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Hi VP, As always thank you for your valuable help in our endeavour of investing in stocks. I was wondering if you have any thoughts on ICSA based on the recent announcement of Govt to spend 25k Crores on addressing Power theft problems. Do you see any revival in the fortunes of this company ? is it too early to make a call ?
Sir, what is your current view on kaveri seeds? I am holding with a profit of 250%. Will the stake sale plan/new business dilute the return potential? Should I exit or hold?
Polyplex, hind tin are good quality stock bt sir why market not accept these stock??other bad result stock go up and up..good stock bt little low quatre make in panic zone..!!!! Polyplex down 50% hind tin down 40% in a fews days..
It is not a company specific issue but related with overall industry in which it is operating .Those with a minimum 2+ year patience can enter in an SIP mode.
Could you please let me know ur view on CAMPHOR and ALLIED deal with IFF..IFF being one of the pioneer in the indsutry and in top 3(around 13% of market share) of fragrance and flavours industry..getting a deal from such a pioneer is like a testimonial and this makes CAPL visible to other major companies..
Operators, traders,jobbers..etc are part of market . If we have a policy , we should stick with it . If company's business is growing , real investors will be rewarded the most at the end.
good morning sir, even i can skip my food but never ever skip reading your blog as well as your comment on investor query, although most of them are trader because every one of them want instant return, But i really appreciate your effort for replying and helping us. GOD BLESS YOU SIR. My question is that what is the importance of promoter holding ? if company is good but promoter holding is below 25% how does its effect. Or what is good % of promoter holding is it 50 % or above. Kindly advise me on Neo Corp as i am investor on it. H Ali
It depends on reason of such low holding. Suppose one promoter having good business acumen but not with a deep pocket . He may forced to dilute by issuing shares to outsiders for raising money to fulfill his dream . We can't blame in such a case . But if someone projecting great future for his company and at the same time selling stake in open market - that is a real concern.
Dear vp sir i have asked you abt investment in stocks through sip (arrow coated, skm and v2r) i am covinced about all of them and start investing in systematic manner. i am also attracted to va tech wabag (strong fundamentals) only concern is low promoter holding. sir what is yr take on va tech wabag...i want to invest in this stock for long term..
Ur view on Foods & inns. CMP: 592 EPS: 166, P/E:3.55. Equity: 14.5 Lakhs. Promoter holding: 45.92, (Very Less equity). Topline growth for sept Quater 53% yoy.. and gud NP's. Debt: 184cr.. (very high on a small equity, but company is making gud profits).
dear vpji, wants to hear something fro u about galaxy ent. its coming line avalanche. still think value in it? ur reply very much needed. I am still confidant about your words.anil & Aravind.
I am sure you would have noticed if not patels air temp promoter are continuously buying shares from open market. http://www.moneycontrol.com/company-notices/patelsairtempindia/notices/PAI02#PAI02
Sir really appreciate your selfless work for small retail investors. Hats off to attention to detail and dedication.
I would like to seek your views on listed film production and distribution, movie-exhibition companies for long term. Any opportunities seen in this space.
VP Sir, i find good things about a company called Virat Crane operating DAIRY products with good promoter(father stepped out 6th class and started career as a beedi worker now built CRANE,Virat Agrotech fruit processing company in association with orissa govt in 800 acres,Virat finance and APEX data solutions) 1. Company Last Year profits crossed by current H1 2. DEBT free,Regular dividend paying company and share is trading @14 only with a estimated PE of 7. 3. Good Moat With 'DURGA' ghee brand, CRANE fruit masala with 85% market share in andhrapradesh,60% in karnataka and 40% in tamil nadu 4. Virat Agritech is pure EOU unit on collaboration with an Italian company Sasib Food. 5.Promoter holding is 74.9 with out pledge.he works 16 hours a DAY. 6.Company regular meetings are in a office premise rather than a star hotel to preserve the capital. Please see the below link about promoters http://www.deshvidesh.com/success2.htm
Please let me know any thing negative about their business before starting huge investment.
