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 24, 2024
Holi Greetings
Dear Blog Members
"May this Holi bring joy, success and prosperity in your life"
"Wishing you and your family a very Happy and Prosperous Holi"
In one of the replies to earlier query you have told that Visaka industries not listed in the beneficiaries of 'Pradhan Mantri Suryoday Yojana' scheme. Only EPC contractors are beneficiaries of the scheme not panel manufacturers. But, Visaka was shown good rally after Pradhan Mantri Suryoda Yojana scheme had announced. How does it impact on Visaka?
Good morning mam I have 1000 shree rama multi tech @19.5 2000 ajanta soya @32.50 Wardwiard 500 @56 Visakha 300 @ average 120 I want to know that these all still continue to hold or buying also in lower rates
Madam good morning, I had national fittings and snl stocks both i bought within your suggested price but it came down, is this stocks have any fundamental problems,price i have no issue i am ready to hold.
1) It is not advisable to buy any stock which has already given 100% return. 2) If any stock fail to give 100% return within 3 years then sell and reinvest again.
Sir you comments on below link, is it big positive for deepak fertilizers also there is news of implementation of anti dumping duty on TAN imports from Russia, pls confirm https://www.businesstoday.in/industry/story/ammonium-nitrate-prices-set-to-rise-after-india-cuts-imports-from-russia-says-incred-equities-423584-2024-03-31
Is it good idea to sell FOC Raymond and buy ward wizard if it comes in our buying range in coming weeks? Or holding Raymond until demerger can give similar or better returns?
Hey bro, sorry it’s my mistake that I read 3.74% in March month. Trendlyne data shows 3.74% post transactions holding. You are right with your above data 👍🏻
Hello ma'am Do you think Chemical stocks have bottomed out and good time to buy big. Can jubilant ingreva be added at 480. Also where do you see price of deepak fertiliser and jubilant ingreva in 2 years
Will Recent government policy in EV manufacturing to attract more global players impact local manufactures. Especially chinees players may give strong competition to local players. How it will impact ward wizard
This is like a climax madam, Daichi gave 100% on the last day. I just can't believe. Your knowledge is unparallel. I don't know how should I convey my thanks to you. Thank you madam. What an inspiration you are for investor like us.
Dear Maam, I never doubted your wisdom. But I sold Daichi last month and switched to Visaka. How unfortunate of me to do that...Missed Out on a good share. I had invested 20%.
Buying a stock is easy, but when selling a stock is too confusing matter, so stay for longer period, keep free of cost shares after 100% appreciation as Madam said.
Madam, I wish you and family of our blog members " WISH YOU HAPPY UGADI". Please throw some light on latest developments and What is the reason behind sudden upmove of Dai-ichi-karkare, any surprise on upcoming Q4 Results. Thank you
Madam, we all have been investing as per your advise since long. Now I feel, we all should formulate a financial independence plan in a way that we can a generate a parallel fixed income every month. Request you to write a blog or suggestion with a sample plan as how to proceed about it. You are the best person for this madam, sincerely , pls
Generally most of the traditional fixed income options are having high hidden cost and input cost is very high & return is very low. In our business we invest in some good growth high dividend yield stocks to get fixed income. Risk is integral part of our nature and business. We will not avoid the risk but manage it.
Ok madam. But shree rama share are not much in buying or selling when it is in 2 % band Or 5 %. Is nirma group continuous effort yield results in next quarters?
Rajashankar/Mam, Is Jubilant ingrevia manufacturing chemicals which will be used in semiconductors? Pls confirm and help share to the link(if in case its there)
Yogesh these are lines from managment commentary....
Deepak jain of jubilant ingrevia : These are initial stage inquiries from 4-5 customers in the semiconductor space where they are asking us, based on some of the chemistry capabilities we have, if we can make products for them on the back of technology provided by them sometimes and sometimes based on our own capabilities. We are getting good traction. We are in advanced stage discussions. And for us, because so far, we have not been doing semiconductor chemicals, this will be like an entry, and once we get an entry into it, we will figure out and plan to scale it up...
