Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
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.
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
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 .
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.
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)..??
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.
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 .
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...
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
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....
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
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.
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..
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......
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.....!!!
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
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.
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.
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.
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
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
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
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...??
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?
Hi mam.. Came across two technology companies on big data.. Next generation technology.. Cambridge technology enterprises and kellton tech solution ltd...
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.
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 ....
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.
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
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.
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.
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) .
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.
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.
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?
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
Thank you madam, Wish you a very happy diwali
ReplyDeleteThank u soo much for the info ma'am... Happy journey :)
ReplyDeleteThis comment has been removed by the author.
ReplyDeleteDollyji, enjoy you break and come back recharged. All the best for a peaceful and happy time.
ReplyDeleteWish you happy Holidays..!!!!
ReplyDeleteWish U a Very Very Happy Holiday
ReplyDeleteMam, does Q2 numbers of DTIL includes top and bottom line of malawai africa?
ReplyDeleteNo, published result is standalone only (Indian tea production and retail). Company publishing consolidated result in year end.
DeleteRajeevjDollyji, Greeting to you too....
ReplyDeleteWish you a very happy journey & vacation. Enjoy your break & come back rejuvenated. Thanks for informing...we are waiting for you.
ReplyDeleteWish you a very Happy Diwali and safe journey...
ReplyDeletehappy diwali mam
ReplyDeleteMam, any idea about new product DTIL going to introduce in its portfolio from fmcg sector?
ReplyDeleteIts tea brands are very popular in Rajasthan, most probabily of initial launch of food and snacks items . Company will give exact update before launch
DeleteDollyji: Wishing you a very happy and safe journey...
ReplyDeleteHave a safe journey and happy break
ReplyDeleteDear Dollyji,
ReplyDeleteGood 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,
Mam, thanx fr informing us.
ReplyDeleteEnjoy your Diwali vacation to the core !
Best Wishes to you and your family !!
Happy vacation dolly madam
ReplyDeleteView on petronet lng
ReplyDeleteGood for long term only , 10-15 % return per year
DeleteYour valuable views on den network and Hathaway cable please?
ReplyDeleteSorry not tracking above stock
DeleteHi 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
ReplyDeleteSorry not tracking Lycos. Look for good stock with some fundamental and product
DeleteOK mam. Will go through some more to find better fundamental stock
Deletemam as suggested waited for umang dairies to correct and bought at 60.. can you please suggest hold time and expected price.. thank you.
Delete2-3 years for 100% - 200% return
DeleteHello 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 .
ReplyDeleteLincoln pharma is good stock for investment.
DeleteNot 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.
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)..??
ReplyDeleteAwaiting your useful advice. .
Thanks. .
Steel and pipe sector still struggling, wait for some more correction.
DeleteDear mam,
ReplyDeleteWhats 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
Sorry not tracking above stocks
DeleteMam please enjoy ur vacations and i request people to ask for questions after 10 days.
ReplyDeleteMam can umang be added at CMP59, Trident @55 or NCL industries @130....
ReplyDeleteCould 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.
All are good stock, and able to give 15-20% return per year. Still Technocraft and DTIL are better option for investment.
DeleteMam, there is a news of Waterbase that there palnt is flooded. Should we sell or keeping buying on declines?
ReplyDeleteNothing to worry about any temporary situation of higher rain fall, rain is good for shrimp farming.
DeleteHappy diwali dolly ji
ReplyDeletemam could u tell about pfizer ?
ReplyDeleteIt is good stock for investment for long term only
DeleteMam how about brooks lab ?
ReplyDeleteSorry not tracking above stock
DeleteDEAR MAM,
ReplyDeleteWAT DO U THINK OF LA OPALA RG STOCK FOR INVESTMENT PERIOD OF 3-5 YRS
Hi Dolly Ji,have a splendid vacation!
ReplyDeletelooking 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
Sorry not tracking above stocks.
DeleteStill Technocraft and DTIL are the best option for investment
Thank you,Dolly ji for your advice.
DeleteBest regards
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...
ReplyDeleteYou can add Umang, it is good stock for long term investment.
DeleteNext stock suggestion will be posted in first week of December.
ok mam.. will wait for next stock suggestion... thank you
DeleteHi Mam, sorry to post on your vacation...please give your valuable views on below stocks when u get time or when u r back
ReplyDelete1. 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
Venus Remedies is little risky, not advisable for new or small investors.
ReplyDeletenot tracking other stocks
Mam can we accumulate kothari petro chem
ReplyDeletesure
DeleteMadam, whats your view on Coral Laboratories.
ReplyDeleteSorry not tracking Coral Lab
Deletemam 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....
ReplyDeleteyou 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
DeleteHi mam.waiting for ur q2 result analysis of all reco stocks spl wb. Thanks.
