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.
Thursday, September 13, 2018
Happy Ganesh Chaturthi
Dear Readers
May God bless you and your family with peace and happiness
Wanted to share this Warren Buffett note. Buffett bought his Washington Post stake at a 70% discount to intrinsic business value. Buffet knew the market value (market cap) would close the gap in a few years. As he says "Whenever I make investments, I assume the gap is likely to close in 3 years or so" He kept his shares for over 25 yrs :). A $10M investment became $1.2B
Happy Ganesh chaturthi to Dolly Mam, Rajiv sir and all blog members. Mam there is no any news about commissioning of new plant of Deepak nitrite. Company has mentioned to start before the 30 th Auguest. Please convey latest update if available. Thanks
Happy Ganesh Chaturthi madam. Madam please share your views on investing in Thirumalai Chemicals for long term. Will it be a good decision to buy and hold this stock for long term. Thanks for your guidance. God bless.
Mam, as per your previous input, BGL promoters are buying 1.2cr preferential shares may be at price 157 then it means effectively they are pumping in 157 cr to repay the debt. Correct me if my understanding is wrong. Is this their action plan on repaying debt.By when you are expecting this would happen.
Dear Ma'am, There is an update that Bridge India Fund is sold 25000 TPL shares in Open market. With such low volumes, If they start selling rampantly, wouldnt the price fall big time. Please give your inputs.
It is good for retail investors, they got the chance to buy at lower price. Bridge India fund is the loser, not the retail investor so you can continue to hold it for long term
In Ganesh Housing you said BOOK VALUE came down because company has issued bonus share 1:2 in July 2016. How does this bonus share issue bring down Book Value?
From swap ratio of pennar and pebs it appears it is better to buy pebs than pennar. For every 13 pebs share, one will get 23 shares of pennar..at cmp buying pebs will cost (13*59.5) 774 it will give (44*23) 1012..clear arbitrage gain of 30%..your view on this mam?
Risk here is...what if company changes ratio or merger cancelled...you will be stuck with PEBS which is fundamentally not that great compared to pennar...
Good Evening ! Today is the day when I feel 2018 will be flat for stock market ! I may be wrong but the kind of uncertainty all over Globe is definitely will impact all. Our Orient Paper investment ( from 2017 ) have earned more than 100% rest are really testing patience !
Market will move decisively after Novemember 6th. Mars is staying for so long (6 months or so) in capricon along with Ketu which is deadly for the markets. In my opinion, market will run until end of March 2019. Then comes the deadly combination of Sa-Ketu. The last time it came, when it happened, it was in 2007-2008. You know how it was! In a fire sign (simha), it happened, now again happeing after a period of 9 years! In a fire sign again (Dhanu). The impact will be same or more since Ju will join this combination at the end of 2019. Expect very painful years in 2019 & 2020.
How can one learn to hold a 30-40% loss making stock having 20% allocation and 2 of them in this situation?
Especially in following scenarios,
1. Already in loss of 30-40% 2. Pain of realising that loss if exit 3. Uncertainty of further gain on reinvestment if exit 4. Loss of portfolio growth in either case...
Peter Lynch opinion to sell a share was that if story a is better than story b then sell b...
Only solution is to find a share which will give quick gain and still able to provide reinvestment of capital to new blog suggested stock...
Only God can help i guess...I just want to learn sustain in this situation.
Bought Nitin@120 and Ganesh@140 It will eat atleast couple of years from portfolio growth...
Dear Blog Member I'm currently going through the same situation. I am holding 10-20% of my portfolio in Sintex, Ganesh housing and TPL. Now all three are down by 30-40% from my buying price. But we are helpless when the entire market is bleeding. Vineeth Jain rightly Said 'This too will pass'. And it is true coz threre is nothing permanent in this world.
Fear Sir, M'm - just one question that will help understand how one prepares for great buying opportunities
1. Were you invested in the market before the last 2008-09 financial crisis? Meaning had you bought stocks before that...which would have likely gone down by 30% or so during those 24 months 2. If so, during the 24 months crisis, did you buy more at bargain prices as it was great buying opportunity? (which means one has to keep some money aside for a market dip - as Buffett/ Munger advise)
We have invested in same stocks and continue to hold and during the financial crisis. There was no big change in portfolio. Stocks are added and sold gradually as usual. Even now if you can see that several stocks like Asian granito, Rain industry how much they have corrected from their peak but still we hold
Do you think tpl plastech will have impact on there margins due to higher crude price and usd? Also want to know do they export there products? What percentage of total turnover do they export?
