Investment guide to new investors. Disclaimer : Investment in equities is subjected to significant risk. Need to read and follow the SEBI guidelines under 'Combined Risk Disclosure Document' before taking any decision to invest in equities. This blog contains only my personal view about market and equities. Any investment decision should be taken with your own analysis and risk.
Happy Vijayadashami to you madam, Maa Durga will bless you with , knowledge,good health and prosperity. เคเคชเคे เคीเคตเคจ เคฎें เคนเคฎेเคถा เคुเคถเคนाเคฒी เคฐเคนे , เคเคช เคธเคชเคฐिเคตाเคฐ เคธ्เคตเคธ्เคฅ เคเคตเคฎ เคฎंเคเคฒเคฎเคฏ เคฐเคนे ।
It is inline with market correction, several Pharma stocks are trading near 52 week low https://www.moneycontrol.com/stocks/marketinfo/off_lows/nse/index_0_1.html
Willing to invest in gls but no fund available however have some foc Raymond. Assuming festival and marriage season coming in next couple of quarters it will hopefully trade around 1500-2000. So holding foc Raymond for another couple of quarters and then book profit and let the gls opportunity miss.... How should be the approach?
Dear Madam, Seasonal Greetings! Iam holding Nitin Spinners FoC stocks....Can we expect any near-mid term growth in price or we can book partially to add GLS or Lykis.
Maam - 1. Holding few- 2K Qty of Suzlon at 3 Rs. Kindly suggest if i can apply for Right issue at Rs5. 2. The United States is stockpiling medications for Nuclear radiation sickness with on going Russian Nuke Treat on Ukraine. Is there any listed Drug company in India that can produce Similar drugs which will be benefited ? https://aspr.hhs.gov/newsroom/Pages/ARS-Oct2022.aspx#:~:text=To%20reduce%20radiation%2Dinduced%20bleeding,resulting%20in%20low%20platelet%20counts.
Madam i want to invest 5 stocks in SIP mode for next one year,i already invested in blog stocks could you pls advice some stocks, expected rate of return 20 percent Thanks in advance
Good morning madam, what's your views on SME companies. If you tracking any SME companies, please suggest any good business which are in buying price. If you don't like SME companies please share why you don't like/track
DFPCL Deepak Fert. Article in Business Line dt 10-10-2022. The Growth Equation. Moving beyond the commodity play. Gaining momentum. Transforming to move up the value chain and provide speciality solutions... 2000 crore TAN project in Odisha & Top 3 Global in TAN in Dec-2024. Big Bang Capex. Those who read today will NEVER SELL this before Dec-2024.
Respected madam..Some stocks like Deepak nitrite and Jubilant ingrevia are master stroke stocks ...
I have not sold single share in Deepak nitrite.. Same think i will do in jubilant ingrevia.. Ingrevia will run same as Deepak nitrite..its my strong feeling.. Really happy and satisfied to own such stocks..thankyou...madam..๐๐
Rajashankar,Thanks for sharing useful information .How did you find more details about jubilant ingrevia?..Could you please guide from where to read about it.
Madam has taught this already.. I am going to repeat it.. Managment with good corporate governance, addressable market with demand for produtcs, china+1 , projects...
ok thanks. Rajashankar from which online resources/link do you read about all this?pls guide us. I want to read about but not aware about the resources to follow
Dear friends..we all are students in same class, madam is the only great & exceptional teacher in group..
Madam's Expertise is incredible.. The level of knowledge is exceptional I can feel the quality of stocks, madam is picking for us.. I changed my way of thinking when started to study the blog..
I bet Every fund manager will fail in front of madam.. Thanku madam for imparting knowledge for us...๐๐๐๐
Madam what is your opinion on Olectra Greentech, no. 1 EV bus manufacturer in india, Niti Ayog is targeting 40% of the bus will be electric one by 2030 and current EV bus is only 0.4% so almost 100 times growth oppurtunity is there and as a company with 45%market share how do you see this stock after 10 years Thanks
Mam, Read & heard (fund managers) were saying there will be boom in manufacturing/industries sector .Does Magna Electro casting & SNL bearing shares cover/falls under manufacturing/industries areas?Any other stock suggested by you falls under that category ?pls confirm
Hi maam, do you track HG infra ? If yes,then can one enter at cmp? is at low pe of 10 and has been going up in eps and sales in the last 3 yrs.pls advice.
