Thursday, January 26, 2017

Update


Dear Readers,

We have seen several comments that some of our blog readers are asking to buy the stocks at very high price. Even though below table shows that almost every stock has given chance to buy near or below suggested price. Most of the time I am suggesting to buy the stocks + / - 10% to 15% from suggested price. It will ensure the good gain with minimum risk during deep market correction.  Patience is required for buying as well as for selling. All stocks are good and able to give further gain. Some stocks have given quick return, if higher allocation above 15% in any stock than you can opt to book partial profit around 100% and keep free of cost shares for long term.





During last one week I unable to reply the emails due to busy schedule, I will try to respond all by next week.  


Next stock will be posted after Q3 results most probably in the last week of Feb of first week of March.







625 comments:

  1. Worth reading your blog mam. Thank you for your guidance.

    ReplyDelete
  2. Good morning mam... Hope all is well.. Thanks for sharing overview... Pls suggest ur view on auto Lcv & HcV companies.... Suggest few stocks for long term....

    ReplyDelete
    Replies
    1. Sure, if any stock from above segment will come in our buying range then I will post it on blog

      Delete
  3. Thanks for the update. Happy republic day mam. One more thing mam, can I buy omkar at cmp (162) or wait for below 150 as suggested in the table above. Mam do u think correction will hit market or particularly omkar by 10%. Thanks

    ReplyDelete
    Replies
    1. You can start adding Omkar at 162 in small quantities and add more on further correction

      Delete
  4. Dollyji thanks for timely advice & assurance.if I decide not to sell 50% in Jub Inds but instead hold the complete lot.would that b ok?

    ReplyDelete
    Replies
    1. It depends upon % allocation of total portfolio. If it is near or above 20% than some partial profit can be booked.

      Delete
  5. Hi Dolly Mam, Thanks for the update. Is there any reason why you didn't put buy for ABFRL and Surana though they are within 5% of the recommended price? Thank You.

    Regards,
    Venu.

    ReplyDelete
  6. Thanks for update mam. Appreciate your hardwork for small investors...

    ReplyDelete
    Replies
    1. Yes mam.. really appreciate your time and sincere effort!

      Delete
  7. Hi mam,
    I can invest 1 lac now,which can I choose in b/w ABFRL and omkar,please suggest,thanks in advance

    ReplyDelete
    Replies
    1. Both are from different sector. It also depend upon holding time and gain expectation. i.e Omkar can give good gain in 2 years but for the same gain ABFRL may take more than 3 years.

      Delete
  8. Madam

    Surana solar and Kothari petro are two stocks from ur recommendstion which has not shown much movement. Do u think in 2017 there will be movement of share price

    ReplyDelete
  9. Madamji, happy republic day to you and all your blog readers

    ReplyDelete
  10. Happy Republic day!
    These two tables in the post are fantastic. What is most amazing is the "low price after suggestion".. This is one of the reasons the company suggestions here are particularly interesting, at least from these past 20-25 companies - that there has been HARDLY any downside experienced from the initial suggested price.
    This is heavy duty "bottom-fishing" which seems to have protected a LOT the average investor's money. (Rule #1 - in order to make money, you have to NOT LOSE money)
    This is why Dolly mam insists repeatedly to people following this companies to buy near suggested price, because THAT protects the downside. Once the stock has climbed up further, that downside protection is no longer there. And then, most investors DO NOT have ability to tolerate even a 20% 'down' stock.

    Re: Omkar Specialty - Mam in their last conf call, mgmt had indicated entire pledge will be released without further sale of share; though recent disclosures show further 5.6% sale of promoter stake. While they have reduced pledged shares, does this 5.6% stake sale not become a red flag for liquidity concerns at Omkar ?

    ReplyDelete
    Replies
    1. Re: Omkar Specialty - They have also given update about financial condition of the company with expectation of getting working capital extension limit from banks but due to demonetization whole process delayed.

      Delete
  11. Thanks Mam. This is a dream portfolio. Mam any obvious reasons why some stocks took less time to double while others are taking more time. I mean what were the things that let some stocks run like rocket while others are moving gently.

