Xpro India Limited is a diversified multi-divisional, multi-locational company with a strong commitment to the polymer processing industry. It is a leading producer of thermoplastic co-extruded sheets, special cast films and specialty BOPP films. Xpro forms an integral part of India's largest and most reputed Birla industrial house with a global presence in manufacturing and trading activities.
Dielectric Films, a niche growing segment, are specially designed thin plastic films used inside electronic and electrical capacitors.The new line represents Brückner’s state-of-the-art technology, ensuring a high yield of film as low as 3 µm thickness, low energy consumption and minimized production costs. Further, the line is equipped with some technical specialties, which will serve Xpro to produce capacitor films with high flexibility and excellent quality. Xpro’s new unit at Barjora has a capital cost of over Rs. 200 crores and is the only unit of Dielectric Films of its kind in India and located next to Xpro’s existing BOPP films plant, it is largest single investment by the company so far. The new unit has gone into commercial production in March 2015 and operating at 60% capacity.
Xpro products having vast application in consumer durables industry, particularly Refrigerators (a significant client base for Coex Division), Adhesive tape Bakery Products Biscuits Cigarette Overwraps Confectionery Metallizing Potato chips Print lamination Processed foods Salted snacks Supermarket products,Stretch Wrap designed for use in pallet stretch wrap and food bundle over wraps, Soft Blister Film - Specially formulated film for medical disposables packaging, Release Film - Embossed or plain films based on polyethylene tailor-made for use in rubber Tyre & tread and conveyor belting industry, Cast Polypropylene for application in packaging & lamination and stationery products, natural (high transparent) or white and various grades including Heat Sealable, Retortable, Metallisable, Cold Twist Wrap, Embossed and High Stiffness. Hygiene film - Specially formulated cast coextruded film based on polyethylene for use as diaper backing film, in sanitary napkins and in surgical drapes and many more ......
The stock is trading at very attractive valuation by seeing the growth ahead. It is recommended to buy at current price with 2 to 3 year target 100+.
I have bought today - Thanks
ReplyDeleteThank you so much mam.
ReplyDeleteMam do you have bought Xpro India......
ReplyDeleteYes. Without holding the stock, I cannot recommend to my blog readers. It against my ethics. If I am 100% sure than only I will recommend.
Deletehats off ma'am
Deletema'am , My buying price in DLF is Rs.190/- (400 shares.) Shall I add now to bring my average price down. current price is Rs. 107/-
DeleteReal Estate and Infra sector is not picking up. But it is trading near life time low. After averaging price will come down below 150 and more chance to recover money in one year.
Deletethanx mam.
Deletedolly ji, thanks for the suggestion.But the history of this company is bad.it has been very volatile..EPS was 4, 10.25, 29.48, -3.51,-8.93 (2014), -13.91 (trailing)
ReplyDeleteConsidering the history would you still recommend it? pls advise
Company have history of paying continuous dividend for 11 years except last year. Stock is recommended on the basis of future growth. If every thing was running perfect than do you think this stock will trade at 30. Company has spend 200 crores for setting up first dielectric film plant in India. It is high margin business with no competitor in India.
DeleteThanks. Do you recommend buying Liberty at this price. I am planning to hold for 5 years.
ReplyDeleteIt has very good brand name and wide range of quality products . They are expanding business in several countries around the world. It is good bet for long term.
DeleteHi Mam, one question regarding Asian granito that its margins are very low and declaining yoy comparitively with peers. But still on what basis this stock can be hold for long term? Can you please elaborate more?
ReplyDeleteIt is issue of complete sector, real estate and infra sector is very slow moving. Once momentum will change than it will also show good numbers.
DeleteThanks Mam for spending your valuable time. Is Asian Granito price attractive? Can I add more now ?
DeleteBelow 100, wait for Q1 and Q2 results. Earning of this sector is under pressure. Most of the real estate stocks are trading near life time low.
DeleteThanks Mam for your advice.
DeleteHi! Mam can u give your suggestion on cimmo.can I Buy at current price
ReplyDeleteMam what is your view on anik industries? as they are restructuring their dairy business (& strategic decision thereon for future).
ReplyDeleteNot tracked Anik. Have a look on Umang. It is better option, low debt, good management (JK group) ,dividend paying company.
