I have recommended a BUY on Bharat Rasayan @ Rs.80/-. ( Old Reco . HERE
). Currently stock is trading at its lifetime high @
Rs.740.Stock already appreciated substantially from the recommended price . Now suggesting to sell 20 % of your original holdings and keep the balance as cost
free.
i am still holding sir... thanks a million :) NEED YOUR VIEW ON KWALITY... PLEASE
ReplyDeleteNot tracking Kwality D
Deletehi sir i am a new investor in market so plz plz advise me which counter safe to enter at this time???
ReplyDeleteDear
DeleteSpoon feeding is not a practical way for success in stock market . If you want to succeed here , you must work hard. What I can do is - share whatever I know about a company and express my opinion on it. Whether a stock is safe or not depends on each one's risk taking capacity and the same only known to him/her. Try to use these inputs for your study and reach a conclusion whether the stock is suitable for you or not.
Super ji . Its firing .. am new to vp . Thanku for ur valued research
ReplyDeleteSir, do you have any view on fluidomat limited, currently it is looking good and comes under valuation.
ReplyDeleteFluidomat is a stock I recommended @ Rs.29 in the below given link. At current price of Rs.212 , it already turned as a multi bagger for my readers . At current price , I think the risk reward ratio is not too attractive ,hence not a compelling buy for me and neutral on it.
Deletehttp://value-picks.blogspot.in/2010/07/fluidomat-watch-it.html
Thank you for providing your view.
DeleteDear VP, do you track SpiceJet? Promoter inspite of tough times is pumping in money, but the industry is ailing. Is it worth a buy at CMP with a 3-5 year time horizon? Pls suggest. Thanks!
ReplyDeleteSpiceJet is a stock already recommended to buy and later suggested to book loss .Not tracking any cos from this sector now.
DeleteIs it the right time to enter excel industries
ReplyDeleteSorry .. I am not a fan of technical analysis to suggest buy on every new high . I prefer to buy when available at lower rate.
DeleteThere is stock simran farms which u recommended at rs 30, today it is at 22. Do u still recommend it to buy.????
ReplyDeleteThere is a stock venkys in same category. Do u recommend that??
Later recommended to Exit from Simran
DeleteNot tracking Venky's
Dear VPji, Its a pleasure reading all your recommendations and following the blog
ReplyDeleteI have certain query in regards to the stock named specialty restaurants ltd in case if the team can answer the same.
As i wanted to understand the business prospects of the company and I had some doubts.
The good of the company:
A Its a new concept chain restaurant business and is unique niche in their market with the best quality services in terms of menu, food quality and ambience, including (home services)
B The company has not only survived but also grown to 106 restaurant chains in India in falling economic growth.
C All capacity expansion majorly have happened in dull economic environment organically and inorganically
D It is a near 0 debt company almost and is paying dividend in last 2 yrs (since listing) although min but as warren buffet mentions if the divdend not paid and promoters are deploying cash rightly then we should nt concern much on that part.
E Very sound and faithful management with good business acumen and has new innovative ideas- i think as a very positive for investments because ideas are no one's monopoly and one can only win with ideas.
F Company has global out look too and has made JV with gulf based company and plans to open some mainland china restaurants in doha...
The bad of business fundamentals
A Ambience of the restaurants is the main attraction apart from food for customers but to keep always new looking, restaurant company may hav to renew the same over every 3-5 yr period, even if we assume that company is coming out of expansion plans and may start earning. As warren buffet says avoid business which may need continuous pumping of cash in business to survive (like any commodity business) This company may need to continuously pumping money in renewing business place(restaurants) as capital expenditure...need ur comments on this thought.
B Food inflation related costs company is not able to pass on to the customers and as depicts in the annual report of 2014 that net margins are falling continuously over last few years.
C It is not a cheap stock as available at 2 times the book value.
D Heavily dependent on retail clients and not on corporate group business(which can be a v good positive if done)
In case if u can guide, or can share ur thoughts on the company.
Regards
Food Inflation is a major threat for this co.
DeleteDear VP sir, Please share your view on Bhushan Steel in current situation. Should I hold it?
