Dear Readers,
Last week we have seen positive trend in the market after continuous fall of three weeks. Some confidence came back among investors and those who are comparing it with 2008 also become positive after seeing the change in overall market sentiments. Now we can see several positive news in media again, some useful are given below
India bucks global steel output trend in 2015; prod rises 2.6%
http://www.moneycontrol.com/news/economy/india-bucks-global-steel-output-trend2015-prod-rises-26_5158761.html
India less vulnerable to external shocks; CAD seen at 1.4%: S&P
http://www.moneycontrol.com/news/economy/india-less-vulnerable-to-external-shocks-sp_5158401.html
Global growth strong; expect dovish Fed statement: JP Morgan
http://www.moneycontrol.com/news/fii-view/global-growth-strong-expect-dovish-fed-statement-jp-morgan_5164301.html
FinMin to organise India Investment Summit on Feb 4-5
http://www.moneycontrol.com/news/economy/finmin-to-organise-india-investment-summitfeb-4-5_5175281.html
China impact minimal on India; see earnings uptick in FY17: HSBC
http://www.moneycontrol.com/news/fii-view/china-impact-minimalindia-see-earnings-uptickfy17-hsbc_5186001.html
Mkt close to bottom; pick-up in investments key: Credit Suisse
http://www.moneycontrol.com/news/market-outlook/mkt-close-to-bottom-pick-upinvestments-key-credit-suisse_5185981.html
8% growth possible; Opposition must allow key reforms: FM
http://www.moneycontrol.com/news/economy/8-growth-possible-opposition-must-allow-key-reforms-fm_5214201.html
Overall Indian economy will remain positive and any market correction should be taken as opportunity to add good stocks.
In the series of Best Stock Picks next stock will be posted in between 03.02.2016 (Wednesday) to 08.02.2016 (Monday). There will not be any clue to guess the stock.
In the series of Best Stock Picks next stock will be posted in between 03.02.2016 (Wednesday) to 08.02.2016 (Monday). There will not be any clue to guess the stock.
Font size is too small to read in this post,please change it.
ReplyDeleteFont size changed, Thanks for feedback.
DeleteWhat about Heritage Foods. Any stream Left.
DeleteHi Mam,
ReplyDeleteIs it good to buy WaterBase at this level or can wait for Q3 Results next friday (5th Feb) ?
It can be added in small quantities before and after Q3 results.
DeleteThank you, ma'am! Will make for excellent reading for a chilled Sunday
ReplyDeleteThank you, Madam.
ReplyDeleteHave a nice day.
Thanks Mam for the info.
ReplyDeletePlease increase today's posting font size. Its too small to read also if possible enable the link in your posting.
ReplyDeleteFont size changed, Thanks for feedback.
Deletethank you ma'am for boosting the confidence. Ma'am Avanti feeds has declared results and same looks decent(growth on all parameters) given problems of chennai flood and shrimps deceases. Should i start accumulating now?
ReplyDeleteYes you can be add it in small quantities before and after Q3 results.
DeleteNice articles....thanks dolly.
ReplyDeleteHappy week end because I had received valuable information from you. Looking forward to prosperous and successful start from monday. All the best to you.
ReplyDeleteDear Dollyji,
ReplyDeleteNamaskar,
Great job with hyperlinks of details. Thanks a lot.
Thanks & Best Regards,
Thank you ma'am....
ReplyDeleteOk
ReplyDeleteThank you for all your efforts. The above links show the level of interest you take for small investors selflessly. Awesome
ReplyDeleteThanks mam for valuable info.
ReplyDeleteDuring mkt hrs or after mkt hours....
ReplyDeleteIt will be posted any time before or after market hours.
Deletehello mam,
ReplyDeleteRequest u to provide us with enough time to analyse the company before investing....feel customary practice of posting after mkt hr on friday was good rest it all depends on u.
Thank u mam.
Earlier most of the stocks posted on friday but this time we will just try to post without giving time and date to check how many blog members are able to buy on first day.
DeleteAs I mentioned last posting about aquaculture related stocks worst is not over, now see the rates of avati feeds and waterbase share prices . Now the time to accumulate these stocks because vannamei prices gone up. More and more farms started seeding. Good signs of recovery.we hope March onwards we can see good pick up
ReplyDeleteOnly little correction may happen after Q3 results. All other issues already factored in the price. Waterbase and Avanti can be bought in small quantities before and after Q3 results.