ReplyDeleteThank you for this recommendation. Mam, I want to buy Pondy Oxides. Do you think market can give an opportunity to enter at 50s level again? What is the right level to enter(is CMP good to enter around 68).What is the target after one year?
ReplyDeleteThere is fix rule for entry level. If market will crash than you may get at 20. But I follow one rule if I make mind to buy any stock than I will buy 20% of my planned investment on very next day than remaining quantity in three/ four phases.
DeleteHow do you define the phases? Is it on downside or when it goes up?
DeleteHi mam,
ReplyDeleteAgreed company has good product portfolio and name of birla grp bt company has not been able to generate justified return to contributors of capital also company dont have any pattern for distributing dividend oscillating between 10 and 25 also you said it has continously paid dividend bt i dont find it paying for fy14,10,09,07 & 05.....Agreed they have manageable debt and servicing it on time but the moat of the business is not there.........also u mentioned about promoters increasing its stake from open mkt but when i looked at the data from Fy 11-15 it suggested otherwise.......The new unit u mentioned has been started in may 14 only what i found from company annual report.
company previous record did nt passed any of my initial filter test to dig further but being your huge fan of stock picking decided to ignore everything and study.It would be very kind on your part mam if u can elaborate further that i am not able to see...
Thank you.
You have to check the dividend and shareholding data on BSE official web site (http://www.bseindia.com/corporates/corporate_act.aspx?scripcode=590013&Dividend=P9&scripname=) Promoters have increased share holding from 44.86% to 49.98% in last 5 years.New unit started started in Aug - Sep 2014 but it will take time to stabilize the operation and than order processing. You can find the details in Financial Results published on 29.05.2015. It is clearly stated that new plant is capitalized on 1 march 2015.
DeleteI think it need to change the mesh of filer which is not catching valuable data.
I mean you can get any stock data from authentic website of BSE and NSE.
DeleteMam i Dont want to doubt what you say but just wanted to ask that your portfolio in moneycontrol doesnt show these shares in your portfoilio and in business standard bulk deal also i didnt find your name in Xpro India
ReplyDeleteIf share holding will be more than 1% of the total numbers of shares than only name will be disclosed by company under public share holding discloser. Open market purchases of 5k or 10k shares will not appear as bulk deal.
DeleteMam i Dont want to doubt what you say but just wanted to ask that your portfolio in moneycontrol doesnt show these shares in your portfoilio and in business standard bulk deal also i didnt find your name in Xpro India
ReplyDeleteIf share holding will be more than 1% of the total numbers of shares than only name will be disclosed by company under public share holding discloser. Open market purchases of 5k or 10k shares will not appear as bulk deal or big deal
DeleteHi Mam, my question may look like foolish to you but as new investor I am so enthusiastic to know waterbase and dhunsree tea targets in 1 year time frame. Can you please tell me mam. I have already invested in these stocks as you suggested. Thank you Mam for encouraging new investors like me.
ReplyDeleteIf market will remain stable than you will get decent price appreciation in both stock during Q2 results.
ReplyDeleteThank you Mam.
DeleteMadam ji, namaskar. what would be the target prices for dhunseri tea, waterbase, pondy oxides, Asian granito for 3 years timeframe? I can hold for 3 years.
ReplyDeleteAverage return at least 150% to 200%
DeleteDolly ji, can we enter daiichikarkaria at this price? I would like to understand that why you are not recommending the stocks that you have entered recently in last 2 quarters where your holdings are more than 1%. This question is understanding purpose for junior investors like me.
ReplyDeleteStock price already appreciated from 70 to 270 in last one year. It will consolidate for some quarter than move up. If any of my previous held stock will come down to re entry level for new investors that time I will post it.
DeleteThanks Mam for the clarification. You are truly an ethical investment advisor.
Deletethanx mam
DeleteHello Mam,
ReplyDeleteThanks for your effort and guidance.
I would request if you can suggest some books on investing which are your favourite and could help new Investors.
Many thanks
Vijay
John Brooks, Benjamin Graham, Philip Fisher has written some very good books on investment strategy and emotion control like " Common Stocks and Uncommon Profits", "The Intelligent Investor", Business Adventures etc.
Deletehi mam, why are you not holding 1% on your recommended stocks?
