Kaveri Seed Company initially recommended @ Rs.272 ,which hits its life time high Yesterday. Post recommendation company splitted its face value to Rs.2 from Rs.10 and issued 5 shares for every 1 share . Adjusted to this stock split , an amount of Rs.272 invested in 2010 appreciated to Rs.5385 so far . Now suggesting to take some more profit from it by selling another 20 % of your original holding and keep the remaining.
For initial Recommendation Click HERE
For initial Recommendation Click HERE
Hi, ur view on Waterbase and Dynamic industries?
ReplyDeleteNot tracking both companies
DeleteHello Sir,
ReplyDeletePlease share your views on United Spirits.
Thanks in advance
Not tracking it
DeleteDear VP Sir,
ReplyDeleteHappy Ugadi (Telugu & Kannada new year day) to you and all followers of your blogspot.
Thanks and same to everyone.
DeleteDear Sir,
ReplyDeleteYour views on "Provogue India" please.
Thanks
Not tracking it
DeleteSir Anil Ltd and Camphor and Allied Products have to come investible levels .. What's your view on your earlier recommendations ??
ReplyDeleteSir Recommend a FnO stock . I want to see what will be the impact on the stock price ?
Regards
Some reports indicating lot of damages to various crops due to untimely rain in this season. This my impact the raw material cost of companies like Anil .So , better to take a decision after studying the impact of this.
DeleteTesting me or market will not give any merit to you
Sir your had written in NATH BIO recommendation that
ReplyDelete"Camson Biotech is another listed company from this space .If Nath’s corporate governance is bad ,the same of Camson may be called as ‘worse’ .". Do you still have same opinion about camson?
I am not strictly tracking Camson. Recently some institutions took sizable stake in Camson which may positively influence the corporate governance standards
DeleteReally great pick👍👍
ReplyDeleteDear sir PG Foils is it worth investing tks
ReplyDeleteNot tracking PG Foils
DeleteSir apart from market correction , is there any fundamental reason for Aimco's fall ?
ReplyDeleteAimco is now increasing its authorized capital .There may be some plans for fund raising . Investors may bother about expansion in equity, but we can reach conclusion only when the details of the utilization of this fund is explained by the Co.
DeleteDear Sir,
ReplyDeleteRecently in your response to one of viewer's question, you mentioned that the real benefit of Russian export will be visible after expansion in case of SKM egg. Shall be grateful if you can elaborate on whether with expansion, the debt will also increase and will it have short term negative impact Best Regards,
Company is generating good cash , then why it need to depend too much on debt ?
DeleteSir I read that you wrote Skm egg product will expand and may be they will try to enter in US market..but in an interview dated 2nd feb 2015 the company MD mentioned in one of the ans that U.S. is self sufficient in this product...does it bother your outlook in anyway?
ReplyDeleteWhat I mean is , company is now competing with US companies in Japan and succeeded there because of its high quality standards , and indicated , since company is cost competitive with high quality it can even explore many untapped markets once it hike production capacity . I never counted US market while mentioning my outlook .
DeleteDear VP Sir, the following is the details of export to Japan
ReplyDeleteEGG ALBUMEN POWDER-HIGH GEL 1200(SHIPMENT UNDER SPECIAL FOCUSPRODUCT SCHEME) Japan Tuticorin Sea KGS 23,750 19,536,446
18-Mar-2015 35021100 EGG ALBUMEN POWDER-HIGH GEL 1200(SHIPMENT UNDER SPECIAL FOCUS PRODUCT SCHEME) Japan Tuticorin Sea KGS 13,050 10,646,699
18-Mar-2015 35021100 EGG ALBUMEN POWDER-HIGH GEL 1200(SHIPMENT UNDER SPECIAL FOCUS PRODUCT SCHEME) Japan Tuticorin Sea KGS 10,700 8,729,476
The details are available in www.zauba.com. The export would have done by SKM. The value of the shipment is in crores. It is really surprising that the market did not take in to account of the massive shipments
There is no surprise in it . When market mood change , majority of investors will loose their ability to look beyond few days or weeks. .Lot of our investors are investing in market and not in companies or businesses .Better to remember the opinion of Investment legend Warren Buffett
Delete“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years.”
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.”
“If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes”
Majority of our market participants will claim as "Investors" but in reality they are only "Positional Traders" ,thats is way only a minority is succeeding here.
Wonderful reply VP Sir.... Traders read your blog s and invest heavily. That's the reason most of the stocks hit UC after your recommendation....
