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.
Monday, September 3, 2018
Happy Krishna Janmashtami
Dear Readers,
May God bless you a very prosperous life and your all dreams come true
Wishing You Very Happy Krishna Janmashtami
Update on Next Stock
It will be posted on 07 September 2018 (Friday after market hours).
I read a report on Edelweiss which said Deepak Nitrite has also undertaken Brown Field project to increase existing capacity and same would reflect in Q3 or Q4 performance.
Also once the Phenol and Acetone production is stabilised it plans to venture in Down Stream Products by 2020 or 2021.
All these developements suggest that company is going for total growth and as a stock it has potential to become a true multibagger in next 3 or 4 years.
Happy Janmashtami. As per Peter Lynch, there are 6 types of companies - Slow growers, Fast growers, Stalwarts, Cyclicals, Asset plays and Turnarounds. Next stock will be from which catagory?
We have had many Turnaround, Cyclical stocks. Can we have Stalwarts and Fast growers with good earnings growth (25-30% CAGR) in upcoming posts? If a stock grows at 25% CAGR, it doubles in 3 years, becomes 300% in 5 years and goes 1000% (10 times) in 10 years.
Dear Mam May the lord shower his entire benediction over you and your family. Have a happy and blessed Janmashtami! What are the future prospects of SPTL?
Mam, there is a news that Surana Promoter had bought 34 lakhs shares last week from open market. I am comfortable holding Surana till 2022. Do you feel it will move up by 2022 and achieve our target by 2022
Definitely it will move up if there is change in solar policy favouring local manufacturer. we did not find any major change in policy due to this reason we have gone for swap iwith orient paper.
Sir / mam and blog members..wish u all a very happy janmashtami.. I have a good news which i want to share. My wife gave birth to baby boy on day of rakhi and today on janmashtami we give him name as GUNAV ANCHALIA which means good nature & character. With inspiration from mr. & mrs Khanna our guru..hope he will also serve people.
Hope no one replies on this. Thnx a lot for blessings to one and all.
Dear Madam, Same to you. Could you please share the sector which you have shortlisted from. Also is it possible for you to share the list of stocks shortlisted, please let us know. Regards, KK
Actually some stocks are shortlisted from 4 different sector and it will be finalised based on last day closing price. If any stock will move up more than 10% in last few days then it will not be posted on the blog.
Madam I checked the financials of marksans pharma it is good. Also the pharma index did not participate in the rally and all pharma stock started moving from last 1 month. Can you give your suggestion on marksans pharma
Madam ji ! Good afternoon . Today once again Midcaps and small caps gone down heavily , if you can share your points of view or reasons for today's bad sentiment will be calming , I just couldn't find the reasons. Thanks in anticipation.
Yes we have seen market correction from last few days and it is due to some profit booking by short term investors. Market will trade in range bound and it will stabilise within next few days
Dear Mam, Many mid & small cap stocks corrected heavily. Pls suggest if stocks like avanti feed, maithan alloy, waterbase & rain industries are in the buying range
I am following your blog since beginning. I have a very big % of my portfolio on "Insecticides India". I have seen the levels of 900+ Rs on this script at peak. But unfortunately this beaten up, from those levels 613 today. I know many mid/small cap stocks are facing the same issue. Also Q1 and Q2 are the best quarters for this script as I understand. But After Q1 also, the stock didn't stop its downfall. Do you have any view of how the Q2 is going to be?
Also, In this context, I wanted to re-validate with you on any changes in the fundamentals or future potential of this stock. Can I hold this stock with full confidence for another 2 to 3 years. or do you suggest to switch to any of your new upcoming recommendations. Looking forward for your valuable suggestion.
All major pesticide stocks are haveing good correction in recent past due to ban on some pesticide by Supreme Court. These chemicals will gradually phase out from the market till 2020 but the production of these chemical will get stopped from December 2018. Q2 result for these companies will be good you can book some profit during quarter 2 results and keep the remaining share for long-term
Hi Ma'am, Kindly share your views on Amarjothi Spinning mills and the future outlook of textile industry. This stock forms 5% of my portfolio at 152/. Appreciate your guidance.
I read a report by Edelweiss which said Deepak Nitrite has also undertaken Brown Field project to increase existing capacity and same would reflect in Q3 or Q4 performance.
Also once the Phenol and Acetone production is stabilised it plans to venture in Down Stream Products by 2020 or 2021.
All these developements suggest that company is going for total growth and as a stock it has potential to become a true multibagger in next 3 or 4 years.
