Dear Blog Members,
I was not able to respond on your comments from last four weeks. Further market reacted negatively on recent budget. We have seen most of the retail investors are deeply concerned about their heavy loss since last one year.
Negative sentiment is prevailing at every corner of the market because index move up with very few heavyweight stocks and there is no participation for 99% of the listed stocks. It is the same case for 99% of the investors, all are in heavy loss irrespective of big or small. The market trend will reverse definitely but it may test the patience upto extreme limit. In such situation you have to stay calm and composed, keep your strength and confidence intact till last lap, until you win the race.
Thanks mam for your convincing words in this difficult time
ReplyDeleteThere are thousand of company debt ratio worst comparing to SPTL. As per call, company have 8 bids in hand for auto sale. No promoter pledged shares invoked, no default, and company is also running. whats wrong that share price hitting daily lower circuits?
ReplyDeleteSome of the institutional investors have removed it from their portfolio due to their minimum market capital criteria, it has put further pressure on share price resulted in continuous law circuits.
DeleteSo still there is hope for SPTL,right mam?
DeleteHow is jamna auto? A true value buy at 35 to 37 lebels , remember this auto ANCILLARY co is pioneer and command huge market share, almost monopoly...Debt under control..can it privide multibaggar returns in 2 to 3 years..last year HDFC gave tgt of 100..
DeleteDear Maam,
ReplyDeleteI is really Comforting to hear From you. We are holding up only Because of you.
Thank u
Thank you Madam! Can we buy more sintex plastics? It is almost 90% down. What other stocks can be accumulated more during this down turn?
ReplyDeletewhy you are behind sintex. it is already down 90%. Go for other options like Nitin ,TPL (you should read comments from Mam on this, these companies posted better results in this difficult situation).
DeleteAlways need to go with winning stocks in prolonged market correction.
DeleteMadam With you around, I dont think i ever doubt that i will be rich one day. I am buying and i will buy at every correction. Thank you mam. Just be with us.
ReplyDeleteThanks for posting madam.. Missed you for long time..
ReplyDeleteSome of the companies market capture is less than their (reserves - debt)..and company is producing positive profit.. Does it mean company is undervalued
What's is your take on Philips carbon and samkrg pistons
ReplyDeleteThanks for being our mentor.your views on jyothy labs, paragh milk , Federal Bank on long term is appreciated
ReplyDeleteAll the stocks are good for long-term investment, you can start buying these stocks in small quantities on every further correction
DeleteThanks mam..
DeleteThank You Madam! Glad to get your point on market means lot and given Confidence too.i am holding on to all my stock as it is Hopefully we are in last lap and it is worth holding on as life begins where fear ends you have beautifully illustrated.
ReplyDeleteThank You once again and wish you all for your Success and wellness.
Meenakshi Pai
Mam,
ReplyDeleteUnder you guidance, we will sail through this period and emerge with nerve of steel, hardcore long term investor..
Truly agree with you
ReplyDeleteall,
ReplyDeleteUnderstand one thing, Times change. When all stocks were in profit. nobody doubted Mam's selection of stocks. When market crashed and stocks went down all went in panic mode and started questioning the logic.
My portfolio is also 35% in Red but im not worried. 3 yrs im not going to look at my portfolio in Red as it will come up.
as far the portfolio in profit, i have sold the stocks and put that capital in MF Monthly dividend.
With this i got 2 benefits, i have made profits of stocks and earning monthly dividend from MF. You should always see that your capital or money gives you money.
Follow this principle and you all will be happy.
Madam, glad to hear from you. In the previous years recommendations, the annualized returns were in excess of 50% per year. Over the next 5 years, what is the expected annualized returns per year. Your guidance will help adjust expectations accordingly. As always thanks for your support.
ReplyDeleteDear Madam , I am holding BOB , APOLLO TYRES , REC, ALL CARGO LOGISTICS , TATA STEEL, IOC, NBCC, GRAPHITE INDIA , FEEDRAL BANK, & ASHOKA LAYLAND. Mam pl. guide which Hold or which sell.
ReplyDeletepl. Madam
Most of the stocks are already corrected so you can continue to hold as it is for better return in long run
DeleteThank you madam for consoling our worried souls at such a turbulent moment of investing in market. We missed you longer than it actually was. Thank you for everything.
ReplyDeleteThanks for being us for all time. I have bought 100 Tata chemicals.It will be merged with Tata Global beverage and create Tata Consumer products. Is it OK for investment?
ReplyDeleteTata chemical will not merge with Tata Global but it’s FMCG business will merge merge with Tata global beverages to create a Tata consumer. You can continue to hold it for better return in future and you will have shares of both Tata chemicals and Tata consumer.
