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.
Friday, March 2, 2018
Happy Holi Greetings
Dear Readers
May this season of color bring peace, prosperity, joy, happiness and success in your life.
Wishing you and your family a very happy and prosperous Holi
Mam Happy holi 1.Why NS is trading at a lesser PE in comparison with their peers 2.Are you tracking Kesar Petro products? Being a chemical stock it may be in your radar.
Dear ma'am, happy Holi to you and your family. Thanks for your guidance, you are our Ray of hope and confidence. May God bless u and fulfill all your wishes.
Happy Holi Mam you and your family members and all blog followers, this occasion may bring all joy of color in your life. Mam please share your views on result of Rain ind.
Happy Holi Mam. Omkar Chemicals stock got hammered badly due to working capital issues. You think the management can fix their woes quickly and the stock price can recover in an year's time?
Working capital issue is not new but investor lost the confidence due to recent result, further lot of negative sentiment floating among the retail investors which has triggered continuous lower circuit for several days, stock price will recover quickly once things become normal
Please suggest on 2 shares. currently in loss. can I add more or with current holdings have to wait for 2-3 years or have to book loss? please suggest. If companies are good I will do average. please suggest. Dwarikesh sugar 4000@ 47rs and sutlej textiles 620@ 101rs. please suggest. Thanks in advance
Dear Madam, Seasonal Greetings!!! Need ur advise to react to this mkt scenario...most of the big names in portfolio are negative. Am new to direct equity..used to invest thru MFs... Wr
Hi mam.. we understand that you suggest stocks which are ready for a turnaround and that is the reason targets of 300% in 4 years -/+ are achieved. This weekend again we are waiting for new stock and some thing to be happy for. Hope this stock run as fast as it can and all members become happy
Hello mam,there is some +ve news like GDP,election results but our mkt still it's in correction mode,after this month yearly results also will come out,whether this correction will take few more weeks to stabilize our mkt???
Dolly Mam, regarding Nitin Spinners Q4 performance looks stable only because of tax reversal from previous years otherwise in spite of increased revenue no corresponding increase in NP...
Also, their integrated project announced is still in conceptual stage and no work has yet started except land acquisition. They have an capital outlay of 650 crores for this project. Pl. enlighten us how they are going to finance the same as if they come out with a rights issue proposal it may supress already subdued price of the scrip !! Also, it is very clear that fruits of this projects are at least few years away.. Management is also tight lipped about utilization of funds which have been raised 02 times by issue of equity to themselves@INR 120.
Dear mam, your views on GMDC. I have been holing it for around 18 months from around 90. Now i am confused whether to exit with a decent return and add up further on Nitin Spinners / your upcoming recommendation or to wait further on GMDC.
From last few weeks market is correcting severely and several stocks are giving very good opportunity to buy at low price. Next stock will be one of the best investment opportunity at low price
Mam Can i purchase your previous recommendations such as KCP, Deepak nitrite, Nitin spinners, Surana solar, ABFRL at CMP.Or should i wait for further correction.I also reserved some money to purchase your next pic which will be published next week. God bless you.
My overall portfolio was giving me 125% profit returns now it has come down to 100%. Its down by 25%. Will it come up after this market correction. I'm a long term investor. Please advice.
It is not only your portfolio but every investors portfolio have similar correction. You can continue to hold with patience and market will stabilise in within few weeks. All stocks will move up very strongly and your portfolio will also recover
Greetings Mam! Every story that was drawn in 2017 has been erased in just one month!!!
Good to learn and have no worries as we all are long term investors :) Many thanks to you! I guess we learnt something about market fluctuations in last 2 years...
Question is how/what can we implement to prevent this happening during next cycle of market fall? Apart from and along with 1) Buy low - sell high 2) Patience to hold long term 3) Add more in small quantities but unfortunately small investors like me will never have cash in hand.
I feel there MUST be something to implement because this is not the first time it is happening and if successfully implemented one will be further successful in investing!
One thing I observe is stocks having less free float and bought with all the principles you taught us have comparatively less impact on portfolio…simply because there are less sellers :) But I understand posting such stock on blog causes only few members on the blog to be able to buy within range...unfortunately!
We should have mistaken, because we did not care when markets are trading historically high PE, at least we should care by looking at hi PE as we are small investors and do not have much cash.
Greetings once again! What price range GIC housing finance can be bought and expectations in one year? Just to learn because during last year post budget focus on housing sector stock doubled quickly and as usual it is falling in spite of good result!
I am fully invested in market based on your recommendations on this blog here.