    ReplyDelete
    Replies
    1. It depends upon business condition, government policies, climatic conditions or any situation which can affect demand or supply of specific company or sector.

      Delete
  12. Waiting for your this month suggestion. Happy republic day mam...

    ReplyDelete
  13. Hi Mam, can u give me some pointers as to what do u look for when u are looking at a company?

    ReplyDelete
    Replies
    1. I am using below simple analysis for making any investment decision.

      1.Product and its market demand is the main criteria. Once you will
      find what market need now and what it needs in next 2-3 years.

      2 Need to shortlist the companies from above field with good
      fundamental and trading at very attractive valuation with low
      manageable debt.

      3 Invest in companies having capable and good promoters. If no link to
      get the information about promoters than better to go for the
      companies with proven track record of promoters.

      4 Always try to add good stocks during deep market correction or fall
      in price of good stock due to temporary cause.

      Delete
    2. Mam - how to find which product has market / demand ? How do u find that.

      Delete
    3. _/\_Thank You Mam for the insight!
      One more query - Do u think Nandan Denim can manage such high debt, operating with such low margins & will it be able to sustain these margins after the capex is over. Also if u can share your views about NDL promoters.

      Delete
    4. Hello Dolly Madam,
      Could you please explain point number 1 with an example ?

      Delete
  14. Hi mam, your view on speciality restaurants and chembond chemicals please?

    ReplyDelete
    Replies
    1. Chembond chemicals is good stock to add on further correction for long term only.

      Not tracking other stock

      Delete
  15. Can I buy Talb auto @134.thanks for guiding us

    ReplyDelete
    Replies
    1. Yes it can be bought on further correction near 120

      Delete
  16. Thanks Mam for the detailed review

    ReplyDelete
  17. Hmm now that I'm feeling had I been in this blog before only excellent and extraordinary returns, my wholehearted wishes to madam and followers also, I could only add 3 stocks near to suggested prices I.e surana solar @ 23 and Omkar speciality chemicals @ 162 ,ABFRL @152, looking forward to build a portfolio.. from next recommendation my all the above stocks haven't moved yet but I have conviction that they will deliver very big returns in 2 to 3 years ..

    ReplyDelete
    Replies
    1. ABFRL and Surana Solar can be bought for long term investment only. Omkar expected to give better return early as compared to other two stocks.

      Delete
    2. Mam what normally long term means to you >3 yrs?

      Delete
    3. Ma'am What is the percentage gain you are expecting in omkar 2 years from now?

      Delete
  18. Bpl limited purchases Kar sakta hu Kya ????

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  19. Madam, I have invested in Manappuram Finance @80 for 2 years
    Invested in Trident @66 for 2 years
    Invested in Suzlon @15.20 for 2 years

    Any other stocks you can suggest for bumper gains ??

    I have 50000 now & 50000 I will have after March to invest

    ReplyDelete
    Replies
    1. Manappuram Finance and Trident are bought at very high price so need to keep the expectation around 15% return per year.

      Not tracking Suzlon

      Delete
  20. Hi madam can I purchase reliance capital as share is trade at 10PE and 1 time book value

    ReplyDelete
  21. Alright madam, thank you, in fact I invested based on one website in which they mentioned that you have purchased Trident @ 52 & Manappuram @ 72
    & madam when you invest the scripts give 300% returns

    ReplyDelete
  22. Mam good price to buy LLOYD ELECTRIC & ENGINEERING?

    ReplyDelete
  23. I always learn something new on your each recommendation. Thanks for updated report. Most of the stocks hit below your recommended price some time. Patience is the key to buy stock. I hold OMKAR and ABFRL in small quantity. I am holding cash and waiting to buy more OMKAR AND ABFRL.

    Thanks
    Siva

    ReplyDelete
  24. Mam good price to buy emkay globe Ltd @ 60. ???