DeleteDolly Mam,
ReplyDeleteA big thank you for the profits we have earned. God bless you & your family.
all,
ReplyDeleteThe stocks which are in negative like Bharat Gear, DTIL, GATI, GULF PETRO, JAMNA AUTO, KESORAM INDUSTRIES, SHREE PUSHKAR CHEMICALS, SINTEX PLASTIC TECHNOLOGIES, KCP have been purchased 1-2 yrs back.
The stocks which have given good profits like Kamdhenu,Kanpur PlastiPacks, Moldtek, Pondy Oxides,TCI Express , TIIL their holding period is 3-5 YRS. Give the above stocks time, they will come up. Have patience.
Most of the stocks are already corrected severely so in such condition need to hold all the stocks as it is till the reversal of market trend.
DeleteDear Blog Members did any one received Pennar Industries shares against PEBS, if not any idea when we will get it credited to our DEMAT a/c?
ReplyDeleteThanks for your help.
In the recent shareholding company has already updated along with new shares issued to PEBS shareholders so most probably it will be credited in your demat account within a few weeks and company will also update this listing information along with stock exchanges
DeleteNo one might have received as there is a process.
ReplyDeleteThey have applied for nsdl and cdsl approval after 2 weeks they may receive then they will present the copies to nse and bse.then we will be aloted after receiving approval for trading.
Hi sir thank you for creating a new page with perfect caption. I want to understand one point.
ReplyDeleteAs you have seen many market cycles in past 3 decades and sector cycles as well.. how much more pain is left. Im asking that coz on every corner people are saying still a major correction is left .. i guess when most people feel so..markets may surprise ?
Budget is focused on overall economic growth and its effect will be visible within few quarters. Actually market was expecting something from the budget like roll back of LTCG on equity gain but it did not happen, further weak monsoon and some delay has put further pressure on economy. Hopefully market will come out from negative trend in coming quarters.
DeleteMidcaps and smallcaps getting new new lows any views on this ? any chance it can recover
ReplyDeleteYes definitely sooner or later all stocks will recover
DeleteDear mam,
ReplyDeleteHow the prospect of liquor industry looks like now a days?
Is there any possibility of reduction in molasse price? Thanks
Future prospects is bright because of increase in liquor consumption and new application as flex fuel to cut the use of fossil fuel
DeleteGuru Poornima Greetings to all dear Blog Members. Dolly Mam my Salutations to you on this auspicious day for sharing and sailing us through difficult times with words of Wisdom patience and Care. We are Blessed to have you and your prudence to live through rollercoaster ride of equity markets.
ReplyDeleteWellness to all . Stay Blessed. Happy Gurupoornima Dear all .
Exactly Meenakshi Pai, I too have the same feeling about sir/Madam. My salutations to Madam/sir on this Gurupoornima day for her priceless service to the society and her guidance to retails & small investors like us. Thanks
DeleteHello Mam, requesting your views on Ganesh Housing. I have 15% allocation in script and it is currently down by 40%. Please suggest if I can swap it with some other script.
ReplyDeleteNow you can continue to hold as it is because there is already very severe correction in stock price after shifting to other stock may have another deep correction in other stock also and it will erode the capital fully. Either need to use 30% stop loss or continue to hold as it is.
DeleteAlso please suggest if Rain Industries can be bought at CMP 92?
ReplyDeleteIn current market condition prefer stock with low or no debt and without any pending issue
DeleteRain Industries rallied after remaining around 30 to 40 for long time. So that may be a good price to accumulate.
ReplyDeletePrefer stocks with low or no debt like NOCIL
DeleteIndian market witnesses boom and bust every 8-9 years.The small caps and mid caps started distribution in the January 2018. Now they may remain negative to sideways for 4 to 5 years with economy slowing. By beginning of 2022, things shall start improving and the next bull run may begin.Till then there may be intermittent rallies which will not sustain. Hence the pain will remain for quite some time.
ReplyDeletemadamji , most of the investors asking query which may be repeated by other investors , if you dont mine please make a chart of all last suggested stocks as hold---- buy ---strong buy ---high conviction in short ---in such a deep correction mkt that will reduced your time and investors will get enough confidence by your guidelines . if you dont mine please post in nest 2--3 days . waiting eagerly. regards drvivek
ReplyDeleteHi Vivek ji, With due respect to your comment, I would like to say that lets not put additional pressure on madam by asking her to reply within 2-3 days etc. We should understand that Madam is already under immense pressure in these turbulent times to answer the challenging queries sent by boarders. And there is no such thing called Strong hold, hold, buy etc. All stocks suggested by madam are equally good to hold only. If there is any negative development in any specific stock, then madam herself will tell us to swap or exit like Surana solor, Omkar etc. Otherwise we need to just hold on all the stocks. Thanks
DeleteFrom last few months very little time getting to even reply to the comments on time. Sure I will update above in coming months
DeleteAll,
ReplyDeletePlease accept that we are witnessing a global recession at the moment. Hence just have to have patience and stay calm..
