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.
Sunday, March 28, 2021
Holi Greetings
Dear Blog Members
"Wishing you and your family a very happy and prosperous Holi"
Note - Next stock will be posted in the second week of April
Stock has not performed well in last 3 years due to slump in housing and construction sector. We did not find any major change in this sector in next two three quarters.
Option-1
Ganesh housing is trading near to your average buying price and it is giving good opportunity to exit on time and reinvest in some other good stock where there is no such uncertainty.
Option-2
It is going to complete 3 year in the next month and new stock will be also posted in next month. For your satisfaction you can invest 50% of the amount in next stock and keep remaining 50% in the Ganesh housing, it will mitigate the partial risk on your investment.
Same time this process will test our investment strategy that why we go for reinvestmant after waiting for three years in case of non performance of any stock?.
Feeling nice to hear positive comments about Kesoram from you, madam. I have invested heavily and been holding this since 3 years and it has been a roller coaster ride. Thank you !
1 out of 10 stock will able to give x10 return if you able to hold free of cost shares for these companies for next 10 year then above figure of x100 will be achievable very easily
Mam tpl seems to be big beneficiary as economy improving, can we expect good results in Q4 and if result is good should we keep it till it completes 3 years or should we reinvest now
We are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time. TPL is going to complete 3 year in the month of August. Still you have 4 month time to execute your plan to sell it.
Madam, please throw some light on ADF Foods new plant opening in Surat and new product introduction in frozen bread and snacks and longterm view on free of shares. 🙏
Madam, your thoughts on Pennar Industries. It has once again corrected below Rs. 20. My average price for the stock is 49. Can we add more at current price and what should we do with this for long term.
We are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time.
Dear all friends, it is sad but true that post covid there is huge change in the view of every stock in entire market and we need to accept the change and act accordingly keeping emotions aside... To be specific even if we are in huge loss.
God will reward everyone and we just need to react to the situation even if it is sad.
Madam, is there any positive for stock split and new plant inguration in surat with new products introduction like snacks and frozen breads. What action we have to do with free of cost shares or any fresh entry is advisable at this level. Thank you
Hello Madam, Your view on Nitin Spinners. My average price is 102 and holding it since 2 years. Kindly advise what should I do with this stock. I am a long term investor and in case if there is potential, I can continue to hold for longer duration
We are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time.
Hello Madam, Thank you for all your advises, especially the blog on on which one to hold and which one to exit. I have been following only your blogs ! I was able to come out of KCP, Nitin, Kesoram and PENIND with much bigger losses. However these were compensated by other stocks and were deliberately sold to minimise LTCG.I am planning to keep some money for your next recommendation in April. Should I hold the remaining money or any other stocks that you recommend to re-invest?
We are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time to exit. Need to hold all free of cost shares for long term and exit rest on the completion of 3 years.
We are not going for complicated stocks related to finance or technology but our most of the stocks simply related to general consumption, basic / speciality chemicals and agri sector which are directly or indirectly related to commodity segment.
Maam, what is your opinion on Care Ratings? It's trading at a decade low PE, with potential to increase both revenues/profits and pe multiple in coming years
CARE has given false rating to IL&FS case, SEBI has taken strict action against the company with penalty upto 1 crore, market has lost the trust in this company after that stock unable to return back to past Glory
Hi Rajiv sir, may God bless you for helping all of us, sir a long bull market is expected in commodity, do we have any such stock in our portfolio apart fm sunflag, any stock u can suggest to participate in this boom
We are not going for complicated stocks related to finance or technology but our most of the stocks simply related to general consumption, basic / speciality chemicals and agri sector which are directly or indirectly related to commodity segment.
had come across your video on you tube in IIT, though it quite old, cant express how i felt with you humble words, for me it is an eye opener on how to live life. definitely will do all that i can to bring up the people who are in need of help. Mere Thanks will not suffice on how i felt on that day. it has quite a lot to me.
Dear Mam, Happy Financial New Year.. In ur view, it is just a 3 yrs time for the scrip to perform or outperform...if at all the scrips returns back to its recommended price from its all time low, it is advisable to hold for better returns or to simply swap with no loss no gain...Need to take a call on TPL & NITIN SPINNERS...I got back the price but couldn't decide upon it.. please give me a clarity on it Best regards VST
1) If any script has given 100% return within 3 years and after booking the partial profit, only free of cost share left with us that we can continue to hold for long term.