    ReplyDelete
  25. Dear Mam,
    You had always gave options for share holders who hold more than 15%. But if anybody has less percentage then what to do?

    ReplyDelete
  26. Dear Mam, As you have cleaty mentioned that ABFRL and Surana are strictly for Long Term, Whats the view with Talbros?

    Is it also a long term investment or we can look at it like Omkar for medium term?

    ReplyDelete
  27. Maam, what is the outlook for Talbros Auto?

    ReplyDelete
  28. Madam

    How would XPRO Q3 results be. Can I invest now though it has moved 50%from your suggested price

    ReplyDelete
  29. Madam I bought India Nippon electric at 615. Your esteemed opinion about the exit price?

    ReplyDelete
  30. Mam, Is RS Software good to hold? my avg price is 194.

    ReplyDelete
  31. Madam,Please share your idea about A K Capital.

    ReplyDelete
    Replies
    1. Dear sir AK Capital has moved a lot this is not the price to enter, it's against wat madam has preached us buy it wen it is young , of course madam is not tracking the stock , for your info I bought it at 270 now it is at 400 above sir , Pls evaluate yourself ...

      Delete
  32. Madam please suggest me regarding SML ISUZU & SWARAJ ENGINES @ current price is suggestable for LT as well as short term. Thank you.

    ReplyDelete
    Replies
    1. All stocks are very good, you can continue to hold but not advisable to buy at cmp

      Delete
  33. Hello mam what's your view for trident should we buy. Wanted to know about dhampur sugar ( anilkumar goel) increasing stake sugar prices are increasing day by day last 2 qtrs good results and also about universal cables company has turn into profit making

    ReplyDelete
    Replies
    1. Trident is good stock to buy near 40.

      Not tracking other stocks

      Delete
  34. Your view required on Maharashtra Scooter and Vidhya tele.

    ReplyDelete
    Replies
    1. Sorry not tracking Maharashtra Scooter and Vidhya tele

      Delete
  35. BBTC can I invest or wait for price correction

    ReplyDelete
  36. Mam, what is your opinion on Jindal Poly Films?

    ReplyDelete
  37. Madam do you expect short term term bear market after budget is to be followed by BREXIT in march..

    Please mention the new stock date so we can catch the rocket on time.. Thank you

    ReplyDelete
    Replies
    1. No analysis on short term negative possibilities. Long term market outlook is very positive

      Next stock will be posted in the last week of Feb or first week of March

      Delete
  38. Hi mam
    What are your views on Ifb agro results?

    ReplyDelete
    Replies
    1. Results are good as per expectation, continue to hold.

      Delete
  39. Dear Mam,
    What is your opinion on HT media and Sakuma Exports

    ReplyDelete
  40. Mam, What is your view on Future Enterprises (FEL) and Kalyani Investment Company (KICL) at CMP?

    ReplyDelete
    Replies
    1. Sorry not tracking Future Enterprises and Kalyani Investment

      Delete
  41. Dear Dollyji,
    My friend Mr.Raghav introduced your blog to me and i started following with 10% of my portfolio each in Shree Pushkar and Omkar. Have decided to stick to your decisions after my own study. Thanks for sharing your expertise with us.

    ReplyDelete
  42. Madam if you know your stock why wait one more month to disclose it? Why not just do it on some day when market is in deep red and we can all get opportunity to buy without hitting a circuit

    ReplyDelete
    Replies
    1. If you aware the date of deep correction than we can decide the same date?

      Delete
  43. Madam, can i buy idea cellular now

    ReplyDelete
  44. Dear Madam, kindly advise your views on Ifci and TV18. Many thanks and best regards.

    ReplyDelete
  45. Madam added few shree pushkar today at lower rate of 192. Results are on 10.2.2017. hoping production from new plant wil push the result beyond expectations n push the price of SPCL to new highs. Madam ur views on Kaveri Seeds, REC Ltd and CCL p4oducts. Thanka

    ReplyDelete
    Replies
    1. Kaveri seed is good stock to add near 350

      Not tracking other stocks

      Delete
    2. Mam it's at 458 now. 350 will be difficult in this year. Do u see such a deep correction?😢

      Delete
    3. I am not seeing any correction but 350 is the right price

      Delete
  46. Mam, do u think Nandan Denim can manage such high debt, operating with such low margins & will it be able to sustain these margins after the capex is over. Also if u can share your views about NDL promoters.

