Saturday, February 28, 2015


First of all , my sincere thanks to all of my readers for your overwhelming support extended  during  the past five years. As you are aware and I indicated in one of my recent postings, we have already discussed lot of good companies here and some of them turned as multi baggers. In general , stock price of almost all listed companies appreciated substantially in last one year  but their business growth could not catch up to support that price rise. In this circumstances , it is not easy to find out more and more stocks when  we follow a 'Value' based stock selection approach which is suitable even for average risk takers . Because of this reason , from  here on , there will be only one stock suggestion in each month which will be posted on every Second Saturday .
                                                                    It is a fact , on the other hand , there is lot of high risk high reward opportunities in the form of turnaround cases..etc are still  available in this market  and I posted few of them in the past in this blog itself . But unfortunately , from the responses of my readers ,now I realize that majority of my readers are not mature enough to understand the risk reward ratio and the huge opportunities to create wealth in such cases . Investors often turn desperate and frustrated due to non movement of such stocks for few months and seeking explanations for that even after  I clearly indicated the risk level and long holding period needed for such stocks to reap huge returns. In this circumstances I feel there is no meaning in posting such stocks in an open blog like this and decided to indicate such opportunities only to my Facebook friends in my  FB page (  ,as and when such opportunities arise.

Once again , thanks a lot to all my friends and wishing a happy and prosperous future ahead .

Saturday, February 14, 2015


CAPLIN POINT LABORATORIES LTD is a stock recommended exactly one year back @ Rs.86. Yesterday stock hits life time high @ Rs.707 and closed in upper circuit. Stock already  turned as a multi bagger and returned a whopping 800 % in one year. Those who are not interested to take bit higher level of risk may sell part of holding  to recover your cost  plus a decent profit and HOLD the remaining as cost free. 

Recommendation Link HERE

Friday, February 13, 2015


Polyplex Corporation  recommended @ Rs.216 currently trading around Rs.210 . For the December quarter , On a consolidated basis company reported a Sales of Rs.775 Cr which is lower than Rs.815 Cr of same period last year . On an EBIT level company reported profit v/s loss .Before exceptional item , company reported a profit  of Rs.1.5 Cr against a loss of Rs.73 Cr . During this quarter,  an amount of Rs.35 Cr accounted as one time exceptional loss and hence its bottom line ended in red. 
                                                                       Due to uneven recovery in world economies ( especially below expected recovery in the economies of European countries )  , product price of company not increased as expected .Company's debt burden may  come down on successful divestment of  one unit which is expected to complete in near future .( Company paid an interest of Rs.42 Cr for the 9 month period) . Considering all these factors , I feel ,  improvement in the performance of company is possible in future but it may take bit longer time than expected earlier . Investors with enough patience may Hold and others may shift if you find a better opportunity.

Thursday, February 12, 2015



Company reported December quarter result as follows :

Company planning to start two new plants as part of expansion. Mold Tek revolutionized the IML packaging technology in India and established as a major player in paint industry . Now it is planning to tap the opportunities in edible oil packaging segment and going to introduce a new product for this segment. Few days back SBI Mutual Fund , Canara Robaco and DSP Blackrock subscribed 24 lakhs shareas of Mold Tek @ Rs.220 and company is planning to utilise this for capacity expansion . Expecting better days and still suggesting to HOLD


Company reported December quarter result as follows :

 Considering the not so good situation in the industry in which company is operating , this result is commendable . Suggesting to HOLD it .



Company reported December quarter result as follows :

Company reported good numbers and its nine month EPS is ( Rs. Rs.12 ) surpassed  last full year EPS ( Rs.9) .Suggesting to HOLD

Other two companies declared results today are

Aimco Pesticides  ( Link) and Salzer Electronics ( Link)

Wednesday, February 11, 2015


HINDUSTAN TIN WORKS LTD - recommended @ Rs.70 , currently trading around Rs.74 . Company declared its December quarter result today . In this quarter , Company reported a top line of Rs.70  Cr ( v/s Rs.80 Cr  for same period in last year ) and a net profit of Rs.1.83 Cr ( V/s Rs.1.53 Cr) . For the nine months ended December , Company reported a turnover of Rs.244 Cr ( V/s Rs.242 Cr ) and a net profit of Rs.7.24 Cr  against Rs. 6.22 Cr .Company reported an EPS of Rs.7 in this 9 month period    v/s Rs.6  reported same period of last year. Stock is not expensive at this valuation , expecting sideways movement in near term.

