Saturday, May 30, 2015

RESULT UPDATE - DTIL

DHUNSERI TEA & INDUSTRIES

DTIL has reported excellent result for FY15. It is not comparable with previous year because it is first yearly result after demerger from DPL. Q4 results are in line with expectation due to seasonal nature business and drought in Kenya . Board has recommended 75 % dividend for FY15 which is best in industry. Stock price depends upon dividend percentage and it is trading at steep discount to its peers.


All parameters like small equity base, FV- 10, high book value and high % dividend  are making it compelling buy and there are chances of sharp
 price appreciation.

It is recommended to buy, add and hold for longer term. 

238 comments:

  1. Great annual results. Thanks for the update. Now with results of all your 4 recommendations out, should we invest more in these 4 or wait for a new recommendation and then decide.

    ReplyDelete
    Replies
    1. Number of stocks should be less in portfolio and quantity of shares should be more to get maximum return. I don't no your portfolio but still think that you can add more. Initially new investor have less confidence due to this reason not able to get sufficient quantity and when stock start moving up it is difficult for him to catch.

      Delete
  2. This comment has been removed by the author.

    ReplyDelete
  3. Mam what's the book value comes out of DTIL as on date?

    ReplyDelete
    Replies
    1. Assets are evaluated by Ernest & Young. Book value will be around 600 per share. Exact figure can be known from annual report.

      Delete
  4. Can I buy at current price or wait for correction

    ReplyDelete
    Replies
    1. If you have not bought it around 200 or 220 than you can never buy it. I have recommended it at 200 in Feb. and it was trading around it for several month.

      Delete
  5. Pls share your views on SMS Pharmaceuticals Limited (SMSPL) is it a good buy at CMP

    ReplyDelete
  6. It was good share to buy below 200, now it is trading 550+

    ReplyDelete
  7. Mam I have skm egg products & pfrl in my portfolio plz suggest me future prospects of both companies.

    ReplyDelete
  8. Hi Mam, I am in huge loses in few scrips gmr,Jain irrigation,vikram thermo, Munjal auto. Can I hold or exit? Please advice mam.

    ReplyDelete
    Replies
    1. It looks like you have bought Vikram and Munjal auto at their life time high price. Now these stocks are in consolidation phase and it will take some time to cross your buying price. Other two stocks will pick up only when infra sector start moving.

      Option 2.

      If you can sell complete holding of above stocks and buy DTIL, JK Agri and Waterbase at current price than there is chance of quick recovery of your loss. 70% chances are in favor and 30% in opposite side, you have take final decision because it is your money.

      Delete
    2. Thanks a lot Mam for your valuable advice. God bless you !

      Delete
  9. Madam

    Thanks lot for timely advice to buy DTIL at 205. Definitely it is going to become multibagger stock. Please advise to swap JK Agri with DTIL

    ReplyDelete
    Replies
    1. You can wait for Q1 result of JK Agri than decide the next step.

      Delete
  10. Mr.Saurabh Sawhney - I can not recommend any stock or give comment on it if I am not feeling comfortable with its growth or major risk involved with it, even though I hold some stocks.

    One wrong message can spoil future of the thousands of new investors. This blog is not for creating any speculation or hype in any stock for personal gain. All stocks recommended on it are having solid fundamental and good future growth. The new investors can buy it with full confidence and get multiple gain in long term without any risk.

    ReplyDelete
  11. Hi mam,
    Even after reporting so good results, why this stock don't wants to move up??

    ReplyDelete
  12. It will start moving from August. Q2 is main tea crop season and dividend payout time. Q4 is the weakest for all tea producing companies.

    ReplyDelete
  13. mam, i want to invest Rs 2 laks in nandan denim. should i wait for some more correction or can i go ahead with this price.

    ReplyDelete
    Replies
    1. Investment in any stock should be in three / four phases. Initially you can invest 25% and wait for some correction in the market. It need patience to hold the cash in our DP A/c. Once we make our mind to buy any stock the we feel that this stock will never come down or we rush to buy at our maximum capacity. But we find 90% it went wrong and only 10 % chance goes right.

