This stock suggested @ Rs.138 hits its life time high Yesterday @ Rs.889. Management is keen to utilise every opportunity to emerge as a globally recognized player in animal health sector through inorganic route .As part of this strategy , company acquired many firms around the globe in past few months .The latest one in this series is the acquisition of Animal Health business of Lyka Exports which announced yesterday .( Link HERE).
Latest CNBC Interview with MD HERE
Initial stock suggestion Link HERE
hi sir
ReplyDeletewhats your view on mm forging after management clarifis that this yr. is a yr. of consolidation & they expecting 5-7% growth
This stock suggested @ Rs.187 and not suggesting for fresh buy @ CMP Rs.627
DeleteThanks for your multibagger recommendation of Sequent Scientific. I am holding it from your recommended level. The stock has run up a lot since. Would you advise a hold at CMP.
ReplyDeleteHold
DeleteSir, i have a query on SKM
ReplyDeleteFY 2014-15, on installed capacity of 6300 MT, they had production of 7599 MT with 121% of capacity utilization. Has SKM already done capacity expansion but not yet announced ?
Though the official production capacity is 6800 MT , company managing this level by making certain adjustments in storage capacity and processing speed of machinery
Deleteearnings -ve, P/BV 36, -ve OCF, debt/equity 8 times-pure speculation !!!
ReplyDeleteIf feels so avoid it .
DeleteAnyway let us see ,I am fully confident
Sir,
ReplyDeleteMy request for your views on Astec with respect to recent results are still pending....it is at a decent discount to yrly high...worth s buy @ cmp ?
Astec suggested @ Rs.57 , hold it
Deletehttp://value-picks.blogspot.in/2010/05/astec-life-science-patience-will-pay_06.html
Dear Vp
ReplyDeleteIsnt hester biosciences a better bet as it is more established in this segment?
Also secondly wanted ur views on Multibase which was your old recommendation.. is it right time to add more?
Regards
Ravi
I believe Sequent will outperform and become a global player
DeleteWil you comment on investment in pincon spirits and good luck steel at current market
ReplyDeleteNot tracking both
DeleteSir ur view on Hsil and tata communication.
ReplyDeletePositive on HSIL for long term
DeleteNot tracking Tata Comm.
Dr VP, what's your view on Ashok alco-chem Ltd.
ReplyDeleteNot tracking it
DeleteSir, wat u think wen will the positive effect of all these acquisitions will start relecting on balance sheet of sequent??
ReplyDeleteAcquisition is a process in Sequent
DeleteSir what is your view on Greenply Ind? Or plywood sector in general. Any pick from that sector?
ReplyDeleteNot tracking Greenply
Deletesir
ReplyDeletei have mm forging @238 based on your recom.,should i hold?
Don't expect sharp appreciation happened in past in future too.
DeleteDear VP , your view on Richa Industries.
ReplyDeletesir what is your view on PTC India financial services
ReplyDeleteNot tracking above two stocks
DeleteMr VP, United Drilling Tools has corrected significantly and is at multi-year lows due to poor results. Are you still positive on the company?
ReplyDeleteFortune of entire companies operating in oil drilling service turned up and down due to sharp fall in oil price .If this situation lasts long , it is not good for the entire industry
DeleteSir, are still bullish on Gokaldas Export - one of your old recommendation? or any chnage in views?
ReplyDeleteIt appreciated 100 % from suggested level , not suggesting for fresh entry
Deletewant to re enter hindustan tin.Is it good at current level? earlier recommandation was 70 now its trading around 52 to 56 what is your thoughy is fundamental is still sound.
ReplyDeleteWhat is the relevance of this question even after I suggested to shift from this ?
Deletehttp://value-picks.blogspot.in/2015/05/result-updates.html
sir, i have 335 shares of ilfs engg at an average price of 80 .It has now moved to a price of 60 which is giving me a fear of loosing my money.Will the company perform in long term is still a question due to its debt.In a recent clarification by company to exchange it was disclosed that company is looking to reduce its debt by selling some of its investments.Whats' ur view about it and should i buy more at current price to average my price or wait patiently?? Thanks a lot sir ...
ReplyDeleteLoosing money is a possibility in stock market and if you are not ready to loose better to avoid investing in stocks especially in small and mid caps.
DeleteNo change in previous opinion about IL&FS , but I believe these type stocks are not suitable for people like you .Better to shift to some blue-chips
Sir..I hav written yo u earlier but no reply from your side. ....can u please tell me if I can invest in escorts. ..awaiting your reply...thanks
ReplyDeleteAt least ten times I replied to different readers that I am not tracking Escorts
DeleteI want to buy PG Electroplast at CMP; whether itsworthy to buy at CMP
ReplyDeleteNot tracking it
DeleteHI Sir,
ReplyDeletewhat is wrong with Vimal Oil n foods..
Company's decision to sell off Dairy business is unfortunate.Suggesting to exit from the stock.
DeleteDear VP sir I am holding sanghi Ind @,58 .want to know the future prediction from you.plz suggest me what should I do ?thanx very much.
DeleteSir, I believe Orchid is still in your buy list? Needed Patience to see green shoots. thanks and regards,
ReplyDeleteIf willing for two year hold
DeleteSir,
ReplyDeleteWhats your view on South Indian Bank, Tree House Education & Good Year India.
