Saturday, August 6, 2011

What is next ?

Most probably  there will be deep red in the street on Monday as a knee jerk reaction to the developments in US.Business channels and analysts  will surely  make you panic , but I think it is a time to act with prudence and not on emotions.In fact India may be one of the big beneficiary of the ongoing happenings in western world.We all know , the main problem Indian economy facing now is the non stop rise in inflation mainly on account of commodity prices. Current happenings may turn as a boon for India  and eventually we may reach a situation of cutting down the interest rates. Such a situation will surely help our market to start the next leg of rally. Even we take the situation in US , this warning from S&P may help that country to think seriously about their economy and save it from a disaster.So ,better to stay cool ,think and then take a decision instead of taking decisions based on emotions.Try to spot out the beneficiaries of softening western economies,catch them in small lots.Never over trade and don't think the entire problem will end in one or two days.Don't divert funds to stock market to make quick gains if such fund  is meant for some other time bounded purpose.Avoid leveraged purchases  is the most important point to note . Let us concentrate in quality companies - which will surely out perform in long term.
Posted by VALUEPICK at 8:57 PM

31 comments :

  1. kuheliAugust 7, 2011 at 8:51 AM

    Is Reliance Industry one of such quality company to bet upon?
    What do you think?

    ReplyDelete
  2. MaheshAugust 7, 2011 at 9:42 AM

    Value sir,

    Really appreciated your timely cautious optimistic suggestion.

    Liked it. I am firm believer of india economic engine.

    Thanks.
    Mahesh.

    ReplyDelete
  3. AnonymousAugust 7, 2011 at 12:45 PM

    hi sir i wanted ur valuable view on neelamalai agro since there r reports that promoter is buying share from open market and also there result was excellent so pls give ur valuable advise !!!

    ReplyDelete
  4. sajanAugust 7, 2011 at 1:07 PM

    on elder healthcare,
    company looks attractive in terms of market cap and operating in in fmcg, but few questions which comes in mind, they are projecting growth of more than 30 percent for next couple of years, how its possible? their return on equity is very(it should ideally match the growth) low so how they can fund their growth expansion? they need to import the products and sell the product to the sellers on credit and on both side they need more working captial to drive the growth any thought on this?

    ReplyDelete
  5. AnonymousAugust 7, 2011 at 1:26 PM

    Value-pick sir,
    As you mentioned "Try to spot out the beneficiaries of softening western economies,catch them in small lots", can you mention few script which should be accumulated currently considering the current situation.
    Thanking you in advance.

    Regards,
    Jaimin

    ReplyDelete
  6. sajanAugust 7, 2011 at 1:34 PM

    pranab is projecting a 9 percent growth for the current fiscal for the indian economy, i think we are in the same phase when US was in 40s and 50s, so i feel investing in equity is safe for at least 30 40 yrs, we need to go a long long way, in india we need everything, for poors they need shelter, food, basic amneties etc and how US crisis will affect their lives?...invest heavily for longer term dont look at where the current market is and take this market problems are the oppertunity for us, i learned this in 2008 crash my portfolio was down around 70 percent eventhough i made handsome when market recovered, please keep post your ideas more often,
    thank you,
    Sajan

    ReplyDelete
  7. AnonymousAugust 7, 2011 at 2:02 PM

    SIR What are your views on Jai bala ji ,subex and karuturi global???

    ReplyDelete
  8. aditya kumar singhAugust 7, 2011 at 4:25 PM

    sir what is your view on india glycols

    ReplyDelete
  9. AnonymousAugust 7, 2011 at 5:05 PM

    I wish to invest either in Shakti pumps or Subex. Which one do u think is better?

    ReplyDelete
  10. SajanAugust 7, 2011 at 8:44 PM

    i feel the current rerating of s&p on US is good for india in longer term, which will ultimately led to rupee appreceiation(becaue no change in our rating) so there is a chance of more fund flow (direct or through FII), so rather than taking psessimisting view on market we need to be bullish on equity(not to IT) and real estate, your thoughts?
    Thanks,
    Sajan

    ReplyDelete
  11. AnonymousAugust 7, 2011 at 9:19 PM

    Dear sir,
    Please give ur opininon about J.P ASSOCIATES.
    Best Regards,
    Rajesh

    ReplyDelete
  12. bharatNiveshakAugust 7, 2011 at 10:26 PM

    Thanks for excellent views. As we have experienced, investment in worse times generally gives best kind of returns. Just one need to think long term.

