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.
Dear Madam, Happy Holi. I am planning to invest in insurance sector for long-term duration. Can I invest in HDFC life as its performing well..and stock also got price correction. Pls do share Ur views. Wr Gajendrakumar
All 3 are below suggested price now, if one want to invest which one do you think is the best in long term and can we choose Allcargo over others as it's beaten heavily.
You can buy Allcargo for long-term investment with expected return around 15% per year. It is not advisable to buy TCI at CMP. Gati can be bought In small quantities on every further correction for long-term investment.
Kesoram ltd has updated about the : re-classification from a promoter to public share holder. In it k m birla himself stated - he is holding only 300 shares of kesoram and is a normal share holder with 0.0035% holding. I request can u look after corporate development in kesoram Does the co management has enough potential to turn around the co with k M Birla
This action is related with the demerger and hive off tire division. Still KM Birla group holding companies like Manav investment and other companies are having holding near 50% in Kesoram.
Is there any announcements related to demerger? Cement business was always on profit will that help the cement business to consolidate further. Any price speculation before demerger
Wishing you a very Happy & Colorful Holi Madam and to all the blog members. H - Happiness of life O - Ocean of colors L - Language of love I - Integration with one another.
This action most probably is related with the demerger / hive off tire division. Still KM Birla group holding companies like Manav investment and other companies are having holding near 50% in Kesoram.
Happy holi sir..your views on gati as promoters are selling stake. Can it still give desired result and i hope our multi-bagger stock pick is not wasted !
Mam, i have SBI saving account and trading account also with SBI. I have capital gain of around 40 thousand last year. How i have to pay tax on those 40,000. Will it be deducted by default or we have to pay separately.
In case of delaying the payment, will it cause any penalties from government.
Still Shree Pushkar is best buy near 115 and Nitin spinner near 60. We cannot time the market but always need to buy in small quantities on every correction in correcting market
Happy Holi, Madam. IDFC FIRST BANK has been recently talked about as the next HDFC BANK. Would you kindly enlighten me with your views on the said stock for long term.
These are good dividend paying stocks with dividend yeild more than fixed deposit In the banks. But not tracking the stocks closely for investment purpose
A question on ganesh housing, looking at huge land bank, which will definitely keep appreciating in value without promoter doing anything, in next, say 10 years. At the same time, since it is under your investment philosophy so definitely company is good for long term investment.
I actually want to ask, since this is being different case, like land appreciating in value without doing anything, shall we exclude it from our investment Principe if exiting if unable to give 100% in 2-3 years? From 140-280?
Reading annual reports and real estate potential in India, can we expect it to give returns much like unitech? From 140 price? In next 5 years?
Even i have bought at 140, i feel great to be able to add it through monthly salary for long term, untill it crosses 140...
Just wanted to understand can i keep it for next 5+ years and expect unitech like returns, 10-20 times? If not then what could be expected if stayed for 5+ years or even longer?
There is nothing fixed in stock market. But If someone will continue to invest in 10 good stocks then there are fair chance that one stock will give 10 fold return within next 10 years and the remaining nine stock will be free of cost.
Yes you can still buy it if you are able to hold for next 4 year without second thought otherwise 30% stoploss is better option.
Happy Holi , Mam i want your guidance regarding Orient , now the returns are 100% , should we book profit or wait for some time ? I have 10% holding of my portfolio , but i can wait another 3-4 years also .
Yes company has plan to raise the capital since last year to reduce the debt / increase the working capital. It is good for company as well as for shareholders
There is no change in previous view for Kesoram, either need to hold for next 4 year without second thought otherwise 30% stoploss is better option every stock.
Dear Mam, i posted following message twice but unfortunately not uploaded on blog, Could you kindly look into below link and provide your valuable advice. I want to take entry after your advice.
the following link is about a penny stock " VIKAS PROPPANT" Seems to be an interesting one. It has climbed 1000% in last 10 months. Please give your opinion on that and please could you add in your watch list if you not tracking.