DeleteMam, what is your view on Kanoria chemicals, Vinyl chemicals & Apcotex ind ?
ReplyDeleteAbove stocks are good and able to give 15 -20% return per year.
DeleteMam, can I buy KSE Ltd @Rs. 572 ? Looks cheap....
ReplyDeleteSorry not tracking above stock
DeleteResp.Mam, XPRO INDIA declared results.Is it worth accumulating at CMP or not,since results are not positive & co. still in loss.
ReplyDeleteIt is value buy in the range of 40 -50. Company is trying hard to establish market for new product. Hopefully in next 1-2 quarters it will start posting positive results.
DeleteThank you so much Mam,Regards.
Deletehi mam, shud i buy DTIL or the next stock, have surplus to invest ?
ReplyDeleteBoth belongs to different sectors. Both are have strong fundamental and very good growth potential. You have to decide in which sector you want to invest, in one or both.
Deletemam ur view on rajasthan cylinders & containers ltd. considering their subsidiary which is in the breweries business is it a buy ?
ReplyDeleteSorry not tracking above stock
Deleteok with during mkt hrs but at fixed time so we can look for the blog....
ReplyDeleteelse speculators will speculate & we are on sidelines....
hope u understand.....if we don't know the time & date....
Mam, Aksharchem India Ltd posted excellent results, r u tracking ?
ReplyDeleteIt is good stock for long term investment.
DeleteGreat suspense for value picks. Madam THANKS for the very useful analysis.I am invested in Susana solar. Taken advantage of falling prices I have increased my holding.
ReplyDeleteMam your view on;
ReplyDeleteSupreme Petro
Triveni Turbine
Sterlite Techno
Regards
Sorry not tracking above stocks
Deletethanks mam, but there can still be uncertainty . chinese data are affecting our economy too . should we apply stop loss to our portfolio stocks .
ReplyDeleteThere will not be any such severe fall which required SL.
Deleteok. mam got it. watched the news later. commented just after reading the starting part.
ReplyDeleteMam please sugest atlas cycle
ReplyDeleteMa'am posted this on last post. Maybe you were very busy to give the reply
ReplyDeleteSurana Ventures, a group company of Surana Solar has been associated with Saritha Nair - the main person in Kerala solar scam. What do you think will be the impact on the Surana Solar? (Will other governments get afraid to award contracts to Surana, will existing contracts get reviewed, and so on)
Team (franchise of surana venture) has supplied the panels and received the money as per quotation. There is no issue related to Surana Solar. It is well known low cost solar panel supplier in India and enlisted by Ministry of New and Renewable Power (MNRE)
DeleteDear madam,
ReplyDeletePlease tell me your view about subex.
Thanks
What could b d annual return on investment if 1 want to invest in DTIL, TIIL, Waterbase & Donear now.
ReplyDeleteNeed to invest at least 2-3 years in these stocks for 200 -300% return.
DeleteMam want to being to ur notice that I once sent u a mail regarding my portfolio which had 10-12 stocks and asked for ur recommendation and asked u which stocks to keep out of those
ReplyDeleteYou had recommended me to make a core portfolio of Rkf,Tilechnocraft,waterbase,Nandan,Dtil and sell others. Mam after that I have bought Kothari and Surana also.
But problem is Rkf has gone down from 700 levels to 430 something now and it is around 15% of my portfolio. Should I keep it , sell it or any suggestion from ur side
Major forging stocks like Bharat Forge, MM Forgings are also trading 40 -45% below from 52wk high. No change in fundamental of the company but whole sector is underperforming. I have not suggested it to buy but it was already in your portfolio and bought near life time high. Still you can hold it.
Deletewhats ur opinion on lovable?
ReplyDeleteMam,
ReplyDeleteWhat is your view on Stylam Industries.
Do you track CARE madam?
ReplyDeleteThere is no guarantee for return in stock but u can expect 15-25% normally
ReplyDeleteI am also saying "expected" it does not means "Guaranteed" like annual return like bank FD. But it is sure, if invested in right stock at right time than it will definitely give right return.
DeleteMadam it is true and proof in past so many blogers gain awesome return in short term no need to give proof
DeleteMam .
