tag:blogger.com,1999:blog-4508227071348714274.post4998322301185566947..comments2024-03-25T16:03:20.973+05:30Comments on VALUE PICK FROM INDIAN STOCK MARKETS: Five Steps of a BubbleVALUEPICKhttp://www.blogger.com/profile/11796623051493581545noreply@blogger.comBlogger79125tag:blogger.com,1999:blog-4508227071348714274.post-69576161847247668082018-01-22T12:16:18.364+05:302018-01-22T12:16:18.364+05:30hai sir,
sheela foams your view plz hai sir,<br /><br />sheela foams your view plz saleemhttps://www.blogger.com/profile/07802155189244230138noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-41123888314196465022018-01-21T20:29:43.066+05:302018-01-21T20:29:43.066+05:30No need to study security analysis and all other t...No need to study security analysis and all other thick books.all your comments are teaching us fundamentals .thanks a lot sir<br />Anonymoushttps://www.blogger.com/profile/05679353911158305459noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-12503600111416553372018-01-20T20:28:34.482+05:302018-01-20T20:28:34.482+05:30VP sir your views on Yuken and Intrasoft Terchnol...VP sir your views on Yuken and Intrasoft Terchnology please.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-8756296545078147702018-01-20T11:03:21.032+05:302018-01-20T11:03:21.032+05:30Sir DO you track Samrat Pharma.Read your views on ...Sir DO you track Samrat Pharma.Read your views on Danlaw Tech which provides good information.<br />thanks<br />Regards<br />PradeepKapoorpradeephttps://www.blogger.com/profile/14355943368455895443noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-36630461953755760252018-01-20T10:43:27.437+05:302018-01-20T10:43:27.437+05:30Not tracking GMRNot tracking GMRVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-32366397999564396242018-01-20T10:42:59.055+05:302018-01-20T10:42:59.055+05:30Seems fully values as of now based on current size...Seems fully values as of now based on current size of operations.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-52528969400134329702018-01-20T10:42:11.628+05:302018-01-20T10:42:11.628+05:30As a company , decent one .May be a compounding t...As a company , decent one .May be a compounding type for investmentVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-51561050872475114752018-01-20T10:41:04.010+05:302018-01-20T10:41:04.010+05:30Not trackingNot trackingVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-31706900586124255792018-01-20T10:40:02.972+05:302018-01-20T10:40:02.972+05:30Ess Dee - explained above
Subex- Considering the ...Ess Dee - explained above<br /><br />Subex- Considering the excess floating stock expecting range bound movement unless there is some corporate developments.<br /><br />Virinchi - Prefer to hold<br /><br />EPC - Waiting to see the impact of production from new unit.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-68378353525088544452018-01-20T10:37:51.629+05:302018-01-20T10:37:51.629+05:30Not tracking itNot tracking itVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-50586050752336555662018-01-20T10:37:05.128+05:302018-01-20T10:37:05.128+05:30Please go through the below links and take a call ...Please go through the below links and take a call based on your risk profile<br />http://www.moneylife.in/article/pincon-spirits-admits-arrest-of-its-chairman-monoranjan-roy-but-mum-on-why-it-failed-to-update-the-exchanges/52135.html<br /><br />https://timesofindia.indiatimes.com/business/india-business/sebi-orders-forensic-audit-of-pincon-spirit/articleshow/62178276.cms<br /><br /><br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-69765735282028829072018-01-20T10:35:40.079+05:302018-01-20T10:35:40.079+05:30Sorry , not tracking above companiesSorry , not tracking above companiesVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-41071024480319148002018-01-20T10:34:08.755+05:302018-01-20T10:34:08.755+05:30Since there is no clarity in ED related issues , s...Since there is no clarity in ED related issues , stop tracking it.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-17218827474381925772018-01-20T10:33:24.107+05:302018-01-20T10:33:24.107+05:30No change in previous opinionNo change in previous opinionVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-28492099108947028782018-01-20T10:32:46.258+05:302018-01-20T10:32:46.258+05:30Tracking only Moldtek. A good company , one should...Tracking only Moldtek. A good company , one should keep tracking the price trend of raw materil VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-30149950605512055122018-01-20T10:31:35.335+05:302018-01-20T10:31:35.335+05:30As of now not tracking GVSAs of now not tracking GVSVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-8585273595299445992018-01-20T10:28:51.707+05:302018-01-20T10:28:51.707+05:30Thanks and belated wishesThanks and belated wishesVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-33747247204199007162018-01-20T10:27:42.437+05:302018-01-20T10:27:42.437+05:30Precision electronics not showing any consistency ...Precision electronics not showing any consistency which is a concern.<br /><br />Prefer to hold the rest , for risk takers.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-15589889885893794532018-01-20T10:25:59.775+05:302018-01-20T10:25:59.775+05:30Dear
