This stock recommended around Rs.62 and currently trading around Rs.220 . Today company informed BSE that they are planning for a plant shut down for a period of about 75 days .( Read Details HERE) . This may impact company's near term growth . Those without high risk appetite may book profit at current price and re-entry may consider once some clarity emerges on upcoming de-listing norms.
Recommendation Link HERE
Recommendation Link HERE
Truly appreciate your work sir; amazing picks and fantastic response on the bourses. Please keep up the good work. I am learning the art of picking value stocks from you. I am tracking
ReplyDelete1) Kriti industries (NSE:KRITIIND) and Kriti Nutrients (only on BSE)
- Paying dividend for the last 4 years
- Sound management; Promoter/CEO is head of Indore Management Association with over 66% unpledged holding
- Solid fundamentals
2) Turnaround stock - Rattan Infrastrucrure (NSE:IBIPL)
- Set to be multibagger with coal block allocation around the corner and commissioning of two large thermal power projects in Maharashtra soon.
Kindly state your views.
Sorry , not tracking any of the mentioned companies and hence not in a position to comment about them.
DeleteSir, what are your views on Cybertech Systems and Software? Thank You
ReplyDeleteAlready answered same question Yesterday below previous posting. To avoid repeating same Q ,Please check whether it answered recently. :)
DeleteDear VP ji,
ReplyDeleteWhat is your view on HEG (your old recommendation) after this quarter result? I am holding since your recommendation and still ready to hold for long term. Plz give your valuable advice.
Dear Irfan
DeleteWhile looking into any result , we should realise the ground realities existing in the sector in which a company is operating . Many sectors are just showing early signs of recovery and let us hope the same will improve in future .HEG earlier recommended @ Rs.218 is currently trading around Rs.275 . If you are ready to show patience , I think it is one good stock from this sector with global presence.
HEG and kirloskar oil engines need the attention of investors. sooner or later this will happen
DeleteSir your comment/view upon orchid chemical result should I hold for long term or otherwise waiting for your suggessions thanks
ReplyDeleteDear Ashiq
DeleteOrchid chemicals just implemented CDR and in the process of revamping operations.In any potential turnaround cases , it will not happen in short time period but may take few years. Investors in such companies will benefit immensely once it happens but it need some patience to hold for long term without thinking about short term pains.
Sir plz comment for kirlosker oil and liberty shoes, not participated in rallies for a long. Your views for long term
ReplyDeleteSorry I can't support your opinion .Kirloskar oil gained almost 100 % and Liberty Gained 200 % in last one year . From which legally permitted investment avenue we will get such a return ?
DeleteSir ur views on zicom. Came out with good q2 numbers. Cmp 140
ReplyDeleteZicom already recommended @ Rs.38
Deletehttp://value-picks.blogspot.in/2011/10/zicom-electronic-security-systems-ltd.html
Sir Would appreciate yours views on Multibase india and Aksh optifibre
ReplyDeleteNo change in previous view.
DeleteHI VP Sir,
ReplyDeleteWhen will the new delisting norm by sebi be published.
Whats your view on the same, will it be investor friendly ?
It many happen in next few months.
DeleteIt is heard that the same is favorable for companies to be de-listed than the existing rules. Let us wait and see.
Sir, what is your view on the result of aimco pesticides?
ReplyDeleteVery Good
DeleteHi VP,
ReplyDeleteSunil Hi tech has posted exceptional results compared on yoy figures in spite of lean season due to monsoon and economic downturn. The debt has also decreased. Please share your view and details about the results and future potential?
I think , with early signs of revival in infrastructure sector , one should Hold it.
DeleteSir are you tracking Elder Pharma ?
ReplyDeleteIs their any serious damage with its fundamentals ?
High book value and the share has corrected drastically trading near 52 week low...
Company sold major portion of business in last year
DeleteDear Vp
ReplyDeleteWhat is your view on Nectar Lifescience
Hi VP
ReplyDeleteAs expected, Gulshan Polyols declares it's maiden interim dividend of 35% !!!! Top line crosses 100 crores land mark !!!! Top line has gone up both q-o-q and y-o-y by a healthy 25% and 30% respectively. Company provides substantially higher depreciation and increase taxation. Bottom-line is almost flat because of these reasons. However, cost of materials has gone up atleast by 6% q-o-q which is a matter of further investigation. One plausible reason could be old cost of raw-material of corn because of inventory being carried over. It's recommended that we ask this pointed question with the Management. All capex programmes are complete and there is no work in progress. Company carries healthy cash chest of around 45 crores !!! However, best part is healthy interim dividend which indicates confidence of the Management regarding substantially improved working in the second half of FY14-15 !!!!! I feel still more corporate actions may follow in the next six to nine months. Please if you could track and share your inputs?
Not tracking this company
DeleteSince it is in a commodity type business , one should learn the cyclical trends of its product price before getting into it.
Sir, Dow Says Corning Wants to Exit 71-Year-Old Venture (news below), is it anyway going to benefit/affect Multibase shareholders ?
ReplyDeletehttp://www.bloomberg.com/news/2014-11-13/dow-says-corning-wants-to-exit-71-year-old-venture.html
Too early to comment whether the same will end in open offer for Multibase India or not .Any way I am not expecting anything on negative side.
DeleteDear VP whats ur view on results of polyplex? the results seems utterly discouraging in comparison to packaging companies like uflex and jindal poly
ReplyDeleteSize of operations ( number of countries) is more scattered in case of Polyplex and the recovery is happening in different pockets in different pace.This may be the major the reason for differed kind performance of these companies . Though the result was bit below my expectation , I don't think one need to panic. Situation is expecting to improve going forward once growth pick up and on the other side the fall in crude price is extremely positive in case of raw material cost and the same may start to reflect in company's performance in another few quarters.
ReplyDeleteDear Valuepick,
ReplyDeleteWould like to hear your views again on Bilcare on back of not so good results and when one can expect a turnaround in this company.Also would like to understand if you had any meeting with the management?