ReplyDeleteIf I have 10 lakh to invest what would you suggest then break up in stocks or do I put full amount in your new pick.
If this is your first investment than buy equally TIIL, DTIL and next stock. If you already hold portfolio 50L to 1Cr than you can buy only next stock.
DeleteDOLLY MAM. THANKS FOR YOUR RESPONSE.I REALLY ADMIRE THE EFFORT TAKEN BY YOU TO REPLY TO EACH OF OUR QUERIES.GOD BLESS YOU A HUNDRED FOLD..
DeleteMam, what is your view on TIIL results? Both top line and bottom line are down QoQ and last year.
ReplyDeleteYoY revenue is 16% lower but company able to post better net profit and EPS due to lower taxes and forex gain. Overall all results are OK by seeing the business condition around the world. Drum closer business remains the cash cow for company and given better margin than last year.
DeleteTIIL Total equity shares are 3.15 crores and promoter currently holding 74.97 % of shares and 25% are with Public.They are now planning to buyback 52lakh shares if they able to do that there share holding would be 91.7%.and public holding will be 8%.But as per the SEBI norms promoter can hold only up to 75%.Kindly explain the rationale behind the buyback.
DeleteHello madam,
ReplyDeleteWhat is your view about technocraft quarterly results please? the profit has been dropped a bit since last quarte..
YoY revenue is 16% lower but company able to post better net profit and EPS due to lower taxes and forex gain. Overall all results are OK by seeing the business condition around the world. Drum closer business remains the cash cow for company and given better margin YoY.
DeleteHai mam, is ncl industries good stock for long term? Price down 30% last two days.Thanks in advance.
ReplyDeleteSorry not tracking above stock
DeleteTechnocraft had posted bad result on back of China slowdown.... All business vertical had posted lower revenue ....mam what's your view on business growth going forward
ReplyDeleteIn term of revenue result is not good but still able to post better net profit and EPS due to lower taxes and forex gain. Buyback factor cannot be ignored for this results. Company is working to make Yarn and Garment business profitable. Result of recent JV with Rangappa Ramaraj will be seen in coming quarters.
DeleteMam, In 2011 TIIL tried to sold Yarn business around 220 cr & Buyer was available around 200 Cr ...Today Same business might worth Around 250- 300 Cr ...so if TIIL not able to make money in Yarn/fabric business better to sell that business n Stick to business in which they have core competency.... So I think turnaround in Yarn/ fabric business will good & fail in turnaround is better
DeleteNo the result of TIIL is not "bad". Please understand how this business works.
DeleteIn this industry, there are escalation/de-escalation clauses written into contracts. So if input price goes up then TIIL can charge their clients a little more but if input prices go down, they are obligated to cut prices as well. The mechanism is not perfect and 100% "passing on" of prices does not happen
Now, globally commodity prices are falling. These are inputs for TIIL...hence the price TIIL charges clients will have to fall. This explains the falling turnover.
However, output prices fall with a lag and not to the same percentage as the input prices. This difference belongs to TIIL and goes straight to the Operating Margin (hence that is up!)
This will continue till commodity prices fall. When commodities start rising again, the reverse will happen --- Rising Topline but falling Operating Profit Margins
Hope this explanation is useful
Mam can I add skm egg at current price
ReplyDeleteYou can add if plan to hold for at least three years until company expand the production capacity.
DeleteRespected Maam, thanks for the nice article yesterday, it really helps to maintain the motivation in trying times as such.Good to see India is atlast becoming self reliant and is trying not to be affected by external factors. Maam pls reply to the mail I sent to you for guidance.
ReplyDeleteThanks
I will reply to your mail very soon.
DeleteDo you like anyone from below?
ReplyDeleteadlabs, care and Hathaway cable?
Sorry not tracking above stock
DeleteDolly Mam,
ReplyDeleteHow is Dredging Corp for long term investment? Please advice. Thanks.
Sorry not tracking Dredging Corp
DeleteHi, ur view on Energy Development Company and Titagarh Wagons?
ReplyDeleteSorry not tracking above stocks
DeleteMaam why didn't technocraft declare any dividend this time ?
ReplyDeleteCash is used for buy back is indirect dividend to shareholders..
DeleteHopefully this year company will give better dividend than last year.
