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Dear Sir What is your view on CUPID, UJAAS ENERGY, DIVISLAB, NITIN SPINNERS and Pennar Engineered Building Systems? Many thanks. I hope to see your recos in the future.
Gujborosil and Godavari drugs. Donot see much improvement in business. Ru still tracking them. Can we add or hold for long term. Gujborosil has moved up a lot from Rec price. Need ur view. Tried to contact God drugs management but they r not responding.
Just for the sake of study, How we interpret Shilpi Cable technologies crisis. Is this is the case of corporate governance(figure manipulation from years) or due to any rivalry.
These type stocks are suitable only for those with long patience and with willingness to loose even the capital invested.So before investing in loss making companies with an expectation of turn around and multibagger returns one must assess whether the risk involved in it and one's patience is matching with such opportunities.
Sir Ramky has asked for more time to submit their Q4 numbers due to resignation of auditor. Do u think this is a cause of concern or we can overlook it as a technicality?
Sir whats ur view on Lakshmi energy after results? Whether the profit diverted to interest under exceptional items of P&La/c is good for the company. To hold the scrip. What could be the reason for continuous fall in stock price.
Sir,
ReplyDeleteCould you please share your view on the results of virinchi
Thankyou
Dear sir.
ReplyDeletePlease share your present views about
1. Modern dairies
2. Govind rubber
3. Modi rubber
Thanks in advance.
As of now not tracking
Deleteyour view on electrotherm, Bansal roofing and himatsingka seide results.
ReplyDeleteThanks
Dear VP sir,
ReplyDeleteSuperb results by Shakti pumps.. excellent research and timing :)
Big thanks to you.
One of ur old call roto pumps which multiplied from recommended levels..do you see further upside in it.
Regards,
Varun
Dear Sir, your views about DHFL?
ReplyDeleteSuggested at much lower level even before bonus , prefer to hold.
DeleteDear Sir
ReplyDeleteWhat is your view on CUPID, UJAAS ENERGY, DIVISLAB, NITIN SPINNERS and Pennar Engineered Building Systems? Many thanks.
I hope to see your recos in the future.
Not actively tracking any of these companies
Deleteseeking response on one of your old recommendation Krebs
ReplyDeletePersonally prefer to hold.
DeleteDear VP Sir, Your views about Tata Elxsi, the stock correctly recently around 10%? Is it a good time to entry?
ReplyDeleteNot tracking
Delete
ReplyDeletehttp://www.moneycontrol.com/news/business/stocks-business/why-this-smallcap-is-a-rare-combination-of-quality-consistency-and-value-2288317.html
Hi Vp sir, one of your pick Samkrg Pistons has now been identified by moneycontrol experts.. :)
Sir, please share your views about RAMKY infra... Your comments and replies in previous post about RAMKY are a little confusing.
ReplyDeletePersonally prefer to hold.
DeleteAny views on MCX?
ReplyDeleteNot tracking
DeleteGuru, do u like any PSU bank after results and at these levels?
ReplyDeleteGeneralization is difficult.
Deletedear sir, magna electro castings is it still a good buy at this level?
ReplyDeleteInexpensive valuation , growth is expected to pick up with improvement in sector growt.
DeleteDear vp sir, dion global has shown a good turnaround in last quarter, please share your views regarding dion.
ReplyDeleteImprovement is there , consistency is the need of the hour.
DeleteWhat is your take on pennar industries
ReplyDeleteNot tracking Pennar Industries
DeleteHi VP sir,
ReplyDeleteGujborosil and Godavari drugs. Donot see much improvement in business. Ru still tracking them. Can we add or hold for long term.
Gujborosil has moved up a lot from Rec price.
Need ur view. Tried to contact God drugs management but they r not responding.
Guj Borosil already turned as a ten bagger and neutral on it at CMP.
DeleteAlready suggested to shift from Godavari Drugs.
VP Sir, Any views on Sky industries, DHFL and resonance speciality chemicals
ReplyDeleteTracking only DHFL from this list which suggested at Rs.160 even before last bonus issue , still prefer to hold.
DeleteSir please share ur views on the results of
ReplyDelete1) Anjani portland cement
2) krebs bio
Prefer to hold
DeleteSir, your take on Satin results? Semms very poor. Continue to Hold or exit?