ReplyDeleteBecause I will raise my holding in 3 to 4 phases. I hold several stocks where my holding is less than 1%. Only 10 to 15 stocks I hold more than 1% or near to 1%.
DeleteHi mam, your recommended stocks are not crashing though market is crashing. You are great mam. Thanks a lot for your dedication and help.
ReplyDeleteHi Dolly can you recommend some good pick I'm this volatile market. What are your views on current market crash and at what levels do you think market would settle .once market settles what would be new target for the market.
ReplyDeleteBuy Xpro / Waterbase / Pondy Oxide as much as you can for 2 to 3 year investment.
DeleteMam, why you did not include dhunseri tea in the above list? Is there any change in your recommendation? Invested huge amount. Please advice.
DeleteBecause you are looking 'some' good picks.
DeleteHi Mam,
ReplyDeletePlease provide your views on Uflex ..which is another stock in the flexi packaging space` (cons eps `35) and seems reasonably priced at Rs112
Not tracking it and management issues
DeleteHi Mam,
ReplyDeletePlease provide your views on Uflex ..which is another stock in the flexi packaging space` (cons eps `35) and seems reasonably priced at Rs112
Not tracking it. There are several mismanagement issues http://www.pardaphash.com/news/uflax-owner-ashok-chaturvedi-looted-noida-even-severely-than-yadav-singh-amar-singh/764526.html#.VYBx9Pmqqko.
DeleteHi Dolly any views on following stocks:
ReplyDeleteVadilal
Intrasoft Technologies Ltd
Indo Count industries Ltd
CCL products India Ltd
Thanks mam appreciate you advise as always
Not tracking above stocks
DeleteMam, why Asian granito is correcting? Any changes in fundamentals? Are you increasing your stake in this correction? Can I buy now? Please tell me mam.
ReplyDeleteIt is issue of complete sector, real estate and infra sector is very slow moving. Once momentum will change than it will also show good numbers. Any fresh entry only after Q2 results.
ReplyDeletedo you think PFRL will create wealth like page industries?
ReplyDeleteNot that much.
DeleteHi Mam, I bought few auto ancillary stocks lumax auto, Gabriel India, samkrg piston, munjal auto in 6 months back. What's your views Mam? In which one I can continue and from which one I need to come out? Please provide your advice. Appreciated your help in advance.
ReplyDeleteAuto sector is moving slow, once sales and eps will improve than these stocks will give you good return.
DeleteGot it mam, thanks. Otherwise all my picks are good?
DeleteDolly ji, what's your advice on Mirza international and Hindustan media ventures and menon bearings?
ReplyDeleteNot tracking above stocks
DeleteDolly ji, namaskar. I want to invest 5 lacs in a single stock. Could you please recommend the best one?
ReplyDeleteWaterbase
DeleteHi mam,
ReplyDeleteIt would be very kind on ur part if u could elaborate a bit on ur investment rational of nandan denim vis a vis arvind.........to my knowledge arvind has better B/S and diversed product portfolio then nandan denim.....topline n bottomline growth rate of both cos is similar over a period of time infact arvind has better operating n pat margin & on top of dat arvind retails its own brands like Flying Machine, Newport and Excalibur and licensed international brands like Arrow, Lee, Wrangler and Tommy Hilfiger, through its nationwide retail network....Arvind also runs a value retail chain, Megamart, which stocks company brands.
understanding any company from ur perspective n reaching at conclusion has always been intresting and different.
Thank you.
Nandan Denim has low debt, low equity base and higher % growth than Arvind. It will give higher % return than Arvind at CMP.
ReplyDeleteMam Could you please tell what price we should enter in Nandan Denim?
DeleteHi mam,
DeleteDebt level is always relative comparision n debt/equity of nandan has never been less then 1 .85 since FY05 but incase of arvind it has always been less then 1 also 37% of promoter's holding has been pledged bt this factor can b ignored as long as they are manageable n able to bring the debt level lower YoY also if u analyse last 5 yr data arvinds PAT n EBIT CAGR as well margin is far superior 2 Nandan.........Agreed per capita denim consumption is under penetrated in india n nandan has lower equity base n small company so better sales cagr bt is this enough 4 an ace investor like u to commit capital or do u interact with management before taking investment decision.
Mam it would be kind on ur part if u can elaborate further as to any other x factor with this company for better understanding of amature investor like me.
