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Wishing you a happy weekend sir. Pls share your current view on your old recommendation Ashapura Minechem. Can I enter at current levels for long term? Thanks in advance
On the business side .performance of Ashapura is improving . But the sector as a whole is out of favor now . This may impact stock valuation in the short term , but once there is some re-rating in sector , this may out perform . In short , at present it is suitable for investors with enough patience.
Dear VP sir, People are still blogging and writing in public domain with standard disclaimer so I believe there is no issue in posting about stocks . You just need to write down disclaimer. We all are eagerly waiting for second Saturday ..so please start recommendation again. One more request : You can write about your experience in stock and the theme can be 1. In some stocks you didn;t believe and later it turned a multibagger and 2. Stocks where because of misjudgement ..it failed or didn't meet expectation. That experience is worth a goldmine for us. Your view highly appreciated . Thanks in advance on behalf of all readers .
Hi VP, We were eagerly looking for your recommendation this Saturday. Are you not suggesting because of new SEBI rules or waiting for Q1 results to get more clarity before the recommendation. Please advise,
Frankly speaking ,Still I am confused about the boundary line drawn by SEBI in between freedom of expression of an Indian citizen without claiming as a research analyst and the work of a research analyst /investment advisor, hence avoided .
You do not need to worry about SEBI Research Analyst regulations, I have had long discussions with advocates who have specialized in SEBI cases and they say as blog-writers we are not under any compulsion to register for the RA act until and unless we have a paid blog or that sort-off thing.
Did you read the Clarification from SEBI which states: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”
To my understanding , still there is lack of clarity in this matter and SEBI never explicitly mentioned this rule is not applicable for sites/blogs running on non paid basis .It can be interpreted in either way and clarity may emerge only once some controversy emerges on this subject.
Hi VP Sir , Always happy to see new recommendation from you and take position if fits my risk profile. However number of the earlier reco's are still available at great valuations and my portfolio size is almost 20 . Enjoying as these are in consolidation phase and adding more on every dip or over a period of time at same price. Just my opinion.
Vp sir you are a inspiration to innumerable investors in the Indian stock market who have started exploring value investing opportunities due to you.. You should continue and no SEBI can stop us from reading from you and you are pretty much posting in the regulatory frame work and you are not giving us target or spoon feeding a call to us but just finding some good companies and writing about it. I don't see any reason why u shud not continue.. Trust me you are legally correct!
VP , We are really missing ur recommendation.. As a young kid to Share market , I learnt a lot from this blog and turn up everyday walking into your website.. Bought few shares and gained money.. You are an inspiration to many.. I would request you to continue recommendation as lot of young people are budding daily to share market and ur recommendation and stock picking skills will enhance their family and life.. Your sincere fan.. Prabu
Sir i had purchased MIC electronics at Rs 16 and 17 and 25.50 totaling to 2245 shares it went up till 29.50 but now what is happening is that every day its a Lower circuit and its going down and there are no buyers i though intend to stay invested in the stock for a longer period but still some panic going on in my mind and though the conversion of warrants have taken place but still 75% is with public is that the problem or its going down everyday due to bad news which i am not finding in public domain can you share a light on it please sir.
Sir your views on MIC.. already invested and I have faith in the business prospects of the company. Don'twant to follow the sell rally.. Your advice on the same?
For majority of people , conviction ends in one or two lower circuits . Such people will not make any meaningful gain or multi bagger return from any stock. Correction is part of any up move and one should accept it. No change in my previous view on MIC , still positive.
Respected valuepick sir, Hats off,one of your earlier recommendation namely v2retail is simply rocking.We are your ardent followers who have learnt about value investing through your innumerable writeups.Your constant endeavour to enlighten us with valuable articles is commendable.kindly keep up the good work. regards bhaskar
Good evening sirji. I wanted your valuable opinion regarding Sintex industry. I bought at 103 and ready to hold till5 years.waiting for your valuable opinion. Thank you.
Keeping 5 or 10 years alone will not give any return from stocks . One should periodically analyse company's business performance and take decisions accordingly.As of now one can hold Sintex
Reg. Salzer Electronics: The management has sounded very positive in the Annual Report. Capacity utilisation to improve substantially during the current year. Topline from current 308 crores to reach 1000 crores mark by 2020. Improved profitability. No increase in interest cost. All things very positive to me.. Do you have anything to add or say here sir?
Wishing you a happy weekend sir. Pls share your current view on your old recommendation Ashapura Minechem. Can I enter at current levels for long term? Thanks in advance
ReplyDeleteOn the business side .performance of Ashapura is improving . But the sector as a whole is out of favor now . This may impact stock valuation in the short term , but once there is some re-rating in sector , this may out perform . In short , at present it is suitable for investors with enough patience.