1) Patanjali I have missed earlier. Currently it is in the buying limits (20% from rec Price 1272). Can I accumulate Patanjali at current price 1308 Rs. There has been some issues, and I assume these are settled now by responding to court. Please advice, if I can buy at current price.
2) Also Ajanta Soya, I have some quantity (5%), can I accumulate more at the current price(29).
I know you have already answered but just confused whether to wait for demerger of Raymond and jubilant or sell entirely and buy new one in June. ... Note - already invested in recent recommendations
Hello, Mam just asking! jubilant ingrevia didn’t not gave returns form 2 years 13% up from recommendation price. Can we hold for longer term??? Regards mam 🙏🏻
First need to develop business mindset and get good success. Once have enough money and ample time to spend it at own will than it will give the real feeling of financial freedom.
Job - very low risk or no risk - limited growth and limited money
Business - high risk - unlimited growth and unlimited money.
Namaste Madam, Visaka Industies Limited has come down to 104/- today. Can I add 1000 quantity more at current price? Hoping it will recover from here and reach our 100% target in 3 years. Please advise. Thanks so much
I dont have any love..just observe Deepak nitrite ..promoter is buying @ 1800 Rs..& also titan, infosys etc..we need to identify such stocks & hold them really long term for wealth creation.. So, am requesting madam..
Good morning madam.wardwizard planning to raise USD 180 million.Ram up manufacturing facilities.Besidirs it's foray in to battery truck with US Triton EV truck manufacturing for 10000 truck order has confirmed.
Dear Madam, Please guide me on this. I am regularly saving money from my salary and also booking profit from our stocks. Should I have to buy stocks with fresh funds from my saving or only from the profits?
I am follower since 2017 and found the below matrix Out of six 6 stocks (each investment 1 lac) One stock multibagger more than 10 times One stock 4-5 times One stock 2-3 times One stock almost at buying price One stock 30-40 less than buying price One stock zero value Finally the value is more than 3 times of investment after 5-7 years
Dolly ji , I have been trying to sell Daichi shares past one week but there are no buyers.What could be the reason for this aand when Cani hope that the shares will be sold? I need money for the next recommendation……🙏
It is trading normal with good volume. It only BSE listed stock and you may be trying to sell it one NSE. https://www.bseindia.com/stock-share-price/dai-ichi-karkaria-ltd/daichi/526821/
Happy Holi madam
ReplyDeleteWish you Madam, your family and blog members very happy Holi
ReplyDeleteHappy colorful Holi
ReplyDeleteHappy Holi madam
ReplyDeleteHappy holi
ReplyDeleteHappy Holi you & your family ma'am
ReplyDeleteHappy Holi to dolly maam and all blog members
ReplyDeleteHappy holi
ReplyDeleteVery happy HOLI to you and your family mam
ReplyDeleteHappy holi to you and your family madam
ReplyDeleteHappy holi to everyone and mam.
ReplyDeleteGod bless everyone...
Happy Holi Madam. Thanks for all the help and guidance. I am a better investor now.
ReplyDeleteHappy Holi mam......with you around the financial freedom dream will definitely be a reality.
ReplyDeleteHappy Holi madam
ReplyDeleteMa'am Warm n colourful wishes to you n ur family members.
ReplyDeleteWish a very Happy Holi to Respected Mam,Sir and your family.
ReplyDeleteHappy Holi Mam, and to all the blog members.
ReplyDeleteSpecial Thanks to Mam ,for bringing all the Joy of Investing and making our life colorful.
Happy Holi wishes ..
ReplyDeleteHappy Holi .....
ReplyDeleteHappy holi madam.
ReplyDeleteWishing you and your family a very bright, colourful, and joyful Holi! Let the colours of Holi spread the message of peace and happiness madam...
ReplyDeleteRespected mam..Wish you happy holi to you & ur family...
ReplyDeleteThank you ma'am. Happy Holi to you and yours family too.
ReplyDeleteRespected Dolly Ma'am and Rajeev Sir
ReplyDeleteWish you a happy and colourful Holi.
Happy holi mam
ReplyDeleteThakyou mam for your wishes. I wish the same to you , your family and all blog members.
ReplyDeleteHappy Holi to you,blog members and all your loved ones Madam..