2) In other case like Nitin spinner where the script has not given us the desired return and we have waited for three years, now we have to take the decision to exit and reinvest. No need to get emotionally attached with any stocks but need to take the decision professionally
Madam, recently our government imposed for anti dumping duty for next 5 years on "flexible slapstick poly" which is using chemical for slab fixation. This may be good opportunity for indian chemicals industry. 5 years period is good for our chemical company. So suggest accordingly suitable multi bagger company for next 5 years. 🙏
I have below stocks in FOC DNL ADF OE DFL Avanti TIIL Jkagri
Missed to book profit and purchased new stocks
ABFRL Shree pusk Akshar Asian energy
have secured money through FOC stocks to buy next recommendation. iam selling out KCP,Kesoram in loss as well selling TIIL on every rise as not much is happening either management is not keen revive the business. let me know my strategy is right
Dear Maam, Apart from your recommendation which you will inform us today evening(Friday), could you please let us know of 1 or 2 stocks from your previous recommendations which we can add at current levels?
Madam, my average price on Ganesh Housing @59/-, it is continuously upper ckt and now @10%, can I exit or wait for multibagger from your recommended price. Please suggest accordingly suitable action. Thank you
Mam your view on tata communication?
ReplyDeleteSorry not tracking it
DeleteHappy Holi ma'am to you and your family. God bless you.
ReplyDeleteMadam, Happy Holi to you and your family. 🙏
ReplyDeleteThank you mam. Wish you also a happy and prosperous Holi.
ReplyDeleteWish you,your family & blog members a very Happy Holi.
ReplyDeleteHappy Holi to all blog followers
ReplyDeleteRespected sir,
ReplyDeleteHappy Holi to you and your family.
I have Ganesh Housing @ average 59.
I have find that real estate is reviving since last 6 months and may continue revival for next 2/3 years.
Obviously it will revive Ganesha. May I continue to hold for another 2/3 years on my risk? Is this advisable? I beg your advice. Please suggest.
Thank you sir in advance.
Regards,
Raxit Shah
Stock has not performed well in last 3 years due to slump in housing and construction sector. We did not find any major change in this sector in next two three quarters.
DeleteOption-1
Ganesh housing is trading near to your average buying price and it is giving good opportunity to exit on time and reinvest in some other good stock where there is no such uncertainty.
Option-2
It is going to complete 3 year in the next month and new stock will be also posted in next month. For your satisfaction you can invest 50% of the amount in next stock and keep remaining 50% in the Ganesh housing, it will mitigate the partial risk on your investment.
Same time this process will test our investment strategy that why we go for reinvestmant after waiting for three years in case of non performance of any stock?.
Respected Sir,
DeleteThank you very much for your detail reply.
Obviously, I will act as per your "investment strategy" (Option 1)
Eagerly waiting for your next pic.
Raxit Shah
Happy Holi to you and your family, Madam. May all good things happen to you.
ReplyDeleteI wish you and ur family a Happy holi...
ReplyDeletehappy holi to you madam and blog members.
ReplyDeletemadam, could you explain what is going on in Kesoram
Business of kesoram industry is going well and company will able to post positive result after long time.
DeleteFeeling nice to hear positive comments about Kesoram from you, madam. I have invested heavily and been holding this since 3 years and it has been a roller coaster ride. Thank you !
DeleteHappy Holi Madam. Many colors in your healthy life. Thank you for your selfless support.
ReplyDeleteHappy Holi maam. Can any of our recommended stock become 100 bagger in future?
ReplyDelete1 out of 10 stock will able to give x10 return if you able to hold free of cost shares for these companies for next 10 year then above figure of x100 will be achievable very easily
DeleteHappy holi mam
ReplyDeleteHappy holi mam
ReplyDeleteHappy holi mam
ReplyDeleteHappy holi mam
ReplyDeleteHappy Holi mam
ReplyDeleteHappy holi mam and blog members
ReplyDeleteHappy Holi mam
ReplyDeleteHoli wishesmaam.
ReplyDeleteWishing you both and all members a colourful holi. Rgds Capt Deepak
ReplyDeleteHappy Holi to you and your family. May god continue to bless you. -Ravi
ReplyDeleteHappy holi
ReplyDeleteHappy Holi to you, your family and all blog members!
ReplyDeleteHappy Holi to Mam and Blog members !
ReplyDeleteThank you ma'am. Wish you and your family too a very happy Holi. God bless you.