Hi M'am, what is your view on pennar and Pebs merger. I am holding a large quantity of pennar. Shall I sell and switch to Pebs? As pennar has been range kund since last 1 year
You can give 10 to 20% allocation in Pennar industry. Most probably merger will happen in next six months then it will start moving up. We will review our investment decision only after three years if there is no change in fundamental of any stock.
res madamji , a simple question it may look foolish for eg tpl plast suggested price 288 ------say 300% return 864 rs tgt is it?? or 288----1152 -----means 300 % gain or profit??? so as per you what is the tgt 864----1152 ?? waiting eagerly
Whenever we invest in any stock, we always expect to rise in price ultimately we expect profit. it is the same for our investment, initially we expect 100% return on our investment then we try to make our investment free of cost by selling the 50% holding then we expect further return on our free of cost investment up to 300% in 4 years
Sugar sector is cyclical in nature with huge fluctuation in stock prices. Sometime it is extremely risky if we miss the timing so it is not an available to buy any sugar stocks at higher price. Recently we have already seen 50 -100% rally in most of sugar stock prices.
Yes we have seen in the past also similar stress on US China trade relations. It will not have any major impact on Indian business interest with both countries.
Mam, namaskar. Need ur advice on DTIL for short term to medium term considering rise in tea price owing to Kerala flood and most favourable quarter for tea sector companies. Thanks
Even without floods in the Kerala the tea stock prices are expected to rise in quarter 2 & 3 , it is peak of tea leaves plucking season in north-eastern states
Hi madam.. Can you please tell us why shree pushkar struk around 200rs...they are expanding there capaciyu continuously yeae to year from last 2 years. Is it has any impact of crud oil price rise.. Or any other info.. Thank you
TPL Plastic is not showing any strength. Should we buy in staggered manner? It has come down heavily. Mid and small cap is not performing since last 8 months. Is it looking like correction or something drastic happening? I have also kesoram 20% avg price 118. should I increase further?
Stock price fluctuation is high because of low equity base and bridge India fund sold some shares. You can continue to hold as it is and increase your allocation up to 20% for long-term investment
Mam, Is anything from Tiles industry like Kajaria, Asian Granito, Somany, OrienBell worth buying now for long term ? Your advice will be of immense help. Thanks in advance.
Hi all these are list of the best movies on stocks internationally. You can download from Telegram app or You Tube or other sources. Try to start with THE BIG SHOT (2015).
This will keep us motivated visually/ mentally and rest of the work khannan ji are already doing. Guys market may be very volatile till election results. We have to accept this situation. Personally my portfolio is down by 50% as my major share was in kesoram omkar + lasa, sintex, Ganesh housing, nitin spinners and exactly they fell the most and are given higher allocation. Though I have all recommends stocks. But im 100% confident they will bounce back sharply.. 😀
Credit goes to khanna ji that they started this blog ..tought us to be patient and control emotions in every climate of market..2013 to 2017 was bull market then now its down..every time on any question asked by members they have replied for entering any stock at least pissible price. So that there is limited downside. Imagine every one is patient not selling any stock infact adding in down.. all this we learned in blog. Otherwise many would buy high and sell lows and blame the markets..
ABFRL has posted good results Q1. What kind of potential do you see if one holds long term for 5 to 7 years. Is it worth holding for 5 to 7 years or even longer.
Dear Mam, आज तो रूह कांप गयी। What is your take on what happened in market today? Do you see any liquidity crunch with NBFC's? What is your opinion on Yes bank and L&T finance holding?
Market is providing good opportunity to buy the stocks at lower level, need to hold all positions for long term. There is no liquidity crunch in the market
Dear mam, HSIL corrected more recently, is it right time to buy for long term. What about fundamentals, any reason for severe correction. Thanks in advance
Warren Buffett on yesterday's situations in Indian Market:
Read this as many times as you can. It’s one of his favourite advise.
"We will be buying businesses - or small parts of businesses, called stocks - year in, year out as long as I live…Given these intentions, declining prices for businesses benefit us, and rising prices hurt us. The most common cause of low prices is pessimism - some times pervasive, sometimes specific to a company or industry. We want to do business in such an environment, not because we like pessimism but because we like the prices it produces. It's optimism that is the enemy of the rational buyer."
Short-term investment is also for one year but in case GP Petroleum, company is expanding its customer base, product portfolio so lot of product promotions, discounts are offered. It will reflect in topline but bottom line will remain under pressure due to this reason no short-term target is given
I have still not bought tpl plast and bharat gears..now i have arrangement of funds..so what do you suggest shall i buy both 10% each on monday or shall i invest gradually small qty on every 5 or 10 rs fall..I am confused shall i buy all at this price or gradually? Also Do you track zf stearing and Sundaram brake? Can we look to buy now? Please update.
Nobody knows the bottom market and this is the root cause of confusion. You may find another 20% price movement on either side on next Monday and there is no end.
If you are confident in the business of company than yo can start buying from suggested price and hold for long term
Hi Maám, I am holding most of your stocks with confidence. I am also holding DHFL and was shocked to see what has happened on Friday. Very worried about the same;will it be back to normal? Should I add more.
