Brexit
Britain has chosen to leave the European Union on Friday and it was an unexpected result for stock markets around the world. Most of the analysis went wrong because majority of 50+ age group people were in favour of exit. Media has added fuel to fire to increase the volatility in markets.
Brexit does not means that UK is going to close all businesses or it can not run without EU. Initial impact seems severe for UK economy because some emotional attachment also get detached with exit from EU but it will become normal, even stronger than before in few years.
In context to Indian economy it has very minor impact because it is based on domestic consumption. Indian market recovered 400 points quickly after fall of more than 1000 points on sensex. Market is likely to stabilize within next 2-3 days. Only stocks with direct exposure in UK may correct further. Tata group operates several companies in UK and it is having highest exposure. Some other major companies from IT and pharma sector are having subsidiaries companies in UK. There may be some short-term effects due to currency rate fluctuation.
Indian economy and stock market will continue its uptrend in the wake of good monsoon season which will ensure rural and industrial growth. Government has approved special package and incentives for textiles sector and policy will be announced in coming weeks. GOI has full expectation to get the clearance of GST bill in the coming session of the Parliament starting in July.
Any further correction should be taken as good opportunity to add stocks at lower level.
TCI XPS Demerger
TCI management has wisely hold the announcement on record date due to recent event of Brexit. Court order already updated on HC website.
http://164.100.12.10/hcorders/orders/2016/cp/cp_119_2016.pdf
Demerger date will be announced very shortly once market will get stabilized.
In the series of 'Best Stock Picks' next stock will be posted before 06.07.2016.
Madam thank you very much for guiding us in tough market conditions.
ReplyDeleteI have recently opened my trading account and waiting for your stock suggestion to make my first investment in stock market. Hopping it will be the best.
Sure, next stock you will like to hold for long life, even best to gift it for children and grandchildren.
DeleteThank you very much mam for sharing your views on Brexit and indian economy.Your guidance to small invester like us is always apreciated. Thank you so much and god bless you.
ReplyDeleteDear Respected Mam,
ReplyDeleteVery good morning.
I ve positions in surana. Can I move to TCI from surana as GST is in line. Please suggest
If you are looking for short term gain then you have to take the decision.
DeleteThanks Mam. This would help us to hold our nerves. So much negativity and exaggeration in media, adding fuel to this political event. It perhaps doesn't mean much than having few new business contracts with UK once exit terms are final, in 2 yrs.
ReplyDeleteYes you are absolutely right, over reaction by media always trigger stampede sell-off.
DeleteDear Maam,
ReplyDeleteThanks u for the update.Kindly advice ur views on Omkar Specialites at cmp 169 with demerger activity
Not tracking above stocks but in general all chemicals stocks can give good returns in future.
DeleteHi Dolly Mam,
ReplyDeleteThanks for the update. If GST is passed in next parliament session, when can we see it's impact on companies financials (in particular TCI/TCI XPS)?
Regards,
Venu.
TCI has GST ready infrastructure which can easily get the benefit ahead of other companies. T&L business will start moving from unorganised sector to organised sector just after passing the bill but major changes will come within 1-2 years after GST rollout.
DeleteHi mam,
ReplyDeleteIs Btexit impacts on waterbase and surana ? How about exposure of these companies business in Btexit impact countries?
No significant impact on above companies.
DeleteHi Dolly Mam, JK agri and Waterbase are very volatile compared to others like insecticides, xpro, kothari petro etc ... What is the reason Mam?
ReplyDeleteBoth are seasonal and high beta stock.
DeleteHi Dolly Mam, Is your next stock good for long term only or good for short and long term? Please recommend stocks which are good for both short and long term so that we can reinvest some capital by booking some profits from these kind of stocks. This will be very helpful for small investors. Thank You.
ReplyDeleteNext stock is good for short and best long term investment. Always better to buy for long term ( at least for 3-4 years). If you have sufficient quantity (20% or above allocation) than you can book some profit and keep remaining 10 -15% allocation for long term.
DeleteMam what about Kellton tech (160) and uflex (228) ...its good stock ?? Long term...
ReplyDeleteSorry not tracking above stocks.
