Company has posted excellent results for Q2. Revenue growth 21% and PAT 48% YoY. It is in line with our expectation. Management has given complete details about company proceedings along with Q2 results. Expansion of dealer network in Gujarat, Tamil Nadu, West Bangal and shrimp farming others states is in progress, company has restarted the export to EU and US. Hatchery project and merger of PFL with Waterbase is moving as per schedule.
Why the stock has fallen today?
Several short term traders / investors were caught on wrong foot because they have taken position for quick gain by misinterpreting the merger of PFL in Q2 and hoping that revenue will reflect in this quarter.
There is no any negative concern about the company, it is growing very aggressively as per plan.
It become another opportunity for long term investors to buy or add at lower level.
Please post your comments on first page of the blog, it taking time to load the comments on old posting due to large number of comments.
Please post your comments on first page of the blog, it taking time to load the comments on old posting due to large number of comments.
Hello Dolly mam,
ReplyDeleteThanks for the update on waterbase. Its your first gem in this blog. This will be giving 2x returns if we buy from here also. Good management and clear goal. Waiting for your New year special stock next year beginning. Have a nice weekend. Cheers Rohan(South Africa)
Definitely it will give much better return than above expected with in 2 -3 years.
DeleteMadam when you post next stock on blog near DIWALI or End of Year 2015.
DeletePlease update also Q2 Results on blog i.e. JK Agri Genitech Ltd.
hello mam,
ReplyDeleteThanks you so much for showing your concern by posting updates for us.
I have 1 question: As you mentioned for Kothari petro, it will better to move to HR-PIB.
But as per AR, the price of HR PIB & normal PIB is same. so how it will be beneficial.
Thanks & God bless mam!
Demand for HR-PIB is growing in higher % as compared to normal PIB.
DeleteMam chemfab alkalies result update
ReplyDeleteIt will be posted very soon
DeleteDear Dolly Ji, Thanks for putting up this post at such a appropriate time. I am sure this will clear so many doubts in blog readers mind. It shows your commitment and dedication to help us. May God bless you. Kind regards, Param
ReplyDeleteThanks for your concern about your follower. I also bit surprised for the movement of WB. It is better to change hands to strong investor from traders or punters. I request all the followers to maintain accumulate recommended stocks in dips if you have not taken earlier.
ReplyDeleteHello Madam...I am a small time investor..I have invested in Jk tyres bought at 108 and Kec international bought at 144..inspite of good Q2 result..both these companies have fallen by 5%...what's your say on both these companies...
ReplyDeleteAwaiting your valuable reply..
Thanks
Both are good stocks and able to give consistent return 10 -15% per year.
DeleteThank you Ma'm....
Delete
ReplyDeleteDear Dollyji,
Thanks a lot for your update on results of Waterbase. I highly appreciate your analysis and found that my analysis is also in line with your analysis. I thought of this fall yesterday evening after looking at the results, as people will run out quickly, being lower profitability in Q2 as compared to Q1. However, the company has its sustained growth on Q-O-Q Basis, which is very positive sign for future prospects of the business. I could not identify the reasons for the following:-
1. There is sharp increase in Interest Cost from Rs. 6.71 lacs. from Q1 fY’16 to Rs. 35.90 lacs
2. There is increase in Depreciation Cost from Rs. 37.50 lacs to Rs. 50.21 lacs.
3. Disease outbreaks in certain parts of Andhra Pradesh has resulted into crop failure. Outlook for rest of the seasons look challenging.
The interest cost will definitely rise only after merger of PFL. But PFL merger is pending for want of BSE No-objection certificate.
What is your estimates for Q3 & Q4 Fy’16.
I agree with you view that this is another opportunity to enter this stock and hold for 2-3 years. This may provide us good return alongwith zero taxability, being resultant gain will be long term Capital gain (Only if prov of exemption of LTCG is not reversed in any future year). This will be double bonanza.
Thanks & Best Regards,
.
DeleteHello Dolly mam,Thank you very much for posting update on water base timely.You are doing a noble work for the shake of small investors like me.Regards and God bless.
