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, March 3, 2026
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"
Mam, What big/ace investors do in current situations like this ? Do they buy stocks in small chunks which they were unable to buy earlier? or they stay away & let market to get stable ?
May this Holi paint your life with the vibrant hues of robust health, immense wealth, and unending joy! Wishing you and your family a colorful, safe, and prosperous Holi sir/madam
You have been running this blog for the last 10 years, and I’ve never seen you pick stocks from hot themes. Are you generally against them because of valuations? At least we don’t choose mainstream players.
Over the last four years, investors have chased themes like railways, solar, power, defence, and data centers one after another. Many of these stocks have delivered superlative returns and corrected heavily as well.
I would broadly like to understand your way of thinking on this.
Current situation gives huge investment opportunity. It also require great courage to buy and stay positive in turbulent market conditions. Nobody knows the bottom of the market it may correct 30% 40% or even 60%. The fall market depends serverty of the crisis and the recovery of market will depend upon the pace of peace establishment in the war affected region.
Not only Raymond but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.
Not only above mentioned stocks but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.
Madam some stocks is approaching 3 years from rec date. Is there any change in time period to 5 years from three years due to external factors of war etc
Mam adcounty media india how to look these stock? Stock Valuation very Attractive.and balance sheet show good profit year vise year.sales also increased year by year.can i buy these stock at current cmp?
Above mentioned are negative effect of the war on steel sector but the positive side is that the steel demand will rise after the war to rebuild the damages on housing, factories , infrastructure etc. Most of the Chinese steel supply will be diverted towards Iran in exchage of crude oil.
Hello mam, hope you are doing good. Q3 results of Ajanta Soya is very poor even though there was a price increase of Sunflower compared Q2. Also there is no update from Ajanta soya on the reasons of low revenue. As in current quarter there is huge increase in oil prices will this increase revenue or supply disruption due to war will decrease revenue. Can we assume high oil prices means higher revenue and margin. Could you pls help us understand next 1-2 year prospects of this company as company gives no update.
The effect of short supply or surplus supply will have dual impact on company balance sheet, it will be positive for one quarter and negative for next quarter. Definitely good future in the long run
Market corrected 12% from January mid high, small cap corrected 12 to 15 % . If war continues further , market would fall another 10% . Hold tightly your portfolio. Don't panic. Thank you mam for your support and courage given to retail investors. Thank you.
Yes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity and hold your stocks with patience. Market will recover much faster than our expectation
Sir, many stocks down massively 20-44% from Recommended price. Has war, oil prices etc disrupted investment thesis on some stocks ...or still OK TO BUY? Aarti Surfacecent, Visaka, Ajanta Soy, Hisar Metal, Nikhil Adhesive, Manaksia Steel
Yes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, if you have fund for investment then you can start adding above mentioned stocks in small quantities to build your portfolio.
What should we do about 20% allocation stocks primarily Visaka Inds, Aarti Surf, Patanjali, Jub Ingrevia and some repeat stocks Ajanta Soya, Suraj products all are either significantly down from recommended price or haven't given the returns we expected. Also, with rupee falling each day, the overall loss is even more in dollar terms. For a middle class person this is hard hit financially
Whole world is struggling with energy crisis and financial losses due to gulf war. These are the external factor which we don't have any control on it. We can expect and hope that peace will come back and people will start living normal n happy life.
You can continue to hold your stocks as it is. This situation will not last long and market will recover quickly in coming months.
Dear Madam, Ajanta Soya and Raymond stocks touching its lows every other day. Are there any potential left in these stocks or both are gone case now? Please share your valuable thoughts. Thank you
Rajeev Sir & Dolly Mam, Happy Holi
ReplyDeleteMam, What big/ace investors do in current situations like this ? Do they buy stocks in small chunks which they were unable to buy earlier? or they stay away & let market to get stable ?
ReplyDeleteGenerally relax and just observe the market without any action. Sooner or later market will recover and reward the investors.
DeleteHappy holi to you and all over here...
