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.
Happy new year 2019 to you n your family members. Awaiting your updation of blog suggested stocks provided in 2019. Hold or Buy at remark column gives us hope, confidence n peace of mind.
Wish you and your family a very happy and prosperous New Year! God bless you with all the happiness and good health in this year. �������� HAPPY NEW YEAR 2K19��!!
MY life means a lot to me, Not because I love my life, but because I Love the people in my life. Before 2018 ends let me thank all good people like you who made 2018 really memorable & beautiful for me. I pray that you all be blessed with happiness, prosperity, good health, fortune and a fruitful 2019, full of achievements & fulfilment of your dreams and a Grant that we bring no tear to any eye. A Happy New Year to all !
May this year bring new happiness, new goals, new achievements and a lot of new inspirations on your life. Wishing you a year fully loaded with happiness.
Dear Sir/Madam and all the blog family, I wish you a Very Happy New Year 2019. May this New Year bring in lots of happiness, peace, cheer and prosperity to you and your family. Wish you a great and wonderful New Year. Warm regards .... Ramachandra
Most of the plastic moulding stocks are in the same situation, it is very good opportunity for long-term investment. Definitely market is going to improve in coming quarters, you can continue to hold it or add more on further correction.
Wish khanna ji & family and all members wish u a very happy new year. Sir is asian granito a good buy even after the news on arrest and bail of promotor. Will it affect its future prospects ?
Company has already given update on it and it will not have any permanent impact on company business or stock price. You can start adding in small quantities on every further correction
Hi madam, a small query....tpl plastech trade receivables and payables is continuously increasing...is there any specific reason it? do they have a plan to reduce it in coming months? Will this issue be a cause of concern? Thanx in advance...
It is continuous process, no company can brought it to zero during the year end for just showing it on balance sheet. In fact it is requirement of the business and you will find it in other moulding companies like supreme industry, Astral poly etc.
Yes you can start buying in small quantities and keep adding on every correction with expected return around 15% per year. The stocks are for long-term investment only
Dear Madam, Thank you so much for your excellent mentorship, guidance that you have given throughout the past years. May god bless you and your family with all good health, wealth and happiness. Wishing you a wonderful new year!
Definitely you should not invest in stock market because court case, public related disputes, lockout , bail, jail, income tax raids are very common for companies.
If you have less then five stocks in your portfolio then you can invest in TPL if you have more than five then increase the allocation and Deepak nitrate
Maam, on a portfolio size of 1.3cr,how many companys stock shall one hold? And how to determine which company should be allocated 10% and which one for 20%, pls advice
You can keep 8 to 12 stocks for above portfolio. It also depends whether it is your initial investment or you have expanded through profit. If you have booked profit in some stocks and holding free of cost share then definitely it will have lower percentage of the allocation.
Iam holding Sintex plastics and TPL plastech as suggested in our blog. Is the correction in these stocks due to general market correction or is there any ongoing issues in plastic sector? I have high conviction in these stocks but looking forward to your reply to calm my nerves ��
You are absolutely right there is market correction for every sector. But market correction was very severe on some sectors like plastic moulding, housing sector, steel sector & infra sector.
Sir can u add shreyas shipping to your WATCHLIST last month i asked for the same since then its 24% up And i also asked about linde india you replied as added to WATCHLIST anyhow its too high now.
TPL Plastech ROE and ROCE has been decreasing at a steady rate for last few years Any particular reason for this. Can I give 20% allocation at current market price
Good Morning Madamji ! Orient Electric today trading at 150 / should I continue to hold for some more years or can book out??This is only bright spot at the moment in my holdings and also few shares I added in Asian Granito at 159 for 3 years which is down from my purchase price hence I am asking you Ma'am!
Sintext plastic, Nitin, Kesoram, Ganesh housing, Deepak Nitret , orient Paper I do not watch daily as you advised have kept them for 3 years. Thank You for all your great advice, very calming. Good Day to all.
