Sunday, November 15, 2015

Festive Greetings




Dear Readers,



I will be out of station for ten days and may not able to reply you on time due to busy schedule. Q2 Results update will be posted  in the last week of November. Sorry for inconvenience.

Dolly

222 comments:

  1. Thank you madam, Wish you a very happy diwali

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  2. Thank u soo much for the info ma'am... Happy journey :)

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  3. This comment has been removed by the author.

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  4. Dollyji, enjoy you break and come back recharged. All the best for a peaceful and happy time.

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  5. Wish U a Very Very Happy Holiday

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  6. Mam, does Q2 numbers of DTIL includes top and bottom line of malawai africa?

    ReplyDelete
    Replies
    1. No, published result is standalone only (Indian tea production and retail). Company publishing consolidated result in year end.

      Delete
  7. RajeevjDollyji, Greeting to you too....

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  8. Wish you a very happy journey & vacation. Enjoy your break & come back rejuvenated. Thanks for informing...we are waiting for you.

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  9. Wish you a very Happy Diwali and safe journey...

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  10. Mam, any idea about new product DTIL going to introduce in its portfolio from fmcg sector?

    ReplyDelete
    Replies
    1. Its tea brands are very popular in Rajasthan, most probabily of initial launch of food and snacks items . Company will give exact update before launch

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  11. Dollyji: Wishing you a very happy and safe journey...

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  12. Have a safe journey and happy break

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  13. Dear Dollyji,

    Good to hear that you have taken break from your busy routine.

    Please have my best wishes for festive seasons and good luck for safe journey during the break.

    Regards,

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  14. Mam, thanx fr informing us.
    Enjoy your Diwali vacation to the core !
    Best Wishes to you and your family !!

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  15. Replies
    1. Good for long term only , 10-15 % return per year

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  16. Your valuable views on den network and Hathaway cable please?

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  17. Hi mam. I am trying to identify small cap fund.. In my go through found Lycos Internet Ltd.. Can you please look into it and comment.. It helps us to learn more.. Thank you

    ReplyDelete
    Replies
    1. Sorry not tracking Lycos. Look for good stock with some fundamental and product

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    2. OK mam. Will go through some more to find better fundamental stock

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    3. mam as suggested waited for umang dairies to correct and bought at 60.. can you please suggest hold time and expected price.. thank you.

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    4. 2-3 years for 100% - 200% return

      Delete
  18. Hello Mam, first of all wish u happy and a prosperous New year. I m in very early stage of my investments in STK MKT, now getting some ideas about money control and other blogs , urs one too. So mam, please share ur views on Lincoln pharma, Valson Ind, & zoom in sugar sector? Thank u so much. and i also want to learn Intraday trading, so plz guide me on that also. Thank u .

    ReplyDelete
    Replies
    1. Lincoln pharma is good stock for investment.
      Not tracking Valson Ind.
      sugar sector still struggling , not advisable for investment.
      I have no idea about intraday trading and it is not advisable for new or small investors.

      Delete
  19. Hello Madam. ..Do you think it is advisable to enter in welspun corporation at current levels or should I wait for some more correction ..despite of excellent Q2 results stock is 5% down today( Cmp= 98)..??

    Awaiting your useful advice. .

    Thanks. .

    ReplyDelete
    Replies
    1. Steel and pipe sector still struggling, wait for some more correction.

      Delete
  20. Dear mam,
    Whats your thought on 1)ujaas 2)vidhi dyestuffs 3) v2 retail. I am holding all the three stocks and requesting your feedback to hold/sell

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  21. Mam please enjoy ur vacations and i request people to ask for questions after 10 days.

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  22. Mam can umang be added at CMP59, Trident @55 or NCL industries @130....
    Could you suggest which one of these could yield max returns also considering the risk factor? or if u can suggest some other stock better than these.
    Looking to invest some money.