      Delete
    2. its true mam. It is very difficult to hold our money without investing in the market. Thanks for your advice.

      Delete
  14. Hi Dolly what happened stock tumbled like anything pls advice what to do ...

    ReplyDelete
    Replies
    1. It has given you another chance to enter but after Q2 results it will be difficult to buy on this price again.

      Delete
  15. Hi Mam, I know that you have offloaded Hawkins for whatsoever reasons. I am holding this around 2900 avg. price. I really appreciate your feedback on what should my course of action on this. I am aware of some of its current issues like no topline improvement, less clarity/visibility of growth, stiff competition etc. But really looking forward for your opinion.

    ReplyDelete
    Replies
    1. 1 Management issues
      2 Its product market become extremely competitive.
      3 It was safe to book profit on peak before all issues become public.

      Delete
  16. What is ur view on MPL plastics

    ReplyDelete
  17. Hi Mam, I need your views on sun pharma advanced research company, lycos internet and Izmo

    ReplyDelete
    Replies
    1. Sun pharma advance is very good company. Stock price is doubled in last six months. There several molecules are in final stage of trail, generally it took 6 - 7 years to launch any drug into regulated market and once product start coming into market than it will find real value similar to other research cos.

      Other two stocks not tracked.

      Delete
    2. thx a lot for ur help

      Delete
    3. mam, did u invest in lycos internet?.....der r ppl talkin abt u investin in lycos internet on moneycontrol

      http://mmb.moneycontrol.com/stock-message-forum/lycosinternet/comments/141036

      Delete
  18. Hi Mam, Arrow texttiles is showing yoy consistent growth in sales and profits. Also debt to equity is less than 1. opm and npm is quite reasonable. But I am not understanding why this price is very less and also declaining since few days. Based on above parameters, I have few holdings in this. Can you please throw some light on this? Can I hold or exit? Appreciated your help.

    ReplyDelete
  19. Promoters never given any dividend to the share holders. If they start sharing profit than stock price will go up and remain stable.

    ReplyDelete
  20. Got it Mam, thanks for your response.

    ReplyDelete
  21. Dolly ji, namaskar. What are your views on mirza international, Lloyd electric engg, Finnish filaments, poddar pigments. I have positions in all these stocks. Shall I continue to hold for better returns?

    ReplyDelete
    Replies
    1. Not tracking above stocks but most of the stocks are trading near to life time high so chances of getting multiple gain are less. Better to shift in new turnaround stocks which can easily give higher % gain.

      Delete
    2. Dhanyawad Mam, can you please recommend few new turnaround stocks?

      Delete
  22. mm forging going down daily,should i book profit,my buying price is 240

    ReplyDelete
    Replies
    1. If any stock has reached your set target than it is better to book partial profit and buy again during correction to increase your holding or shift to another stock and never look back

      Delete
  23. mam, why gati is going down day by day. In present sitiuation we can understand that all the shares have been fired. But gati has been continuously in downtrend. Any news mam.

    ReplyDelete
    Replies
    1. Gati has appreciated from 20 to 350 in two years and promoters holding came down has created panic in investors. Company also failed to deliver the market estimated results.

      Delete
  24. mam, I want to know your comments on following stocks----asian granito, jubiliant industries, anu pharma, bal pharma, intellect design arena, four soft, eldeco housing , balaji amines, salzer electronics and aries agro. Please.

    ReplyDelete
  25. Asian, Anuh and salzer are good stocks for long term. other not tracked.

    ReplyDelete
  26. Hi Mam, What is your advice on Nilkamal at current levels.

    ReplyDelete
  27. Hi mam, Please give me your advice on Nilkamal at current levels.

    ReplyDelete
  28. Price of Nilkamal stock has appreciated more than 300% in last 18 months and it is trading near to life time high. It is very good share to hold in portfolio for long term. It has very reputed brand name and control more than 50% market share in molded furniture business. You can enter and add during market corrections.