Not tracking South Indian Bank
DeleteTree House is a good company from Education sector , but one should enter at an appropriate rate
Good Year is an already suggested stock at lower rate.
Sir ur views on subex! It has fallen from 16rs to 11rs...
ReplyDeleteWhy one need to change the opinion about a company and its business only because of change in the mood of stock market ?
DeleteHats off to you valuepick sir.
ReplyDeleteI am following your recommendations since 2010-2011 and made good profit. The entire credit goes to you only sir.
Can you please clarify my doubt? 1. How can you able to keep track of so many shares? 2. How much time will you spend per day to study /track the companies? I am spending approximately 60 min per day which I feel as significantly insufficient.
If you are willing to answer, you reply. Otherwise no problem.
Once again thanks a lot for your recommendations
Regards
Senthil
6 hours against your 60 Min :)
DeleteDear Sir,
ReplyDeletePlease share your view on current events occured in ERA INFRA. I believe that it may become a good company in future. With high risk, can we take some exposure in this stock for good appreciation? Please share your view.
Hi Sir
ReplyDeleteI am a mutual fund investors and want to invest 5%-10% of my portfolio in small and mid cap. can you please suggest some good stocks at current levels
Risk level in Mutual Funds and stocks are different especially in case of small and mid caps
DeleteDear VP,
ReplyDeleteThank you for your response on Astec to hold.
However, there has been a significant development of takeover …. Astec life science takeover by Godrej Agrovet Limited
– promoters have agreed to sell 45.29% of the current paid-up equity shares at a price of Rs. 190 per share to GAVL ….. This is at discount to cmp (240). Why would someone do that in a bull market. Promoters had 54% of their stake as pledged but …. or does this mean promoters no longer see potential.
From shareholders perspective, I feel, this should be positive development – strong\deep pocket promoters taking over, benefits of synergy, distribution channel, cross selling, etc etc . Also Balram Singh Yadav, MD, Godrej Agrovet, said that they will retain the current management.
Can we expect better days ahead for the company. Request you to share your valuable opinion\analysis on this.
Thank you.
Regards,
Too early to comment definitely
DeleteSir,
ReplyDeleteWhats your take on Sugar industry? In particular EID Parry, Shree Renuka Sugar and Bajaj Hindustan?
These are looking very attractive at CMP.
Not a compelling buy at present for short to medium term
DeleteSir what is your view on AMTEKAUTO. Recently stock corrected heavily because of one quarter bad results
ReplyDeleteNot tracking any cos from Amtek Group
DeleteSir if you are given a choice to put money in one share which one you will choose between Sasken Communication Technologies and Satin Creditcare Network Limited?Because i am holding shares in Sasken but i am not able to understand how this company will move forward.Sir your view on it.Sir i have asked you previously also on Sasken but you didn't reply please reply at least on this one.
ReplyDeleteAlready suggested to book profit in Sasken when Anjan Lahiri resigned from the company
DeleteThank you sir for your reply actually since they are keeping on giving dividends i was in a kind of confusion and now a recent buy back of 41lakh shares.
DeleteWhat's your opinion on Hester Bioscience?
ReplyDeleteNot a bad company
DeleteSir,seeking your views on 2 unique compnies from your oll recommendations - 1. Zicom Security 2. Schnider Electric
ReplyDelete- Are you still tracking these and any bullish or bearish views?
No change in previous view on the business of companies , but suggested price and current price is not the same.
DeleteValue Pick Sir - How do we invest in companies which are not listed and going to be listed in future like RBL Bank , LUX Industries...
ReplyDeleteThere is lot of persons/firms dealing in unlisted stocks and you can google for the same , but no idea about their reliability
DeleteDear VP,
ReplyDeletePlease share your views on Anil Ltd (a stock earlier recommended by you in Feb' 2013). I saw a new article on merging all the group's businesses under one flagship entity (http://timesofindia.indiatimes.com/city/ahmedabad/Anil-Groups-different-businesses-to-be-brought-under-flagship-listed-entity/articleshow/48757810.cms), is it a positive move in your view point?
Thanks in advance.
Difficult to comment anything at this point without knowing the financials of entities to be merged with Anil.
DeleteThanks for your response.
Deletewhat is your view on Metalyst Forgings Ltd.
ReplyDeleteDear
DeleteIn reply to one of the above question itself I clearly replied that I am not tracking any companies owned by Amtek group . Please check recent replies before posting queries to avoid repetition.
sir what is your view on IZMO. i have bought it at 81.9
ReplyDeleteNot tracking it
DeleteSir,
ReplyDeleteAs per the Annual Report of SKM, the increase in other income is on account of a forex gain of 9 cr as against a forex loss of 7crores . Also there is a write back of compensation paid to customer of around 1.7 crore as against an expenditure of 4.15 cr. The directors mention that the pricing power for their products have improved and with the currency situation more or less in favour of SKM, we may find that this increase will be reflected in Sales for the current year and give a better picture.
Any views on this.
Expecting good performance in coming quarters.
DeleteDear Sir,
ReplyDeleteAll other sites members are recommending shares by giving disclaimer as there is no restriction in recommending in public media...... think about it sir...please.....
Check SEBI circular in this regard
DeleteSir suggest ur views on nandandenim and nitinfire protection
ReplyDeleteNot tracking both stocks.
DeleteHi VP
ReplyDeleteWhat is ur view on MIC and Porwal Auto ?