Hi Madam, When i was Buying Lykis as suggested by you in ICICIdirect it displayed a warning that the company reported losses for 3 consecutive years . So my worry is whether the company will turn around in coming years and make the stock profitable for us.?
Never buy any stock if you are not fully confident. Generally we pick the similar companies with fair possibilities to make good turnaround. Investment in equities is subjected to significant risk and it is integral part of this business.
Thanks Madam, I am not doubting your Pick but just to be confident from my side, i wanted a Response form you thats it. Just wanted to know whats your view in future in 3 years
Dear Sir and Mam, I am still holding pennar @ 27 and averaged to this price during covid fall. It has a healthy order book and bagged a large order of 1100+ cr few days back. CMP is 56 Is it good to hold and will you consider recommending again as orders r increasing .you views pl. Thsnks and rgds
Hi Mam,Which newspaper/magazine's do you read to remain updated about the stock market ?Whereby we can get details about current holdings of portfolio & future trends coming in market? I am trying to spend time in reading about unable to identify the right source. It would be great if you can guide .
Kindly share your views on Meghmani fine chem and Meghmani organics.i have free of cost shares. My buying price was 56 before demerger. Do you see further upside in these two shares based on the future plans of management. Other wise sell those sgares and invest in your last 3 recommeded shares
Thanks for recommending Deepak Firtilizer... it's almost 10x now! I think it will go further once the TAN and Ammonia plan will be completed n fully functional by 2024. What is your view for the next 3 years from now? Will it follow the same pattern like Deepak nitrite?
1) Company has posted continuous losses for several years which are can be adjusted against future income. 2) It is normal when business expanded in new market
Madam Lykis posted excellent results, one doubt do they have a manufacturing facility of their own or just branding with local products, headcount cost is so low thats why the doubt arise Thanks
Company has own manufacturing facility and contract manufacturing. Most of the FMCG companies have management and quality control staff. Rest of the manpower are on contract basis.
Hello Ma'am. Happy Diwali wishes to you. I got stuck with LIC stock which entered during IPO with max slots. Continuously it is going down and at 33% loss now. Should I exit with loss or is it worth waiting to get out of it with breakeven? any chance of coming back to 900+ again? Please help me with your advise Ma'am.
Hi Mam,How is the result of Magna Electro casting ? Revenue is highest ever & PAT is up on YoY as well as QoQ basis ? How market will interpret the result ? Will market going to consider this as good result ?
Happy Dussehra ma'am.
ReplyDeleteHappy Dussehra to you and your family members Mam . Thanks for your help for all the bloggers.
ReplyDeleteDear Mam and members, wish you and your family a happy, healthy and prosperous Dussehra!!
ReplyDeleteRajesh T
ReplyDeleteMam Happy Dussehra to you and your family members!!
ReplyDeleteHi Mam,Being our guru and guide, kindly accept pranam on the auspicious occassion of Vijayadashami.
ReplyDeleteHappy Dussehra madam and to all blog members
ReplyDeleteThank you very much Respected Dollyji.May Shri Durga Matha bless you and your family.
ReplyDeleteWe wish you and all family happy Dusshera/ Vijayadasami.๐
ReplyDeleteWish u happy dasara to you and your family mam.
ReplyDeleteThanks You Mam.
ReplyDeleteMay Goddess Durga grant all your wishes and bless you and your family with good health, success and happiness.
Happy Dussehra 2022!
Dear Maam, Happy Dussehra to you and your family. May god bless you and fulfill all your wishes. Happy Dussehra to all blog members.
ReplyDeleteHappy Vijayadashami to you madam, Maa Durga will bless you with , knowledge,good health and prosperity. เคเคชเคे เคीเคตเคจ เคฎें เคนเคฎेเคถा เคुเคถเคนाเคฒी เคฐเคนे , เคเคช เคธเคชเคฐिเคตाเคฐ เคธ्เคตเคธ्เคฅ เคเคตเคฎ เคฎंเคเคฒเคฎเคฏ เคฐเคนे ।
ReplyDeleteHappy dashera to everyone...
ReplyDeleteTake care
Happy Dussehra madam. Can I enter daich karkaria at this price?