    ReplyDelete
    Replies
    1. All are good stock, and able to give 15-20% return per year. Still Technocraft and DTIL are better option for investment.

      Delete
  23. Mam, there is a news of Waterbase that there palnt is flooded. Should we sell or keeping buying on declines?

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    Replies
    1. Nothing to worry about any temporary situation of higher rain fall, rain is good for shrimp farming.

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  24. Replies
    1. It is good stock for investment for long term only

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  25. DEAR MAM,

    WAT DO U THINK OF LA OPALA RG STOCK FOR INVESTMENT PERIOD OF 3-5 YRS

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  26. Hi Dolly Ji,have a splendid vacation!
    looking fwd to your advice when you have the timeI have capital of around 1 lac.

    1)Can you please advice if i can buy your stock recos at CMP?
    2)Can you pls give your opinion on Sunil Hi tech,Shreyas Shipping,GE SHipping,Centum electronics.These stocks seems to be available at attractive valuations .

    Thank you very much

    ReplyDelete
    Replies
    1. Sorry not tracking above stocks.

      Still Technocraft and DTIL are the best option for investment

      Delete
    2. Thank you,Dolly ji for your advice.
      Best regards

      Delete
  27. mam. i want to add some more umang dairies ltd..please suggest..is it a right decision ...please let me know any good stock in the same price range if not...

    ReplyDelete
    Replies
    1. You can add Umang, it is good stock for long term investment.

      Next stock suggestion will be posted in first week of December.

      Delete
    2. ok mam.. will wait for next stock suggestion... thank you

      Delete
  28. Hi Mam, sorry to post on your vacation...please give your valuable views on below stocks when u get time or when u r back
    1. Venus Remedies - your holding. why there is no improvement in the stock, any problems. Is it good long term investment
    2. kopran
    3. Kanoria chemicals
    4. Associated Alcohol

    Waiting for your next recommendation mam

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  29. Venus Remedies is little risky, not advisable for new or small investors.

    not tracking other stocks

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  30. Mam can we accumulate kothari petro chem

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  31. Madam, whats your view on Coral Laboratories.

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  32. mam want to portfolio allocation for kothari petrochem...also your views on Huhtamaki ppl,why the price is going downside?i am holding from this cmp 310.waiting for your reply....

    ReplyDelete
    Replies
    1. you can allocate 10 - 20 % in Kothari Petrochemical. Huhtamaki is good stock, it has given more than 400% return in last 2 years. Your purchase price was near lifetime high. It can give good return in long term

      Delete
  33. Hi mam.waiting for ur q2 result analysis of all reco stocks spl wb. Thanks.

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  34. Ma'am any comments on bodal chemical ltd .. Thanks

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  35. hi mam ,any view on selan exploration for long term holding upto 5-6 years

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  36. Mam is Sutlej Textiles a buy at CMP? If yes, could it be a multibagger?

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    Replies
    1. Nandan is better option than Sutlej

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    2. Mam.. Can I add some more now.. Entered at 43..thank you.. What is the hold time and how much return can I expect... How much % of portfolio need to allocate this.

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  37. Mam, I hold lumax automotive systems which is trading at 40..do you suggest to switch to lumax auto ?

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    Replies
    1. Thank you soooo much!! As you suggested,I have hold this stock and today it's UC 20% up..thanks a lot again..what is expected returns from this stock?

      Delete
    2. Mam.. I have one doubt.. Please clarify.. This will enhance my leaning.. From past 2 years it's quarterly earnings are increasing negative way...why the stock price is increasing.. One +ve part, they have enough money in balance sheet..

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  38. I have a basic/silly doubt.....if we get a bonus of 1:2 as recommended by the board......for every 2 shares we will get a 1 share......so if someone has 1000 shares he/she get 500 more shares but then the share price reduces too....so what is the benefit......