But almost every stock that I have bought is now available at much better prices because of the corrections in the market so will you say it is a good idea to take on some personal debt, in the form of personal loan at around 10-12%, and double down on the investments ?
I can make sure that I only take on debt that I can afford to pay the emi's for from my regular income but I am not sure if this is a good idea to take on some debt to invest.
It is not advisable to take loan for equity investment. You can continue to hold your all stock as it is with patience, it is normal correction and market will recover within few weeks.
Imagine u have taken loan of 100,000 and invested in kesoram, jubilant industries, surana solar, gati, and invested 10% each in 10 stocks what if it dint perform for 1 year or more and also fell during market correction ..you may feel embarrassed so u must wait for 4 years. So think again
respected madamji sugar sector presently not performing presently well and government policies are allso not favorable---how it affects KCP limited -----SO I add kcp more or add other script in buying range --please guide
Dear mam, Can u pls share your views on kesoram preference shares allotment? There is a disclosure on 7th feb that manav investment will buy 220 crore worth shares and 130 crore worth warrants @ 175 rs. Is this deal already happened or will be done on a future date or they can even cancel it ? Pls need your guidance on pref issue Rgds Rajesh
Hi Ma'am I have taken around 1000 shares of nitin spinners as per your suggestion. Should I add more to average the price. Or wait for your next pick ?? Please suggest
And I have loads of trust on you so I will keep my faith .. hope for best.
Dear mam With the recent market correction, we now have problem of plenty. Most of your 2017 recommendation have again come into buying range: KCP, gati, deepak nitrite, nitin spinner, abfrl, pennar etc.
I am thinking of adding gati as its % allocation is less in the portfolio. Can we add the stock given that there are lot of concerns on foreign funding and this stock has issue with its bonds.
Can you give us return outlook for KCP? Im not able to see beyond 200-220 in 3 years maximum for the stock. So less than 100% return for many investors who bought at 120 over 3 years.
Hi respected madamJi , I Wish you @@ Happy Woman's Day...@ Thanks for being there in guiding us and responding to each and everyone on this blog..have a wonderday day enjoy , one of the best message on womens day : without "Her " "HERO" "IS" "0". similarly in stock mkt without your blessings and guidance we are "0".--------
Dear mam, Can we compare alcargo and gati? Both are in the same space.. Whats your views on alcargo? Can we look to buy it at current price for 300% gain in 4 years... It has high promoter holding and debt also less and no pledge shares.. Pls let us know your views.
Hi maam, as,u had suggested earlier "if the combined demerged value of a stock reached +_ 10% of suggested price then it can be added", so in that case ,can i add omkar+lasa at cmp, as it is 14% of my portfolio at present, pls advice.thankyou
My intention was very clear on your previous comment but you have not taken timely action.
sam sam February 8, 2018 at 8:43 AM
Hello dolly maam, i had purchased omkar special @162 before demerger and sold only omkar @77 and bought 50% qty back @74, can i buy remaining qty@ current price?
Dolly KhannaFebruary 9, 2018 at 6:59 PM
You can continue to hold your current quantity as it is but not advisable to buy more. We don’t want to invest in any company where our blog members will lose peace of mind . We can accept up-and-down, profit and loss of business but irresponsible behaviour of promoter is not acceptable
I found this interesting Article so i feel like i should share it with you. Please do read its very insightful considering current market scenario. thanks https://www.morningstar.com.au/learn/article/tom-russo-capacity-to-suffer/165669?utm_medium=email&utm_campaign=MII%20-%20Free%20Top%20Stories%202018%20-%20issue%2009&utm_content=MII%20-%20Free%20Top%20Stories%202018%20-%20issue%2009+CID_76d595ced24af4c04608ec5458f864d6&utm_source=Email%20marketing%20software&utm_term=Read%20more
I am holding Lasa from 152 levels. Today it has gone down to 92. I am in almost 40% loss. Mam should I average it out or get out from the stock. Recently there has been lot of resignations at upper management level. Please let me know the way further.
hi Ma'm, LASA supergenerics is seen to be sliding further, what is the reason for the same? Is it good to enter now? what would be a good price to enter if yes?
Damage is already done, you can continue to hold as it is. I have replied 3 -4 weeks ago to several comment on Nitin spinners board - some are given below
sam sam March 9, 2018 at 9:47 AM Hi maam, as,u had suggested earlier "if the combined demerged value of a stock reached +_ 10% of suggested price then it can be added", so in that case ,can i add omkar+lasa at cmp, as it is 14% of my portfolio at present, pls advice.thankyou
Dolly KhannaMarch 10, 2018 at 2:04 AM My intention was very clear on your previous comment but you have not taken timely action.
sam sam February 8, 2018 at 8:43 AM Hello dolly maam, i had purchased omkar special @162 before demerger and sold only omkar @77 and bought 50% qty back @74, can i buy remaining qty@ current price?