Yes you are absolutely right, time will definitely change but we have to keep patience and wait for our turn
DeleteWith all said about patience today the market closed has definitely given that odd chill to spine. 18+ months vs today the 30th July is definitely different.
DeleteSome mindless madness across all over .
Hope good Sense to Prevail and even tho we are down we will survive and keep floating in coming months. Soon to get there .Now have to wait no other options because capital erosion has hurted lots.
Good luck to us all waiting for our turn.
Dear Ma'am, What's your view on Polyplex corporation...On paper it seems to be a value buy.. concern is with corporate governance and management accountability.
ReplyDeleteMany Thanks.
Sorry not tracking it. If you don’t have confidence or having any doubt then better to avoid such stock
DeleteWe need to understand that businesses to succeed, the existence of stable Govt is not enough. Disruptive policies such as demonetisation, LTCG on equities, the inability to foresee impending economic distress and take remedial action has played havoc with the Indian economy. The mandarins in the Finance Ministry are not upto the task.They do not even understand the role of stock market in a capitalist economy. The small as well as marquee investors in small and mid caps have been caught off guard this time. The small cap czar is on the run. Salvage whatever is left and come back when the economy gives signals of turning. V-shaped recovery will not happen with the economy on a downswing.
ReplyDeleteIf you compare developed country Vs India, India tax rate is so high.
DeleteEven with Rich people tax can go max 42%, I think most of FII selling and going out.
Mr Jose, I respect your feelings but don't give sweeping statements like salvage whatever is left and right come back when market give signals. Nobody in the world knows when mkt will turn up or down. Otherwise everyone would have been rich by now. Madam is the right person to give suggestions in this regard. Thanks.
DeleteEven with all odds still Indian economy will outperform the major developing economies in the world. We have seen in the past that small and mid-cap stocks are more fragile during the deep correction but same time able to recover very quickly (1992-2004-2008-2012- 2015) Every time it looks like that market will never recover but survival in such condition is the key to success.
DeleteAbsolutely this is the Wisdom I love to get from you Madam ji .Thank you so much thank you. I was bit anxious today but now I am able to get your point.
DeletePatience is the key to survival.
God Bless all
Maam, u said in such downtrend one should focus on Winning stocks. From the last 6 or 7 stocks that you have suggested can u enlist 2 or 3, which seem to have better prospects under Current circumstances.
ReplyDeleteThis will help old bloggers n new ones to concentrate on those 2 or 3 shares mpre then Others.
Hi Sanjay, it's very difficult to give 2-3 stocks which can give fast price appreciation. However if we select 7-8 stocks, the probability of appreciation is high. My personal opinion though madam is the right person.
DeleteHello Madam,
ReplyDeleteSome of the companies market capture is less than their (reserves - debt)..and company is producing positive profit.. Does it mean company is undervalued
sorry not tracking it
DeleteHi madam, can agree pushkar be added at CMP?
ReplyDeleteyes you can buy it cmp for long term investment
DeleteI was holding NCC but it came down below 200 dma so I have sold the stock @ 88.is this decision right
ReplyDeletesorry not tracking it
DeleteDear Respected mam
ReplyDeleteCan I buy Bajaj conumer from fmgc sector for long term
sorry not tracking it
DeleteHow are you mam. After a long time.
ReplyDeleteI wanted to start buying SPTL now looking at CMP and developments happening on debt reduction. Should I wait for some more time or buy now. What returns can be expected in 5 yes timeframes.i am not holding SPTL right now
I hold 20k SPTL @38. It is very hard for me see my money 80% down. so I suggest you wait for market consolidation and pick blog suggested stocks which can run faster in when market turns green.
DeleteHi sir can u track india glycol ..in detail..its a humble request.
ReplyDeleteThanks in advance
Okay I have added it in my stock watch list and I will able to give the update on it in coming months
DeleteThnq very much sir.
DeleteHello Sir/Ma'am
ReplyDeleteKindly share your views on NR Agarwal industry? How do you see prospects of this company and the paper industry in general?
-Srinivas
NR Agarwal is the largest paper recycling industry in India so future is bright because it is protecting the environment and producing low cost paper
DeleteWhats ur view on NOCIL LTD ?