ReplyDeleteHi Mam,
ReplyDeleteCan u pls shed some light on marksans pharma and morepen labs
Both stocks already given decent return in last one year. Most of the good pharma stocks are over priced and trading at life time high PE. These stocks may give good return but it is not value buy for me
DeleteHi Dolly Mam,
ReplyDeleteThank you for your post. I am holding waterbase tightly and will accumulate some more on correction.
Can you please give your valuable views on below stocks for 2-3 years
1. Subex
2. Dion global
3. Aksh optifibre
4. Patels Airtemp
5. Salzer Electronics
Sorry not tracking above stocks except Salzer Elect
DeleteSalzer Electro is good stock, it can give good return in 2 -3 years
Hi Mam,
ReplyDeleteThanks for the your post about waterbase, it cleared some doubts about todays fall. Could you pls advise whether we can still add waterbase and Kothari petro at CMP.
thanks
Yes you can add at CMP, if you have investment plan for 2-3 years
DeleteMam...I have purchased 400 shares of waterbase at 142.00....can I hold longterm?
ReplyDeleteThanks Dolly Mam for posting this analysis for Waterbase... This will make investors relaxed as Waterbase fell by 20 pts. today...
ReplyDeleteHello Mam,
ReplyDeleteWhat is your view on Meghmani Organics, its correcting before the results., any bad results expecting ?
There no any news, hopefully results will be good
DeleteHai Mam
ReplyDeleteThanks for your Timely Advise ,Can you Please advise can we buy Following Stock
at CMP
1) ITC , 2) Bajaj Finance , 3 ) Blue Dart , 4) Kajaria ,5) Syngene , 6) Symphony
7) PNC Infratech
All are very good stocks and able to give consistent return 10 -15% per year
DeleteMadam please suggest what level to watch or buy for waterbase.
ReplyDeleteToday I bought 200 @ 120.
How much correction pending in this counter further?
Seller will decide at what price they want to sell, normally it should trade near 150.
DeleteMa'am , any views on Mangalam drugs? It has run up nicely in past 6 months. Is there more upside in the stock.
ReplyDeleteMost of the good pharma stocks are over priced and trading at life time high PE. These stocks may give good return but it is not value buy for me
DeleteMa'am, any views on Mangalam Drugs, Heritage Foods and Kwality Limited ?
ReplyDeleteUmang and Prabhat are much better option
DeleteView on PG FOILS & POLYSPIN EXPORTS
ReplyDeleteSorry not tracking above stock
DeleteHello mam,
ReplyDeleteyour selfless effort is really appreciable.
god bless you.
Regards
vijay
Give some result update for the jk agri genetics please in detail.
ReplyDeleteHow is the sector for coming 1 or 2 years and how will be the behavior as per quarter wise.
Sure, I will post update on JK Agri and Chemfab
DeleteHi Mam,
ReplyDeleteI bought kothari petrochemicals as per your advise @ 25.5 qty 10000 its my first buy pls advise what should i do .
Ragani
Need to hold for 2 -3 years for decent gain
DeleteHi Dolly Mam: Is Indo Count Industries a value pick at CMP of 920? Please suggest.
ReplyDeleteNot advisable at such high price.
DeleteHi Mam, what are the reasons for increase in interest cost n depreciation in this Q for waterbase when merger is still pending.
ReplyDeleteQ1 was the best for shrimp feed industry, most of the short term borrowing and other costs will get settled in Q2.
DeleteHi dolly Ji,
ReplyDeleteThanks for this awesome blog and sharing valuable information with us. i have a query regarding this company - sharon bio medicine ltd. I bought this stock at 18 Rs about 2 months back. Could you please tell me your views on this stock, if any, should i hold on it or sell it. How does the company future look like.
Thanks in Advance,
Anand
Sorry not tracking Sharon bio
DeleteThanks for the response mam.
DeleteDear madam ji............