Thank u.
After 100% capacity utilization of phase II expansion in FY 15 -16, you will see major changes in over all performance of the company in top n bottom line.
DeleteHi Dolly. I am a new investor. And I happen to see your blog when I was doing some basic research on some value buys in internet. Read through your posts and found it very informative and interesting.
ReplyDeleteI would like to invest in some specific sectors such as Education, Logistics, Tourism, Infrastructure, apart from e-commerce and health/fitness, where I felt there is a huge potential in line with our India story.
Would you mind suggesting a good stock on which I can place my bet in the area of Education and Logistics? And please do share your views on IDFC at CMP or is there a better stock I can look for entry in the same space?
Thanks in advance.
Education, Logistics, Tourism, Infrastructure,health & fitness sectors are still struggling in current scenario but having bright future without any doubt.
DeleteIDFC is descent buy at CMP with 2 to3 year investment plan.
Hi Dolly,
ReplyDeleteAlso please suggest a pharma stock to bet on at CMP. Thanks.
Probably in Aug after Q1 results.
DeleteThanks. Will look forward!
DeleteDolly madam, Do you hold waterbase and xpro india in your portfolio? I searched whole internet but never find any news on that. Generally the stock you bought become a news in majority financial sites but this time I am not able to find this news that dolly khanna bought Waterbase and xpro india. I am not doubting you but asking just simple question. I am a big fan of your investment style.
ReplyDeleteMy second question is that mam at what rate you buy waterbase and xpro?
Lastly I am thanking you for teaching wonderful investment techniques.
It was better if you have posted above doubt with your name. I have already posted it, If share holding will be more than 1% of the total numbers of shares than only name will be disclosed by company under public share holding discloser. Open market purchases of 5k or 10k shares will not appear as bulk deal or big deal.
DeleteIf I like any share than I will purchase some quantity on same day than keep on adding. I have entered in above shares last year May.
Thank you mam. It means I can buy waterbase and xpro both at cureent market rate right?
DeleteHi Medam its good to see you on public medium. My friend told me dolly Medam never speak or address public for her stock. He doubt about the blog. He told me my be blog dummy. Medam may I know which could be your latest stock in which your holding exceeds 1% and your name will display on share holding pattern. So I can say him you are not dummy blog holder.
ReplyDeleteEven I have never seen on any media also. Pls shares your latest pick which going to exceeds 1% plus in coming quarter.
True, I don't like any publicity. I have started this blog to guide specifically new investors, who are coming in stock market to become rich in short period and ending in loss of heard eared money due to market speculators (punters).
DeleteI will not write any thing about my % shock holding. It is against SEBI' guide lines which can speculate stock price.
Medam if you made dummy blog or real blog we don't know but your knowledge relating to stock market is fantastic. No one can doubt on it.
ReplyDeleteShare your view on polyplex corp and ilandfs eng and umang dairy I am holding above 3. Or should I booked and place by 3-4 script given in blog.
It was better if you have posted above doubt with your name.
ReplyDeleteAbove three stocks are very good for long term investment. All are trading at fair valuation, even you can add more at CMP.
Hi Dollyji , I have been following your recommendations for quite sometime since you introduced this blog for new investors like me,I have been following your advise and thought s religiously. But somehow I haven't seen much of the movement happening I am holding Waterbase,Xpro ,JK Agri pls advise.I am a big fan of yours and mentor for me.My intention to follow your blog is to learn how to find value stocks and basics of investing.
ReplyDeleteRegards
Anurag
Hi Anurag,
DeleteShe has already mentioned that you need to hold it for at least couple of years to see some handsome gains. Be patient and wait for the companies to perform.
Thanks
DeleteWe can analyze the above stocks performance either QoQ or YoY. Only after Q1 or Q2 result we can conclude about its performance.
Deletehi mam,
ReplyDeletecan u plz tell me from where i can get the details of various kind of reserve appearing under networth in the balance sheet of any company and also as to how u filter any undervalued company especially the lesser known companies.
Thank u.
Net worth is the sum total of the paid up capital and free reserves after deducting the provisions and expenses. It is book value of the company.
DeleteI am not aware of any web site to find undervalued stocks but I do my search on daily basis. In a month may be I find one or two stocks which have potential to give multiple return.