DeleteHi Mam, your views on Control Prints (Manufacturing printers and consumables in packaging markers)
ReplyDeleteSorry not tracking above stock
DeleteMam what is a good price to enter Chamanlal sethi (basmati rice company) ?
ReplyDeleteChamanlal Setia is good stock to hold it for long term. Fresh entry on below 50 and expected gain around 15% per year.
DeleteSome Key Observations regarding, Avanti and Waterbase.
ReplyDeleteBoth are in verticles shrimp manufacturing, processing, exports - Avanti has retail as well which waterbase is lacking.
The PE of avanti will not now increase much while waterbase has good span for expansion, more in depth is that Avanti is at 14 PE and Waterbase currently at more than this, but waterbase is what avanti was in 2012, Hence if waterbase dares to increase its topline and bottomline as well like avanti it will be next avanti definately, but more depends on industry and export demand as excess production shall be consumed of both the companies.
Rest all the parameters like Percentage bottomline, Topline Growth all identical in both of them.
If waterbase do the topline of 500 crores, than bottomline will be of 70cr which will command the rate of 300/- provided that no equity dilution shall be there in near future for at least one year.
Due to high beta and risk factors associated like dieases are there but risk and reward plays here parallel.
Good script good business with entry barriers as well, My view is of price of 300 in a year if all goes well which seems at present and uptill now okay with waterbase.
Madam's research is perfect as she told in a span of three years it will give you 300 to 500% return from initial price of 50/-.
Do not worry of last qtr. it is profit of 19crores if i add the insurance value of 17 cr to it, in next six months it shall trade in between 150 to 200 definately.
Views of madam and other collegues wellcome.
Yes it is high beta seasonal stock, it is prone to fluctuate either side sharply. But very safe to enter in the price range of 70 -80.
DeleteHi madam
ReplyDeletecan I buy cmp. TCI?
Yes you can buy and hold for decent gain in 2-3 years
DeleteHi mam, what's your opinion on repro India? What's scalability for long term?
ReplyDeleteSorry not tracking above stock.
DeleteHi Dolly Ji,
ReplyDeleteKindly advise if Surana Solar is still a hold.
Thanks,
Anand
No change in previous view. Still it is best in solar sector.
DeleteMam can u suggest one textile based share which is trading at a safe limited downside level, and fair possibility of upside potential in short and long term?thank u soo much for ur help..god bless u
ReplyDeleteNDL, Nitin spinners and Donear can be added during market correction.
DeleteThanks mam, I m holding NFL already n that would be grateful if you can suggest what price I can enter nitin spinner and donear ?? Thanks n god bless you madam
DeleteHi , I am also looking to enter Nitin spinner , NDL and Donear .. but not sure around what price we can enter ?? If you can throw some insights really helpful for small investors like me.
DeleteHi Mam, Any comment on Indocount stock ( textile) as well?
DeleteHi mam,
ReplyDeleteCan we expect good gain in both sectors texttile(special package announcement) and Logistics(GST) in short term
Yes
DeleteHi mam. Is there any strike going on at till ? Not tendering the buyback offer at 280 was wrong decision. Your valuable thought. Thanks mam.
ReplyDeleteThere is no such recent update given by company. There was some unrest in the past.
Deletehttp://www.technocraftgroup.com/News.aspx
You will get the price above 270 within few months.
Never hold any stock if you are not confident.
Strikes are very common even in TATA and Maruti. TIIL is not operating its business in communist state.
Hi Dolly ji, Please give some hints about next stock like sector, mcap etc...
ReplyDeleteSome stocks are short listed but not finalised. Generally it is decided 1 day before posting it, if there is any sudden upside movement more than 10% in price then I am opting for other stock.
DeleteOur majority of blog readers have agreed for not giving any clue about stock.
I agree with u mam...it is like asking what type of questions will come in exam !!!!
DeleteHi Madam, My comments/questions are getting displayed ?? Not sure if they are awaiting for your approval ? Awaiting to get your feedback or response ? .. I would like to send my portfolio to you just to check with you once about my holding , shall I send to your email I'd ??
ReplyDeleteThere are no pending comments. You can send email.