ReplyDeleteWhat Is Your Expectations Of TIIL Q2 Results . I Have 15000 Qt Can I Add 10000Qt at cmp Before Q2 Results (6th nov)... Pls Suggest Madam............
300 -500% in 2 -3 years
DeleteMam, what is your view on IG Petro .....looks will be benefited from crude fall ......reducing debt. ....
ReplyDeleteSorry not tracking IG Petro
DeleteMam
ReplyDeletePlease give your opinion about sonata software, 8kmiles software and cigniti technology .
Sorry not tracking above stocks
DeleteMadam when you post your next recommdation
ReplyDeleteLast week of Nov or first week of Dec
DeleteMadam pl comment on my portfolio consisting of page ind,gruh finance,repco home,granules, PI ind, torrent pharma,suven life & manapuram finance. thanks in advance
ReplyDeleteGranules, PI ind, Torrent pharma,Suven life are good stocks for investment
DeleteNot tracking others
Madam,
ReplyDeleteDo you track Granules India? I have also bought waterbase based on your suggestion. Do you think Waterbase will be 3-4 bagger in 2 years?
Granules is good stocks for investment
DeleteWaterbase can give 500% return easily from suggested price (Rs 60)
May I hold Page Industries ?
ReplyDeleteSorry not tracking Page Ind
Deletewhen do u enter a stock. do u buy your full qty and then recommend or is your buying staggered and is a process.
ReplyDeleteEntered in April 2015 and hold quantity as per investment plan in new stocks
DeleteMadam,what is your view on Indsil hydro power?
ReplyDeleteSorry not tracking Indsil hydro
DeleteMam I want to invest in tinplate company of india because the fundamentals are good, promoters are good, almost debt free and dividend yield are good but the return on equity of last five years is almost zero. So should I invest in this counter?
ReplyDeleteSorry not tracking Tin Plate
DeleteMa'am what is ur view on NOCIL ?? How much returns we can expect from 2 yrs time frame?plz suggest ma'am
ReplyDeleteIt is good stock and able to give 15 -20% return per year
Deletei am holding moldtekpack @227(414qty) and arrow coated products @470(176qty) from jan 2015 on words.kindly put your valuable inputs on the same.i just want to know whether ur holding moldtek pack or not
ReplyDeleteMold Tek pack is good stock and I still hold it. Not tracking other stock
DeleteMadam,
ReplyDeleteCan i still buy Kothari pet as it has moved 30% from your reco? Do you see it becoming multibagger in 2-3 years? Pls advise. Much appreciated.
I have not suggested any stock for 30% gain but 300 -500% in 2 -3 years. Need to read the blog (Kothari Petrochemicals - Changing with Time) and comments again for detailed answer
DeleteMam, is Vikasglobalone (530961) a good investment at CMP for 2-3 years.
ReplyDeleteSorry not tracking above stock
DeleteMam, thanks alot fr the result updates.
ReplyDeletePls advice if I can buy RS Software at CMP 128 almost at 52w low. and will it give 25-30% return in short term from here.
Thanks & Rgds,
Deepak
It may give 15 -20% per year.
DeleteMadam,i have leant that you were having R S Software...still you r holding or not..pls comment..
DeleteHi Mam, in earlier blog you have preferred Prabhat Dairy over Kwality Dairy..Can you shed some light on your choice as Kwality is big player in this sector with high PE, turnover n positive cash flow unlike Prabhat Dairy... Keen to know your views in order to understand more insights from expert..Thk in advance
ReplyDeleteKwality is matching the criteria of my stock selection due to this reason I am not tracking it.
DeleteIt is good stock for 2-3 years investment plan
ReplyDeleteCan I buy umang daries at cmp and will it give 200% return in 2-3yrs
ReplyDeleteYes
DeleteCan I also buy srikalasti pipes at cmp already increase d a lot
ReplyDeleteIt can give 20 -30% return per year.
DeleteGood morning mam.is any news resisting ndl to cross 140 level. Your view on q2 result. I have ndl @135.
ReplyDeleteNeed to hold for 2 -3 years for decent return. If stock is bought for multiple return than never look for 10 -20% plus or minus movement.