Hi mam,
DeleteThere is no ambiguity as to term book value and how it is determined but 2 my knowledge profit of the company that is left after dividend distribution are added to existing reserve i.e security premium n past undistributed profit net of accumulated losses, deferred expenditure and miscellaneous expenditure not written off but i found otherwise in few company balance sheet that's why i asked u this question.For example if u look at the balance sheet of Gmr they earned profit 58 cr but there reserve were up by 1300 cr in Fy 11.........There are many instance of such anomaly.....can u kindly clear my doubt.
Mam no prudent investor can expect any website to declear undervalued company had this been the case then every1 wud have been making 5x or 10x.I am intrested in methodology of picking such companies from an investor who has such rich experience of over 20 yr and is willing to share it with novice investors
Thank you.
Kind regards
Roanak
Hi mam,
DeleteAwaiting ur response.
Thank u
Balance sheet is not the sole criteria to find the under valued stocks. Product and its future demand is key to make investment decision.
DeleteMam, what's your view on Vidhi dyestuffs?
ReplyDeleteNot tracking Vidhi Dye
DeleteHi Mam
ReplyDeletePlease share your view on Dai-Ichi Karkaria at current price of 232
Thanks in advance
It is very good share for investment. But stock price has appreciated lot in last one year. In fresh entry % return will be less and there is chance of some correction.
DeleteDolly Ji,
ReplyDeleteI would like to thank you for this wonderful blog. I follow few top investment gurus and you are one of them. I always amazed how you picked Mold Tek, Wimplast, Cera in early stage. From this blog, i understood how you are picking, how you are accumulating to 1%. I follow people like Warren Buffet to Rakesh Ji to Ashish dhawan (JB Chemicals & Green ply comes to 400 cr) holds 60% of the money in 3-4 stocks. You have the same strategy of advising few stocks.
I hope we will also hear stocks where we can hold for 10-15-20 years and create wealth.
What do you think about VLS Finance (market cap is 150 cr, but its holding in relaxo is 750 cr). I hold big chunk from market cap of 50 cr level...
Thanks
Siva
If we compare VLS with Relaxo than both stock has given 200% return in one year. Relaxo has shared the profit by giving dividend and solid brand image in the market but VLS has never shared any profit with investors. There are several investments companies with same issue.
DeleteI always prefer n advise to invest on product of the company.
Thanks. you are right, i should start investing on product of the company.
DeleteDear Ms. Dolly,
ReplyDeleteThanks a lot for the suggestion of Xpro India! Started accumulating it. Just wanted to know your opinion on Nitin Spinners and Superhouse also.
Regards
Rahees
Both stocks are good, hold for longer term to get descent gain.
DeletePls share you view on pearl global and PDS multi fashion.
ReplyDeleteSorry, not tracking above stocks
DeleteMadam im looking for a very defensive stock. Im very much afraid to lose money after i lost around 3 lakhs. What is ur view on crisil as a safe bet.. I also hold waterbase in my portfolio. Planning to add dhunseri tea also but last quarter result was loss. So bit doubtfull
ReplyDeleteThanks a lot!
ReplyDeleteCrisil is very safe stock but % return will be very less as compared to Waterbase and DTIL. All stocks mentioned in this blog are safe with high growth potential. Patience is the key to get success in the stock market with investment in good quality stocks.
ReplyDeleteMost of the Tea stocks are making loss in Q4 due to off season.
Many congratulation Dolly & Rajiv Khanna for wealth wizard recognition by best business magzine @ FORBES.....!!! You guys truly deserve it and hope to see much more recognitions!!!
ReplyDeletehttps://www.youtube.com/watch?v=bm5RwdpBGgE
Hi Dolly, can I buy Nandan Denim @CMP pls advise.
ReplyDeleteAlso when is your new recommendation coming out
Thanks
Anurag
Little late but still you can enter. New recommendation will be after Q1 results.
DeleteDear mam I want to invest in hclinfo, tvs electronics and snowman logistics. so can I buy at current market price? I want to hold it for long term say 1+ year is it a good bet?
ReplyDeleteSnowman logistics is better than other two stocks but it is long term investment ( 2 to 3 years)
ReplyDeleteHi Dolly Mam..
ReplyDeleteWaterbase seems to be catching the eye of market and taking off.....
