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If you are a trader taking decisions based on index movements better to avoid all stocks suggested here.Aimco is a stock suggested around Rs.40 level . No need to look at indices never means stock will not change even when there is sharp movement in over all market . Genuine Investors should look into company's business growth in long term rather than trying to correlate share price movements with index movements on a daily basis . If your purpose is like that , better go for nifty futures and turn as a pakka trader . In 99 % cases , rest is assured ..RIP...
Hello and very very good evening sir, Although i know asking about a company fundamental except your recommendation will use to give much pain to you But anyway sorry for taking your much time, Kindly advise me on AMD Industries do you find its value pick at cmp. thank you sir jee. GOD BLESS YOU
Not strictly tracking this company . But , If I am not mistaken this company is manufacturing caps for PET bottles. I am not sure whether there is any kind of entry barrier in these type of business.
This is not the right place to comment about one of your old picks Bilcare, but I wasn't sure if commenting on the 6 month old Bilcare thread was a good idea.
All in all, my risk taking capacity as well as appetite is aligned with taking a bet like Bilcare. And I like the story, while accepting that it's a risky one.
My one worry was about promoter honesty. The reason this worry got triggered was this article: http://www.moneylife.in/article/bilcares-funny-accounting-figures/38880.html
Do you see this as a red flag too?
If you look at the cash flow statement (consolidated), you see "purchase of fixed assets" as INR 472 cr for FY14, versus 1,034 cr for FY13.
If the accounting is suspect, I want to run far far away!
This issue came to light few months back when the company published its 2013-14 Annual Report. At that time, I suggested all my readers holding shares of Bilcare to mail me personally and explained the situation .
In your previous "Amines & Plasticizers" thread one of your readers GreyCells in his reply to Deepak mentions that the search feature on the blog searches the comments section as well..
I have tried using the search feature multiple times and have not received a positive result. Eg I have asked VP sir about his views on "Freshtrop Fruits" in the past but when I search for "Freshtrop" in the search box I get a negative response saying "No posts matching the query". I believe the search feature only searches VP sirs' original posts and not the comments...I have tried searching on Chrome as well as IE browsers just to ensure it is not a browser issue. I am not sure if I am doing anything wrong! If GreyCells/VP sir/ or anyone else who has this figured out can help me would be very grateful..
I have recently started searching the site through Google and it works very well that way..and for readers who may not know how to, kindly use this syntax on Google and it should give you proper results -
Go to Google.com Type the following syntax -
site:value-picks.blogspot.com "stockname"
This will search for the particular stock wherever it is mentioned in the site(comments as well as posts)
You technique of google search using google parameters site:value-picks.blogspot.com "stockname" will also work.
as pointed out by VP, you need to goto "http://www.searchblogspot.com/" which is again google search and same as your technique.
Anyways, we need to search about comments on particular company before raising question... just to check if VP has answered it recently.
I search for freshtrop and found VP answer that he likes EPC more with some links to read about. If we will put less burden on VP with no posting unnecessary queries then we can get MAX benefit.
Till date I had done 2-3 queries in last 1 year or so and to each of my query, I realized that I should have search the blog first. There are good links and reasoning shared by VP which can be used to study further and add more information on blog if we found any.
Thank you VP sir, Grey Cells and Vijay for your replies..
Grey Cells, I completely agree with you that we need to search previous comments before posting queries in order to put less burden on VP sir. That was my whole purpose for bring this search issue up..
Vijay..though using Ctrl+F will work fine for searching the page you are currently browsing but, unfortunately, as you may know, it will not search the hundreds of other pages there are in this blog. And it will be a huge time consuming process to go to every page and conduct a keyword search using CTRL+F.. In my humble opinion it may be easier and time efficient to search using either the searchblog mentioned by VP sir or through Google using the "site:" operator...