    ReplyDelete
    Replies
    1. Hopefully NDL can mange the debt easily but investment should be for long term only

      Delete
    2. Madam.
      What made you so confident in NDl despite such negatives. Please note this question is for learning purpose.. I was also interested in NDL but didn't invest because of debt and promoter pledge...

      Delete
    3. Debt and promoter' pledge is part of business during expansion phase. Utilization of fund for right cause is important.

      Delete
  47. Maam is it good to enter HMVL, its holding huge cash and cash flow is very good stock is available at 10 PE and much undervalued to it peers. do you have any take on it?

    ReplyDelete
    Replies
    1. Not tracking closely

      It can be bought on further correction near 200

      Delete
  48. Madam

    Where can we expect share price movement of DTL

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  49. madam please reply in details tomarrow after budgets view after finance ministers speech .

    ReplyDelete
    Replies
    1. Budget is very good for stock market and Indian economy. Need to remain fully invested.

      Delete
  50. Hi mam,
    in 2014, surana became 5 bagger just in 5 months(16-90+).if things are positive for surana. can we expect same sort of spark.If we have patience, even it is consolidate at these price 1-2 yrs, no need to worry hope so.

    ReplyDelete
  51. Dolly madam, holding Kothari Petro & Omakr Chem.. Shall we expect price movement in Kothari petro in 2017 ???

    ReplyDelete
  52. Madam, please share your views on Basmati rice export stocks like Chamanlal Setia.

    ReplyDelete
  53. Hi mam ur valuable opinion on tci exp results. Is it OK? Thanks mam.

    ReplyDelete
    Replies
    1. Yes, result is good and expected to improve in coming quarters

      Delete
  54. Dear madam, Nandan Denim wat is the price to enter Pls specify the FII limit has been revised to 49 percent and the stock has been brought at a premium of 45 to 50 Rs by many Foreign Institutions @ 200 but the stock has come down from 160 levels to 120 ,Pls help out ....

    ReplyDelete
    Replies
    1. It is good stock to buy around 110 -120 for long term only

      Delete
  55. Hi mam,
    any positive for solar sector in budget? FM told that going to utilize solar power in 7000 rail stations. is it benefit for suruana?

    ReplyDelete
    Replies
    1. Budget is good for entire solar sector but no immediate major change expected in results.

      Delete
  56. Jai Hind Maam, Kindly share your view on budget and the sectors most benefited by it.

    ReplyDelete
    Replies
    1. Budget is very good for stock market and Indian economy. Need to remain fully invested.

      Delete
  57. Madam,
    In our blog what are the stocks benefit from this budget?

    ReplyDelete
    Replies
    1. Budget is positive for all stocks posted on blog

      Delete
  58. Dear Ma'am,

    Any idea on Repro India ?

    Regards,
    Sushil

    ReplyDelete
  59. Hello mam, what about TCI results? Thanks.

    ReplyDelete
    Replies
    1. Result is good, continue to hold for further gain.

      Delete
  60. Dear madam,

    Promoters of omkar are continuously selling stake reduced holding by 2% more this quarter to 45 % I think company has cash crunch and liquidity issue

    ReplyDelete
    Replies
    1. Yes, it is due to demonetization and delay from banks to increase the working capital limit.

      Delete
  61. Chemfab Alkalies holding price at 330, when it will reach? Pls advise.

    ReplyDelete
    Replies
    1. 300% target already achieved, neutral at cmp. Not advisable to buy any stock after sudden rise or maximum 15% above suggested price.

      Delete
  62. Madam shall I shift from heritage foods to Omkar specialities ??

    ReplyDelete
    Replies
    1. Heritage foods is also very good stock, continue to hold.

