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.
Thursday, August 15, 2024
Happy Independence Day
Dear Blog Members,
May the glory of Independence Day be with us forever.
On this day We remember our freedom fighters who gave their lives and languished in jail for years to get freedom from British. Happy independence day Mam.
Mam In spite of good results Visaka ind is going downwards. Is there any other news apart from results. Or I the results are not as per market expected. Regards
On the very auspicious occasion of Varalakshmi Viratham,I pray for the Health ,Happiness and Prosperity of you,your family and this family of Blog members 🙏🙏🙏
Dear Madam, Namaskaram, Thanks a lot for giving me few multibaggers like NITIN SPINNERS, GLENMARK LIFESCIENCES, RAYMOND...Appreciate a lot, for your relentless service for the well being of your followers... Thanks with humble regards, VST
Dear Madam, Request you to please post the next stock after 30/08/2024 if possible so that most of us who are salaried class would be able to buy the next stock in time. Thanks
Today Deepak fertilizer made new all time high of Rs 1081 I am holding 10% of my initial investment , now it become 60% of my overall portfolio value. It is only because of you.
Do you have any opinion on Aarti industries, the company is going through a lot of expansion and guiding volume growth of 20%. Strange to see market hammered it but lifting PE of many companies where not even volume growth is seen.
Please share your thoughts on Aarti industries and Vishnu chemical.
Dear Ma'am, At such market highs, almost every stock has risen hugely. Still, please name a few stocks which have high probability of becoming double from their present prices in about next two years ( supposing overall market remain stable and no crash). Thanking you from the core of heart for Raymond, technocraft, deepak! Regards
from your comments, I see you are long timer to the blog and you know the answer and drill to find the answer. Please check recently blog suggested stock and compare suggested price vs current price and do the math :) Ex: Aarti surfactants
Madam , there are stocks available with us and in general where PE ratio is quite high currently, and as per the market rule , the stocks with high PE or which run above fundamentals at any stage does correct severally , some stocks which gave huge rally such as suraj products had corrected severely from 950 to 500 levels.....other stocks in our portfolio such as wardwizard , visaka are also has quite high PE....how to assess the situation and take a right decision with respect to exit from any such stock at right levels. My question is regarding suraj products and I am holding visaka and wardwizard as it is for first 3 years.
As we may not require funds when the stocks trade at high levels but when it corrects, we tend to feel that we could have booked some profits and keep the cash for upcoming opportunities but then in the meanwhile the stocks corrects and it looks like a missed opportunity
When Aarti Surfactants have giant competitors such as BASF Corporation, Croda International, Evonik Industries, Solvay, Dow Chemical then no point to compare with new born companies.
Dolly Ma’am, Happy Janmashtami to you and your family and to this family of bloggers!May God Bless us all with Love,Peace and Prosperity.Vasudaiva Kutumbakam!
When there is interest rate cut in future, in such cases metal stocks should perform well. Suraj product is Metal sector and PE is also reasonable. Why it has reduces 50%(500INR per stock) from top (906 INR)? Any idea?
Credit rating agency has given 10-12% growth for Aarti surfactants Is it enough to become multibagger? What is current capacity utilisation and expected revenue 3 years frow now?
Good morning Mam. Iam following your block since 2020 and understand that the stock suggested by you are 90 percent Gem of the stock. We can become crorepati if we hold stock patiently for three to four years.Quantity of stock is more important. See Jubilant industries has jumped from Rs 127 to Rs 1700 with in four years.Thanks a lot mam .God bless you.
Mam and sir pranam , i want to fund my kids annual education fee from my portfolio for stocks suggested on the blog for the next 4 years .the fee per year would be approx 8 % of portfolio . The portfolio has grown at around 24% in last 8 years and doing well Is it possible to follow this path .pl guide advise. Rgds
Mam/ sir pranam , is it advisable to use / sell portfolio stocks to fund daughter education . I have a decent portfolio and will need to sell 8% of it every yr for the next 4 yrs .pl guide advise
Mam stil i dont recvied raymond lifestyle shares in my demat A/c . I got sms on my registerd mobile no..that raymond lifestyle share is credited to ur demat . But it is not reflecting . Should I wait?
ajanta is moving now after a year. one doubt madam for my undertanding. why is the NP only 1% of sales . isnt that very low margins. will it improve in coming quarters. thanks
Good afternoon mam, On August 14th, the Price-to-Earnings (P/E) ratio of Ajanta Soya was recorded at 60, but by August 16th, it had decreased to 24. Could you please explain the factors that could have contributed to such a significant adjustment in the P/E ratio over this short period? Let me know if you'd like to refine it further.
