Pondy Oxides & Chemicals
As expected POCL has reported excellent result for FY15. Revenue growth - 16.7 % ( Negative revenue growth because demerger of its four units with POCLEN) , PAT growth 139 % and total dividend 20 % for FY15.
Future Prospectus
Company has completed the expansion of production capacity and recently started the production from new plant in Andhra Pradesh. It will enable the company to double its production in coming years without any fresh CAPEX. With reduction in equity base it will boost the EPS, dividend as well as share price.
It is recommended to buy, add and hold for longer term.
Hello mam,
ReplyDeleteCan I go for butterfly @ cmp 150??
Still in down trend, wait for change in momentum or buy in small quantity and keep adding on every 10% fall.
DeleteAs spice jet has come in profit now so what is your view on it ..
ReplyDeleteNot tracking above stock and not advising any investment in public aviation sector.
ReplyDeletemam,whats your view on Panoramic Universal
ReplyDeleteNot tracking Panoramic Universal
DeleteHi mam,
ReplyDeleteMold tech packaging has reported an excellent set of no almost 70% jump in profit yoy bt the stock is falling......i hav investment investments in time techno pack can i buy mold tech at current level 4 long term and also can i increase my investment in pocl or wait for some correction in stock price...kindly advise
Thank you.
Mold teck pack has given 5 fold return in one year. It will start upward movement after some consolidation. Not interested in Time techno. POCL will give good return in 2- 3 years
DeleteHi Mam,I am holding huge amount in IFGL. What's your view on this? please advice.
ReplyDeleteNot tracking IFGL
DeleteHello Ms. Khanna
ReplyDeleteI am really glad to found your blog. Thanks for helping the young investors like us. We rarely see people who do not come in the limelight but still choose to share their knowledge to help others. I read your blog and got a sense of direction to invest. Infact I was investing in the mix of potential multibaggers and big companies and your blog gives a kind of confidence to invest in the small caps. It also reaffirms that patience is the key. Till now I had not invested much. I am very young and share market started as a hobby for me. I have been investing from last 6 months or so. Please address the following queries:-
1)I still find a good potential in pondy oxides, J K Agrigenetics and dhunseri tea. Please suggest me the right time and right level (price, may be range) to buy in these shares.
2)Your views about mayor uniquoters, nucleus software and hawkin cookers(since it is down). Do you think it’s a right level to invest.
3)Recently taken positions in ambika and kitex. Any views on these stocks.
Looking fwd to your response madam. And thanks once again for helping us out!
JKagri is seasonal stock and most of the business coming from Q1. Dividend payout and Q1 results will peak its price than stock price will come down n stabilize in other quarters. Dhunseri Tea will follow same trend, Q2 and Q3 are good for it. Even it can be bought now for long term investment.
DeletePOCL is also bright future stock can be added at current price.
Mayor uniquoters, Nucleus software , Kitex, Ambica and Hawkin cookers are decent stocks to have in portfolio.
Once any stock rallied 30 to 50% the it is better to book some profit and buy again at lower price to increase the holding.
Never sell complete holding for above trial because some will not give chance to enter again at lower price.
Hi mam,
ReplyDeleteThanks for your valuable response on mold tech n pocl.........do u see any positive trigger in venus remedies in times to come i have small position in the stock and wish to increase it......the stock has corrected 20 % from my buy price....... ur advise mam should i add or exit completely booking loss
Not tracking venus remedies
DeleteDear mam,
ReplyDeleteDTIL has shown net loss of 14.21cr and eps of -20 for QTR 4, dividend of 7.5 per share....whats ur views on result??
DTIL result update posted in the blog.
ReplyDeleteMa'am,
ReplyDeleteIs it good to enter Pondy and Waterbase at current level and how long to hold it?
Yes, around 3 years time frame both will trade 200 +
DeleteHi Ma'am
ReplyDeleteWhat are your views on IFB Agro, they are in the same industry as Waterbase. Price went high as 520 when they sold IMFL business to Tilaknager. I bought at 216 and got out at 469 because at that time price seemed too high. Still keeping an eye on it because I think they have potential but at the moment the results are not looking good. Would like to know your view.
IFB agro is in sea food marketing business and Waterbase is in prawn feed production business. Both are having different nature of business but both are having great potential to grow their business in their field. Both stocks are good for long term.
ReplyDeleteMam Should i wait POCL to correct or add at current levels and please guide whether DTIL is a add at this price?
ReplyDeleteYes you can add both stocks at CMP
ReplyDeleteWhat is your view on subex
ReplyDeleteSorry, not tracking Subex
DeleteHi mam would say about on mcx
ReplyDeleteIt is very good stock and last year it has given chance to enter below 300 during turbulence time. Now it is consolidating its business again.
ReplyDeleteThanks mam for valuable guidance
ReplyDeleteHi Mam,
ReplyDeleteGood Morning,
When shall we sell a stock?
that is If QOQ growth not good or YOY growth is not good.
Help me the best method on when to sell a stock. Which parameters to be checked before selling the stock.
Have a nice day
Thanks & Regards
Raja
It depends upon how much your target while purchasing and time frame. If your target is reached than book profit and keep some shares free of cost . Selling is not depend upon quarterly or yearly results, if fundamental of the company is deteriorated than you can sell it even in loss to avoid further losses.
ReplyDeleteDear mam,
ReplyDeleteMy investment in pondy is nearly at 100% profit today, so shall I book some profit or I should keep it for higher tgt? I can hold it for 2 years..
Also please share your view on salzer electronics and brooks lab?
POCL hold for long term at least for 2 years. Salzer is decent stock with decent products you can add or buy for long term.