ReplyDeleteIt is very good stock for long-term investment. You can start buying at CMP in small quantities and keep adding on every further correction
DeleteHi Dolly Madam...I have purchased ..Kesoram..sintex plastics..kcp..Gati...and totally loosing money in all of them. Please can you suggest how many of these stocks will still manage to bring me profit in next 1 year or more...what is your recommendation now for sintex plastics?
ReplyDeleteNone of these stock can go against the market moment if the market will support small and mid-cap segment then the stocks will also recover quickly. In current scenario one year recovery time may not enough. Either need to use 30% stop loss or you can continue to hold all stocks as it is because most of the correction is already done you will not get anything by selling the Sintex plastic at six rupees per share
Deleterespected madamji ,
ReplyDeleteYou are requested to share your experience of major market correction you have seen in your career (in year 2000 & 2008) and how did you manage your portfolio and what was your mindset (emotional & practical) during these times.
You experience will help many of small investors like me in our future.
During deep market correction it is same for everyone, nothing to do much with portfolio, just relax and enjoy the market moment.
DeleteMadam Please guide me what should I do with shares of JK Agri generic, Hold/Sell or Add more at CMP.
ReplyDeleteThanks for your selfless service to us. May Almighty keep you blessing.
You can continue to hold as it is and in future never miss to book the profit, still it is good stock to add more if it fall below 500 for long-term investment
Deleteman your view on auto ancillary sector due to new policy of govt favoring electric vehicle
ReplyDeleteChange is same for both auto and auto ancillary industry. They have to change according to the market and demand. Still it is at very every stage and it will take some time to take call on sector performance based on change adoption.
DeleteHello mam any fundamentals change in gati, countinously management reducing there share holding. Any problem for this scrip???
ReplyDeleteThere is no change in fundamental but most of the logistics stocks are in the same boat. TCI and TCI express are exceptional with little impact of market correction. Delay in revival of the T&L sector is putting additional pressure.
DeleteMam,
ReplyDeleteCan you please provide your views on Nocil, Astec life sciences, Visaka, Asian granito, Nilkamal, Himatsingka ? Can we accumulate/hold/switch any of them ?
Thanks in advance.
Nocil, Visaka, Asian granito, Nilkamal are good stock for long term investment. You can start buying these stocks in small quantities and keep adding on every further correction
DeleteNot tracking other stocks
Mam,
ReplyDeleteWhich one among Visaka, HIL, Shankara, Everest, Rushil, Century Ply, is a good pick ? Is any of them a good buy now or wait for more correction ?
Visaka, HIL, Everest are good stocks from building materials segment, all are good stock for long-term investment
DeleteNot tracking other stocks
Good afternoon ma'am
ReplyDeleteWill market correct more as per your experience ma'am ?
Most of the correction is already done
DeleteMarket will fluctuate in range bound + - 5 to 10%
Hi sir since past quarters jubilant industries has shown good results. Its agri business is showing profit margins above 18 % and polymers business is also showing more than 9 % profit margin..do u expect this trend to keep going..can u share what were the reasons for these developments ?
ReplyDeleteNow next generation of the promoters have taken charge of this company and shown keen interest to make turnaround. They have infused some fresh fund through preferential issue @ Rs 136 per share. Now promoter holding gone up to 75% after conversion of preferential warrants, it has reduced the debt and interest cost. They stopped loss-making units and kept good control on cost. We can expect consistent profit in coming quarters and significant improvement in stock price.
DeleteHello Madam,
ReplyDeleteNow we are getting good experience.. We all paid big to get this learning. At this time, our interest to learn about stock market increased.. We want to learn from your experience and knowledge, can we us this opportunity to discuss on various factors that affect Buisness, analysing fundamentals etc.. Take one area or industry, discuss things like whether it's cycling, Raw materials, factors that impact Buisness etc..
At this time, we can stop asking questions like when it will stock market will recover, why some stock is falling everyday etc..these are unpredictable..
Instead we can use this opportunity to understand and analysis various parameters that needs to be considered for analysing any stock..in a detailed way..
This helps a lot.. We need your guidance Madam..
Thanks,
Harshith
Actually it is very difficult time for the new investors those who have not made any profit but seeing very deep cut in their portfolio. For them it is like never ending night but once they see the sun again they will also start believing that there is always sunshine after every dark night. This type of negative cycle is coming in the stock market after every 5 -10 years and there are a lot of investor who are facing this storm first time. But it will make several matured investors in the young age who can make very big money in rest of their long investment career.
DeletePlease suggest your views on TIIL declining price? (Technocraft Industries).
ReplyDeleteAny particular company flaw or is it due to market condition only??
Stock price correction is normal because major portion of its business is coming from export in US, EU and China.