Happy Teacher's day.. Thank you teacher for all that you have done for the good of genuine investors in the Indian markets. May god bless you with good health, wealth and prosperity
Madam, thank you very much for your selfless service of educating small retail investors like me. Most of yours picks are spot on. Thank you for recommending Raymond at very early stage. Could you please tell how much will be the combined market cap of all the three entities once another demerger completes.
Dear Mam, thank you for being invaluable teacher for us since the inception of this blog. Happy teachers day! Thanks for the great recommendation on Raymond...it has been a great wealth creator! God bless you and your family!
Accept my pranaam on Teachers day. We wish good health and prosperity for you and your family everyday. Thanks again for changing life of so many blog followers. We all will be indebted to you for life for your selfless service with such humility in era of influencers.
Mam, Can we hold Raymond lifestyle or we can book some profit. What is you view on Raymond infra valuation? Will it get similar valuation like lifestyle?
Hi Mam, After Nirma took over GLS they were not giving the dividend as compared to the previous promoter (Glenmark Pharma). Can we expect good dividends in upcoming years.
Mam, could you pls help understand the main raw material for cement roofing sheet of Chrysotile fibre related to asbestos which is banned in many countries and even asbestos mining is banned in India. Will this impact the margins and main revenue of Visaka. Need your help in understanding the stock from long term point of view
Happy Independence Day mam
ReplyDeleteHappy Independence Day madam
ReplyDeleteHappy independence day madam
ReplyDeleteVery Happy Independence Day to Madam and blog members
ReplyDeleteHappy Independence Day to all, I pray for everyone to achieve financial freedom with help of this marvellous blog.
ReplyDeleteHappy independence day to madam and all
ReplyDeleteA very Happy independence day Mam.
ReplyDeleteHappy Independence Day to all.
ReplyDeleteHappy independenceday madam.
ReplyDelete
ReplyDeleteHappy Independence day to maam and all blog memebers
Happy independence day
ReplyDeleteHappy Independence Day Mam and all blog members.
ReplyDeleteHappy Independence Day
ReplyDeleteHappy Independence day Mam
ReplyDeleteHappy Independence Day Mam..
ReplyDeleteHappy independence day mam
ReplyDeleteHappy independence day mam
ReplyDeleteHappy Independence Day
ReplyDeleteOn this day We remember our freedom fighters who gave their lives and languished in jail for years to get freedom from British. Happy independence day Mam.
ReplyDelete🙏🏻🤝🏻🇮🇳🙏🏻78 स्वतंत्रता दिन की शुभकामना !
ReplyDeleteHappy Independence Day madam.
ReplyDeleteWhat is your views on independent India by 2047? How India will be positioned globally.
All these things depend upon political stability of any country. We have lot of example like Ukraine, France, Bangladesh etc
DeleteHappy 78th Independence Day Mam and all the blog members..Lets Commemorate the sacrifice of our Leaders for our Freedom...Jai Hind.
ReplyDeleteHappy Independence day everyone.
ReplyDeleteDear Ma’am, despite sluggishness in consumer stocks , packaging stocks have posted better margins, what could e the reasons.
Please shre your thoughts on agri stocks
Good growth in e-commerce business, fmcg companies like ITC, Tata consumer, HUL etc have also posted good growth in top-line.
DeleteHappy Independence day Madam, interesed to know your thoughts on Ajanta Soya results.
