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, August 15, 2021
Happy Independence Day
Dear Blog Members,
Let’s salute to our great heroes, their sacrifice has given us great nation to be proud on it.
Happy Independence Day to all the Indian around the globe. On this day we salute all our Shaheeds, Defence forces and all well wisher who have and who are scarifying their lives for protecting and serving our country. May Gold bless us and our INDIA.
Mam - JK house is 45+ storied building. Few floors must be occupied by management but what about other floor. Is Raymond generating rental income from it ? It is one of the costliest patch of India hence was having this query how company is using excess area from JK house.
Can you please let us know your view about Sintex Plastic after the recent result. I don't have any issue in holding them as their current price is around 15% of my cost. It looks like there is a good chance of recovery. Thank you so much.
Never get too much emotional with stocks. Our strategy is very clear if any stock unable to give desired return then sell it after 3 years. If anybody is having low risk profile then put stop loss at 30% in case of severe market correction / specific stock correction.
If you think it can recover then keep holding without thinking. we should not lose peace of mind which is most important for us.
It depends on specific stock , some stock are still undervalued and some stocks are overvalued in every segment. Market will give better valuation to high growth stock
Dear Mam, My investment at TPL is at 55% profit. Pls do advise whether i can sell fully or book partial profits to buy Raymonds...or can i hold till bonus issue completes (Aug 20th). Thanks & Regards,
HI Mam, Am holding ABCapital for 11/2yrs with 85% profit. there's no momentum for 6months..Need ur insights whether to hold or Sell. Also, Give ur inputs reg Housing finance segment. is it a right time to enter. Wr Gajendrakumar
Madam, please suggest how i will get my bonus shares of Dhunseri tea. I have 200 qty of dhunseri tea since recommendation. On 6th Aug i sold 25 qty @350, new price after adjustment of bonus caliculation. In my HDFC DP account showing eligible 100 shares, but i got only 87. What is the procedures to get balance 13 shares. Thank you
Hi Rajeev Sir - The recent Mandate for Small cap, is that a big headwind for Raymonds?
Not sure why such stock is still languishing when the JD Towers value is easily greater than the entire market cap of Raymond's so FMCG, Engineering is coming just as bonus.
Are we too smart or do we not know what market knows? I thought market discounts all known information.
Madam, all are running to catch fiem, which is suplying Electric parts to ola Electric. Nobody put their vision magna Electro cating, which is providing cadting.
2. Can i sell AKSHERCHEM it is giving 80% return on 6 months or wat for next qtr results.
3. Can you expect any correction in next week due to US market and Afghanistan issue.
1. Claim if at all settled will fall under other gain items which might theoretically increase eps but want to know generally in such claim settled case will the market price consider it or just ignore?
2. If this quarter expenses were assumed to be high due to high raw material prices then why that won't be the case for remaining 3 quarters?
3. Assuming that delay happened in fire damage recovery due to covid then in coming quarterly results how much sales can be expected?
4. Current sale of 34 cr how can be related to capacity utilisation %?
5. If we assume answer above to be 30% What could be the obstacles for company to take it to 80% within this quarter only? Because everything is just favourable...
If anything else can be shared for additional learning purpose in terms of forecasting realistic sales it will help
In Q1 most of the business were affected due to covid lockdown for more than one month. In this condition any statistic will not give fair business trend. Need to wait at least for two normal quarters to see the actual business growth / recovery.
please share your views on Lotus Eye Care Hospital Ltd. I see lot of growth potential for their business RELAX SMILE. Is a new technology and monopoly in south india, specially in Kerala.
ReLEx SMILE (Refractive Lenticule Extraction, SMall Incision Lenticule Extraction) is a minimally invasive approach with advantage of 100% bladeless form of laser eye surgery which does not require the cornea to be ‘flapped’. SMILE is a relatively new refractive procedure designed to treat Myopia (Short sight) and Astigmatism. ReLEx SMILE is flapless, painless, bladeless procedure fully computer operated using a femtosecond laser. The ReLEx SMILE technique is performed using the highly precise advanced VisuMax femtosecond laser from Carl Zeiss AG, Germany. The SMILE procedure is the 3rd generation of laser vision correction after PRK and LASIK Eye Surgery.
Dear mam, Since starting there is no stock from IT and Pharma though they are defensive and delevering good returns.any specific readon behind this approach.
Hi Mam, i invested Aksharchem at your suggested price, currently i'm planning to invest in Daichi below 360. Some says that it is not advisable to invest in same sector (Chemical). Kindly share your thoughts on it.
Akshar chemical has already given 100% return. You can book partial profit and keep the free of cost shares for long term. Re invest in Dai Ichi or Raymond
Dear Mam Lets say if any stock gives 100% return within one year of investment then also we should book partial profit & keep free of cost stocks for long term or let complete investment runs for at least three year then do profit booking ?pls help to confirm
Now only 7 month left to end the current financial year. Company has given update in last con call that demerger process will be completed within this financial year.