    ReplyDelete
    Replies
    1. Any stock
      I just wanted to get the rationale behind bonus shares
      Here I was talking abt Kothari Products

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    2. Theoretically speaking there is no any benefit bt practically bonus share increases no of shares n thereby increase liquidity which in turn leads to better price discovery n if the cos fundamental is promising its share price appreciation will b a bit quick then otherwise also it gives feel gud factor psychologically.....!!!

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    3. yes, bonus is good option to increase the liquidity of stock without splitting the FV. If company able to maintain same % dividend after bonus then there is fair chances to reach the stock price at same level within 1- 2 years

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  39. Mam,
    can you please give your view on EROS INTL cmp @236/- Inspite of good results its come down.
    Pls suggest.

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  40. Hi madam , I would be travelling to Delhi this weekend , would it be possible to meet you at any time as per your convenience. Regards ........

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  41. Mam, please give us some hints about your next stock recommendation on this blog?

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    Replies
    1. Next week along with results update

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    2. Hi Mam, I feel this kind of hints will lead to unnecessary speculation and it is not helpful or favourable to small or new investors like us. Hope you understand our concern. The same thing happened during kothari petro.

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    3. all are small investors on this blog, small hints just increase curiosity in us to do more research and reading. I guess it is difficult for us to do any kind of speculation.

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    4. I kind of agree with Bharat. Everyone needs to do some research by themselves or at least put efforts to get ahead of the curve rather than depending on free food.

      Delete
  42. mam we r all very greatfull to u for wt u have done for all us following ur blog. we also know u keep a low profile in d media and hardly come in lime light. but as ur followers can u share some insight wid all of us about urslf. we all keep asking u questions out of greed but I think all of us would love to know about our role model. thanks god bless u

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  43. Hello Ma'am,

    Can you plz guide on how does buy back works when company floats tender offer and the investor wants to offer his shares to the company? e.g. Just Dial offered a buy back tender offer at 1550 and CMP is ~950. This is straight 33% gain in few days, so how to go about it? Also is there any fallacy in such high differential buy back? Technocraft as well announced buy back at 270 when market price was around 200

    ReplyDelete
    Replies
    1. No one will sell at lower price. Offer or issue manager is assigned to facilitate the customers

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  44. mam ,please share your view about Indian terrain.?what are the expected return in 1-2 yrs

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  45. Madam,is it good time to enter in R.S software & career point at camp?

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  46. Hello maam i am a new comer in share market. Could you please suggest me best to invest.

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    Replies
    1. You can start by investing in Technocraft and DTIL

      Delete
  47. Mam can u suggest some rail stock for budget.

    I bought texmaco infra and titagargh wagons. How about kalindee rail. Pls advise

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  48. Hi maam... I have around 80 shares in rswm..average price @313...Shall i exit or hold..

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  49. Ma'am do u see any problem with theanagement of rs software .. It is so difficult to judge management integrity

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    Replies
    1. There is no problem related to management but company unable to get desired orders from clients. Not advisable any fresh investment

      Delete
  50. Madam, hope u r having happy vacation..can you share your valuable suggestions on Balkrishna industries?

    ReplyDelete
    Replies
    1. Balkrishna industries is good stock for investment and consistent gain.

      Delete
  51. DEAR MAM,

    WAT DO U THINK OF LA OPALA RG STOCK FOR INVESTMENT PERIOD OF 3-5 YRS

    ReplyDelete
    Replies
    1. It has already given multiple gain, still it is good investment for consistent gain 15 -20% per year

      Delete
  52. mam i bought shilpa at cmp 474 (qty180).now the price is going to downward.is there any bad news?should i hold for long term?

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  53. Asian granito view

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  54. Replies
    1. Yes you can add with investment plan for 2 -3 years.

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  55. Please share your suggestion on Vishnu Chemicals. Is it a good investment at CMP 445.5

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  56. Hi Mam,

    Your view on Tree house education @ Rs 200/-. There is a concern over higher receivables and looks like that is the over hang for the stock.

    You comments Mam.

    Regards,
    Venu.

