Granules India is one stock recommended here more than three times in the past from a level of Rs.79. Today , stock hits its life time high of Rs.1017 ( so far) , an 11 times appreciation in three year time period.More than making money , I believe such experience will give confidence and patience to my readers to HOLD high conviction stocks for long term , irrespective of their slow moving nature during consolidation periods and prevent temptation to shift from steadily moving high quality stocks to fundamentally weak operator driven stocks in an efforts to make quick bucks. Now company fixed 24 March 2015 as the record date for 10:1 stock split . Still recommending to HOLD it .
Happy Investing
Link to Initial Recommendation HERE
Happy Investing
Link to Initial Recommendation HERE
Your views on Patel Airtemps please. Do you believe that the management has the capability to pull off the growth risks it is taking?
ReplyDeleteSir,
DeleteI have talked to PAT 's management and order book was 160-170 cr at the end of Jan2015. They have conducted a conference call in Nov too. If we add 56 cr order to old May2014 order book of 137cr, and reduce executed order of around 85 crs till Jan2015 from it, little slowdown of domestic order flow is visible. But management is expanding business confidently. Lets wait and observe progress .
Regards
Yes, I think so.
Deleteplease tell about man industries ltd?
ReplyDeleteNot tracking it
DeleteGreat sir, holding 40 shares. Avg price 85Rs.thanks a lot sir
ReplyDeleteSir,
ReplyDeleteDOes Venky is investworthy as a turnaround candidate now.....its slowing turned from Loss making to profit making recently.
Major factor deciding the profit of companies in this field is the feed cost . Let us wait and see the impact of recent rain on various crops and price movement of such items .
DeleteThanks Sir for prompt reply...and yes I had not looked at the feed cost part...tnx for teaching me a new perspective agian/.
DeleteSir,
ReplyDeleteThanks again for your selfless and great service for small investors. Though, i am not invested in granules, being a late comer to this blog, your words are big boost to our confidence and conviction for planned and longterm investing.
After noon sir,what is ur view on chambal ferz?
ReplyDeleteNot tracking Chambal Fert
DeleteSir your view on Vimta Labs ?
ReplyDeleteForeign promoters increasing interest is a point to note
DeleteSuperb Sir, I believe in u. Should I start buying Himalaya international now? Waiting for your reply. Thanks.
ReplyDeleteNo need to hurry
DeleteDear VP,
ReplyDeleteThank you for your valuable time and helping investors through this blog.
Would like your help on assessing Venus remedies, It has been dropping like a stone. Is it better to book loss and exit. Thanks in advance for your help.
Sorry , not tracking Venus
DeleteSir, Thanks for all your guidance.
ReplyDeletePlease give your opinions about the following stocks. I have been holding them for a while:
1. HBL Power Systems
2. Celestial BioLabs
3.Lykis
Regards
Paul
Lykis is the only stock I am tracking from the list , which is one high risk high profit kind
DeleteHi Sir,
ReplyDeleteI bought at 790 levels last month. I know its 10 bagger after your recomm but I studied the company for a month and decided to buy( I looked at growth prospects but not its prev returns). I have conviction on this company and would like to hold it for long term.
Only negative I can think is no entry barrier for Paracetamol but they are aiming to grow in new categories. This may offset in future.
Thanks
Venkata
That is really great. Please continue to give your tips here only.
ReplyDeleteManaged to get 200 shares of SAMKRG piston at 171. But is now daily coming down. Any particular reason for this downward spiral?
Not aware of any negative
DeleteAnother 10+ bagger.. VP sir you are a Rockstar...
ReplyDeleteCongrats to all granules Investors..
Dear VP sir,
Your views on suven life science & freshtrop fruits!
Not tracking both
DeleteDear sir can you please share ur views on Entertainment Network (India) Ltd. and SKS Micro Finance. Thanks
ReplyDeleteAlready expressed my positive view on ENIL . Not tracking SKS
DeleteSuperb effort by you sir... Because of people like you small investors are able to see their portfolio in green with hefty returns.