DeleteHi mam, I sent you screen shots of my portfolio (raghavwait4u@gmail.com) ,please check and let me know .. Also could you please let me know what is the best price to enter into nitin snippers and donear stock ?? Thanks and God bless yoi
DeleteHello madam, came across an interesting article..
ReplyDeletehttp://moneylife.in/article/dilution-of-values-has-the-wisdom-lost-its-sanctity-in-economics/47308.html
It would be great if u could give ur views on the article..especially the part which says that the Debt levels have increased manifold. Will it again lead to a financial crisis??
No specific information which can lead such crises in India.
DeleteMaam,
ReplyDeleteWonderla holidays is a stock to play the amusement park theme in India. Although stock is not cheap, opportunity size is great in coming decade. An example in history is the Disney stock.
Do you think it is wise to invest in such a stock
It is good stock to add below 300 during market correction.
DeleteHello Mam. What's your view on India Gelatine @ 68 Rs? Volume is very low. Thanks!
ReplyDeleteSorry not tracking above stock
DeleteYour valuable views on Indraprasra gas and thyro care please?
ReplyDeleteSorry not tracking above stocks
DeleteDAWAAT YOU BOUGHT MADAM NEWS IN MKT..... 2018 EXPECTED EPS 40 CURRENT EPS 24 TGT COMING 1500+ FROM BIG FUND MANAGERS..... THAT YOU BUYING..... FOOD SECTOR YOU HIGHLY BULLISH
ReplyDeleteNo
Deletemam you are giving a demerger price of 550 ( tci 250 + xps 300). Is that correct as that seems a huge upside in short time
ReplyDeleteOne XPS share for two TCI shares held before record date. Passing of GST bill is important, if everything went as per plan of GOI than we can expect much better gain from T&L sector.
DeleteMadam,
ReplyDeletehow much is the upper circuit limit for a stock ( 5 % 0r 10 % or 20 % or more than 20 % ).On what basis it is decided. Is there any price range limit ?, Say for example,
1 ) Stock value upto 100 rupees upper Circuit is 5 %
2) After Rs 100, upper circuit limit is 10 %
Please clarify & thanks
You can refer below links for detailed information.
Deletehttp://www.bseindia.com/downloads1/Master_Circular_Equity.pdf
http://www.bseindia.com/markets/equity/EQReports/sur_Price_monitoring.aspx?expandable=6
http://www.sebi.gov.in/boardmeetings/128/policycircuit.pdf
Madam,
ReplyDeleteHow do i know a stock is high beta ? Where did i find the Details ? What are the indiacations
Thanx
http://people.stern.nyu.edu/adamodar/pdfiles/papers/beta.pdf
Deletehttp://www.investopedia.com/ask/answers/070615/what-formula-calculating-beta.asp
Dolly Mam,
ReplyDeleteIn fertiliser sector, how is Khaitan Chemical and Fertiliser? Is it a good buy at 13.77. Let us know. Thanks.
Sorry not tracking above stock
DeleteAny idea and views for Wonderala Holidays. Please share it and share your vision as well.
ReplyDeleteIt is good stock to add below 300 during market correction. Now people like to spend time and money on such recreational parks with their family. Rise in trend will continue with increase in disposable income.
DeleteHello mam
ReplyDeleteAny views on Atlas cycles ??
Sorry not tracking above stock
DeleteCan u guide me about marsons
ReplyDeleteSorry not tracking above stock
DeleteMam i wanted To know whether ESCORTS is à Hold at CMP. My buying price is 134
ReplyDeleteYou can hold at least till Q1 results.
DeleteMam Since u r bullish On textile and many people are and i wanted to Add nitin spinners but it didnt go below 60 and I dont Hold any Textile stock . Can u please tell me which out of Nandan Nitin and Donear Should i Add and at what range.
ReplyDeleteThank you very much
If you have plan to invest for 3-4 years than you can buy even 5-10% correction on cmp.
DeleteMam What would be a good price to add Emkay Global?
ReplyDeleteIt is good to add in the range of 50 -60 for long term investment only.