ReplyDeleteIt will be posted before month end
DeleteMa'am any comments on bodal chemical ltd .. Thanks
ReplyDeleteSorry not tracking Bodal chem
Deletehi mam ,any view on selan exploration for long term holding upto 5-6 years
ReplyDeleteyes it can give decent return in long term
DeleteMam is Sutlej Textiles a buy at CMP? If yes, could it be a multibagger?
ReplyDeleteNandan is better option than Sutlej
DeleteMam what about trident ltd..
DeleteGood stock for investment
DeleteMam.. 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.
DeleteMam, I hold lumax automotive systems which is trading at 40..do you suggest to switch to lumax auto ?
ReplyDeleteHold Lumax Auto systems
DeleteThank 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?
DeleteAnother 20%up today
Delete100% return in 1 -2 years
DeleteMam.. 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..
DeleteI 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......
ReplyDeletewhich stock?
DeleteAny stock
DeleteI just wanted to get the rationale behind bonus shares
Here I was talking abt Kothari Products
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.....!!!
Deleteyes, 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
DeleteMam,
ReplyDeletecan you please give your view on EROS INTL cmp @236/- Inspite of good results its come down.
Pls suggest.
Sorry not tracking EROS
DeleteHi madam , I would be travelling to Delhi this weekend , would it be possible to meet you at any time as per your convenience. Regards ........
ReplyDeleteSorry , I'm out of station.
DeleteMam, please give us some hints about your next stock recommendation on this blog?
ReplyDeleteNext week along with results update
DeleteHi 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.
DeleteSure
Deleteall 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.
DeleteI 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.
Deletemam 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
ReplyDeleteHello Ma'am,
ReplyDeleteCan 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
No one will sell at lower price. Offer or issue manager is assigned to facilitate the customers
Deletemam ,please share your view about Indian terrain.?what are the expected return in 1-2 yrs
ReplyDeleteSorry not tracking above stock
DeleteMadam,is it good time to enter in R.S software & career point at camp?
ReplyDeleteNot advisable for new or small investors
DeleteHello maam i am a new comer in share market. Could you please suggest me best to invest.
ReplyDeleteYou can start by investing in Technocraft and DTIL
DeleteMam can u suggest some rail stock for budget.
ReplyDeleteI bought texmaco infra and titagargh wagons. How about kalindee rail. Pls advise
Sorry not tracking Kalindee Rail
DeleteHi maam... I have around 80 shares in rswm..average price @313...Shall i exit or hold..
ReplyDeleteNeeds to hold RSWM
DeleteMa'am do u see any problem with theanagement of rs software .. It is so difficult to judge management integrity
ReplyDeleteThere is no problem related to management but company unable to get desired orders from clients. Not advisable any fresh investment
DeleteMadam, hope u r having happy vacation..can you share your valuable suggestions on Balkrishna industries?
ReplyDeleteBalkrishna industries is good stock for investment and consistent gain.
DeleteDEAR MAM,
ReplyDeleteWAT DO U THINK OF LA OPALA RG STOCK FOR INVESTMENT PERIOD OF 3-5 YRS
It has already given multiple gain, still it is good investment for consistent gain 15 -20% per year
Deletemam 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?
ReplyDeleteSorry not tracking Shilpa
DeleteAsian granito view
ReplyDeleteGood stock for long term investment
DeleteMam, can we add POCL@cmp?
ReplyDeleteYes you can add with investment plan for 2 -3 years.
DeletePlease share your suggestion on Vishnu Chemicals. Is it a good investment at CMP 445.5
ReplyDeleteSorry not tracking Vishnu Chemicals
DeleteHi Mam,
ReplyDeleteYour 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.
Sorry not tracking Tree house education
DeleteDear Dolly Mam,
ReplyDeleteYour 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.
Essel Propack is good stock for long term investment
DeleteGood morning mam. Can i book profit at atul auto @ 530. And buy dtil and tiil at cmp? Thanks.
ReplyDeleteSorry not tracking Atul Auto but DTIL and TIIL can give multiple gain in 2 -3 years
DeleteHi Maam,
ReplyDeleteWhat is your view on sarla performance and fibres
Sorry not tracking Sarla performance
Deletemam your view on Innovative Tech Pack Ltd...
ReplyDeleteSorry not tracking Innovative Tech Pack
Deletemam your view on All Prices in MANALI PETROCHEMICAL LTD.
ReplyDeleteSorry not tracking MANALI PETRO
Deletehi madam,
ReplyDeletereally 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
DTIL and Technocraft are the best option for investment
DeleteMam, 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...??
ReplyDeleteAll above stocks can give good return in 2-3 years.
DeleteNot tracking IFCI.
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?
ReplyDeleteDTIL you can add more. It will become FMCG company in future.
Deletehello madam,
ReplyDeleteis it fine to buy lincoln pharma @200 or shall we wait for further corrections or shall i invest in TIIL.
Sorry not tracing Lincoln pharma but Technocraft will give multiple gain in 2- 3 years time
DeleteHi mam.. Came across two technology companies on big data.. Next generation technology.. Cambridge technology enterprises and kellton tech solution ltd...