ReplyDeleteHope your latest pharma pick Godavari and your in-direct suggestion wanbury will show good performance in coming years
If I am not mistaken , promoters of four small/mid size pharma companies - Krebs Biochemicals, Orchid Chemicals,Godavari Drugs and Wanbury - trying their level best to realign business and I hope their efforts will succeed in another 2-3 years . By that time these stocks may give good return to investors with enough patience. But if I post reports about such companies here , from the next week onwards , readers will start to ask for "Why it is not moving " ." Why it came down Rs.1" , " Why there is no update " ..etc etc . These type stocks are not suitable for people like that and hence decided to avoid posting such opportunities here henceforth . There is big opportunities in market ,but that is only for a section of people who are ready to show enough patience.
DeleteBut sir, There are readers who will be ready to invest and keep quiet for the long term. They < (us) are your loyal readers and followers, ... will they not miss these wonderful opportunities if you refrain from posting?
DeleteSir,
DeleteVery interesting list of turn-around candidates......
What about Panacea Bio from same space sir ? Can we hope a turn-around for that one also in similar time frame ??
Thank you for your inputs on these four stocks. But I do see there is promoter pledging in all these 4 pharma stocks you mentioned. Is that not a concern? Kindly advice.
DeleteRegards,
Kumar
from all 4 ...i think krebs is most promising...if any body hv diff view plz share
Deletethe more i read each of your posts , the more i am convinced that long term is the only way of creating wealth
ReplyDeletekumar
I am a proud holder of granules :)
ReplyDeleteDear Sir,
ReplyDeleteShare ur view on IL&FS Investment Managers.
Regards,
VP is not tracking il&fs investment..check resent reply to others
DeleteSorry not tracking it
DeleteDear VP Sir,
ReplyDeleteSir from you and this blog I transformed myself from a trader to INVESTOR...Now i can proudly say that Yesss I am an INVESTOR.
Sir now buy business not stocks...i hold them patiently without worrying for short term fluctuations.
Sir I am holding SKM EGG PRODUCTS for a long term horizon and hoping same returns like Granules....as the management of SKM is excellent.Sir in recent fallout i accumulated SKM again and hoping for better returns.
Thanks Sir....!!!
TANUJ SINGH
Please guide about the long term prospects of Orient Green Power Co.
ReplyDeleteNot tracking Orient Green Power
Deletevp , sir I heartly told u after reading ur blog , i knowing the real sense of conviction and investment. After, Sri ,Ramesh Damni, Sir you r the only person who sensebly educate and aware the retail investor . I like to salute u on your sociable ecnomic response. I never fofget it thanks a lot & God Bless you
ReplyDeleteDear Sir.. Can ur past recommendation, V2 Retail be purchased at current prices or should one wait for it to correct further?
ReplyDeleteDear
DeletePractically It is difficult to express opinion about any stock on each move in its price. Try to utilise the shared information , additional info available from various sources obtained through own home work ..etc to assign a value to each stock based on one's own risk profile . If stock came down below that rate , buy it and closely watch the developments in company and take further decisions accordingly .This is the only practical method :)
Sir,
ReplyDeletePls post my comment so I can share my thoughts and feelings to VP readers.
This stock I started looking in 2012 after VP reco and added around 150. It was so convincing that I didn't even sell a single share when it went down to 100 levels due to market sentiments as the company was declaring excellent results.
The icing of the cake was the Ajitomoto JV which will go on stream for products with high margin.
Exciting days ahead when JV will add more flavour to this company alongwith the FD and earlier acquisition done in past.
This stock will show more flying colours and its heartening when your conviction stocks makes such highs.
Thanks VP for this wonderful pick and I am looking to see if similar story can unfold in any other exciting company or biz.
Kudos to you sir.. Take a bow.
Sir, ur view on bal pharma?
ReplyDeleteUr view on lumax automative systems?
ReplyDeleteTracking only Lumax Auto Technologies from this group
DeleteYour view on IL&FS transport.