DeleteYour views on federal bank and acc.
ReplyDeleteBoth are good stocks for long-term investment
DeleteMadam,
ReplyDeleteAs the market severely corrected(At least corrected to a level). I was holding some money for such opportunity and had appropriate exposure to almost all out blog stocks.
So want to put this money into new stocks, but need your help can you suggest some stocks, can be any kind small/mid/bluechip. Had strong confidence on your judgment. Please do respond.
Visaka industry, Muthoot capital, Tata sponge , Tata global, NR Agarwal are good stock for long-term investment
DeleteHello Sir,
ReplyDeletePlease give advise on sukhjit starch and right price in case you ever followed it. Thanks.
Yes it can be bought at CMP for long-term investment
DeleteDear Madam/Sir, is L&T finance a good buy at CMP, can Ashok leyland accumulated at CMP. both for Long term.
ReplyDeleteAshok wait. Let it settle. Price is good for long term
DeleteMuthoot capital and Manappuram Finance are also good option, Not tracking L&T Finance
DeleteRespected Madam,
ReplyDeleteSri pushkar chemicals and fertilizers is trading below suggested price. Will it be good to accumulate it.
Thanks for your service to us. May Almighty keep you always happy.
Yes in the fertiliser & chemical segment- Shree Pushkar chemicals, Deepak fertilisers and petrochemicals, GNFC are very good option for long-term investment at CMP.
Deletelooks like all Indian companies are fraud and everyone is running away from market :)
ReplyDeleteintraday traders are making their job best to create panic in retail investors.
hope this will stop soon...
worrying part is that now portfolio is at such a bottom that even if after holding it for another couple of years as is will hardly bring closer to no profit no loss? not sure even if that is possible...
best part is getting experience of bear market and hopefully this experience will help achieve dreams in life of next 5 years.
All kind of people exist in this world but generally we start suspecting every one during tough time. It is because our confidence level is low and we saw almost negativity everywhere which leads for this kind of a assumption.
DeleteBut nothing to worry time will change and very bright future is ahead for equity investors
Mam as per your view all blog recommended stocks still good for holding for next 1 to 2 yr.please write review about the stocks which you recommended on 2017-18 & 2018-19 after that we can decide whether we have to trim or increase our position in those scrips.
ReplyDeleteYou can continue to hold which are trading above suggested price and use 30% stop loss for all stocks
DeleteNitin spinnertncan be added at 53 plz guide?
ReplyDeleteDid anybody hear news of nitin spinner rolli g out one more facility
DeleteYes you can buy it at CMP and use 30% stop loss for all stocks
DeleteMam,
ReplyDeleteCan I buy ABCapital at current price for long term. Thanks in advance
I am buying
DeleteYes it is good stock for long-term investment, Muthoot capital is also a good option at CMP
DeleteAll, Pl listen this song by Mr Vijay Kedia. https://youtu.be/1L_leobXacY
ReplyDeleteMr Vijay Kedia is very talented writer and singer on stock market
DeleteThats why booking profit from time to time is required. One should never be invested with profits and not booking profits. Once profit is 100% sell the profit and make the shares free of cost. All my shares which were in profit are free of coat and i have put that initial invested capital in Mutual Funds monthly Dividend which gives me fixed income every month. Always see that money gives you money and never let it be idle.
ReplyDeleteYou are absolutely right
DeleteSD can you tell me which funds give your monthly fixed dividend?
DeleteDear Mam, when will be next stock recommendation. Kindly suggest as early as possible to take advantage of market correction. 5 months and 3 more stock to come. Eagerly waiting for next recommendation.
ReplyDeleteLast week we have seen most of the stock have touched fresh 52-week low so we have a lot of option for long term investment
DeleteVisaka industry, Muthoot capital, Akshar chemical, Deepak fertilisers and petrochemicals, GNFC , Tata sponge are very good stocks for long-term investment
Mam, TPL Plastic and Jubilant Industries are having approximately 75% promoters share holding. Will new proposal by FM to reduce the promoter holding to 65% dent share value further. Should we stay in those scripts are book loss before it further damage the capital
ReplyDeleteIt is just only proposal so Sabi will evaluate and give update on it and it is not going to happen immediately, if it is going to happen then it will take 3 -4 years to implement it
DeleteMam, jubilant Industries has made a turn around in this quarter. But looking at debt of the company should we take a buy call at CMP or should we wait for few more quarters. Please suggest
ReplyDeleteThe stock has moved up more than 50% within three trading session after announcement of the result. Prefer above mentioned stocks for fresh investment
DeleteHi madam, What is the strategy we should follow now considering portfolio down by more than 30%
ReplyDelete- Should we just wait for trend reversal and don't buy anything new for now
- Should we keep adding in small qualities irrespective of the market state
I'm feeling peace without investing now but at the same time I'm feeling I might miss the good opportunity if I don't buy now. I have not experienced any bear market so far so..