    ReplyDelete
    Replies
    1. Thank-you very much mam. I appreciate your kind hardheartedness to spend your valuable time for small investors like me who doesn't have any proper guidance. God will bless you more and more.

      Delete
  29. Hello Dolly Madam, I have some decent holdings poddar pigments. Can I continue or shift to any other stock? Please help me.

    ReplyDelete
  30. Hello mam,

    Today Block deal happens in DTIL with in promoters group and around 84000 given to gyan trader, does that shows sign of movement in stock in coming days??

    ReplyDelete
    Replies
    1. Yes, Gyan Traders Limited bought 83,537 shares and Pan Emami Cosmed Limited bought 1,70,000 shares before dividend. The entry of active trader will increase the stock movement. 14% share held by insurance cos and financial institutions as passive investors.

      Delete
  31. Why DTIL is not moving and DPL has almost recovered all losses even when DTIL have better fundamentals?

    ReplyDelete
  32. Hello mam,

    Book value of DTIL is shown as 35 on capital market magazine and even on moneycontrol, but as per discussion earlier you said that book value comes out to be 600 per share...then where's the difference coming?

    ReplyDelete
    Replies
    1. Please refer note # 9 in the financial results FY15. Assets of the company are revaluated by Ernst & Young LLP. as independent valuer. Hopefully it will be updated in annual report.

      Delete
  33. Pan emami cosmed has purchased 3.4 lk shares of DTIL in block deal, Pan emami is a arm of FMCG major emami...wonder why they are investing in DTIL, is it a sign of any takeover deal in future??

    ReplyDelete
  34. Emami promoters are very successful visionary business leaders. Their investment decisions has given exponential gains. It is good sign that Pan Emami has entered at right time at right price.

    ReplyDelete
  35. Today DTIL shown some movement, is it about start it's upward journey or it was due movement in tea sector today?? ( jayshree tea up by 20% & mcleod Russel up by 6%)

    ReplyDelete
    Replies
    1. Yes all above factors like dividend payout, start of tea plucking season and Q1 results has caused movement in tea stocks.

      Delete
  36. Dear dolly ji,

    Madam every stock recommended by you is moving but DTIL is not....please do something so that this stock become multibagger, I'm heavily invested in this stock at a average price above 270. Also let me know what is revised tgt of pocl I hold 15k shares @ Avg price 68 and in what percentage I should start bidding to book profit...I can also hold this stock for 3-5 yrs??

    ReplyDelete
  37. These stocks can give you 300 to 400% return in next 3 to 4 years very easily. Hold it with patience.

    ReplyDelete
  38. Mam what will be your nxt pick.

    ReplyDelete
  39. Mam guide on sahyandri industries itd
    Buy 200 @101

    ReplyDelete
    Replies
    1. Good company with lot of future growth, hold it.

      Delete
    2. Mam guide about izmo buy @65 quantity175

      Delete
  40. Mam guide on usher agro ltd can buy ? when will go up price?

    ReplyDelete
  41. hello dollyji
    did u make any entry in rswm. can i buy this stock

    ReplyDelete
    Replies
    1. I have added some stocks recently but I have bought first lot in 2012-2013. Yes, you can buy it.

      Delete
  42. Mam i am new to the stock market, and i came across your blog 3-4 days back, and entered in to DTIL today@243, since this is the stock which hasnt run up yet. Thanks for your guidance. Hope it does well.

    ReplyDelete
    Replies
    1. Its first tea production season starting from Q2 after listing because in Q1 and Q4 very less tea plucking and maintenance cost is high . It is highest dividend paying company in tea sector and it can give 300 to 400% return in next 3 to 4 years very easily. You can hold it with patience.

      Delete
  43. Mam pleae suggest one stock below 100/- like Nandan Denim.