ReplyDeleteHAPPY HOLI MADAM
ReplyDeleteHappy Holi mam
ReplyDeleteHappy HOLI madam.GOD BLESS ALL.
ReplyDeleteHappy Holi mam.
ReplyDeleteMam tpl seems to be big beneficiary as economy improving, can we expect good results in Q4 and if result is good should we keep it till it completes 3 years or should we reinvest now
ReplyDeleteWe are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time. TPL is going to complete 3 year in the month of August. Still you have 4 month time to execute your plan to sell it.
Deletehttps://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
Madam suggest any NBFC like Bajaj finance or Bajaj fin serve for next next 10 years. Thank you.
ReplyDeleteSure, if we find something similar in NBFC sector then I will post it
DeleteHappy Holi mam
ReplyDeleteMadam, please throw some light on ADF Foods new plant opening in Surat and new product introduction in frozen bread and snacks and longterm view on free of shares. 🙏
ReplyDeleteThere is great future for food processing sector in India. You can continue to hold free of cost shares for long term.
DeleteThis is a big multibagger in my portfolio now along with Deepak nitrite.
DeleteMadam please let me know your views on Nucleus software.
ReplyDeleteIt is good stock, if you have it in your portfolio then you can continue to hold it
DeleteMadam, your thoughts on Pennar Industries. It has once again corrected below Rs. 20. My average price for the stock is 49. Can we add more at current price and what should we do with this for long term.
ReplyDeleteWe are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time.
DeleteUpdate on it is already given
https://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
Dear all friends, it is sad but true that post covid there is huge change in the view of every stock in entire market and we need to accept the change and act accordingly keeping emotions aside... To be specific even if we are in huge loss.
ReplyDeleteGod will reward everyone and we just need to react to the situation even if it is sad.
Madam, is there any positive for stock split and new plant inguration in surat with new products introduction like snacks and frozen breads. What action we have to do with free of cost shares or any fresh entry is advisable at this level. Thank you
ReplyDeleteThere is great future for food processing sector in India. You can continue to hold free of cost shares for long term.
DeleteHello Madam, Your view on Nitin Spinners. My average price is 102 and holding it since 2 years. Kindly advise what should I do with this stock. I am a long term investor and in case if there is potential, I can continue to hold for longer duration
ReplyDeleteWe are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time.
DeleteUpdate on it is already given
https://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
.
ReplyDeleteSir your comments on fine organics, can we buy at curry level for long term
ReplyDeleteSorry not tracking it
DeleteMadam, please throw some light on "JUBLIENT INGREV" for longterm view 🙏.
ReplyDeleteSorry not tracking it
DeleteMam.kundly suggegest some food processing sector share to watch out.
ReplyDeleteYou can continue keep watch on ADF, still long way to go.
DeleteHello Madam, Thank you for all your advises, especially the blog on on which one to hold and which one to exit. I have been following only your blogs ! I was able to come out of KCP, Nitin, Kesoram and PENIND with much bigger losses. However these were compensated by other stocks and were deliberately sold to minimise LTCG.I am planning to keep some money for your next recommendation in April. Should I hold the remaining money or any other stocks that you recommend to re-invest?
ReplyDeleteWe are giving reasonable time of three-years to perform but if any stock unable to give desired return in given time frame than we must take the decision on time to exit. Need to hold all free of cost shares for long term and exit rest on the completion of 3 years.
Deletehttps://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
Allocation in the next stock will be upto 20% so you can plan accordingly.
Hi Madam any view of Zensar tech ltd...Thanks..
ReplyDeleteSorry not tracking it
DeleteYour view on Muthut capital. May I enter at current level for 1-2 years.
ReplyDeleteIts fundamental are are getting deteriorated due to increase in in NPA. NPA is the biggest problem of financial sector in the recent time
DeleteMadam ji anewala din Artificial intelligence ka jamana honewala hain, yesa khoi AI wala achha stocks batadegeye.
ReplyDeleteSure if you find some good stock in this sector then definitely will go for it
DeleteDear Madam,
ReplyDeleteCan you please fix the date and time to release next stock.
Thanks in advance.
It will be posted on Friday 9th April around 5 p.m.
DeleteMam, Aksharchem seems to be getting ready to move. what's your projection for this this stock?
ReplyDeleteWe are looking for 100% return and book the partial profit to make our holding free of cost
DeleteDear mam,
ReplyDeleteYour view on Praj Industries please
Sorry not tracking it
DeleteMadam would appreciate your take on commodity supercycle specially in steel and copper stocks for 1 - 2 years time frame
ReplyDeleteWe are not going for complicated stocks related to finance or technology but our most of the stocks simply related to general consumption, basic / speciality chemicals and agri sector which are directly or indirectly related to commodity segment.