Do you Track vinyl chemicals.It’s a pidilite group company.It is showing good growth from past many years in terms Income,profit,& dividend.With annual sales of 404cr and market cap of 300cr,with pidilite group name Isn’t value buy?
Madam, I have sold some shares which were transferred to my SBI DMAT account from my father's SBI DMAT account(Which is currently closed). I sold them at profit, do i need to pay LTCG on it.
Kindly note that the buying price is not being shown in DMAT account, as those are transferred shares.
Mam Coal india has divident yield of 11%, why is it not on Radar of everyone. Similarly, Mazagon Dock Shipbuilders mcap of 4500Cr has cash equivalent of 8000Cr, and is giving good divident still not on anyone's radar. Do you track these companies?
Dear mam, This is regarding Dai-Ichi. For one of the query you replied like dai-ichi can perform better than galaxy surfactants in futurue. But Galaxy has good client base(80% of house hold product in all categories).How dai can compete with galaxy. please clarify doubt. Is it right price to enter in dai-ichi. thanks in advance.
Stock performance doesn't mean that manufacturing same products. Galaxy Surfactants has given around 100% return since listing in Feb 2018. We expect better return then Galaxy within 3 years.
Madam, please throw some light on the present pledge percentage of Deepak fertiliser, is there any change in Q1 FY22. My purchase price @241 in march 21, can i sell 50% of holding if 100% profit and my percentage of holding in Deepak fertiliser is 9.3%. 🙏
You have bought already 136% above suggested price and allocation is less than 10%. Our profit booking and allocation guidelines works if both aspects are followed within given limits.
Dear Madam, Raymond is testing our patience. I am 100% sure and sleeping nicely because it will be the multibagger in the coming years just like other blog recommended stocks of the past. Example- Deepak Nitrate, Deepak Fertilizers, Nitin Spinners ADF foods etc etc... Please share your views on Gufic Biosciences if tracking. Thanks as always!!
Green energy is future of next billion year but there is no dark horse. Existing energy sector companies will lead the race by changing their product mix with time.
Madam, can i enter as a fresh buyer in any of the following scripts of your perior recommendations:
Pondy Oxides, manufacturer of Lead Metal and alloys used for automotive and industrial use has notched 322% higher Q1FY22 EPS of Rs 14.8. Based on the current going, POL is expected to post FY22 EPS of about Rs 45+. The share made an all-time high of Rs 779 on 24 Oct 2017 could fetch a decent gain of 50-60%. Buy.
Thirumalai Chemicals producing 15 chemicals including phthalic anhydride, maleic acid and fine chemicals exported to 34 countries has notched Q1FY22 EPS of Rs 6.4 against Rs 11.5 in FY21. Buy for 33% gain.
Talbros Engineering, a leading manufacturer of Axle Shafts for OEMs servicing Passenger Vehicles, Commercial Vehicle, Off-road and Tractor segments with four plants has reported 1000% higher Q1FY22 EPS of Rs 9.2 against FY21 EPS of Rs 21.2, which could lead to FY22 EPS of Rs 40+ . The share, which made a lifetime high of Rs 824 on 11 Oct 2017. Thank you
Hello Rajiv sir, good evening,holding 16k shares of Deepak fertilizer, divident received is rs 1,08,000, however it should be 120,000 ( 16000*7.5) pls guide
Madam ji, I am very thankful for your kind recommendations and continuous torch barer guidence without any profit.
My purchase price of Xpro india @56/- since recommendation, 50% sold @ 115 and 50% sold @ 265, now it is 400+. So please suggest any same field like Xpro india. Thank you
You will find many stock similar to Xpro but need similar patience to hold it for long term.
Very few investors are able hold Xpro India for six years. It was suggested @ Rs 30 in June 2015 and today closed at Rs 416. It is almost 1300% return and still long way to go.
Hi Madam, hope you are good. I am new to investing. I am a NRI. I have opened a demat and trading account using local saving Bank account in SBI. Is there any tax implication? .I don't want repatriable money to my foreign account. Should I open NRI demat account? Kindly help me to understand. Thanks Mam.
There is no extra tax implication for NRIs. Tax on capital gains for non-resident Indians (NRI) is similar to resident Indians @ 10% (Long term). You can open NRI demat account and start investing.
Hi, You need to have a PIMS account to trade as an NRI. There is no differential treatment for NRIs for tax purpose. However, if you are residing in USA, you must declare your foreign income while filing tax there. I am not aware of other countries though.
shall i sell some DN and buy some Raymond, invested 20% already in Raymond, since my allocation for DNL is quite high, i have around 70% of my PF value in DNL with current value.
is it wise to move few lakhs in Raymond where appreciation will quicker than DNL.