Dear Maam Force Motors has come down from 4000 to 2000 Is it a good buy for a holding period of 2 years? Thanking you in advance for your expert advice
Hi Mam: is this the start of bearish market or market collapse? Or Is indian economy poised for strong growth over net 2-yrs?
Also, I think DHFL issue was blown out of proportion and 300 crores selling of commercial papers shouldn't have led to such panic. What's your views mam?
Madam, Is it good to invest on these stocks..Need your advice Srikalahasthi Pipes CMP@189, LT foods CMP@44,RSWM CMP@218? if not, Pls let us know buying range?
Blog Readers, Those not worried by - 30% below recommended price...and having patience and temperament, here is a GREAT BUYING OPPORTUNITY below the Blog recommended price.
This market giving us good lesson, at point of time we should maintain cash reserve at least 15-20% of our portfolio otherwise we will not be able to buy stock even though the market give good buying opportunity.
Just keep smiling if you find the market indexes are in deep red,, you will find that you are always happy. Real motivation and inspiration comes from within
“This is the 3rd time we have seen our holdings lose 50% of value. It’s in the nature of long term share holding that our value could go down by say 50% and be back up again. IF YOU ARE NOT WILLING TO REACT WITH EQUANIMITY TO SUCH MARKET PRICE DECLINES A FEW TIMES IN YOUR LIFE, YOU ARE NOT FIT TO BE A COMMON SHARE HOLDER OF STOCKS…AND YOU SHOULD ACCEPT THE AVERAGE RETURNS FROM INVESTING IN AN INDEX MUTUAL FUND”
Hi madam...shree pushkar dod not announce any dividend for the current financial year.. Can you please comment.. Also you replied saying because of preferential allotmenr of shares at 208 rs share price was struc .. Can you please let us know when can we expect some momentum in share price.. Any more information is helpful .. Thank you
Mrs.Dollyji,namaskar.Can you please advise me whether these stocks can be bought .If so,what should be the entry point?. Sheela foam,Advance enzymes,Sun TV,LT foods,Nocil.
Happy Ganesh Chaturthi. ...Till now 2018 was tough n rough for Midcap n small cap...hope Ganapti Bappa ..will now create new wealth for all of us ...
ReplyDeleteHappy Ganesh Chaturthi to you and your family
ReplyDeleteHappy Ganesh Chaturthi to you mam and also to your family
ReplyDeleteHi Dolly Mam and Blog readers: Wishing you a very Happy Ganesh Chaturthi.
ReplyDeleteHappy Ganesh Chaturthi to you and your family Ma'am. May God's blessings always be with you
ReplyDeleteHappy ganapati bappa..... madam......
ReplyDeleteHappy ganesh chaturthi to dollyji and all blog members
ReplyDeleteDear Mam and Sir , Ganesh Chathurthi Ki Hardik Shubhkamnaye!! May Lord Ganesh bless you with immense knowledge,wealth and Happiness !
ReplyDeleteRgds Deepak
Happy Ganesh Chaturthi.
ReplyDeleteWanted to share this Warren Buffett note. Buffett bought his Washington Post stake at a 70% discount to intrinsic business value. Buffet knew the market value (market cap) would close the gap in a few years. As he says "Whenever I make investments, I assume the gap is likely to close in 3 years or so" He kept his shares for over 25 yrs :). A $10M investment became $1.2B
regards,
Krish
Very nice note on Warren Buffett
DeleteDear madam
ReplyDeleteMarkets may go up and down. Let god Ganesha give u good health and prosperity madam.
Happy Ganesh Chaturthi to all blog members.
ReplyDeleteMadamji, Happy Ganesh Chaturthi to you, you family and all your followers.
ReplyDeleteHappy Ganesh chaturthi to Dolly Mam, Rajiv sir and all blog members. Mam there is no any news about commissioning of new plant of Deepak nitrite. Company has mentioned to start before the 30 th Auguest. Please convey latest update if available. Thanks
ReplyDeleteSome starting troubles are normally expected while starting mega Phenol plant, Hopefully we will get good news very soon.
DeleteHappy Ganesh Chaturthi to u n ur family , may lord bless u with his choicest blessings
ReplyDeleteGod bless us all on the occasion of today and everyday...
ReplyDeleteHappy Ganesh Chaturthi to all boarders !!
ReplyDeleteHappy Ganesh Chaturthi madam.
ReplyDeleteMadam please share your views on investing in Thirumalai Chemicals for long term. Will it be a good decision to buy and hold this stock for long term. Thanks for your guidance. God bless.
It is good stock, you can continue to hold it but still not advisable to buy at CMP
DeleteHappy Ganesh Chaturthi to you and your family, ma'am.
ReplyDeleteHappy ganesh chaturthi mam. May you & your family be bestowed with love peace & Happiness.
ReplyDeleteHappy Ganesh chaturthi mam.can you just share your view on nifty after 2 years?how much upside possible in nifty in 2 years.