DeleteNot tracking Brooks Lab.
Is it advisable to buy POCL at CMP.Kindly advice
ReplyDeleteYou can buy during market correction but only for long term because stock has already appreciated more than 100% recently.
DeleteHi Mam,
ReplyDeleteGood Morning,
Could you please let me know what are the major fundamentals to look into when we want to sell a stock.is it stoppage of dividend or company generating losses
or raising the capital every year etc... Please give me important fundamentals to look in to for deterioration.
Have a nice day,
Have a nice day
Thanks & Regards
Raja
Fail to introduce new products with market expectation, entry of major competitor with better product portfolio, Severe reduction in NPM %, making contentious losses, dividend reduction, investment in non core business of the company where promoters do not have experience or expertise, Huge investment in very long term projects, Siphoning the cash into new sister companies or buying the shares in stead of expanding the business of core company.
DeleteHi Mam,
ReplyDeleteGood Morning
Please suggest your views on K Kalpena Industries.
Have a nice day
Thanks & Regards
Raja
Sorry, not tracking KKalpana
DeleteHi Mam,
ReplyDeleteThanks for educating us on stock market.
How to know how much cash a company has from its balance sheet.
Is it from reserves and surpuls or cash in Banks or networth?
What information this provides while analyse the company for good or bad.
could you please help me on this.
Regards
Raja
Annual report is having all the details.
ReplyDeleteHi Madame,
ReplyDeletei have found your blog recently only. i am very happy about it. thanks for starting your blog, I have learnt about you from various financial websites and was trying to learn from you via the financial sites. Now since you have a blog i am happy to learn from it. Thanks a lot for starting it and i hope to learn from you via the blog.. Thanks a lot
You are welcome to share your views on blog board.
DeleteHiMam,
ReplyDeleteWhat are the result dates for Waterbase,Xpro and Pondy oxides.
Regards,
Jiji George
POCL results is on 27 July and others stocks in Aug.
DeleteDear Dollyji,
ReplyDeletePOCL published Q1 results today....eps of 5 for the Qtr......shd translate to eps of 20 for the year
Please do provide your insight as well on the result
Thanks
EPS will improve QoQ. Hopefully it will trade above 200 after one year
DeleteDolly ji, currently I am holding vikram thermo and Jain irrigation. Is it good idea to hold or shift to other stocks? Please advice.
ReplyDeleteBetter to shift into good growth company.
DeleteMam, it would be good if you can post your reviews after results announced in your recommendations.
ReplyDeleteSure
DeleteHi ma'am
ReplyDeleteI am very novice to stock market... It would be very generous of you if you can suggest some good growth stock that I can by at cmp for wealth creation....
Thanks
You can buy DTIL
DeleteDear mam,
ReplyDeletePlease share your view on RJ biotech if ur tracking??
Sorry, not tracking it
ReplyDeleteDear Mam,
ReplyDeleteCan you please share your views on Multibase India and Welspun Syntex? I m holding both these shares.
Hold, both are good growth stocks.
DeleteDear mam, please share ur views on prakash ind @cmp 30??
ReplyDeleteIf it will get coal mine in auction than you can buy it.
ReplyDeleteHello mam,
ReplyDeletehow do u see the result of water base 2day by when can we expect the effect of extended capacity reflected in its books n what is your take on xpro results.
can i increase my holding???
thank u...
By Q2 results capacity addition will be done.
DeleteOn Saturday results update will be posted.
Hi ,
ReplyDeleteShall I buy pocl enterprises which is demerger of pondy oxides which is at discount
Yes, you can add if you are planning to hold for 3 years.
DeleteHello mam
ReplyDeletePlease share your view on suven life sciences. I bought at 200.now its at 250 .how long should I hold it.
Hold for 3 to 4 years to get multiple return
DeleteHi Mam ,
ReplyDeleteWhat do you feel about pearl polymers , Flagship brand "PEARLPET"
Good brand name but promoters are not good.
DeleteMam your comments on DTIL results??
ReplyDeleteResult is good. It is far better if you compare with its pears like Mcleod and Jayshree Tea
Deletemam, I read one of ur comments dat u like low equity base companies....how much low it has to be?...do u luk at public shareholding or total equity base of the company?
ReplyDeleteSmall capital and low equity has better chances give multiple return than large capital and huge equity.
DeleteI mean total equity of the company.
i want to kaveri seed as 445.00 price level, is it right time to hold, what is it future. can i hold this stocks for long term, please give me advice
ReplyDeleteIt is very good stock trading at decent valuation. Future is very bright, boy or add during market correction. Q1 result was not as per expectation but it is for all seed companies.
DeleteDolly Madam I bought 1400 shares of 21st Cent Mgmnt @ 32 per share and now trading at 31 levels pl suggest me can I hold on to it
ReplyDeleteSorry not tracking 21st Century Management. Always need to hold good fundamental stocks to build portfolio.
ReplyDeleteMadam thank you very much, I would like to invest 3 lakh and I can hold on to 2 to 3 years pl suggest me a stock with good fundamentals
Deletedear mam, i want share some information regarding a company,which is Dredging corporation of India,it is a govt concern.I think it could be next multibagger because of govt's new policy on water transportation.
ReplyDeleteYou Always need to hold good fundamental stocks to build portfolio.Congratulations! Great Job and Keep up the good work!Congrats so nice Web Site. I found it browsing the Web.
ReplyDeleteApricot Marmalade Recipe
Greetings from Venezuela.
This comment has been removed by the author.
ReplyDeleteDear Madam,
ReplyDeletecan you please advise Minda Corp is good to buy