GODAVARI DRUGS LTD -   Suggested to keep this stock in your radar ( through my FB page)  . Today company reported its December quarter numbers . In continuation of its robust performance in September quarter , company reported excellent numbers in December quarter too . Turnover jumped from Rs.2 Cr to Rs.18 Cr and net profit jumped from Rs.15 lakhs to Rs.1.03 Cr .For nine months, company reported an EPS of Rs.3.77 against just 20 Paise  reported for same period of last year. Those entered earlier can hold it for long term . Expecting reasonable upside even from current level .

Result Link HERE

Saturday, February 7, 2015


Dear Friends.

One more week left for the completion of December quarter result season.So far ,  quarterly results published by majority of small /mid cap stocks were not encouraging .Only very few companies published outstanding results and we already discussed many of such stocks here.Because of this reason , companies having potential in future is in the  process of correction after a sharp run up which happened in past few weeks on the basis of anticipated good result.Some other stocks in my tracking list are yet to publish their December results. I believe  , it is better to recommend such stocks only after their results are available .On this back ground , in order to avoid taking unnecessary risk ,I prefer to skip  suggesting a new one this week.Let the remaining companies declare their results and already declared companies consolidate at some price level. Let us look into them  thereafter.

Thursday, February 5, 2015


                                Mr. Ram Chandra Agarwal ,MD of the Company

V2 RETAIL LTD  recommended @ Rs.14 is currently trading @ Rs.43 .Company  declared its December quarter numbers as follows : 

Still recommending to HOLD it for long term . There is nothing to loose for those entered at recommended price. Even if ,still there is some uncertainties connected with  accumulated losses and tax disputes , I believe management is reasonably confident about a favorable settlement in tax disputes. As a note to the December quarter result , management indicated , recently one such dispute of Rs.11 Cr awarded in favor of company by Delhi High Court  . Those who are ready to take higher level of risk may even consider taking limited exposure  at this price.  Similar to SKM ,let us hope and pray for a come back story in this one too :))

For full report , Click HERE

Tuesday, February 3, 2015



SKM Egg Products Exports today informed the Stock exchanges that the Company has foreclosed all the term loans availed from State Bank of India ( Link HERE) . I believe, it is a remarkable achievement for the company and its promoters who struggled to repay its loan till few years back which even  resulted in pledge invocation and selling of the shares by banks in open market earlier . More than reduction in interest rate , this clearly indicating promoters integrity and hard work to keep the promises they  given to minority share holders .I hope, the entire  shares will be pledge free in near future by this repayment .In addition to this , company may get better valuation in future considering the increasing strength of its balance sheet .Let us hope , the management will deliver  similar promptness in other plans  including revocation of suspension from BSE , achieving Rs.500 Cr turnover in another 2-3 years..etc 

At least some of you may ask why there is frequent update on this company .I believe , beyond any monetary benefit as a share holder ( I am holding shares in this company which already disclosed in my initial posting itself) , it is our - retail share holders- duty to extent our moral support to a management who are trying hard to keep promises in a most transparent manner .If the great come back story of this company act as an inspiration for the  promoter of another ailing company to fight and come back , that may bring cheers to another set of minority share holders . Above all , I always prefer to salute anyone who come back from the brink of collapse with their sheer hard work  and succeed without compromising ethics and values in life .

Monday, February 2, 2015


Samkrg Pistons recommended @ Rs.163 ( Link HERE) declared its December quarter numbers as follows :

Company already surpassed its last full year profit in this  nine months itself of the current FY .As expected , its top line was almost flat and the bottom line  grew by 33 %  . In my original recommendation itself ,  I indicated the possibility of a muted quarter in December . In a recent interview , MD of the company also hinted December as a soft quarter and explained the reason for that .Still I believe , Samkrg will report 40 % bottom line growth on an yearly basis compared with last year. I believe , today's sharp fall is unwarranted and there is no need to panic .This is one company still trading at decent valuation from auto ancillary sector .

You can watch the  interview with MD in the following link: ( Courtesy : Moneycontrol)

Cash-RichSamkrg Pistons eyes 20% CAGR in next 3 years


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