ReplyDeleteResult is good and expected to improve further in coming quarters
DeleteMay the glory and soul of independence reach every inch of our nation. Happy independence day
ReplyDeleteHappy independence day madam
ReplyDeleteHappy independence day madam and sir
ReplyDeleteWish you happy Independence day madam..🎂🎉💐🎊
ReplyDeleteHappy independence day
ReplyDeleteOn this auspicious day, May Goddess Lakshmi bless you with wealth and well-being. Happy Varalakshmi Vratham mam
ReplyDeleteWish you Happy Independence day
ReplyDeleteHappy independence day ..Hope glory of our nation keep rising in whole world
ReplyDeleteMam, Result of Ajanta soya seems to be good..YoY & QoQ revenue and profit has increased from past sometime. Whats your analysis on the result ?
ReplyDeleteYes, result is good and expected to improve further in coming quarters
DeleteHappy Independence Day..
ReplyDeleteHappy Independence Day Mam and all the blog members..Jai hind..
ReplyDeleteMam your views on Ajanta Soya results and future prospects.
ReplyDeleteRegards
Result is good and bright future
DeleteHappy Varalaxmi Cheatham madam
ReplyDeleteMam
ReplyDeleteIn spite of good results Visaka ind is going downwards. Is there any other news apart from results. Or I the results are not as per market expected.
Regards
Result is ok, stock price will also move up if company will able to maintain similar margin in coming quarters.
DeleteOn the very auspicious occasion of Varalakshmi Viratham,I pray for the Health ,Happiness and Prosperity of you,your family and this family of Blog members 🙏🙏🙏
ReplyDeleteHappy independence day to all the Dolly Madam, Rajiv Sir & all the blog members
ReplyDeleteSir, Mam, How is the future looking for Paper industry like West coast paper, Seshasayee Paper etc ? Are they good to buy for long term ?
ReplyDeleteSorry not tracking
DeleteHappy Independence day
ReplyDeleteGod bless everyone
ReplyDeleteis Ajanta soya a turn around story. is the worst over
ReplyDeleteyes
DeleteMam, Howz result of Asian energy limited? Year on Year looks good but not QoQ..
ReplyDeleteWe should focus on YoY or QoQ ? Please confirm.
Thanks
Both are important, better to look for year end result and stock performance. On every 100% rise book some profit and relax.
DeleteThanks.
DeleteDear Madam, Namaskaram, Thanks a lot for giving me few multibaggers like NITIN SPINNERS, GLENMARK LIFESCIENCES, RAYMOND...Appreciate a lot, for your relentless service for the well being of your followers...
ReplyDeleteThanks with humble regards,
VST
Happy Raksha Bandhan!
ReplyDeleteHi Maam... Happy Rakhi to you...next call before September end?
ReplyDeleteBefore ganesh chaturthi
DeleteDear Madam, Request you to please post the next stock after 30/08/2024 if possible so that most of us who are salaried class would be able to buy the next stock in time. Thanks
ReplyDeleteok
DeleteToday Deepak fertilizer made new all time high of Rs 1081
ReplyDeleteI am holding 10% of my initial investment , now it become 60% of my overall portfolio value. It is only because of you.
Thank you madam🙏
Dear Mam,
ReplyDeleteGreetings.
Do you have any opinion on Aarti industries, the company is going through a lot of expansion and guiding volume growth of 20%.
Strange to see market hammered it but lifting PE of many companies where not even volume growth is seen.
Please share your thoughts on Aarti industries and Vishnu chemical.
Thank you.
Not tracking these stocks
DeleteDear Ma'am,
ReplyDeleteAt such market highs, almost every stock has risen hugely. Still, please name a few stocks which have high probability of becoming double from their present prices in about next two years ( supposing overall market remain stable and no crash). Thanking you from the core of heart for Raymond, technocraft, deepak!
Regards
from your comments, I see you are long timer to the blog and you know the answer and drill to find the answer. Please check recently blog suggested stock and compare suggested price vs current price and do the math :) Ex: Aarti surfactants
DeleteIt will be posted before September 30, 2024.
DeleteMam from Which sector next stock will Be???
ReplyDeletenot yet decided
DeleteOk
DeleteMam
Mam, everything is going bonkers.. magna, jubliant, GLS, daichi, patanjali.. thank you!
ReplyDeleteMagnaELQ as well......
ReplyDeleteThanks Rajeev sir for all the teachings and suggestions.