    ReplyDelete
  44. Dolly,
    Can you pl tell the trend of odyssey tech and Austin eng. Will it give good return in 1year

    ReplyDelete
  45. Austin is good company but no initiative taken by promoters to expand the business. Still you can enter during market correction and get at least 100 % gain in 2 years if any plan came to expand the business than it will definitely multiply your investment by several fold . Other stock not tracking

    ReplyDelete
  46. any update on lycos internet madam

    ReplyDelete
  47. Mam can you please suggest a very penny stock which could give me multi fold returns in the years to come. Thanks

    ReplyDelete
    Replies
    1. mam are you sure about JPVL its under huge debt

      Delete
    2. These are the best penny stocks available. Hold it for 5 years and see the magic. FD in banks will take at least 7 years time to double and still all people believe it without asking single question to bank.

      Both companies having full capabilities to multiply your investment at least 5 times before July 26, 2020.

      Delete
  48. mam i want to pick 2 stocks from your recom,which are good to buy at cmp?

    ReplyDelete
  49. Replies
    1. Jaiprakash Power Ventures Limited

      Delete
    2. Jp power venture ltd

      Delete
  50. Mam, does FCEL= Future Consumer Enterprise and i couldnt find JPVL, Can you please tell me the full name. Thanks.

    ReplyDelete
    Replies
    1. Future Consumer Enterprise and Jaiprakash Power Ventures Limited

      Delete
  51. Hi madam
    What is ur view on ICICI bank holding it for almost a yr now around 340 can i sell it n buy Meghmani Organics at CMP.....holding period will be 3 yr.
    Thank you madam

    ReplyDelete
    Replies
    1. Yes, distribute fund among 3 shares Meghmani, DTIL and Waterbase within 2 years you will be in decent profit.

      Delete
  52. jpvl- jaiprakash power ventures ltd.

    ReplyDelete
    Replies
    1. You are absolutely right. These are the best penny stocks available but holding time is 5 years

      Delete
  53. Mam

    Earlier you told that you are positive on ILandFS Engg,can you plz reply with some positives that you like about this co. & holding period & return. %tage

    ReplyDelete
    Replies
    1. It can show major move only when complete infra sector will move. Hopefully it will move within two or three years.

      Delete
  54. Hello Madam,

    Your view on selan exploration as contrarian pick from oil refinery space

    Also advice if I can add Pantaloons Fashion at current price after the merger with Aditya Birla looks the synergy n turnaround story.. It has appreciate to fast in too small time of 3 months

    Your long terms 3 years targets for both.. Thanks a ton as always

    ReplyDelete
    Replies
    1. Both stocks are very good for long term investment and fairly valued at CMP. During market correction it can be added. If economy will grow then definitely these stocks have potential to give multi fold returns in long run. In three years PFRL can give 100 to 200% return very easily.

      Delete
  55. mam
    how many stock are in your portfolio?

    ReplyDelete
    Replies
    1. Madam, please buy more, if you are really confident although it doesnt matter to you, it will give us confidence. even i bought 100 stocks based on your post but only 50 from you... :)

      Delete
    2. Thanks for valuable advise, I will definitely buy more but I have mentioned number of companies in my portfolio, it is not the quantity of DTIL shares in my portfolio.

      Delete
    3. Madam, i cant advise to you :) I cant do that, its for us so that we can get more confidence and buy more stock. in other words if you buy more it will also give us confidence.

      Delete
    4. In this case you are absolutely right because it is very good stock for long term investment. I am buying this stock from the day of its listing in small quantities. Now I hold sufficient quantity and still adding.

      You can buy it with full confidence. This stock will perform much better than any other stocks mentioned in the blog. It will trade in 4 digit in 4 years.

      Delete
  56. Madam, i found your blog on sunday. I am very happy for it. I bought waterbase and dtil yesterday in small quantity and will add them if they fall. thanks for helping out people with your blog. i hold hgsl (hinduja global) i am thinking of selling it and buying your picks. is that a good move? hgsl is also cheap so i dont feel like selling but then it may remain cheap as it has been over like last five years.

    ReplyDelete
    Replies
    1. Yes you can, In any case these stocks will not give less return than HGSL in long run.