DeleteHello mam. Dolly mam iIhave some investment in Dr. Datson lab. It's is suspended but before it get suspended there is all the gud news coming regarding some pe firms investment and takeovers and new fresh orders.. It's long there is no decision on it. And thr is no source to check the latest proceedings about liquidation or other thing. And one thing what sebi is doing with investors protection funds and all. All the fraud happening below there nose.. Mam pls some words about Dr. Datson
ReplyDeleteSorry not tracking Dr. Datson lab. Very rare chances to recover money in such cases. Some companies listed only to cheat the investors.
DeleteMan Can we buy Tata sponge n ramco system?
ReplyDeleteSorry not tracking above stock
DeleteDear Madam, I am observing one stock, it has monthly average deliverable volume percentage of 60 and above, but the price movement is range bound that is within 6% to 7% maximum, it is not breaking this range (say from 100 to 93) for the full month the minimum percentage of delivery is 45% and maximum to 91%, i calculated average delivery percentage of 70% for full month on NSE, can you tell me technically what does this mean (Accumulation ?) or Offloading by Investors and purchase by retail investors, The Price is range bound and so i am unable to judge correctly but average of monthly deliverable percentage comes to be 70%.
ReplyDeletePlease explain what is this trend.
I never made any investment on stock technicals nor believe. Technical analysis focused on short term gain, it may or may not work.
DeleteMam, Can you please share your views on infinite computer solutions ?
ReplyDeleteThank you.
Sorry not tracking above stock
DeleteHi Dolly, can I still buy TCI to get XPS share please advise actually I missed on this opportunity earlier.Any recommended price for this transaction.
ReplyDeleteWhat would be your best pick from all recommendations as I have limited amount to invest.pls guide
You can add TCI even at cmp to get XPS share.Initially need to keep portfolio concentrated so focus on 1 or 2 stocks, instead of keeping several stock with low allocation.
DeleteHi mam,
ReplyDeleteVery good morning,when can we expect GST bill pass,in July only or in august,any fresh investment in our stocks based on GST
It will be in July. T&L stocks are better option to hold.
DeleteMadam,
ReplyDeleteIt is about stock purchase . example Q1 is good for agri means,Either
1) We should purchase the stock on april 1 st ( means in the Q1 qtr itself) or
2) we have to purchase on march ( Q4 end) or
3) We shall watch the stock on Q4 starting itself ( from Jan onwards) and buy it on dips on Q4 itself or
4) WE Shall enter the stock on off season
which will be right madam
Please guide and thanx
Yes, it is only for those who are looking for some short term gain. It is always better to enter in seasonal stocks during off season.
DeleteMadam y jk Agri is falling day by day....i am not ble to understand Whr the problem is. Is it good to buy in dips.thank
ReplyDeleteIt is still trading above 400, when it was falling day by day?
DeleteDolly Mam,
ReplyDeleteHow is Khaitan Chemicals & Fertiliser in Fertilser space. Current cmp is 13.77. Please advice. Thanks.
Sorry not tracking above stock
DeleteDear Mam,
ReplyDeleteSurana has finally moved 20% today. Thank you and God Bless.
Madam
ReplyDeletei bought 1240 tci on 6/20/2016. am i eligible for xps share. Thanks advance.
Nibu
Yes you are eligible to get XPS share if you continue to hold TCI till record date of demerger.
DeleteGood Morning Madam
DeleteThanks you very much for the reply. i wish you a good day
Hi DOlly Mam,
ReplyDeleteAny stock which we can look into in infra theme.
Thanks and Regards,
Vinay
Va Tech Wabag and Power Mech can be added on correction.
DeleteHello Mam, Power Mech is currently trading at lower levels only can I enter in to the stock @ CMP 550 and accumalate on correction??
DeleteHi mam. It seems today is our bloggers day. Congrats to you mam and to all fellow followers. Thanks mam.
ReplyDeleteAnd to celebrate this day. We should be getting our next best pick recommendation today.
DeleteCheers
Hi mam,
ReplyDeleteToday solar stoxks rocked,any positive announcement for this sector,is this uptrend will continue?
I ve 2500@36, can it reach to this price by end of this year? Please your view mam
There is no specific news but stock over corrected in recent past. No change in previous view. Very good solar stock for long term investment.
DeleteHi Mam: Lower the market cap, Better it is for stocks on this blog as it will lead to max. chance of appreciation. Please suggest.
