Tuesday, August 19, 2014

MARKSANS PHARMA - BOOK PARTIAL PROFIT

Marksans Pharma recommended @ Rs.4 about one year back ( Recommendation Link HERE ).Currently this stock is trading above Rs.50 , a return of more than 12 times during this period . At current rate ,  company's market cap is around Rs.2000 Cr . Purely on valuation basis , - for an average risk taker -  recommending to take some profit at current level .
Posted by VALUEPICK at 10:52 AM

80 comments :

  1. AnonymousAugust 19, 2014 at 12:03 PM

    Sir please share ur view on Natural Capsules Ltd.

    ReplyDelete
  2. AnonymousAugust 19, 2014 at 2:08 PM

    Sir any update on Asian Granito Ltd.? it's trading in a range.

    ReplyDelete
  3. AnonymousAugust 19, 2014 at 2:09 PM

    Sir Ur picks are really Great. Thanks for guidance.

    ReplyDelete
  4. AnonymousAugust 19, 2014 at 2:10 PM

    Sir Ur View about Bharat Immunological & Bio ?

    ReplyDelete
  5. AnonymousAugust 19, 2014 at 2:32 PM

    Hope this gets published this time.
    Dear Sir,
    What are your views on Fluidomat : your old pick and Zensar technologies. Kindly answer

    ReplyDelete
    Replies
    1. VALUEPICKAugust 19, 2014 at 4:03 PM

      Already moved from Rs.29 to CMP RS.150 + , if you have no patience , take the profit.

      Delete
  6. AnonymousAugust 19, 2014 at 4:22 PM

    Sir my question is very general regarding allocation of funds in the portfolio. I am a bit confused that if lets say we are convinced with 10 stock's which may perform better in the future - so will it be more beneficial to buy 5 out of 10 but in quantity or all 10 should be there in your portfolio. Which strategy will fetch more returns?

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 6:52 AM

      It depends on your conviction level on each company. Generally concentated portfolio delivering superior return though the risk is high.

      Delete
  7. AnonymousAugust 19, 2014 at 6:21 PM

    Dear Sire,

    Hope my question gets your kind attention this time.

    What is your view on Ester Industries.

    Rgds,
    YK.

    ReplyDelete
  8. AnonymousAugust 19, 2014 at 6:55 PM

    Dear Sir, your view on AVT natural

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 6:54 AM

      AVT recommended before stock split @ Rs.170.

      Currently not tracking it.

      Delete
  9. AnonymousAugust 19, 2014 at 6:56 PM

    Sir

    can i have your views on motherson sumi systems.....i am looking at 5 to 10 year holding period.

    thanks

    ReplyDelete
  10. AnonymousAugust 19, 2014 at 6:59 PM

    Dear Vpji, please share ur views on Suzlon Energy

    ReplyDelete
  11. DilipAugust 19, 2014 at 8:21 PM

    Your view on pix transmission please

    ReplyDelete
  12. AnonymousAugust 19, 2014 at 8:43 PM

    Hello Sir,

    Can you please give your opinion on Singer India if you tracking the stock. Future seem to bright for this business.

    Thanks!

    ReplyDelete
  13. Random ReggaeAugust 19, 2014 at 9:49 PM

    Thank you for this blog. Not just for the extremely good recommendations but also for explaining the thought process behind the selection. There is a lot to learn from it.

    Can you please give some feedback on "Sonata Software Ltd"?

    ReplyDelete
  14. UnknownAugust 19, 2014 at 10:06 PM

    Sir could you please throw some light as to what went wrong with Interlink Petrolium.

    Thank you

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 6:56 AM

      Old promoters sold the company to some others having no experience in oil related field.

      Delete
  15. AnonymousAugust 19, 2014 at 10:27 PM

    Dear Sir,
    What is your recommandation on timken & tokyo plast at current cmp.as i have invested both the scrip
    kindly advise please
    regards
    jitendra

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 6:59 AM

      Timken Recommended at Rs.125 which is currently around Rs.400.

      Tokyo plast recommended @ Rs 14 which is currently around Rs.30.

      Below average risk takers may sell partially to recover cost and hold the rest.