ReplyDeleteThank you
Yes
DeleteHappy Dussehra our teacher๐๐
ReplyDeleteHappy Dussehra to all blog members
ReplyDeleteHappy Dusshera Mam
ReplyDeleteHappy Dussehra to you and your family madam
ReplyDeleteMadam which sector is going to perform very well in next 12 months according to you....
ReplyDeleteAlmost every sector will perform
DeleteHappy Dussehra mam
ReplyDeleteHappy Dussehra Ma'am
ReplyDeleteHappy Dussera to Rajiv Sir and Mam
ReplyDeleteHappy Dushehra Madam,
ReplyDeleteLykis and GLS are underperforming the markets, any reason if you are aware.
Thank you.
It is inline with market correction, several Pharma stocks are trading near 52 week low
Deletehttps://www.moneycontrol.com/stocks/marketinfo/off_lows/nse/index_0_1.html
Happy Vijyadashmi Madam
ReplyDeleteHappy Vijayadashmi madam and all the blog members
ReplyDeleteGLS: MP 375 (RP: 438)
ReplyDeleteLykis: MP 38.40 (RP: 42)
TPL Plastech: MP 207 (52w high)
Jub Ing: MP 550 (RP: 472)
This comment has been removed by the author.
DeleteRespected madam..Wish you happy Dusshera madam..God bless you with health and happiness...๐๐
ReplyDeleteWilling to invest in gls but no fund available however have some foc Raymond. Assuming festival and marriage season coming in next couple of quarters it will hopefully trade around 1500-2000. So holding foc Raymond for another couple of quarters and then book profit and let the gls opportunity miss.... How should be the approach?
ReplyDeleteYes, Raymond will perform better in coming quarters.
DeleteDear Madam, Seasonal Greetings! Iam holding Nitin Spinners FoC stocks....Can we expect any near-mid term growth in price or we can book partially to add GLS or Lykis.
ReplyDeleteYou can hold or sell free of cost shares at any time because you have already taken out your principal amount.
DeleteMaam - 1. Holding few- 2K Qty of Suzlon at 3 Rs. Kindly suggest if i can apply for Right issue at Rs5.
ReplyDelete2. The United States is stockpiling medications for Nuclear radiation sickness with on going Russian Nuke Treat on Ukraine. Is there any listed Drug company in India that can produce Similar drugs which will be benefited ?
https://aspr.hhs.gov/newsroom/Pages/ARS-Oct2022.aspx#:~:text=To%20reduce%20radiation%2Dinduced%20bleeding,resulting%20in%20low%20platelet%20counts.
Sorry not tracking it
DeleteTalbros Automative Component. What price we should buy?
ReplyDeleteNot advisable to buy
DeleteDear Dolly Mam, Happy Dushera
ReplyDeleteMadam i want to invest 5 stocks in SIP mode for next one year,i already invested in blog stocks could you pls advice some stocks, expected rate of return 20 percent Thanks in advance
ReplyDeleteYou can add last 3 stocks from blog and keep the balance money for next 2 stocks
DeleteRespecred madam, please help us to understand the future demand potential of diaketene s ....
ReplyDeleteDemand from most of the verticals will remain strong. Company will update the detailed presentation on it along with Q2 result within a month
DeleteGood morning madam, what's your views on SME companies. If you tracking any SME companies, please suggest any good business which are in buying price.
ReplyDeleteIf you don't like SME companies please share why you don't like/track
Trading of SME companies is in lot and it require at least 1-2 lakh rupees for one trade. It is not possible small investors.
DeleteDFPCL Deepak Fert. Article in Business Line dt 10-10-2022. The Growth Equation. Moving beyond the commodity play. Gaining momentum. Transforming to move up the value chain and provide speciality solutions... 2000 crore TAN project in Odisha & Top 3 Global in TAN in Dec-2024. Big Bang Capex. Those who read today will NEVER SELL this before Dec-2024.
ReplyDeletehttps://www.thehindubusinessline.com/specials/corporate-file/moving-beyond-the-commodity-supply-play/article65984486.ece
DeleteMa'am, Can I take some positions in DFPCL now (CMP@900+)? does it still have potential to give 100% returns in 3yrs? please advise ma'am.
DeleteIt is not advisable to buy any stock above 15% from suggested price and within 3 years.