Sorry not tracking it. Generally we never prefer to buy any stock after sudden rise in stock price. we buy product based stocks which are having good growth potential
It will not correct because right issue size is very small, It is good for retail investors to subscribe in right issue and get the stocks at lower price
Dear Maam, What is the purpose of rights issue for Bharat Gears. It will decrease the EPS and lead to a lower stock price. Is this being done to raise additional capital for expansion?
Company has plan to raise the capital since last year. It will help to reduce the debt / increase the working capital. It is good for company as well as for shareholders
To avoid such situation we have gone for 30% stop loss before major market correction in May 2018 and for Sarana solar we have gone for option to swap with orient electric In July 2017. Still you can swap it with stocks like TPL or Sintex plastic
Hi madam. Please give some info on acquisition of Madhya Bharat Phosphates Pvt. Ltd, (MBPL by shree pusgksr chicals. When we expect this completed and added in quarterly results.. How this acquisition helps shree pushkar and share holders.. Thank you
The completion of acquisition will depend upon in CLT approval, it might take 2 to 3 months.
Benefit of this acquisition will be same for shareholders as a farmer is having one cow and he bought another cow to increase the milk production. Ultimately it will help to increase the earning.
Hi madam. Still did not understand why price of Shreepushkar went back to 2 years back price. Can you explain reason to understand so that we(blog members) will be more mature in understanding pirpose
You have to buy some other stocks apart from Shree Pushkar chemical so that it will enable you to get overview of the overall market. Shree Pushkar chemicals was enough strong stock that it fall only 2 years back price but there are thousands of stocks which have fell below 5 years low price in recent market correction
Sir how much can be the loss of sales and profit due to fire in meghmani organics. How much time it may be affected due to fire. Plz give some view on it !
Still it is not clear about extent of damage and financial loss in recent fire incident but in the past company has claimed 25 to 50 crores in different fire incidents from insurance companies.It will take around 30 to 60 days to restore the operation and to finalise the claim
Dear Maam, primarily you recommend to buy Blog suggested stocks. However Sometimes u also gice your Ok to buy stocks Which are outside the blog.
So my question is Which one has a better chance to deliver returns either higher returns or quicker returns oo is more safer between NOCIL And Bharat Gears.
Also, at a broader level, the First choice advisable would be blog suggested stocks right?
Yes you can buy other than blog suggested stocks. If I am tracking then only I will give my view on other than blog stocks.
Quicker return are possible in case of some upcoming event based stocks or seasonal stocks. It will be same for blog suggested or outside of the blog stocks.
Yes prefer blog suggested stocks because we continuously discuss and monitor these stocks
Hi madam. My only intention was to know the reason. Even though there is improvement of 20% Qoq, from past 2 years. Still it is corrected heavily. From past three years I am following stock market and did not observe this behavior. Lasa and omkar corrcted because of management issue where they shown wrong numbers or the latest numbers are very bad. My only intension was to learn out of it. We are happy for your patience and detailed information. Thank you
There is no change in fundamental of Shree Pushkar chemical, There were similar correction in other fertiliser and dye chemical manufacturing stocks but mid February correction was mostly due to lot of margin positions were squared off in ICICI trading accounts after gradually increase of margin haircut up to 100% by ICICI direct.
you can continue to hold it as it is for very good return in next 3 -4 years.
Similar market correction is also not new if you remember we have seen similar market correction in 2013 before general election in 2014 then there was a decent market rally for next four years from 2014 to 2017. Same seen was in 2008 before general election in 2009. Just have a look on market history in relation with general election of last 25 years for better understanding
Good evening madam ... frequent 🔥 fire happen in meghamani.im holdings stocks at 70 is it better to sell and buy Nocil at this cmp..pls ur opinion..thank u medam
Happy holi to you and our blog members
ReplyDeleteVery Very Happy holy to you and your family. May God bless you with good health.
ReplyDeleteHappy Holi mam..!!
ReplyDeleteHappy holi madam ji
ReplyDeleteWishing you and your family a very happy Holi.