Thanks again.. And happy learning and investing :))
pls share ur view on kwality ltd at cmp, valuation is looking very cheap and growth is very goods, roe 45% and sales growth around 50% for last 5 years with same profit growth, your advice is valuable for me so pls suggest
To my understanding SKM doing business in USD and Euro .Some indirect impact is possible due to fluctuation in the value of Yen . But I don't think this is not a stock to buy and sell based on such temporary blips. Japan is an economy shows resilience in past and many times proved their ability to come back from crisis .If there is any mild impact on SKM 's performance due to such temporary issues in Japan , such corrections are opportunity to buy and not to sell for genuine investors with long term view.
As of now company not doing any business with Russia , hence no impact on that account too.
Dear VP , Your views on Jain Irrigation and Lumax Industries please. Jain Irrigation has fallen sharply fallen from 90 levels to 50 levels. Do you think its an opportunity to average out from long term. I am looking from long term investment perspective. Kindly suggest.
Sir hv read that wt mr buffet looks into before investing.he wants to put his money if he knows abt that sector growth n he dont look at index...i salute u n ur doing grt job than any so called experts in tv shows.
I know that you have recommended to exit Himalaya international and it can be bough only at lower levels. It is around 7.50 now, is it worth taking risk to average here and start buying at lower levels in staggered manner and wait for long term. Is it worth giving this stock couple of quarters or better to move on with other decent picks. Your views are very much appreciated regarding this.
AS you are aware , few months back company decided to stop its marketing alliance with Simplot for certain products and market the same by themselves .. One need to wait few quarters to understand the success of this efforts . If you are a low risk taker , nothing wrong in waiting for few quarters to understand the impact and then take a decision.
Dear vp sir in a recent buy report kotak sec. it has upgraded hindustan media ventures with a fair value of 358/-.First of all hats off to you for identifying fantastic stock in advance. Plz share your views on hmvl at cmp.
About two weeks back this stock was available around Rs.195 level , or Kotak updated any new development which happened in recent days in this company ?
Vp sir whts ur view on jm financial for long term
ReplyDeleteSir u say not to look at index but my aimco bought at 78 ..but today it has
ReplyDeleteReacted to index wt do u say
If you are a trader taking decisions based on index movements better to avoid all stocks suggested here.Aimco is a stock suggested around Rs.40 level . No need to look at indices never means stock will not change even when there is sharp movement in over all market . Genuine Investors should look into company's business growth in long term rather than trying to correlate share price movements with index movements on a daily basis . If your purpose is like that , better go for nifty futures and turn as a pakka trader . In 99 % cases , rest is assured ..RIP...
DeleteSuper like for the above reply
DeleteI couldn't control my laugh for the line.
Delete'In 99 % cases , rest is assured ..RIP...'
Excellent and fitting reply sir.
DeleteKudos to VP sir.
Hello and very very good evening sir, Although i know asking about a company fundamental except your recommendation will use to give much pain to you But anyway sorry for taking your much time, Kindly advise me on AMD Industries do you find its value pick at cmp. thank you sir jee. GOD BLESS YOU
ReplyDeleteNot strictly tracking this company . But , If I am not mistaken this company is manufacturing caps for PET bottles. I am not sure whether there is any kind of entry barrier in these type of business.
DeleteDear Sir,
ReplyDeleteWhat is your take on Cadila and Noartis ? Can they be also included in portfolio?
Good , but for long term passive investors.
DeleteHi VP,
ReplyDeleteThis is not the right place to comment about one of your old picks Bilcare, but I wasn't sure if commenting on the 6 month old Bilcare thread was a good idea.
All in all, my risk taking capacity as well as appetite is aligned with taking a bet like Bilcare. And I like the story, while accepting that it's a risky one.
My one worry was about promoter honesty. The reason this worry got triggered was this article:
http://www.moneylife.in/article/bilcares-funny-accounting-figures/38880.html
Do you see this as a red flag too?
If you look at the cash flow statement (consolidated), you see "purchase of fixed assets" as INR 472 cr for FY14, versus 1,034 cr for FY13.
If the accounting is suspect, I want to run far far away!