ReplyDeleteHappy Holi Madam to you and your Family.May God bless you always.
ReplyDeleteWish you very very happy Holi madam
ReplyDeleteIn one of the replies to earlier query you have told that Visaka industries not listed in the beneficiaries of 'Pradhan Mantri Suryoday Yojana' scheme. Only EPC contractors are beneficiaries of the scheme not panel manufacturers. But, Visaka was shown good rally after Pradhan Mantri Suryoda Yojana scheme had announced. How does it impact on Visaka?
ReplyDelete'Pradhan Mantri Suryoday Yojana' will benefit all solar equipment manufacturers, some will get direct benefit and some will get indirect benefit.
DeleteHappy holi
ReplyDeleteWish u happy holi madam
ReplyDeleteHpy holi mdm. Plz ur view on Sazler electronc mdm
ReplyDeleteHappy Holi everyone!! When is the next stock recco expected?
ReplyDeleteHappy Holi mam .
ReplyDeleteHappy Holi
ReplyDeleteHappy Holi Ma'm
ReplyDeleteHappy Holli
ReplyDeleteDear sir , mam and all blog members wishing all a hoppy holi !
ReplyDeleteHappy Holi Ma'm and everyone blog members.
ReplyDeleteGood morning mam
ReplyDeleteI have 1000 shree rama multi tech @19.5
2000 ajanta soya @32.50
Wardwiard 500 @56
Visakha 300 @ average 120
I want to know that these all still continue to hold or buying also in lower rates
It is not advisable to buy any stock which has already given 100% return.
DeleteMam I am holding all these
DeleteRespected Mam\ Sir,
ReplyDeleteWhen planning for next stock.
Most probably it will be before June 30
DeleteMadam, please suggest new stock after election.
ReplyDeleteMost probably it will be before June 30
DeleteOk madam
DeleteMadam good morning, I had national fittings and snl stocks both i bought within your suggested price but it came down, is this stocks have any fundamental problems,price i have no issue i am ready to hold.
ReplyDelete1) It is not advisable to buy any stock which has already given 100% return.
Delete2) If any stock fail to give 100% return within 3 years then sell and reinvest again.
Thanks
DeleteGood morning Ma'am
ReplyDeleteThanks mam for the stock suggestions
ReplyDeleteRespected Sir, Please share your view on Rallis , Suzlon and Tata Chem
ReplyDeletenot tracking these stocks
DeleteSir you comments on below link, is it big positive for deepak fertilizers also there is news of implementation of anti dumping duty on TAN imports from Russia, pls confirm
ReplyDeletehttps://www.businesstoday.in/industry/story/ammonium-nitrate-prices-set-to-rise-after-india-cuts-imports-from-russia-says-incred-equities-423584-2024-03-31
yes it is positive for company
DeleteHello Ma'am, your view on ABF's demerger with Madura fashion please.
ReplyDeleteIt is good move to demerge premium fashion segment.
DeleteIs it good idea to sell FOC Raymond and buy ward wizard if it comes in our buying range in coming weeks? Or holding Raymond until demerger can give similar or better returns?
ReplyDeleteNot only Raymond but any free of cost shares can be sold.
DeleteWardwizard promoter group - wardwizard solution Pvt Ltd is continuously selling their shares in the market. Is it negative for the company???
ReplyDeleteNo
DeleteHello mam🙏🏻. Promoter of Ajanta soya made a purchased 3.74% @29.45 in March month.
ReplyDeleteGood
DeleteWhere do you see they bought 3.74%. I see 2 transactions - 33,900 and 50,000 shares bought by promotes that comes to .1 % increase. Please clarify.
DeleteHey bro, sorry it’s my mistake that I read 3.74% in March month. Trendlyne data shows 3.74% post transactions holding. You are right with your above data 👍🏻
DeleteWard wizard promoter has sold nearly 2% stake in open market in last few months. Madam, is it a red flag ?
ReplyDeleteno
DeleteAll the promoters group of ward wizard are selling since last few months, pls advise madam.
ReplyDeleteIf you are not confident then better to exit, it is still trading 30% above suggested price.
DeleteHello ma'am
ReplyDeleteDo you think Chemical stocks have bottomed out and good time to buy big.