You can continue to hold Oriental electric and other stocks for next 2-3 years, All these stocks will give very good return in next few years and market will move up very strongly after general election
Thanks madam...Is there any good special situation opportunities available now like Demerger, Mergers/Takeover, etc ? Specifically 1)Thomascook demerger of quess Corp (2)KPIT merger & Demerger of Birla soft (3) Century textiles demerger of cement division ? Thanks madam...I really got the taste of demerger with the return of orient paper inds demerger...
There is no change in previous view for ABFRL, you can continue to hold it for long term. It is one of the few stocks which don’t have any impact of recent market correction
Most of the housing and NBFC stocks are trading at good valuations where you can start buying these stocks in small quantities and keep on adding further correction. Not tracking above stocks.
Sir i bought this stock at 72 after that it went to 67 levels also. I checked the cash flow statement and annual report..i found it as indias one of the top 5 stocks to invest ! Thanks for suggesting when it was in buying range. Im even more happy about the 25% non gold business. It seems to grow at a huge revenue generator in coming years.
Recent arrest of the promoter is temporary situation but business of this company is running as usual, you can start buying in small quantities for long-term investment with expected return around 15% per year
Don't ask madam to provide the performance chart of last two years blog suggested stock. For us she is providing the valuable time for free of cost. Please request you to give respect.
respected madamji , whats ur view regarding capital goods sectors , can you suggests any very gd stock which is value buy for long term at cmp ? is there are chances that capital goods secor could be the best perform sector.waiting
If you want to invest in capital goods sector then go with well established player like Larsen and Toubro , ABB , Siemens with expected return around 10 to 15% per year.
Hi Rajith ji..better to buy blog suggested stocks they are 100% safe than LEEL as promotor of leel have diverted huge money received from sale of lloyd AC to different companys which may be a matter of concern. Just my view thought to bring notice. U are in 30 odd % loss better book it and buy recently blog suggested stocks. They are trading at rock bottom valuation !!
Hi Madam, The initial portfolio size of 5 lakhs,how many stock shall one hold? And how i need to allocate the investment ratio for Long term plan. please advice mam
Hi maam, would like to thankyou once again for saving our hard earned capital of we small investors,i wanted to buy LEEL sometime ago but had read ur advice to someone on the forum that they sold of thier main business and would only get residual hence u adviced against it,at that time the price was around 230.investors like porinju has burnt thier hands on this counter.really appreciate your advice,thankyou maam.
Dear Sir, Ma'am - Are there mid-cap value stocks in the Consumption/ Consumer space? I just can't seem to find ones which are reasonably priced today. Are we late to this by 1.5 to 2 yrs now?
* Alcohol stocks (Associated Alcohol and Radico which were good buys 1.5-2 yrs back - need 25% correction) * Consumer Appliances (Butterfly, IFB Ind, etc - need to come down more?)
You are never late in the stock market, all above-mentioned stocks are having very good potential in consumer / consumption space because all these stocks are still coming under small cap category, you can start buying these stocks in small quantities and keep adding on further correction. These stocks have already corrected 20- 60% in last one year so it is already giving very good opportunity to add at CMP
Dear Madam, Seasonal Greetings! I have Dhampur sugars at ₹205. Am holding this for the last 1yr. Pls do suggest, in the current sugar trend, can I hold or exit at coat price. Wr
The complete small and MidCap segment will reverse it trend in next 2-3 quarters, so you can continue to hold all stocks in your portfolio and add more on further correction
You can start buying on further correction near 80 and keep adding on every further correction for long term investment only with expected return around 10-15% per year.
Ma'am, Currently Som Distilleries have 20% promoter holding, Radico Khaitan have 40% promoter holding, care rating have 0% holding. Even though these are good businesses, will there be any risk when we hold these businesses for longer term?
Yes small cap stocks from plastic moulding / packaging segment have corrected very severely. Stocks like Nilkamal, Time techno, Huhtamaki PPL, Sintex plastic are trading near 52 weeks low
Happy new year mam
ReplyDeleteWish you and ur family and all blog followers a happy and prosperous New year 2019.