    ReplyDelete
  57. Dear Dolly Mam,

    Your View on Essel Propack @ 150/- . Looks like it is a play on global consumer play. Does it meets your stock selection criteria?

    Thanks & Regards,
    Venu.

    ReplyDelete
    Replies
    1. Essel Propack is good stock for long term investment

      Delete
  58. Good morning mam. Can i book profit at atul auto @ 530. And buy dtil and tiil at cmp? Thanks.

    ReplyDelete
    Replies
    1. Sorry not tracking Atul Auto but DTIL and TIIL can give multiple gain in 2 -3 years

      Delete
  59. Hi Maam,

    What is your view on sarla performance and fibres

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  60. mam your view on Innovative Tech Pack Ltd...

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  61. mam your view on All Prices in MANALI PETROCHEMICAL LTD.

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  62. hi madam,
    really grate blog. came across late. want to invest some of your recommendations like kothari and technocraft. i see they run up a lot from the suggested levels. please guide to me invest if you have anything in your mind which will be a value buy at this moment. i am long term investor

    Thanks
    sudheer

    ReplyDelete
    Replies
    1. DTIL and Technocraft are the best option for investment

      Delete
  63. Mam, I bought waterbase@123 (qty: 200), gati@171(qty:100) , kotharipet@ 24 (qty: 200), ifci@27 (qty: 200).. Please let me know ur views on these above stocks and also for gati should I hold...??

    ReplyDelete
    Replies
    1. All above stocks can give good return in 2-3 years.

      Not tracking IFCI.

      Delete
  64. Dear Mam, I am a follower of your blog. I am holding NDL, DTIL, WB, RSWM, JKAG, TIIL in my port folio. If I have to add more in any one of these stocks which one will be the better? I mean to say which one could be the best potential to become BIG company?

    ReplyDelete
    Replies
    1. DTIL you can add more. It will become FMCG company in future.

      Delete
  65. hello madam,
    is it fine to buy lincoln pharma @200 or shall we wait for further corrections or shall i invest in TIIL.

    ReplyDelete
    Replies
    1. Sorry not tracing Lincoln pharma but Technocraft will give multiple gain in 2- 3 years time

      Delete
  66. Hi mam.. Came across two technology companies on big data.. Next generation technology.. Cambridge technology enterprises and kellton tech solution ltd...

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  67. Dolly Mam,

    How is JP Power Ventures? Do you see a turnaround in this company? I hold 1500 shares of this. Please advice. Thanks.

    ReplyDelete
    Replies
    1. It can give good gain in long term only ( if 5 years investment plan and enough patience)

      Delete
  68. Dolly mam do you hold Skm egg products. Till when company is expected to expand its present capacity.

    ReplyDelete
    Replies
    1. Yes I hold some stocks. Capacity expansion still is in pipe line, it may take 1 -2 years time.

      Delete
  69. Mam, Whether Kisan Mouldings Ltd(530145) is a value buy at CMP?The company has elite group of customers in its fold.Clientele
    An elite list of some of our valued customers / organisation & builders and their project where "KISAN" products has been used in addition to millions of farmers.
    M/s B. R. Shirke Construction Technology Pvt. Ltd.
    M/s Indian Petrochemicals Corporation Limited
    M/s Hiranandani Constructions
    M/s Lloyds Steel

    M/s Peninsula Land Limited
    Raheja
    Kalpataru
    M/s Lokhandwala Developers Pvt. Ltd.

    Haware
    Great Eastern Shipping & Const
    Voltas
    Eden Garden

    M/s D. S. Gupta Constructions Pvt. Ltd.
    Evershine
    Jain Housing
    M/s Pioneer Contractors

    M/s Dhanalaxmi Enterprises
    JMC Construction
    M/s Sankalp Structures Pvt. Ltd.
    Suyog Builders

    Maharashtra Jeevan Pradhikaran
    L&T
    HCC Ltd.
    Unity Infra Projects Ltd.