Can jubilant ingreva be added at 480.
Also where do you see price of deepak fertiliser and jubilant ingreva in 2 years
Yes, we expect 100% return within 3 years.
DeleteRespected madam, ..
ReplyDeleteSometimes i have seen stock price moveup significantly after promoter selling..
i e..is it true promoter or CEO of a company are not able to guess upward stock price movement..
Yes, some time
DeleteDear madam Greetings,
ReplyDeleteWill Recent government policy in EV manufacturing to attract more global players impact local manufactures. Especially chinees players may give strong competition to local players. How it will impact ward wizard
It is just beginning. It may take another 3-4 years to consolidate EV market, after that only few will survive.
DeleteMadam Ji
ReplyDeleteSurprisingly ! Dai-Ichi has given 100% return just few hours before completing 3 years.
Thanks lot for helping us to hold the stocks for longer period 🙏
Congratulations
DeleteMam, Can we consider it performing stock to be part of our portfolio?
DeleteI too sold 50% of my holding in Dai-Ichi. Advice in the Blog & Patience is Paying off.
DeleteThank you Sir & Madam
Yes, you can keep free of cost shares for longer period.
DeleteThis is like a climax madam, Daichi gave 100% on the last day. I just can't believe. Your knowledge is unparallel. I don't know how should I convey my thanks to you. Thank you madam. What an inspiration you are for investor like us.
ReplyDeleteDear Maam, I never doubted your wisdom. But I sold Daichi last month and switched to Visaka.
ReplyDeleteHow unfortunate of me to do that...Missed Out on a good share. I had invested 20%.
It is learning but no need to regret because still you have got good return around 60 -70%.
DeleteBuying a stock is easy, but when selling a stock is too confusing matter, so stay for longer period, keep free of cost shares after 100% appreciation as Madam said.
DeleteMam,Today made Daichi cost free.Thanks a lot for the suggestion on blog.
ReplyDeleteMadam, I wish you and family of our blog members " WISH YOU HAPPY UGADI".
ReplyDeletePlease throw some light on latest developments and What is the reason behind sudden upmove of Dai-ichi-karkare, any surprise on upcoming Q4 Results.
Thank you
Wish you very happy Ugadi
DeleteMadam, we all have been investing as per your advise since long. Now I feel, we all should formulate a financial independence plan in a way that we can a generate a parallel fixed income every month. Request you to write a blog or suggestion with a sample plan as how to proceed about it. You are the best person for this madam, sincerely , pls
ReplyDeleteGenerally most of the traditional fixed income options are having high hidden cost and input cost is very high & return is very low. In our business we invest in some good growth high dividend yield stocks to get fixed income. Risk is integral part of our nature and business. We will not avoid the risk but manage it.
DeleteWhat a nice response ma'am.
DeleteWishing you and blog members a very happy Eid al Fitr. May this Eid-al-Fitr be a very blessed, joyous and memorable celebration for all.
DeleteYou are right madam.
DeleteStill, is systematic withdrawal plans a good idea for this, just asking.
yes
DeleteRespected madam, wish you happy ugadi festival...God bless you & ur family with health & happiness...
ReplyDeleteWish you very happy Ugadi
DeleteMadam do you expect any crash or correction in market 15% due to upcoming parlimament elections...how to deal it if crash takes place
ReplyDeleteGyd morning madam. Kindly provide information why shree rama multi tech moved to 2 ℅ band even though it has no drastic movement in stock in trading.?
ReplyDeleteOk madam. But shree rama share are not much in buying or selling when it is in 2 % band Or 5 %.
DeleteIs nirma group continuous effort yield results in next quarters?
Yes
DeleteGyd evening madam. Why shree rama hitting lower circuit back to back especially when it comer in 2% circuit. Kindly explain the logic
DeleteRespected mam..
ReplyDeleteJubilant ingrevia is working chemicals used in semiconductors..
Its working on four chemicals..
Can we expect high growth...
yes
DeleteRajashankar/Mam, Is Jubilant ingrevia manufacturing chemicals which will be used in semiconductors? Pls confirm and help share to the link(if in case its there)
Deletehttps://www.semiconductors.org/wp-content/uploads/2020/10/Overview-Of-The-Semi-Industry-And-Its-Approach-To-Chem-Mgmt-and-EHS.pdf
DeleteYogesh these are lines from managment commentary....