Mam, would like to know your view about Nitin Fire as their business is growing well on YOY basis though it is not translating into profits ! So getting a bit confused in taking investment decision.
In last 5 years 2 bonus and stock split has raised Nitin Fire equity base from 6 crores to 30 crores but no growth in net profit. Until it will not show good numbers, it will hover around same price.
ReplyDeleteHi Madam,
ReplyDeleteCongrats to get listed in Forbes Wealth Wizards 2015...
http://www.indianewschannels.com/cnbc-tv18/forbes-wealth-wizards-2015:-rajiv-khanna/167411.html
Thank you !!!!!!
DeleteHi Dolly mam...
ReplyDeleteI really appreciate ur efforts while u pick up any stock. Currently I hold ndl 1000 quantity I would like to ask whether I should book profit or should I continue with it and how long. Next is can I enter xpro india and waterbase at cmp. Please let me know. Thanks
You can hold NDL for 2 to 3 years for descent return. It is right time to buy Xpro and Waterbase
DeleteHi Ms. Dolly, i have shares in Britannia, Dish tv, Relaxo, Dabur, and Heritage Foods. whats your view on the above stcks? i was looking to invest in aarti industries, astec lifesciences, heritage foods and nandan denim. please advise
ReplyDeleteAbove all stocks are very good for longer term investment. Price of some stocks has already appreciated in multi-fold. Still they can give constant return on investment at CMP. Dish TV and Nandan denim can give better return than other stocks.
DeleteMam, Reliance is coming up with Jio launch shortly and they have also got MSO license for TV signals. Will this not spoil business prospects of DTH operators like Dish ??
DeleteDear Madam
ReplyDelete1) I have position in waterbase and pondy oxides at 50 and 70 level. Want to add more shares. Plss advise if I shd wait for the rate to get stabilize or if shd add at current CMP. Want to double my holding in these shares?
2) At wht level do you think waterbase will get stabilize from here after the rise is over? Is it the seasonal hike or the effect of merger?
Thanks & Regards
Both stocks were trading below 50 after posting the recommendation in this blog. Still you can add during market correction. If there is any major correction in the market than only it will come below 50 otherwise no chance.
DeleteYou can find the answer of second question by looking 5 year price movement graph profile of Avanti feed.
What is your view on NOCIL Ltd and PNB Gilts Ltd.
ReplyDeletesorry, not tracking above stocks
DeleteYou are right, they were recommended before. i purchased some and now i have confidence in both, so want to add more. Even i am not expecting early 50 level of waterbase or 60 level of pondy.just want your opinion if 70s level of waterbase and 80s level of pondy is good to add now?
ReplyDeleteYes, you can add more with 2 to 3 years investment plan to get decent return.
DeleteThanks a lot for your insight. Can you please suggest out of Britannia, Relaxo, Dabur, Emami and Heritage Foods which one (or maximum two stocks) is expected to yield highest return in 1-2 years time. This will help me to move from the other stocks and invest in xpro and waterbase. Thanks a lot
ReplyDeleteAll above stocks are trading near to their life time high and can give 20 to 30% return in two years. Britannia is decent one.
DeleteDear Dollyji,
ReplyDeleteNamaskar
What is the target price & period of holding for Premier explosives.
Recently they have received on June 18, 2015, Industrial License vide License dated June 11, 2015, from the Department of Industrial Policy and Promotion (DIPP), for the following Products :1. Flexible Liner shape charge 2. Explosives Reacting Armour 3. Single Base Propellant.
Please provide your input.
Thanks and best regards.
If every thing goes as per plan than with in 3 years it will trade in four digit.
DeleteThanks a lot for your prompt reply.
DeleteAs you will be aware that they have recd on 07.07.15 new licences for Department of Industrial Policy and Promotion (DIPP), for the following Products: 1. Military fuses of all types including filling and assembling. 2. Munition 20 mm and above including filling and assembling. 3. War heads of all types including filling and assembling. This is for location:- At Peddakandukur, Yadagirigutta Mandal, District-Nalgonda, in the State of Telangana.
Hi Mam,
ReplyDeleteYou have suggested that Snowman logistics is good buy for long term. But it trading at P/E of 66 and book value is 15.82. Could you please let me know how do you justify this as buy for long term since it is trading at high valuations.