Deletehello madam,
ReplyDeletetoday there was lot of volume done in other solar stocks like ujaas,indosolar and moserbaer.....but in surana solar there was quite a low volume and very less moment in the share price.....when can we expect a spike in surana in near future as the budget season in quite positive for solar sector.........waiting for the reply
Need to hold 2-3 years for better return.
DeleteMadam whether wind energy or solar energy cost less per unit of production and approx. Cost Ratio b/w WE/SE? Madam please compare opportunity worldwide between solar and wind energy
ReplyDelete?
Solar power plant has highest initial installation cost/MW but lowest power generation cost per unit. Cost recovery 4-5 year thermal, 12-15 wind, and 17 -20 years solar (without any subsidy)
DeleteMam your view on DTIL Q3 results and when they going to publish consolidated results?
ReplyDeleteResults are good and consolidated results will be much better than last year. Consolidated results will be with year end results. Hopefully FMCG business will start giving good results within 6 months.
DeleteHello madam,
ReplyDeleteDhunseri tea result is good. What is your opinion?
Also mam top line growth is good but comparatively bottom line has not grown. It seems margins are coming down !!!
DeleteIt is due to fall in tea prices. Still Net Profit Margin(%) is better than other peers
DeleteDear Mam,
ReplyDeleteTIIL Total equity shares are 3.15 crores and promoter currently holding 74.97 % of shares and 25% are with Public.They are now planning to buyback 52lakh shares if they able to do that there share holding would be 91.7%.and public holding will be 8%.But as per the SEBI norms promoter can hold only up to 75%.Kindly explain the rationale behind the buyback.
Buyback will be in proportional ratio for promoters and public. It means promoters will surrender 3 shares for 1 share from public.
DeleteHi, please advise on Lincon pharma. Is it a good stock to hold ?
ReplyDeleteSorry not tracking Lincon pharma
DeleteHi mam.if tiil unable to get total no of share from buyback tender then will they buy the rest amount from open market ?
ReplyDeleteNo, they cannot buy from open market in “TENDER OFFER”
DeleteDear Mam, what is your view on muthoot capital, subex and international travel house at CMP.
ReplyDeleteSorry not tracking above stocks
DeleteMadam please update on Q3 results of DTIL ???
ReplyDeleteResults are very good. Hopefully FMCG business will start giving good results within 6 months. Better to add more at cmp.
DeleteThanks Lot Madam, Waiting for you next stock eagerly !!!! Want invest around 50k to 1 Lacs. Is it ok madam & safe ?? Already invested 4 Lacs all of previous stock suggest by you in this blog. i.e Waterbase, TIIL. DTIL, Kothari Petrochemicals, Donear Inds & Surana Solar. Slowly and steady i want to invest around 10 Lacs all of your suggested stock in past as well as in future.
DeleteMadam what is the return % expectation from CMP for SKM egg products if we hold for 3 yrs
ReplyDeleteWe cannot to expect more than 50-100% until decision to expand the production capacity get materialized.
DeleteHi Madam, is to good to add more Kothari Petro at current level. Please advice.
ReplyDeleteRegards
Arun
Yes, no change in previous view
DeleteMadam I want to buy Tcpl packaging. At what price should I buy? You still hold tcpl?
ReplyDeleteIt was better if you have bought it below 300.
DeleteTechnocraft used this cash for Buyback is a clear sign they don't want to expand in own business.
ReplyDeleteMy view
Interesting. Please elaborate and enlighten us.
DeleteHappy to see DTIL results. Hope Surana results will also be a blockbuster.
DeleteYou have to study more about Technocraft. They have already acquired several companies and completed the expansion. Company generating 70 -80 crores net profit per year and 500 crores cash in the books. It is time to grow the existing business. Buyback is good option to utilise the free cash, it will increase the dividend and stock price.
Deletesurana solar;"Though the company is reporting regular profits, it is not paying out tax" mam i read it in screener.in.is it true .please verify
ReplyDeletePlease share link to the source of this info.
DeleteCompanies in RE SEZ are given tax holiday for 10 years
DeleteI bought some L&T shares at pretty higher price . Analysts are predicting lower levels. Should I shift to some other stocks like Va tech wabag or anything else? I am a beginner investor . Kindly suggest ma'am. Thank you very much.