ReplyDeleteIt also depend upon revenue and profit. Most of the current large cap stocks were small cap stock in the past. Revenue and profits are increasing with consistent growth. Equity also increasing in the form of split or bonus shares to increase the stock liquidity and keep the price lower.
DeleteHi Mam,
ReplyDeleteMandhana Ind down by 60 % and trading @111 , being told by everyone now a day textile will go higher in further days , please suggest us can I enter now and aaccumalate on dips?? Your comment are valuable for us madam?
Sorry not tracking above stock. There must be some adverse news which lead its severe fall.
DeleteMandhana sells being human brand and Salman Khan is the brand ambassador. Recent controversy created a havoc. Some other reason may also be their which we may not know. Research more.
DeleteVinay
Being Human brand belongs to Salman.
DeleteHi Mam, I'm unable to understand this TCI and XPS merger ?? Could you please clarify me below questions ??
ReplyDelete1. Can I enter TCI @ CMP (313) now ?
2. Will I gets XPS shares if I buy TCI now ??
3. Is it good stock to hold for long term?
4. Will I get allocate XPS along with TCI shares , Is it in 1:1 ratio ?
Thanks alot in advance ! Mam, sorry if I troubled with more questions , actually I was confused .
1) Yes
Delete2) Yes
3) Yes
4) Yes but ratio 1:2 ( 1 XPS share for 2 TCI share held on record date)
Mam any views on heritage food??
ReplyDeleteThanks..
It good stock to add around 450- 500 during market correction.
DeleteMam, when could we see good move on DTIL. We see all of them moving today, but could DTIL move significantly before the results?
ReplyDeleteIt will start moving after one month in August.
DeleteGEve Mam,iam invested in Varun Shipping.Tell me the future of this stock.
ReplyDeleteSorry not tracking Varun shipping
DeleteMadam good evening,pls tell me the future of TRF as it is a tata group stock and its likely impact because of brexit.
ReplyDeleteTRF will move with revival of mining sector. No impact of Brexit
DeleteRespected Maam,
ReplyDeleteI read an article yesterday that After listing on stock exchange, NSE can command a valuation of Rs 18,000-Rs19,000 crore mcap. Current market cap of MCX is only 5000 crore.
Since MCX is the only listed company in this space, can listing of NSE provided the much needed push that woulr rerate MCX stock. Is it wise to buy MCX on this logic and further future prospects of commodity markets in india ?
Thanks in advance.
Not tracking MCX
DeleteTrade volumes are expected to grow 8-10% per year. New retail investors are also getting faith and confidence in equity and commodity trading. If you already have it in portfolio than hold it. These stocks can give 10-15% consistent gain without any risk.
Hi mam. Good morning. Ur valuable opinion on quick heal technology please. Huge potential u think? Thanks mam.
ReplyDeleteSorry not tracking Quick heal
DeleteMadam,
ReplyDeleteIf traded qty to deliverable qty is lesser like 10 % only,Means it is speculation ?
thanks
Yes
DeleteHi Ma'am..There is not much movement in price of waterbase...when will it starts its upward journey..
ReplyDeleteNear to Q1 results
DeleteHi Dollyji, which is better investment between insecticides and JK Agro at CMP.
ReplyDeleteBoth are very good if bought at lower price.
Deletemadam World Bank commits USD 1 billion for solar projects in India,is it beneficial to surana ?
ReplyDeleteYes, it is beneficial for entire solar sector. Solar mission for 100GW is so huge, it will create opportunities for all small and big companies in India.
DeleteWhat's your view on Majesco Ma'am from a 3-5 years perspective .. Can it be added at the current price ?
ReplyDeleteThanks a lot for your selfless service Maam
Sorry not tracking Majesco
DeleteMadam,
ReplyDeleteWhat are the 2 -3 best stocks to be multibagger in our blog recomendation.to invest 10 years
thank you
All stocks mentioned in blog will give multifold retrn in long run.
DeleteTIIL, TCI and Next stock are best option for you.
madam iam new comer to the blog, i read all stock picks and impressed with your conviction on them,mostly impressed with technocraft business segment in various fields.Today i invested 2 lakh rupees on technocraft at 234rs and bought 850 shares.Hoping for good returns with in 6 months to 1 yr,thanking you so much madam for beautiful blog.