Yes, we can expect start of major growth phase from next quarter Q3 and it will continue for several years. It has enough potential to multiply your investment in next 4 - 5 years so you can continue to hold it with patience for long-term.
Respected madam and sir, I Learn a lot from you. You are my teacher and I want next stock from you as a guru dakshina. Which can become a memories through out life. Godrej agrovet trading around 550, one can buy or wait? Thanks a lot on occasion of teachers day.
Dear Mam, Pennar industries I am holding since your suggestion..but recently it is going down..any thing changed? Or is it still good to hold..price is about the same as suggested price
Dear madam, I had already invested in sintex plastics @62rs 20% of my portfolio, since d price has dropped too much can i invest another 5% to average?
Good day mam, Ultratech is going to takover the Cement business of Century textiles. Is there any possibility of it taking over Cement business of Kesoram too? If yes, then what could be the effect of it on the overall business of Kesoram, as Cement is the strong arm for Kesoram.
Dear Mam I wish to share my reading of present market scenario for my learning and education:
Rupee is falling continously and touched new lows, contrary to traditional view, I think rupee fall is good for indian economy: 1) It will make chinese import uncompetitive and result in domestic manufacturing growth 2) Early adoption of electric vehicle technology. 3) Slowly but surely with falling rupee, oil demand will reduce but domestic manufacturing growth will stay. 4) IT, pharma, textile will grow.
The only negative is the crude price which is a temporary situtation.
I wish to know your view if my reading on the import getting replaced by domestic products due to falling rupee is correct.
It is ban on polyethylene carry bags but use of engineering plastic will increase, in future everything will be made of sophisticated engineering plastic which is having better mechanical and chemical properties than any other metals
There is no impact of resignation by CFO/ auditor or change in any board of director on the future of the company. This company is asset and product-based company so there will not be any impact of such events
Dear Mam, thank you for your kind wish . Please accept our wishes too.
I missed to buy Sintex and Nitin when you suggested due to shortage of fund. Now i am in a position to buy those... in between correction happened and both the stocks now have cmp much lower than your suggested price.
Considering the new strategy suggested by you , can I purchase these stocks now ? Regards
Mam, as per the support from govt.policy and environmental concern, EVs and Li ion battery are getting huge push and has bright future. Do you suggest any stock related to this field for great return in future? thank you
All current battery manufacturers are developing the Li-ion battery for electric vehicles even Tata motors and Mahindra also invested heavily on this project
Happy KRISHNA jayanth to all of you
ReplyDeleteHappy Krishna Janmashtami to you madam, next suggestion is on my birthday..feeling excited
ReplyDeleteHappy janmastomi to u n ur family members.
ReplyDeleteDear Mam & Blog members,
ReplyDeleteWish you all a happy Krishna Janmashtami. Be blessed.
Happy Janamashtami to you and all members of the family.
ReplyDeleteWish you the same and expecting eagerly the next stock to be posted on 07/09/2018 (much earlier than previously mentioned time schedule).
ReplyDeleteSome of the good stocks started moving up slowly in last one month so we want to cover before it go out of our buying range
DeleteDear Ma'am,
DeleteI read a report on Edelweiss which said Deepak Nitrite has also undertaken Brown Field project to increase existing capacity and same would reflect in Q3 or Q4 performance.
Also once the Phenol and Acetone production is stabilised it plans to venture in Down Stream Products by 2020 or 2021.
All these developements suggest that company is going for total growth and as a stock it has potential to become a true multibagger in next 3 or 4 years.
thank you so much for your love and care for us ma'am....happy janmashtami to you too, may God give your family all the happiness and prosperity :)
ReplyDeleteWishing YOu and all other blog members a very happy Janastami.
ReplyDeleteWishing You Very Happy Krishna Janmashtami.........
ReplyDeleteThanks for your wishes Madam. We also wish very very Happy Janmastmi to you and all your family members. May Sri Krishna fulfill all your wishes.
ReplyDeleteDolly Mam,
ReplyDeleteWishing you and your family Happy Janmashtami. May you all be blessed with good health and all your dreams come true. God bless.
Thank u and wishing u and ur family happy janmashtami
ReplyDeleteHappy Janmashtamito everyone.
ReplyDeleteWishing same to you & your family madam!
ReplyDeleteThank you, wish you the same
ReplyDeleteDear Mam,
ReplyDeleteHappy Janmashtami. As per Peter Lynch, there are 6 types of companies - Slow growers, Fast growers, Stalwarts, Cyclicals, Asset plays and Turnarounds. Next stock will be from which catagory?
