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Vimal Oil and Foods recommended from a level of Rs.60 ( Link HERE) , hits its life time high today @ Rs.260 . Recommending to take out your cost and hold the remaining as cost free.
Not suggesting Basant at current level , already appreciated more than 100 % from suggested level an further movement may happen if management take a decision to de-merge its seed business.
Hello VP sir, Are you going to register with SEBI as you have 6 months time to do the tedious paperwork. It's completely your decision but pls think abt all small investors like me before taking any decision. God bless you for your selfless service. Thank you..!
Writing this blog is only a part time work for me and doing this when spare time available . The difficult part of registration is not up to registration but the compliance and paper work thereafter. As per the rule one should keep a number of papers and other records and should be ready for inspection at any time . As an individual if I need to spend time for all these formalities, I should quit my job and dedicate 24X7 for this blog which will affect my bread and butter. So , not a final decision yet.
VP sir your Sell call on NILKAMAL turned out to be wrong... Its really running Big now as your other Scripts run...No regrets Sir.. But can you throw some light what happened exactly for the run... I hope your reply will give a learning expirence to all of us.
I have no regret in it . Being a human , I too prone to mistakes .Here in this case , sharp decline in crude in last two weeks and aggressive purchase by promoters making it buzzing . If promoter is buying aggressively in any stock , nothing is impossible even if there is no fundamental changes are there .
One of the follower of this blog has brought Godavari drugs to my notice. You are aware of the Q2 results where there was a sales jump. What would have caused the sales jump? will it be due to new contracts/clients? Could you kindy share your thought on this? Thanks for recommending MIC at the right time and price. I never know that the notes in the Qtr-ly results will have a clue fo its future sales jump which will lead to a increase in the stock price.
Even if Godavari is in existence for more than 20 years , till last year it was working only on job work basis for other companies. It is learned that this company now changed its business model and started direct production and selling . This may be the reason for sharp improvement in business in recent time . A stock to keep in Radar .
Disc: I have vested interest in it and hence my views may be biased.
Sir, your views on Basant Agro (recommended by you around two years ago) and Coral Laboratories please. Can I enter these stocks at CMP?
ReplyDeleteNot suggesting Basant at current level , already appreciated more than 100 % from suggested level an further movement may happen if management take a decision to de-merge its seed business.
DeleteSirji,
ReplyDeleteYour views in J kumar, itd cementation, emami, helios and mather?!
Emami is suitable for long term passive investors
DeleteSkeptical about Helios & Matherson
Not tracking the rest
Hi VP Sir,
ReplyDeleteNeeded your view on Spice Jet and IDEA Cellulor
Suggested to exit from Spicejet around Rs.70 level and not tracking it thereafter
DeleteSir your views on Bengal and Assam and sterling tools ltd can I hold these stocks
ReplyDeleteNot tracking Bengal Assam
DeleteSterling tools recommended around Rs.90 earlier , at current price of around Rs.340 ,neutral on it . Take a call based on your risk profile
Sir I have referred your recent comment on selan exploration. Can we buy for long term?
ReplyDeleteExpecting side ways movement for some time
DeleteVP sir,
ReplyDeletePlease share your views on unity infra and srei infra. thanks. dipu
Not tracking both
DeleteHello VP sir,
ReplyDeleteAre you going to register with SEBI as you have 6 months time to do the tedious paperwork.
It's completely your decision but pls think abt all small investors like me before taking any decision.
God bless you for your selfless service.
Thank you..!
Dear Dhiresh
DeleteWriting this blog is only a part time work for me and doing this when spare time available . The difficult part of registration is not up to registration but the compliance and paper work thereafter. As per the rule one should keep a number of papers and other records and should be ready for inspection at any time . As an individual if I need to spend time for all these formalities, I should quit my job and dedicate 24X7 for this blog which will affect my bread and butter. So , not a final decision yet.
Sir any other way to stay connected and at the same time comply with the rules.
DeletePls sir we dont want to apart from you. Pls find some way.
Hi VP Sir,
ReplyDeleteSince merger is planned between sabero & coromandal, Please suggest us whether it is advisable to hold sabero or sell considering long term view.
Pl advice sir.
Suggested many times in the past .Take a decision after studying merger ratio and market price of two cos.
DeleteVP sir your Sell call on NILKAMAL turned out to be wrong... Its really running Big now as your other Scripts run...No regrets Sir.. But can you throw some light what happened exactly for the run... I hope your reply will give a learning expirence to all of us.
ReplyDeleteI have no regret in it . Being a human , I too prone to mistakes .Here in this case , sharp decline in crude in last two weeks and aggressive purchase by promoters making it buzzing . If promoter is buying aggressively in any stock , nothing is impossible even if there is no fundamental changes are there .
DeletePlease share your valuable view on gujarat ambuja exports
ReplyDeleteNot tracking it
DeleteSir,
ReplyDeleteYour views on Narmada Gelatines,one of your old recommendations?Seems valuable even at Current PE.....Thanks
This stock recommended around Rs.95 . Even after one bonus issue it is currently above Rs.200 . Neutral at CMP
DeleteSir, one more trigger for MIC -
ReplyDeleteAll government departments and ministry offices have been asked to switch to LED lights, dumping the old incandescent lamps..
http://www.newindianexpress.com/nation/Modi-LED-Government-to-be-Seen-in-New-Light/2014/08/29/article2403548.ece
SIr, Do you track Pressman Advt
ReplyDeleteHi VP,
ReplyDeleteOne of the follower of this blog has brought Godavari drugs to my notice.
You are aware of the Q2 results where there was a sales jump.
What would have caused the sales jump? will it be due to new contracts/clients?
Could you kindy share your thought on this? Thanks for recommending MIC at the right time and price.
I never know that the notes in the Qtr-ly results will have a clue fo its future sales jump which will lead to a increase in the stock price.
- Gaja
Even if Godavari is in existence for more than 20 years , till last year it was working only on job work basis for other companies. It is learned that this company now changed its business model and started direct production and selling . This may be the reason for sharp improvement in business in recent time . A stock to keep in Radar .
ReplyDeleteDisc: I have vested interest in it and hence my views may be biased.