ReplyDeleteTIIL is best stock for investment but you have to keep longer views. If you looking for 6 month than JK Agri, TCI, Insecticide are better option.
Deletealkali metals performance of last 5 years has been too inconsistent in terms of sales profit and margins. No growth too.Why. are u banking on future prospects
ReplyDeleteI am not making investment decision on past data but product and its future demand.
DeleteIf past performance of Alkali Metal was very good than do you think it is available at Rs. 50 ?
Dear Madam,
ReplyDeleteAny idea, why there is no significant market correction....will we get an opportunity to invest in some good stocks at low price in near term?
Thanks,
Roy
Brexit was local political issue but hyped as major world economic issue.
DeleteRumors don't last longer.
Hi mam. Is water base Q1 results includes pfl also.. Or not.. Please comment.. Thank you
ReplyDeleteHello mam
ReplyDeleteWat are ur current views about nilkamal?
Hi madam,,
ReplyDeleteCan i keep insecticides for longer term say 5-7 years ?? As i bought at 320 rs.and it has run up
Hi mam
ReplyDeleteYour view on orbit export....
Sorry not tracking above stock
DeleteHello mam, is jubilant life science is a good buy cmp 317?
ReplyDeleteThanks.
Sorry not tracking above stock
DeleteHello Maam
ReplyDeleteYour view on Setco Automotives would be highly helpful ..
Sorry not tracking Setco Auto
DeleteDear Madam,
ReplyDeleteI will plan to buy kotahri petro at cmp 20.3 for 50000rs .if its a valuable stock at this time
Hi mam , please reply .. I m also looking to buy @CMP
DeleteSure you can buy it for long term investment.
DeleteMadam,
ReplyDeleteI see some companies having excessive debit - But still some Biggies are buying ?
eventhough debit is there why they are buying ?
Thanx
Generally loss making groups like JP are selling asset at 25 -30% discount and cash rich companies are get running company at discount.
DeleteMadam,
ReplyDeleteYour views on unitech
Thanx
Sorry not tracking above stock
DeleteHello madam,
ReplyDeletewhat is ur view on Adlabs Entertainment? It has come down a lot from its IPO price and the business looks good for the future.
Sorry not tracking above stock
DeleteMam kaveri seeds is having better roce and lower pe and sales than jk agri.
ReplyDeleteSo better is kaveri na?
JK Agri is having better growth potential in long run.
DeleteHello,
ReplyDeletePlease let us know your views on Usher Agro, ESS DEE and SKM Egg for 3 years perspective.
Thanks
Sorry not tracking above stock
DeleteHellow Mam,
ReplyDeleteWhat is ur view about the below listed stocks
Bharat Forge
ITD cementation
TV 18
Can they give me a better return than
WATERBASE 3 years from now?
Waterbase is better option than other mentioned 3 companies.
DeleteStylam industries bought at 170 3-4 month back . Currently at 350 level
ReplyDeleteStylam can be kept still on hold???
Yes , need to hold for better gain in future.
DeleteMa'am can I still buy shares of tci and get shares of xps. ?
ReplyDeleteIs it okay at current cm. ?
GE Mam,pls tell me the future of kothari petro,surana solar purchased at 20 and 27 rs resp.can i hold.
ReplyDeleteSyncom formulation now 2.61...it good for long term. ???
ReplyDeleteMEM I HAVE INVEST 50K FOR NEXT FIVE YEAR PL SUGGEST GOOD STOCK
ReplyDeleteMadam I am new investor and invested in pricol,sbi,infosys
ReplyDeleteKindly put light on them.
Hello Maam, I have a question. What makes you not to invest in pharma and banking stocks ?
ReplyDeleteDear Mam,
ReplyDeleteI want to learn the techniques of picking up stocks when they are in there early stages, like what you do..you always suggest stocks which are cheap and has multibagger potential.
I always judge a company on its pe ratios, marketcap, promoters pledged shares, promoter holdings, total debt, balance sheet (investments and cash/bank)..but this are not the only factors which help..
Could you please suggest some courses which we can do on capital markets? or some books which we can read?
Please it will be very helpful.
thanks