What if the initial allocation in 1 stock was 20% which went on to become 40% of the portfolio even after booking partial profit? Is it still not advisable to have high allocation (40%) in single stock like deepak nitrite which stil has long way to go? Kindly answer
Deepak Nitrite has already given more than 1000% return in last 2 year. Now we are expecting 15-20% consistent growth in business and return from the stock. It is also best in industry. The company is generating enough free cash flow to sustain this business growth easily.
hi mam, regarding xpro india, during covid in march 2020 it touched a low of 18, most of us would have lost patience and will to continue to hold to see it @18 after 5 years of holding,similar was the case for me in FSL i had bought it at 25 and sold it after 3 years for around 40, but did not have confidence to enter at 20 during covid.how can we develop that kind of conviction to get into something that comes down so low even after 5 year of holding,even if one would hold it for so long most of us would have exited as soon as we would see the price to come close to buying or little higher with the fear of getting stuck in it for another 4-5 years of no return. kindly advice how to handle such situations.
madam,I got 19000 shares of rain ind @150/-per share.Ida cyclone has done severe damage in southern Luciyana state where rain ind is operating five cpc plants.It is reported in the news paper that it will take two to three weeks to resume electricity.Two refineries which supply GPC to rain ind also said to have been damaged as result GPC prices are expected to raise .kindly explain present situation of the company and advise me in this regard
Hurricane and tornado are very common in coastal states of US. Florida , Alabama and Louisiana are most affected. Hurricane Ida has caused severe damage and it may take few weeks to restore the operation. It is part the business and company has faced similar situation in the past.
On investment front, damage caused by Hurricane Ida is temporary. Need to stick with your investment decision at least for 2-3 years.
In the market both conditions always exist, you will find some companies are overvalued and some are undervalued.
The company selection depends upon decision of individual investors, some will prefer overvalued companies and some will invest in undervalued companies.
Happy Teachers day and as always we are very thankful for your guidance and help
Mam..I have few shares like Technocraft,Nitin Spinner, Talbros,Deepak nitirite which I have sold 50% when it doubled.Now some of these shares have again given 200-300% return on my 50% holding.
How do you decide when to exit completely? Should we look at quarterly results and if results are flattening out and then exit completely?
If any company going to complete major expansion project in future then better to wait for it (at least 2-3 years after capex completion). For example Deepak Fertilizer is going to complete major capex in next 3 years.
If your investment has already grown x5 or x10 fold than you may book some partial profit again but avoid exiting completely from you best performing stocks.
Given regular disruption in automobile secotr (earlier low demand now chip shortage) I am looking to exit Talbros Auto and redploy amount in upcoming stock. Talbros share is only 5% of my portfolio. Please advise.
Happy Independence Day to all the Indian around the globe. On this day we salute all our Shaheeds, Defence forces and all well wisher who have and who are scarifying their lives for protecting and serving our country. May Gold bless us and our INDIA.
ReplyDeleteHappy Independence day
ReplyDeleteHappy independence day to all blog members
ReplyDeleteHappy independence day to all the blog team and blog members.
ReplyDeleteHappy Independence Day to you mam & all blog members.
ReplyDeleteJai Hind
Wish you all Happy independence day...
ReplyDeleteIndia is great.
God bless India and everyone.
Happy Independence day to Dolly Mam and all blog members
ReplyDeleteHappy Independence Day to all of us! Thank you for helping us achieve Financial Independence!
ReplyDeleteJai Hind!
Happy independence day
ReplyDelete🇮🇳🇮🇳🇮🇳Happy Independence Day🇮🇳🇮🇳🇮🇳
ReplyDelete75 th happy independence day to all blog readres.
ReplyDeleteHappy Independence day to you to mam and everyone else.
ReplyDeleteMam, I would like to know your views on IDFC First bank for long term (20+ years)
Sorry not tracking it.
DeleteHappy independence day, madam ur opinion on Gokul Agro and Likhita Infrastructure please Thanks in Advance
ReplyDeleteSorry not tracking any of these stocks.
DeleteLikitha is a good one
DeleteHappy independence day to all our blog members.🙏
ReplyDeleteHappy independence day one and all. 🇮🇳🇮🇳🇮🇳
ReplyDeleteHappy independence day
ReplyDeleteHappy independence day to dear Sir& Mam and to blog members
ReplyDeleteHappy Independence Day to you Ma'am and to all our blog members.
ReplyDeleteHappy Independence Day to you too ma'am.
ReplyDeleteHappy Independence day to all
ReplyDeleteHappy independence day,
ReplyDeleteHappy independence day mam
ReplyDeleteWant to know about Tata power,trident limited, itc limited ,Raymond and hemisphere properties
Sorry not tracking these stocks. You can find the detail about Raymond in previous post
DeleteMam - JK house is 45+ storied building.
ReplyDeleteFew floors must be occupied by management but what about other floor.
Is Raymond generating rental income from it ?
It is one of the costliest patch of India hence was having this query how company is using excess area from JK house.
Now you are shareholder of the company, better to visit in the building and have a look and get the all details
DeleteHappy Independence day to mam and blog members
ReplyDeleteHappy Independence Day! Jai Hind🙏🏼
ReplyDeleteCan you please let us know your view about Sintex Plastic after the recent result. I don't have any issue in holding them as their current price is around 15% of my cost. It looks like there is a good chance of recovery. Thank you so much.