We have had many Turnaround, Cyclical stocks. Can we have Stalwarts and Fast growers with good earnings growth (25-30% CAGR) in upcoming posts? If a stock grows at 25% CAGR, it doubles in 3 years, becomes 300% in 5 years and goes 1000% (10 times) in 10 years.
Yes I hope it will meet your above criteria of fast growers
DeleteDear madam and bloggers happy janma atani to everybody.
ReplyDelete*Happy Janmashtami!* _May Krishna fill your lives with joy, love and peace!_ 🙏
ReplyDeleteDear Mam
ReplyDeleteMay the lord shower his entire benediction over you and your family. Have a happy and blessed Janmashtami!
What are the future prospects of SPTL?
Future prospectus of SPTL is very bright, you can continue to hold it for long term
DeleteWishing you and your family a very happy janmashtami
ReplyDeleteMam, there is a news that Surana Promoter had bought 34 lakhs shares last week from open market. I am comfortable holding Surana till 2022. Do you feel it will move up by 2022 and achieve our target by 2022
ReplyDeleteDefinitely it will move up if there is change in solar policy favouring local manufacturer. we did not find any major change in policy due to this reason we have gone for swap iwith orient paper.
DeleteDear Madam and Blog Friends,
ReplyDeleteWish All you a Very Happy Janmashta
mi.
Sir / mam and blog members..wish u all a very happy janmashtami.. I have a good news which i want to share. My wife gave birth to baby boy on day of rakhi and today on janmashtami we give him name as GUNAV ANCHALIA which means good nature & character. With inspiration from mr. & mrs Khanna our guru..hope he will also serve people.
ReplyDeleteHope no one replies on this. Thnx a lot for blessings to one and all.
Congratulation
DeleteOur best wishes & love for Gunav
Congratulations Vineeth ! Warmest loving wishes to little Gunav Anchalia!! Wonderful name !
Deletecongratulations Mr. Vineeth :)
DeleteCongratulations. Enjoy the life
DeleteCongratulations!
DeleteHappy Janmashtami to mam and all blog readers...
ReplyDeleteMam whether this is a right time to increasing my allocation
ReplyDeleteof KCP,SPTL,nitin Spinners and Pennar ind
Still it is good time to add at cmp, best time was in the middle of July 2018
DeleteDear Madam,
ReplyDeleteSame to you. Could you please share the sector which you have shortlisted from.
Also is it possible for you to share the list of stocks shortlisted, please let us know.
Regards,
KK
Actually some stocks are shortlisted from 4 different sector and it will be finalised based on last day closing price. If any stock will move up more than 10% in last few days then it will not be posted on the blog.
DeleteA very Happy Janmashtami to you, your family and all the blog members. May we all have good health, wealth and happiness. Thanks & Regards.
ReplyDeleteWish you happy Shri Krishna Janmashtami to you and your family madam
ReplyDeleteMam any scrip from pharma sector u r thinking to recommend
ReplyDeletesome stocks I am tracking from Pharma sector ,We may cover it in future
DeleteWishing you and your family happy Janmashtami
ReplyDeleteHappy Janmastmi to you and all blog members out here!!
ReplyDeleteHappy Janmastmi to dear Ma'am and blog members
ReplyDeleteDear Madam and Sir ,
ReplyDeletewish you a happy Janmasthami !
May Lord Krishna bestow you and all our members with his blessings and love. Thks
Dear Madam
ReplyDeleteTPL PlastTech is trading at very low volumes.
What could be the possible reason behind that?
It is due to very small equity base and higher promoter holding at maximum 75%. Very few sellers at lower level
DeleteMadam
ReplyDeleteI checked the financials of marksans pharma it is good. Also the pharma index did not participate in the rally and all pharma stock started moving from last 1 month. Can you give your suggestion on marksans pharma
Sorry not tracking it
DeleteMadam ji ! Good afternoon . Today once again Midcaps and small caps gone down heavily , if you can share your points of view or reasons for today's bad sentiment will be calming , I just couldn't find the reasons.
ReplyDeleteThanks in anticipation.
Yes we have seen market correction from last few days and it is due to some profit booking by short term investors. Market will trade in range bound and it will stabilise within next few days
DeleteThank You Madam ji !