      Delete
  63. Madam omkar promoters continuously bringing down their stake ? Anything to worry ?

    ReplyDelete
    Replies
    1. It is due to demonetization and delay from banks to increase the working capital limit. Nothing to worry, all issues will get settled in coming quarter.

      Delete
  64. Mam pls comment on abfrl results. this quarter also loss. margins came down for madurai fashions and pantaloons made loss

    ReplyDelete
    Replies
    1. Effect of demonetization was well expected on fashion retail segment, almost 2 months (Nov and Dec) was severely affected. Company will improve its performance in coming quarter.

      Delete
  65. Mem please provide good SIP fund

    ReplyDelete
  66. Madam next stock reco will be under pressure may be due to brexit. . Can u pre pone the announcement. .

    ReplyDelete
    Replies
    1. so why u want to buy at high now and face the pressure. we will rather buy when there is pressure

      Delete
  67. Hello Mam,
    Can we enter Lincoln Pharma at CMP of Rs.205 on a long term perspective.
    Thank You,

    ReplyDelete
    Replies
    1. It is good stock to buy near 100.

      At cmp we can expect around 15% gain per year

      Delete
  68. Mam, ABFRL again goes into loss.. What is the reason for that? When could we expect profits consistently?

    ReplyDelete
    Replies
    1. please study the results in detail, no point in asking all doubts as we wont learn if everything is replied by madam. if you check the results you can see they have opened new store and rental income has increased 40 cr yoy , so now you know how it came in loss of 12 cr .. added to the expansion was the demonetization effect

      Delete
  69. Madam please post some article/ suggestion regarding how to find good scripts. Probably many of the blog readers are interested also. Ur recommendations are really trustworthy and we need to learn this skill from you. Recommendations are only output but I want to be enriched by your process of techniques to find the scripts. Expecting detailed write up in this regard. Thanks again for giving us precious time and courteous support to us. God bless u.

    ReplyDelete
    Replies
    1. If anyone can able to make profit with given process in the blog than he can make profit in any situation from any good stock. It is not specific stock but buying and selling timing, price difference is giving the profit. These stocks are not new listing but already trading from years. Courage and patience are key factors to develop and rest of the skill will get developed itself with time and experience.

      Delete
    2. Mam we need to learn alot from ur side regarding some specific scrips, so if possible and manage please post some other articles as well like before "INVESTMENT STRATIGIES" & "THOUGHTFUL INVESTMENT". that will be good and will get more clear ideas.
      THANK YOU...REGARDS

      Delete
    3. Well said mam! Sounds absolutely right!

      Delete
    4. If you read the blog, all posts, all Q&A you will learn lot. Be sure to read multiple times...

      Delete
  70. Why Kothari Petrochem's Market Cap showing as 0 in money control?

    ReplyDelete
    Replies
    1. Because it is listed only on NSE and money control is showing BSE data

      Delete
  71. Ma'am can you give a ruff idea on how much you expect the EPS of ABFRL to be in 2 years from now? Also how long will they take to pay off the debt of 1500 crs? Also how are the cash flows of the company? MAX profit for quarter is only 164 crs. what will be the profit and profit margins 2 years from now?

    ReplyDelete
    Replies
    1. Expected EPS will be above 6 and profit margins will improve with increase in sales revenue.

      Once company start generation consistent profit than 1500 crs debt can be retired in 3-4 years.

      Delete
    2. Ma'am isn't the share capital too high to expect EPS of 6 ? I was checking it's around 750+ CRS
      So profit will have to be 900CRS+ for EPS of 6 correct. Please help me with the math . Thanks just learning

      Delete
    3. I figured out how they will make EPS as 6 . Ignore my previous message
      Thanks

      Delete
    4. With 500 crs net profit , company will able to post EPS above Rs. 6

      Delete
  72. How will the dairy companies will be benefited by budget allocation of package for dairies industries ? Do you think daries companies will get booster dose or just its a small thing.