I don't know on the basis of what you ...Dear <br /><br />I don't know on the basis of what you invested in ESS Dee if you invested in last two years. If you invested in this company on expectation of restarting of plants ,it is not happened so far and hence it is not the time to sell and on the other side if you put your money in Market just for few bucks in short term It may be the time to sell and exit. :)VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-14957216586022936252018-01-20T10:21:06.276+05:302018-01-20T10:21:06.276+05:30Thanks and belated wishesThanks and belated wishesVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-27217920844063147672018-01-20T10:20:20.967+05:302018-01-20T10:20:20.967+05:30Sorry Not tracking any stocksSorry Not tracking any stocksVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-74204929482122413422018-01-20T10:19:45.983+05:302018-01-20T10:19:45.983+05:30Dear
I started writing this blog few years back ...Dear <br /><br />I started writing this blog few years back just to spread a message - 'Investing in Companies' and their business and not in Stock market.<br /><br />Just shared few thoughts all these years to my friends to avoid mistakes which myself committed years back when I first came to market during my collage days. I have no wishes to become the King of stock market or become popular but prefer to stay among one among you and believe peace of mind is above all .All these years I have committed lot of mistakes and given suggestions of stocks which eventually resulted in loss due to my miscalculation of facts or events . But I never tried to mislead my readers for my personal gain .Heared lot of curse in case of stocks like SKM, MIC, Pioneer..etc all these years and still it is continuing . I think it is part of life and no complaints about it. But I have a small request to investors . From an investment point of view, any stock is a good investment only at a fair price and not at any price. So before buying any stock one should study well and take pain to understand the business and its worth.Don't buy any stock only because the next man buying it but analyse whether the same is suitable for us based on our investment philosophy .<br /><br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-36330220219289663792018-01-20T09:59:13.666+05:302018-01-20T09:59:13.666+05:30Hold , except for low risk takersHold , except for low risk takersVALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-25955288690290355102018-01-20T09:54:27.736+05:302018-01-20T09:54:27.736+05:30What is interesting in this company is their conne...What is interesting in this company is their connection with an upcoming disruptive technology (Connected cars) . Though the usage of this technology is at nascent stage even in developed countries at present, it is expected to catch up very fast from hereon. Usage of this technology extents from simple form of GPS fitted vehicles to complex form of Driver less cars. One company named Danlaw Inc ( privately owned by promoters of this listed company ) is an important player in this technology in USA. As we are aware Airbag will be mandatory for vehicles in India in near future. Like this, I believe GPS will be mandatory at least for public transport vehicles in future. This will open up a very big opportunity for companies like Danlaw. I hope, if promoter is really interested to create wealth through this listed entity there is enormous opportunity in coming years. In addition to that, data loggers (https://www.danlawinc.com/datalogger-3-2/)<br />are expected to play an important role in vehicle insurance business. In nutshell I believe there is large scope for their business but as regards to listed entity’s future everything depends on promoter’s integrity (whether he will do the business through listed entity or private company in India ) .<br /><br />If anybody is interested to know more about it, go through the below links:<br /><br />http://www.wsj.com/video/the-connected-car-and-the-future-of-transportation/BA4E5463-D589-444C-8E9F-14C9B4C9308A.html<br /><br />https://www.youtube.com/watch?v=Zuf2VNWGMnY<br /><br />https://www.youtube.com/watch?v=sdFlqfpv41s<br /><br />https://www.accenture.com/in-en/insight-connected-vehicle<br /><br /><br />https://www.youtube.com/watch?v=kvjyaDpv7pA<br /><br />http://www.gdnonline.com/Details/303339/Kia-to-adopt-connected-car-tech-for-all-cars<br /><br />https://www.youtube.com/watch?v=o0BUodHMJBI<br /><br />https://www.youtube.com/watch?v=3AbCFEBN960<br /><br />https://www.prnewswire.com/news-releases/danlaw-becomes-a-siemens-plm-solution-partner-300488007.html<br /><br /><br />https://www.businesswire.com/news/home/20170518005743/en/Usage-Based-Insurance-Global-Market-Grew-32-2016<br /><br /><br />Above views are purely personnel and not a buy recommendation. Just intended for study purpose for those with some academic interest.<br /><br /><br /><br /><br /><br /><br /><br /><br /><br /><br />VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.comtag:blogger.com,1999:blog-4508227071348714274.post-20847721225959552802018-01-20T08:39:09.389+05:302018-01-20T08:39:09.389+05:30Though the company having USFDA approved assets an...Though the company having USFDA approved assets and a good pipeline of products ,they could not manage debt trap and currently going through corporate insolvency proceedings . Considering their assets, I believe there may be many takers for Orchid . But the real issue is, at what terms and conditions (regarding its capital structure) the deal will happen . We cant say at this point whether it will happen positively for minority share holders or something will happen against the interest of share holders (as in the case of Dalmia Bharat's take over of Murli Indutries)is a big question.VALUEPICKhttps://www.blogger.com/profile/11796623051493581545noreply@blogger.com