Hello sir,
ReplyDeleteAny updates on Polyplex and mold-tek packaging?
i have purchased polyplex at 160 and its been moving down, any good ot bad news?
thanks
Polyples:
DeleteI think ,people expected more from its September quarter result which may termed as negative.
Positive is - fall in crude price and its new Resin plant in Turkey with 210000 MT capacity is nearing completion
Should I book full profit or do partial profit booking in Dolphin Offshore?
ReplyDeleteIt depends on your risk profile .
DeleteSir people says please stay away from midcap small cap.. what your view on this??is there any bad panic in this like 2008??
ReplyDeletePanic market is good opportunity to enter in quality stocks at attractive price irrespective of market cap.
DeleteDear value pick ji, after the new delisting norms, what's your opinion about sunshield chemicals?
ReplyDeleteThank you in advance
Senthil
No harm as expected , but plant shut down may affect next quarter performance.
DeleteSir, your views on Zuari Agro?
ReplyDeleteNot tracking it
DeleteSir I wnt to invest 2 lac ur advice in which share for long term...
ReplyDeleteNever invest in any stock only because of my advice . Take it as an additional input in your study process .
DeleteHi Sir,
ReplyDeleteYour views on hindustan tin works
I have 200 shares at Rs. 102 and am ready to hold it for long term
Please do reply Sir
I could not find anything negative, any fall in metal price may even good for company.
DeleteHi VP,
ReplyDeleteAs always thank you for your valuable help in our endeavour of investing in stocks. I was wondering if you have any thoughts on ICSA based on the recent announcement of Govt to spend 25k Crores on addressing Power theft problems. Do you see any revival in the fortunes of this company ? is it too early to make a call ?
Thanks
Rafi
I don't think ICSA can come back
Deletesir, kindly give some inputs on Marksanpharma
ReplyDeleteMarksans suggested @ Rs.4 , at CMP Rs.54 , neutral on it
Deletesir, what do you think of ITC?
ReplyDeleteI think , the best way in front of ITC is de-merging its Food and related business into a separate company and pay much energy to develop it .
DeleteSir , what is your opinion about bird flu issue in kerala
ReplyDeleteReplied in detail below the previous posting
DeleteSir, what is your current view on kaveri seeds? I am holding with a profit of 250%. Will the stake sale plan/new business dilute the return potential? Should I exit or hold?
ReplyDeleteToo early to comment
DeleteSir I want to start SIP monthly in some stocks for two years kindly recommend some stocks your kindness thanks hope for same
ReplyDeleteSorry , I am not a fan of time bounded investment in stocks.
DeletePolyplex, hind tin are good quality stock bt sir why market not accept these stock??other bad result stock go up and up..good stock bt little low quatre make in panic zone..!!!!
ReplyDeletePolyplex down 50% hind tin down 40% in a fews days..
If a stock is good, market will accept it sooner or later
DeleteWhat your current view on EPC industries, the CMP seems to be in the range of your recommended price (repeat). Can I enter at CMP?
ReplyDeleteIt is not a company specific issue but related with overall industry in which it is operating .Those with a minimum 2+ year patience can enter in an SIP mode.
DeleteCould you please let me know ur view on CAMPHOR and ALLIED deal with IFF..IFF being one of the pioneer in the indsutry and in top 3(around 13% of market share) of fragrance and flavours industry..getting a deal from such a pioneer is like a testimonial and this makes CAPL visible to other major companies..
ReplyDeleteSir, what is your view on hella India....
ReplyDeleteAlready they are holding more than 90 %. One court case is there related with de-listing .If they get a favorable verdict., it may get de-listed.
Deletehello VP sir..
ReplyDeletesir if even with good result hindustan tin works going down...do u think this stock is being played by some operators...