ReplyDeleteNever get too much emotional with stocks. Our strategy is very clear if any stock unable to give desired return then sell it after 3 years. If anybody is having low risk profile then put stop loss at 30% in case of severe market correction / specific stock correction.
DeleteIf you think it can recover then keep holding without thinking. we should not lose peace of mind which is most important for us.
Happy Independence day.
ReplyDeleteHope India grows well.
Dolly Mam and Rajiv Sir, Stay healthy & safe.
Hi Mam,
ReplyDeleteHappy 75th Independence Day!!!
Your view on Asian energy Q2 result, they have shown a tremendous profit of around 21 crore for Q2.
Yes, company has posted very good result for Q1 and we expect to improve further in coming quarters
DeleteMadam any stocks suggestion?
ReplyDeleteWe will go for next stock in the month of October
DeleteMaam can we buy Daichi karkaria in case it moves down to around 320-330
ReplyDeleteYes you can add
DeleteDear Mam, Ur view on Dai-ichi results? Also, pls do share ur insights on Bodal Chemicals at CMP
ReplyDeleteQ1 Result is below expectation and we expect to improve in coming quarters . Not tracking other stock.
DeleteHi Mam,
ReplyDeleteYour thoughts on Small and Mid cap valuation, because most of the analysist are saying that they are under higher valuation.
It depends on specific stock , some stock are still undervalued and some stocks are overvalued in every segment. Market will give better valuation to high growth stock
DeleteDear Mam, My investment at TPL is at 55% profit. Pls do advise whether i can sell fully or book partial profits to buy Raymonds...or can i hold till bonus issue completes (Aug 20th).
ReplyDeleteThanks & Regards,
Gajendrakumar
Yes you can keep it holding and exit gradually in coming quarters
DeleteHpy Independence day
ReplyDeleteHpy Independence day
ReplyDeleteViews on trident,Tata power and itc limited
ReplyDeleteSorry not tracking these stocks
DeleteHI Mam, Am holding ABCapital for 11/2yrs with 85% profit. there's no momentum for 6months..Need ur insights whether to hold or Sell.
ReplyDeleteAlso, Give ur inputs reg Housing finance segment. is it a right time to enter.
Wr
Gajendrakumar
Sorry not tracking it
DeleteDolly Mam,
ReplyDeleteWhen is the next new stock going to be announced.? Thanks.
We will go for next stock in the month of October
DeleteHas anyone got bonus shares of dtil
ReplyDeleteMadam can you please help to understand this process of bonus shares
If you have 100 shares of DTIL then you will get 50 share as a bonus. It means that total you have 150 share
DeleteMadam, please suggest how i will get my bonus shares of Dhunseri tea.
ReplyDeleteI have 200 qty of dhunseri tea since recommendation. On 6th Aug i sold 25 qty @350, new price after adjustment of bonus caliculation.
In my HDFC DP account showing eligible 100 shares, but i got only 87. What is the procedures to get balance 13 shares. Thank you
1 bonus share for every 2 share held on record date
DeleteHi Rajeev Sir - The recent Mandate for Small cap, is that a big headwind for Raymonds?
ReplyDeleteNot sure why such stock is still languishing when the JD Towers value is easily greater than the entire market cap of Raymond's so FMCG, Engineering is coming just as bonus.
Are we too smart or do we not know what market knows? I thought market discounts all known information.
From where this big headwind came? Just buy it and hold with patience for next 2-3 years.
DeleteIt is common feeling among the investors that stock must go up immediately after buying.
What do you think of Granules and Glenmark Life sciences? Or do you not track API businessess at all?
ReplyDeleteSorry not tracking these stocks
DeleteHappy independence day to mam and all blog members
ReplyDeleteDolly Mam,
ReplyDeleteWhen is the next new stock going to be announced.? Thanks.
We will go for next stock in the month of October
DeleteMam among you suggested share can you plz tell which shares are still undervalued to buy at cmp plz
ReplyDeleteWe have now only two stocks in buying range Magna Electro Castings and Raymond.
DeleteMam,your views on meghmani organics & finechem.Both companies results are also seems to be good.Can
ReplyDeleteit be hold for 1 to 2 years?
Sorry not tracking these stock from last few quarters.
DeleteMadam, all are running to catch fiem, which is suplying Electric parts to ola Electric. Nobody put their vision magna Electro cating, which is providing cadting.
ReplyDelete2. Can i sell AKSHERCHEM it is giving 80% return on 6 months or wat for next qtr results.
3. Can you expect any correction in next week due to US market and Afghanistan issue.
Not Tracking feim
DeleteNeed to book profit around 100% and keep free of cost shares for long term
No
Dai-ichi...
ReplyDelete1. Claim if at all settled will fall under other gain items which might theoretically increase eps but want to know generally in such claim settled case will the market price consider it or just ignore?
2. If this quarter expenses were assumed to be high due to high raw material prices then why that won't be the case for remaining 3 quarters?