ReplyDeleteSorry not tracing above stocks
DeleteDolly Mam,
ReplyDeleteHow is JP Power Ventures? Do you see a turnaround in this company? I hold 1500 shares of this. Please advice. Thanks.
It can give good gain in long term only ( if 5 years investment plan and enough patience)
DeleteDolly mam do you hold Skm egg products. Till when company is expected to expand its present capacity.
ReplyDeleteYes I hold some stocks. Capacity expansion still is in pipe line, it may take 1 -2 years time.
DeleteMam, Whether Kisan Mouldings Ltd(530145) is a value buy at CMP?The company has elite group of customers in its fold.Clientele
ReplyDeleteAn 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
Company unable to control the debt and posting continuous loss. In 2010 investors suffered heavy losses due to stock price rigging issue.
DeleteMam, 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 ....
ReplyDeleteAs 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.
ReplyDeleteHi Mam,
ReplyDeletei 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
Kothari Petro will give very good return in 2-3 years, needs to hold with patience.
DeleteYou can Invest in next stock, it will be posted during week end. DTIL and Technocraft are still very good option for investment.
Sudden fall in Asian granito any issue ? Can it considered good opportunity?
ReplyDeleteIt is very good stock for long term investment but it will move up with construction and reality sector
DeleteMam when is your next suggestion.. What is the % portfolio we need to allocate for that.. Thank you
ReplyDeleteIt 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.
DeleteHi 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.
ReplyDeleteSorry not tracking AVANTEL
DeleteMam can I enter DCM SHRIRAM LTD @ 139....
ReplyDeleteSorry not tracking DCM SHRIRAM
DeleteHi Dolly Mam,
ReplyDeleteYou 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.
After merger its turnover will be +10000 Cr and 1000 Cr debt is very small for such huge company
DeleteDolly JI
ReplyDeleteIs OM Metals a buy at 52?or u still tate DTIL or TIIL better buy at CMP
Thanks in advance
Sorry not tracking OM but DTIL and TIIL are still value buy.
DeleteHi Mam, Your view on Subex? Looks like this company is turning around and doing good.
ReplyDeleteRegards,
Venu.
Sorry not tracking Subex
DeleteDear Dolly Mam, When is your next recommendation? Waiting eagerly for it.
ReplyDeleteThanks & Regards,
Venu.
It will be posted on 04 .12 .2015 evening time
Deleteany view on gmdc?
ReplyDeleteSorry not tracking GMDC
DeleteNEXT STOCK
ReplyDeleteSTILL WAITING
It will be posted after market hours on 04 .12 .2015
DeleteHi Dollyji, Need your opinion on Transport Corp and Gati. Are these at good buy level now
ReplyDeleteGati is good stock for long term investment, not tracking Transport Corp
DeleteDear Madam,
ReplyDeleteWhat is your view on MM Forgings @ CMP 517 for 2 to 3 years of time frame ?
Thanks,
Vinay
MM Forgings is good stock for long term investment.
DeleteHi, Whether Huhtamaki ppl Ltd is good stock to buy. Pl give ur expert opinion
ReplyDeleteIt is good stock for investment and able to give consistent 15 -20% return per year
DeleteHello Mam,
ReplyDeletePurchased TIIL as per recommendation. Thank you Mam
Technocraft and DTIL are still very good risk free option for investment.
DeleteHello Mam,
ReplyDeletecould you know views on centum electronics/ wonderla
Sorry not tracking above stocks
DeleteHi Mam
ReplyDeleteis there any reason why Pondy oxides is not moving up after result?
It is in consolidation phase, next move will start with Q3 results
DeleteMam, what about B S Limited ?
ReplyDeleteSorry not tracking B S Limited
DeleteMam, ur view on heritage foods. Can we enter @cmp? Are u still holding heritage foods?
ReplyDeleteIt is good stock for long term investment, yes I still hold
DeleteMam, whether Kabra Extrusion Technik Ltd (524109) a value but at CMP?
ReplyDeleteSorry not tracking Kabra Extrusion Technik
DeleteHi 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?
ReplyDeleteRegards,
Venu.
Still I have not tracked any GST beneficiary stock.
DeleteMam, when we going to get Q2 results update?
ReplyDeleteTomorrow
DeleteHi, ur view on Sankhya infotech, Aksh optifibre and Jagsonpal pharma?
ReplyDeleteSorry not tracking above stocks
DeleteHi Dolly Mam, Thank you for taking time to answer our queries.
ReplyDeleteCan 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.
Dear Mam,
ReplyDeleteI 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.
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?
ReplyDeleteHi, Your view on Lloyd Electric, Astra micro & Hindustan Tin Works ?
ReplyDeleteHi mam
ReplyDeleteWill 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
Dear Mam,Can we accumulate Avanti feeds at current level 480 .Post split stock is falling.Is this value buy .Kindly suggest
ReplyDelete