ReplyDeleteSeems not bad , but strictly tracking only IL&FS Engineering
DeleteDear sir because of your guidance it become 7 bagger for me thank you
ReplyDeleteEnjoy the fruits of your Conviction and Patience :))
DeleteSir, for clarification about company's future planning, debt etc. whom we have to ask, I mean directly by phone or E-mail to MD or company secretary or some one else.
ReplyDeleteTry to contacts with CS or concerned person in finance dept , try to participate in AGM's
DeleteSir u track excel industries n aimco but u don't track excel crop care ..why so ??
ReplyDeleteNot Excel Cropcare alone , but many other cos too due to practical difficulties to accommodate every listed cos
DeleteDear Sir,
ReplyDeletewhat is your view on Selan Exploration, oil exploration company and down now.Appears sound management, strong balance sheet and returns on capital, contra bet..one day oil price will go up..once supply gut abates..
One person belongs to Promoter group is continuously selling in open market and 7.5 lakhs shares still held by her
DeleteDear Sir,
ReplyDeleteshould i increase my holdings in polyflex and Hind tin works considering the correction they have shown recently?
Thank you.
In case of Hind Tin , Price is not moving which is a fact but I am not aware of any negative happened in this company post recommendation.
DeleteIn case of Polyplex , in an effort to reduce debt company is now selling one plant .You may wait till the impact is known
Hi Vp Sir,
ReplyDeleteLike Granuels, your another pick Camlin fine sciences has grown tremendously. What is your opinion on the same? I feel it will become a 100 bagger for your recommended price in few years.
Regards,
Satti
Adjusted to stock split , Camlin Fine already turned as a 15 bagger
DeleteDear Sir, can start buying NITCO LTD. Now? Need your Approval. . Please Reply.
ReplyDeleteLet some clarity emerge on their CDR implementation which delayed
DeleteV P Sir ,
ReplyDeleteyou have not mentioned your earlier reco. KOPRAN while ref. the names of
WANBURY , GODAVARI , ORCHID & KREBS .
Sir which one is worth buy for long term investor in above 5 names ?
ra2g .
Kopran is an already suggested one and it is already a profit making company . we can count it as a turnaround case.
DeleteDear vp sir
ReplyDeleteI have bought 2000 share of amarraja batteries ltd at 8 rs what can i do hold or sell please ans me
If you are holding Amara Raja @ Rs.8 , you must have bought it at least in 2009 ( Adjusted to stock split) . A person tracking a company for past 6 six years should not seek opinion from others but must be in a position to advice others in case of that particular company. :)
DeleteVP Sir,
ReplyDeleteWhat's ur view on Kitex garments?
Do you see it as a long term compounding story like Page industry?
Thanks,
Rushil
Not tracking it
DeleteDear Sir,
ReplyDeleteI have 25 shares of Gillette india.please suggest can i continious hold the same or sell.
regards
Hold Gillette
DeleteThank you sir, got clarify abt NITCO. I appreciate your prompt reply.
ReplyDeleteThanks for recommending SKM Egg.
ReplyDeleteAs I was going thru the Dec14 Qtr results posted on companies website the YTD Net Profit stood at 17 Cr Vs 3 Cr Previous Year (up +450%) and with export to Russia started it seems this company would post the best result in its entire journey. Is there a way to find out how much advance tax they must have paid (if any) to assess possible fiscal profit.
Thanks for recommending this Gem Sir.
The real benefit of Russian business will be visible once company expand its capacity
DeleteHello VP sir
ReplyDeletePlease give comments on rasoya protein ltd
Not tracking
DeleteDear Sir, My queries for ACP are not appearing on your blog. Kindly comment.
ReplyDeleteAlready mentioned many time in the past - Only least priority for questions from Anonymous
DeleteHello vp sir
ReplyDeleteI m silent follower of yours for last year one.
Thanks for all ur great picks..
Can u advice whether we can buy arrow coat on cmp Or any other stock in which u believe most potential from your stock basket.
