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.
Tuesday, October 24, 2023
Happy Dussehra
Dear Blog Members
Wishing very Happy Dussehra to you and your family
Thank u for such wonderful help u r doing in the universe I hv one dount. I hold 16po shares of LT FOODS. but dividend not credited in my account. Even though date . Is 9thaugust . And 21st sept... So far not credited.. What may be the reason. What I h to do mam. Pls help Thanx
Happy Dussehra to dolly madam and all blog members. Dear ma'am, thanks for shree rama multi-tech which doubled in 4 months, please continue to suggest more stocks which have potential to double quickly.
Happy Dussehra to you and family Madam. I have been following you since 2017. learned a few things about stock market. leading a peaceful investment journey. It would not have been possible without your guidance. God bless you.
respected madamji , please expresses your views regarding present market conditions and heavy sell off in small and midcap stocks , waiting for your views, is it a great buy opportunity in panic conditions??? , because market have broken most of the supports ----is it a normal mkt corrections due to war and bond yields---increasing crude oil prices , or bear market started , waiting eagerly for opinion and guidance
Good morning madam, since GOI is encouraging make in india. For this power demand will be more, particularly green energy will be 2-3 times in next decade. To play this power theme transformer and water are the crucial , but the transformer related stocks are already moved rapidly in last year. What's ur view and do you track any companies madam
Please suggest if any stock comes in your buy range. As per liquidity consern, we already following the rule "publishing without intimation and 20% range", also last pick ajantha soya still trading within buying range..so liquidity is not a problem..I am following our blog from 5 years..every pick was came to buy range except 1-2. Last pick proved that in correction any stock should come down..we just wait with patience..if we don't have patience to wait to buy then how can we ride it..I observed new blog members asking for more picks without waiting..so plz ignore and suggest illiquid undervalued microcaps only because they have more potential. Ultimately ur decision is final Thank you for ur guidance and care🙏
Dear Ma'am Lykis Ltd is declaring the financial Result on 03-Oct-2023 and appointment of CEO. I missed to book 50% profit in last June, when the share price reached more than double. After that, the promoter's sale of his shares in the 'open market' triggered big sell of the share. Then, Ma'am you have given a indirect hint to sell all the shares of this company. Mr. Vijay Kadia sold 100% shares of this company, whereas he was the promoter of the company few years back. Now I expect the rise of share price near to 03-Oct-2023. please advise me whether to sell all (or) keep the FOC shares. With thanks & regards.
It's very disheartening to see this comment. There are only few rules and they are very clear and simple, if this cannot be followed how can anyone help you?
Pls book 50% when the stock price is doubled.
Another rule says hold for 3 years
Most important one don't get attached to your stocks get attached to your money.
Hello Madam, Why Dai Ichi Karkaria is underperforming for such a long time despite shifting the plant to a new location?? It gave a couple of Qtrs a very good results but again back to normal poor results. Don't you think it's performance is not up to the mark considering it's strong Management and operational strength??
We have given only 3 years to every stock to show its performance otherwise we will remove non-performing stocks from our portfolio, now only 5 months left for Dai -Ichi. There are several factors for non-performance, some are external and internal but we need result within given time frame.
I have book the partial profit in Shree Rama Multi-Tech and Asian Energy. I am eagerly waiting for next stock. Please suggest it similar to the last stock during market hours.
Q2 result is in line with market expectation, complete chemical sector is not performing well.
In case of Jubilant Ingravia there is muted market environment in Agrochemicals and Paracetamol end use customers and lower revenue on account of lower acetic acid prices.
End use Industry is maintaining low inventory levels.
Some time good stocks take the tough test of patience. Deepak Nitrite took 27 months to give 100% return and in next 20 months it has given 1000% return.
We will never change our investment decision due to non performance of stock within 3 years and after 3 years we will not wait for even one day.
This comment shows reason for your success. Stick to the commitment (principles)and not reacting for temp market noise. I will buy remaining 5percent of my allocation in this stock soon. I know, you are not selecting share just 1 or 2 days before posting date. These stocks are in your watchlist for many months or years. Thanks a lot for these valuable suggestions. I'm sure, we can not get this type of quality recommendations even in paid service. Now a days even customer care guys are not answering for their privilege customer on-time. But you are great. Looking forward to travel with in you in the world of investment.
Madam, no stock is available on this National plastic technologies, available in mkt as National plastic and National technologies. Which is correct and it's price please. Thank you
Results are average but it is in line with market expectation. NBS subsidy reduction on channel inventories had a significant impact on profitability. New ammonia plant profitability in Q2 was also impacted due to initial plant stabilisation phase. We expect much better results in coming quarters.