ReplyDeleteYou can hold for 2-3 years. It can give 15-20% return per year.
DeleteMadam,
ReplyDeleteYour views on dewan housing finance corp?
Is it a good buy for long term?
sorry not tracking DHF
DeleteHello mam, is it good time to enter pondy oxide around 100 levels? Thanks.
ReplyDeleteYes
DeleteKotheri pet at it's reco price & seems very weak.I have highest % in my portfolio. What to do ? Add more? Thanks.
ReplyDeleteSeveral good stock are trading at 52 week low due to recent market correction. You can hold it with patience.
DeleteMam, TIIL had tried to sold Cotton yarn business in 2011...DNA indicated TIIL's expected value was 220 Cr & Buyer was available around 200 Cr ....Today it valuation of the same around 250- 300 Cr...So if TIIL not able make money from Yarn business may sell this business.. So if Cotton yarn business will turnaround will good & failed in turnaround will better
ReplyDeleteHopefully you will see it profitable within year.
DeleteMam, is there any site which indicates Market Cap / Net Profit ratio ?
ReplyDeleteNo
DeletePlease update for surana solar . It's going down everyday
ReplyDeleteNitin Sharma, do u see Surana Solar going down or the whole markets are going down. Please remember that all the stocks recommended by Dolly Mam are long term investments for a period of minimum 2-3 years and its not for positional traders. Please have patience and we don't need to look at the price daily. If it decreases without change in fundamentals then u be happy that u got chance to add more at low price. Don't panic as we are not traders. U will definitely post a thanking message after 1-2 years to Dolly Mam saying that u r in good profits.
DeleteMam
ReplyDeleteMarket is not showing strength.when it will be stable? Any idea?
It will stabilize very soon. Same time it is giving option to add good stock at lower level.
DeleteWhat if TIIL do not receive all the required quantity to be surrendered by public, will TIIL still offer the share price at 270 to those investors who offered their shares, or, will TIIL return back investors money at CMP.
ReplyDeleteNeed to read DRAFT LETTER OF OFFER, Every condition is well explained in it.
Deletehttp://203.199.247.102/cms/sebi_data/attachdocs/1451972178123.pdf
Whther DTIL & XPRO INDIA is buy at current market price,what is expected return after 2 years considering current price as base price?
ReplyDeleteYes you can add more at cmp. No change in previous view.
DeleteDear Maa'm ,Can you please guide us how to join and hear remotely any companies quarterly earning conference call.I specifically want to join coming surana solar concall.
ReplyDeleteThanks.
Deep
Jk agri genetics is it a gd buy at camp for long . when its result date and how is the rest expected? Madam pl reply
ReplyDeleteIt can be added during market correction, Next best quarter for agri and pesticide companies will be Q1.
DeleteMadam chemfab results came, to me it doesnt look good, sales are down profits are down.
ReplyDeleteYes it is affected badly due flood and poor business conditions.
Deletehttp://dolly-bestpicks.blogspot.com/2015/12/update-on-waterbase-jk-agri-and-chemfab.html
well shall we sell the stocks and buy stocks with current growth like kothari?
DeleteIt is too early to conclude about any stock, In Q 3 most of the companies from south India got some impact due to heavy rain and floods.
DeleteDolly Mam, how do you find the future prospects of Aditya Birla Fashions & retail ? Can we invest for 2-3 years horizon at prevailing price ??
ReplyDeleteIn this stock you have to keep more longer plan near to 4-5 years for better gain
DeleteDear Dolly mam....we are waiting for your next stock idea...
ReplyDeleteMam, Request to indicate Ckt limit & Uper Ckt price of your new recommendation
ReplyDelete
DeleteIt is best and easy way to find @ stock name exactly.
Please post before mkt hrs 8 am
ReplyDeleteOr
After mkt hrs
Hi Mam, plz share your valuable understanding for srikalahasthi pipes Q3 results... Top line was quite flat, though bottom line shows good improvement... Plz let us know views / comments
ReplyDeleteTop line affected due heavy rain and flood in southern states during Q3. Overall result is good
DeleteHello mem...
ReplyDeleteUr upcoming recommendation is during market hours..?
Still not decided
DeleteMa'am
ReplyDeleteA small query: Given that the crude price has come down drastically and the level is expected to sustain for a long period, there seems to be a genuine challenge or doubt on whether to invest much on solar energy initiative as the low price in Crude oil may not justify the future investment in solar space.