3. Assuming that delay happened in fire damage recovery due to covid then in coming quarterly results how much sales can be expected?
4. Current sale of 34 cr how can be related to capacity utilisation %?
5. If we assume answer above to be 30% What could be the obstacles for company to take it to 80% within this quarter only? Because everything is just favourable...
If anything else can be shared for additional learning purpose in terms of forecasting realistic sales it will help
Take care
In Q1 most of the business were affected due to covid lockdown for more than one month. In this condition any statistic will not give fair business trend. Need to wait at least for two normal quarters to see the actual business growth / recovery.
DeleteDear Mam
ReplyDeleteDai-lchi karkaria Ltd & Deepak Spinner stocks have corrected. Can we buy them at current level ?
Dai-lchi karkaria Ltd price = 386.75RS per share
Deepak Spinner price =285.30 per share
Pls confirm
Nitin recommended at 114. Most of us should have this from 114 or below. Most of us having FOC shares
DeleteIn case of further correction you can buy Dai-Ichi below Rs 365
DeleteMaam request your suggestion on regular read if any for identifying good businesses.Thank you
ReplyDeleteYou can read all business newspapers / magazines for latest economic updates.
DeleteDear Mam
DeletePlease suggest some good business newspapers / magazines which can be studied regularly to remain updated with latest economics updates.
Reading monycontrol.com but didnt find much useful.
Dai chi coming in buying range? Should we go for allocation. Have not take any exposure as of now.
ReplyDeleteNo change in previous view
Deletedear Ma'am
ReplyDeleteplease share your views on Lotus Eye Care Hospital Ltd. I see lot of growth potential for their business RELAX SMILE. Is a new technology and monopoly in south india, specially in Kerala.
ReLEx SMILE (Refractive Lenticule Extraction, SMall Incision Lenticule Extraction) is a minimally invasive approach with advantage of 100% bladeless form of laser eye surgery which does not require the cornea to be ‘flapped’. SMILE is a relatively new refractive procedure designed to treat Myopia (Short sight) and Astigmatism. ReLEx SMILE is flapless, painless, bladeless procedure fully computer operated using a femtosecond laser. The ReLEx SMILE technique is performed using the highly precise advanced VisuMax femtosecond laser from Carl Zeiss AG, Germany. The SMILE procedure is the 3rd generation of laser vision correction after PRK and LASIK Eye Surgery.
Sorry not tracing Lotus Eye
Deletedear Ma'am
ReplyDeletetoday i added some shares of Raymond @ 405/-
Greetings of the day, Respected madam your views on Coromandel international, if you are tracking it, Thanks.My purchase price is 845.
ReplyDeleteSorry not tracking it
DeleteDear mam,
ReplyDeleteSince starting there is no stock from IT and Pharma though they are defensive and delevering good returns.any specific readon behind this approach.
We will cover some new sectors in coming months.
DeleteMam,Namaskar pls share Ur view on Hindcopper and vedanta.Tnks
ReplyDeleteSorry not tracking these stock
DeleteRespected madam your views on Shemaroo entertainment,I purchased on 125.any view
ReplyDeleteIt is good stock but you have bought on higher side. Need to stick with investment decision for at least 2-3 years. Prefer blog suggested stocks.
DeleteHi Mam,
ReplyDeletei invested Aksharchem at your suggested price, currently i'm planning to invest in Daichi below 360. Some says that it is not advisable to invest in same sector (Chemical). Kindly share your thoughts on it.
Akshar chemical has already given 100% return. You can book partial profit and keep the free of cost shares for long term. Re invest in Dai Ichi or Raymond
DeleteDear Mam
DeleteLets say if any stock gives 100% return within one year of investment then also we should book partial profit & keep free of cost stocks for long term or let complete investment runs for at least three year then do profit booking ?pls help to confirm
Yes, need to book partial profit at 100% return anytime even within one month or one year.
DeleteOk thanks..Got it
DeleteBought 1000@397 today…now got 4000@430/- average price..I hope it’s a great price ma’am thanks
ReplyDeleteYes you have done the best deal
Deletemam I have Neuland labs in portfolio, should I swap it with Raymond or should hold as it is?
ReplyDeleteAlways need to stick with your investment decision at least for 2 to 3 years
DeleteMam request your views on Jindal stainless steel hisar
ReplyDeleteSorry not tracking it
DeleteIs hsil And Shil is in buying range. Kindly suggest
ReplyDeleteSorry not tracking it
DeleteMadam does Bharat gears still a buy? Last quarter results was great!
ReplyDeleteIt is not advisable to buy any stock after completion of 3 year or it get reposted on the blog.
DeleteDear Mam,I am your obedient follower. Any update on development of Raymond NCLT approval? Approx timeframe please.
ReplyDeleteNow only 7 month left to end the current financial year. Company has given update in last con call that demerger process will be completed within this financial year.
DeleteAny good companies which we can accumulate after decent correction in mid and small caps?