Dolly KhannaFebruary 9, 2018 at 6:59 PM You can continue to hold your current quantity as it is but not advisable to buy more. We don’t want to invest in any company where our blog members will lose peace of mind . We can accept up-and-down, profit and loss of business but irresponsible behaviour of promoter is not acceptable.
Ram BaranwalFebruary 18, 2018 at 10:55 AM Mam. Some comments on LASA development please. Do you think recent events still make it HOLD for further gain.
Ankit MandloiFebruary 18, 2018 at 9:44 PM Mam please advice on Omkar as well. Tx!
Dolly KhannaFebruary 19, 2018 at 1:07 AM I have already replied to your comments on this blog on February 10, 2018 at 11:46 PM February 9, 2018 at 6:33 PM
I have replied on G+ to ashish Khandelwal comment 2 weeks ago
"2)No other option, either to hold it peacefully or exit completely. It is still trading well above suggested price 148 ( Lasa145+ Omkar 43 =188)"
You have replied to +Manjukumar SP "Nothing unusual in LASA. They have been sharing all info in public domain and there is no reason to assume it is similar to omkar so far."
I am replying again with below option
1) There is no change in previous view for any of these stocks, continue to hold as it is.
Lasa business is going normal and stock price correction is in line with recent market correction in SmallCap and MidCap stocks.
2) If you feel even 0.1 % doubt then you have option to exit because It (Lasa 135 + Omkar 39 = 174 .5) is still trading 18% above suggested price 148, you have a lot of options below suggested price like Nitin Spinner, Kesoram even ABFRL is trading near to suggested price
Mam
ReplyDeleteHappy holi
1.Why NS is trading at a lesser PE in comparison with their peers
2.Are you tracking Kesar Petro products? Being a chemical stock it may be in your radar.
1) So that you can buy more at CMP before it start trading at higher PE
Delete2) sorry not tracking kesar petro
Thank you and wish you the same,Madam.
ReplyDeleteHappy holi all members..!!
ReplyDeleteHappy holi to u,ur family members and to all blog readers
ReplyDeleteThank you mam, Happy Holi to you and your entire family.
ReplyDeleteHappy Holi ....!
ReplyDeleteThank you and wish you and your family a very happy n colorful holi too.
ReplyDeleteThank you Madam.. Happy holi to you and all the readers !!
ReplyDeleteHappy Holi to you Mam, your family and all blog members, may Lord Krishna bless all
ReplyDeleteHappy Holi ma'am...
ReplyDeleteDear ma'am, happy Holi to you and your family. Thanks for your guidance, you are our Ray of hope and confidence. May God bless u and fulfill all your wishes.
ReplyDeleteHappy Holi Madam to you and your family 😊😊
ReplyDeleteMadamji, i too wish you, your family and all your blog followers a happy and blessed Holi.
ReplyDeleteMay God paint the canvas of your life with the most vibrant colors, sparkles, peace & joy at every step of your life. Happy Holi...
ReplyDeleteMadam, please through some light on specific scientific demerger. Thank you.
ReplyDeleteHappy Holi to all the Blog Readers here.
ReplyDeleteMadam, Happy Holy to you & your family members ...
ReplyDeletema'am, Wishing you and your family a very happy and prosperous Holi.
ReplyDeleteHappy holy to you and your family
ReplyDeleteNamaste madam
ReplyDeleteHappy Holi to you and Ur family.
Thank you maám. Wishing you and your family a very happy and joyful Holi!
ReplyDeleteHappy Holi Mam you and your family members and all blog followers, this occasion may bring all joy of color in your life. Mam please share your views on result of Rain ind.
ReplyDeleteVery very happy holi to you and your near and dear ones.
ReplyDeleteHappy Holi to Maam & ur family and all Blog readers
ReplyDeleteColours bring so much joy!. May the cheer of colours always remain in your life! Happy Holi!
ReplyDeleteHappy Holi Mam....Happy Holi to all fellow blog readers. May this year be filled with health, happiness and the strength to tide over tough days !
ReplyDeleteWish you a happy and colourful hoi as well.
ReplyDeleteThankThan, wish you, your family including all followers on the blog a very colorful happy holi
ReplyDeleteGreetings Madam,
ReplyDeleteThank you for your Holi wishes. A very happy and colorful Holi to you and your family and all the blog followers.