ReplyDeleteGood morning Ma'am
ReplyDeleteHappy Independence Day and Janmashtami, Mam!
ReplyDeleteAnd, happy to see Jubilant Ingrevia and Patanjali moving up -)
Madam , there are stocks available with us and in general where PE ratio is quite high currently, and as per the market rule , the stocks with high PE or which run above fundamentals at any stage does correct severally , some stocks which gave huge rally such as suraj products had corrected severely from 950 to 500 levels.....other stocks in our portfolio such as wardwizard , visaka are also has quite high PE....how to assess the situation and take a right decision with respect to exit from any such stock at right levels. My question is regarding suraj products and I am holding visaka and wardwizard as it is for first 3 years.
ReplyDeleteAs we may not require funds when the stocks trade at high levels but when it corrects, we tend to feel that we could have booked some profits and keep the cash for upcoming opportunities but then in the meanwhile the stocks corrects and it looks like a missed opportunity
Fund required or not but partial profit booking at 100% return is important if you have proper allocation 10% or 20 during initial investment.
DeleteGreetings ma'am!
ReplyDeleteIs upcoming SME IPO Indian Phosphate competitor to Aarti Surfactants?
Regards
When Aarti Surfactants have giant competitors such as BASF Corporation, Croda International, Evonik Industries, Solvay, Dow Chemical then no point to compare with new born companies.
DeleteDolly Ma’am, Happy Janmashtami to you and your family and to this family of bloggers!May God Bless us all with Love,Peace and Prosperity.Vasudaiva Kutumbakam!
ReplyDeleteHappy Janmashtami, Mam & Sir..
ReplyDelete
ReplyDeleteHi Mam,
When there is interest rate cut in future, in such cases metal stocks should perform well.
Suraj product is Metal sector and PE is also reasonable.
Why it has reduces 50%(500INR per stock) from top (906 INR)?
Any idea?
no
DeleteCredit rating agency has given 10-12% growth for Aarti surfactants Is it enough to become multibagger? What is current capacity utilisation and expected revenue 3 years frow now?
ReplyDeleteCapacity utilisation is around 85 -90%. Expected revenue will above 800 crores
DeleteGood morning Mam. Iam following your block since 2020 and understand that the stock suggested by you are 90 percent Gem of the stock. We can become crorepati if we hold stock patiently for three to four years.Quantity of stock is more important. See Jubilant industries has jumped from Rs 127 to Rs 1700 with in four years.Thanks a lot mam .God bless you.
ReplyDeleteYou can continue to hold Jubilant Industries because it has huge potential, it can give 50x to 100x in next 10 -12 years.
DeleteMam
DeleteCan same thing be said about Jubilant Ingravia share proce also??
Madam shall I budy jubliant industries at cmp. I stated following you from just 2 years. This stck suggested long back. Can I buy now
DeleteCan i buy jubliant indistries at cmp?
DeleteNot advisable to buy at cmp
DeleteMam and sir pranam , i want to fund my kids annual education fee from my portfolio for stocks suggested on the blog for the next 4 years .the fee per year would be approx 8 % of portfolio . The portfolio has grown at around 24% in last 8 years and doing well Is it possible to follow this path .pl guide advise. Rgds
ReplyDeleteIt depends upon input ( investment) and output (profit) will be in same proportion. Average return will be similar to above mentioned.
DeleteDear Ma'am
ReplyDeleteThere is a news that Adani Wilmar to buy 67% stake in Omkar Chemicals, news link below.
https://www.business-standard.com/companies/news/adani-wilmar-to-buy-67-stake-in-omkar-chemicals-aims-to-expand-footprint-124071101199_1.html
kindly advise
Not tracking these stocks
DeleteDolly mam, which week in September month next stock recommendation we could expect ?
ReplyDeleteThank you
It will be posted before September 30, 2024.
DeleteMadam, will it be posted only here or any other aite
Deleteyes
DeleteMadam, what is the reason behind sudden upmove in GLS @ 1095 & Ajanta soya @ 40/- ?
ReplyDeleteIt is normal price with expectation of good results in coming quarters.