ReplyDeleteHappy Holi madam and Rajiv sir
ReplyDeleteHappy Holi to you and your Family mam.God Bless you.
ReplyDeleteMay this Holi paint your life with the vibrant hues of robust health, immense wealth, and unending joy! Wishing you and your family a colorful, safe, and prosperous Holi sir/madam
ReplyDeleteHappy Holi to you sir and your family. Is it a good time to pick any energy theme stock like IEX or Waaree energies ?
ReplyDeleteHappy Holi to Madam, Sir and all the blog members ..
ReplyDeleteVery happy and colourful Holi Mam'
ReplyDeleteHappy holi Ma'am
ReplyDeleteHi Ma’am,
ReplyDeleteYou have been running this blog for the last 10 years, and I’ve never seen you pick stocks from hot themes. Are you generally against them because of valuations? At least we don’t choose mainstream players.
Over the last four years, investors have chased themes like railways, solar, power, defence, and data centers one after another. Many of these stocks have delivered superlative returns and corrected heavily as well.
I would broadly like to understand your way of thinking on this.
Generally we try to avoid much hyped stock or sector. Other sectors are also giving good return which are simple and easy to understand.
DeleteHappy Holi to you and your Family Ma'am.God Bless you.
ReplyDeleteHi mam,
ReplyDeletePlease guide us in this turbulent times. Stocks are going on sale. Shall we pickup some or wait for more correction ?
Thanks
Current situation gives huge investment opportunity. It also require great courage to buy and stay positive in turbulent market conditions. Nobody knows the bottom of the market it may correct 30% 40% or even 60%. The fall market depends serverty of the crisis and the recovery of market will depend upon the pace of peace establishment in the war affected region.
DeleteCan we buy Aarti Surfactant at CMP?
ReplyDeleteYes
DeleteMam,
ReplyDeleteGood days aahead for Jubilant ingrevia.
Chemical Stock in Focus After $300M Agrochemical CDMO Project Set to Start Commercial Production
https://tradebrains.in/chemical-stock-in-focus-after-300m-agrochemical-cdmo-project-set-to-start-commercial-production/
Yes
DeleteGood morning mam. Raymond life style is trading below Rs 800 . Is it a good buy for three years investment. Thank you
ReplyDeleteNot only Raymond but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.
DeleteMam deepak fertilizer,nitin spinnner, emkay global finance its attractive price range can it buy these stock at cmp?
ReplyDeleteNot only above mentioned stocks but most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, you can start adding in small quantities to build your portfolio.
DeleteVisited current weeak Discount Sale:
ReplyDelete1. Suraj Prod, RP 232, Mkt 223
2. Kalyani Forge, RP 550, Mkt 565
3. Hisar Metal. RP 198, Mkt 153
4. Manaksia Steel, RP 55, Mkt 54
5. Ajanta Soya, RP 29/32, Mkt 22
6. Visaka Ind, RP 125, Mkt 58
7. Nikhil Adhesive, RP 102, Mkt 61
Now these stocks even corrected more, you can buy in truck load
DeleteMadam some stocks is approaching 3 years from rec date. Is there any change in time period to 5 years from three years due to external factors of war etc
DeleteCan u pls share yur view madam
DeleteMam adcounty media india how to look these stock? Stock Valuation very
ReplyDeleteAttractive.and balance sheet show good profit year vise year.sales also increased year by year.can i buy these stock at current cmp?
Sorry not tracking it
DeleteOpportunities to Buy: (Lessons from Market Crashes)
ReplyDelete1. Harshad Mehta Scam (1992)
Crash: 54%, Recovery: 2Y 4M
2. Dotcom Bubble (2000)
Crash: 56%, Recovery: 2Y 3M
3. Global Crisis (2008)
Crash: 61%, Recovery: 1Y 8M
4. COVID Crash (2020)
Crash: 38%, Recovery: 8M
5. OIL WAR (RUSSIA-UKRAINE & US-IRAN) FII SELL, RUPEE CRASH (SEP 2024)
Crash:?, Recovery: ?