ReplyDeleteMarket perception towards MFI sector changed a lot in recent times, expecting range bound movement.
DeleteSir any view on Manugraph India. Thanks
ReplyDeleteNot tracking it
DeleteDear Sir, Any comments on Good Year India results Tks
ReplyDeletePassive investors may continue to hold.
DeleteReally excellent performance by Multibase, increase of sales along with EPS growth.
ReplyDeleteYes, showing steady growth and a clean balance sheet
DeleteSir your view on Mirza intérnational bought at Rs 89 ..
ReplyDeleteHi Sir , can u pls share Ur views on BLS international and Shiva Global..Ur views would be highly appreciated
ReplyDeleteNot tracking above two companies
DeleteHi VP,
ReplyDeleteKindly share your views on Asian Oilfield post the current results. Could you pls suggest if I should invest at current level?
Expecting improvement in coming FY
DeleteDear vp sir opinion about choksi laboratory
ReplyDeleteAs of now not tracking
DeleteJust for the sake of study, How we interpret Shilpi Cable technologies crisis. Is this is the case of corporate governance(figure manipulation from years) or due to any rivalry.
ReplyDeleteThanks
Warned more than once :)
DeleteDear VP, Your views about MPS ltd?
ReplyDeleteNot tracking
DeleteSir your view on shemaroo entertainment on recent fall?
ReplyDeleteNeutral at CMP
DeleteSir what you view on Shree Rama muti tech
ReplyDeleteThese type stocks are suitable only for those with long patience and with willingness to loose even the capital invested.So before investing in loss making companies with an expectation of turn around and multibagger returns one must assess whether the risk involved in it and one's patience is matching with such opportunities.
DeleteHello VP Sir, What is your outlook on pharma sector? and which one is best ?
ReplyDeleteMay take some time to recover , SIP in large companies with more than two years view is an option.
Deletehello Sir, do u track rasandikk engineering. auto aniciallary play. your plays please
ReplyDeleteSir Ramky has asked for more time to submit their Q4 numbers due to resignation of auditor. Do u think this is a cause of concern or we can overlook it as a technicality?
ReplyDeleteI don't think this alone is a big concern at this point.
DeleteSir, do you track PIRAMAL ENTERPRISE and is that really value unlocking power still left?
ReplyDeleteNo
DeleteSir , your current view on your old recommendation PIONEER EMB please.
ReplyDeleteNeutral at CMP
DeleteDear vp sir, ur views on natco pharma.....
ReplyDeleteDear sir
ReplyDeleteCan I accumalate alankit for long term?
Not actively tracking above two companies.
DeleteVP Sir,
ReplyDeleteSalzer Electronic is not showing any improvement, flatish result Q on Q.Is it still hold longer term?.what is your opinon Sir?.
Yes, it is reporting flat numbers for past few quarters . Sectoral issues is one main problem.
DeleteHi VP sir, whats ur present view on Alps Industries and Panacea Biotec after the yearly results?
ReplyDeleteThanks in advance.
Sir whats ur view on Lakshmi energy after results? Whether the profit diverted to interest under exceptional items of P&La/c is good for the company. To hold the scrip. What could be the reason for continuous fall in stock price.
ReplyDeleteDear sir
ReplyDeleteWats your thoughts about dishman pharma post amalgamation.
Thank you
Sir, Kindly comment on Arrow Green Techs result.
ReplyDeleteHello Sir,
ReplyDeleteWhats your view on "Kopran" and "NCL industries".
Thanks and Regards
Govind
VP Sir,
ReplyDeleteYour views please on Ashapura intimates fashion ltd. at current market price. Thanks.
Sir I am holding on these 3 Suggestions made by ur good-self, IL&FS engineering, SKM egg and Dion Global.
ReplyDeletePlease suggest whether to Hold or Exist.
Sir, what is your view on ABFRL?
ReplyDeleteSir, please advise on these stocks, katwa udyog, Asian oilfield, fiberweb & vidhi dye. Continue hold or part profit booking
ReplyDeleteSir your views on MIC ELECT?
ReplyDelete