DeleteRespected madam..Some stocks like Deepak nitrite and Jubilant ingrevia are master stroke stocks ...
ReplyDeleteI have not sold single share in Deepak nitrite..
Same think i will do in jubilant ingrevia..
Ingrevia will run same as Deepak nitrite..its my strong feeling..
Really happy and satisfied to own such stocks..thankyou...madam..๐๐
Rajashankar,Thanks for sharing useful information .How did you find more details about jubilant ingrevia?..Could you please guide from where to read about it.
DeleteMadam has taught this already..
DeleteI am going to repeat it..
Managment with good corporate governance, addressable market with demand for produtcs, china+1 , projects...
Also read Annual reports carefully..
DeleteGLS has also the same features of a multibaggers
Deleteok thanks. Rajashankar from which online resources/link do you read about all this?pls guide us. I want to read about but not aware about the resources to follow
DeleteAnnual reports are in bse & nse website..and also in respective company websites..
DeleteRajashankar in my opinion you are a great stock analyst.
ReplyDeleteWe are proud that a knowedeable person is in our group.
Thanks..
DeleteDear friends..we all are students in same class, madam is the only great & exceptional teacher in group..
DeleteMadam's Expertise is incredible..
The level of knowledge is exceptional
I can feel the quality of stocks, madam is picking for us..
I changed my way of thinking when started to study the blog..
I bet Every fund manager will fail in front of madam..
Thanku madam for imparting knowledge for us...๐๐๐๐
Madam, When will the Next stock recommendation be?? Can i buy still buy jubilient ingravia?
ReplyDeleteNext stock will be posted in the month of December. You can buy it within 15% from suggested price.
DeleteMadam,
ReplyDeleteIs Sudarshan is attractive buy at CMP. Upcoming Capex and company aim to be a 3 top global level in it's space.
Sorry not tracking it
DeleteMadam what is your opinion on Olectra Greentech, no. 1 EV bus manufacturer in india, Niti Ayog is targeting 40% of the bus will be electric one by 2030 and current EV bus is only 0.4% so almost 100 times growth oppurtunity is there and as a company with 45%market share how do you see this stock after 10 years Thanks
ReplyDeleteSorry not tracking it
DeleteMam, Read & heard (fund managers) were saying there will be boom in manufacturing/industries sector .Does Magna Electro casting & SNL bearing shares cover/falls under manufacturing/industries areas?Any other stock suggested by you falls under that category ?pls confirm
ReplyDeleteDuring good industrial growth period all sectors will perform well because all are interlinked and interdependent.
DeleteMa'am, what is the reason behind high promoter pledge of Raymond ?
ReplyDeleteOnly money is the sole reason for all types of pledge
DeleteHow it is going to impact, I mean +ve or -ve?
DeleteHi maam, do you track HG infra ? If yes,then can one enter at cmp? is at low pe of 10 and has been going up in eps and sales in the last 3 yrs.pls advice.
ReplyDeleteSorry not tracking it
DeleteHi Madam, When i was Buying Lykis as suggested by you in ICICIdirect it displayed a warning that the company reported losses for 3 consecutive years . So my worry is whether the company will turn around in coming years and make the stock profitable for us.?
ReplyDeleteNever buy any stock if you are not fully confident. Generally we pick the similar companies with fair possibilities to make good turnaround. Investment in equities is subjected to significant risk and it is integral part of this business.
DeleteYes Mam. I agree. You are identifying companies that are about to turn around.
DeleteIf the company is already doing good, the growth can only be 10-25% per year as you were suggesting for some other stocks.
Thanks Madam, I am not doubting your Pick but just to be confident from my side, i wanted a Response form you thats it. Just wanted to know whats your view in future in 3 years
DeleteWe expect better future for all the stocks posted on the blog.
DeleteDear Sir and Mam, I am still holding pennar @ 27 and averaged to this price during covid fall. It has a healthy order book and bagged a large order of 1100+ cr few days back. CMP is 56 Is it good to hold and will you consider recommending again as orders r increasing .you views pl. Thsnks and rgds
ReplyDeleteWe will not re-suggest any non performing stocks.
DeleteGreetings ma'am, I was going through the annual reports of Glenmark life sciences and Jubilient Ingrevia and noticed the following.
ReplyDeleteJubiliant Ingrevia has given the future expansion in monetary terms whereas GLS has given the expansion in terms of capacities.