    ReplyDelete
  13. AnonymousAugust 8, 2011 at 1:23 PM

    Dear VP,

    Looking at overall tobacco company's upward movement in stock price in last 3 months, e.g. Godfrey, VST industries. Do you think Pan Parag company i.e. Kothari Product also show the same bull run in near future based on strong fundamentals. Please let Us know your views.

    Regards,

    Satya

    ReplyDelete
  14. AnonymousAugust 8, 2011 at 2:54 PM

    India Cements has pledged so much percentage of shares even on 27 July. Is it still Ok to invest in India cements?

    Sakharam

    ReplyDelete
  15. RajeshBAugust 8, 2011 at 3:13 PM

    Hi Sir,

    Looks like we need to wait for some more days to start investing. There can be one more recession starting. Wht say ??

    Please keep posting your valuable suggestions on the scripts to invest in this down time.

    Thanks,
    Rajesh

    ReplyDelete
  16. VALUEPICKAugust 8, 2011 at 8:39 PM

    Dear kuheli

    If you have enough patience , buy RIL in small lots

    ReplyDelete
  17. VALUEPICKAugust 8, 2011 at 8:42 PM

    As a holding company of AVT , it is valuable .But many better plantation companies are available cheaper than this one .

    ReplyDelete
  18. VALUEPICKAugust 8, 2011 at 8:44 PM

    Dear Sajan

    Expecting some funding options from promoter side

    ReplyDelete
  19. AnonymousAugust 8, 2011 at 10:14 PM

    sir what is ur view on simran farm at CMP, from long term view???

    ReplyDelete
  20. AnonymousAugust 9, 2011 at 10:23 AM

    Hi value pick,

    Iam a firm follower of you.
    What are the value picks in this market condition for an investment horizon of 10 years?

    thanks
    Rav

    ReplyDelete
  21. sameerAugust 9, 2011 at 10:41 AM

    Valuepick,
    Orchid is in big downtrend.I am hoding from 240. What should I do. Book Loss OR hold ir. I am ready to hold it even for 5 years

    ReplyDelete
  22. PATIDARAugust 9, 2011 at 3:05 PM

    dear value,

    it is easy 2 understand that those companies are get profit from melting down in metal price. but which companies?

    PATIDAR

    ReplyDelete
  23. VALUEPICKAugust 9, 2011 at 8:33 PM

    Dear Jaimin

    Sectors like Auto,Petrochemicals,Plastic,packaging ..etc are expected to benefit.

    ReplyDelete
  24. VALUEPICKAugust 9, 2011 at 8:36 PM

    Dear Aditya

    Hold it

    ReplyDelete
  25. VALUEPICKAugust 9, 2011 at 8:39 PM

    Dear Sajan
    I think it is better to concentrating in businesses rather than macros in long term

    ReplyDelete
  26. VALUEPICKAugust 9, 2011 at 8:40 PM

    Not tracking JP Associates

    ReplyDelete
  27. VALUEPICKAugust 9, 2011 at 8:41 PM

    Dear Satya

    Not tracking Kothari Products

    ReplyDelete
  28. VALUEPICKAugust 9, 2011 at 8:46 PM

    Dear Sakharam

    I don't think pledging will create any serious problem to India Cement

    ReplyDelete
  29. VALUEPICKAugust 9, 2011 at 8:49 PM

    Simran is a BUY for long term @ CMP

    ReplyDelete
  30. VALUEPICKAugust 9, 2011 at 8:52 PM

    Dear Sameer

    Latest result of Orchid is really disappointing.Better to book loss and re-enter after next qtr if there is some improvement and any positive development in FCCB front

    ReplyDelete
  31. SonaAugust 10, 2011 at 6:44 AM

    Dear Sir,
    You have been doing great services to freshers as well as experienced stock investors and I rely a lot on your recommendations. Request you to suggest 8 to 10 good picks which one can start accumulating on every dip for long term basis. Thanks

    ReplyDelete

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