Thanks and Regards,
D. Viswambharan
Happy holi madam
ReplyDeleteThank you and wishing you and your family the same.
ReplyDeleteWishing you and your family A very happy and prosperous holi mam.
ReplyDeleteWishing you and your family happy holi mam...
ReplyDeleteHappy Holi Mam. Have more beautiful colours ahead in your life.
ReplyDeleteWish you and your family a very happy Holi. May God paint your life with full colour...
ReplyDeleteWish You All Happy Holi. Wishing everyone be Wealthy, Healthy and Happy on this Holi.
ReplyDeleteHappy Holi to you and your family and to your extended family too.
ReplyDeleteMam, OSCL & Lasa has shown weakness in the current scenario, is it because of the impending rights issue, your comments please.
ReplyDeleteNot only Lasa but most of the small cap and mid-cap stocks have shown weakness in current scenario.
DeleteHappy Holi mam to you and your family.
ReplyDeleteWish you and your family a very Happy holi...regards.
ReplyDeleteWish you and your family a very happy and colourful holi.
ReplyDeleteWishing a very happy Holi to you and your family Madam!
ReplyDeleteWish u a happy holi to you and your family
ReplyDeletehi, happy holi.
ReplyDeletecan i buy gmr infra, gvk power, ginni filaments, bank of maharastra, lypsa at the current rate?
Sorry not tracking any of the above mentioned stocks
DeleteHappy Holi mam to you and your family
ReplyDeleteHappy Holi Ma'am!!
ReplyDeleteHappy Holly to you & fly..I Thank God for your goodwill to help & guide others !
ReplyDeleteMadam
ReplyDeleteWishing you and family a Happy Holi
Happy holi to you too Ma'am
ReplyDeleteWish you and your family a Happy Holi Mam
ReplyDeleteHappy holi Mam
ReplyDeleteHappy Holi mam to you and your family.
ReplyDeleteHappy Holi mam to you and your family.
ReplyDeleteHappy holi to goddess dollyji and friends n family blog readers ....🙏🏼🙏🏼🙏🏼✌️✌️
ReplyDeleteHappy Holi to you and your family..
ReplyDeleteHappy Holi Mam. Omkar Chemicals stock got hammered badly due to working capital issues. You think the management can fix their woes quickly and the stock price can recover in an year's time?
ReplyDeleteWorking capital issue is not new but investor lost the confidence due to recent result, further lot of negative sentiment floating among the retail investors which has triggered continuous lower circuit for several days, stock price will recover quickly once things become normal
DeleteMam...if Omkar will recover from 40 back to normal 80...is it goo to put some more money in it ?
DeleteMam, is AksharChem at 615-625 range good to buy? if so, what returns in 3 years ?
DeleteMam, is AksharChem at 615-625 range good to buy? if so, what returns in 3 years ?
DeleteMam can we buy omkar and lasa at cmp
DeleteWishing Dolly Mam and all blog readers a very happy and colourful Holi.
ReplyDeleteअंगड़ाई ले रही है प्रकृति
ReplyDeleteहोली आ गई!
बौराई हवा दे गई सन्देश,
होली आ गई!
जल उठे जंगल में पलाश
जागी है मन में नई आस,
होली आ गई!
Wishing you a Happy Holi,
"Full of Colours and best wishes"
Happy holi mam, your views on vidhi speciality ?!
ReplyDeleteThanks
Wish you and your family a very happy and colourful holi.
ReplyDeleteWish you a very happy holi maam.
ReplyDeleteMadam a very happy and colorful holy to you and to your family.
ReplyDeleteHello mam,
ReplyDeleteWishing you and your family a very happy and colorful HOLI.
Dear Maam,
ReplyDeleteCan you please give your views on JSW Energy?
Sorry not tracking it
DeleteHappy Holy Maam
ReplyDeleteHello madam,
ReplyDeleteI bought rain industries @ 340/- can I hold it. I think Q3 results are good. What is your opinion on this stock.
Now you have already bought it, need to stick with your investment decision at least for 2 - 3 years
DeleteDear Maam,
ReplyDeleteKindly share ur views on Astramicrowave Products at Cmp 90.
Thanking you in advance
Sorry not tracking it in the recent past
DeleteDilip bildcon ltd ko purchase kar saktaha Hu Kya ?
ReplyDeleteSorry not tracking Dilip buildcon
Deletewish you happy holi madam
ReplyDeleteHappy holi mam...
ReplyDeleteMam I want to know the impact of US tariff hike on metals, also the impact on prakash industries?
There is no direct impact because Prakash industries not exporting to US
DeleteAny indirect impact mam??