Actually nobody knows the trend reversal date or time so keep adding small quantities of good stock on every 5-10% correction is the best way to invest in deep correcting market.
DeleteHello Mam, can Edelweiss be bought below 150 or wait for further correction?
ReplyDeleteYou can start adding in small quantities.
DeleteIs it true that nitin spinners have commissioned new production facility. Can we have some unrestricted platfrom where progress of scrips can be discussed freely.
ReplyDeleteI gues in this setup Till the time mrs dolly doesnt approve of comments they are not published
No issue here also you can discuss about script very freely. Even though there is some delay in reply but generally I release the comment daily basis. It enables the blog members to communicate each other.
DeleteMadam can you pls tell me about SSPDL LTD
ReplyDeleteSorry not tracking it
DeleteSir in gati q1 2019-20 results as updated in bse site..can u plz clarify points mentioned in
ReplyDeleteNote 3. - Rs. 22 cr given by air india ?
Point 4. Out of 20.15 cr only 1.66 cr was recovered but rest management is sure of recovery- how old are these ?
When i come to result part - express distribution business has de-grown by almost 15 yoy and more than 18% qoq with loss in bottom line.
In short..what i understand is that the auditors ( singhi & co ) are not satisfied with the cos financial alwell as the business performance.
We need your opinion on gati ltd !!
In previous year company has received 22 crores from Air India but same time Air India has filed cross case against a decision which is pending. Amount will be adjusted in case of any decision against the company.
DeleteIn the point number 4 recovery case pending and company is hopeful to recover 18.3 crores rupees. It is disclosure under accounting norms.
In recent time the audits are much strict as compared to one near before so many companies definitely feeling the heat. Even some auditors also facing legal case for a irregularity during their audits (L&F case)
In Deepak nitrite standalone business- basic chemicals and fine chemicals have not performed well but perfomance chemicals have performed well- is there any strategy of concentrating more on high margine products ?
ReplyDeleteIn phenolics yoy there is no comparision as plant was operational since 3rd q so if i compare it qoq sales reduced by 4 % and profits down by around 25 %.
Though eps has grown from 6.71 to 9.65.
Plz correct me if im wrong. It will help us understand even better
DeleteBasic chemicals are the input / raw for their performance chemicals. Company is focusing on high margin products only surplus basic chemicals are sold in the market. And there is good growth and performance chemical business in the top and bottom line
There is no comparison for phenolics on qoq because during this period plant was on trial run and the production was intermittent so they have concluded all Q3 and Q4 production together in Q4
Hello ma'am please give your view on gati results when you are free. Is everything okay with the fundamentals of the company? Please instill confidence in me in regarding to this particular company...
ReplyDeleteFundamental and business of this company is running normal but the stock price under extreme pressure and it is the case for all small and mid-cap stocks which have touched the fresh 52 week low in the first week of August. Market is punishing very hard in case result is poor or below expectation.
DeleteTransport and logistics sector will also recover together with the economy in coming quarters
Hello mam again very very weak results posted by gati ltd, what's your view???expecting any improvement in this company.
ReplyDeleteYes result is weak and below expectation, it has put the stock in further pressure and corrected severely.
DeleteTransport and logistics sector will recover together with the economy in coming quarters and this stock will also move up
In Abfrl stock does it include the retail business , such as More superstore?
ReplyDeleteIt is only fashion retail stores - Garment and accessories
Deletemadamji please suggest one new stock which is best multibagger available at deep discount i think since last 7--8 month no new script on blog suggested --i think this is the best time. thanks for guidance
ReplyDeleteVisaka industry, Muthoot capital, Akshar chemical, Deepak fertilisers and petrochemicals, GNFC , Tata sponge are very good stocks for long-term investment
DeleteHello Madam,
ReplyDeleteWhy companies in same sectors pay different tax?
For example: TCI pay 19%, Gati pays more than 25%.
Business mix of both companies are different
DeleteMam please review our stocks???see gati,kcp,pennar, most of the good companies r going down day by day. Nothing individual investors can do in this mkt.
ReplyDeleteSooner or later stock market and stocks will recover. Most of the investors are nervous because market has tested their patience
DeleteHi Madam, Is it is good to buy Dhunseri Tea at 180/- (current price) ?