Solar power is in global focus due to carbon emission and global warming not due to price of crude oil. It must for all countries to cut the carbon emission.
DeleteDear Mam, While the markets continue to fall further, my suggestion would be to postpone the new stock recommendation by 15 days to 30 days so that the markets have bottomed out and we can get your recommended share at the best possible price.
ReplyDeleteAlready major correction happened, there are lot of good stock trading at very low price. It is always better to start accumulating at lower price in small quantities because no one knows the bottom.
DeleteYes i second ur thought mam.....oftenly we have very good stocks in our portfolio n its always nice idea 2 accumulate dem at fair price...!
DeleteThank u for being a fantastic mentor...!!!
Mam There are reports the U.S. government has made it mandatory for Active Pharmaceutical Ingredients (APIs) to be manufactured locally. At present, nearly 80 per cent of drug raw material requirement is met by India or China.
ReplyDeleteSo will it effect Granules? I was Planning to invest at CMP?
Most the the major Indian pharma companies are having manufacturing facility in US but now they have to expand it further to meet full US requirement. It will be tough for small companies those fully depend upon drug supply from India to US market. Wait for some time until above news effect get neutralised.
DeleteDear Mam, understand US is planning to come with new policy In pharma that 80% of API manufacturing must be done within USA for the medicines manufactured in U.S. Please let me know your views on the impact on pharmacy industry and specifically on Granules
ReplyDeleteDefinitely it will have some impact on Indian companies with higher exposure to US market
DeleteHi mam, after results also DTIL going down, is there any reason behind this? Is it still strong buy at CMP ?
ReplyDeletePls follow Mam's guidance - she said not to look at daily flacuations due to global scenarios, but to hold for a long time, for them to be potential multibaggers.Pls keep faith and patience.
DeleteSome decisions you should be able to take on your own. This wonderful stock is given to us on a platter, with extensive research done on it by an expert. That alone should be enough to help us deal with short term market movements. Still, if any situation is giving you sleepless nights, you should listen to your own self and take decision accordingly. After all, the stock market is the only place where you can get unbelievably rich without too much effort. But you have to be prepared to lose some points when global conditions strike. And of course show appreciation and support for the guidance. Many thanks for your understanding.
ReplyDeleteDear Mam, looking to current market situation many of your recommendations are available in attractive price like JKagri, Waterbase, DTIL, xpro. So as opportunity arrives it should be grabbed in staggered manner. If your next recommendation is trading lower than these counters and high probability of growth then only there is any reason to post new recommendation. What is your suggestion in this matter? As you have earlier told DTIL, Waterbase, JK Agri has potential to become big company. Why shouldn't we concentrate these stocks only. Surana Solar, Kothari Petro, TIIL, Donear, Pondy oxide already in every ones portfolio (i suppose who r following blog since las 12 months.). Our motto is to make a great portfolio not big one. I think every one agree with me. Who ever following since last six month or less they are getting chance to enter the above mentioned counters.
ReplyDeleteDear Sudipta, pls do not only think of yourself. There are many newcomers who have recently joined. So, pls allow them to have a portfolio like yours by entering new recommendations by Respected Mam.Pls think universally for others also.
DeleteI do not agree. Mam's suggestions are a tremendous help to know good fundamental stocks and understand stock behavior patterns. The knowledge we have gained through this blog is priceless. If we only read the blog and follow the good investment guidelines, we are already winners. A stock is recommended as buy when it is at the correct entry level and has fulfilled certain criteria. Also a lower price stock may be more expensive than a higher price stock as it is not the price which makes a stock cheap or expensive. Besides, we are free to enter a stock or to wait for another one as per our capability. Concentration on a stock does not make it grow. The stock has to be given its time once the fundamentals are checked and stock is purchased. Thanks and Regards.
ReplyDeleteIt seems due to correction all those who were regretting of not being able to enter because of continous UC's, is getting a golden chance to enter Mam"s latest recommended stock KIL. I already bought earlier but due to attractive price at the present moment,I am again purchasing some more quantities. As the expected Q3 results are expected to be good and will be announced soon the price of the stock may rise rapidly. Later we won't be able to buy at such lower prices.
ReplyDelete