 2014 at 8:59 AM

      OK sir I have earn much by following your blog. I was just asking. I havent read. It my mistake. Thank you sir

      Delete
  21. AnonymousJuly 31, 2014 at 1:04 PM

    Hi Sir,

    Hope u r doing well.....

    My query about Himalya Intenational, Today it has been locked @ lower ckt due to result may be..... kindly put light on it.

    Thanks in advance

    Regd,
    SAM.

    ReplyDelete
    Replies
    1. AnonymousJuly 31, 2014 at 8:56 PM

      Thank you for updating on Himalya International.....

      Delete
  22. AnonymousJuly 31, 2014 at 1:15 PM

    Dear VPji

    This is for your ref.

    http://retail.economictimes.indiatimes.com/news/apparel-fashion/apparel/former-vishal-retail-becomes-ebidta-positive-plans-to-enter-ecommerce-in-next-six-months/36355987


    Regards
    JD

    ReplyDelete
  23. manishJuly 31, 2014 at 2:32 PM

    Sun pharma advanced research came out with results .. Nothing extraordinary and the management doesn't even tell about the future but the stock has been appreciating all along ..
    Do you recommend to add the stock at current levels and add on 15-20% declince

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 8:35 PM

      It is a research oriented company that itself in a sector with lot of Govt controls. I don't think even the management can say accurately about its future in a business like this.

      Delete
  24. UnknownJuly 31, 2014 at 3:46 PM

    Sir,

    Ur views on himalaya International as result looks bad

    ReplyDelete
  25. AnonymousJuly 31, 2014 at 4:06 PM

    Hi Sir, Today bad result has come for HImalaya interanational Ltd. What is ur opinion whether to hold or to sell?

    ReplyDelete
  26. mayurJuly 31, 2014 at 5:32 PM

    Sir, whats your take on EPC Ind. mute results? Shall we ignore results for few more quarter like Sequent? Pls advise.
    Thanks again.

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 8:36 PM

      Yes , But not few more quarters but for at least three years ,by then all agri business of Mahindra may consolidated

      Delete
  27. AnonymousJuly 31, 2014 at 5:44 PM

    HI Could you tell your views on Jyoti Structure, and JP power

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 8:37 PM

      Result of Jyothi structure was again below expectation

      Not tracking JP group cos

      Delete
  28. AnonymousJuly 31, 2014 at 7:48 PM

    VP Ji, What is your view on IFB Industries since it has come out with robust Q1 numbers about 800% growth in PAT?

    ReplyDelete
    Replies
    1. VALUEPICKJuly 31, 2014 at 8:38 PM

      Yes ,chances for further re-rating is there .They are now going aggressive in A/C too.

      Delete

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