ReplyDeleteTea sector is facing some pricing / production challenges and labour issue has add further pressure, still it is good stock to invest for long-term at CMP
DeleteHello mam, What is the best strategy now. Should we keep adding in small qualities or wait for some more time. My portfolio down by 40%. I was trying to add more every time when the market went down but it went further down and created a huge loss. I have not made any profits in the stock market so far so obviously this is bit of a concern. Even If I'm able to generate 20-25% CAGR after 5 years that would be more than sufficient.
ReplyDeleteI'm little unclear on booking a loss at 30% - my understanding is that, if the stock went down due to general market sentiment we shouldn't worry about 30% loss. Just like the current situation, most of the stocks are good still went down by more than 30%. Please correct me.
From your investment strategy - could you please elaborate more on 30% loss, how to buy stocks on falling market, what kind of stocks need to choose during these times since they are so many stocks from the blog which are available now, how to protect the capital during these times, how not to buy stocks like Sintex while falling(I was keep buying with every fall now it's huge loss to portfolio thought it's with in 20% limit)
We have seen since beginning of last year that small and mid-cap stocks have corrected continuously, irrespective of Sensex / Nifty index moment. In such market conditions need to add in small quantities and keep adding on every 5 to 10% correction. Once market will reverse the trend these stocks will also recover very quickly. All the losses will get recovered even with one stock. But in such market condition need a lot of patience. Definitely it is very hard for you because you have never made any profit in the market but your patience will definitely give you very good return and experience.
DeleteMa'am please suggest some stocks to average .
ReplyDeleteVisaka industry, Muthoot capital, Akshar chemical, Deepak fertilisers and petrochemicals, GNFC , Tata sponge are very good stocks for long-term investment
Deletelast few days, i see most of the blog suggested stocks went on upper circuit. I am very confident when market goes green, all these stocks will cross suggested price in no time.
ReplyDeleteSiva which scrip u saw in upper circuit???
DeleteYes from last week market has shown some signs of recovery
DeleteSyam,
DeleteBest is add all stocks from this blog in virtual portfolio (moneycontrol) with suggested price and track. I have all the stocks from this blog in my virtual portfolio. I can easily find the pattern and trend on what stock can go high when the market is in green....
Dear blog members,
ReplyDeleteI will reply to all above comments during this weekend sorry for inconvenience.
Thank you for your concern and support towards us ma'am...
DeleteHi Madam, Is it is good to buy TALBROS at current market price (100/-) ?
ReplyDeleteYes it can be bought for long-term investment
DeleteMam,bharat gears n Gati posted bad results. Your view?
ReplyDeleteAutomobile sector has given very poor result which has created very negative sentiment and auto ancillary industries have came under extreme pressure. Hopefully it will recover in coming quarters
DeleteThanks for your concern mam
ReplyDeleteBear market has not even started! Its just showing its tail, thats it!
ReplyDeleteWhen it strikes 2020, 2021, majority of the stocks will be wiped out! Please careful with your capital at this point. If at all you want to invest long term, you need to wait until 2021 mid. This is based on financial astrology.
Good news 2021 is not very far
DeleteGood Morning Madam!
ReplyDeleteGood Morning everyone!!
Do take Care and Stay Positive.
Good times will come sooner than later.
Thank You Madam ji
SPTL at 4.15 at the moment and I just looked and will wait for my times.
God Bless us all.
At present it is like written off investment in the portfolio but need to keep as it is.
DeleteDear blog readers all of u r still holding blog recommended stocks???Mam if we exit in 30% loss how we will recover our loss amount so am holding blog recommended stocks like SPTL,gati,kcp,pennar,nitin and deepak nitrite from recommended level.i don't know whether these scrips will going to give Good profit margin or at least my investment amount within 1 to 2 years.p lease reply
ReplyDeleteIt also doesn’t mean that exiting from the stock market if you have exited any stock with 30% stop loss then definitely you have the money and it is the best time to invest again.
DeleteIf you continue to hold all your stocks ( including SPTL ) as it is then on reversal of market trend you will have a decent profit. One out of six stocks will able to give you at least 500% return but need to increase your holding period of 4 to 5 years
Hi Madam,
ReplyDeleteI have bought below stocks with following allocation in my portfolio.
SUNFLAG - 12% -1150(43)
SPTLL -10% - 2700 (15.2)
TPL - 10% - 325 (151)
BHARATHGEAR - 10% - 370 (135.75)
Gulfpetro - 5% - 400 (63)
GANESHHOUC - 10% - 820- 400 (59.05)
NITINSPIN - 10% - 510 (81.51)
GATI - 10% - 525 (79.93)
RAIN - 13% - 500 (123.5)
I have some money to invest now.