ReplyDeleteHappy new year 2019 mam
ReplyDeleteDiscipline n Patience in 2018,will create wealth in 2019..Fingers crossed..
ReplyDeleteGreetings 2019 to Ma'am n all
Wish you happy very very happy and prosperous new year.
ReplyDeleteDeal Dolly mam and all friends
ReplyDeleteWish you all a happy and prosperous new year.
A very happy and prosperous New year to you and your family.
ReplyDeleteWish all a happy new year
ReplyDeleteHappy New Year to you, Madam.
ReplyDeleteMadam
ReplyDeleteHappy New year 2019.
May this year bring you good health , wealth and comfort
Thank you Mam. Wishing you and your family a very happy and prosperous New year. Wishing the same to all our blog friends as well ...
ReplyDeleteHappy new year to you and your family.
ReplyDeleteMay this 2019 brings more humanity and prosperity for you.
Happy new year 2019 to you n your family members. Awaiting your updation of blog suggested stocks provided in 2019. Hold or Buy at remark column gives us hope, confidence n peace of mind.
ReplyDeleteDear Mam and Blog members
ReplyDeleteWishing you and your family members a happy healthy and prosperous New Year....May all your wishes come true!!
Dear Madam & Blog Members, Wishing you & Ur family a Healthy & Peaceful 2019.
ReplyDeleteWr
happy new year.............
ReplyDeleteHappy New Year to you and family.
ReplyDeleteHappy New Year !!!
ReplyDeleteHappy New Year !!!
ReplyDeleteWish you and your family a very happy and prosperous New Year! God bless you with all the happiness and good health in this year. �������� HAPPY NEW YEAR 2K19��!!
ReplyDeleteThis comment has been removed by the author.
ReplyDeletehappy new year to you and your family members madam
ReplyDeleteThank you and Wishing you a Happy New Year !
ReplyDeleteThank you madam.we wish you and your family the same
ReplyDeleteHappy New year to you and your family. May God fulfill all your wish and keep you healthy.
ReplyDeleteMY life means a lot to me, Not because I love my life, but because I Love the people in my life. Before 2018 ends let me thank all good people like you who made 2018 really memorable & beautiful for me. I pray that you all be blessed with happiness, prosperity, good health, fortune and a fruitful 2019, full of achievements & fulfilment of your dreams and a Grant that we bring no tear to any eye. A Happy New Year to all !
ReplyDeleteMay this year bring new happiness, new goals, new achievements and a lot of new inspirations on your life. Wishing you a year fully loaded with happiness.
ReplyDeleteWish you a happy and prosperous New year mam
ReplyDeleteWish you a happy and prosperous New year mam
ReplyDeleteWishing you happy and prosperous new year dear dolly madam.........
ReplyDeleteHappy New Year 2019 Madam & All Blog Readers Hope the Coming Year gives us all Bumper Gains
ReplyDeleteDear Mam, Wish u and ur family a very happy , healthy new year.
ReplyDeleteWishing you a very happy new year madam
ReplyDeleteWish u happy new year madam..May god bless u with health & wealth..
ReplyDeleteHappy new year mam
ReplyDeleteHappy new year Mam
ReplyDeleteDear Mam,
ReplyDeleteWish u and your family a very happier and healthier 2019.
Thank you Mam, wishing you and yours family member also a Happy and prosperous New Year 2019.
ReplyDeleteDear Sir/Madam and all the blog family, I wish you a Very Happy New Year 2019. May this New Year bring in lots of happiness, peace, cheer and prosperity to you and your family. Wish you a great and wonderful New Year. Warm regards .... Ramachandra
ReplyDeleteHappy New year Mam.....
ReplyDeleteThank you Daolly Madam for the greetings Hi Friends, Let us hope , Pray and work for getting Happier, Healthier and, Wealthier in New Year 2019!