DeleteBut don't worry, we get in after the traders book their profit.... Happy to hold on to SKM.
Another VP pick
ReplyDeleteDear VP,
ReplyDeleteIn your view which the most promising names in mid/small cap pharma names (Excluding turnaround cases mentioned above)
Regards,
Shivendra
Torrent Pharma is good one.
DeleteDear Sir, Really appreciate on your suggestion on SKM. I am one of the beneficiary of your recommendation. since SKM started sales in Russia, what is your view on this quarter result?
ReplyDeleteMy expectation is always based on realities. I don't think it is a stock for few quarters but for more years . Russian export has just started and I am not expecting any miracles on this account in short term. But this is one big positive in the history of company and the full potential will be there once company increases its production capacity. Even excluding any contribution from Russian business , I believe at current price it is an attractive buy for long term 'INVESTORS'
Deletecongradulations to kaveri seed share holders...........enjoy the profit ha ha ha ha god blesh you all...............
ReplyDeletethank you vp sir......for made riched to retail investors.........
is ajanta pharma worth buying at current levels
ReplyDeleteSorry , not tracking it
Deletehello sir what view your old recommendation of long term about Bajaj Hindusthan. m holding 1000q at avrg price 24.. what do you think this is good for long, ,,,
ReplyDeleteSugar - as a sector is not a compelling buy at this point
DeleteVP Sir,
ReplyDeleteWhats ur view on Amtek India?? I am holding a large quantity of this share ..
Buy price is 70 Rs CMP 41.. Holding 10000 Shares.. share ur views on this stock..
Not tracking any companies from Amtek Group
DeleteDear VP,
ReplyDeleteApologies in advance as I would be posting this comment as Annonymous as I'm having some trouble with my Google account. Anyway, I hope you might read this and you might have the time to answer this. My question is not about any company. I do not seek any recommendation from you.
My question to you is - How do you keep track of so many companies (which you have already recommended), study new companies that are already on your radar and at the same time keep a firm grip on the outlook of different sectors? The reason I ask this is because I have been tracking only 5 companies in my portfolio and 2 companies on my radar. And that itself takes up a whole lot of time. I have been doing this for the past 1 year or so. Plus I occasionally get caught up in the noise/hype around a particular scrip and get quite restless thinking I am missing out on a good opportunity there. It can be quite messy ( tracking and studying). How do you manage to stay on top of this?
Would love to hear some words from you out of your own experience.
P.S If you choose to not answer this since this is an Anonymous post, please take the post as a compliment because your this ability is far more impressive for me.. :) Cheers !!!
Regards,
Tanmay
How many companies one holding in a portfolio is solely depends on one's risk profile . If you are fully convinced in few companies , there is nothing wrong in keeping a concentrated portfolio ( Since I am posting my views in a publicly available forum I can say something suitable for average risk takers and take my stock suggestions in that sense )
DeleteOur own conviction is most important and we should practice to avoid unnecessary voice and opinion and take a decision with a balanced mind. If you look at Business Channels in these days you can see only the analysts predicting negatives about market and individual stocks. The same analysts may have suggested to buy same stock two weeks back about 20-30 % higher which he now suggesting to sell even though there is no negative business change happened in the company in last two weeks. If the market move up continuously for 2-3 days these same people will change opinion or another set of analysts appear and suggest to buy even above 20 or 30 % of current rate .This is common in market and part of this field. What one should do is , Study the companies maximum and generate conviction . Give less priority to day to day price movement and concentrate more on business and companies. Avoid buying stocks using leveraged funds . If someone is dancing purely on other's opinion ( including mine ) without generating own conviction , we can't survive here beyond one bear phase .Nothing wrong in hearing opinion but we should develop a skill to reach balanced conclusions and act accordingly.
Awesome Views Sir. I think this is the difference between an Investor and Great Investor.
DeleteReqeust your views on UFLEX & ESSEL PROPACK please. UFLEX is sliding day by day.
ReplyDeleteNot positive on Uflex, not strictly tracking Essel Propack
DeleteAny idea about the business of KSE...if you are tracking this company it has clean balance sheet, dividend paying..I am unable to find nything else about this...if possible pls guide where and how to create outlook for this company..I mean there is not so much information..
ReplyDeleteNot tracking it
DeleteSir, you and KSE both from Kerala...!!
DeleteIs there anything negative about the company/ promoter group?
