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.
Dear sir,
ReplyDeleteHow do you see TV today network. Has come out with good set of numbers.Has been reducing debt continuously. Also planned to sell loss making radio business.
Not strictly tracking it. Result was good
DeleteAny Updation on Hindustan Tinworks Price corrected recently. we can hold for long term
ReplyDeleteLet the result come , then we decide
DeleteWhen shall we expect the next recommendation?
ReplyDeleteNext Saturday or before that?
Probably on third Saturday . Lot of results are scheduled for 14th ( Next Saturday ) which may known only on by Monday
DeleteDear VP Sir,Surely we have to wait one week instead of taking unnecessary risk....
ReplyDeleteA very good decision to protect investors money.
ReplyDeleteV. P. SIR, I would appreciate your views on oriental carbons result and it's future outlook. It has corrected sharply from 622 to 460 levels.
ReplyDeleteRecommended this stock @ Rs.93 . One can still Hold.
Deletehttp://value-picks.blogspot.in/2010/03/oriental-carbon-and-chemicals.html
Respected VP Ji,
ReplyDeleteI am holding 500 Lincoln pharma @105. What is your view on this stock.
Good decision.... Can u tell me abt sibar auto & autoline india? Im tracking autoline india frm 6 mnths its good but as per ur opinion should I enter?
ReplyDeleteNot tracking both stocks
DeleteThank you sir. It is batter one stock one month.one of my friend was waiting for your stock ,at least you should comment this yesterday.
ReplyDeleteSir,
ReplyDeletePlease let me know your views about future consumer.
Not tracking it
DeleteDear VP SIR,
ReplyDeleteThanks for giving us small vacation for not giving any stock. I personally feel relax weekend. Appreciated your honesty and commitment for this blog.
JAI HO SIR.
Sir plz tell about Sudar industries
ReplyDeleteIt has good eps n low pe
Founder is a self made person
Can u suggest something
Thank u
I am skeptical about Sudar Ind. and not interested to swallow their published result as such. Promoter stake is declining which is not a good sign
DeleteSir your views on Arrow Textiles & Next Mediaworks
ReplyDeleteNot tracking Arrow Text
DeleteIn case of next media , success depends on their ability to grab more licenses in the upcoming auction.
V. P. SIR, I would appreciate your views on CAMPHOR & ALLIED PRODUCTS LTD.result and it's future outlook.
ReplyDeleteAlready recommended around Rs.180 .At CMP Rs.314 , one can still hold
DeleteSir ,
ReplyDeleteWhat is your opinion about Ybrant Digital ( Lycos)
Arjun
My detailed reply about Ybrant already shared with you as a comment below the posting available in the following link.Nothing more to add and no change in my earlier stand.
Deletehttp://value-picks.blogspot.in/2014/07/what-is-difference-between-investing.html
Dear VP,
ReplyDeletePlease provide your analysis on Marico Kaya results? I notice Sales growth of 22% as per mgmt.
Regards,
Pratul
Result is improving but I don't think current price is easy to justify for a fresh entry.
DeleteSir your view on nippo batteries
ReplyDeleteNot bad
DeleteGood Morning VP Sir,
ReplyDeleteWe really appreciate ur view of not recommending any stocks to protect small investors like us.Also we would request you to ignore people who say negative things abt you and ur blog.
Sir,the is no doubt that u r a guru for small retail investors like us.We have learned new thing and will continue dng so.
Thanks a lot for saving us :)
Hi VP,
ReplyDeleteCan you give your views on Pioneer Embroideries and Waterbase?
Pioneer looks like a turnaround candidate.
Please let me know your views on these 2 stocks.
Thanks.
Yes , Pioneer may turn around in future . But why I reluctant to recommend this stock at this point is only because of one reason. Normally such turn around cases will give multi fold return for investors with patience. Generally, the process of turn around is a step by step process like Huge loss - continuous reduction in losses for many quarters and then return into profit . If one want to make big money in such cases ,one need to hold such stocks patiently for a long period normally for years . But what I learned from my experience is , majority of my readers are failing to understand this process and unable to judge the situation properly . They are considering turn around cases and other companies alike and start to ask about a turn around case in each and ever quarter " What is your opinion , Why it is not making profit ? " .etc , etc. Facing this same situation in cases of few stocks including Dion Global..etc.