ReplyDeleteWish you and all blog members a Happy & Colorful Holi!
ReplyDeleteDear Madam,
ReplyDeleteHappy Holi.
I am planning to invest in insurance sector for long-term duration. Can I invest in HDFC life as its performing well..and stock also got price correction. Pls do share Ur views.
Wr
Gajendrakumar
Sorry not tracking it
DeleteMadam,
ReplyDeleteWish you a very Happy and Colourful Holi.
Happy Holi mam
ReplyDeleteMam a stock for holi please.
ReplyDeleteHello Ma'am
ReplyDeleteYou suggested 3 from transportation sectors
TCI
Allcargo
Gati
All 3 are below suggested price now, if one want to invest which one do you think is the best in long term and can we choose Allcargo over others as it's beaten heavily.
You can buy Allcargo for long-term investment with expected return around 15% per year.
DeleteIt is not advisable to buy TCI at CMP.
Gati can be bought In small quantities on every further correction for long-term investment.
Can i sell my tci shares and buy Allcargo will that be a good option?
DeleteKesoram ltd has updated about the : re-classification from a promoter to public share holder. In it k m birla himself stated - he is holding only 300 shares of kesoram and is a normal share holder with 0.0035% holding.
ReplyDeleteI request can u look after corporate development in kesoram
Does the co management has enough potential to turn around the co with k M Birla
This action is related with the demerger and hive off tire division. Still KM Birla group holding companies like Manav investment and other companies are having holding near 50% in Kesoram.
DeleteIs there any announcements related to demerger? Cement business was always on profit will that help the cement business to consolidate further. Any price speculation before demerger
DeleteHappy holi to all blog members
ReplyDeleteDear Sir and Mam, Wishing you and your family a Happy Holi. Wishing all members a happy Holi too. Rgds Deepak
ReplyDeleteHappy Holi to respected mam and all blog members.
ReplyDeleteHappy holi madam!
ReplyDeleteI wish you and your family a very happy and colorful Holi Ma'm.
ReplyDeleteWishing you a very Happy & Colorful Holi Madam and to all the blog members.
ReplyDeleteH - Happiness of life
O - Ocean of colors
L - Language of love
I - Integration with one another.
Thank you madam.
Happiness holy to Madam and to all blog readers.
ReplyDeletehappy holi mam,,,,yr view on Deepak nitrite.....Holding since yr recommendation
ReplyDeleteWe can expect much better results in coming quarters, you can continue to hold it for long term.
Deleteआदरणीय Dolly Mam और आप सभी को होली की हार्दिक शुभकामनाएं!
ReplyDeleteरंगों का ये त्यौहार आपका जीवन खुशियों और सफलता के रंग से भर दे🙏
Wishing Sir, Ma'm and all the blog members a Happy Holi
ReplyDeleteWishing you & All blog members
ReplyDeleteHappy Holi.
Happy holidays madam...what's what's coocking in kesoram industry? Future is gud?
ReplyDelete
DeleteThis action most probably is related with the demerger / hive off tire division. Still KM Birla group holding companies like Manav investment and other companies are having holding near 50% in Kesoram.
Can I buy kesoram at current level...I have 100000 for investment
DeleteHAPPY HOLI MADAM
ReplyDeleteGreetings Madam,
ReplyDeleteWish you and your family colorful, happy and prosperous Holi.
Thank you.
Regards,
Ramchandra
Madam Happy holi to you and your family.
ReplyDeleteKindly advise if Navkar corporation is a good buy at this rate
Sorry not tracking it
DeleteDear Ma'am,
ReplyDeleteWish you and family a very Happy Holi.
Regards,
Sushil
Wish u n ur family happy holi
ReplyDeleteTCI is suggested before de-merger..... Now after De-merger TCI came to suggested price...extra TCI express share is listed seperately...
ReplyDeleteHappy holi sir..your views on gati as promoters are selling stake. Can it still give desired result and i hope our multi-bagger stock pick is not wasted !