Dear Maam, Greetings of the day. Can you please give us your valuable inputs on Deepak Fertilizer. Its that kind of share which when you read management commentary gives a very very positive outlook but some how some factors end up affecting the numbers.
Results are average but it is in line with market expectation. NBS subsidy reduction on channel inventories had a significant impact on profitability. New ammonia plant profitability in Q2 was also impacted due to initial plant stabilisation phase. We expect much better results in coming quarters.
in general all chemical and agrochemical business under pressure but still some companies are posting good number such as Insecticide, Pradeep Phophate etc.. How shall be take this companies results and what could be the reason for posting good growth. Please help to understand.
These companies are not comparable with Deepak Fertiliser product mix. It also depend upon stock level of channel inventories, higher inventories will result in bigger loss.
Sir, TAN business of DF is severly impacted due to lowc dumping by russia, in Q2 presentation management confirmed that export ban on TAN is recently lifted, will this lead to substantial improvement in TAN Business in current and coming quaters
Mam, What is your view on ABFRL for the next three years? I hold some shares from your 2016 recommendations. Can I keep it some more time or better to move the money to your next recommendation?
Happy Dussehra to Madam and all the members! May this festive season bring cheers and colors of prosperity and joy in all our lives
ReplyDeleteRespected madam
ReplyDeleteThank u for such wonderful help u r doing in the universe I hv one dount. I hold 16po shares of LT FOODS. but dividend not credited in my account. Even though date . Is 9thaugust . And 21st sept... So far not credited.. What may be the reason. What I h to do mam. Pls help
Thanx
You can raise the issue directly with company secretary or you can raise it through your broker.
DeleteHappy Dussehra to dolly madam and all blog members. Dear ma'am, thanks for shree rama multi-tech which doubled in 4 months, please continue to suggest more stocks which have potential to double quickly.
ReplyDeleteSure
DeleteVery happy dussehra to you and your loved ones.
ReplyDeleteGod bless you and family madam🙏🏼
ReplyDeleteWish you and your family a very happy Navratri and Dussehra .
ReplyDeleteA ship that sails without a compass will get lost at sea.
ReplyDeleteOur situation in this ocean like stock market without you is the same dear sir/ma'am.
Wishing you and all our blog members a very Happy Dussehra blessed with happiness and prosperity.
Hi Madam
ReplyDeleteWishing very Happy Dussehra to you and your family.
Blog Members,
Wishing very Happy Dussehra to you and your family.
Happy Dussehra to Madam and all the blog members.
ReplyDeleteHappy Dussehra to you and family Madam. I have been following you since 2017. learned a few things about stock market. leading a peaceful investment journey. It would not have been possible without your guidance. God bless you.
ReplyDeleteHappy Dussehra Madam ji🙏
ReplyDeleteHappy Dussherra Mam
ReplyDeleterespected madamji , please expresses your views regarding present market conditions and heavy sell off in small and midcap stocks , waiting for your views, is it a great buy opportunity in panic conditions??? , because market have broken most of the supports ----is it a normal mkt corrections due to war and bond yields---increasing crude oil prices , or bear market started , waiting eagerly for opinion and guidance
ReplyDeleteMarket was at life-time high so 5 to10% correction is normal
DeleteHappy Dussehra Mam....
ReplyDeleteHi madam
ReplyDeleteSuggest 2 or more than 2 stocks, so one can choose and invest as per their whish.it will reduce the run on only one stock.
We will have only 4 stocks in year. You have the option to choose one or invest in all
DeleteKindly suggest 5 madam. Tq
Deletewhat an opportunity to buy new stock in this fall. best time to buy is when market is down and when there is pessimism
ReplyDeleteHappy and prosperous Dushara to mam and all blog members
ReplyDeleteGood morning mam
ReplyDeleteI humbly request to share views on Daichi results
Thanks in advance mam
Result is good and expected to improve in coming quarter.
DeleteHappy Dussehra Mam. Your present view on birla tyre?
ReplyDeleteThe shares of the company will be extinguished with NIL value and will also be delisted from
DeleteStock Exchanges.
https://www.bseindia.com/xml-data/corpfiling/AttachLive/ecf1c7a4-2984-4da1-abc6-33d0577e84fe.pdf
https://www.bseindia.com/xml-data/corpfiling/AttachLive/067590cb-016d-4572-b804-a58df8629910.pdf
Mam, now Himadri Chemical is mother company of Birla Tyre. How it impacts on Himadri Chemical?