Yes every deep market correction has given great investment opportunity
DeleteOne doubt on STEEL Please...
ReplyDelete1. Higher input (Limestone) cost (War: No import from Oman & UAE)
2. Cheap STEEL import to India by China, Japan & ASEAN (War: No delivery to Gulf)
So our STEEL stocks (Manaksia, Suraj Products, Hisar, SunFlag, anything else?) will be affected now?
Above mentioned are negative effect of the war on steel sector but the positive side is that the steel demand will rise after the war to rebuild the damages on housing, factories , infrastructure etc. Most of the Chinese steel supply will be diverted towards Iran in exchage of crude oil.
DeleteMam , I want to invest deepak nitride and snl , I have 1 lacs pls suggest me in preset cinario
ReplyDeleteYes you can start adding in small quantities on every correction
DeleteHello Mam, is it possible to buy Kalyani Forge at the current CMP 560?
ReplyDeleteYes you can buy
DeleteHello mam, hope you are doing good. Q3 results of Ajanta Soya is very poor even though there was a price increase of Sunflower compared Q2. Also there is no update from Ajanta soya on the reasons of low revenue. As in current quarter there is huge increase in oil prices will this increase revenue or supply disruption due to war will decrease revenue. Can we assume high oil prices means higher revenue and margin. Could you pls help us understand next 1-2 year prospects of this company as company gives no update.
ReplyDeleteThe effect of short supply or surplus supply will have dual impact on company balance sheet, it will be positive for one quarter and negative for next quarter. Definitely good future in the long run
DeleteMarket corrected 12% from January mid high, small cap corrected 12 to 15 % . If war continues further , market would fall another 10% . Hold tightly your portfolio. Don't panic. Thank you mam for your support and courage given to retail investors. Thank you.
ReplyDeleteYes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity and hold your stocks with patience. Market will recover much faster than our expectation
DeleteSir, many stocks down massively 20-44% from Recommended price. Has war, oil prices etc disrupted investment thesis on some stocks ...or still OK TO BUY?
ReplyDeleteAarti Surfacecent, Visaka, Ajanta Soy, Hisar Metal, Nikhil Adhesive, Manaksia Steel
Yes, most of the stocks are corrected 20 - 40% in recent market correction . Market is giving great investment opportunity, if you have fund for investment then you can start adding above mentioned stocks in small quantities to build your portfolio.
DeleteSuraj Products...daily LC .. reached 188. Any reasons?
ReplyDeleteIt is inline with market correction mainly due to negative sentiments originated from Gulf War.
DeleteWhat should we do about 20% allocation stocks primarily Visaka Inds, Aarti Surf, Patanjali, Jub Ingrevia and some repeat stocks Ajanta Soya, Suraj products all are either significantly down from recommended price or haven't given the returns we expected. Also, with rupee falling each day, the overall loss is even more in dollar terms. For a middle class person this is hard hit financially
ReplyDeleteWhole world is struggling with energy crisis and financial losses due to gulf war. These are the external factor which we don't have any control on it. We can expect and hope that peace will come back and people will start living normal n happy life.
ReplyDeleteYou can continue to hold your stocks as it is. This situation will not last long and market will recover quickly in coming months.
Thank you ma'am for being with us on this turbulent period. Almost portfolio went down by 40% I hope it will recover sooner.
ReplyDeleteDear ma'am, Is it a good time to buy or start accumulating Raymond ltd? Can it be a multibagger from here from a long term perspective
ReplyDeleteNamaste Madam,
ReplyDeleteThe current situation has given opportunities for stocks recommended over last 2 years.
What is your thoughts on Wardwizard Innovations & Mobility Ltd., could I accumulate on current price or wait?
Thanks,
Viswa
Dear Madam, Ajanta Soya and Raymond stocks touching its lows every other day. Are there any potential left in these stocks or both are gone case now? Please share your valuable thoughts. Thank you
ReplyDelete