Operators, traders,jobbers..etc are part of market . If we have a policy , we should stick with it . If company's business is growing , real investors will be rewarded the most at the end.
DeleteSir, what is your view on the below shares?
ReplyDelete1. TV Today
2. Action Construction Equipment
3. Mastek
Action Const .is a good stock but sector revival should happen .
Deletegood morning sir, even i can skip my food but never ever skip reading your blog as well as your comment on investor query, although most of them are trader because every one of them want instant return, But i really appreciate your effort for replying and helping us. GOD BLESS YOU SIR. My question is that what is the importance of promoter holding ? if company is good but promoter holding is below 25% how does its effect. Or what is good % of promoter holding is it 50 % or above. Kindly advise me on Neo Corp as i am investor on it. H Ali
ReplyDeleteIt depends on reason of such low holding. Suppose one promoter having good business acumen but not with a deep pocket . He may forced to dilute by issuing shares to outsiders for raising money to fulfill his dream . We can't blame in such a case . But if someone projecting great future for his company and at the same time selling stake in open market - that is a real concern.
DeleteDear vp sir
ReplyDeletei have asked you abt investment in stocks through sip (arrow coated, skm and v2r) i am covinced about all of them and start investing in systematic manner. i am also attracted to va tech wabag (strong fundamentals) only concern is low promoter holding. sir what is yr take on va tech wabag...i want to invest in this stock for long term..
V A tech wabag recommended @ Rs.539 is currently trading above Rs.1675 .One can still hold it
Deletehttp://value-picks.blogspot.in/2012/12/stock-for-2013.html
Dear Sir,
ReplyDeleteWhat is your opinion on Cairn India. Is it a good buy at CMP for long term. I would like to enter in it. Thanks.
Not tracking after change in ownership to Vedanta Group
Deletesir please your view on sks microfinance. thank you
ReplyDeleteNot tracking it
DeleteSir,
ReplyDeleteBilcare going down down down.. Any negative news?
Few months back suggested everyone holding Bilcare to mail me and replied personally for that.
DeleteDear VP ji,
ReplyDeleteUr view on Foods & inns.
CMP: 592
EPS: 166, P/E:3.55.
Equity: 14.5 Lakhs. Promoter holding: 45.92, (Very Less equity).
Topline growth for sept Quater 53% yoy.. and gud NP's.
Debt: 184cr.. (very high on a small equity, but company is making gud profits).
please reply sir..
It is a good company and one of the largest player in this sector .Higher debt level is a concern and price shot up recently .
DeleteSir laopala seems still lot of potential is there in the company one of the pramoter bought 650 units @ 460
ReplyDeleteThank u
Good, stock already turned as a multi multi bagger .Recommended @ Rs.66 and currently around Rs.2250 ( adjusted to stock split post recommendation)
DeleteEnjoy the fruits of your patience.
dear vpji, wants to hear something fro u about galaxy ent. its coming line avalanche. still think value in it? ur reply very much needed. I am still confidant about your words.anil & Aravind.
ReplyDeleteDon't know why there was no doubt about its value when its stock price was higher by 30 % above from current level few weeks back.
DeleteCompany is taking steps to develop business , let us hope same will reflect in its result in long term.
Hello VP Sir,
ReplyDeleteNeed your valuable advice on
1.Onmobile Global
2.FirstSource Solution
3.Onward Tech
Not tracking any of these now.
DeleteRespected Sir ,can I ask you your opinion about JAYASWAL NECO INDUSTRIES, for which I shall be highly thankful to you Sir.
ReplyDeleteP..samba siv Rao
ReplyDelete
Sir please your view upon amtek auto and kesoram ind
ReplyDeleteNot tracking above stocks
DeleteDear VP Sir,
ReplyDeleteWho will decide the de-listing price of a company ? Is it based on current price or valuation of the company ?
Rate will be derived through reverse book building .Final decision should come from the person/entity seeking de-listing
DeleteHi Sir, please advice on Sanghi Industries..