This issue came to light few months back when the company published its 2013-14 Annual Report. At that time, I suggested all my readers holding shares of Bilcare to mail me personally and explained the situation .
DeleteHello VP sir...
ReplyDeleteIn your previous "Amines & Plasticizers" thread one of your readers GreyCells in his reply to Deepak mentions that the search feature on the blog searches the comments section as well..
I have tried using the search feature multiple times and have not received a positive result. Eg I have asked VP sir about his views on "Freshtrop Fruits" in the past but when I search for "Freshtrop" in the search box I get a negative response saying "No posts matching the query". I believe the search feature only searches VP sirs' original posts and not the comments...I have tried searching on Chrome as well as IE browsers just to ensure it is not a browser issue. I am not sure if I am doing anything wrong! If GreyCells/VP sir/ or anyone else who has this figured out can help me would be very grateful..
I have recently started searching the site through Google and it works very well that way..and for readers who may not know how to, kindly use this syntax on Google and it should give you proper results -
Go to Google.com
Type the following syntax -
site:value-picks.blogspot.com "stockname"
This will search for the particular stock wherever it is mentioned in the site(comments as well as posts)
Hope this helps in reducing repeated queries..
Kind Regards
Pssa..
Just do the following ..
DeleteGo to the below Link
http://www.searchblogspot.com/
Put your search string + valuepick in the search window
Then try to search
You will get the result.
Pssa
DeleteYou technique of google search using google parameters
site:value-picks.blogspot.com "stockname"
will also work.
as pointed out by VP, you need to goto "http://www.searchblogspot.com/" which is again google search and same as your technique.
Anyways, we need to search about comments on particular company before raising question... just to check if VP has answered it recently.
I search for freshtrop and found VP answer that he likes EPC more with some links to read about. If we will put less burden on VP with no posting unnecessary queries then we can get MAX benefit.
Till date I had done 2-3 queries in last 1 year or so and to each of my query, I realized that I should have search the blog first. There are good links and reasoning shared by VP which can be used to study further and add more information on blog if we found any.
Thanks
GreyCells.
Thank you VP sir, Grey Cells and Vijay for your replies..
DeleteGrey Cells, I completely agree with you that we need to search previous comments before posting queries in order to put less burden on VP sir. That was my whole purpose for bring this search issue up..
Vijay..though using Ctrl+F will work fine for searching the page you are currently browsing but, unfortunately, as you may know, it will not search the hundreds of other pages there are in this blog. And it will be a huge time consuming process to go to every page and conduct a keyword search using CTRL+F.. In my humble opinion it may be easier and time efficient to search using either the searchblog mentioned by VP sir or through Google using the "site:" operator...
Thanks again..
And happy learning and investing :))
Pssa
sir,,your views on aksh optifibre
ReplyDelete?
Some shares sold by one of the promoter which is a small concern but not alarming . Wait for few more quarters and take a final call.
DeleteGood morning Sir. Thanks for your valuable suggestions and comments. Its a good learning for investor like us.
ReplyDeleteSir, how do we come to know if promoter is selling or buying the stocks?
Normally , there will be disclosure in exchange website.
Deletewhats ur view on Vidhi Dyestuffs?
ReplyDeleteDear vp Sir, plz give your view on Infinite computer solutions.
ReplyDeleteRegards,
Kiran.
dear vp sir
ReplyDeletepls share ur view on kwality ltd at cmp, valuation is looking very cheap and growth is very goods, roe 45% and sales growth around 50% for last 5 years with same profit growth, your advice is valuable for me so pls suggest
VP sir , your veiw on Indosolar Ind for longterm.
ReplyDeleteNot tracking above stocks.
DeleteSir do you see any impact due to the devaluation of russian and japan's currency on skm eggs profit?
ReplyDeleteTo my understanding SKM doing business in USD and Euro .Some indirect impact is possible due to fluctuation in the value of Yen . But I don't think this is not a stock to buy and sell based on such temporary blips. Japan is an economy shows resilience in past and many times proved their ability to come back from crisis .If there is any mild impact on SKM 's performance due to such temporary issues in Japan , such corrections are opportunity to buy and not to sell for genuine investors with long term view.