ReplyDeleteDear Mam
ReplyDeletewhen we can expect merger date announcement in pennar industries.
thanks and regards
It will take around 3 months to complete the merger process
DeleteMam can we consider buying VA Tech Wabag at CMP 260?
ReplyDeletemam requesting your views on this please, thanks!
Deleteसुख, स्वास्थ्य, शान्ति एवं समृध्दि की मंगलकामनाओं के साथ मेरी तरफ से आपको नववर्ष 2019 की हार्दिक शुभकामनाएं।
ReplyDeleteनव वर्ष आपके लिए सुखदायक, मंगलदायक तथा समृद्धि लेकर आए।
Thanks for your constant support and guidance.
Mam, Regarding Pennar It seems record date not announced yet. Pl advise .
Deepak
Still court approval is pending. Record date will be announced after completion all the approval from NCLT and stock exchanges.
DeleteYou can continue told as it is for long-term
TPL plastech is butchered, whats your view on that? A lifetime opportunity or more pain ahead?
ReplyDeleteMost of the plastic moulding stocks are in the same situation, it is very good opportunity for long-term investment. Definitely market is going to improve in coming quarters, you can continue to hold it or add more on further correction.
DeleteDear Sir/Madam and all the blog members, I wish you all Very Happy New Year filled with lots of good news and prosperity.
ReplyDeleteWish khanna ji & family and all members wish u a very happy new year.
ReplyDeleteSir is asian granito a good buy even after the news on arrest and bail of promotor. Will it affect its future prospects ?
Company has already given update on it and it will not have any permanent impact on company business or stock price. You can start adding in small quantities on every further correction
DeleteHappy New Year Mam !!! Wish you good health and happiness.
ReplyDeleteWishing you happy new year and great future ahead.
ReplyDeleteThank you Madam. Wishing you and your family a joyous, healthy and prosperous 2019!
ReplyDeleteThank you for your continued guidance in our wealth creation journey.
Thanks and Regards,
D. Viswambharan
Thanks a lot! May the almighty keep you with all your well wishers healthy, wealthy and peaceful throughout the year and years to come!!
ReplyDeleteCan we buy pennar industries at current price
ReplyDeleteYes you can start buying it from CMP in small quantities and keep heading on further correction
DeleteHello Mam,
ReplyDeleteHappy New Year.
Deepak Nitrite is currently in the recommended price around Rs 217. Is there any fundamental change ? Can I invest as I have not invested previously.
Also, Please let us know when is the next stock recommendation for 2019 is getting coming ?
Thanks for your guidance.
There is no change in fundamental law Deepak nitrate, it is normal connection. You can increase allocation up to 20% in Deepak Nitrite
DeleteHi madam, a small query....tpl plastech trade receivables and payables is continuously increasing...is there any specific reason it? do they have a plan to reduce it in coming months? Will this issue be a cause of concern?
ReplyDeleteThanx in advance...
It is continuous process, no company can brought it to zero during the year end for just showing it on balance sheet. In fact it is requirement of the business and you will find it in other moulding companies like supreme industry, Astral poly etc.
DeleteWish you a very happy and prosperous new year madam. May god bless with all the health and happiness to you and to all the blog members.
ReplyDeleteDear madam, Butterfly gandhi mathi appliances, Asian granito , is it right time to enter?
ReplyDeleteYes you can start buying in small quantities and keep adding on every correction with expected return around 15% per year. The stocks are for long-term investment only
DeleteHi Madam- Happy New Year. Can one enter into Nocil,if yes what should be price range?
ReplyDeleteStill it is not advisable to buy at CMP
DeleteDear Madam,
ReplyDeleteThank you so much for your excellent mentorship, guidance that you have given throughout the past years. May god bless you and your family with all good health, wealth and happiness.
Wishing you a wonderful new year!
Mam, what is your opinion on capital good sector.Which stock do you suggest in this sector.Thanks in advance
ReplyDeleteL&T Is one of the best capital goods stock with expected return around 5 to 10% per year
DeleteIn paper sector among Ruchira, shreyans and NR Agarwal which one has good prospectus, Please advice.