DeleteMam/ sir pranam , is it advisable to use / sell portfolio stocks to fund daughter education . I have a decent portfolio and will need to sell 8% of it every yr for the next 4 yrs .pl guide advise
ReplyDeleteYes , purpose of earning the money is to utilise it for oneself and family members.
DeleteHi Mam,
ReplyDeleteThanks for your recommendation in Patanjali. I purchased it in ₹962 and sold it today at ₹1970. Booked partial profit at 100%.
Congratulation
DeleteMam stil i dont recvied raymond lifestyle shares in my demat A/c . I got sms on my registerd mobile no..that raymond lifestyle share is credited to ur demat . But it is not reflecting . Should I wait?
ReplyDeleteYou can contact your broker.
DeleteToday i.e. 5th Sep it got available for trading in my zerodha account
DeleteGo to allocate tab or check your demat holdings
Deleteajanta is moving now after a year. one doubt madam for my undertanding. why is the NP only 1% of sales . isnt that very low margins. will it improve in coming quarters. thanks
ReplyDeleteIt will improve in coming quarters
DeleteNamaste mam,
ReplyDeleteWhy jublient ingrevia struck on 650 range price? Any fundamental pbm mam
No fundamental problem, now it is already above Rs700
DeleteDolly mam, what will be targets for Ajanta Soya
ReplyDeleteFirst target of 100% return within 3 years
DeleteGood morning mam. Any good news for Ajanta soya share upward movement. Thank you
ReplyDeleteIt is normal price with expectation of good results in coming quarters.
DeleteSintex plastic technology sold to M/S durgesh infrastructure pvt Ltd.pl comment on present we have shares of Sintex plastic technology limited
ReplyDeleteIf still holding Sintex plastic technology limited then better to right off ( adjust the loss against current profit while filing ITR .
DeleteDolly Mam,
ReplyDeleteWhat is wroing with Magna Electro Castings? It is going in Lower Circuit for last couple of days.Please advice. Thanks.
It is because of ESM Stage 2 and trading in Periodic Call Auction
DeleteGood afternoon mam,
ReplyDeleteOn August 14th, the Price-to-Earnings (P/E) ratio of Ajanta Soya was recorded at 60, but by August 16th, it had decreased to 24. Could you please explain the factors that could have contributed to such a significant adjustment in the P/E ratio over this short period?
Let me know if you'd like to refine it further.
Regards.🙇🏻♂️🙏🏻
It is because of Q1 result on 14 August
Deletehttps://www.bseindia.com/xml-data/corpfiling/AttachHis/a041682f-94c0-45f3-9800-8e9677247763.pdf
Mam in wardwizard president of marketing and branding resigned. Is it a cause of concern? Any impact on company financials ?
ReplyDeleteRegards
no
Delete@Dolly Ji/Rajeev Ji, Education is the key to success in life, and teachers make a lasting impact in the lives of their students. Happy Teachers Day
ReplyDeleteHappy Teachers day Mam and all the blog members, may God bless everyone with teacher just like dolly mam in the life...tc
ReplyDeleteNamaste mam,
ReplyDeleteWhy wardwizard stock too much up and down movement? Any reason mam.
no
DeleteHappy Teacher's day.. Thank you teacher for all that you have done for the good of genuine investors in the Indian markets. May god bless you with good health, wealth and prosperity
ReplyDeleteHappy Teachers Day....Madam and Sir...it was a great day for blog followers
ReplyDeleteMadam, thank you very much for your selfless service of educating small retail investors like me. Most of yours picks are spot on. Thank you for recommending Raymond at very early stage. Could you please tell how much will be the combined market cap of all the three entities once another demerger completes.
ReplyDeleteYou mean 100k? current Raymond and Lifestyle together 27k
DeleteRaymond + RRL + RLL = 10K in next 3-4 years.
DeleteBumper listing for Raymond Lifestyles. Thank you madam & sir for giving your advice.
ReplyDeleteDear Mam, thank you for being invaluable teacher for us since the inception of this blog. Happy teachers day! Thanks for the great recommendation on Raymond...it has been a great wealth creator! God bless you and your family!