ReplyDeleteMadamji, Happy Holi to you, your family and all your followers
ReplyDeleteYour views on Spencer's retail , cesc ventures and Firstsource ?
ReplyDeleteSorry not tracking it
DeleteMam, Tracking any good Education stock for investment? What About MT Educare and Zee learn?
ReplyDeleteZee learn is better option but not tracking it very closely
DeleteNamaste mam🙏happy holi to you and all blog members.mam when will post your next pick.
ReplyDeleteMam, i have SBI saving account and trading account also with SBI. I have capital gain of around 40 thousand last year. How i have to pay tax on those 40,000. Will it be deducted by default or we have to pay separately.
ReplyDeleteIn case of delaying the payment, will it cause any penalties from government.
Please advice
You can file your income tax but there will not be any tax liabilities on you because your capital gain is less than one lakh
DeleteHappy holy
ReplyDeleteDear Mam, it has been long time you are not in touch with blog members, i hope every thing ok from your end. Happy Holy
ReplyDeleteYes everything is fine, I was out of station for few days due to this reason some delay happened for reply
DeleteHello ma'am,
ReplyDeleteI need your view on sptl and pennar industry ? Do you think good time to buy more?
Yes you can add in small quantities on every correction for long-term investment with 10 to 20% allocation in your portfolio
DeleteHi Ma'am,
ReplyDeleteWhich one do you think is the right option for long term investment
Rain industry
Nitin spinner
Shree pushkar
Please suggest.
Still Shree Pushkar is best buy near 115 and Nitin spinner near 60. We cannot time the market but always need to buy in small quantities on every correction in correcting market
DeleteMam as per blog suggestions nitin spinner is above 100+,if one bought above that rate what should we do?
DeleteHappy Holi
ReplyDeleteDear mam
ReplyDeleteWish you very happy holi!
When will rain industries start showing its true colours!
You can continue to hold it for long-term investment with expected return around 15% per year
DeleteHappy Holi, Madam. IDFC FIRST BANK has been recently talked about as the next HDFC BANK. Would you kindly enlighten me with your views on the said stock for long term.
ReplyDeleteSorry not tracking IDFC first bank
DeleteMam, Happy Holi to you & your family.
ReplyDeleteHappy holy medam
ReplyDeleteMam,
ReplyDeleteYour view on Coal India & Nalco for long term investment.
These are good dividend paying stocks with dividend yeild more than fixed deposit In the banks. But not tracking the stocks closely for investment purpose
DeleteGreetings mam, hope all is well in life.
ReplyDeleteA question on ganesh housing, looking at huge land bank, which will definitely keep appreciating in value without promoter doing anything, in next, say 10 years. At the same time, since it is under your investment philosophy so definitely company is good for long term investment.
I actually want to ask, since this is being different case, like land appreciating in value without doing anything, shall we exclude it from our investment Principe if exiting if unable to give 100% in 2-3 years? From 140-280?
Reading annual reports and real estate potential in India, can we expect it to give returns much like unitech? From 140 price? In next 5 years?
Even i have bought at 140, i feel great to be able to add it through monthly salary for long term, untill it crosses 140...
Just wanted to understand can i keep it for next 5+ years and expect unitech like returns, 10-20 times? If not then what could be expected if stayed for 5+ years or even longer?
There is nothing fixed in stock market. But If someone will continue to invest in 10 good stocks then there are fair chance that one stock will give 10 fold return within next 10 years and the remaining nine stock will be free of cost.
DeleteYes you can still buy it if you are able to hold for next 4 year without second thought otherwise 30% stoploss is better option.
https://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Happy Holi , Mam i want your guidance regarding Orient , now the returns are 100% , should we book profit or wait for some time ? I have 10% holding of my portfolio , but i can wait another 3-4 years also .
ReplyDeleteYes, It has given more than hundred percent return just after listing of orient electric in May 2018.
DeleteWhat's your view on rights issue in Bharat gears ? What is its effect on existing shareholders ?