DeleteSteel price may also correct in India due to oversupply , it is very positive for Industrial and infra growth
DeleteVery Happy and Blessed Holi to all on this Blog !!
ReplyDeleteMadam, please through some light on specific scientific demerger. Thank you.
ReplyDeleteSorry not tracking it
DeleteMam your views on continuing to buy gati and nitin spinners at cmp
ReplyDeleteYes , it is very good opportunity to add both stocks at cmp
DeleteDear Madam Is it recommended to buy Rain Industries at CMP .Please advise date for your next recommendation.
ReplyDeleteIt is not advisable to buy at cmp
DeleteNext stock will be posted on 15 -16 March
Please suggest on 2 shares. currently in loss. can I add more or with current holdings have to wait for 2-3 years or have to book loss? please suggest. If companies are good I will do average. please suggest. Dwarikesh sugar 4000@ 47rs and sutlej textiles 620@ 101rs. please suggest. Thanks in advance
ReplyDeleteYou can buy Nitin Spinners and Gati at cmp.
DeleteNeed to stick with your investment decision at least for 2-3 years
Dolly ji, Happy HolI.
ReplyDeleteMost of the stocks are near suggested price or below that!! So is the right to shop or should we wait for little more correction
ReplyDeleteYou can start adding now because no one can time the market.
DeleteDear Madam, Seasonal Greetings!!! Need ur advise to react to this mkt scenario...most of the big names in portfolio are negative. Am new to direct equity..used to invest thru MFs...
ReplyDeleteWr
It is very good opportunity to add good stock for long term investment
DeleteMam please suggest IT stock as your new suggestion
ReplyDeleteStill next stock is not decided but very rare chance of suggesting IT stock.
DeleteHappy holi.
ReplyDeleteHi mam.. we understand that you suggest stocks which are ready for a turnaround and that is the reason targets of 300% in 4 years -/+ are achieved. This weekend again we are waiting for new stock and some thing to be happy for. Hope this stock run as fast as it can and all members become happy
ReplyDeleteNext stock will be posted on 15 -16 March
DeleteHello mam,there is some +ve news like GDP,election results but our mkt still it's in correction mode,after this month yearly results also will come out,whether this correction will take few more weeks to stabilize our mkt???
ReplyDeleteYes, market will stabilize within next few weeks
DeleteDear Maam, Can you confirm if new stock would come this weekend or next so we can accordingly plan for funds?
ReplyDeleteMany Thanks.
Next stock will be posted on 16 or 17 March
DeleteDolly Mam, regarding Nitin Spinners Q4 performance looks stable only because of tax reversal from previous years otherwise in spite of increased revenue no corresponding increase in NP...
ReplyDeleteAlso, their integrated project announced is still in conceptual stage and no work has yet started except land acquisition. They have an capital outlay of 650 crores for this project. Pl. enlighten us how they are going to finance the same as if they come out with a rights issue proposal it may supress already subdued price of the scrip !! Also, it is very clear that fruits of this projects are at least few years away.. Management is also tight lipped about utilization of funds which have been raised 02 times by issue of equity to themselves@INR 120.
We have not bought the stock based on Q3 or Q4 results, it is for 3 - 4 years investment and need to hold it with patience
DeleteDear mam, your views on GMDC. I have been holing it for around 18 months from around 90. Now i am confused whether to exit with a decent return and add up further on Nitin Spinners / your upcoming recommendation or to wait further on GMDC.
ReplyDeleteExpecting Your opinion with gratitude
Sorry not tracking GMDC
DeleteFrom last few weeks market is correcting severely and several stocks are giving very good opportunity to buy at low price. Next stock will be one of the best investment opportunity at low price
Mam, can we add prakash industries at current level, looks attractive..
ReplyDeleteNo change in previous view for Prakash industry
DeleteNamaste mam, can I add nitin spinner @ 99 or its below level
ReplyDeleteYes you can add at CMP, it is very good investment opportunity
DeleteDear mam,
ReplyDeleteCan we look to buy amarjyoti spinning at current price? Around 140 is it a good buy?
How much return can we expect in 2 yrs time?
Rgds
Rajesh
Yes you can buy it expected return around 15% per year
Deletemam your view balramapur chini mills?
ReplyDeleteSorry not tracking it
DeleteMam Can i purchase your previous recommendations such as KCP, Deepak nitrite, Nitin spinners, Surana solar, ABFRL at CMP.Or should i wait for further correction.I also reserved some money to purchase your next pic which will be published next week.
ReplyDeleteGod bless you.