ReplyDeleteHi Sir,
ReplyDeleteWhats your opinion on IDFC? Does it has the potential to reach 200
Already recommended stock
DeleteDear VP,
ReplyDeleteCan AVT Naturals be accumulated at current levels?
Regards,
Rahul
Already recpmmended before stock split @ Rs.160
DeleteNow gained substantially and neutral on it @ CMP
Its MD is continuously selling shares in open market in these days.
Dear VP Sir,
ReplyDeleteUflex Industries seems to be a good company for investment, they have shown growth from past few quarters, management record seems to be clean, and the balance sheet also reflect the same.
Can you please share your view on the company ?
Who told you mannagement record is clean ?
DeleteThis comment has been removed by the author.
ReplyDeleteWhere ?
DeleteSir, while most of the people are fundamentally positive (for the right reason), based on your experience, upto what extent the rally in certain stocks (with poor fundamentals) is overplayed? What would be your suggestion to small investors like us?
ReplyDeleteBetter to avoid companies with poor fundamentals
DeleteDear VP Sir,
ReplyDeleteI have a query. It is important to save have good picks and picks that return good returns. But it is also important to protect what we have earned. In a bear market even good stocks go down. How do we decide when we cut our position or do we always stay invested in our investments even if they are going down due to bearish market.
If this has already been discussed request some member to point me to the link as I could not find anything related to this.
Thanking you
I am more concerned about company's business performance than market sentiments. If there is a bear market , there will be a bull market to follow . If company's business is growing all these times nothing to worry and loss will be only notional even if market came down . I dont think frequent busing and selling is necessary if we are confident about the quality of an asset.
DeleteHi VP Sir,
ReplyDeleteWhat is your view on JHS Svengaard and Jai Balaji industries for time period of 1-2 years.
At least 10 times expressed my negative view on JHS, not tracking Jai Balaji
DeleteHi Sir, what's your current view on Orchid Chemicals after it's Annual report?
ReplyDeleteNo change in previous view
DeleteHi VP,
ReplyDeleteWhat is your view/suggestion on sharda Chem IPO?
Not much idea about it , hence no comments.
DeleteSir,
ReplyDeleteAfter losing lot of money, i started to look at market in a different way thanks to you for bringing a whole change in my approach.
Though m just 2-3 months old, i made quite a good investments & will hold them for quite a long time.
Thanks again.
Hi VP
ReplyDeleteYour views on Brooks labs, Jayswal Neco and Xchanging and Tasty Bite
Tasty Bite is a stock recommended @ Rs.165 in the below link .At current price of Rs.564 , neutral on it .Not tracking the rest.
ReplyDeletehttp://value-picks.blogspot.in/2010/02/tasty-bite-eatables-bse-code-519091_27.html
What is current view on themis medicare
ReplyDeleteSir,
ReplyDeleteDo you advice partial profit booking in Granules
Thanks
Sir, I am new to your blog. Any views about Venus Remedies? Thanks in Advance. (Pls publish my query) :)
ReplyDeleteAny also your views on Arvind remedies sir. many thanks
ReplyDeleteRespected sirji,please give your valuable advice on paushak,thanks.
ReplyDeleteAll good companies stocks MNC or Indian with good managements and also where % of promoters holding is more than 65 to 75 % is going up day by day.
ReplyDeleteIs it good time to book profit and withdraw from market or still hold long is big question mark for many long term investors like me.
VP Sirji need your views in order to understand intricacies of stock market .
Selling more and generating cash is good option or still hold long ?
No question of selling stocks like HUL ITC TGBL BOSCH Pfizer Wyeth Linde Wendt India Monsanto Bayer Crops TCS CMC for me in this kind of bull phase.
I am long term investor in stock market from 1975 and still holding good stocks in Physical form as feel it is best option to preserve wealth and remain as long term investor.
One should sell quality stocks for buying first own house children s higher education or nig health problem for someone in family.
I am sure many of you also must be in same state of mind and hence feedback from all of you is very imp as group discussions.
Regards,
Manher Desai