      Delete
  16. Prateek DhuperAugust 19, 2014 at 11:25 PM

    Sir,
    What is your view on Prism cement. Could you please post your analysis on Prism cement!!

    ReplyDelete
  17. jboAugust 19, 2014 at 11:56 PM

    Hi Sir , Please share your views on Natco Pharma and NBCC .

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 7:01 AM

      Not tracking Natco

      NBCC recommended @ Rs.93 , at current price of Rs.460 ,sell 1/4 and hold the rest as cost free.

      Delete
  18. AnonymousAugust 20, 2014 at 12:53 AM

    Dear VP,

    Your view on Ahmednagar forgings if you are tracking it.

    Thanks

    ReplyDelete
  19. ronetteAugust 20, 2014 at 10:11 AM

    Can you let me know about Morepen Laboratories

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 7:49 PM

      History of promoters is not too good and also some court cases are there .But if management is ready for a change and find some ways to settle the Fixed Deposit related cases ,still there is scope. All together a very high risk kind opportunity.

      Delete
    2. ronetteAugust 21, 2014 at 10:14 AM

      Thank you !Highly appreciated!

      Delete
  20. AnonymousAugust 20, 2014 at 10:57 AM

    Dear Sir,
    Your view on Mavens Biotech. I have started buying share for past one month only your suggestion for investment on any shares will appreciated. Thanks in advance

    ReplyDelete
    Replies
    1. AnonymousAugust 20, 2014 at 7:40 PM

      Rofl..!! Where he recommended penny stock "Mavens Biotech". Kindly share link!

      Delete
    2. VALUEPICKAugust 20, 2014 at 7:54 PM

      Not tracking this company

      Never buy any stock only on my recommendation.Use the provided info as an additional input for your study . If convinced yourself ,act on . It is your hard earned money and only your conviction will save it.

      Delete
  21. AnonymousAugust 20, 2014 at 11:38 AM

    Could you pls comment on Usha Martin Ltd @cmp 42 for LT investment

    ReplyDelete
  22. AnonymousAugust 20, 2014 at 11:59 AM

    Any view on tide water oil regarding quality & investment horizon Sir?

    ReplyDelete
  23. AnonymousAugust 20, 2014 at 12:14 PM

    Dear Sir
    Could you please provide your valuable views on Shilpi Cables?
    Thanks

    ReplyDelete
  24. AnonymousAugust 20, 2014 at 1:08 PM

    Sir,
    Please share your view on alok industries and archies ltd.

    Thanks

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 7:54 PM

      Negative on both stocks.

      Delete
    2. AnonymousAugust 20, 2014 at 8:05 PM

      ok, thanks a lot for sharing your view.

      May god bless you

      Delete
  25. AnonymousAugust 20, 2014 at 1:24 PM

    Pls let me know your view onBILT

    ReplyDelete
  26. rajkpyAugust 20, 2014 at 2:05 PM

    sir what are your valueable views on KPIT tech

    ReplyDelete
  27. AnonymousAugust 20, 2014 at 4:19 PM

    Hi , What is your view on Ganesh Ecosphere?

    ReplyDelete
  28. AnonymousAugust 20, 2014 at 4:41 PM

    Dear sir, your valuable comments and current stance on your old pick LUMAX AUTO TECHNOLOGIES. Also the result view pls. Thanks in advance.

    ReplyDelete
  29. AnonymousAugust 20, 2014 at 4:54 PM

    sir your views on narmada gelain

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 7:57 PM

      This stock recommended @ Rs.95 which is currently trading @ Rs 283 . Neutral at CMP.Rec .Link below

      http://value-picks.blogspot.in/2011/06/narmada-gelatine-value-pick.html

      Delete
  30. UnknownAugust 20, 2014 at 5:01 PM

    Sir Do you Track Automobile Corporation of Goa Ltd. and TRF (Tata Refactories) ?? If yes what are your views on them ?

    ReplyDelete
  31. AnonymousAugust 20, 2014 at 5:29 PM

    Dear VPji
    First of all thanks for your valuable recommendations and answering of queries raised by us. Not to exaggerate one famous online stocks blog even said that you are after god for small investors....where you are not looking for any benefit out of this service...
    Sir i need your view on AVT Natural Products at the current mkt price ie can i enter into the stock now..

