This is one stock we have discussed a lot in recent times . Promoter purchase from open market reported in this stock for the past many months . As per the latest disclosure filed by the company in NSE Today , promoters purchased shares from open market even above Rs.100 ( Check latest filing HERE). This clearly indicating promoters confidence in their company. After a sharp run-up , stock corrected substantially in past few days . I believe , it is the time to start accumulation ( for those not entered earlier) with a long term view .
Sir Your precious views on Dutron Polymers?........
ReplyDeleteAlready tried for your views many times so please dont let me down this time...........
Thanx in advance
Not tracking it
DeleteHello Sir,
ReplyDeleteThanks for suggesting wonderful stocks for newbees. I am holding Nitesh Estate (price 16). Currently script is trading at 12.80. Can you please suggest if I should hold this?
Not tracking Nitesh Estates
DeleteThanks for update sir.bought some on Thursday at 108.Will buy more tomorrow.
ReplyDeleteThank you VP sir for your latest update on SKM. I feel this correction is technical after gaining 20 times in 9 months. Anyway, thank you for identifying another Avanti-in-making stock in a short time to come.
ReplyDeleteThanks for the update Sir,
ReplyDeleteI belive that Earning respect is not so easy and maintaining the same over the years is very tough.
I salute you.
You are making your contribution to help the common investor with out expecting any return.You made your life is worthful.
Most of us NOT doing any good to the society we come and leave the world either because we are incapable or we don't want to do some thing good in our life.
Sir I haven't added any recommonded shares yet will start after my budget permits.
Please update on polyplex. .its going wrong direction compare with market..
ReplyDeleteIs there any micro news which we can not find out..Please need your advice..
Dear VP sir,
ReplyDeleteWhat is your views on Surana Solar ltd.
Not tracking it
DeleteDear VP Sir,
ReplyDeleteHave tried to get your response on GILLANDERS through 'Search but unable to do so. Query directing to your original recommendation.
Please help by giving your views post Q2 Results.
Regards
Afra
Currently its engineering division is a drag on its financial , let us hope the same will improve once there is recovery in core sectors.
DeleteMany thanks VP Sir.
DeleteWill continue to hold and hope better times will come in the immediate future
Dear Sir,
ReplyDeleteThank you for the update. Also special thanks for sharing basics on how to look at financial statements. At the risk of sounding repetitive as informed by many of them, thanks for service rendered by you in helping small investors. Hope beginners like me follow your valuable advice in studying companies, sectors and do stock picking which will truly make your effort worthwhile.
Hello VP sir,
ReplyDeletePlease share your views on indo count industries. Can it grow more from here?
Not tracking it
DeleteSir can you please explain instead of relesing their pledged shares why they are buying from open market .
ReplyDeleteOnly a small portion is pledged now. In last weeks interview MD clarified about pledge, link to which I re-posted few days back.
DeleteHe just purchased 5000 shares sir,
ReplyDeleteAfter the sharp up run, I think it would correct substantially.. The operators who accumulated the stock during the GTS phase at a lower level would unload their positions, what ever may be the fundamentals.. so it would be better for the retail investors to wait some days more.. while keeping a sharp eye over the volumes.
My stock purchase strategy is for long term and based on stocks value , not depends on the presence or activity of operator and with an aim to make quick bucks due to change in mood .
DeleteSir ur view on ngl fine chem
ReplyDeleteNot tracking it
DeleteDear VP Ji Good Evening, I have a request behalf of all your followers we seen lot of momentum in Morepen Laboratories Ltd can you kindly check this counter and give your view about this stock,I know your not tracking it but if possible if you feel this is a good counter to analyse then you can provide your valuable comments and updates.
ReplyDeleteThere is lot of court cases against the promoters on account of non payment of FD. Future depends on the outcome of many such cases, hence neutral on it.
DeleteHi sir,
ReplyDeleteI have been holding polyplex for the last two months, at this time i need your valuable suggestion, whether to hold this stock r sell it.
Two months !
DeleteReading your comments , I can realise what you are expecting from market . Please book loss . This blog is intended only for long term investors and may not help to achieve your goals.
VP Sir, that is very good reply for people who come to this blog with Short Term Gains in the mind.
DeleteI had 4,000 SKM shares already. Today I bought another 6,000 shares. Will be getting money in another 3-4 days to buy another 5,000 shares to reach my target of 15,000 shares :) Hoping that it will not go to Upper Circuit by then :)
ReplyDeleteHello Sir,
ReplyDeleteWhat is your view on Infinite Computer Solutions.
Thanks in advance.
Not tracking it
DeleteVP sir, I know you are not tracking JBM Auto ltd., but the stock has tanked badly after I invested in it. Earnest request from a beginner to look into the stock and advice plsssss
ReplyDeleteWhat to comment about a company without tracking it and its management for a long time.
DeleteDear VP,
ReplyDeleteCould you please share your views on Tokyo Plast International
Recommended @ Rs.14 .Neutral at CMP above Rs.35
DeleteHi, your comments please on Caplin labs in the wake of excellent results for the last quarter.
ReplyDeleteSuggested to Hold post result
DeleteHi Sir.
ReplyDeleteKindly share ur views on PNB Gilts and KKDL..
Thanx in advance
Not tracking both
Deletesir please advise your long term view on snowman logistics and abm knowledgeware
ReplyDeleteSnowman is in a potential sector , but market price is not cheap. Let us wait and see how the management exploiting the available opportunities and scaling up the business. Keep an eye on it.
DeleteHello VP,
ReplyDeletewhat is your view on Poddar pigments Ltd.