ReplyDeleteWe can expect above 25,000 in next five years
Deleteshuv ganesh chaturthi to everyone
ReplyDeleteHappy Ganesh Chaturthi to you and your family madam
ReplyDeleteHappy Ganesh chaturthi to all 🙏
ReplyDeleteBappa Morya ❣️
Happy Ganesh Chaturthi to you, you family and all...
ReplyDeleteHappy Ganesh Chaturthi mam....and really thankful for helping us all
ReplyDeleteMam, as per your previous input, BGL promoters are buying 1.2cr preferential shares may be at price 157 then it means effectively they are pumping in 157 cr to repay the debt. Correct me if my understanding is wrong. Is this their action plan on repaying debt.By when you are expecting this would happen.
ReplyDeleteMost probably it will happen in coming quarter and company can give update on exact details.
DeleteWish you a very happy ganesh chaturthi Madam. What is your view on Indo Count Industries and D-Link India?
ReplyDeleteSorry not tracking any of the above mentioned stocks
DeleteHappy Ganesha madam! Thanks for all your advice and help!
ReplyDeleteHappy Ganesh Chaturthi to you and your family madam.......
ReplyDeleteDear Ma'am, There is an update that Bridge India Fund is sold 25000 TPL shares in Open market. With such low volumes, If they start selling rampantly, wouldnt the price fall big time. Please give your inputs.
ReplyDeleteIt is good for retail investors, they got the chance to buy at lower price. Bridge India fund is the loser, not the retail investor so you can continue to hold it for long term
DeleteDear Madam, Is it the right time to accumulate Dwari6& Dhampur Sugar.
ReplyDeleteWr
Right time was in the mid of July 2018
DeleteHappy Ganesh Chaturthi to you Mam and to all the followers of Mam..
ReplyDeletePennar ind filed the application with NCLT,whether this is + ve for pennar
ReplyDeleteIt is not related to good or bad for stock but it is just part of merger process and to complete the merger NCLT approval required
Deletehello mam , request to please suggest a good sugar stock for short term (3 to 6 months).
ReplyDeleteMost of the sugar stocks already gone up 50-100% from recent low
DeleteSir, Ma'm,
ReplyDeleteIn Ganesh Housing you said BOOK VALUE came down because company has issued bonus share 1:2 in July 2016. How does this bonus share issue bring down Book Value?
Thanks
Book value is came down because number of shares are increased due to bonus shares
DeleteMam can we add sugar stocks now, plz give some name...
ReplyDeleteDhampur Sugar and Dwarkesh sugar are good stock but already rallied significantly
DeleteHello mam, how is sugar stocks like bajaj Hindustan,balrampur chini etc..this is right time?
ReplyDeleteSorry not tracking the stocks
Deletehttps://youtu.be/ihnumDuoOF8
ReplyDeleteEvery one try to watch this 21 min video..hope mr.khanna ji can convert it in finding a multi bagger idea !!
Very nice video
DeleteI can't open this video. what can I do
DeleteMadam
ReplyDeleteYour view on Visaka industries at cmp..
It is good stock but still not advisable to buy at CMP
DeleteHappy Ganesh Chaturthi to you madam and your family.
ReplyDeleteRequest your views on Meghmani Organics.Can we buy it at currwent price of Rs 88
ReplyDeleteStill it is not advisable to buy at CMP
DeleteHi Mam,
ReplyDeleteFrom swap ratio of pennar and pebs it appears it is better to buy pebs than pennar. For every 13 pebs share, one will get 23 shares of pennar..at cmp buying pebs will cost (13*59.5) 774 it will give (44*23) 1012..clear arbitrage gain of 30%..your view on this mam?
Yes PEBS is better option if the merger goes through smoothly
DeleteRisk here is...what if company changes ratio or merger cancelled...you will be stuck with PEBS which is fundamentally not that great compared to pennar...
DeleteYou also have to consider that Pennar holds 54% of PEBS which will need to be adjusted in the ratio.
DeleteGood Evening ! Today is the day when I feel 2018 will be flat for stock market ! I may be wrong but the kind of uncertainty all over Globe is definitely will impact all. Our Orient Paper investment ( from 2017 ) have earned more than 100% rest are really testing patience !
ReplyDeleteYes, in the short-term there is some uncertainty but for the long term Indian economy and stock market outlook is very positive
DeleteMarket will move decisively after Novemember 6th. Mars is staying for so long (6 months or so) in capricon along with Ketu which is deadly for the markets. In my opinion, market will run until end of March 2019.
DeleteThen comes the deadly combination of Sa-Ketu. The last time it came, when it happened, it was in 2007-2008. You know how it was! In a fire sign (simha), it happened, now again happeing after a period of 9 years! In a fire sign again (Dhanu). The impact will be same or more since Ju will join this combination at the end of 2019. Expect very painful years in 2019 & 2020.
Greetings as always and forever...
ReplyDeleteHow can one learn to hold a 30-40% loss making stock having 20% allocation and 2 of them in this situation?