DeleteYou are amazing :) and astonished by your concern to followers.
ReplyDeleteMam ji your helping nature for small investor is great. Could you please suggest single digit stock for this Diwali as bonus for next five years
ReplyDeleteNext stock suggestion will be posted in the last week of Nov. Single or double digit but it will surely have strong fundamental and bright future.
DeleteAny hints please..
Deleteyour views on Jk Agri Genetics.its going downside.please comment mam.
ReplyDeleteIt is still value buy. Next best quarter will be Q1 2016. Poor monsoon and price capping on some seeds has taken the toll on most of the seed companies. Its peers (Monsanto and Kaveri) are affected and fallen more as compared to JK Agri.
DeleteMam can I buy sri kala Hasti pipe at this rate...
ReplyDeleteIt is good company and able to give consistent return 15 - 20% per year
DeleteWhat is your view on den network and siti cable?
ReplyDeleteSorry not tracking above stocks.
Deletehi mam ,
ReplyDeletei jhave camlin fine sciences @115 1000qty
united spirits @ 3100 100qty
nbcc @1000 100qty
investment period of alomost5-7year
and
i want to invest now in rama newprint and meghnani organics
All above stocks are good for long term investment and able to give consistent return 15 - 20% per year.
DeleteTHANK U FOR UR SUGGESTIONS
DeleteWill highly appreciate if u through some light on dhanuka agri, Sri pipes. & aifl for short term.
ReplyDeleteDhanuka agri and Sri pipes are good stock for investment but short term price movement is not predictable.
DeleteMam, can we add pocl @cmp??
ReplyDeleteYou can buy with 2 -3 year investment plan.
DeleteHi Dolly,
ReplyDeleteI am impressed about your knowledge on investing. I am planning to invest hugely on Waterbase. However, it's my perception shrimps farming includes high risk.
Please suggest if I can invest huge amount at current price?
Risk is integral part of any farming business in India. Indian farmers have faced several droughts and natural disasters but still they are top producer of several crops in the world.
DeleteYou can invest any amount for long term ( 2 -3 years)
Madam I am new to your blog.I have Waterbase@ rs 156and Capri india @ rs54.what% of return can i expect from this levels in 2 years?
ReplyDeleteWaterbase can give 100 -200% in 2 -3 years on your buying price.
DeleteNot tracking other stock
Hi Dolly,
ReplyDeleteI am impressed about your knowledge on value investing. I would like invest huge in Water base. Is that right decision at current levels? My holding period is 5 years.. Please suggest.
Yes, you can invest for long term. It will give decent gain in future.
Deleteany new idea
ReplyDeleteNext stock suggestion will be posted in the last week of Nov
DeleteWhat is your view on liberty shoes?? I bought it at 300. Should I hold it or should I book a loss and buy kothari petro?
ReplyDeleteIt is good stock but bought at higher price is the matter of concern. First of all never chase any stock at very high price. If already bought than need hold it with patience for at least 2 -3 years.
ReplyDeleteDolly madam i appreciate your work on this blog i have nmdc @160 levels it has 32000 crore reserves and good dividend history i want to accumulate it @80 levels i request you to guide me i have 5 years time frame or do u suggest me on this stock little details
ReplyDeleteIt can give 15 -20 % per year, further down side is limited.
DeleteIs FCEL a good buy at current levels.
ReplyDeleteYes, you can buy it for long term, at least for 3 years.
DeleteMAM
ReplyDeleteWAT IS UR VIEWS ON PTL , SRS , MEGHMANI ORGANICS AND GINNI FILAMENTS
I HAVE INVESTMENT PERIOD OF ALOMOST 3-5 YEARS IN THIS STOCK
Meghmani is good stock for investment, not tracking others
DeletePLEASE SHARE UR COMMENTS ON RAMA NEWSPRINT!
ReplyDeleteSorry not tracking RAMA NEWS
DeleteDear dolly mam, I want to invest in mold tek packaging and huhtamki ppl. I know it is appriciated a lot in last one year. Which price is good to enter in these both scripts.