    ReplyDelete
    Replies
    1. The union budget has given the allocation of Rs 8000 crore for dairy infrastructure development in next three years. Positive effect on dairy sector will become visible after 2-3 years so we should not expect short term gain from dairy stocks.

      Delete
  73. Hi Madam,

    ABRFL posted LOSS can it takes time to make profit?
    Better to invest invest in omkar

    ReplyDelete
    Replies
    1. ABFRL may take some quarters to show consistently positive results but it is much better option for long term investment

      Delete
  74. Parag dairy is good stock at CMP:-245

    ReplyDelete
    Replies
    1. It is good stock to buy on further correction near 200 for long term investment only

      Delete
  75. Maam V2Retail and Vishal Mart came out with good result though they cater to lower rung of the ladder. Isn't it surprising that ABFRL who's cliental probably use credit/debit card takes a hit . Your thoughts please

    ReplyDelete
    Replies
    1. Sorry not tracking Vishal

      ABFRL has posted better results you. Around 50% sales revenue was coming from cash sale and 20 -30 % sales decline due to demonetization.

      Delete
  76. Thanks a lot for all the above recommendations
    madam you have also invested in ADF foods,Nocil,Nandan denim,nitin spinners and few others but you never recommend these stocks on this blog till now, why ?
    Please don't take it otherwise just a concern whether we can also invest in these stocks or should we wait for your recommendation ?

    ReplyDelete
    Replies
    1. I have replied it in detail on 16 September 2016

      If any of the above stocks will come into good buying range then only I can suggest on blog

      Delete
  77. Ma'am pls suggest stocks for investment. Is it right time for investment if yes then pls suggest

    ReplyDelete
    Replies
    1. You can buy Omkar and ABFRL or wait for next stock in first week of March

      Delete
  78. Madam what is your views about Karnataka bank?

    ReplyDelete
  79. Mam, can we buy Kothari Petrochem at CMP in current market scenarios like sharp risen oil prices etc?

    ReplyDelete
    Replies
    1. It can be bought below 20 in case of further correction

      Delete
  80. Mam, what are the best sources to get full details of a company to analyse for investment?
    Can we buy Umang dairies,Bajaj electricals, HSIL at CMP?

    ReplyDelete
    Replies
    1. Process to know any company is similar as we know the person in personal life before trusting them

      Umang dairy is good stock to buy near 60 for long term investment

      Not tracking other stocks

      Delete
  81. Hello Maam,
    Besant agro tech (india) ltd. CMP is 7.45 is good stick to buy?

    Thank you for your valuable suggestion.

    ReplyDelete
  82. Ma'am thank you for giving us the opportunity to buy good stocks posted by you.. Your View on Nelcast pls?

    ReplyDelete
  83. Dear madam

    Will XPRO be a multibagge

    ReplyDelete
  84. Mam, What is your views on Texmaco Rail and Engineering, Titagarh Wagons at CMP?

    ReplyDelete
  85. Mam, can we buy stocks in BSE & sell NSE and vice versa? Are there any impacts to do this?

    ReplyDelete
  86. Mam, what is your view on pioneer embroidary. what price one can accumulate. thanks in advance

    ReplyDelete
  87. Mam, In somewhere I have seen that you were/have holding 'Selan Exploration Technology'. It have been hovering around at CMP 187 for the very long time. One of its peers (Duke Offshore) has risen more than double in few months but SELAN doesn't have any movement.Does it has future growth? Does it has value at CMP?

    ReplyDelete
  88. ma'am please tell your view on WOCKHARDT and overall pharma sector movement. thank you ma'am

    ReplyDelete
  89. Mam any view on skm egg products on long-term

    ReplyDelete
    Replies
    1. Now not tracking above stock.It was dropped from track list.

      Delete
  90. Hello Maam,
    Besant agro tech (india) ltd. CMP is 7.45 is good stick to buy?

    Thank you for your valuable suggestion.

    ReplyDelete
  91. Madam since last 3 months iam observing in bulk deals promoters of Surana solar are regularly selling thier stake

    ReplyDelete