Especially in following scenarios,
1. Already in loss of 30-40%
2. Pain of realising that loss if exit
3. Uncertainty of further gain on reinvestment if exit
4. Loss of portfolio growth in either case...
Peter Lynch opinion to sell a share was that if story a is better than story b then sell b...
Only solution is to find a share which will give quick gain and still able to provide reinvestment of capital to new blog suggested stock...
Only God can help i guess...I just want to learn sustain in this situation.
Bought Nitin@120 and Ganesh@140
It will eat atleast couple of years from portfolio growth...
There is a small saying in hindi.
Delete"Ye samay bhi beet jayega.."
Think about this..if good time was not permanent neither bad time will be !!
Almost sab k portfolio main loss hi hai. We can only have patience and forget tracking it everyday.
You can continue to hold all stocks as it is. No need to think on profit and loss on daily basis by looking the index movement
DeleteDear Blog Member
DeleteI'm currently going through the same situation. I am holding 10-20% of my portfolio in Sintex, Ganesh housing and TPL. Now all three are down by 30-40% from my buying price. But we are helpless when the entire market is bleeding. Vineeth Jain rightly Said 'This too will pass'. And it is true coz threre is nothing permanent in this world.
Good to know the details...
DeleteI have about 7-9% in each stock across 12 stocks.
DeleteThe ones where CMP is down 25-35% from Blog price, I have bought a bit more units now.
It should all be ok and up +35% this time in 2019 :)
Mam why prakash industries pledges & then releases shares every second day??
ReplyDeleteIt may be releasing from different financer and pledging to other
DeleteFear Sir, M'm - just one question that will help understand how one prepares for great buying opportunities
ReplyDelete1. Were you invested in the market before the last 2008-09 financial crisis? Meaning had you bought stocks before that...which would have likely gone down by 30% or so during those 24 months
2. If so, during the 24 months crisis, did you buy more at bargain prices as it was great buying opportunity? (which means one has to keep some money aside for a market dip - as Buffett/ Munger advise)
Any advice would be useful. Thank you
We have invested in same stocks and continue to hold and during the financial crisis. There was no big change in portfolio. Stocks are added and sold gradually as usual. Even now if you can see that several stocks like Asian granito, Rain industry how much they have corrected from their peak but still we hold
DeleteDear Mam,
ReplyDeleteDo you think tpl plastech will have impact on there margins due to higher crude price and usd?
Also want to know do they export there products? What percentage of total turnover do they export?
They are not exporting any product and they are able to pass any rise in raw material cost to their customers.
DeleteHi M'am, what is your view on pennar and Pebs merger. I am holding a large quantity of pennar. Shall I sell and switch to Pebs? As pennar has been range kund since last 1 year
ReplyDeleteYou can give 10 to 20% allocation in Pennar industry. Most probably merger will happen in next six months then it will start moving up. We will review our investment decision only after three years if there is no change in fundamental of any stock.
Deletemadam ur view on CDSL at CMP?
ReplyDeleteSorry not tracking it
DeleteDear Ma'am...would appreciate if you could share your view regards to KESORAM...holding at suggestion price..
ReplyDeleteNo change in previous view for Kesoram industry and you can continue to hold as it is
DeleteBelated wishes madam.
ReplyDeleteres madamji , a simple question it may look foolish
ReplyDeletefor eg tpl plast suggested price 288 ------say 300% return 864 rs tgt is it??
or 288----1152 -----means 300 % gain or profit???
so as per you what is the tgt 864----1152 ??
waiting eagerly
Whenever we invest in any stock, we always expect to rise in price ultimately we expect profit. it is the same for our investment, initially we expect 100% return on our investment then we try to make our investment free of cost by selling the 50% holding then we expect further return on our free of cost investment up to 300% in 4 years
Deleteso basically what Sr/Ma'm is saying is
DeleteIf you Invest 1L, you will sell half the units and recover 1L (principal)
Remaining half units (which were bought at 0.5L) could go up to 400% , which = 0.5L*4 = 2L
So, overall plan is to get back 1L + 2L = 3L on an investment of 1L
Gain = 2L which is 200%...over 4 years (~50% annual return)
Ofcourse this is just a broad framework...some stocks may go higher and some a bit lower. So don't take it very literally...
It will mitigate the risk on investment and same time it will help to expand your portfolio without fresh investment.
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Dear Madam, what is your view on Bandhan Bank?
ReplyDeleteSorry not tracking it
DeleteMam please share your views on overall sugar sector for the short term and long term.
ReplyDeleteSugar sector is cyclical in nature with huge fluctuation in stock prices. Sometime it is extremely risky if we miss the timing so it is not an available to buy any sugar stocks at higher price. Recently we have already seen 50 -100% rally in most of sugar stock prices.
DeleteTrade war between china and US is going
ReplyDeletehigh day by day.I think it is good for Indian companies Mam please share your views.