DeleteThough such cases are very good opportunities to make windfall profit over a long time , majority of investors have no patience to reap such chances and they are expecting turn around over night which is difficult to happen.
Not tracking Waterbase
Thanks for such a nice reply VP. People should understand we cannot become rich in stock market overnight. It needs patience if we are having the right stocks. I really appreciate your views. Thanks again.
DeleteSir
ReplyDeleteWhats your opinion about Phoenix Lamps. PE firm is holding 66% and the same PE firm is selling some of their stakes which they acquired at lower levels. In a recent bulk deal Rajasthan Global acquired 1.5 lakh shares.Can we expect a take over or delisting in Phoenix lamps?
The P/E firm holding majority stake is selling in open market . In such a situation who will initiate de-listing process. ?
DeleteSo thoughtful of you sir, that you are not giving a pick this week. thank you, and that shows the concern and love you have towards your boarders.
ReplyDeleteSir Kindly opine on titan biotechnology at current price...seems
ReplyDeletetremendous potential in the future...your opinions are highly
reflects very next
price...amazing...
I have no idea about the scalability of their business , hence no comments.
DeleteSir,
ReplyDeleteWhat are your views on ESS DEE Aluminium ?
Harnish
Not tracking it
Deletesir,
ReplyDeleteYour view on intrasoft tech for long term
Regards
Elumalai
Replied about it few days back
DeleteSir there was a sharp correction in the price of arrow coated products can I buy this stock at current levels of 422
ReplyDeleteThis stock recommended @ Rs.12
DeleteNeutral at CMP Rs.422
Sir any views on KOVAI. This hospital from Coimbatore posted very good results. Also do u track ALBERT DAVID & KSE LTD....both stock looks good...any views
ReplyDeleteKovai Medical earlier recommended @ Rs.114 in the below link
Delete. Currently it is trading around Rs.620 . Neutral at CMP
http://value-picks.blogspot.in/2011/08/kovai-medical-center-hospital-ltd-buy.html
sir, please start again your famous GTS series with daily one clue, i think it will be exciting everyone will appreciate it.
ReplyDeleteLot of people misusing it in different ways. Myself got a trial offer buy recommendation from a paid tip provider asking to buy Salzer electronics ( just one day before revealing the name of last GTS ) with a tag ' Assured 30 % return in few days" . This is how things are going . Hence re-thinking about it.
DeleteWhat you said is right. GTS is giving other blog writers to make recommendations before you. Additionally, those who find out the correct answer publish it in moneycontrol. So my suggestion is to give the questions on Friday evening and publish the answer before the market starts on Monday.
DeleteMarksans pharma quarterly results came out today. What is your opinion on it now....invested in it for long term...just curious for your view.
ReplyDeleteRecommended @ Rs.4 and already suggested to book profit
DeleteDear Sir,
ReplyDeleteRequest you to share your views on "Stylam Industries Limited"
Not tracking it
DeleteDear vpji,
ReplyDeleteAs per the price movement it seems that polyplex is not going to report great nos. My question is if that is the case are u going to give exit call based on the result or u would like to wait for few more qtrs and would not mind inventory loss for the one qtr.
The major reason is - the speed of recovery in European Economy is less than anticipated and because of this reason global price of their product not improved as expected .Now they decided to reduce debt by selling one plant which is expected to improve their balance sheet . For a meaningful recovery , one need to wait till improvement in global economies .If ready to hold till then , one can still hold it irrespective of few qtrly results.
Deletekindly share ur views on GMR INFRA. promotor is accumulating shares from open market, rate cuts going to be down, gave twice dividends(very less amount.10 paise). have good relations with Andhra pradesh govt., will participate in AP renovation and smart cities, good income from airport and highway projects. energy unit operation started.
ReplyDeletewill it be a good pick or any more parameters to lookout?
Not tracking it.
DeleteDear Sir
ReplyDeletewhat is your opinion about Astra Microwave at present
Recommended at Rs.35, neutral @ CMP
DeleteDear VP SIr, Many many thanks for ur wonderful stock picks.One question for u and I am really curious to Know. In case BJP loses Delhi elections, what would be the impact on that markets?