Yes you can buy the stocks which are trading within 10% from suggested price. Nitin spinner is giving very good investment opportunity at CMP
DeleteMam when is your next call?
ReplyDeleteNext stock will be posted on 16 or 17 March
DeleteMam, could you please let me know your views on white organic and Ruchira papers
ReplyDeleteSorry not tracking white organic
DeleteGood morning mam.
ReplyDeleteSurana solar, your recommended price is 23. CMP is 15(down -34%). Can I buy at cmp.
No change in previous view for Surana Solar you can buy it if you can wait until 2022. I have already given update on it in July 2017
DeleteDolly Mam,
ReplyDeleteMy overall portfolio was giving me 125% profit returns now it has come down to 100%. Its down by 25%. Will it come up after this market correction. I'm a long term investor. Please advice.
It is not only your portfolio but every investors portfolio have similar correction. You can continue to hold with patience and market will stabilise in within few weeks. All stocks will move up very strongly and your portfolio will also recover
DeleteTank you mam. Feel good after your reply.
DeleteGreetings Mam!
ReplyDeleteEvery story that was drawn in 2017 has been erased in just one month!!!
Good to learn and have no worries as we all are long term investors :) Many thanks to you!
I guess we learnt something about market fluctuations in last 2 years...
Question is how/what can we implement to prevent this happening during next cycle of market fall?
Apart from and along with 1) Buy low - sell high 2) Patience to hold long term 3) Add more in small quantities but unfortunately small investors like me will never have cash in hand.
I feel there MUST be something to implement because this is not the first time it is happening and if successfully implemented one will be further successful in investing!
One thing I observe is stocks having less free float and bought with all the principles you taught us have comparatively less impact on portfolio…simply because there are less sellers :)
But I understand posting such stock on blog causes only few members on the blog to be able to buy within range...unfortunately!
It is normal correction and market will recover within few weeks. You can continue to hold your stocks as it is with full confidence.
DeleteWe should have mistaken, because we did not care when markets are trading historically high PE, at least we should care by looking at hi PE as we are small investors and do not have much cash.
DeleteThanks mam...
DeleteI have full confidence because of you in holding all these stocks.
I was just trying to see if there is something i can learn
Greetings once again! What price range GIC housing finance can be bought and expectations in one year? Just to learn because during last year post budget focus on housing sector stock doubled quickly and as usual it is falling in spite of good result!
ReplyDeleteIt can be bought near 300 in case of further correction
DeleteHello Mam,
ReplyDeleteI am fully invested in market based on your recommendations on this blog here.
But almost every stock that I have bought is now available at much better prices because of the corrections in the market so will you say it is a good idea to take on some personal debt, in the form of personal loan at around 10-12%, and double down on the investments ?
I can make sure that I only take on debt that I can afford to pay the emi's for from my regular income but I am not sure if this is a good idea to take on some debt to invest.
Thanks for your advice.
It is not advisable to take loan for equity investment. You can continue to hold your all stock as it is with patience, it is normal correction and market will recover within few weeks.
DeleteImagine u have taken loan of 100,000 and invested in kesoram, jubilant industries, surana solar, gati, and invested 10% each in 10 stocks what if it dint perform for 1 year or more and also fell during market correction ..you may feel embarrassed so u must wait for 4 years. So think again
DeleteDear Madam can I buy Dwarikesh Sugar at CMP.
ReplyDeleteIt is not advisable to buy sugar stocks
Deleterespected madamji whats ur view regarding steel sectors-- can it is most performing sectors in the next 2-3 yrs , can i add jubilant industries at cmp
ReplyDeleteSteel stocks with lower depth are good for long-term investment only.
DeleteJubilant industry can be bought below 180 in case of further correction
whats ur view regarding technofab industries , nandan denim is it very gd buy at cmp or not??
ReplyDeleteSorry not tracking technofeb ind
DeleteNandan denim can be bought near 100 in case of further correction
respected madamji sugar sector presently not performing presently well and government policies are allso not favorable---how it affects KCP limited -----SO I add kcp more or add other script in buying range --please guide
ReplyDeleteIn India KCP don’t have sugar business
DeleteDear mam,
ReplyDeleteCan u pls share your views on kesoram preference shares allotment?
There is a disclosure on 7th feb that manav investment will buy 220 crore worth shares and 130 crore worth warrants @ 175 rs.
Is this deal already happened or will be done on a future date or they can even cancel it ?
Pls need your guidance on pref issue
Rgds
Rajesh
Allotment of preferential shares to the promoters will happen in future on the approval of postal ballot by share holders
DeleteHi Ma'am
ReplyDeleteI have taken around 1000 shares of nitin spinners as per your suggestion. Should I add more to average the price. Or wait for your next pick ?? Please suggest
And I have loads of trust on you so I will keep my faith .. hope for best.