Yes we have seen in the past also similar stress on US China trade relations. It will not have any major impact on Indian business interest with both countries.
Deletecan i book 50% profit in orient paper invested 10% allocation or continue to hold for 3 years
ReplyDeleteYou can book profit above hundred percent at any point but always prefer to book the profit during the positive trend of the market
DeleteSo mam do you see any positive trend in recent time to book the profit for orient or kindly suggest...thank you
DeleteYou can continue to hold it , it is not right time to book the profit
DeleteSure...thank you
DeleteMam, namaskar.
ReplyDeleteNeed ur advice on DTIL for short term to medium term considering rise in tea price owing to Kerala flood and most favourable quarter for tea sector companies. Thanks
Even without floods in the Kerala the tea stock prices are expected to rise in quarter 2 & 3 , it is peak of tea leaves plucking season in north-eastern states
DeleteMam
ReplyDeleteCan we add Ganesh housing? Available at 52 week low. Currently holding 7% in my holding.
You can increase the allocation of 10 to 20% for long-term investment only
DeleteMam had you ever track - innovators facade systems limited ?
ReplyDeleteWhat if margins expand in this co. Can it be a big game changer ?
Sorry not tracking it
DeleteDear Ma'am. .adf food has diclosed closure of buy back to BSE...as they have completed 30 cr buy back...
ReplyDeleteCan we expect anymovement
Upwards?
It will move up with further improvement in results in coming quarters
DeleteHi madam.. Can you please tell us why shree pushkar struk around 200rs...they are expanding there capaciyu continuously yeae to year from last 2 years. Is it has any impact of crud oil price rise.. Or any other info.. Thank you
ReplyDeleteIt is because issuance of preferential share @ 208 to the promoter to raise the fund for expansion
DeleteMadam, Can we buy Asian Granito & Rain industries cmp? if not, what's the buying range and expected return next 4 to 5 years?
ReplyDeleteYes you can buy Asian Granito on further correction around 200 and rain industry near 120
DeleteHi mam,
ReplyDeleteCan we buy Ganesh housing,Tpl plastic, sintex, kesoram at current price
Yes you can buy the stock at CMP for long-term investment
DeleteHi Dollyji
ReplyDeleteHave you looked at the hospital sector for investment? Does Shalby look like an interesting prospect if so?
Sorry not tracking it, we’ll see if any good stock available in buying range in coming month from this sector .
DeleteVirinchi ltd is very good in hospital sector and it also has IT business
DeleteTPL Plastic is not showing any strength. Should we buy in staggered manner? It has come down heavily.
ReplyDeleteMid and small cap is not performing since last 8 months. Is it looking like correction or something drastic happening?
I have also kesoram 20% avg price 118. should I increase further?
Stock price fluctuation is high because of low equity base and bridge India fund sold some shares. You can continue to hold as it is and increase your allocation up to 20% for long-term investment
DeleteMam,
ReplyDeleteIs anything from Tiles industry like Kajaria, Asian Granito, Somany, OrienBell worth buying now for long term ? Your advice will be of immense help. Thanks in advance.
Asian Granito is good long-term investment option in this sector near 200. Not tracking other stocks
Deletehttps://m.imdb.com/list/ls076122542/
ReplyDeleteHi all these are list of the best movies on stocks internationally. You can download from Telegram app or You Tube or other sources. Try to start with THE BIG SHOT (2015).
This will keep us motivated visually/ mentally and rest of the work khannan ji are already doing.
Guys market may be very volatile till election results. We have to accept this situation. Personally my portfolio is down by 50% as my major share was in kesoram omkar + lasa, sintex, Ganesh housing, nitin spinners and exactly they fell the most and are given higher allocation. Though I have all recommends stocks. But im 100% confident they will bounce back sharply..
😀
Except omkar+lasa am also holding all other scrips,but am not confident in kesoram all other stocks will bounce back along with mkt,sure
DeleteHi Vineeth,
DeleteThanks for sharing the list of movies, will start with the big shot. Your posts are always compelling. Keep sharing!!
Credit goes to khanna ji that they started this blog ..tought us to be patient and control emotions in every climate of market..2013 to 2017 was bull market then now its down..every time on any question asked by members they have replied for entering any stock at least pissible price. So that there is limited downside. Imagine every one is patient not selling any stock infact adding in down.. all this we learned in blog. Otherwise many would buy high and sell lows and blame the markets..
DeleteDear Maam,
ReplyDeleteABFRL has posted good results Q1. What kind of potential do you see if one holds long term for 5 to 7 years. Is it worth holding for 5 to 7 years or even longer.
We expect good growth in long-term. Need to follow investment strategy in case of any doubt
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Is it the time to buy Nitin spinner ?
ReplyDeleteIt is the right time to buy if you can hold it for long term only
DeleteInsecticide India is falling continuously since 4 produt ban news...what's impact on financial due to product ban ?