DeleteImpact will be known only after 2 -3 years of operation. If tyre business will able to cross break-even then it is positive and vice versa.
DeleteDear Man,
ReplyDeleteCan you please share your thoughts on Jasch Industries result.
Kind regards
Company has posted good result and expected to improve further in coming quarter.
DeleteGood morning madam, since GOI is encouraging make in india. For this power demand will be more, particularly green energy will be 2-3 times in next decade. To play this power theme transformer and water are the crucial , but the transformer related stocks are already moved rapidly in last year. What's ur view and do you track any companies madam
ReplyDeleteI track few stocks but liquidity is very low.
DeletePlease suggest if any stock comes in your buy range. As per liquidity consern, we already following the rule "publishing without intimation and 20% range", also last pick ajantha soya still trading within buying range..so liquidity is not a problem..I am following our blog from 5 years..every pick was came to buy range except 1-2. Last pick proved that in correction any stock should come down..we just wait with patience..if we don't have patience to wait to buy then how can we ride it..I observed new blog members asking for more picks without waiting..so plz ignore and suggest illiquid undervalued microcaps only because they have more potential. Ultimately ur decision is final
DeleteThank you for ur guidance and care🙏
Happy and prosperous Dushara to mam and all blog members
ReplyDeleteDear Ma'am
ReplyDeleteLykis Ltd is declaring the financial Result on 03-Oct-2023 and appointment of CEO. I missed to book 50% profit in last June, when the share price reached more than double.
After that, the promoter's sale of his shares in the 'open market' triggered big sell of the share. Then, Ma'am you have given a indirect hint to sell all the shares of this company.
Mr. Vijay Kadia sold 100% shares of this company, whereas he was the promoter of the company few years back.
Now I expect the rise of share price near to 03-Oct-2023. please advise me whether to sell all (or) keep the FOC shares.
With thanks & regards.
It's very disheartening to see this comment. There are only few rules and they are very clear and simple, if this cannot be followed how can anyone help you?
DeletePls book 50% when the stock price is doubled.
Another rule says hold for 3 years
Most important one don't get attached to your stocks get attached to your money.
It's better now to decide what you need to do.
Very True.Me and many others have burnt money for not following rules as advised by Mam.
DeleteMam any possibility of relisting Birla Tyre in coming future?
ReplyDeleteNo, very slim chances of relisting in near future
DeleteMadam please try to include one emerging IT sector stock in your next suggestions
ReplyDeleteSure, we will consider in future.
DeleteHello Madam,
ReplyDeleteWhy Dai Ichi Karkaria is underperforming for such a long time despite shifting the plant to a new location?? It gave a couple of Qtrs a very good results but again back to normal poor results. Don't you think it's performance is not up to the mark considering it's strong Management and operational strength??
We have given only 3 years to every stock to show its performance otherwise we will remove non-performing stocks from our portfolio, now only 5 months left for Dai -Ichi. There are several factors for non-performance, some are external and internal but we need result within given time frame.
DeleteHi Madam, what is your view on SBI cards share @cmp
ReplyDeleteSorry not tracking it
DeleteMam do you track Jeena Seekho, please advise
ReplyDeleteSorry not tracking it
DeleteHi Madam,
ReplyDeleteAny specific reason why JUBILANT INGREVIA is coming down! Is the present correction is an opportunity to add more?
No specific reason. It is in line with market correction, most of the chemical stock corrected in last few month.
DeleteEmkay global ltd @ 100 purchase kar sakte hai kya?
ReplyDeleteSorry not tracking it
DeleteDear mam,,how is the results of shreerama multi tech
ReplyDeleteCompany has posted good result for Q2. It is expected to improve further in coming quarter.
DeleteMam, Sale growth is not there YoY but OPM has improved due to fall in expenses cost. There is little bit growth in EPS .
DeleteRajeev Sir & Dolly Mam, Happy Dussehra
DeleteMadam Ji
ReplyDeleteI have book the partial profit in Shree Rama Multi-Tech and Asian Energy. I am eagerly waiting for next stock. Please suggest it similar to the last stock during market hours.
Sure, It will be posted anytime in between 1 Nov to 15 Nov on https://way2money.markets/ and https://dolly-bestpicks.blogspot.com/
DeleteHow is the result of jubilant ingrevia
ReplyDeleteDear Maam, Results of Jubilant Ingrevia look flat. Could you please give us your valuable inputs?