DeleteDear Mam, Many mid & small cap stocks corrected heavily. Pls suggest if stocks like avanti feed, maithan alloy, waterbase & rain industries are in the buying range
ReplyDeleteAll above-mentioned stocks are very good for long term investment, you can continue to hold these stocks but not advisable to buy at CMP
DeleteDear Mam, pls suggest the buying range of these stocks
DeleteIt is not advisable to buy at CMP because these stocks are far away from our buying range
DeleteHello Mam,
ReplyDeleteI am following your blog since beginning. I have a very big % of my portfolio on "Insecticides India". I have seen the levels of 900+ Rs on this script at peak. But unfortunately this beaten up, from those levels 613 today. I know many mid/small cap stocks are facing the same issue. Also Q1 and Q2 are the best quarters for this script as I understand. But After Q1 also, the stock didn't stop its downfall. Do you have any view of how the Q2 is going to be?
Also, In this context, I wanted to re-validate with you on any changes in the fundamentals or future potential of this stock. Can I hold this stock with full confidence for another 2 to 3 years. or do you suggest to switch to any of your new upcoming recommendations. Looking forward for your valuable suggestion.
Regards,
All major pesticide stocks are haveing good correction in recent past due to ban on some pesticide by Supreme Court. These chemicals will gradually phase out from the market till 2020 but the production of these chemical will get stopped from December 2018. Q2 result for these companies will be good you can book some profit during quarter 2 results and keep the remaining share for long-term
DeleteDear mam,
ReplyDeleteGodrej agrpvet is tradinn around 550. Is it right price to enter. Thanks in advance.
It is good stock for long-term investment and you can buy it on further corrections below 500
DeleteHi Ma'am,
ReplyDeleteKindly share your views on Amarjothi Spinning mills and the future outlook of textile industry. This stock forms 5% of my portfolio at 152/. Appreciate your guidance.
Thanks in advance
-Srinivas Murthy G
It is good stock for long-term investment and you can continue to hold as it is
DeleteDear Ma'am,
ReplyDeleteI read a report by Edelweiss which said Deepak Nitrite has also undertaken Brown Field project to increase existing capacity and same would reflect in Q3 or Q4 performance.
Also once the Phenol and Acetone production is stabilised it plans to venture in Down Stream Products by 2020 or 2021.
All these developements suggest that company is going for total growth and as a stock it has potential to become a true multibagger in next 3 or 4 years.
Yes, we can expect start of major growth phase from next quarter Q3 and it will continue for several years. It has enough potential to multiply your investment in next 4 - 5 years so you can continue to hold it with patience for long-term.
DeleteChemfab alkalies corrected . Whether its still a buy
ReplyDeleteIt is not advisable to buy at CMP. Need to follow investment strategy
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Mam'
ReplyDeleteAlkali metal is not performing since long. Should i hold it or switch to another stock?
In any case after a three-years continue to hold free of cost share and reinvestment of your principal amount as mentioned in our investment strategy
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Hi sir/ mam, I have sent a mail can u please check and revert.
ReplyDeleteSure I will reply it during weekend
DeleteHi,
ReplyDeletecan we buy Wonderla and srikalahasthi at current prices?
Thanks
Both are good stock and you can buy in case of further correction around 15 - 20% with expected return around 15% per year
DeleteMadam
ReplyDeleteHappy teachers day.
We learn lot from you
Thanks
Ganesan
Can we buy bel Bharat electronics at cmp?
ReplyDeleteSorry not tracking any of the above mentioned stocks
DeleteMay God bless you today and always. Many thanks for your guidance mam
ReplyDeleteDear Mam,A very happy teachers day to worlds best teacher.Thanks for being an inspiration and guide in our journey.
ReplyDeleteRespected madam and sir, I Learn a lot from you. You are my teacher and I want next stock from you as a guru dakshina. Which can become a memories through out life. Godrej agrovet trading around 550, one can buy or wait? Thanks a lot on occasion of teachers day.
ReplyDeleteYou can wait for some more correction and try to buy below 500
DeleteDear Madam, Ur view on Rel Capital / RNAM / AB Capital & SunTV. Pls do suggest whether can buy at CMP.
ReplyDeleteWr
Aditya Birla capital is good stock for long-term investment only with expected return around 15% per year
DeleteNot tracking other stocks
Hello Mam,
ReplyDeleteI have sent an email to you, would humbly request if you could go through and advise on the same. Thanks mam.
I will try to reply it during weekend
DeleteDear Mam,
ReplyDeletePennar industries I am holding since your suggestion..but recently it is going down..any thing changed? Or is it still good to hold..price is about the same as suggested price
There is no change in any fundamental but most of the small & mid cap stocks corrected in last few days
DeleteHi Mam,is IG petro good stock to enter @470-480 range?
ReplyDeleteStill you can wait for more correction 15 to 20%
DeleteHappy Teachers Day mam. You are one of the finest teacher in my journey of life. Thanks for making me financially literate.I owe lot to you.