Stock recommended @ Rs.12 . Nor suggesting for fresh entry for average risk taker at CMP.
DeleteGreetings Dear Sir,
DeleteStock recommended @ Rs.12 . Nor suggesting for fresh entry for average risk taker at CMP.
Kindly clarify it is Not or Now , if it is Not then is it Hold or sell.
Dear VP Sir,
DeleteI am awaiting your confirmation, & posting on blog & Facebook, kindly comment on ACP whether it is temporary fall.Rgds
Dear VPji, I recently read in another blog that I follow that the following disclaimer was mentioned - Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations” - If this clarification is indeed correct (and please confirm), then our worst fears of you discontinuing this blog after May will be put to rest.
ReplyDeleteYes, as per latest clarification , for expressing opinion in public media Registration is NOT mandatory.
DeleteHello VP,
ReplyDeleteCan Persistent Systems be bought at CMP?
Thanks,
Tushar
Adjusted to bonus , Persistent gained more than 150 %. One can hold , not suggesting for fresh entry.
DeleteHi VP sir,
ReplyDeleteI have canfin homes at 450 rs
Atul auto at 143 rs after the split
bilcare at 70 rs
Fluidomat at 200 rs
Suprajit at 50 rs
Suven at 160 rs
Now I know you recommended these stock at throughaway price but as per conviction for next 3 years I am holding them from above mentioned prices just need a advice whether I can book profit in any one or two stock and invest in existing portfolio stock which have real value unlocking or keep silent
Bilcare is a stock suggested at higher price than CMP. I personally expressed my opinion to everyone send emails to me as per my request after the accounting issue came to light
DeleteNot tracking Suprajit and Suven
sir ur current view on rolta india and srikalahasti pipes(lanco industries)
ReplyDeleteRolta is a stock I am not strictly tracking . Lanco industries already appreciated more than 100 % from suggested price .
DeleteHi VP Sir, Is it worth buying Heritage foods for long term at CMP for medium risk investors. Thanks
ReplyDeleteConsidering the bonus issue , stock already returned more than 100 % , not suggesting fresh entry till some decision on its retail division.
Deletehello sir ; started reading your blog from last 1 month. very much impressed deeply by your wisdom and knowledge about the stock market stocks. sir kindly guide me for fresh investment in skm egg product and samkg piston. i usually like to hold a shares for long term. thnx. regards himanshu. god bless.
ReplyDeleteBoth stocks are at attractive price for long term investors.
DeleteSir,
ReplyDeleteIs it right time to buy one of your earlier recommendation 'Sika Interplant systems'.It has been doing expansion and is getting orders recently.Also the aerospace and defence sector is reviving.
It is an already suggested stock at much lower level
Deletesir,
ReplyDeletekindly advice about Dharamsi Morarji Chemical
Thanks
Not tracking it
Deleteshall i take HEG at current price
ReplyDeleteGood company but sector should revive
DeleteGreat news. Really happy to hear this :) :)
ReplyDeleteHello sir ,I m follower of yours since 2010
ReplyDeleteThanks for ur reco.Can u advice whether i can buy jagsonpal pharm on cmp
Not tracking it
DeleteDear VP Sir,
ReplyDeleteThank you for your valuable time and helping investors through this blog.
Would like your help on assessing Natco Pharma, I have bought it on a average of Rs 1950 for 20 Shares. Could you guide me what should i do for the future prospectus. Kindly suggest on d same & give me your valuable suggestion & also could you guide me if I can buy more share of the same on decline if such. Thanks in advance for your help VP Sir.
Sorry , not tracking Natco
DeleteHi VP,
ReplyDeleteYour views on AXISCADES Engg & Stampede Capital.,
Positive on Axis Cades
DeleteConsidering the history of the promoters of Stampede capital - no comments.
Dear sir, need your views on THIRUMALAI. Please revert.
ReplyDeleteDear sir,
ReplyDeletePlease provide your views on Astra microwave products.
Thanks