DeleteDeepak jain of jubilant ingrevia : These are initial stage inquiries from 4-5 customers in the semiconductor space where they are asking
us, based on some of the chemistry capabilities we have, if we can make products for
them on the back of technology provided by them sometimes and sometimes based
on our own capabilities. We are getting good traction. We are in advanced stage
discussions. And for us, because so far, we have not been doing semiconductor
chemicals, this will be like an entry, and once we get an entry into it, we will figure out and plan to scale it up...
Wish you and all the blog members a very happy Eid-al-Fitr. May this Eid-al-Fitr be a very blessed, joyous and memorable celebration for all.
ReplyDeleteVery happy Eid-al-Fitr
DeleteHi Madam,
ReplyDeleteNext stock will be release after the election which will be after June 1st or April 19 ?
Most probably it will be before June 30
DeleteHello Mam Patanjali results are out. What’s your opinion??
ReplyDeleteDear Rajiv Sir,
ReplyDelete1) Patanjali I have missed earlier. Currently it is in the buying limits (20% from rec Price 1272). Can I accumulate Patanjali at current price 1308 Rs. There has been some issues, and I assume these are settled now by responding to court. Please advice, if I can buy at current price.
2) Also Ajanta Soya, I have some quantity (5%), can I accumulate more at the current price(29).
Best Regards, Tom
No change in previous view
DeleteSNL Bearings is up & locked in 20% circuit. Any specific news!
ReplyDeleteno
DeleteI know you have already answered but just confused whether to wait for demerger of Raymond and jubilant or sell entirely and buy new one in June. ... Note - already invested in recent recommendations
ReplyDeleteYou can keep free of cost shares for long term. Always keep fast growing and performing companies in your portfolio.
DeleteGood afternoon mam, GqG bought stake in Patanjali foods up to 11.45%
ReplyDeleteGood
DeleteThat was typo. They have corrected. It's 1.4%
DeleteWe wish you HAPPY SRI RAMA NAVAMI to all blog members.
ReplyDeleteThank you
Happy Sri Rama Navami to Madam and all the blog members.
ReplyDeleteHappy Sri Rama Navami Dolly Mam, and to all the blog members.
ReplyDeleteWishing very happy & blessed Ram Navami to all the blog members.
DeleteThankyou..wish you too Happy Ram Navami..💐
DeleteGQG has NOT increased its share in Patanjali. NSE has issued a clarification to this effect. SO NO INCREASE BY GQG
ReplyDeleteMaam your views on Vodafone IPO?
ReplyDeletenot tracking it
DeleteHello, Mam just asking! jubilant ingrevia didn’t not gave returns form 2 years 13% up from recommendation price. Can we hold for longer term??? Regards mam 🙏🏻
ReplyDeleteNo change in previous view, at least 100% return in 3 years.
Delete"GQG bought stake in Patanjali foods up to 11.45%" This news is incorrect
ReplyDeleteMa'am, please need your guidance.
ReplyDeleteAfter doing research I have bought the share and it's keep on falling and down by 30% should I book a loss ?
no
DeleteWhich share
DeleteThank you ma'am 🙏
DeleteRaymond crossed 2000+.... any spl news?
ReplyDeleteno
DeleteHow to achieve financial freedom (from job) with Rs. 1 crore
ReplyDeleteFirst need to develop business mindset and get good success. Once have enough money and ample time to spend it at own will than it will give the real feeling of financial freedom.
DeleteJob - very low risk or no risk - limited growth and limited money
Business - high risk - unlimited growth and unlimited money.
Namaste Madam, Visaka Industies Limited has come down to 104/- today. Can I add 1000 quantity more at current price? Hoping it will recover from here and reach our 100% target in 3 years. Please advise. Thanks so much
ReplyDeleteKeep 10%of your portfolio with Visaka
Deleteyes
DeleteWhy 10% when Madam has advised 20% allocation ?
DeleteRespected madam...