Dear Sir,
ReplyDeleteKindly share your views on Talbros auto at CMP.... Regards
Sir, 1 question for Capital First. I read about it the following:
ReplyDelete"Capital First Ltd has informed BSE that the Capital Raising Committee (the "Committee") of the Board of Directors of the Company at its meeting held on March 19, 2015 has decided to open the Issue to be undertaken in accordance with the provisions of Chapter VIII of the ICDR Regulations.
Further the Company has informed that, the floor price in respect of the Issue, based on the pricing formula as prescribed under Regulation 85 of the ICDR Regulations is Rs. 409.90/- per equity share of the Company, and the relevant date for this purpose, in terms of Regulation 81(c) (i) of the ICDR Regulations, is March 19, 2015."
Can you please explain in simple language what this means, Also is it good or bad for the investors.
I think , it is self explanatory . For more idea about it , refer another announcement company filed today
DeleteSir,
ReplyDeleteAny negative news on V2 retail, because it did not break 39 from nov 2014, but suddenly it breaks and going down now. Your advice is needed.
Not aware of any negative news
DeleteSir , I asked you many times and asking you again ,.your views on kopran and dion please ? Is it a good buy for extreme long term for next 7 to 10 years ? Thanks. Regards.
ReplyDeleteMany times replied about same companies.
DeleteDear Sir, is smthin wrong with NATH bio or its a market trend?Please reply
ReplyDeleteNot seriously , but need to see any impact due to untimely rain in this season
Deletesir your view on the recently concluded inox wind ipo if you have studied it.
ReplyDeleteSorry, not studied
DeleteHi VPji,
ReplyDeleteI have one query regarding SKM egg products. SKM has many positives as you pointed out. First mover advantage, quality management, huge opportunity size, unexplored market, entry barrier. Do you foresee any upsets regarding regulatory issues. Since SKM revenue comes from the export, every country thinks about indigenous industry growth, whether japan, EU or Russia for this matter. Will this regulatory concern overhang on SKM share ever?? Anyday they can stop importing the products, Any day they can increase the duties. Please share your views.
Regards,
chetan Biluve
Every countries including India having business treaties with other countries. No country can ban import of everything in a fine morning and ask their Citizens to use self made products. Lower cost is an important advantage for India in Egg powder business. If your way of thinking is like this , in which company you will invest. Can we invest in Pharma,IT ..etc. If foreign cos ban export of raw materials or machine parts to India , can we invest even in Power or Steel companies ?
DeleteSir,
ReplyDeleteAny updates on ur old pick Seamec post new promoters taking over ?
Thanks
Not tracking after change in ownership
DeleteDear sir
ReplyDeleteI am holding Jain irrigation from last one year and some how believes that this is a good company to hold on considering its futuristic business.
I want to add more to it.but continuous decline in share price add some doubt in my mind.
Request you to please share your views.
Regards
Upendra Bhardwaj
The entire Industry is facing some challenges and I explained it many times in the past
DeleteSir godavari drug is falling and falling from 77 levels to 49.i m holding a lot .is there any badnenews. Can I average
ReplyDeleteI don't think there is any negative on its business side. This is one stock quoted below rs.10 for more than 10 years and current fall may be due to the exit of someone stuck in it for a long time. General correction in market may also fuel this fall.
DeleteSir trying to post my query from many days. Not able to pass through.
ReplyDeleteRespected Sir,
Request you to share your comments on amines plasticisers. Has anything affected negatively post your recommendation. Volume has also been very low post the split. Appreciate your feedback.
Thanks,
Rahul Juneja.
Not sure why you are asking this . Adjusted to stock split in 5:1 ratio post recommendation , stock is still above almost 50 % from recommended level.
DeleteRespected Sir, can I start accumulating GEI INDUSTRIAL keeping nuclear deal in view? Please reply.
ReplyDeleteIt is in a mess, I prefer Patels Airtemp
DeleteDear vpji,
ReplyDeleteI would like to know your views regarding somi conveyor. is there any first mover advantage in investing in it due to copletion of coal auction process and as it is only listed company in that space.Present working donot reflect any compelling buy .Sir if you are not tracking it then it is due to any doubt on promoter quality or youdonot see any scale up capacity.
Not tracking it
DeleteSir,
ReplyDeleteI need your advice on Kaveri Seeds. I'm planning to sell 50% shares in Strides Arcolab and invest in Kaveri Seeds. Is it a wise move to do so?