Not tracking it
Deletedear sir
ReplyDeletehindustan tin works has come down from my purchase level of 100. can I accumulate more at 85 level. pls suggest.
thanks
vijay
I am not aware of any negatives about the company . I think ,Investors had higher expectations even though its result was not too bad. Company reported 33 % jump in NP in latest quarter.
DeleteThank U very much sir
DeleteCan I buy fedders llyod
ReplyDeleteNot tracking it
DeleteHi Vp Sir
ReplyDeleteYou have been telling us to stay in Market for long time and i am doing the same thing but one of my scrip Srei Infra i am holding this Scrip for more than 5 yr of average of 49 rs but in this super bull market this scrip is trading very very low
Can you suggest me what can be done now.
Staying in market for long term not means buying one stock and sticking with it even if the tide is changing . One should review its business and its prospects periodically .
DeleteHi VP sir,
ReplyDeleteCould you shed some light on V2 Retail's contingent liabilities and messed up balance sheet. The sales tax claim has not been solved uptil now. There isn't much clarity regarding the exact nature of the situation.
What do you think sir ?
Have you tried at least once to get a reply from company itself ?
DeleteHi,
ReplyDeleteI am holding selan exploration from 550 levels. What do you suggest now should i hold or exit.
May be range bound due to overall mood in oil exploration industry on account of lower crude price.
Deletecan you give me the bse code of this stock ??
ReplyDeleteWhy you are looking in BSE for SKM ?
DeleteRead my first posting on this stock carefully at least once.
sir ur view on shreyas shipping please
ReplyDeleteNot tracking it.
DeleteGenerally I feel, worst is over for shipping industry but recovery may be 'U' shaped.
Sir, sorry to say but why you are so much focusing on SKM Egg.. I am very old follower of yours but I am seeing this for first time that you are focusing too much on one stock..
ReplyDeleteWhen conviction is high focus will be there.
DeleteSir,
ReplyDeleteYour views on Praj Industries based on today's news in economic times about Government forcing oil companies to blend atleast 5% of ethanol.
Currently Oil companies could blend only 1.5% because of supply constraints. But Praj is coming up with next generaion etanol blending using Bio-mass technology. Will it not augur well for this company?
It is also aggressively pursuing water treatment projects from existing and new customers.
Hoping to get answer for this.
Thanks,
Jagadish
More than blending percentage , sourcing price is the key. Since the price is not remunerative sugar mills are not showing much interest.
DeleteDear VP,
ReplyDeleteI don't know why my other comments are not getting posted here.Just want some clarity on the Bird Flu matter.Though you had mentioned in your update.But this disease has been confirmed by Kerala Govt and it official in India now. Could this impact sourcing issues and exports for SKM?
Yes , Some cases reported from Kerala ,But I feel the situation is not alarming as far as SKM is concerned at present.
DeleteIt is reported only in the Ducks grown in Kerala back waters span across three to four districts .In other areas no cases reported so far and government is taking every action to prevent the spreading of same .
Possible outcomes
1) If it spread beyond Kerala and affect other birds like Chick and countries importing poultry products from India ban import completely , it may affect the company for few months . ( last time it happened for 3 months) . But processed Egg powder is comparatively safe and we can't say whether their products included in such a case or not . See the below link for an opinion of company officials in a same situation few years back.
http://in.reuters.com/article/2008/01/16/bird-flu-india-skm-exports-idINBMB00047520080116
I think , chances are rare this time since it is affected only Ducks grown in Kerala back waters
2) 90 % of Kerala's egg requirements are met by Tamilnadu . If there is any negative demand scenario emerges in Kerala for eggs , it will certainly bring down egg prices in Tamilnadu and help SKM to source raw material at lower rate .This is positive for company .
Govt is taking serious actions and I hope the issue will be contained in Kuttanad area of Kerala itself
There is no avian flu outbreak in Tamil Nadu, poultry farmers across the state have taken precautionary measures.
DeleteSome poultry farmers feared that egg exports would be affected due to the bird flu outbreak. However, National Egg Coordination Committee (NECC) sources allayed the fears saying egg exports would not be affected.
"Countries like Oman, Afghanistan and Algeria are still importing eggs from India even after the World Organization for Animal Health classified India as a bird flu affected country," a top NECC officials told TOI on condition of anonymity.
Source: http://timesofindia.indiatimes.com/city/chennai/Bird-flu-outbreak-in-Kerala-Tamil-Nadu-poultry-farmers-take-precautionary-measures/articleshow/45272467.cms
Stay invested if it hit LC accumulate more.
Sir..what's your view on PTC India financial services
ReplyDeleteNot a bad one
DeleteThank u sir for ur update
ReplyDeleteSir ur views on Weizmann forex ltd
Not tracking it
DeleteHi VP Sir, What is your view on Welspun Syntex. Company has posted strong profit in last few quarters and belong to a big group.
ReplyDeleteDear Vp Sir,
ReplyDeleteWhat are your views on Amtek Auto and Rashtriya Chemical Fertilizers. Kindly do answer this.
Thanks,
RC
Vp sir when is ur next pick comes ?? We are waitaing...
ReplyDeleteThank u
VP sir Good Morning.
ReplyDeleteWhy my queries are not posted.
Regards
Dear VP Sir,
ReplyDeleteWritten many times to you but may be am unlucky. I request your advise on 1. Bimetal Bearing & 2. Rossell India
Thanks in advance
Dear VP,
ReplyDeleteWhat is ur view on Mote Carlo IPO??