    Gammon India Ltd.
    Jamnagar Muncipal Corporation
    Shapoorji Pallonji Ltd.
    Tata Power Company Ltd.

    Tata Projects Ltd.
    Tata Consultancy Engineers Ltd.
    Naik Naware & Associates
    Hindalco Industries Ltd.

    JNPT
    BSNL
    MTNL
    Lucen Technologies Hindustan Ltd.

    Reliance Infocam Ltd.
    Marathon
    M/s Prestige Group
    M/s Sterling Builders

    M/s Iskcon Temple [New Project]
    M/s Brigade Group
    Safal Group
    Kerala Water Supply Authority

    M/s Ramoji Film City
    M/s Ansal Sushant City
    M/s Parshvnath Developers
    Telecommunications Consultant India

    M/s B H E L
    Rajkot Muncipal Corporation
    M/s Rain Tree Park [UM MALAYSIA TOWNSHIP]
    M/s Ramkey Engineers

    MPLUN
    Kerala Water Supply Authority
    Please advise

    ReplyDelete
    Replies
    1. Company unable to control the debt and posting continuous loss. In 2010 investors suffered heavy losses due to stock price rigging issue.

      Delete
  70. Mam, DTIL has made Approx 28 Cr standalone gross profit in H1(Q1+Q2)...if Profit of Q3 will same of loss in Q4..standalone yearly gross profit 28 CR if African business make approx 18 CR profit than total consolidated gross profit will be 46 CR ....Market Cap is only 190 CR .....what is your kind estimate ....

    ReplyDelete
  71. As earlier mentioned in the blog that it will give multiple return in 2-3 years. Company is going to venture into consumer products, it will further add the value.

    ReplyDelete
  72. Hi Mam,
    i bought kothari petrochemical as per your recommendation @ 24.85 around 2000 qty how does the future look like pls advise.
    I have some cash of around 50K is good to invest now and what shares should I invest in as I am very new to market.
    Thanks
    Ragani

    ReplyDelete
    Replies
    1. Kothari Petro will give very good return in 2-3 years, needs to hold with patience.

      You can Invest in next stock, it will be posted during week end. DTIL and Technocraft are still very good option for investment.

      Delete
  73. Sudden fall in Asian granito any issue ? Can it considered good opportunity?

    ReplyDelete
    Replies
    1. It is very good stock for long term investment but it will move up with construction and reality sector

      Delete
  74. Mam when is your next suggestion.. What is the % portfolio we need to allocate for that.. Thank you

    ReplyDelete
    Replies
    1. It will be posted on 04 .12 .2015 evening time. If we are investing in low price stocks like Kothari Petro in early growth stage than 5 - 10 allocation is sufficient.

      Delete
  75. Hi Mam, could you please track AVANTEL LTD. The management has guided 400 cr revenues in next 3-5 years whereas the current revenue is 16 cr for the full year.

    ReplyDelete
  76. Mam can I enter DCM SHRIRAM LTD @ 139....

    ReplyDelete
  77. Hi Dolly Mam,

    You mentioned that Pantaloon Fashion & Retail Ltd (PFRL) is a good stock for long term due to the AB group merger. But their debt is very high approx rs1050 crores. With such a high debt, how do the company perform post merger?
    Your views on the merged entity (ABFRL) .

    Regards,
    Venu.

    ReplyDelete
    Replies
    1. After merger its turnover will be +10000 Cr and 1000 Cr debt is very small for such huge company

      Delete
  78. Dolly JI
    Is OM Metals a buy at 52?or u still tate DTIL or TIIL better buy at CMP
    Thanks in advance

    ReplyDelete
    Replies
    1. Sorry not tracking OM but DTIL and TIIL are still value buy.

      Delete
  79. Hi Mam, Your view on Subex? Looks like this company is turning around and doing good.

    Regards,
    Venu.