Thanks & regards
Average industry PE is around 30. With increase in business and EPS it can easily trade near 200.
Deletemam can i buy xpro at current market price?
Deletewhats your view on samkrg piston
ReplyDeleteIt is good stock for long term investment.
DeleteDollyji, what's your view on lycos internet?
ReplyDeletetoday's news....lycos internet in top 10.....fortune india next 500
Deletehttp://www.moneycontrol.com/news/business/makemytrip-rbl-bank-irctcfortune-india-next-500-list_1875941.html
Still more clarity required on Lycos' business. Promoters has reduced their share holding significantly even though they are showing 500 crores reserve in the balance sheet.
Deletemam, ybrant digital merged with lgs global...before merger promoter holding was 58 percent...after merger 40 odd percent....ybrant digital changed der name to lycos internet...
Deletehttp://www.moneycontrol.com/news/results-boardroom/targeting-1727-marginsfy16-lycos-internet-_1391785.html
Hi mam,
ReplyDeleteCan u plz enamurate the circumstances in which a company gets intrest credit from its lenders....Xpro india had intrest credit of 3.05 cr in Q4 15 from its lenders...
Thanks & regards
In case of refinance at lower interest and in balance sheet initial interest rate has taken in consideration. In annual report we can get more clarity on it.
DeleteThanks mam.
Deletei have the annual report with me and have gone through it but could not find.Can u help me to locate it mentioning the page no.
Also can i add water base and Pondy oxide at current level or wait for their Q1 no assuming i have decent quantity of both.
Your views abt Sharon Biomedicine. I have some shares at around 37 level. Do you think it is going to pass 50 after 2-3 quarters!Pls advice whether to hold or book a loss!
ReplyDeleteNot tracking above stock
DeleteMa'am can I buy xpro at current market price?
ReplyDeleteYes, you can buy it for long term at least for 2 years.
Deletemam im holding welspun india , suryalata spng and veljan denison can i get decent return in this shares.....
ReplyDeleteAll are good stocks but price has appreciated lot in last one year and now it is difficult to get similar returns. Still it they can give 20 to 30% return per year which is decent return in long run.
ReplyDeleteDolly Ji,
ReplyDeleteall your recommended stocks appreciated lot. I bought waterbase and POCL. I am in good profits. I am long term investor so no plans to book profit.
Thanks for your recommendations. Keep doing this good work.
Madam,
ReplyDeleteOut of Dhunseri tea, xpro and pondy oxides, which one do you think will give the best return?any order of preference?
In long run all stocks can give 400 to 500% return very easily.
Deletethanks for ur valuable advice....
ReplyDeleteHi Mam,
ReplyDeleteCan I buy Vishnu chemicals? Need your opinion before buying.
Thanks
not tracking it
DeleteHi Mam..hats off...!! all your recommendations are rocking except Dhunseri Tea. You are the best value invester in India. God bless you !
ReplyDeleteIn next two quarter Dhunseri tea will lead the rally
DeleteHi mam,
ReplyDeleteBought cairn india @ 235 level for 3-5 yr holding period but post vedanta cairn merger n promotor disregard of minority SHs intrest what will be ur view on the future prospect of this company.Shall i hold onto it or book my losses n switch 2 some other company.
Thank you
Not interested or advise to invest in Anil Agrarwal stocks. If you want to invest in oil stocks than switch to Oil India, Selan or ONGC, all are trading at discount.
ReplyDeleteMam, profits are crossed above 40% in both waterbase and pondy oxiddes. Do you suggest to book partial profits or wait for some more time? Please advice.
ReplyDeleteNot now, this is very small gain. At least double your money than exit. Remember, once you miss any stock on rise than it will be very difficult to enter again on same price.
DeleteThanks mam and i will keep continue my holdings till i hear your book profit advice.
DeleteMam when skm will come out of consolidation ? What is your view on dion global.
ReplyDeleteSKM will move up gradually with increase of EPS by QoQ.
DeleteNot tracking Dion
someone commented that strong hands exiting DTIL & weak hands acculumating,what it means?is there any mutul fund exited to any or big investor exited,is this still a good buy?
ReplyDeleteIf stock is still trading near to recommended price than definitely it is good buy. If some one sell than only other can buy. Promoters had increased their holding recently. YVES has exited from Dhunseri Tea and also from Dhunseri Petro.