ReplyDeleteNR Agarwal is biggest waste paper recycler and eco-friendly industry.
DeleteSir, Mam, which of these is at good price to get in for maximum upside from here...
DeleteNR Agarwal at 390
Shreyan at 145
Ruchira at128
Madamji, i wish you and your family a very happy, healthy and prosperous new year 2019
ReplyDeleteMam, would u reccomend to buy srikalahasti pipes @cmp for 3 years view as just 5% of my portfolio for multibaggar returns?? Pls advice.
ReplyDeleteYou can start buying it from CMP and keep adding on further correction for long-term investment with expected return around 15% per year
DeleteMam What is your opinion on asian granito keeping in view recently arrest of promoter and bail in same day.is it worth investing ?
ReplyDeleteDefinitely you should not invest in stock market because court case, public related disputes, lockout , bail, jail, income tax raids are very common for companies.
DeleteMam, I have 10% of Deepak and not invested TPL plastic, shall I increase 20% in Deepak or buy TPL because TPL corrected a lot.
ReplyDeleteIf you have less then five stocks in your portfolio then you can invest in TPL if you have more than five then increase the allocation and Deepak nitrate
DeleteThank you mam and wish you the same......... would you have any inputs about Strides Pharma Sciences (STAR)?
ReplyDeleteSorry not tracking it
DeleteDear Madam,
ReplyDeleteWhen are you planning next recommendation?
Still we have not decided anything about it and most probably next stock will be posted in the month of April or May
DeleteMadam,
ReplyDeleteYour views on Som Distilleries buying price ?
You can start buying in small quantities and keep adding on every further correction for long term investment with expected return around 15% per year
DeleteRespected teacher
ReplyDeleteAny different names in quick services restaurant segment other than Adf food and testy bites. Regard
MTR foods is also major company in ready to eat and ready to cook food segment but all these companies are not running any restaurant
DeleteHi mam...where we will get the conference call of deepak nitrite Qtr 2 -2019
ReplyDeleteIf company has done any conference call then it may be available on the Company website
DeleteYou can also find on stockadda web site
DeleteMam do you track Meera Industries. If you are not tracking, please keep in your watch list. Looking so promosing.
DeleteDear Mam, would like to invest in paper stock.
DeleteAmong Ruchira, NR Agarwal, Shreyan industries and International Paper APPM ltd which is the best at CMP.
Please advice
All above stocks are good but prefer NR Agarwal
DeleteMaam, on a portfolio size of 1.3cr,how many companys stock shall one hold? And how to determine which company should be allocated 10% and which one for 20%, pls advice
ReplyDeleteYou can keep 8 to 12 stocks for above portfolio. It also depends whether it is your initial investment or you have expanded through profit. If you have booked profit in some stocks and holding free of cost share then definitely it will have lower percentage of the allocation.
DeleteDear Mam
ReplyDeleteWhy the impact of government programs like swacch bharat and pradhan mantri awas yojna not visible on Sanitary and housing stocks
You can continue to hold your portfolio it will start appearing in every sector in next 2 -3 years.
DeleteWish you and your family members a happy and healthy New year ahead
ReplyDeleteMam ur views on virinchi
ReplyDeleteSorry not tracking it
DeleteMadam happy new year wishes (lately)
ReplyDelete& Happy pongal wishes (in advance).
Wishing Very happy New Year and Pongal to you and your family
DeleteHi Mam,
ReplyDeleteWish u and ur family very happy new year 2019.
Is it advisable to buy stock of Associated Alcohol at current CMP 283?
Thanks
You can start buying in small quantity add it further on every correction below 250
DeleteI hold prakash industries 50 shares @145 mam hold exit or which price average.thaks mam
ReplyDeleteNeed to stick with your investment decision at least for 2 -3 years
DeleteHi Mam,
ReplyDeleteIam holding Sintex plastics and TPL plastech as suggested in our blog. Is the correction in these stocks due to general market correction or is there any ongoing issues in plastic sector? I have high conviction in these stocks but looking forward to your reply to calm my nerves ��
You are absolutely right there is market correction for every sector. But market correction was very severe on some sectors like plastic moulding, housing sector, steel sector & infra sector.