Abhishek
You can give the allocation 10 to 20% in Nitin Spinners
DeleteIf there is already 20% allocation then you can buy next stock
Hi mam.. Is it worth holding omkar and Lasa for future..? concern is the combined value of lasa and omkar are nearing investment value..
ReplyDeleteNo change in previous view for Lasa.
DeleteHas the market bottomed out yet ? Or will NSE go to 8000 points ?
ReplyDeleteYou are both statements are true for stock market
DeleteDear mam
ReplyDeleteWith the recent market correction, we now have problem of plenty. Most of your 2017 recommendation have again come into buying range: KCP, gati, deepak nitrite, nitin spinner, abfrl, pennar etc.
I am thinking of adding gati as its % allocation is less in the portfolio. Can we add the stock given that there are lot of concerns on foreign funding and this stock has issue with its bonds.
Regards
Ajay
It is good if you have given a location around 15 - 20% in each stock
DeleteMam, shall i buy LASA at current price or need to wait for correction???
ReplyDeleteNot advisable to buy Omkar or Lasa separately after demerger
Deletemadam what is wrong with sugar stocks, why they are falling so badly
ReplyDeleteIt is very common for sugar stocks because It can rise and fall beyond imagination
DeleteCan you give us return outlook for KCP? Im not able to see beyond 200-220 in 3 years maximum for the stock. So less than 100% return for many investors who bought at 120 over 3 years.
ReplyDeleteEverything is given in the blog, if you believe yourself then it is okay. Even 100% return in three years is very good
DeleteDear Madam,
ReplyDeleteCan we buy Fortis Healthcare & Prakash Industries at CMP. Also is it right time to enter banking stock- Karnataka Bank.
Sorry not tracking it
DeleteHappy woman's day to you
ReplyDeleteWhat has happened to lasa and omkar mam since lasa has just been going down almost every day since a month
ReplyDeleteAlmost every stock is correcting during this period so Lasa & Omkar are no exception
DeleteDear madam
ReplyDeleteIs it advisible to buy Emami Limited on current CMP?
Sorry not tracking it
DeleteDear mam!
ReplyDeleteWish you and every other WOMEN a happy and enjoying day today and forever...
TC.
Mam,A very Happy Womans day.Thanks being with us as a pillar in our path of financial journey.
ReplyDeleteHi respected madamJi , I Wish you @@ Happy Woman's Day...@
ReplyDeleteThanks for being there in guiding us and responding to each and everyone on this blog..have a wonderday day enjoy , one of the best message on womens day : without "Her " "HERO" "IS" "0". similarly in stock mkt without your blessings and guidance we are "0".--------
Madam
ReplyDeleteHAPPY WOMENS DAY WISHES.
THANKS FOR GUIDING US
Mam yours views on Phillips carbon black??
ReplyDeleteIt is good stock you can continue to hold it but not advisable to buy at CMP
DeleteSintax plastic par apka view kya he mam....
ReplyDeleteIt is good stock, you can add more at cmp
DeleteDear mam,
ReplyDeleteCan we compare alcargo and gati? Both are in the same space..
Whats your views on alcargo? Can we look to buy it at current price for 300% gain in 4 years...
It has high promoter holding and debt also less and no pledge shares..
Pls let us know your views.
Thanks
Rajesh
Sorry not tracking Alcargo
DeleteHi maam, as,u had suggested earlier "if the combined demerged value of a stock reached +_ 10% of suggested price then it can be added", so in that case ,can i add omkar+lasa at cmp, as it is 14% of my portfolio at present, pls advice.thankyou
ReplyDeleteMy intention was very clear on your previous comment but you have not taken timely action.
Deletesam sam February 8, 2018 at 8:43 AM
Hello dolly maam, i had purchased omkar special @162 before demerger and sold only omkar @77 and bought 50% qty back @74, can i buy remaining qty@ current price?
Dolly KhannaFebruary 9, 2018 at 6:59 PM
You can continue to hold your current quantity as it is but not advisable to buy more. We don’t want to invest in any company where our blog members will lose peace of mind . We can accept up-and-down, profit and loss of business but irresponsible behaviour of promoter is not acceptable
Please write some detailed views on Market Correction Reasons, Why it is correcting ?