DeleteAs of now company not doing any business with Russia , hence no impact on that account too.
Dear VP.
ReplyDeletePls share ur thoughts on Ahmednagar Forgings Ltd .correted from 520 to 320 looking attractive
Sir your view on amrutanjan health care
ReplyDeleteThank u
Not tracking above cos
DeleteDear VP ,
ReplyDeleteYour views on Jain Irrigation and Lumax Industries please. Jain Irrigation has fallen sharply fallen from 90 levels to 50 levels. Do you think its an opportunity to average out from long term. I am looking from long term investment perspective. Kindly suggest.
Thanks,
Ramesh
Replied recently
DeleteVP Sir, your view on Alstom India as GE acquired it, how does its prospects look in long term view? And your view on Gillanders Arbuthnot & Co
ReplyDeleteThanks
Ravi
Alstom is good company
DeleteSir hv read that wt mr buffet looks into before investing.he wants to put his money if he knows abt that sector growth n he dont look at index...i salute u n ur doing grt job than any so called experts in tv shows.
ReplyDeleteThanks.
DeleteVP Sir, Iam a small trader and saw you blog very recently.. Plz help if i can still buy MIC Electronics
ReplyDeleteSorry , I have nothing to say to non professional retail traders ...
DeleteSir your views on Era infra continuous circuit now days. Penny stock but good order list. And once again asking for Tanla solutions
ReplyDeleteNot tracking both stocks
DeleteDear VP,
ReplyDeleteI know that you have recommended to exit Himalaya international and it can be bough only at lower levels. It is around 7.50 now, is it worth taking risk to average here and start buying at lower levels in staggered manner and wait for long term. Is it worth giving this stock couple of quarters or better to move on with other decent picks. Your views are very much appreciated regarding this.
AS you are aware , few months back company decided to stop its marketing alliance with Simplot for certain products and market the same by themselves .. One need to wait few quarters to understand the success of this efforts . If you are a low risk taker , nothing wrong in waiting for few quarters to understand the impact and then take a decision.
DeleteVP Sir, your opinion on ULTRAMARINE & PIGMENTS LTD....?
ReplyDeletethey are consistently paying out dividends and the promoters are increasing their stake.
Not tracking it
DeleteThanks for identifying SKM at very early stage. This is one in million stocks.
ReplyDeleteSir , polyplex has sold its turkey plant to indorama.how u perceive as in balance sheet of polyplex.
ReplyDeleteWithout knowing the exact valuation ,we can't comment anything at this point
DeleteSir whats ur view on Vidhi Dyestuffs?
ReplyDeleteNot tracking it
DeleteDear vp sir in a recent buy report kotak sec. it has upgraded hindustan media ventures with a fair value of 358/-.First of all hats off to you for identifying fantastic stock in advance. Plz share your views on hmvl at cmp.
ReplyDeleteNot sure why you are asking this at this point ?
DeleteAbout two weeks back this stock was available around Rs.195 level , or Kotak updated any new development which happened in recent days in this company ?
Vp sir did u like shilp gravures and divyashakti at cmp for long term?
ReplyDeleteNot tracking both
DeleteSir, what is the view on NathBiogene and v2?
ReplyDeleteNo change in previous view
DeleteSir, please suggest me about Talbros Auto ltd. I have holdings@ rs 120. I am longterm investor.
ReplyDeleteNot a bad company , may move up once sector re-rates
DeleteVp sir, please advise regarding Lincoln pharma.
ReplyDeleteSome upside is possible
DeleteDisc: I have vested interest in it , hence my views may be biased
Sir, your view on Moser Baer on recent development on solar panel .
ReplyDeleteWithout some changes in duty structure , I believe , the new initiatives will mainly help the Chinese manufacturers
DeleteSir, your opinion on waterbase please?
ReplyDeletesir, how about elecon engg?
ReplyDelete