DeleteMTR has restaurants mam. Have been to one in bangalore
ReplyDeleteYes but it is not listed company
DeleteDear Mam,
ReplyDeletePlease Share your opinion on ITC, TATA MOTORS and Future Consumer..can we buy @ CMP ?
Regards
Monal Patel
Warm Regards
Monal
Sorry not tracking any of the above-mentioned stocks.
DeleteDear Mam
ReplyDeletekindly share your view about Hind Rectifiers. is it a value buy at current price.
thanks and regards
vineeth
Sorry not tracking Hind rectifiers
DeleteSir can u add shreyas shipping to your WATCHLIST last month i asked for the same since then its 24% up
ReplyDeleteAnd i also asked about linde india you replied as added to WATCHLIST anyhow its too high now.
Even though both are good stock but both stock are not matching the required criteria for inclusion
DeleteMam, Could you please explore about the required criteria for inclusion, just for learning .
DeleteHello Madam, what is your advice on kesoram industries from demerger perspective? Any chance of selling the Tyre co post demerger?
ReplyDeleteYes you are absolutely right both possibilities exist
DeleteMa’am,
ReplyDeleteTPL Plastech ROE and ROCE has been decreasing at a steady rate for last few years
Any particular reason for this.
Can I give 20% allocation at current market price
We have bought it only few months back so we will evaluate the business performance on yearly basis for 3-4 years. You can give 10 to 20% allocation
DeleteIn addition to above kesoram industries query. .Will there be different management after demerger or will it be same management?
ReplyDeleteAgain you are absolutely right, both possibilities exist
Deleteplz suggest HEG mdm
ReplyDeleteSorry not tracking it
DeleteGood Morning Madamji ! Orient Electric today trading at 150 / should I continue to hold for some more years or can book out??This is only bright spot at the moment in my holdings and also few shares I added in Asian Granito at 159 for 3 years which is down from my purchase price hence I am asking you Ma'am!
ReplyDeleteSintext plastic, Nitin, Kesoram, Ganesh housing, Deepak Nitret , orient Paper I do not watch daily as you advised have kept them for 3 years.
Thank You for all your great advice, very calming.
Good Day to all.
Meenakshi.
You can continue to hold Oriental electric and other stocks for next 2-3 years,
DeleteAll these stocks will give very good return in next few years and market will move up very strongly after general election
Thank You Madam !!
DeleteMadam,
ReplyDeleteYour views on Rain Industries buying price ?
Yes you can start buying it in small quantities on every further connection
DeleteAs Sir/ Ma'am said earlier, buy Rain around Rs. 100
DeleteIs there any worrisome issue in Rain. Is it only because of the legal issue in pet coke that rain corrected so much? Can we still average Sir?
DeleteThanks madam...Is it good time now to buy kesoram industries?
ReplyDeleteNear 50 was good price to buy but still you are not late you can start buying in small quantities on every further correction for long-term investment
DeleteThanks madam...Is there any good special situation opportunities available now like Demerger, Mergers/Takeover, etc ? Specifically 1)Thomascook demerger of quess Corp (2)KPIT merger & Demerger of Birla soft (3) Century textiles demerger of cement division ? Thanks madam...I really got the taste of demerger with the return of orient paper inds demerger...
ReplyDeleteSorry not tracking any of the above-mentioned stocks, we will see if any good option available in future
DeleteWhat is the view in your old Post of ABFRL
ReplyDeleteThere is no change in previous view for ABFRL, you can continue to hold it for long term. It is one of the few stocks which don’t have any impact of recent market correction
DeleteHi maam, Can you please let me know your view on IndiaBulls Housing Finance and Sundaram Finance
ReplyDeleteMost of the housing and NBFC stocks are trading at good valuations where you can start buying these stocks in small quantities and keep on adding further correction. Not tracking above stocks.