      Delete
  57. Hi mam,
    I have vst tillers & tractors @ 1445 & torrent pharma @ 1080,Hcl tech @ 750 kindly advise me on the future of these company.......I wanted to sell these and increase my exposure to ur recomendation have all ur recomendation in my portfolio either @ recommended price or 10% + minus except 4 pocl which i got @ 72.....
    Kindly advise me mam.

    ReplyDelete
    Replies
    1. Above stocks (VST, Torrent Phar and HCL) are very good stocks and will give consistent return. These companies already well established in their field. What I have recommended, all are small cap and fast growing companies due to this reason stock price appreciation will be more than already grown companies.

      Delete
  58. Dear madam,
    What is your view on POCL Q1 results........can i increase my exposure....I have few quantities at 70 level or shall i wait for correction

    ReplyDelete
  59. EPS will improve QoQ. Hopefully it will trade above 200 after one year. You can add during market correction.

    ReplyDelete
  60. Dolly Mam,

    I have 1000 shares of JP Power Ventures @ 14. Should I hold for long term?
    I have 500 shares of Sudar Industries @40. Should I hold for long term?
    I have 2700 shares of PFS @45? This is also a long term player


    Please advice on the above stocks. Thanks.

    ReplyDelete
    Replies
    1. You can hold JPVL and PFS. Convert Sudar into JPVL and hold for 2 - 3 years.

      Delete
  61. mam
    dhunseri tea will come down as Q1 is weakest for tea cos?
    i want to add will i get good bargain on ex dividend date as pricw will most probably slide down?

    ReplyDelete
    Replies
    1. Consolidated results will good because company acquired tea estates in Africa where the tea season is from October to March whereas the same in India is from March to September. The Company thus produces tea all-year round, helping counter the seasonal nature of the business. The acquisition helped the Company extend to the production of macadamia
      nuts (value-added), protecting the company from cyclical nature of tea industry in India.

      Delete
  62. Mam ur views on navneet education?

    ReplyDelete
  63. mam
    whats your view on Pioneer Embroideries?

    ReplyDelete
  64. what is the target of the nilkamal from today's price of 800/- for one year hold.

    ReplyDelete
    Replies
    1. It is very good stock , hold for long term. In one year 20 to 30 gain is expected.

      Delete
  65. Hi Dolly, thanks for your recommendation of Waterbase. I bought some yesterday around Rs 85/- . Today the price has shot up to almost Rs 99/-. Is it worth buying some more at CMP ?

    ReplyDelete
    Replies
    1. Yes , if you can hold it for 2 to 3 years. Much better gain is expected in future.

      Delete
  66. Hello Mam, what is your view on Stampede Capital ? It has gone up quite a bit, but apparently it has a lot of potential in the future. Has that potential been already been discounted in the CMP ? Do let us know. Thanks.

    ReplyDelete
    Replies
    1. Not sure about their business model. Big B has invested early and he is in good profit. I don't like or advise any stock with suspicious business / promoters.

      Delete
  67. Hello mam, Is it advisable to add jk agri @ current price?

    ReplyDelete
  68. Mam, i know i need to have more patience, but honestly it is very frustrating at times when i see all your other stocks flying into space except Dtil, i feel very unlucky that i only invested in Dtil, which also was a late entry at 240 levels. Should i add at more at current price. Thanks

    ReplyDelete
    Replies
    1. Buy more with any doubt, this is the best stock for long term. This stock will perform much better than any other stocks mentioned in the blog. It will trade in 4 digit in 4 years.

      Delete
  69. Mam, please give ur view on lovable lingerie @280??
    Also can u give us a hint of the industry of your next recommended stock on this blog??

    ReplyDelete
    Replies
    1. lovable lingerie is good stock and trading fair valuation. Hold it for long term.

      Next stock still not decided, it will be finalized after Q1 results.

      Delete
  70. Mam your views on balmer lawrie??

    ReplyDelete
  71. Mam also share your views on newtime infra (amtek group company)

    ReplyDelete
  72. Dolly Mam,

    Have 300 shares of Moldtek Packaging @211. What is your view how is this stock for horizon of 3-4 yrs.