DeleteDear VP sir, People are still blogging and writing in public domain with standard disclaimer so I believe there is no issue in posting about stocks . You just need to write down disclaimer. We all are eagerly waiting for second Saturday ..so please start recommendation again. One more request : You can write about your experience in stock and the theme can be 1. In some stocks you didn;t believe and later it turned a multibagger and 2. Stocks where because of misjudgement ..it failed or didn't meet expectation. That experience is worth a goldmine for us. Your view highly appreciated . Thanks in advance on behalf of all readers .
DeleteYour smile sufficient for us thanks .....:)
ReplyDeleteThats pretty cool movie.
ReplyDeleteHi VP, We were eagerly looking for your recommendation this Saturday. Are you not suggesting because of new SEBI rules or waiting for Q1 results to get more clarity before the recommendation. Please advise,
ReplyDeleteThanks,
Murali
Frankly speaking ,Still I am confused about the boundary line drawn by SEBI in between freedom of expression of an Indian citizen without claiming as a research analyst and the work of a research analyst /investment advisor, hence avoided .
DeleteYou do not need to worry about SEBI Research Analyst regulations, I have had long discussions with advocates who have specialized in SEBI cases and they say as blog-writers we are not under any compulsion to register for the RA act until and unless we have a paid blog or that sort-off thing.
DeleteDid you read the Clarification from SEBI which states: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”
The link to the clarification document: http://www.sebi.gov.in/cms/sebi_data/attachdocs/1418122025732.pdf
DeleteTo my understanding , still there is lack of clarity in this matter and SEBI never explicitly mentioned this rule is not applicable for sites/blogs running on non paid basis .It can be interpreted in either way and clarity may emerge only once some controversy emerges on this subject.
DeleteHi VP Sir ,
DeleteAlways happy to see new recommendation from you and take position if fits my risk profile. However number of the earlier reco's are still available at great valuations and my portfolio size is almost 20 . Enjoying as these are in consolidation phase and adding more on every dip or over a period of time at same price. Just my opinion.
Vp sir you are a inspiration to innumerable investors in the Indian stock market who have started exploring value investing opportunities due to you.. You should continue and no SEBI can stop us from reading from you and you are pretty much posting in the regulatory frame work and you are not giving us target or spoon feeding a call to us but just finding some good companies and writing about it. I don't see any reason why u shud not continue.. Trust me you are legally correct!
DeleteDear VP sir
ReplyDeleteHow is sree rayalseema alkalies....
Not tracking this stock
DeleteSir please keep posting something or other. Comments section will benefit us . Your wisdom is invaluable.
ReplyDeleteNice movie sir, your way of teaching is totally different. I am a teacher by profession and I am your student at investing. Thank you very much sir.
ReplyDeleteThanks sir!
ReplyDeleteHa Ha Ha... film on stock market scam...thank u sir
ReplyDeletecheers vp
ReplyDeleteSir
ReplyDeleteAlready watched this movie. Pretty good. Also you might like the following small videos from well known comedian Jaspal Bhatti
http://youtu.be/0Q7DPIGgiHs
http://youtu.be/p9gP3MZ5-5E
Thanks
Anuj
Nice movie (Investments r subject to market risks ............ carefully)
ReplyDeleteHello VP
ReplyDeleteCould you please let me know your view on NOCIL
Yes, it is improving
DeleteThank you! Enjoyed the movie. The best point it we need to stay in the market for long.
ReplyDeleteWhy no recommendation of share from last month to till now?
ReplyDeleteReplied above to Mr. Murali
DeleteEnjoyed the movie sirji!!
ReplyDeleteSirji your views on Lycos Internet please advise
ReplyDeleteNot tracking it
DeleteMoral of the story, whether it is entry or exit timing in stock market is very important .
ReplyDeleteNeed your view on subex?
ReplyDeleteAlready commented about it
DeleteSir
ReplyDeleteWhat's your view on Incap?
It is in a sector with reasonable potential and performance is improving
Deletesir when can we have some recommendation from your end we are missing your kind guidance
ReplyDeleteVP , We are really missing ur recommendation.. As a young kid to Share market , I learnt a lot from this blog and turn up everyday walking into your website.. Bought few shares and gained money.. You are an inspiration to many.. I would request you to continue recommendation as lot of young people are budding daily to share market and ur recommendation and stock picking skills will enhance their family and life.. Your sincere fan.. Prabu
ReplyDeleteSir i had purchased MIC electronics at Rs 16 and 17 and 25.50 totaling to 2245 shares it went up till 29.50 but now what is happening is that every day its a Lower circuit and its going down and there are no buyers i though intend to stay invested in the stock for a longer period but still some panic going on in my mind and though the conversion of warrants have taken place but still 75% is with public is that the problem or its going down everyday due to bad news which i am not finding in public domain can you share a light on it please sir.