ReplyDeleteHi Dolly m'am and All other blog followers,
ReplyDeleteI found this interesting Article so i feel like i should share it with you. Please do read its very insightful considering current market scenario. thanks
https://www.morningstar.com.au/learn/article/tom-russo-capacity-to-suffer/165669?utm_medium=email&utm_campaign=MII%20-%20Free%20Top%20Stories%202018%20-%20issue%2009&utm_content=MII%20-%20Free%20Top%20Stories%202018%20-%20issue%2009+CID_76d595ced24af4c04608ec5458f864d6&utm_source=Email%20marketing%20software&utm_term=Read%20more
Very nice
DeleteMam,
ReplyDeleteNitin spinners is continuously going down, now below 100. Do you suggest to gold the stock which were bought at 120 levels?
Thanks in advance.
Yes , you can continue to hold as it is or add more at cmp. Market correction is temporary and stock will recover very quickly
DeleteMam jubiland industries trading near suggested price can I buy at cmp
ReplyDeleteDear Mam I want to invest 10 lakhs can u suggest some good stocks whigh can give me good returns in 1 to 2 years.
ReplyDeleteHello Madam,
ReplyDeleteI am holding Lasa from 152 levels. Today it has gone down to 92. I am in almost 40% loss. Mam should I average it out or get out from the stock. Recently there has been lot of resignations at upper management level. Please let me know the way further.
Warm Regards
Arun
hello mam, can i buy KCP..GATI at cmp of wait for some more correction
ReplyDeleteRegards Mam.
hi Ma'm,
ReplyDeleteLASA supergenerics is seen to be sliding further, what is the reason for the same? Is it good to enter now? what would be a good price to enter if yes?
Heloo Mam, is it good to invest now in Kesoram, Deepak Nitrate, Gati, KPC, Pennar Inds for Long Term (2 to 3 years)??
ReplyDeleteDear Madam can I buy Jubliant Industries & Shreyans Industries at CMP.
ReplyDeleteMadam
ReplyDeleteShould we quit omkar specialites and lasa and enter Nitin spinners or your next stock ??
Damage is already done, you can continue to hold as it is. I have replied 3 -4 weeks ago to several comment on Nitin spinners board - some are given below
Deletesam sam March 9, 2018 at 9:47 AM
Hi maam, as,u had suggested earlier "if the combined demerged value of a stock reached +_ 10% of suggested price then it can be added", so in that case ,can i add omkar+lasa at cmp, as it is 14% of my portfolio at present, pls advice.thankyou
Dolly KhannaMarch 10, 2018 at 2:04 AM
My intention was very clear on your previous comment but you have not taken timely action.
sam sam February 8, 2018 at 8:43 AM
Hello dolly maam, i had purchased omkar special @162 before demerger and sold only omkar @77 and bought 50% qty back @74, can i buy remaining qty@ current price?
Dolly KhannaFebruary 9, 2018 at 6:59 PM
You can continue to hold your current quantity as it is but not advisable to buy more. We don’t want to invest in any company where our blog members will lose peace of mind . We can accept up-and-down, profit and loss of business but irresponsible behaviour of promoter is not acceptable.
---------------------------------------------------------------------------------------------------------
Ram BaranwalFebruary 18, 2018 at 10:55 AM
Mam. Some comments on LASA development please. Do you think recent events still make it HOLD for further gain.
Ankit MandloiFebruary 18, 2018 at 9:44 PM
Mam please advice on Omkar as well. Tx!
Dolly KhannaFebruary 19, 2018 at 1:07 AM
I have already replied to your comments on this blog on
February 10, 2018 at 11:46 PM
February 9, 2018 at 6:33 PM
I have replied on G+ to ashish Khandelwal comment 2 weeks ago
"2)No other option, either to hold it peacefully or exit completely. It is still trading well above suggested price 148 ( Lasa145+ Omkar 43 =188)"
You have replied to +Manjukumar SP
"Nothing unusual in LASA. They have been sharing all info in public domain and there is no reason to assume it is similar to omkar so far."
I am replying again with below option
1) There is no change in previous view for any of these stocks, continue to hold as it is.
Lasa business is going normal and stock price correction is in line with recent market correction in SmallCap and MidCap stocks.
2) If you feel even 0.1 % doubt then you have option to exit because It (Lasa 135 + Omkar 39 = 174 .5) is still trading 18% above suggested price 148, you have a lot of options below suggested price like Nitin Spinner, Kesoram even ABFRL is trading near to suggested price
Mam
ReplyDeleteOmkar+ lasa price is less than recommended value. Can we add? Or else next stock will be better option
Mam,can I buy kesoram?
ReplyDeleteDear mam,
ReplyDeleteCan we look to buy ab capital now?
How much percentage upside we can see in 4 yrs?
Rgds
Rajesh