DeleteSir i bought this stock at 72 after that it went to 67 levels also. I checked the cash flow statement and annual report..i found it as indias one of the top 5 stocks to invest !
DeleteThanks for suggesting when it was in buying range. Im even more happy about the 25% non gold business. It seems to grow at a huge revenue generator in coming years.
madam, Wish You A Happy New Year ,
ReplyDeleteMam your view on Asian granito at CMP?
ReplyDeleteRecent arrest of the promoter is temporary situation but business of this company is running as usual, you can start buying in small quantities for long-term investment with expected return around 15% per year
DeleteHello mam...when will you update last two years blog recommended stocks performance chart???
ReplyDeleteOkay I will post it in coming months
DeleteDon't ask madam to provide the performance chart of last two years blog suggested stock. For us she is providing the valuable time for free of cost. Please request you to give respect.
DeleteHi mam ,
ReplyDeletePlease give best Four stocks of your suggested stocks
With regards
Thanks
You can buy last seven stocks for decent return in next 3 years
Deleterespected madamji , whats ur view regarding capital goods sectors , can you suggests any very gd stock which is value buy for long term at cmp ? is there are chances that capital goods secor could be the best perform sector.waiting
ReplyDeleteIf you want to invest in capital goods sector then go with well established player like Larsen and Toubro , ABB , Siemens with expected return around 10 to 15% per year.
Deletemam,
ReplyDeletewhat is your view on sugar Industry.Backed by Govt support and Rupee strengthens make the story dull?
Still most of the sugar sector stocks are trading at higher level and it is extremely risky to invest in cyclical stocks at higher level
DeleteHi Mam,
ReplyDeleteHappy New Year!
I have 5K shares of Leel electricals, avg of 60, should I hold or book loss :( please suggest.
Need to stick with your investment decision at least for three years
DeleteHi Rajith ji..better to buy blog suggested stocks they are 100% safe than LEEL as promotor of leel have diverted huge money received from sale of lloyd AC to different companys which may be a matter of concern. Just my view thought to bring notice. U are in 30 odd % loss better book it and buy recently blog suggested stocks. They are trading at rock bottom valuation !!
Delete'Damaging mistake': Porinju’s bet on LEEL goes awry as stock tanks 80%
Deletehttp://www.moneycontrol.com/news/business/markets/damaging-mistake-porinjus-bet-on-leel-goes-awry-as-stock-tanks-80-3384101.html/amp
Download the moneycontrol App: http://m.moneycontrol.com/mom
Madam any stocks in buying range..
ReplyDeleteYou can buy last seven stocks for decent return in next 3 years
DeleteHi mam,
ReplyDeleteMam your view on finolex cables, is it advisable to buy at current rate please give us your valuable suggestions
Thanks.
Sorry not tracking it
DeleteIs it fine to buy Pennar Industry at current price?
ReplyDeleteYes it is very good opportunity to buy it for long-term investment
DeleteMa’am,
ReplyDeleteWhat is the reason for buying tpl plastech and not the stronger parent company time technoPlast instead.
Yes we have preferred younger /smaller company with stronger parent.
DeleteHi maam, your view on Lakshmi machine works and Eicher motors
ReplyDeleteBoth are well established companies in their business segment but I am not tracking these stocks
DeleteHi Madam, The initial portfolio size of 5 lakhs,how many stock shall one hold? And how i need to allocate the investment ratio for Long term plan. please advice mam
ReplyDelete5 to 10 stocks are sufficient with 10 to 20% allocation
DeleteDear Ma'am any demerger company in list like orient...?
ReplyDeletePls share
Small and mid-cap stocks are still correcting if there is any good demerger stock then we will buy only very near to the record date.
DeleteHi maam, would like to thankyou once again for saving our hard earned capital of we small investors,i wanted to buy LEEL sometime ago but had read ur advice to someone on the forum that they sold of thier main business and would only get residual hence u adviced against it,at that time the price was around 230.investors like porinju has burnt thier hands on this counter.really appreciate your advice,thankyou maam.