For an investor's point of view which is more reliable information monetary value or capacity.
Is GLS not done the cost estimation of the future expansion?
Kindly share your views
As an
Because GLS is managing the Expansion CAPEX through internal accruals.
DeleteTPL Plastech Ltd
ReplyDeleteRecom date: Aug-2018
Now: Stock split 1:5 (10 to 2)
Buy/Sell on or before: 18-10-2022
Hi Mam,Which newspaper/magazine's do you read to remain updated about the stock market ?Whereby we can get details about current holdings of portfolio & future trends coming in market? I am trying to spend time in reading about unable to identify the right source. It would be great if you can guide .
ReplyDeleteThese is no specific print or digital media but all available sources are required.
DeleteMadam told so many time free of shares hold for long , it's give more profit
ReplyDeleteGood Morning Dolly Mam. Can you please suggest us Diwali Mahurat stock which we can buy and hold for 1 yr. Thanks.
ReplyDeleteYou can buy last 3 suggested stocks which are still trading within 15% from suggested price.
DeleteMam please give ur opinion on ASRL Q2 result.
ReplyDeleteQ2 result is good
DeleteMadam I am holding Asian Energy 800Qty with Avg price of 94. Should I hold it or Can I average this stock now at CMP
ReplyDeleteYou can give 10% allocation in portfolio
DeleteKindly share your views on Meghmani fine chem and Meghmani organics.i have free of cost shares. My buying price was 56 before demerger. Do you see further upside in these two shares based on the future plans of management. Other wise sell those sgares and invest in your last 3 recommeded shares
ReplyDeleteYou may continue to hold for consistent return in future
DeleteMadam, Can you share your view on quarterly result of Jubilant ingrevia.Tx
ReplyDeleteJubilant Ingrevia has posted good result with gradual growth in top and bottom line. We expect even better result in coming quarters.
DeleteRespected Madam,Jubilant ingrevia unaudited quarterly results are published..please explain from your point of view..
ReplyDeleteJubilant Ingrevia has posted good result with gradual growth in top and bottom line. We expect even better result in coming quarters.
DeleteHi Madam,
ReplyDeleteThanks for recommending Deepak Firtilizer... it's almost 10x now! I think it will go further once the TAN and Ammonia plan will be completed n fully functional by 2024. What is your view for the next 3 years from now? Will it follow the same pattern like Deepak nitrite?
Thanks,
Mehul
Deepak Fertiliser has already given similar return to Deepak Nitrite but we expect much bigger return in future.
DeleteHi Mam,
ReplyDeleteYour view on GLS result.
Company has posted good result and we expect better result in coming quarters.
DeleteMam,
ReplyDelete2 queries on Lykis result:
1) Company not paying any taxes
2) Trade receivables is quite high leading to negative CFO.
Kindly share your views.
1) Company has posted continuous losses for several years which are can be adjusted against future income.
Delete2) It is normal when business expanded in new market
Wish you all very special diwali...
ReplyDeleteMay God bless all of us with presence of mam's in our life forever
This comment has been removed by the author.
ReplyDeleteMadam Lykis posted excellent results, one doubt do they have a manufacturing facility of their own or just branding with local products, headcount cost is so low thats why the doubt arise Thanks
ReplyDeleteCompany has own manufacturing facility and contract manufacturing. Most of the FMCG companies have management and quality control staff. Rest of the manpower are on contract basis.
DeleteThis comment has been removed by the author.
ReplyDeleteHello Ma'am. Happy Diwali wishes to you.
ReplyDeleteI got stuck with LIC stock which entered during IPO with max slots. Continuously it is going down and at 33% loss now. Should I exit with loss or is it worth waiting to get out of it with breakeven? any chance of coming back to 900+ again? Please help me with your advise Ma'am.
Sorry not tracking LIC. If you can swap it with Jubilant Ingrevia on some correction there is fair possibility to recover your loss in next 1 year
DeleteHi Mam,How is the result of Magna Electro casting ? Revenue is highest ever & PAT is up on YoY as well as QoQ basis ? How market will interpret the result ? Will market going to consider this as good result ?
ReplyDeleteMagna Electro casting daily going 5% up...Market is appreciating its Q2 result.
DeleteThis comment has been removed by the author.
ReplyDelete