ReplyDeleteRaymond, Magna Electro
DeleteThank you Madam
ReplyDeletePlease throw some light on Diamines chemicals for new entry for longterm holding. Thank you
ReplyDeleteSorry not tracking it
DeleteGood evening Mam. Is there any possibility to listing of Deepak Phenolics Ltd in future ?
ReplyDeleteThere is no such update given by company management but we can expect it in the long-run.
DeleteHello ma'am,
ReplyDeleteIn Sunflag iron 2021 annual report they have mentioned completion of expansion for special alloys but very less info is available about this company.
How much revenue & profit CAGR growth can be expected for next 2-3 years?
I am invested in Sunflag from 42 and planning to hold for 2-3 yrs more based on growth.
Thanks for your valuable guidance.
You can find the detailed report on project in below given links. Company has already updated only information on stock exchanges
Deletehttps://sunflagsteel.com › Hal...PDF
Half Yearly Compliance Report Oct 19 - Mar-20 - Sunflag Steel
Hi Mam,
ReplyDeleteDo you Track vinyl chemicals.It’s a pidilite group company.It is showing good growth from past many years in terms Income,profit,& dividend.With annual sales of 404cr and market cap of 300cr,with pidilite group name Isn’t value buy?
Sorry not tracking it
DeleteMadam, I have sold some shares which were transferred to my SBI DMAT account from my father's SBI DMAT account(Which is currently closed). I sold them at profit, do i need to pay LTCG on it.
ReplyDeleteKindly note that the buying price is not being shown in DMAT account, as those are transferred shares.
Please help me.
Yes you have to file income tax if your income is above exemption limit. You may hire some chartered accountant services at nominal cost.
DeleteShould we still hold raymonds after almost 15% fall for long term? What should be stop loss??
ReplyDeleteBetter to exit if you are not willing to take market risk. From last few weeks small and Mid Cap stocks have corrected 10-15%
DeleteThere is significant risk in equity investment so better to evaluate your risk profile then invest in equities.
Mam, what would be the stop loss for Raymond in case of further correction from cmp (395)?
ReplyDeleteNew investor with low risk profile can use stop loss at 30%. For matured investors there is no stop loss
DeleteMam Coal india has divident yield of 11%, why is it not on Radar of everyone.
ReplyDeleteSimilarly, Mazagon Dock Shipbuilders mcap of 4500Cr has cash equivalent of 8000Cr, and is giving good divident still not on anyone's radar. Do you track these companies?
Coal india has eroded the maximum wealth of investors. After 10 years it is still trading almost 50% discount to IPO price.
DeleteNot tracking any of these companies.
Mam,can Amara raja batteries is worth buying at cmp if not please tell at price we can buy that please reply
ReplyDeleteSorry not tracking it
DeleteDear mam,
ReplyDeleteThis is regarding Dai-Ichi. For one of the query you replied like dai-ichi can perform better than galaxy surfactants in futurue. But Galaxy has good client base(80% of house hold product in all categories).How dai can compete with galaxy. please clarify doubt. Is it right price to enter in dai-ichi. thanks in advance.
Stock performance doesn't mean that manufacturing same products. Galaxy Surfactants has given around 100% return since listing in Feb 2018. We expect better return then Galaxy within 3 years.
DeleteMadam, please throw some light on the present pledge percentage of Deepak fertiliser, is there any change in Q1 FY22. My purchase price @241 in march 21, can i sell 50% of holding if 100% profit and my percentage of holding in Deepak fertiliser is 9.3%. 🙏
ReplyDeleteAll the detail about pledge is already updated by company on page # 10 in below recent presentation.
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachHis/eba7c40c-3644-49ad-ac71-71b5e4a60bce.pdf
You have bought already 136% above suggested price and allocation is less than 10%. Our profit booking and allocation guidelines works if both aspects are followed within given limits.
Dear Madam, Raymond is testing our patience. I am 100% sure and sleeping nicely because it will be the multibagger in the coming years just like other blog recommended stocks of the past. Example- Deepak Nitrate, Deepak Fertilizers, Nitin Spinners ADF foods etc etc...
ReplyDeletePlease share your views on Gufic Biosciences if tracking. Thanks as always!!
Raymond was suggested only in last month (July 2021), still long way to go.
DeleteSorry not tracking Gufic Biosciences
Could you please share your view on ITC
ReplyDeleteSorry not tracking it
DeleteGood evening mam
ReplyDeleteI am holding Raymond peacefully and confident that it will give good returns.
Kindly give some lights on
RPP infra
Sorry not tracking RPP infra
DeleteHello ma'am.
ReplyDeleteOutlook of textile sector looks promising.?
Any shares if you could recommend
Raymond
Deletehttps://dolly-bestpicks.blogspot.com/2021/07/raymond-limited-complete-man.html
Can rswm and Nitin spinners be bought at camp.
ReplyDeletePls advise.
Thanks
Not advisable to buy at cmp
DeleteHello ma'am.
ReplyDeleteHolding tci and tci express.