ReplyDeleteThe second stock suggestion of this blog pondy oxides recommended at 60 Rs is bought by promoters at 500 to 550 Rs..Really amazing.
I Request you to post a Long term stock which should be Never sell kind of stock Especially in semiconductor space..
Can u pls suggest us..
Do not love stock, it is a kind of business
DeleteI dont have any love..just observe Deepak nitrite ..promoter is buying @ 1800 Rs..& also titan, infosys etc..we need to identify such stocks & hold them really long term for wealth creation..
DeleteSo, am requesting madam..
All stock posted on the blog are having good growth potential. On average one out of six stocks will give multi-bagger return in long run.
Deletehttps://www.autocarpro.in/news/wardwizard-eyes-fresh-funds-of-usd-180-million-120178
ReplyDeleteThis article looks like a paid promotion. I may be wrong
DeleteGood morning madam.wardwizard planning to raise USD 180 million.Ram up manufacturing facilities.Besidirs it's foray in to battery truck with US Triton EV truck manufacturing for 10000 truck order has confirmed.
ReplyDeleteok
DeleteDear Madam, Please guide me on this. I am regularly saving money from my salary and also booking profit from our stocks. Should I have to buy stocks with fresh funds from my saving or only from the profits?
ReplyDeleteIt depends how much money wants to make from this business? Big dreams need bigger efforts and bigger risk.
DeleteDolly Mam,
ReplyDeletePlease suggest some books.. which you feel that "it is a must read for every investor".
You can start with -
DeleteThe Intelligent Investor
Common Stocks and Uncommon Profits
The Warren Buffett Way
Hi mam is there any buying opportunity in ABFRL demerger
ReplyDeleteno
DeleteI am follower since 2017 and found the below matrix
ReplyDeleteOut of six 6 stocks (each investment 1 lac)
One stock multibagger more than 10 times
One stock 4-5 times
One stock 2-3 times
One stock almost at buying price
One stock 30-40 less than buying price
One stock zero value
Finally the value is more than 3 times of investment after 5-7 years
Good Analysis
DeleteCongratulations Vivek.. Thanks to Dolly Mam🙏
DeleteMadam Ji
ReplyDeleteI have booked the profit in Dai-Ichi. I want to re-invest, when you are posting next stock?
It will be posted anytime between 1 April to 30 June.
DeleteMa'am, Between 1 April to 30 June OR 1 June to 30 June ? Please advise.
DeleteIt will be posted anytime between 1 April to 30 June.
DeleteDear Mam,
ReplyDeleteIf you are tracking DCM Shriram Ind and Oriental Carbon.. Please share your view mam..
no
DeleteRespected madam..
DeleteWardwizard has posted excellent results..
Revenue rise 22% yoy
EBITA Rise 23 % yoy
EPS Rise 50% yoy...
Mam what happened to gls? Cannot find the news
ReplyDeleteToday GLS quarterly results got released. Results seems not impressive.
DeleteMam, Is this cause for today price fall for GLS?
Result is already released and it is slightly below expectation.
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachLive/b4425b5d-9f06-471f-882b-e95c00b92ac0.pdf
Seems like investors reaction to the results.
ReplyDeleteMgmt says impact is due to red sea crisis.
Your view on this mam?
Yes, result is just below expectation.
DeleteAny specific reason for sharp correction in GLS today. Your views on the first result by mgt after acquisition.
ReplyDeleteMaam, how do u read results of Wardwizard. Top Line is looking good but Margins aren't growing...
ReplyDeleteIs it in line with our expectations?
Yes, company has posed best result and it is expected to improve further in coming quarters.
DeleteRespected madam..
ReplyDeleteWardwizard has posted excellent results..
Revenue rise 22% yoy
EBITA Rise 23 % yoy
EPS Rise 50% yoy...
Dolly ji , I have been trying to sell Daichi shares past one week but there are no buyers.What could be the reason for this aand when Cani hope that the shares will be sold? I need money for the next recommendation……🙏
ReplyDeleteIt is trading normal with good volume. It only BSE listed stock and you may be trying to sell it one NSE.
Deletehttps://www.bseindia.com/stock-share-price/dai-ichi-karkaria-ltd/daichi/526821/