    Also have Techknokraft Industries? How is this stock? Please advice. Thanks.

    ReplyDelete
    Replies
    1. Moldteck Pack has already give 300% return in last one year. In next 3-4 years it can give return around 200%, it will depend upon EPS growth and % dividend payout

      Delete
  73. Mam i bought axis bank at 580 and capital first T 398. It.has not appreciated much since jan15. Is it worth to hold on or sell them and invest in other stocks. Pls advise

    ReplyDelete
    Replies
    1. Banking sector is not performing in current scenario. Both stock are good for long term. Personally I don't like or advise to invest in banking sector.

      Delete
  74. Hi Dolli, KRBL vs LT Foods which one is good for investment? Is it right decision to buy one of these stsocks?

    ReplyDelete
  75. Mam, Dtil is moving up slowly, but 270 seems to be a big resistance and selling could come in at this price. Do you think i should book out at 270 and try and re-enter at 250 levels, since the market is looking over bought and could correct a bit. This is just my personal reading, but i need your view because thats what matters the most. Thanks.

    ReplyDelete
    Replies
    1. I will not advise such practice because some time is very difficult to re-enter again. This stock will give multiple return in 3-4 years than no need take such risk for 20 rupees. If it will fall down than add more.

      Delete
  76. Dear mam please give ur views on dcm?

    ReplyDelete
    Replies
    1. It is good company and expected to give better return in 2 - 3 years.

      Delete
  77. Mam,
    What is the outlook of pharma industry? Is it overvalued? Can you suggest few pharma picks looking attractive now?

    ReplyDelete
    Replies
    1. Pharma sector has given very good return in last one year it will give consistent return in future also. It looks like overvalued because other sector are moving very slow.

      In future you get some stock recommendation from this sector

      Delete
  78. Can you suggest your view on Shalimar Paints please.

    ReplyDelete
    Replies
    1. Its growth rate is low but has potential to give better return in future

      Delete
  79. Madam, what is ur view on Camphor allied n Techno Craft ind.

    ReplyDelete
    Replies
    1. Camphor and Allied Products is very good stock for long term investment. You can hold for 3-4 years for multiple gain.

      Delete
  80. Good day Mam, I am holding Nilkamal and it is at 120% profit and my Cipla holding is at 65%profit. Please give me your advice, I have to hold it or partially exit now and re-enter at a lower rate later. Can you suggest me any software company and any company in defense sector to buy at current level.What is your general views on Mutual funds. Thanking you in advance, with prayers for your well being.

    ReplyDelete
    Replies
    1. These stocks are very good and very less chances of any major correction. Some time such feelings are coming when we see that several stocks are giving exceptional returns but you will be the winner in long run.

      If you can hold blue chip stocks like Cipla and Nilkamal than no need to invest in mutual funds.

      Delete
    2. Both stocks are blue chip and no chance of any major correction. Some time such feelings are coming when we see some stocks are giving very quick returns but you will be the winner in long run. If you can hold Cipla and Nilkamal than no need to invest in any mutual fund.

      Delete
  81. Hi mam,
    I am one of the early visitor of this blog and never fail 2 check all the discussions along with your recomendations.I have never seen any Investor of this stature interacting with the novice and small investors selflessly n so patiently,answering all their queries be it silly or wise.You are not only a great investor but also a very good human being.I salute u mam.Truely honoured to be on your platform.Stay blessed.....stay cared always.
    Mam r u a alumnus of D-school???
    Thank you.

    ReplyDelete
    Replies
    1. you are absolutely right Ronak. I endorse your thoughts. Its our fortunate that we all are connected with such a great personality. Some times i also amazed how mam is answering even for silly queries. God bless you mam.

      Delete
  82. mam is it still worth buying waterbase and nandan denim at this cmp?

    ReplyDelete
    Replies
    1. Yes, you can buy for long term only. Both stock already appreciated more than 100 % in short period, so there may be some correction.