Your views for both.
Both are good, you can continue to hold free of cost shares for long term.
DeleteMam pls help to confirm outlook of green energy space for next 2 yrs and any dark horse stock in this sector
ReplyDeleteGreen energy is future of next billion year but there is no dark horse. Existing energy sector companies will lead the race by changing their product mix with time.
DeleteMadam, can i enter as a fresh buyer in any of the following scripts of your perior recommendations:
ReplyDeletePondy Oxides, manufacturer of Lead Metal and alloys used for automotive and industrial use has notched 322% higher Q1FY22 EPS of Rs 14.8. Based on the current going, POL is expected to post FY22 EPS of about Rs 45+. The share made an all-time high of Rs 779 on 24 Oct 2017 could fetch a decent gain of 50-60%. Buy.
Thirumalai Chemicals producing 15 chemicals including phthalic anhydride, maleic acid and fine chemicals exported to 34 countries has notched Q1FY22 EPS of Rs 6.4 against Rs 11.5 in FY21. Buy for 33% gain.
Talbros Engineering, a leading manufacturer of Axle Shafts for OEMs servicing Passenger Vehicles, Commercial Vehicle, Off-road and Tractor segments with four plants has reported 1000% higher Q1FY22 EPS of Rs 9.2 against FY21 EPS of Rs 21.2, which could lead to FY22 EPS of Rs 40+ . The share, which made a lifetime high of Rs 824 on 11 Oct 2017. Thank you
It is not advisable to buy the past stocks until re-suggested on the blog.
Deletehttps://dolly-bestpicks.blogspot.com/2021/01/investment-summary-past-performance-and.html
Magna electro share price not reflecting on exchange?
ReplyDeleteIt may be some technical issue in website.
DeleteHello Rajiv sir, good evening,holding 16k shares of Deepak fertilizer, divident received is rs 1,08,000, however it should be 120,000 ( 16000*7.5) pls guide
ReplyDeleteAs per section 194 - The rate of TDS is 10 % and threshold limit is Rs 5000 for dividend paid other than cash only for Resident Individual.
DeleteMadam ji, I am very thankful for your kind recommendations and continuous torch barer guidence without any profit.
ReplyDeleteMy purchase price of Xpro india @56/- since recommendation, 50% sold @ 115 and 50% sold @ 265, now it is 400+. So please suggest any same field like Xpro india. Thank you
You will find many stock similar to Xpro but need similar patience to hold it for long term.
DeleteVery few investors are able hold Xpro India for six years. It was suggested @ Rs 30 in June 2015 and today closed at Rs 416. It is almost 1300% return and still long way to go.
Mam ji, deepak nitrite is 9lakhs for me from 90,000, i never thought this can happen.
ReplyDeleteShould i take 2-3lakhs out of DN and put in raymond?
Yes you can move some amount in Raymond.
DeleteHi Madam, hope you are good. I am new to investing. I am a NRI. I have opened a demat and trading account using local saving Bank account in SBI. Is there any tax implication? .I don't want repatriable money to my foreign account. Should I open NRI demat account? Kindly help me to understand. Thanks Mam.
ReplyDeleteThere is no extra tax implication for NRIs. Tax on capital gains for non-resident Indians (NRI) is similar to resident Indians @ 10% (Long term). You can open NRI demat account and start investing.
DeleteHi, You need to have a PIMS account to trade as an NRI. There is no differential treatment for NRIs for tax purpose. However, if you are residing in USA, you must declare your foreign income while filing tax there. I am not aware of other countries though.
DeleteHi Mam,
ReplyDeleteYour view on Zee Limited, can we buy at current market price.
Sorry not tracking it
DeleteMam, please give your view on HDFC life.
ReplyDeleteSorry not tracking it
DeleteDear mam how many stocks maximum we can we in our portfolio
ReplyDeleteInvestment in 6-7 stocks with 10-20% allocation is ok
DeleteLater on after partial profit booking, you can expand your portfolio with free of cost stocks. You can keep as many stock as you want.
Please throw some light on the following.
ReplyDelete1. Allied digital servises for new entry for longterm.
2. Exide industries latest developments of entering into lithium battery manufacturing and exit from insurance businesses.
3. HDFC life for longterm after bought exide life.
Thank you
Sorry not tracking any of these stocks
DeleteHello Madam,
ReplyDeleteWhat is Ur view on sarda energy , welspun corp and Godavari power and ispat
Sorry not tracking any of these stocks
DeleteHi Mam,
ReplyDeleteshall i sell some DN and buy some Raymond, invested 20% already in Raymond, since my allocation for DNL is quite high, i have around 70% of my PF value in DNL with current value.
is it wise to move few lakhs in Raymond where appreciation will quicker than DNL.
It is not advisable to give more than 20% allocation in single stock.
DeleteYou can wait for few weeks, next stock will be posted in the month of October.
