Tuesday, July 15, 2014

UPDATES ON PREVIOUS RECOMMENDATIONS

1) AHLCON PARENTERALS LTD

Recommended Price Rs.64

Current Price Rs.501 

Current Recommendation : Book Profit

Recommendation Link HERE

2) ROTO PUMPS  LTD

Recommended Price Rs.80

Current Price Rs.395

Current Recommendation : Sell 25 % of original holdings and keep the rest as cost free

Recommendation Link HERE


3) LA-OPALA RG

Recommended Price Rs.66

Current Price Rs.1013

Current Recommendation : Sell 10 % of original holdings and keep the rest as cost free

Recommendation Link HERE


41 comments :

  1. Hats off to your hardwork and commitment.

    ReplyDelete
  2. Hi Sir,

    My concern is regarding Shakti pumps.
    Promoters has lot of pledged shares. does this effect future price performance of its share.
    Please correct if I am wrong.
    Thankyou

    ReplyDelete
    Replies
    1. If we lost our confidence in any stock due to any reason ,no meaning in keeping it

      Delete
  3. Sir,

    Very nice to see your great work. I have just entered stock market. I am delighted and happy that i landed in this site. Your guidance to others are simply amazing.

    Please let me know whether i can still buy roto pumps. Kindly suggest on rapicut carbide and patel integrated logistics.

    Thanks in advance.

    ReplyDelete
    Replies
    1. Dear

      Just above recommended to book partial profit ,then what is the relevance of this question .? . I can't say it will not move further but my first consideration is saving capital ,profit making is only second.

      Delete
  4. Sir,
    If you know can you please tell about the tax that need to be paid on the capital gain got from selling shares(Selling after holding it for 1 year and the percent of tax applicable when shares are sold within a year)

    ReplyDelete
  5. Dear VP,
    Kindly provide your comments on Kopran.

    Thanks,
    RC

    ReplyDelete
  6. Sir I am new here 21 days old to ur blog. Feels great for people who are following u for long and booking profits for above mentioned stocks
    Your fan always
    rakeshs

    ReplyDelete
  7. Dear Sir,

    Finally i feel i have found the right site and the right person to guide me in this stock market. Iam new to stock market and wanted to know if i can buy M.M.forgins, capital first and aurobindo pharm at cmr?? Iam initially looking for short term gains in about 3 to 6 months. Please guide me on this.

    Regards,
    SK

    ReplyDelete
    Replies
    1. Sorry to say It is not the right place to you . No comments about short term investment ,,,

      Delete
    2. Dear Shiv,
      As beginner,
      Your first step: Read VPs, complete blog word by word. Understand his philosophy. Start from 2010 to 2014
      Second step: Read all the comments in his blog and his reply.
      Then ask him questions to invest.

      Delete
  8. Sir, marksans is rocket stock. Thanks for giving us occasions to celebrate.
    Rahul Baba

    ReplyDelete
  9. Sir
    requesting ur views on future prospects of spice jet, its one of ur old recommendation where u had advised to book loss.
    do u see any fresh rays of hope in midst of corrected price & a development oriented govt in place.

    ReplyDelete
    Replies
    1. At present not tracking this stock and the entire sector

      Delete
  10. Dear Sir,
    Pls suggest me a stock for lonng term (for 1 yr or more). I want to start SIP. Is it good to invest in a selected stock at monthly basis. Pls help me..

    ReplyDelete
  11. vp sir
    please enlighten us about the high debt/equity ratio of capital first.

    ReplyDelete
    Replies
    1. High debt equity is due to the nature of business ,normally it will be always higher for NBFC's compared with other non financial sector companies.

      Delete
  12. Sir..you didn't post my query that i had asked yesterday....kindly spare few minutes and do reply...would be really good to know your views. Below was my query -
    " I needed to know your views after watching a news today. It said that the new govt has a keen interest in Infrastructure and budget housing ( smart cities and houses for every one by 2020/22) so I inferred that the sectors such as infra finance, cement, steel, realty, tiles etc may get directly benefited from the growing demand in these sectors and having some fundamentally solid stocks from such sectors would be beneficial in along run...what are your views on the same and if you recon with this thought process, do you have some recommendations for these or related sectors ? I know i am focusing on few sectors however having a fundamentally right company in any sector shouldn't be an issue....also please do let me know your views on Kopran."

    Thanks,
    RC

    ReplyDelete
    Replies
    1. Many stocks from the mentioned sectors suggested in the past itself.