ReplyDeleteYes company has plan to raise the capital since last year to reduce the debt / increase the working capital. It is good for company as well as for shareholders
DeleteHello Mam.. any new recommendation for this new year?
ReplyDeleteIt will be posted in coming months
DeleteHello mam...still there is hope for kesoram???
ReplyDeleteThere is no change in previous view for Kesoram, either need to hold for next 4 year without second thought otherwise 30% stoploss is better option every stock.
Deletehttps://dolly-bestpicks.blogspot.com/2018/05/review-of-investment-strategy.html?m=1
Dear Mam, i posted following message twice but unfortunately not uploaded on blog, Could you kindly look into below link and provide your valuable advice. I want to take entry after your advice.
ReplyDeletethe following link is about a penny stock " VIKAS PROPPANT" Seems to be an interesting one. It has climbed 1000% in last 10 months. Please give your opinion on that and please could you add in your watch list if you not tracking.
https://economictimes.indiatimes.com/markets/stocks/news/penny-stock-produces-flash-in-the-pan-with-biz-rejig-but-books-do-not-inspire/articleshow/68314925.cms
Sorry not tracking it. Generally we never prefer to buy any stock after sudden rise in stock price. we buy product based stocks which are having good growth potential
DeleteDear Mam, do you track Fiberweb, is it worthy to buy at CMP
ReplyDeleteSorry not tracking it
DeleteHappy holy ma'am
ReplyDeleteYour blog is wonderful hope to receive from new pick.
We’ll go for next stop suggestion in coming month most probably after election
DeleteMadam, vishnu chemicals is a good buy at cmp for 3 years?
ReplyDeleteYou can buy it in small quantities on every further correction for long-term investment with expected return around 15% per year
DeleteMam your view on BGL whether it corrects post right issue announcement at 107.
ReplyDeleteIt will not correct because right issue size is very small, It is good for retail investors to subscribe in right issue and get the stocks at lower price
DeleteIs Pondy oxides a good buy at current price(Rs.354)?
ReplyDeleteIt is not advisable to buy at CMP
DeleteDear Maam,
ReplyDeleteWhat is the purpose of rights issue for Bharat Gears. It will decrease the EPS and lead to a lower stock price. Is this being done to raise additional capital for expansion?
DeleteCompany has plan to raise the capital since last year. It will help to reduce the debt / increase the working capital. It is good for company as well as for shareholders
Mam
ReplyDeleteCan Advisable to enter 1.NOCIL 2.THIRUMALI CHEMICAL. at camp.
Thanks.
You can buy in small quantities and add on every further correction for long-term investment only
DeleteDear mam,
ReplyDeleteCan I buy godrej agrovet for long term as it is not going down much
DeleteYou can buy it in small quantities and add on every further correction for long-term investment only
Is Som Distillers a good entry at cmp 150?
ReplyDeleteThanking u in advance
Is Som Distillers a good buy at cmp 150?
DeleteYes you can buy it in small quantities and add on every further correction for long-term investment only
Dear Ma'am, before I ask you one question..just wanted to say I beleive m trust in your recommendations and holdings patiently..
ReplyDeleteNeed Your advise should I switch from Kesoram to any other stocks? Like incase of Surana solar to orient paper ( before demerger)..or hold it
Regards
To avoid such situation we have gone for 30% stop loss before major market correction in May 2018 and for Sarana solar we have gone for option to swap with orient electric In July 2017. Still you can swap it with stocks like TPL or Sintex plastic
DeleteMam when can we expect next stock..
ReplyDeleteHimatsinka seide is it a good stock?
Sorry not tracking it
DeleteDear Mam
ReplyDeleteWhat is the process of subscribing to rights issue of Bharat Gears ?
Regards
Ajay
Online through your trading portal
DeleteHi madam. Please give some info on acquisition of Madhya Bharat Phosphates Pvt. Ltd, (MBPL by shree pusgksr chicals. When we expect this completed and added in quarterly results.. How this acquisition helps shree pushkar and share holders.. Thank you
ReplyDeleteThe completion of acquisition will depend upon in CLT approval, it might take 2 to 3 months.