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 8:00 PM

      AVt recommended before stock split @ Rs.150 . Adjusted to stock split it is now trading at Rs.500 .

      Not strictly tracking now ,but it seems its MD is seliling shares in past few days. Keeping fingers crossed

      Delete
  32. AnonymousAugust 20, 2014 at 5:52 PM

    Dear VP Sir
    Please share your valuable advise on Bliss GVS Pharma.
    Since last 3 years I am holding this stock. My buying price is Rs.25
    Thanks & regards
    Mahendra

    ReplyDelete
  33. AnonymousAugust 20, 2014 at 6:11 PM

    sir , china has imposed 30% antidumping duty on aksh . how much impact will this have on the stock . please throw light . chinmoy

    ReplyDelete
    Replies
    1. VALUEPICKAugust 20, 2014 at 8:04 PM

      Not 30 % it was 51 % and not only on Aksh but all producers from India at different level as follow.


      STERLITETECHNOLOGIES LIMITED - 13.7%
      Birla Furukawa Fibre Optics Limited - 19.2%
      Corning Technologies India Private Limited - 47%
      AKSH OPTIFIBRE LIMITED - 51.0%
      Finolex Cables Limited - 51.0%
      ALL Others - 47.0%


      Difficult to get a country wise break up of export , shall try and inform if possible.

      Delete
  34. AnonymousAugust 20, 2014 at 9:45 PM

    Sir, your view on fair value of Snowman Logistics IPO price?

    ReplyDelete
    Replies
    1. VALUEPICKAugust 21, 2014 at 7:41 PM

      Since this is the first company from this space It is difficult to predict how market will value it.

      Futuristic business with decent promoters .

      Delete
  35. AnonymousAugust 20, 2014 at 9:47 PM

    Sir, You recommended Jenburkt Pharma in October 2010. What is your view on that now? Is it a Hold or re-enter?

    ReplyDelete
  36. JiteshAugust 21, 2014 at 11:59 AM

    Sir,

    one of ur old recommendation - Ramky infra is a big player in Infrastructure field...but stock is battered down...is it a right time to buy for long term?
    Also, do you recommend to buy Marico Kaya, as far as fundamentals are concerned i found it super stock to buy but need your expert views as well..

    ReplyDelete
    Replies
    1. AnonymousAugust 21, 2014 at 6:17 PM

      Please avoid repeated question. VP sir already expressed his view on Marico Kaya multiple times. Please go through the previous comments.
      Yo Yo Honey Chakraborty

      Delete
    2. VALUEPICKAugust 21, 2014 at 7:42 PM

      Suggested tp exit from Ramky Infra later , not tracking it now.

      Delete
  37. AnonymousAugust 21, 2014 at 12:10 PM

    Sir I am holding mangalam cement at rs 140 please your view sir thanks

    ReplyDelete
  38. AnonymousAugust 21, 2014 at 2:35 PM

    Dear VPJi,
    A whole hearty Thanks to you for such a wonderful blog. Really this blog not only provides a good help to a helpless retain investor like, me but also provides a good knowledge booster.

    Thank you one again for protecting the retail investor from the ocean of wilful manipulators of the market.

    ReplyDelete
  39. AnonymousAugust 21, 2014 at 3:01 PM

    Sir pls share your thoughts about Tanla solutions....

    ReplyDelete
  40. AnonymousAugust 21, 2014 at 3:03 PM

    Dear Sir..your views about Simplex Castings Ltd....its competitor of MM Forging that you had recommended recently.

    Thanks,
    Ramesh

    ReplyDelete
  41. SrinivasAugust 21, 2014 at 3:15 PM

    Readers are posting queries on many posts. It becomes difficult to read as we have to go thru all recent posts. Can all readers post queries on the latest post so that it becomes easier to follow.
    Tx

    ReplyDelete
  42. ManmohanAugust 21, 2014 at 6:03 PM

    VP Ji,
    Please give your views on Ashapura minechem after its recent quarter results.
    Regards
    Manmohan Garg

    ReplyDelete
  43. AnonymousAugust 21, 2014 at 7:02 PM

    Hi Sir,

    What is your view on 8K Miles Software? Seems it is emerging like Persistent Systems.....I like to have your opinion before investing.

    ReplyDelete

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