DeleteDear mam, what is your view on CERA for next couple of years. Can we buy this now.
ReplyDeleteCera can give 50 to 100% return very easily in next 2 years.
DeleteHi mam, can i enter in pondy , waterbase and xpro at cmp now?Thanks for your help.
ReplyDeleteYes, if you planed to invest at least for 2 years.
Deletemam,which are valuepick from your recom. at cmp?
ReplyDeleteAll
DeleteHi mam can I enter pyro at cmp or wait for downfall Pls guide
ReplyDeleteYes, If you are investing for 1 to 2 years.
DeleteHi Dollyji,
ReplyDeleteI would like to thank you for guiding us hats off to you
Please respond to mail
mam my 50% portfolio allocated to skm egg,is it safe?,is it worth to stay invested inthis for long term,will it become multibagger in 3 yrs.
ReplyDeleteIt is not advisable to allocate 50% in one stock. Hopefully you will get decent return from SKM in long run.
Delete2 mf bought pfrl in huge qts.,do you think it can be multibagger if hold for 5 yr.
ReplyDeleteYes, but in long term investment.
Deletemam,recently hdfc mutual fund bought mm forgings @ rs.675,can i enter this counter for 1 yr.?
ReplyDeleteIf you will keep for long term similar to HDFC fund than you will get decent return but for one year you may get 20 to 30% only
DeleteHiMam,
ReplyDeleteI was slowly accumulating xpro,waterbase and pondy based on your suggestions.Now I see a sudden jump in these stock prices in the last week. Is there some foul play in it or I can still accumulate in these level. Please advice me.
There is no foul play, all stocks are fundamentally very sound. It is pre Q1 result rally. You can add more if your investment plan is for 2 to 3 years.
DeleteHello mam,
ReplyDeleteYour views regarding future consumer enterprises Ltd. The sales had increased. FIIs had also increased. I bought @10. Now the price@16. Can I hold for long term.
Yes
DeleteGood Morning Madam,
ReplyDeleteCould you please share your view on following stocks for long term investment,
1. RS Software
2. Venus Remedies
3. Krebs Biochem
4. BDH Industries
Thanks
All are good for long term but not for short term.
DeleteDear Ms. Dolly,
ReplyDeleteWhat is your take on cafe coffee day ipo in september? Thanks in advance.
Xpro did 51.65
ReplyDeletewhy only dhnuseri tea is not moving up,i only bought this from your recom.
ReplyDeleteIt will move in Q2
DeleteHello Dollyji,
ReplyDeleteI would like to invest 1L for a long term. I am confused between skmegg and waterbase. Which one would you think would generate greater returns.
Given a time frame of 3-4 years do you can think waterbase would generate the same results as of avanti? Avanti has a capacity of 3M tonnes and waterbase now has 1 tonne. Also avanti is in plans to double its capacity. Do you think waterbase can give a fight with avanti?
Thanks
Krishna
dollyji can i buy subex and suryalakshmi cotton at current price?
ReplyDeleteSorry, not tracking above stocks.
DeleteDolly mam
ReplyDeletePlease suggest me a stock which will give me multifold returns in coming 4 years
mam
ReplyDeletei want to invest 1 lakh of my hard earned money & "i dont want to loose it",as i saw your blog today,all your recom. are above your suggested price,as i have only 1lakh for investment,i have to be sure before investing in any co.,should i wait for your next recom. as i will able to buy that at your recom. price or buy from any of these shares,how many stocks should i buy for 1lakh,plz reply mam i am a very small investor & plz remember that i dont want to loose money i can invest for n no. of yrs.
Hi Dolly
ReplyDeleteHow are u? I am not sure whether you are tracking 'Sona Koyo Steering Systems', but I would appreciate if you could have a look at it and share your views on the same.
Thanks.
mam
ReplyDeletewhats your view on Shri Keshav Cements & Infra
Hi dolly Mam
ReplyDeleteU r view Godavari Drugs
any stock that I can gift my daughter after 10 yrs..2nd time im in writing but not being
ReplyDeleteposted nor nor replied
Mam, what is ur view on pantaloon fashion retail, fluidomat, ambika cotton mills. Also can u please tell me ur latest purchases?
ReplyDelete