ReplyDeleteThere may be some negative impact for sure. But I think the under performance of our market compared with other markets in past few days are part of that anticipation and possible election result already started to discount in our Market . So , major portion of any unfavorable outcome may discount in market even before the official result declaration and only a one or two day impact thereafter . Later market may aim next budget .
DeleteSir please share your opinion on Water base & Dhunseri tea
ReplyDeleteRegards
Anurag
Not tracking both
DeleteDear Sir,
ReplyDeletePl share your views on SIMRAN FARMS at CMP....
Already suggested to exit and nothing to add specially now.
DeletePlease share your valuable view on feno plast
ReplyDeleteSir, What about Patspin India ?
ReplyDeleteHi,
ReplyDeletePlease let me your views on Vaibhav Global
Dear sir,
ReplyDeletePlease share ur view on ahmednagar Forgings...
Not tracking any of the above mentioned stocks.
DeleteDear Vp,
ReplyDeletecan I add Godavari Drugs at Cmp ?
Sir why are you inactive in FB?
Thanks.
No bad opinion . Each and every stock need correction and consolidation during any move and it is part of market.
DeleteWe have only 24 hours in a day , difficult to handle everything :)
If situation warrants , then let us reduce the time devoted to blog and increase the same to FB
Hi VP Sir,
ReplyDeleteKindly post your views on SNL bearings, FIEM Ind and Pricol Ltd. Waiting for your reply Sir.
Thanks
Abhinav
Sir,
ReplyDeletePlease suggest on Phoenix Lamps.
Dear sir what's your opinion about AksharChem India Ltd?
ReplyDeleteNot tracking any of the above mentioned stocks.
DeleteDear VP Sir,
ReplyDeletePlease tell about the MIC electronics.. shall i sell or hold the stocks??
What fundamentally changed after your purchase ?
DeleteDear Vp. SKM is in correction mode. Will it be wise to book some profit now or relax. For your information I entered at 93 and a small investor.
ReplyDeleteThanks.
You are in wrong court mate. Want to play ODI in test match?
DeleteIf you are planning to sell now , why you didn't sell it when its price was almost 15 % above the current price. ? This means , you never studied the company , and acted only on borrowed conviction . A genuine investor should invest in company and its business and not in market movements. Those who are acting based on price /volume movements can't be treated as investors but only traders or position traders..
DeleteSir, your views on Deepak Ferilizers at cmp 138? are there any good days ahead for Fertilizers companies? pls advise.
ReplyDeleteNot tracking it
DeleteSir,
ReplyDeleteYour views on Goodyear India Ltd and Gulshan Polyols.
Thanks
Goodyear is a good one and recommended @ Rs.300
DeleteNot tracking Gulshan Poly
Sir, would be nice fi you share your views on Panasonic Energy and Mangalam Cements results?
ReplyDeleteIs it that bad the way they are correcting..m holding since your recommendations. Pls advise sir.
Expecting range bound movement for both stocks.
DeleteHi,
ReplyDeletePatel's Airtemp published their results today....what is your opinion on this stock now....is it still a buy or should be wait to buy on further dips.
Dear Sir,
ReplyDeleteResults of Patels Airtemp were released today. Numbers were simply spectacular. Revenues were more than double of same quarter in previous year. Pls do share your thoughts on Patels Airtemp.
Very good Result by Patels Airtemp
DeleteDEAR SIR,
ReplyDeleteNeed you view on Action constrution equipment(ACE)
Not a bad company , only issue is the not so good performance of sector
DeleteExtremly thanks for your reply sir. I feel, once construction economy pickup, then ACE will come to new level.
DeleteSir, where can we find pending order book of a company in financial reports? Is it published anually or quarterly?
ReplyDeleteThanks
There is no such mandatory rules . Some companies mention the same as a note to quarterly result , majority mention the same in Annual Report
DeleteIs Dish TV a good investment option now? A turn around story is brewing in this business especially for Dish TV.
ReplyDeleteTurn around possible in another 1-2 quarters.
Deletesir please Share your views on Oricon Enterprise Ltd
ReplyDeleteDear Sir,
ReplyDeleteplease share your views on "Intellect design arena". I think, it may give us very reasonable appreciation in future?