      Delete
  83. Mam, Dtil showed good correction today, added very small quantity today@252, i want to add another 1500 shares to my holding. Should i buy at cmp or wait for further correction. Thanks

    ReplyDelete
    Replies
    1. Yes, you can buy during market correction. If you are long term investor than 10 - 15 % will not make much difference but if you miss the opportunity than very difficult get back.

      Delete
  84. Mam, unfortunately i am only having only Dtil amongst all your recommended stocks, i have 1500 shares so far, buying price is between 243-255, but i want to make up for all the losses i made by not buying all other stocks recommended by you, so i want to buy this in reasonable quantity. I want to add another 1500 shares. Please suggest the levels. You had said that earlier that it will start moving in August, so should i expect upward movement in this month itself. Thanks

    ReplyDelete
    Replies
    1. It is best stock with solid fundamental. Hold it for long term. There will not be any major correction, you can add now.

      Delete
  85. According to u Which stock is good buying opportunity after Q1 result.

    ReplyDelete
  86. Hi mam,
    what is major business development going in textile industry apart from fall in cotton prices n negative news from China n bangladesh and do you think these factors that is working positively for indian textile sector will b sustainable in long run........is this sector still a good investment bet for long term or shall i wait for correction.......which company will u recommend for long term investment.....I have small quantity of nandan denim @ 80.
    Thank u

    ReplyDelete
    Replies
    1. Indian companies are in better position to take the advantage of this opportunities. Quality wise Indian products are better than its competitors. Hopefully momentum will continue in coming years. Aarvee also have good growth potential.

      Delete
  87. DOLLYJI, CAN YOU READ AND ENDORSE IT OR CORRECT ME WERE I AM WRONG PLS.

    Three companies are similar.




    1). wimplast

    2). supreme ind.

    3). nilkamal




    of all the three two has broad range of business the supreme and nilkamal compared to wimplast.

    but supreme and nilkamal has less profit of margin compared to wimplast, again the debt of supreme is more compared to nilkamal and nilkamal is slowly reducing its debt.




    nilkamal if gives good results with reducing its debt each quarter will overtake both of these as nilkamal has the good business compared to the above both mentioned.




    wimplast (cello) has took 1% stake in the nilkamal so I think it will overtake wimplast in one or two years.(2000 plus)

    supreme face value is = 2, wimplast and nilkamal face value is 10/- so chances of split is high compared to supreme in both of these.




    Now nilkamal is trading at PE of 28/- but if it gives this result eps (20/- or more) like last quarter than rerating will take it to the level were PE should get matched to nearby (25/-) as industry PE is nearby 30/- again reduction in debt is there each qtr. and this qtr. also it should be.




    My personal math is as;-




    EPS = 4 qtr x 20 = 80/-

    PRICE = 2000/-

    Book value = 500/-




    But I think that after crossing 1000/- it will be slow and again there will be some news of split or likewise.




    NIKLAMAL IS A JEWEL IF YOU CAREFULLY STUDY THE BUSINESS OF IT YOU WILL COME TO KNOW.

    Risk factor is Jump in crude oil price (if crude oil is stable or get decreased than nilkamal will fly in no time) if crude oil jump suddenly than it will take reverse gear also in same speed, in my personal view of global economy crude oil will be stable and will decrease, it will not rise much or cross more than 60/-.USD

    ReplyDelete
    Replies
    1. Your analysis is absolutely correct. It has more than 50% market share in molded furniture with solid brand name. In long term will give better return than its peers.

      Delete
  88. Mam, although i bought 1500 shares today at 250, someone was selling heavily in this stock. He was a disclosed seller till the end of the market at 250 in BSE as well as NSE. I now have 3000 shares in total@ 251.

    ReplyDelete
    Replies
    1. No one selling except large group of 22000 small share holders with less than 50 share holding. Average trading is less than 5000 shares per day. Be confident and hold this gem for long term.

      Delete
    2. mam i have seen many experts says if there is very less volume in any share we should not put our money in that share. in DTIL very less volume. i just want to know for my knowledge. thanks mam

      Delete
  89. Dear mam, pls share ur view on weizmann ltd...it's a tiny stock with good dividend history??