DeleteBenefit of this acquisition will be same for shareholders as a farmer is having one cow and he bought another cow to increase the milk production. Ultimately it will help to increase the earning.
Hi madam. Still did not understand why price of Shreepushkar went back to 2 years back price. Can you explain reason to understand so that we(blog members) will be more mature in understanding pirpose
ReplyDeleteYou have to buy some other stocks apart from Shree Pushkar chemical so that it will enable you to get overview of the overall market. Shree Pushkar chemicals was enough strong stock that it fall only 2 years back price but there are thousands of stocks which have fell below 5 years low price in recent market correction
DeleteSir how much can be the loss of sales and profit due to fire in meghmani organics.
ReplyDeleteHow much time it may be affected due to fire. Plz give some view on it !
Still it is not clear about extent of damage and financial loss in recent fire incident but in the past company has claimed 25 to 50 crores in different fire incidents from insurance companies.It will take around 30 to 60 days to restore the operation and to finalise the claim
DeleteDear Maam, primarily you recommend to buy Blog suggested stocks. However Sometimes u also gice your Ok to buy stocks Which are outside the blog.
ReplyDeleteSo my question is Which one has a better chance to deliver returns either higher returns or quicker returns oo is more safer between NOCIL And Bharat Gears.
Also, at a broader level, the First choice advisable would be blog suggested stocks right?
Yes you can buy other than blog suggested stocks. If I am tracking then only I will give my view on other than blog stocks.
DeleteQuicker return are possible in case of some upcoming event based stocks or seasonal stocks.
It will be same for blog suggested or outside of the blog stocks.
Yes prefer blog suggested stocks because we continuously discuss and monitor these stocks
Can I switch yes bank @194 to asian granito.
ReplyDeleteNeed to stick with your investment decision at least for 2 -3 years for a better return
DeleteHi madam. My only intention was to know the reason. Even though there is improvement of 20% Qoq, from past 2 years. Still it is corrected heavily. From past three years I am following stock market and did not observe this behavior. Lasa and omkar corrcted because of management issue where they shown wrong numbers or the latest numbers are very bad. My only intension was to learn out of it. We are happy for your patience and detailed information. Thank you
ReplyDeleteThere is no change in fundamental of Shree Pushkar chemical, There were similar correction in other fertiliser and dye chemical manufacturing stocks but mid February correction was mostly due to lot of margin positions were squared off in ICICI trading accounts after gradually increase of margin haircut up to 100% by ICICI direct.
Deleteyou can continue to hold it as it is for very good return in next 3 -4 years.
Similar market correction is also not new if you remember we have seen similar market correction in 2013 before general election in 2014 then there was a decent market rally for next four years from 2014 to 2017.
Same seen was in 2008 before general election in 2009. Just have a look on market history in relation with general election of last 25 years for better understanding
Dear Ma'am pleaae can you share your view regards to below
ReplyDelete1. Elpro International ltd
2. AkaharChem
3. Cochin Shipyard
4. Denora India
5. International Travel House
Aksharchem is good opportunity to add at cmp. Not tracking others stocks
DeleteHello Madam,
ReplyDeleteWhat is your view on GVK? I am holding it and under loss of 50%.
Do you think it will recover ?
Sorry not tracking it
DeleteMam do you track API sector in pharma and any good stock to buy at CMP
ReplyDeletemadam,what is your view on Chaman lal seti?
ReplyDeleteDear Mam, i still hold Surana solar and wish to hold for another 3 years my average buying price is Rs.15.70 kindly adivise if the decision is right.
ReplyDeleteGood evening madam ... frequent 🔥 fire happen in meghamani.im holdings stocks at 70 is it better to sell and buy Nocil at this cmp..pls ur opinion..thank u medam
ReplyDeleteKesoram?
ReplyDelete