ReplyDeleteAren't you aware about all these things two days back ?
DeleteWhere are you investing - in market or in companies ?
Sir your views on MIC.. already invested and I have faith in the business prospects of the company. Don'twant to follow the sell rally.. Your advice on the same?
DeleteFor majority of people , conviction ends in one or two lower circuits . Such people will not make any meaningful gain or multi bagger return from any stock. Correction is part of any up move and one should accept it. No change in my previous view on MIC , still positive.
DeleteVP sir your views on Vidhi dyestuffs
ReplyDeleteNot tracking it
DeleteSir, ur view on byke hospitality
ReplyDeleteSkeptical about it
DeleteSir pls reply on orchid chem after it got 3 USFDA approvals recently...
ReplyDeleteI never changed my view on Orchid, still positive for long term
DeleteThanks for the link. Valuable movie..!
ReplyDeleteVP sir,
ReplyDeletePl share your view on PDS Multinational Fashions ?
Thanks !!
Already commented about it
Deletesir please share your view on waterbase........waiting for your reply soon
ReplyDeletethnx
At least ten times replied for same question .Not tracking it
DeleteRespected valuepick sir,
ReplyDeleteHats off,one of your earlier recommendation namely v2retail is simply rocking.We are your ardent followers who have learnt about value investing through your innumerable writeups.Your constant endeavour to enlighten us with valuable articles is commendable.kindly keep up the good work.
regards bhaskar
Hi sir,
ReplyDeletewhat are your views on Shemaroo Entertainment now ? Is 260 a good level to buy ?
It recommended when the level was more attractive than now
DeleteVery Nice Movie VP Sir...
ReplyDeletesir,plz give your view on dhnuseri tea,is it a good buy at cmp?
ReplyDeleteNot tracking
DeleteSir Any updates on Krebs bio restarting of operations ?
ReplyDeleteWe can see the effect of same from September quarter onwards
DeleteDear vp sir, your opinion on logic Microsystems pls
ReplyDeleteRegards
Sentjil
Not tracking
DeleteHi, ur view on Panoramic universal, Megasoft, and Allied digital services?
ReplyDeleteNot tracking any of these
DeleteGood evening sirji. I wanted your valuable opinion regarding Sintex industry. I bought at 103 and ready to hold till5 years.waiting for your valuable opinion. Thank you.
ReplyDeleteKeeping 5 or 10 years alone will not give any return from stocks . One should periodically analyse company's business performance and take decisions accordingly.As of now one can hold Sintex
DeleteDear valuepick ji wts ur view on taneja aerospace & zen technology..
ReplyDeleteVp sir any comments on 8K Miles Software. Stock price climbing new highs every month
ReplyDeleteNot tracking above mentioned stocks
DeleteSir, your view on hmvl. Share price is moving upside.
ReplyDeleteMoving price upside or down side alone is not a reason to change opinion , if it is not significant
DeleteYour opinion on RSWM Ltd please.
ReplyDeleteDecent one from that sector
DeleteSir
ReplyDeleteYour views on wallfort financial services?
Not tracking
DeleteHello sir
ReplyDeletewant ur recom on cosmo films
Product price showing early signs of stability , which is expected to benefit
DeleteHi, ur view on Advance metering technologies?
ReplyDeleteNot tracking
DeleteDear VP Sir,
ReplyDeleteGovt clears proposal to redevelop 400 railway stations...MIC will benefit with this
Let us wait and see , it may benefit
DeleteHi Sir,
ReplyDeletecould you please give me your views on KSK energy?
Thanks,
Ravi
Not tracking KSK
DeleteDear VP sir,
ReplyDeleteCan I buy Aksh Opptifiber at CMP? You had recommended this stock a year ago !
Thanks
Suraj
Vp ji are u still positive on marksans pharma?
ReplyDelete
ReplyDeleteReg. Salzer Electronics:
The management has sounded very positive in the Annual Report. Capacity utilisation to improve substantially during the current year. Topline from current 308 crores to reach 1000 crores mark by 2020. Improved profitability. No increase in interest cost. All things very positive to me..
Do you have anything to add or say here sir?
Sir,
ReplyDeleteAmy view on gati .
Sir, your views on Competent Automobiles as a value pick at current levels?
ReplyDeleteDear valuepick sir, kindly provide your valuable opinion about 1. CNI research 2. DCW and 3. Lycos Internet. Thank you in advance
ReplyDeleteRegards
Senthil
Sir....
ReplyDeleteNew stock recommendation plz..if any
Sir your view on kopran on current Price
ReplyDelete