ReplyDeletema'am do I add TPL or buy next stock
ReplyDeleteYou can buy any of these stocks within 10% from suggested price
DeleteGreetings Madam,
ReplyDeleteHappy Teacher's day, pranams to you, my guide in investing and more.
Thanks and Regards,
D. Viswambharan
Dear madam, with rise in rupee will favour nitin spinners?
ReplyDeleteYes it is beneficial for all export oriented companies
DeleteDear madam, I had already invested in sintex plastics @62rs 20% of my portfolio, since d price has dropped too much can i invest another 5% to average?
ReplyDeleteYou can continue to hold SPTL as it is and invest in next stock
DeleteGood day mam,
ReplyDeleteUltratech is going to takover the Cement business of Century textiles. Is there any possibility of it taking over Cement business of Kesoram too? If yes, then what could be the effect of it on the overall business of Kesoram, as Cement is the strong arm for Kesoram.
Still there is no any announcement by management on such merger. We will think on it once any positive update received
DeleteSat-Sat naman to my financial teacher.
ReplyDeleteDear mam,
ReplyDeleteYour views on textile industries?
When it start performing?
Already textile industry is started showing some improvement we can expect better results in coming quarters
DeleteHi mam,pennar industries whether there is any chance to move up before merging process??? Mam any progress in Kesoram Ind
ReplyDeleteDefinitely both stocks will give good returns in next 3-4 years. We cannot predict price movement on monthly basis
DeleteIs it advisable to buy idea cellular limited at cmp as there are plans for merger with Vodafone
ReplyDeleteSorry not tracking it
DeleteHi,
ReplyDeleteCan we buy LT Foods at CMP?
Thanks.
You can buy it on further corrections below 50 with expected return around 15% per year
DeleteDear Mam
ReplyDeleteI wish to share my reading of present market scenario for my learning and education:
Rupee is falling continously and touched new lows, contrary to traditional view, I think rupee fall is good for indian economy:
1) It will make chinese import uncompetitive and result in domestic manufacturing growth
2) Early adoption of electric vehicle technology.
3) Slowly but surely with falling rupee, oil demand will reduce but domestic manufacturing growth will stay.
4) IT, pharma, textile will grow.
The only negative is the crude price which is a temporary situtation.
I wish to know your view if my reading on the import getting replaced by domestic products due to falling rupee is correct.
Best Regards
Ajay
First of all need to understand that it is not only rupee falling but all currencies of the world are depreciating against the dollar
DeleteIt is good for all export-oriented companies which are getting major portion of their sales revenue from abroad in dollars
Mam, Do the ban of plastics by 2022 as per PM have any effect on SPTL & TPL
ReplyDeleteIt is ban on polyethylene carry bags but use of engineering plastic will increase, in future everything will be made of sophisticated engineering plastic which is having better mechanical and chemical properties than any other metals
Deletedear Ma'am I request you for a detailed update on Kesoram's future, recent changes in board members and its implications.
ReplyDeleteThere is no impact of resignation by CFO/ auditor or change in any board of director on the future of the company. This company is asset and product-based company so there will not be any impact of such events
Deletethanks a lot ma'am.
DeleteMadam ur view on yuken india at cmp??
ReplyDeleteSorry not tracking it
DeleteMam your views on sarda energy, Jindal steel and fairchem specialty
ReplyDeleteSorry not tracking any of the above mentioned stocks
DeleteDear Mam, thank you for your kind wish . Please accept our wishes too.
ReplyDeleteI missed to buy Sintex and Nitin when you suggested due to shortage of fund. Now i am in a position to buy those... in between correction happened and both the stocks now have cmp much lower than your suggested price.
Considering the new strategy suggested by you , can I purchase these stocks now ? Regards
Yes you can buy both stock for long-term investment at CMP
DeleteCan u suggest about greaves cotton ltd.
ReplyDeleteSorry not tracking it
DeleteMam, as per the support from govt.policy and environmental concern, EVs and Li ion battery are getting huge push and has bright future. Do you suggest any stock related to this field for great return in future? thank you
ReplyDeleteAll current battery manufacturers are developing the Li-ion battery for electric vehicles even Tata motors and Mahindra also invested heavily on this project
DeleteIs it just me or is the new recommendation not up yet? I wonder if there is an error on my web page
ReplyDeleteYes, there was some issue in loading photographs on the blog due to this reason I have posted it in morning time
DeleteThanks Ma’m. Thank you for the new recommendation
DeleteHi Mam,any short to medium stock recommendation
ReplyDelete