ReplyDeleteNot bad, but need waiting till sector revival
DeleteVP ji, Shall I Accumulate Bajaj Elec at this price level!!!!!
ReplyDeleteNot tracking it
DeleteSir i really want to know your view on polyplex corporation. Please as the same is going down day by day.
ReplyDeletethanks
My opinion already expressed two days back in this blog itself as a comment.Pls refer
DeleteDear vp sir..
ReplyDeleteShall i enter @cmp pf aimco pesticide for long term...?
Thanking you sir
As expected , after many years company is improving
DeleteHi VP,
ReplyDeleteI am sure you would have noticed if not patels air temp promoter are continuously buying shares from open market.
http://www.moneycontrol.com/company-notices/patelsairtempindia/notices/PAI02#PAI02
It is one decent company with good promoters
DeleteSir pls reply.
ReplyDeleteDo u refer capital first over gruh n repco. Gruh is at 45 pe ,
Thanks
Not strictly tracking Gruh and Repco
DeleteRespected VP,
ReplyDeleteSir really appreciate your selfless work for small retail investors.
Hats off to attention to detail and dedication.
I would like to seek your views on listed film production and distribution, movie-exhibition companies for long term. Any opportunities seen in this space.
Sir your views on Inox Leisure and Baba Arts.
Not tracking the mentioned cos
DeleteIs Divyaashakti Granite is a gud buy @ Rs 55. As equity is 10cr and qtr ist profit is 3.1cr and qtr 2nd profit is 4.6cr.
ReplyDeleteIs Bfna Pharma is a gud buy @ Rs 35 as qtr ist profit is 0.3cr and qtr 2nd profit is 33cr.
ReplyDelete268.81 Exceptional item is there in Sept 2014. Do not forget that.
DeleteNot tracking above cos
DeleteVP sir, What is the target price of HMVL @Rs 210 for 1 year from December 2014-Dec 2015?
ReplyDeleteI don't think any one can guarantee a target in stock market and I am not a fan of time bounded investment in stocks.
DeleteVP Sir,
ReplyDeletei find good things about a company called Virat Crane operating DAIRY products with good promoter(father stepped out 6th class and started career as a beedi worker now built CRANE,Virat Agrotech fruit processing company in association with orissa govt in 800 acres,Virat finance and APEX data solutions)
1. Company Last Year profits crossed by current H1
2. DEBT free,Regular dividend paying company and share is trading @14 only with a estimated PE of 7.
3. Good Moat With 'DURGA' ghee brand, CRANE fruit masala with 85% market share in andhrapradesh,60% in karnataka and 40% in tamil nadu
4. Virat Agritech is pure EOU unit on collaboration with an Italian company Sasib Food.
5.Promoter holding is 74.9 with out pledge.he works 16 hours a DAY.
6.Company regular meetings are in a office premise rather than a star hotel to preserve the capital.
Please see the below link about promoters
http://www.deshvidesh.com/success2.htm
Please let me know any thing negative about their business before starting huge investment.
Profit margin is very less and inspite of growth in sales the profit remained stagnant .
DeleteI this the listed company is in Gutka and related products and dairy business is with another unlisted company of the same promoters.
DeleteSir,
ReplyDeleteWhats your opinion on HCL Info Systems,SAIL,NIIT Ltd ?
Hi Sir, thanks for you valuable updates.
ReplyDeleteDo you have any suggestion or opinion about Natural Capsules
Vp sir,
ReplyDeleteWhats you r view on godrej propety for long term?
Not tracking any of the cos mentioned in above three Qs.
DeleteSir your views on patel airtemp at cmp & cimmco ind incase ur tracking it
ReplyDeleteHir sir,
ReplyDeletewhat is your opinion on buying Neo corp international at cmp?
Dear Sir,
ReplyDeleteI m having some shares of Atul Auto.Need your reply as what to do at current price.
Regards
Jitendra