ReplyDeleteBoth are good stock and able to give 15 -20% return.
DeleteGood morning Mam
ReplyDeleteWhats your view about pioneer embroidery, Mam . Is it a turnaround story?
Can we expect good business in the future?
Rgds
Sorry not tracking pioneer embroidery
DeleteMa'am R.S.Software has been coming down constantly.
ReplyDeleteYour Holding has also reduced. In June qtr it stands at 3.30% in Sept qtr its 3%. I hope there is no panic as such. You have sold 0.30% only that's not much but i hope you not planning to EXIT completely.
Some shares sold to reinvest in new stocks
DeleteHi, please share your views on Force Motors and if its a good buy at current levels. thanks.
ReplyDeleteIt is good buy for long term investment only
DeleteDear Mam I want to know your view on J K Dairies. I have entered at 80. today it is in LC. Can i add more? I have a view of min 5 years
ReplyDeleteInvestors have over estimated the results. Generally Q1 and Q2 are poor for dairy companies
DeleteMam.. Your view on umang dairies results....
ReplyDeleteGood for investment
DeleteGud evening mam. Technocrafts board will consider buy back of equity? Is it good or bad?
ReplyDeleteIf they want to use the free cash of the company to reduce the equity than it is good.
DeleteBuying back results in reduction in the number of available equity shares...companies usually buy backs to raise the price of remaining shares...it eventually raises the stock price... :)
DeleteMam, please give us some hint about your next recommendation(sector, market cap, dividend, price range)??
ReplyDeleteStock still not finalized, it will be decided by seeing the market condition and price of the stock during that period.
DeleteHi Mam,
ReplyDeleteI have some Nilkamal shares @429. After today's rise do think it's right time to book some profits or should I continue holding? Kindly advise.
Thanks
Hold it for much better gain in 2 -3 years
DeleteMam, bought kaveri seeds at an avg price of 590. Can I hold? orelse switchover to waterbase, dtil
ReplyDeleteHold Kaveri Seed, it can give good return in one year
DeleteMadam, whether Surya Roshni (500336) is at CMP a potential multibagger?
ReplyDeleteSorry not tracking Surya Roshni
DeleteDolly ji you hold madhucon project ? Share your view for 3-4 years view. Also for Bombay dyeing and anatraj also.
ReplyDeleteSorry not tracking above stocks
DeleteMam, ur view on shilpi cable??
ReplyDeleteSorry not tracking Shilpi cable
Deletemam when your new stock will be released....
ReplyDeleteLast week of Nov
DeleteMam,
ReplyDeletePlease share your view on Marksans Pharma. Thank you in advance.
Sorry not tracking Marksans Pharma
DeleteMam plz give your views on vardhman acrylics ltd.
ReplyDeleteSorry not tracking Vardhman acrylics
DeleteDolly Ma'am, which are the good pharma companies to study for multibagger returns....300-500% over 2-3 years
ReplyDeleteSure, I will post if I find any pharma stock with good fundamental at lower price.
DeleteHello mam. According to pe is man ind trading cheap at @cmp95 ? Can i buy or think kotheripet to add more. Thanks .
ReplyDeleteSorry not tracking Man Ind
DeleteMam.. Read the umang dairies results.. Profits are decreased because they are spending more money on marketing.. What is your view on the stock.. Can I add more for each dip.. Please suggest.. Or wait
ReplyDeleteInvestors have over estimated the results. Generally Q1 and Q2 are poor for dairy companies. Let it stabilize than buy
DeleteMadam, your view on FCEL. Can it be bought at CMP.
ReplyDeleteGood stock, can be bought for long term only
DeleteHi Maa'm,
ReplyDeleteI hold few shares of Xpro @54 . Please advice if I should add more at CMP or exit from it and invest in technocraft/Kothari petrochem
Nothing wrong with Xpro, it will perform better in future. Can be added at lower level.