      Delete
  13. Dear VP Sir,
    I am new to stock market. Fortunately I found your blog. Your recomendations reap so much wealth. But being new to the stocks I couldn't benefit. However from today onwords I want to invest in your picks. My request is plz teach or advise me how to find the worthy stocks and what are the things have to see in the company before invest in it. If you provide training about fundamentals/technicals of the companies through this blog or by any other means it is so much boon for the investors like me.. teach us to fish rather than feeding us..if anything regrets you.. pardon me.
    Thanking you Sir.

    ReplyDelete
    Replies
    1. Please don't blindly buy any of my stock suggestions. Do own due diligence and generate conviction before taking any action.Try to read some good books to get an idea about the market and investing . Due to short of time anything beyond this is difficult to handle.

      Delete
  14. Hey bro, can you do me a favor? I bought some shares of tv18 at higher price which are in loss now. It will be good if you give a buy call for this in your blog so that so many upper circuits will cover up my losses.

    ReplyDelete
    Replies
    1. Better to search for someone else to do work like this.

      Delete
    2. Wow .. This is Hilarious Bro... Never expected such kind of questions to you VP Sir :)

      Delete
    3. Sorry sir, my apologies. I posted this comments without going deep through this blog. You are really doing a great job which gives benefit to lot of investors. Keep up the good work.

      Delete
  15. Dear Sir,
    Morgan Stainly again purchase 1 Million Shares of Sequent.Which you had recommanded at very much lower price .Wow what a recommandation
    Regards
    Jitendra

    ReplyDelete
    Replies
    1. Let us wait for more surprises from this company

      Delete
  16. Dear Sir,

    Please guide me on itc,infosys and bharat bijilees..should i hold them or sell them ?? are these stocks looking really positive in near future? it will be very grateful of u.

    ReplyDelete
    Replies
    1. Generally not tracking high volume stocks like Itc or Infy

      Not tracking Bharat Bijlee too

      Delete
  17. Dear Sir,

    whats your view on investing in ashok leyland @cmr? Please guide me.

    ReplyDelete
  18. Dear VP Sir,

    whats your view on investing in Ybrant Digital @cmr? Please guide me

    ReplyDelete
  19. It looks interesting ... Just a few additional points and observations which need review ...
    1) Promoters granted 65 L options to CMD at Rs. 207 a piece, which would be exercised in 4 equal tranches starting April 2015. At the time of the grant, it was made at about 45% premium to prevailing market price.
    2) The scorching pace of growth keeping such low Gross and Net NPA is commendable but if it can be maintained at a higher scale of operation is a moot question.
    3) The tax liability would be substantially higher next year as the offset they enjoyed for bad debt of 2010-11 would no longer be there.
    4) Similarly, the reported profit would be much higher due to absence of the loss in value they booked for discontinued operations.
    5) Unlike Magma Fincorp (which has very similar background and profile and valuation), CAPF's NPA is substantially better possibly because of their staying away from LCV and other CV financing. Magma has AUM of Rs. 19K vis-a-vis Rs. 9.6K of CAPF with but former has a lower ROA.
    6) Their access to wide range of funds and very competitive rate and spreads, can possibly able to meet the management guidance of growing the loan book to Rs. 25K crores by 2019. It is a growth below 25% CAGR but profit growth may be substantially better.
    7) Warburg Pincus background may be helpful but in this regard it may be interesting to study if KKR, IFC, Chrys Capital etc have made any significant contribution to Magma and if yes, in what way?
    8) In spite of stellar track record of the management team, the possibility of making "financial gymnastics" to report scorching growth can't be entirely ruled out as too much of stock option is given for showing high level of performance (appx. 7.3% of diluted capital). Sometime, too much of consistency of good performance itself is a suspect for me in a fiendishly complicated world of finance and banking.

    ReplyDelete
  20. sir any views on gateway distriparks

    ReplyDelete
  21. Dear VP,

    Please provide your view on DHP India and Poddar pigments if you are tracking them.

    Thanks

    ReplyDelete
    Replies
    1. DHP is a stock recommended earlier @ Rs.41 ,AT CMP Rs.123 ,other than high risk investors can take the profit out.

      Link below

      http://value-picks.blogspot.in/2010/08/dhp-india-buy.html


      Not tracking Poddar Pigments

      Delete
  22. Today being a holiday I got time to go through your blog, real good work, interesting, impressive and very informative. Keep up the good work, God Bless you.

    ReplyDelete
  23. Most of your recommended companies are from Group T, please let me know why is it so and the amount of risk involved?

    ReplyDelete

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