DeleteMaam, what is your opinion on Care Ratings? It's trading at a decade low PE, with potential to increase both revenues/profits and pe multiple in coming years
ReplyDeleteCARE has given false rating to IL&FS case, SEBI has taken strict action against the company with penalty upto 1 crore, market has lost the trust in this company after that stock unable to return back to past Glory
DeleteHi Rajiv sir, may God bless you for helping all of us, sir a long bull market is expected in commodity, do we have any such stock in our portfolio apart fm sunflag, any stock u can suggest to participate in this boom
ReplyDeleteWe are not going for complicated stocks related to finance or technology but our most of the stocks simply related to general consumption, basic / speciality chemicals and agri sector which are directly or indirectly related to commodity segment.
DeleteMadam,I need your guidance on Maithan alloys. Should I buy at current price
ReplyDeleteIt is good stock but I am not tracking it in recent past
DeleteDear madam, Your view on Jubilant Ingrevia for long-term?
ReplyDeleteSorry not tracking it
DeleteHi Sir,
ReplyDeletehad come across your video on you tube in IIT, though it quite old, cant express how i felt with you humble words, for me it is an eye opener on how to live life.
definitely will do all that i can to bring up the people who are in need of help.
Mere Thanks will not suffice on how i felt on that day. it has quite a lot to me.
Hello Madam,
ReplyDeleteDo you think KRBL is under valued, what is your views on its future
Thanks
Correction in stock price is due to involvement of management in chopper scam case otherwise there is no problem in this stock
DeleteDear Mam,
ReplyDeleteHappy Financial New Year..
In ur view, it is just a 3 yrs time for the scrip to perform or outperform...if at all the scrips returns back to its recommended price from its all time low, it is advisable to hold for better returns or to simply swap with no loss no gain...Need to take a call on TPL & NITIN SPINNERS...I got back the price but couldn't decide upon it.. please give me a clarity on it
Best regards
VST
1) If any script has given 100% return within 3 years and after booking the partial profit, only free of cost share left with us that we can continue to hold for long term.
Delete2) In other case like Nitin spinner where the script has not given us the desired return and we have waited for three years, now we have to take the decision to exit and reinvest.
No need to get emotionally attached with any stocks but need to take the decision professionally
Thanks for your reply Madam
DeleteBest Regards
VST
Madam, recently our government imposed for anti dumping duty for next 5 years on "flexible slapstick poly" which is using chemical for slab fixation. This may be good opportunity for indian chemicals industry. 5 years period is good for our chemical company. So suggest accordingly suitable multi bagger company for next 5 years. 🙏
ReplyDeleteSure, you will have similar stock
DeleteMadam, "Manali petro" only the company large producer the same product. Suggest any microcap or small cap company🙏
DeleteOk, it will be posted tomorrow evening.
DeleteHi Mam,
ReplyDeleteI have below stocks in FOC DNL
ADF OE DFL Avanti TIIL Jkagri
Missed to book profit and purchased new stocks
ABFRL
Shree pusk
Akshar
Asian energy
have secured money through FOC stocks to buy next recommendation. iam selling out KCP,Kesoram in loss as well selling TIIL on every rise as not much is happening either management is not keen revive the business. let me know my strategy is right
Yes, you can continue to hold all above stocks for further gain.
DeleteMam,Is Seya Industries good for long term?
ReplyDeleteYour opinion please.
Sorry not tracking it
DeleteMam how do u view Neuland labs? I am holding from 400 levels
ReplyDeleteGood, you can continue to hold
DeleteDear Ma’am,
ReplyDeleteWhy akshar chem not participating in rally? Also, no news of their ppt silica production start..
Please advise
Hello mam,
ReplyDeleteYour view on borisil renewable
Dear Maam, Apart from your recommendation which you will inform us today evening(Friday), could you please let us know of 1 or 2 stocks from your previous recommendations which we can add at current levels?
ReplyDeleteMadam, my average price on Ganesh Housing @59/-, it is continuously upper ckt and now @10%, can I exit or wait for multibagger from your recommended price. Please suggest accordingly suitable action. Thank you
ReplyDeleteDear Ma'am, can you please share your views on Adani Enterprises, PSP projects & Astec Lifesciences?
ReplyDelete