Thanks
Not tracking above mentioned stocks
DeleteSit ur views on present position n level of camphor. Thanks
ReplyDeleteRecommended @ Rs 182 , AT CMP around Rs.300 , one can still hold
DeleteSir, your opinion on prozone intu and mayur uniquoters
ReplyDeleteMayur is a decent one.
DeleteNot tracking the other
Dear Sir,
ReplyDeleteplease share your view on Asian Granito Ltd and Premier Explosives after Q3 results
Thanks and Regards
If ready to take some risk, one can still hold .Not the companies are bad but the sectors in which they are connected are yet to come out of recession.
DeleteSir,
ReplyDeletePease share your opinion on Rubfila International Limited.
Thanks,
Anand
Neutral
DeleteDear vp sir, how much % of debt SKM held with SBI that paid off and how much still left with other consortium.
ReplyDeleteIt is very clearly stated in their Annual Report
DeleteDear sir, looks like Dion Global has started turning around on consolidated basis - turned into profits from losses...i think golden days are ahead and patience will pay..what says.?
ReplyDeleteYes , fruits of turn around is only for those with enough patience , not for those looking into screen on each day. :)
DeleteHi Sir,
ReplyDeleteCan you post your views on Unique Organics? Waiting for your reply.
Thanks
Abhinav
Not tracking it
DeleteDear VP
ReplyDeleteCould you please give your view on zicom since the results seems to be decent but the stock hammered today. I
Market expectation is the matter
DeleteSIR,
ReplyDeleteWhats your view on India Nippon Electricals, results announced yesterday and dividend also offered.
Sir, Thanks for sharing your wisdom. Please share your views on Repco Home Finance and Kitex Garments.
ReplyDeleteThanks for your time.
Thanks,
Guru
Expressed positive view on Repco at much lower level . One can still hold.
DeleteNot tracking Kitex
Sir you recommended Narmada gelatine earlier but what's your current view can we enter @ current levels what your view please guide.
ReplyDeleteReplied for same question within past few days , pls refer
DeleteSir,
ReplyDeleteWhat is your view in Global Vectra Helicorp? Is it worth investing in this stock?
Not tracking
DeleteHello sir you view of Rpower holding 300Q at 91, now cmp 56. MMTC holding 300Q at 85. now cmp 54. Holding Den network 200Q at 197 now cmp 111 & JP asso 1000Q at 42 now cmp 24.. can you please share your view of this 4 script, can i book loss or do average some more quantity now then wait more 1/2 year, please reply,
ReplyDeletethanks
Sir your view on acrysil and capital first results
ReplyDeleteThank you
Acrysil is an OK Result , Capital first is good one.
DeleteSir, Jain Irrigation results have come and it is not good. Are the promoters still honest and capable? I don't have any doubt on their businesses but slightly perturbed by the share pledging and last six months results and debt. Waiting for your wisdom as always ! :) Thanks sir.
ReplyDeleteI don't think there is any issue of Promoters integrity , the present tough business environment is the problem
DeleteSir;what is view on bal pharma?
ReplyDeleteNot tracking it
DeleteSir what is your opinions about Fortis health and hatway cable on current price.
ReplyDeleteFortis is a stock recommended more than once . Not tracking Hathway
DeleteSir, would you have any view on IL&FS Transport, PFS and Hexaware?
ReplyDeleteIL&FS Transport is a decent one.Not tracking others
DeleteYour view on CAPITAL FIRST results
ReplyDeleteGood
Deletecan vst tiller be accumulated if there is a fall considering poor result. would bjp gov stand on subsidy be a drawback. waiting for your recommendation.
ReplyDeletekunal
Recommended @ Rs.450 . Not suggesting @ CMP around Rs.1500
DeleteSir can I request to sugest whether I should continue to hold inv in himalaya international purchased at 18 rs
ReplyDeleteAlready suggested to Exit
Deletehttp://value-picks.blogspot.in/2014/07/himalaya-international-update.html
Please comment on Patel's Airtemp results
ReplyDeleteGood Result
DeleteSir, why Patels Airtemp is not moving even after extra ordinary results?
DeleteHi sir,
ReplyDeleteWhats your view on Ahmednagar forging?
Dear sir,
ReplyDeleteNeed your view on Sudarshan Chemicals