ReplyDeleteThis year there will not be any impact because company will able to add new product to fulfil 10 to 15% loss from the ban
DeleteDear Mam,
ReplyDeleteआज तो रूह कांप गयी। What is your take on what happened in market today? Do you see any liquidity crunch with NBFC's?
What is your opinion on Yes bank and L&T finance holding?
Thank you.
Market is providing good opportunity to buy the stocks at lower level, need to hold all positions for long term. There is no liquidity crunch in the market
DeleteUS-China trade war: India's cotton exports to China may see a fivefold jump
ReplyDeleteUpdated: Sep 22 2018 02:44 AM | Written by FE Bureau
Yes some of the sector are having positive impact for Indian companies
DeleteDear mam,
ReplyDeleteHSIL corrected more recently, is it right time to buy for long term. What about fundamentals, any reason for severe correction. Thanks in advance
There is no change in fundamental but most of the other stocks are also correcting severely
Delete
ReplyDeleteWarren Buffett on yesterday's situations in Indian Market:
Read this as many times as you can. It’s one of his favourite advise.
"We will be buying businesses - or small parts of businesses, called stocks - year in, year out as long as I live…Given these intentions, declining prices for businesses benefit us, and rising prices hurt us. The most common cause of low prices is pessimism - some times pervasive, sometimes specific to a company or industry. We want to do business in such an environment, not because we like pessimism but because we like the prices it produces. It's optimism that is the enemy of the rational buyer."
Madam, Yes bank corrected heavily due to no extension for CEO & 38 crore GST fine? if you are tracking let me know buying range?
ReplyDeleteSorry not tracking Yes Bank
DeleteDear Ma'am, you have not given any short term target for GP Petroleums. What is the reason for the same?
ReplyDeleteIf new products are already introduced and company is marketing heavily wouldn't it start reflecting in the financials within 2 or 3 quarters?
Please correct my understanding and also give your valuable inputs.
Short-term investment is also for one year but in case GP Petroleum, company is expanding its customer base, product portfolio so lot of product promotions, discounts are offered. It will reflect in topline but bottom line will remain under pressure due to this reason no short-term target is given
Deletemam can we buy dhfl as it is now looking attractive ??
ReplyDeleteSorry not tracking it
DeleteDear Mam,
ReplyDeleteI have still not bought tpl plast and bharat gears..now i have arrangement of funds..so what do you suggest shall i buy both 10% each on monday or shall i invest gradually small qty on every 5 or 10 rs fall..I am confused shall i buy all at this price or gradually?
Also Do you track zf stearing and Sundaram brake?
Can we look to buy now?
Please update.
Thanks
Rajesh
Nobody knows the bottom market and this is the root cause of confusion. You may find another 20% price movement on either side on next Monday and there is no end.
DeleteIf you are confident in the business of company than yo can start buying from suggested price and hold for long term
Not tracking other stocks
Maam Your views on HUDCO
ReplyDeleteSorry not tracking it
DeleteDear Madam, U have suggested earlier that private Bank will do better...is it the right time to enter Yes Bank.
ReplyDeleteWr
Sorry not tracking Yes Bank
DeleteMam....please give ur suggestion....on Sanwaria consumers .......for long term basis.......
ReplyDeleteSorry not tracking it
DeleteRequest your views on meghmani organics
ReplyDeleteIt is good stock you can continue to hold it but not advisable to buy at CMP
DeleteAlso is future consumer a good buy at rs.45
ReplyDeleteStill it is not advisable to buy at CMP
DeleteHi Maám, I am holding most of your stocks with confidence. I am also holding DHFL and was shocked to see what has happened on Friday. Very worried about the same;will it be back to normal? Should I add more.
ReplyDeleteSooner or later all stocks will recover, need to hold with patience for long term . Not tracking DHFL
DeleteDear Maam
ReplyDeleteForce Motors has come down from 4000 to 2000 Is it a good buy for a holding period of 2 years?
Thanking you in advance for your expert advice
Sorry not tracking it
DeleteHello mam, is it advisable to buy GAEL cmp 216? Thanks mam.
ReplyDeleteSorry not tracking it
DeleteHi Mam: is this the start of bearish market or market collapse? Or Is indian economy poised for strong growth over net 2-yrs?
ReplyDeleteAlso, I think DHFL issue was blown out of proportion and 300 crores selling of commercial papers shouldn't have led to such panic. What's your views mam?
Above all condition mentioned by you related to market are true because both rise and fall integral aspect of market.
DeleteSorry not tracking DHFL
Hi Mam, is it right time to buy RSWM ?
ReplyDeleteYes you can buy in small quantities on further correction
DeleteMadam, Is it good to invest on these stocks..Need your advice Srikalahasthi Pipes CMP@189, LT foods CMP@44,RSWM CMP@218? if not, Pls let us know buying range?