DeleteDear Mam,
ReplyDeleteTechnocraft promoters already hold around 75%. Is the buyback an indication of company's delisting plan?
what could be the impact on public shareholders?If you explain this scenario, it will help all of us.
It will be clear on 06 Nov, hopefully to reduce the equity base. In both cases it will be good for investors.
DeleteHello mam,
ReplyDeleteBy when can we expect investment in dielectric films to get reflected positively in Xpro no. .....how do you see d quarterly no of the company that came yesterday.
Thank u.
Within 1 -2 years, once it will able to establish the market than we will not see this price again.
DeleteWhat do u think about xpro's Q2 result?? And what kind of development can we expect next
ReplyDeleteIt is too early to establish the market for new product. Once it will able to establish the market than we will not see this price again.
DeleteDear Maam,
ReplyDeleteI was able to pick 500 shares of Water Base at your suggested price...didn't add more due to lack of funds...Do you think it is the right time to add more or do you want me go with Kothari Petro for better returns?
You can start adding Waterbase in small quantities. Major up trend will start from Q1 2016.
DeleteDear Dolly,
ReplyDeleteI hv invested in xpro india 500@63.But i am lil dissapointed by d results ....Pls suggest (averaging , hold or exit).
Regards
Nitin jassal
Dear Nitin.. Stocks suggested by ma'am are for holding period of atleast 2 yrs for multiple returns..don't get panicked by short term movements and any oppurtunity is for add on dips...stay cool&stay long.. :)
DeleteHold it and add more with every fall. Within 1 -2 years, once it will able to establish the market than we will not see this price again.
DeleteWhy xpro going down .why result not good any problem with company
ReplyDeleteNo problem with company, it will take some time to establish the market for new product.
DeleteDear Dooly madam
ReplyDeletethanks for your reply i do hold sunil healthcare (sunloc) @30 now 85 uppercircuit please guide me to sell or hold.
You can hold it for further gain
DeleteHello mam, please share your views on Sun Pharma Adv. And any other stock suggestion in Pharma sector. Thanks.
ReplyDeleteSun Pharma Adv is good stock for investment. Syngene and Granules are also good stocks and able to give better returns
DeleteHI mam your view on intellect design and eros media for 2-3 yrs period ,is it worth buying at current levels
ReplyDeletesorry not tracking above stocks
DeleteAny update on XPRO india?
ReplyDeleteAre The Result According to ur Expectation and can we Avg the Stock. Was down 12% today @ 43-4.
No problem with company, it will take some time to establish the market for new product. Hold it and add more with every fall. Within 1 -2 years, once it will able to establish the market than we will not see this price again.
DeleteMadam please reply about AFL and xpro india. I hold both stock on your advice and it's regularly down trend quarter to quarter. Please suggest
ReplyDeleteBoth are good stocks, hold for better gain.
DeleteDear Dolly mam, I purchased 200 Nandan Denim share at the rate of 138 So How much target should I expect in long term?
ReplyDelete100 -200% expected in 2 -3 years
DeleteHello Mam,
ReplyDeleteCan we invest in the following stocks at Current Market Price - Nandan Denims, RSWM, Dhunseri Tea, Xpro India. What should be the time frame we should be invested to get good returns? Pls advise
Regards - Selvah
Hi..Ma'am already said to hold for at least 2 yrs :)
DeleteYes , you can invest.
DeleteHi Mam, what's your view on Technocraft buyback? Holding good quantity. Please advice.
ReplyDeleteIt is good for investors in both options ( reducing the equity or delisting)
DeleteHi mam, can you please view Phoenix lamps? What are growth prospect after new management of suprajeet engg?
ReplyDeleteSorry not tracking Phonix lamp
DeleteThis comment has been removed by the author.
ReplyDeleteHello mam, please share your views on Morepen Labs. It has shown some significant uprise in the last few days. Thanks.
ReplyDeletehi mam,what is your opinion on umang diary? i bought it at the price of 81.It is daily lower circuit.quarter results also not satisfactory.pls suggest your views on it
ReplyDelete