ReplyDeleteAlso, I have invested upto 20% of my portfolio in this one. I do not have any fresh money for new investments.
Would it be wise to remove some money from this one and put in your next share or ajanta soya..say around 5%.
Mam, How many days it takes generally for demerger after shareholders approval?
ReplyDeleteWhat is current status of DF demerger?
Generally it takes 3-6 months after shareholders approval.
DeleteThe company will give update on demerger along with Q2 results presentation.
Madam, post jubliant ingrevia not so impressive result, is it recommended to continue to hold the stock
ReplyDeleteQ2 result is in line with market expectation, complete chemical sector is not performing well.
ReplyDeleteIn case of Jubilant Ingravia there is muted market environment in Agrochemicals and Paracetamol end use customers and lower revenue on account of lower acetic acid prices.
End use Industry is maintaining low inventory levels.
Some time good stocks take the tough test of patience. Deepak Nitrite took 27 months to give 100% return and in next 20 months it has given 1000% return.
We will never change our investment decision due to non performance of stock within 3 years and after 3 years we will not wait for even one day.
This comment shows reason for your success. Stick to the commitment (principles)and not reacting for temp market noise. I will buy remaining 5percent of my allocation in this stock soon. I know, you are not selecting share just 1 or 2 days before posting date. These stocks are in your watchlist for many months or years. Thanks a lot for these valuable suggestions. I'm sure, we can not get this type of quality recommendations even in paid service. Now a days even customer care guys are not answering for their privilege customer on-time. But you are great. Looking forward to travel with in you in the world of investment.
DeleteGreetings mam, please advise on National Plastic Technologies. Is it a good buy at CMP
ReplyDeleteIt is good stock but already moved up 200% in last 4-5 months so it is not advisable to buy at cmp.
DeleteMadam, no stock is available on this National plastic technologies, available in mkt as National plastic and National technologies. Which is correct and it's price please. Thank you
Deletehttps://www.bseindia.com/stock-share-price/national-plastic-technologies-ltd/natplasti/531287/
DeleteHello Madam, your view on Jubilant Ingrevia result and future prospect please.
ReplyDeleteFuture prospect is bright
DeleteRest I have replied in above comment November 1, 2023 at 11:01 PM
Madam, please throw some light on after results of Magna electro casting and Deepak fertilizers. Thank you
ReplyDeleteResults are average but it is in line with market expectation. NBS subsidy reduction on channel inventories had a significant impact on profitability. New ammonia plant profitability in Q2 was also impacted due to initial plant stabilisation phase. We expect much better results in coming quarters.
DeleteDear Mam,
ReplyDeleteDo you track Jubilant Pharmova, similar growth possibility like jubilant ingrevia.
Thank you
No
DeleteDear Maam, Greetings of the day. Can you please give us your valuable inputs on Deepak Fertilizer. Its that kind of share which when you read management commentary gives a very very positive outlook but some how some factors end up affecting the numbers.
ReplyDeleteResults are average but it is in line with market expectation. NBS subsidy reduction on channel inventories had a significant impact on profitability. New ammonia plant profitability in Q2 was also impacted due to initial plant stabilisation phase. We expect much better results in coming quarters.
DeleteDear mam, Greetings!
ReplyDeletein general all chemical and agrochemical business under pressure but still some companies are posting good number such as Insecticide, Pradeep Phophate etc.. How shall be take this companies results and what could be the reason for posting good growth. Please help to understand.
Best Regards
These companies are not comparable with Deepak Fertiliser product mix. It also depend upon stock level of channel inventories, higher inventories will result in bigger loss.
DeleteSir, TAN business of DF is severly impacted due to lowc dumping by russia, in Q2 presentation management confirmed that export ban on TAN is recently lifted, will this lead to substantial improvement in TAN Business in current and coming quaters
ReplyDeleteYes, management had already given hint for Q2 weak numbers during Q1 investor con-call.
DeleteGood morning madam,
ReplyDeleteMy holdings in Deepak Fertilizer is almost 20℅ of my portfolio currently.. Do you suggest any change iin the holding℅? Thank you.
If these are free of cost shares than you may continue to hold. We are considering 20% during initial investment.
DeleteMam, What is your view on ABFRL for the next three years? I hold some shares from your 2016 recommendations. Can I keep it some more time or better to move the money to your next recommendation?
ReplyDeleteStock had failed to give 100% return within 3 years so we had dropped it from tracking list.
DeleteRespected Ma'am
ReplyDeleteWish you and your family
A happy Makara Sankranthi.
Myself Abi, new to this site
ReplyDelete