ReplyDeleteSame here madam. Saved the capital of several blog members. Thanks a lot!
DeleteDear Sir, Ma'am -
ReplyDeleteAre there mid-cap value stocks in the Consumption/ Consumer space? I just can't seem to find ones which are reasonably priced today. Are we late to this by 1.5 to 2 yrs now?
* Alcohol stocks (Associated Alcohol and Radico which were good buys 1.5-2 yrs back - need 25% correction)
* Consumer Appliances (Butterfly, IFB Ind, etc - need to come down more?)
Any thoughts on this?
Thanks
You are never late in the stock market, all above-mentioned stocks are having very good potential in consumer / consumption space because all these stocks are still coming under small cap category, you can start buying these stocks in small quantities and keep adding on further correction. These stocks have already corrected 20- 60% in last one year so it is already giving very good opportunity to add at CMP
DeleteCan buy Rain Industries at this level !!!
ReplyDeleteYes, around Rs. 100-110 as per Mr Khanna
DeleteDear Madam, Seasonal Greetings! I have Dhampur sugars at ₹205. Am holding this for the last 1yr. Pls do suggest, in the current sugar trend, can I hold or exit at coat price.
ReplyDeleteWr
If you are already in profit near hundred percent then never miss to book partial profit and keep free of cost shares for long term
DeleteHallo Maam,
ReplyDeleteKindly need your feedback for Roshni Surya and praj industries
To invest for 1 year
Thank you in advance...
Sorry not tracking any of the above-mentioned stocks
DeleteHi Maam, when can we expect sintex plastics stock to pickup.
ReplyDeleteThe complete small and MidCap segment will reverse it trend in next 2-3 quarters, so you can continue to hold all stocks in your portfolio and add more on further correction
DeleteDear Madam,
ReplyDeleteIs entry to Prakash Industries Ltd. a good long term buy at CMP of 95.
You can start buying on further correction near 80 and keep adding on every further correction for long term investment only with expected return around 10-15% per year.
DeleteGood morning madam,is it right time to buy Goa carbon
ReplyDeleteIt is not advisable to buy at CMP , it will correct further
DeleteHello mam
ReplyDeleteWhat about Raymond
It is very good stock for long-term investment, you can continue to hold it and add further in case of further correction near 500
DeleteMa'am,
ReplyDeleteCurrently Som Distilleries have 20% promoter holding, Radico Khaitan have 40% promoter holding, care rating have 0% holding. Even though these are good businesses, will there be any risk when we hold these businesses for longer term?
Thanks.
If company is managed professionally then there is no issue.
DeleteLarsen and Toubro is the best example
Dear Maam,
ReplyDeleteEvery day TPL Plastic closes 2% or 4% down non stop for past 3 months.
Price fall has been tremendous.
Yes small cap stocks from plastic moulding / packaging segment have corrected very severely. Stocks like Nilkamal, Time techno, Huhtamaki PPL, Sintex plastic are trading near 52 weeks low
DeleteHello sir/madam, thanks for your guidance. I have TPL plastec less 10% in my portfolio. At current situation shall i average it.
ReplyDeleteYes you can add it in small quantities on every further correction and increase the allocation 15 -20 %
DeleteNR Agarwal is down to Rs 360 and in buying range. Thanks Mr. Khanna for the reco..if anyone wants to add a paper/ recycler to portfolio.
ReplyDeleteYes you can start heading it in small quantities on every further correction, it is very good stock for long-term investment
DeleteHello Mam/Sir, I have 10% allocation in both Deepak and TPL. Which if better option at CMP if i increase allocation upto 15%.
ReplyDeleteHello Ma'am,
ReplyDeleteRequest you to please suggest what to do with kesoram as my holding is around 25% of my portfolio and it's bug loss.
Also please suggest if we should carry on holding Allcargo, Gati and KCP?