ReplyDeleteYes you can start buying above stocks in small quantities on further correction
DeleteKCP down to ₹85 .. approx 30% down from suggested price. Hold or switch ? Please suggest
ReplyDeleteNeed to follow investment strategy in case of any doubt
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Thanks for advice. It's my second after Surana solar . Have a great day
DeleteNo issue, it is applicable on all stocks
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Dear Ma'am, Is orient Electric the market leader in Fans?
ReplyDeleteAlso, they seem to be having very less debt.
What potential does it hold over the next 5 years.
Yes you can continue to hold it for decent return and long-term
DeleteGanesh housing down above 40%?can i invest @ current level
ReplyDeleteNo change in previous view for Ganesh housing. Need to follow investment strategy in case of any doubt
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Blog Readers,
ReplyDeleteThose not worried by - 30% below recommended price...and having patience and temperament, here is a GREAT BUYING OPPORTUNITY below the Blog recommended price.
Kesoram: - 55%
Ganesh Housing: - 46%
Sintex Plastics: - 46%
Jubilant Ind: - 30%
Nitin Spinner: - 26%
Gati: -25%
TPL Plastech: - 20%
KCP: -20%
Pennar: - 12%
Bharat Gears: - 8%
GP Petro: - 2%
Sir, Ma'm
For other stocks below at what price should we get into these stocks for a 300% expectation in 3+ yrs. This is the CMP
Asian Granito 205
Nandan Denim: 75
Srikalahasthi Pipes 180
LT foods 42
RSWM: 217
Selan Exploration: 230
Thanks very much
Krish
Krish, Any idea what's the buying range?
DeleteAsian Granito
Nandan Denim
Srikalahasthi Pipes
LT foods
RSWM:
Selan Exploration
All above-mentioned stocks can be bought at CMP for long-term investment.
DeleteNeed to follow investment strategy in case of any doubt
https://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Mam when is ur next posting...
ReplyDelete2019 likely
DeleteYes it will be in 2019 from January to March
Deleteres madamji ur view regarding donear ind is it again a grt buy range or not at cmp
ReplyDeleteStill it is not advisable to buy at CMP
DeleteNeed to follow investment strategy in case of any doubt
https://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Also Sir, Ma'm, how are these prices ? what is good range to buy if at all... Thank you
ReplyDeleteMuthoot: CMP 920
Associated Alcohol: CMP 285
Radio Khaitan: CMP 370
Butterfly Gandhimathi: CMP 275
You can start buying in small quantities on further correction 20 to 25% from CMP
DeleteThis market giving us good lesson, at point of time we should maintain cash reserve at least 15-20% of our portfolio otherwise we will not be able to buy stock even though the market give good buying opportunity.
ReplyDeleteFor long-term investor keeping 20% cash is not advisable, you can keep around 10% cash for such opportunities
DeleteHello mam pls quote some motivational msgs to overcome the present bad situation in our mkt
ReplyDeleteJust keep smiling if you find the market indexes are in deep red,, you will find that you are always happy. Real motivation and inspiration comes from within
DeleteHi,
ReplyDeleteCan we invest in Butterfly Gandhimathi Appliances at CMP?
Thanks,
Gaurav
Still it is not advisable to buy at CMP
DeleteWarren Buffett/ Charlie Munger gem:
ReplyDelete“This is the 3rd time we have seen our holdings lose 50% of value. It’s in the nature of long term share holding that our value could go down by say 50% and be back up again. IF YOU ARE NOT WILLING TO REACT WITH EQUANIMITY TO SUCH MARKET PRICE DECLINES A FEW TIMES IN YOUR LIFE, YOU ARE NOT FIT TO BE A COMMON SHARE HOLDER OF STOCKS…AND YOU SHOULD ACCEPT THE AVERAGE RETURNS FROM INVESTING IN AN INDEX MUTUAL FUND”
Dear Ma'am, Just reconfirming that we can buy Srikalahathi at 183 and Asian Granito around 203.
ReplyDeleteAlso if you confirm at what level can one Buy NOCIL?
Yes, you can start buying both stocks in small quantities from CMP for long-term investment with expected return around 10 to 15% per year
DeleteHi madam...shree pushkar dod not announce any dividend for the current financial year.. Can you please comment.. Also you replied saying because of preferential allotmenr of shares at 208 rs share price was struc .. Can you please let us know when can we expect some momentum in share price.. Any more information is helpful .. Thank you
ReplyDeleteWe have seen good market correction in last few weeks. It will also start moving along with market. We can also expect good results in Q2
DeleteSir still how much time it may take for Alkali metals to get international approvals. Its also running at utilization levels of 18 %.
ReplyDeleteDear Mam
ReplyDeletePlease provide your view on Maharashtra seamless for next 1 year
Mrs.Dollyji,namaskar.Can you please advise me whether these stocks can be bought .If so,what should be the entry point?. Sheela foam,Advance enzymes,Sun TV,LT foods,Nocil.
ReplyDeleteDear Ma'am, Can you please give your views on Apar Industries.
ReplyDelete