    ReplyDelete
  80. Dear Dolly Mam, When is your next recommendation? Waiting eagerly for it.

    Thanks & Regards,
    Venu.

    ReplyDelete
  81. NEXT STOCK
    STILL WAITING

    ReplyDelete
    Replies
    1. It will be posted after market hours on 04 .12 .2015

      Delete
  82. Hi Dollyji, Need your opinion on Transport Corp and Gati. Are these at good buy level now

    ReplyDelete
    Replies
    1. Gati is good stock for long term investment, not tracking Transport Corp

      Delete
  83. Dear Madam,

    What is your view on MM Forgings @ CMP 517 for 2 to 3 years of time frame ?

    Thanks,
    Vinay

    ReplyDelete
    Replies
    1. MM Forgings is good stock for long term investment.

      Delete
  84. Hi, Whether Huhtamaki ppl Ltd is good stock to buy. Pl give ur expert opinion

    ReplyDelete
    Replies
    1. It is good stock for investment and able to give consistent 15 -20% return per year

      Delete
  85. Hello Mam,

    Purchased TIIL as per recommendation. Thank you Mam

    ReplyDelete
    Replies
    1. Technocraft and DTIL are still very good risk free option for investment.

      Delete
  86. Hello Mam,

    could you know views on centum electronics/ wonderla

    ReplyDelete
  87. Hi Mam

    is there any reason why Pondy oxides is not moving up after result?

    ReplyDelete
    Replies
    1. It is in consolidation phase, next move will start with Q3 results

      Delete
  88. Mam, ur view on heritage foods. Can we enter @cmp? Are u still holding heritage foods?

    ReplyDelete
    Replies
    1. It is good stock for long term investment, yes I still hold

      Delete
  89. Mam, whether Kabra Extrusion Technik Ltd (524109) a value but at CMP?

    ReplyDelete
  90. Hi Dolly Mam, Do you seen any company which will be a major beneficiary of GST, if it is passed in this parliament session for long term investment?

    Regards,
    Venu.

    ReplyDelete
    Replies
    1. Still I have not tracked any GST beneficiary stock.

      Delete
  91. Mam, when we going to get Q2 results update?

    ReplyDelete
  92. Hi, ur view on Sankhya infotech, Aksh optifibre and Jagsonpal pharma?

    ReplyDelete
  93. Hi Dolly Mam, Thank you for taking time to answer our queries.
    Can you please share your view on the following stocks for long term (5yrs) investment ?
    1. Gati @ 175/-
    2. Kanpur Plastipacks @ 160/-
    3. Century plyboards @ 190/-

    Please share your view with respect to management, business & valuation point of view.

    Thanks & Regards,
    Venu.

    ReplyDelete
  94. Dear Mam,

    I have a general question on pantaloon fashion & retail (PFRL) merger plans.
    Why Aditya Birla group is acquiring the loss making and debt ridden PFRL?
    What is the benefit AB group is getting from this merger ? All the powerful brands (Allen Solly, Louis Philippe, Van Huesen etc,,) are with AB group.
    Need your help to understand.

    Regards,
    Venu.

    ReplyDelete
  95. mam what's the actual portfolio allocation for kothari petrochem? when i ask on 24.11.2015 you told me that 10 - 20 % is best for allocation.but on nov 30 you replied another one is that "If we are investing in low price stocks like Kothari Petro in early growth stage than 5 - 10 allocation is sufficient".so which statement i go for?

    ReplyDelete
  96. Hi, Your view on Lloyd Electric, Astra micro & Hindustan Tin Works ?

    ReplyDelete
  97. Hi mam
    Will you advise sweeping Lanco infra with jp power..... both co has tremendous debt bt out of 2 whose prospect looks better or shall 1 sell it right away...hold price is 15

    ReplyDelete
  98. Dear Mam,Can we accumulate Avanti feeds at current level 480 .Post split stock is falling.Is this value buy .Kindly suggest

    ReplyDelete