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SMS PHARMACEUTICALS LTD recommended @ Rs.240 about six months back hits its 52 week high Yesterday @Rs.585 .Those with some risk appetite may still HOLD this stock for long term
Not a bad company but a seasonal business . These type companies may not get valuaion beyond certain level .I prefer EPC Industries over Freshtrop and believe few years down the line Mahindra's agri business including fruit exports will be consolidated in a single company .Mahindra Subhlabh is the largest exporter of Grapes from India and pedigree of Mahindra Group is an added advantage for EPC.Other business including Micro irrigation will nullify any seasonal impact too.
Management of EPC planning consolidation of business when the Agribusiness reached Rs.1000 Cr turnover which is expected to happen in 2 years.
Thanks for your update on the SMS and all other scripts. we cannot buy Hindustan tin works as it is in UC every day. in this scenario how to make investment as a small investor? Pls guide the startegy, regards
Whether the investor is small or big is not the issue but whether an investor is willing to spend some time to study the company and develop a conviction is the main point.Each investor's risk taking capacity is not the same and hence the entry and exit price may vary. If you are buying any stock only on the recommendation of someone else without any understanding about the company , you can't hold it during a falling market with a long term view . Such investors will always panic when the stock fall 2 or 3 Rupee from the purchasing price.
Hi I have 10000 shares of electro steel casting at 29 rs.... Looks like due to coal block cancellation prices are getting dicresed ..please tell yours view on it
Hello VP Sir, I recently completed understanding the book "the thoughtfull investor". I would love to read and learn more suggested books and also learn with your suggested stocks. Could you please share names of some more wonderfull books like these. Thank you
What about Tata steel ? I have 500 tata steel 625rs. Per share at that time positive in this company ? What am I do ?please Sir give me a suggestion ..
dear sir, Can you please throw some light on this. The FCCB conversion price is 15.46, means FCCB can't be converted to share below 15.46, then how come we still at so many sellers @ price of Rs 15/share?
Sir your opinion on freshtop fruits
ReplyDeleteNot a bad company but a seasonal business . These type companies may not get valuaion beyond certain level .I prefer EPC Industries over Freshtrop and believe few years down the line Mahindra's agri business including fruit exports will be consolidated in a single company .Mahindra Subhlabh is the largest exporter of Grapes from India and pedigree of Mahindra Group is an added advantage for EPC.Other business including Micro irrigation will nullify any seasonal impact too.
DeleteManagement of EPC planning consolidation of business when the Agribusiness reached Rs.1000 Cr turnover which is expected to happen in 2 years.
Refer below Links
http://www.freshplaza.com/article/120569/Mahindra-Group-plans-to-consolidate-all-its-agri-business-units
http://www.hindustantimes.com/business-news/mahindra-bets-big-on-agriculture-business/article1-1163360.aspx
This comment has been removed by the author.
DeleteDear VP sir
ReplyDeleteThanks for your update on the SMS and all other scripts. we cannot buy Hindustan tin works as it is in UC every day.
in this scenario how to make investment as a small investor?
Pls guide the startegy,
regards
Whether the investor is small or big is not the issue but whether an investor is willing to spend some time to study the company and develop a conviction is the main point.Each investor's risk taking capacity is not the same and hence the entry and exit price may vary. If you are buying any stock only on the recommendation of someone else without any understanding about the company , you can't hold it during a falling market with a long term view . Such investors will always panic when the stock fall 2 or 3 Rupee from the purchasing price.
DeleteHi I have 10000 shares of electro steel casting at 29 rs.... Looks like due to coal block cancellation prices are getting dicresed ..please tell yours view on it
ReplyDeleteNot tracking it
DeleteVp sir g
ReplyDeletewhats ur view on
care rating
monsanto india
syncom formulation
panasonic carbon
Positive on Care Rating as a company , but suitable for passive long term investors.
DeleteNot tracking the rest.
Dear sir how many annual reports do you read in a day ?
ReplyDeleteHi plz share ur call on Madhav Marbles and Divyashakti Granites?
ReplyDeleteNot tracking both .
DeleteThere is no branding power for Granite and Marbles which is one negative point . It is there in case of Tiles.
Hello VP Sir, I recently completed understanding the book "the thoughtfull investor". I would love to read and learn more suggested books and also learn with your suggested stocks. Could you please share names of some more wonderfull books like these. Thank you
ReplyDeleteSure ,in future
DeleteSir
ReplyDeleteWhat about Bilcare ?
Two days back I suggested to send a mail to my mail id for update on this company.Already replied to each and every mail received till morning .
DeleteWhat about Tata steel ? I have 500 tata steel 625rs. Per share at that time positive in this company ? What am I do ?please Sir give me a suggestion ..
ReplyDeleteDear VP,
ReplyDeletePlease check the marketing launch of Arrow Coated Products new consumer products:
https://www.facebook.com/carezhygiene
https://www.facebook.com/meltzhygiene and
https://www.facebook.com/klenzhygiene
They are going to be initially launched in Gujarat. Things looking good here :)
Regards,
Pratul
Thank you for the links.
Deletedear sir,
ReplyDeleteCan you please throw some light on this. The FCCB conversion price is 15.46, means FCCB can't be converted to share below 15.46, then how come we still at so many sellers @ price of Rs 15/share?
FCCB already converted , If they the allotees are ready to sell it in a loss what we can do ?
DeleteDear VP Sir
ReplyDeletePlease give your valuable advise on Nitin Spinners & SJVN
Thanks & Regards
Mahendra
Hello Sir,
ReplyDeleteDo you track Marksons Pharma? I have 1000 shares @ 62.8. I can hold it for 2-3 months? Please share your valuable suggestions !
Thanks