ReplyDeleteDear ma'am, Happy teachers day. Thanks you so much for your recommendations,guidance and support
ReplyDeleteAccept my pranaam on Teachers day. We wish good health and prosperity for you and your family everyday. Thanks again for changing life of so many blog followers. We all will be indebted to you for life for your selfless service with such humility in era of influencers.
ReplyDeleteHello Rajiv sir from where exactly we should check the industry PE ,Regards
ReplyDeleteBSE and NSE website are good.
Deletehttps://www.business-standard.com/companies/news/ev-maker-wardwizard-innovations-to-form-joint-venture-in-saudi-arabia-124090601124_1.html
ReplyDelete*May Lord Ganesha 🕉️ Bless You & Your Family with Good Fortune ,Health and Remove All Obstacles..Happy Ganesh Chaturthi Mam 🙏🏻.
ReplyDeleteRespected madam, wish you happy vinayaka chaviti
ReplyDeleteDear Dolly ji, Happy Ganesh Chathurthi to you, your family and this family of Blog members.May Ganesh Bhagwan shower Hus Grace and Blessings on all!
ReplyDeleteHappy Ganesh Chaturthi mam. God bless you 🙏🏻🙇🏻♂️
ReplyDeleteHappy teachers day sir and mam rgds Deepak
ReplyDeleteVery Happy Ganesh Chaturthi to you Madam and Blog members
ReplyDeleteHappy Ganesh chaturthi madam and Rajiv sir
ReplyDeleteWish you Very Happy Ganesh Chaturthi
DeleteMama SNL bearning giving decent results. When we can expect upward movement. Is there any fundamental issues?
ReplyDeleteResult id good and stock is also moving up
DeleteMa'am waiting for your stocks.. It's been so long of Aarti Surfactant given by you, after that nothing..
ReplyDeleteSure it will be posted within this months.
DeleteMam, Can we hold Raymond lifestyle or we can book some profit. What is you view on Raymond infra valuation? Will it get similar valuation like lifestyle?
ReplyDeleteYou can hold or sell based on your fund requirement. It will be lower than than lifestyle business
DeleteDolly Mam,
ReplyDeleteWhat is wrong with Visaka Industries. It is not going up
Nothing wrong but wait for 3 years.
DeleteHi Dolly Ji: good evening. Can you please let us know reason for sudden spurt in GLS price? What is the target in next 2 to.3 yrs?
ReplyDeleteJust keep free of cost shares and relax, dividend is also good.
DeleteHi Mam,
DeleteAfter Nirma took over GLS they were not giving the dividend as compared to the previous promoter (Glenmark Pharma). Can we expect good dividends in upcoming years.
yes
DeleteRespected madam, please recommend next stock should be buying stock in every one portfolio
ReplyDeleteok
DeleteNamaste madam, Raymond life style shares are not credited in to my DMAT account.I am using ICICI DIRECT DMAT.
ReplyDeleteYou can contact your broker to resolve the issue
DeleteI am also using ICICI Demat. Now I can see them in my account.. Path is Stocks->Demat Holdings..then click Allocate ..then u will see it
DeleteMadam.... This year how many stocks we can study?
ReplyDeleteTotal 4 stocks in 2024
Delete
Delete"So, we're expecting two stocks between September and December, right?"
Yes, one stock this month and one in December
DeleteHello Maam, can we expect Ajanta Soya to show same rally as Xpro
ReplyDeleteNeed to keep expectation reasonable. First we are looking 100% return within 3 years.
DeleteSir, Please share, market cap and % allocation for the next stock.
ReplyDelete10% allocation
DeleteHello maam....please comment on expected sales and margins for ajanta soya in coming 2-3 years. Thank you
ReplyDeleteOperating margins will be around 4 to 5%
DeleteDolly Mam,
ReplyDeleteHolding Lykis from 42 rs. Now 53. Please advice whether to hold or exit and reinvest in another stock. Thanks.
You can hold or sold free of cost share according to your fund requirement
DeleteMam, could you pls help understand the main raw material for cement roofing sheet of Chrysotile fibre related to asbestos which is banned in many countries and even asbestos mining is banned in India. Will this impact the margins and main revenue of Visaka. Need your help in understanding the stock from long term point of view
ReplyDelete