Hello Mam,
DeleteWhat if the initial allocation in 1 stock was 20% which went on to become 40% of the portfolio even after booking partial profit? Is it still not advisable to have high allocation (40%) in single stock like deepak nitrite which stil has long way to go? Kindly answer
Mam your views on this article please. https://finshots.in/markets/what-is-up-with-deepak-nitrite/
ReplyDeleteDeepak Nitrite has already given more than 1000% return in last 2 year. Now we are expecting 15-20% consistent growth in business and return from the stock. It is also best in industry. The company is generating enough free cash flow to sustain this business growth easily.
DeleteRespected mam
ReplyDeleteYour valuable comment on varroc Ltd ?
Sorry not tracking it
Deletehi mam, regarding xpro india, during covid in march 2020 it touched a low of 18, most of us would have lost patience and will to continue to hold to see it @18 after 5 years of holding,similar was the case for me in FSL i had bought it at 25 and sold it after 3 years for around 40, but did not have confidence to enter at 20 during covid.how can we develop that kind of conviction to get into something that comes down so low even after 5 year of holding,even if one would hold it for so long most of us would have exited as soon as we would see the price to come close to buying or little higher with the fear of getting stuck in it for another 4-5 years of no return. kindly advice how to handle such situations.
ReplyDeleteXpro India has given 100% return within 3 month. Keeping free of cost shares for long term is completely risk free and no-brainer.
Deletemadam,I got 19000 shares of rain ind @150/-per share.Ida cyclone has done severe damage in southern Luciyana state where rain ind is operating five cpc plants.It is reported in the news paper that it will take two to three weeks to resume electricity.Two refineries which supply GPC to rain ind also said to have been damaged as result GPC prices are expected to raise .kindly explain present situation of the company and advise me in this regard
ReplyDelete
DeleteHurricane and tornado are very common in coastal states of US. Florida , Alabama and Louisiana are most affected. Hurricane Ida has caused severe damage and it may take few weeks to restore the operation. It is part the business and company has faced similar situation in the past.
On investment front, damage caused by Hurricane Ida is temporary. Need to stick with your investment decision at least for 2-3 years.
Dear ma'am, Happy teacher's day, you are our teacher. Thanks for your guidancem
ReplyDeleteWish you mam and sir both happiest teachers day ever...
ReplyDeleteWords are not enough to express what you both have tought me till today.
God bless you forever and just take care.
Respected ma'am
ReplyDeleteDo you think chemical companies are in over valuation zone considering next 2-3 years opportunity?
What if chemical commodity boom cools off?
In the market both conditions always exist, you will find some companies are overvalued and some are undervalued.
DeleteThe company selection depends upon decision of individual investors, some will prefer overvalued companies and some will invest in undervalued companies.
Dear madam,
ReplyDeleteHappy Teachers Day.
K Harish Kumar
Rajiv sir, what would be the allocation % of next stock
ReplyDeleteStock is not yet finalised, We will decide % allocation after finalising the stock 7-10 days before posting it on the blog.
DeleteMam, In investing stocks, is averaging up or averaging down good?
ReplyDeleteAlmost 90% investors are averaging in hope to make up their losses in any stock.
DeleteGenerally they sell good growing / profit making stocks to average the loss making / non performing stocks.
They average the stocks not due to the performance or business growth possibilities but only due to low price and their portfolio showing loss.
Ultimately this habit end in big mess of entire portfolio and left only with loss making / non performing stocks.
Dear Sir/Madam, Wishing you a happy teachers day. Have a great year ahead!
ReplyDeleteVery happy Teachers day
ReplyDeleteGood evening mam, you are the gurus in stock market for us i. E new investors. Thanks lot for your guidance mam. Happy teachers day mam and rajiv sir
ReplyDeleteHappy Teachers day and as always we are very thankful for your guidance and help
ReplyDeleteMam..I have few shares like Technocraft,Nitin Spinner, Talbros,Deepak nitirite which I have sold 50% when it doubled.Now some of these shares have again given 200-300% return on my 50% holding.
How do you decide when to exit completely?
Should we look at quarterly results and if results are flattening out and then exit completely?
Kindly share your thoughts and thanks in advance
Better to review the results on yearly basis.
DeleteIf any company going to complete major expansion project in future then better to wait for it (at least 2-3 years after capex completion). For example Deepak Fertilizer is going to complete major capex in next 3 years.
If your investment has already grown x5 or x10 fold than you may book some partial profit again but avoid exiting completely from you best performing stocks.
HI Mam,
ReplyDeleteGiven regular disruption in automobile secotr (earlier low demand now chip shortage) I am looking to exit Talbros Auto and redploy amount in upcoming stock. Talbros share is only 5% of my portfolio. Please advise.
You can reinvest it.
DeleteDear mam..if i wat to invest one among akshra chemical and dai ichi..whis is better option..is dai ichi also done capex?
ReplyDeleteHi Mam,
ReplyDeleteCan inputs can give for Ganesh Housing in terms of performance for upcoming quarters?
Maam would it be useful to avail paid subscription of screener.in. for indept analysis
ReplyDelete