Shall I add GNFC, NOCIL, Butterfly, ASALCBR, IFBAGRO, RAIN to my portfolio.
Please suggest.
Thanks
You can continue to hold you are exhausting stocks as it is because most of the correction is already done.
DeleteVisaka industry, Muthoot capital, Akshar chemical, Deepak fertilisers and petrochemicals, GNFC , Tata sponge are very good stocks for long-term investment
Mam, why there are not enough buyers on the street? With such cheap valuations what it it which is making investor nervous? Tpl after posting good results last quarter didn't move up. Whereas a ny stock which has performed badly got hammered badly. Why people are not buying? Is our economy not overall not performing well...with low gdp, iip figures , export , NPA issues..low GST collection...are these issues really affecting the economy? Why this govt is unable to resolve any of these issues? Is there any signs of global slowdown too? Or the market is in the hands of big investor- FII, FPIs who are the real ones steering it. Sometimew it is difficult to understand.
ReplyDeleteMarket is the best place to earn the money when market trend is positive and the same time market is the best place to lose the money very easily when market sentiment is very negative.
DeleteThose who bought during negative sentiment will earn huge money in positive sentiment and those who bought in positive sentiment will lose big money in negative sentiment.
Definitely a lot of people are buying silently and they are hoping further connection to buy more . And this is normal cycle and trend of the market.
Absolutely True. So nicely explained.
DeleteThank You Madam ji.
Mam,
ReplyDeleteSunflag client base is highly skewed towards auto and auto ancillaries. Don't you think, this is a huge risk for we are going to see lots of technological disruption in auto due to EV in coming future?
Hi dolly mam: how do you see nitin spinners results? They r out today.
ReplyDeleteGood evening Mam. Asian granito and Orient electric at this level is ok for buy?
ReplyDeleteSir all steel stocks are falling..tata steel q 1 result was bad jsw steel also fell prakash industries results also very bad..may i know the reason..plz share some depth knowledge ..im tracking stocks deeply
ReplyDeleteIn china also there is some big fluctuation in prices.
Madam
ReplyDeleteWhat a fantastic results from ADF.STUNNING.HATS OFF.
THANX
GANESAN
14th Aug is result of Sintex Plastics Technology. If result is not good expect 20% downturn in stock price. which will be then around 2.5. Gone case as of today. put this stock in Bad Debts in our accounts.
ReplyDeleteMam good morning,
ReplyDeleteBelow are good for long-term,
Tata Global,Varun beverages and Relaxo footware. I want invest in one.which can i choose
Maam can u comment upon parag dairy. At this price for investment tgt of about 3 years from now. Or any other scrip from dairy business currently. I guess parag expansion plan, export milk prod to Singapore and venture into whey protein segment. Makes it a player who ll grow and be here for some time
ReplyDeleteIts like watching budget every year then comparing it with AGM speech by mukesh ambani..announcements seem very crazy. Im getting many thoughts.
ReplyDeleteOne of that i want to share :
No of listed co in US stock markets are reducing fast and are once listed are becoming even bigger.
Same thing may happen in india in coming years. Reliance is closing doors for many..
Madam, few months back I had asked you a query regarding GP Petro to which u had not replied. Can u plz consider replying. Here's the query: With implementation of newer technology like Electric vehicles rapidly being introduced in the Indian market, on what basis will a company like GP Petro with their product line comprising of auto lubricants(repsol) survive?
ReplyDeleteSir do u track IOL CHEMICALS. results are very very good..opm is also increasing.
ReplyDeleteDear Madam, SPTL has confirmed their sale of Europe unit for $173m. We need Ur views about the development we can expect in their operations now.
ReplyDeleteWr
Gajendrakumar
respected madamji , query regarding 30% stoploss , madamji i have bought most of the stock of blogs , i am a long term investors i can wait for next 5 yrs -if i buy for eg gati at 100 rs 5% of my portfolio if at 40 too much attractive and if i want to make 15% of portfolio and i have fund which not required for next 5 yrs and if fundamentals and growth of intact and if gati at 20 rs ? i can buy , if stk is fallen due to mkt sentiments no problem my query is that why stoploss is necessary if growth and fundamentals intact –waiting this query is for all the stk blogs .
ReplyDeleteYour view regards to AkaharChem n visaka result today.
ReplyDeleteRegards
Mam, I am actually keen now to buy SPTL. Recent developments are also favouring due to plans of debt reduction. Pls suggest if should start buying or wait for some more time. I assume that it be 5 to 6 times from now in next 3 yrs
ReplyDeleteHello mam what the SPTL disinvestment plan, how much is the valuation u r expecting from that disinvestment? Whether they will use that amount completely for restructuring the debt?
ReplyDelete