    ReplyDelete
  90. mam

    mm forging posted flat result,any view on future growth?

    ReplyDelete
    Replies
    1. It will grow consistently, nothing to worry about future growth.

      Delete
  91. Mam, please share your views on Pincon Spirit. Thanks.

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  92. hello mam
    whats your view on Premier Ltd.

    ReplyDelete
    Replies
    1. It is decent stock in engineering sector but complete sector is under performing in current situation.

      Delete
  93. Ma'am,

    I plan to sell Care rating and add more of DTIL. Is this a good step in terms of return from stock?

    ReplyDelete
    Replies
    1. It is better if you invest profit of CARE into DTIL. Keep your initial investment amount in the same stock for long term.

      Delete
  94. Dear Dollyji,
    I do not understand what makes you compelling buy in venus remedies as per my research it do not has any good factors and statics to hold can you share your research for the same please.

    Secondly, I fully agree with you for the DTIL though I had it very early when get splitted and waterbase as well, but my personal research makes me more conviction towards dtil than waterbase, and I think that dtil will be trading four digits in a year or maximum 1.5 years itself. About waterbase the potential I cannot understand fully so cannot say and needs help of you for the waterbase for adding more at current rate of 100/- to 110/- in a year as per your vision what shall be the price of it please share your views so all can take benefit of research and vision.
    Though in share market I do personally believe that its personal decision to invest at right entry price and than exit at our own decided profit.

    I did research for the old gold rallis india, though there are no scope of split, rights, bonus, the only scope is to overtake its some of the peers, off course it can't overtake Monsanto, bayer, but can go for the PI ind. value than also in a year or 1.5 yrs I am seeing double from here provided one or two good monsoon.
    if you have any view for the rallis than share else can you please suggest some agri play if you can.

    Take care, god bless you.
    Haresh

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    Replies
    1. dtil seems a slow moving,4figures in 1 yr.?if this is possible,i will be crorepati

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    2. The value of Venus remedies is hidden in 'Venus Pharma GMBH' with several patent across the world. Once the company able to capitalize it than only this stock will find its real value.

      Any stock recommendation in this blog is only for long term ( minimum 2 to 3 years) It depends upon reader that how much gain he is expecting. Most of them will exit at 100 to 200% gain and only few will hold for 1000% gain

      Delete
  95. Dear mam, please share your views on sukhjit starch ltd.?

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  96. mam
    whats your view on Premier Ltd

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  97. Hello dolly mam,

    Please share your views about galaxy entertainment, sanghi Ind. And Hindustan tin works from current levels for long term.

    Thanks

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  98. Mam ur view on brawn biotech if ur tracking it?

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  99. hi mam,
    i am holding 1500 share of archid ply,750 shares of dtil,50 shares of JK agri,300 share of deep industries,250 shares of kamdhenu ispat,100 shares of globus spirits. please advice me which share i have to sell to buy more dtil shares.

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  100. mam whats ur view on archidply industries

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  101. Dear dolly mam,

    DTIL is not showing any sign of movement, while DPL has moved from 50 levels to 112 today...it seems that management have no interest in tea business even directors (Mr. Dhanuka) statements shows that they are more keen on pet business. Please reply?

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  102. Bharat i think she has gone, she has not been replying since last 3 days. What do i do now, i am holding 3100 shares of Dtil. If she doesn't come online anymore i will be in a mess. I hope she comes back. Please come back mam. Thanks.

    ReplyDelete
    Replies
    1. Vishal, Dollygi is the light of new investors. She is giving her advise, knowledge, time free which is so selfless. Be always indebted to her. This is my plea to other readers also.

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  103. Don't worry vishal dolly mam must be busy, also why you are so much woried of ur investment if u have chosen to make money in stock market???I can assure you that weather u earn money or not in this stock but u will never b in losses.
    Dolly ji is investing guide to all of us on this blog, anyone have no rights to make such statements here...it doesn't shows maturednes..

    ReplyDelete