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JENBURKT PHARMACEUTICALS LTD - Recommended @ Rs.85 currently trading around Rs.320 .Stock already appreciated more than 250% .Suggesting to Book Profit at current level .
I want to have a logistics stocks in my portfolio which delivers goods to customers. I see you have Aegis Logistics but that is not in retail. Is there any good company to buy now or in 1-2 months?
What are your views on Aimco board being permitted to borrow upto 1000cr? Have they mentioned any reason for this considering that Aimco had huge debt in the past and only recently they became debt free? Considering the huge run up and the above development, is there any change in your view?
No change in previous view about company. About price - risk level at different price point will be different .So entry at this price depends on your risk taking capacity.
There is some problem in that area of Gujarat due to GAIL stopping cheaper gas and providing 4 times costlier gas. http://articles.economictimes.indiatimes.com/2014-10-06/news/54691514_1_city-gas-distribution-non-priority-sectors-indraprastha-gas-ltd
Sir, What are you views on Nitta Gelatin and L&T Finance Holdings?? L&T finance seems to be cheaper when compared to its peers.Is there any particular reason for the same.?? Can one buy at cmp for long term.
Hello Sir,
ReplyDeleteGot to comment first post today in this post.
I want to have a logistics stocks in my portfolio which delivers goods to customers. I see you have Aegis Logistics but that is not in retail. Is there any good company to buy now or in 1-2 months?
1-2 months ?. I think , you are at a wrong blog.
DeleteHello VP ji, could you please advise if one can accumulate Panasonic on dips?
ReplyDeleteNeutral at current price
DeleteSir,
ReplyDeleteAny views on Chemfab alkalis ?
Thank you
Sorry , not tracking it.
DeleteKeep in mind one point .It is in a cyclical industry and one should understand the product price cycle before getting into it.
Dear VPji,
DeleteNath-Bio is also in cyclical industry.
Your view on it.
JD
Seed - Cyclical ?
DeleteDear , it is not a Cyclical industry , it is a seasonal business .There is lot of difference between 'CYCLICAL' and 'SEASONAL'
Hi Sir ..could you please update on cox and kings after recent qip announcement
ReplyDeleteStock recommended around Rs.100. At CMP of Rs.300+ neutral on it.
DeleteDear VP - Kindly share your views on previous recommendations - Aries Agro and VST Tillers . Hope that you respond to this. Thanks.
ReplyDeleteAs of now not tracking Aeies.
DeleteFor VST Tillers search the blog.
hi Sir ,
ReplyDeletePlease share your views on Bajaj Holdings & Investment .
Many times explained- I am not a fan of holding cos.
DeleteWhat are your views on Aimco board being permitted to borrow upto 1000cr?
ReplyDeleteHave they mentioned any reason for this considering that Aimco had huge debt in the past and only recently they became debt free?
Considering the huge run up and the above development, is there any change in your view?
It seems as a blanket approval , may use as and when opportunity arise.
DeleteSir, Could you please let your valuable opinion on PVP Ventures
ReplyDeleteThanks
Not tracking it
DeleteSir wats ur view on aksh opti fibre
ReplyDeleteNo change
DeleteDear VP,
ReplyDeleteHow do you Realty and Infra sectors in the near future
Regards
Ramchand
Not expecting miracles in near future
DeleteNath biogenes share . Sir wat is ur view point at present cmp . Would be immensely thankful to u
ReplyDeleteNo change in previous view about company. About price - risk level at different price point will be different .So entry at this price depends on your risk taking capacity.
DeleteSir,
ReplyDeleteYour valuable advice on WANBURY LTD. n THEMIS MEDI. Can v enter in these counters..plz ur advice
Not strictly tracking Wanbury
DeleteThemis Medicare is an already suggested stock
Sir your view on V2Retail.
ReplyDeleteRecommended @ Rs.14
Deletehttp://value-picks.blogspot.in/search?q=v2+retail
Sir what is your view on manaksia. Thanks
ReplyDeleteNot tracking it
DeleteSir, what is your current view on your old recommendation "Lanco Industries"?. Asking for the 4th time. Expecting answer atleast this time, please.
ReplyDeleteCompany is going for capacity expansion.For fresh entry - better to wait till some clarity about fund raising for this purpose.
DeleteSir, Your view on kellton tech, mindteck.
ReplyDeletePositive on Mindteck
DeleteNot strictly tracking Kellton Tech
How is Tata Chemicals at CMP below 400. I fould it was ur old recommendation in 2010. Also if u cud provide ur input about Rallies India.
ReplyDeleteBoth cos are good , but may be slow movers
Deletewhich is ur pick orient bell or asian granito
ReplyDeleteSuggested to shift from Orient Bell to Asian Graniti when the price of Asian was @ Rs.49
Deletehttp://value-picks.blogspot.in/2014/06/asian-granito-ltd-emergence-of-dark.html
Dear VP Sir
ReplyDeleteHaldyn glass is good stock to bet???
Not tracking it
DeleteThere is some problem in that area of Gujarat due to GAIL stopping cheaper gas and providing 4 times costlier gas. http://articles.economictimes.indiatimes.com/2014-10-06/news/54691514_1_city-gas-distribution-non-priority-sectors-indraprastha-gas-ltd
DeleteSir,
ReplyDeleteWhat are you views on Nitta Gelatin and L&T Finance Holdings??
L&T finance seems to be cheaper when compared to its peers.Is there any particular reason for the same.?? Can one buy at cmp for long term.
VP sir any particular reason with the company that you have suggested to book profit in jenburkt pharma?
ReplyDeleteSir what are views on tata metaliks
ReplyDeleteSir what is your view on Jayant agro
ReplyDelete