Tuesday, October 30, 2012

HERITAGE FOODS ,NARMADA GELATINE ,BAMBINO AGRO - UPDATES

HERITAGE FOODS
This stock recommended as a buy below Rs.200/- .Today hits 52 week high @ Rs.394 and closed @ Rs.376/-, reported September quarter result as follows:




Related Readings :
Link -1

Link-2

Old posting HERE

NARMADA GELATINE
This stock recommended @ Rs.95/- and currently trading @ Rs.127/-, reported September quarter result as follows:


Old Posting HERE

BAMBINO AGRO INDUSTRIES LTD
Recommended @ Rs.40/- and currently trading @ Rs.54/-.Today company filed its latest share holding pattern to BSE .In September quarter ,holdings under promoter category increased slightly which currently stands @ 74.32 %

Old posting HERE




101 comments :

  1. Dear Sir,

    Do you like Merck Limited, or do they also have a problem of parent focusing more on unlisted subsidiary?

    ReplyDelete
    Replies
    1. Sure the same problem is applicable to MERCK

      Delete
  2. dear vp,
    kindly update on KSB PUMPS results.

    thanking you

    regards

    ReplyDelete
    Replies
    1. Result is not bad .Hold it In June qtr there was a an excess other income of About 3 Cr

      Delete
  3. Dear VP Ji

    Heritage at CMP 395 yly high, what is your opinion ? Shall we hold or book profits by looking the current voaltile market uncertanity.

    thanks and regards for your strong support for small investors..

    ReplyDelete
    Replies
    1. Growing business will always reward investors irrespective of market volatility .Hold it for long term .

      Delete
  4. Sir, your previous recommendation - fairfield atlas - can i hold it, please comment.

    ReplyDelete
  5. HI VP
    Why this Bambino in T trade category.
    i am unable to buy this stocks in my trading a/c.
    Just want to know the reason.

    ReplyDelete
    Replies
    1. This is the issue to be sort out through a consultation with your broker.Some brokers are not giving the facility to trade 'T' group stocks.If they are still not permitting it even after keeping full amount in your trading account ,better to change your broker itself.I think it is the right of any account holder to buy any shares listed in stock exchange if there is enough money in trading account.

      Delete
  6. Sir your views on ion exchange post results?Financial cost have risen sharply which is bringing down the profit.Do you recommend a hold?

    ReplyDelete
    Replies
    1. Hold it ,company is going to start manufacturing of water purifiers for a big brand in next few months.Expecting better utilisation of its resources going forward.

      Delete
  7. What is your view on Avanti post 2Q results? Thanks.

    ReplyDelete
    Replies
    1. Already recommended to book profit @ 191/-

      Delete
  8. Sir, Simran is 10% down from your last recommended price. Is it time to add some more or wait for further correction?

    ReplyDelete
  9. Thank u so much VP
    Buying T-trade stocks are banned with my broker.
    Anyway will open with another broker who will provide all facilities.
    Good day.

    ReplyDelete
  10. Hi VP Sir,

    I am following this blog since two weeks and felt that your recommondations are quiet practical.
    I am kind of new as stock investor (not trader).
    I have got lanco infrastructure at 20 and looking to average at 11. Could you please let me know your suggestion.

    ReplyDelete
    Replies
    1. Dear Reddy

      Stocks like Lanco Infra are over owned by general public and darling of day traders.These type stocks will move substantially either there is a run away rally in stock market or atleast some favorable changes for infra sector ,both not expecting in near future.If there is a possibility emerges to reduce interest rate in coming RBI meet in next quarter ,sentiments may improve for the sectors like construction,infra..etc.So don't expect any significant upside in near term and one can consider these type stocks if and only if there is a long term view.If company's efforts to pare debt succeed there may be some interest emerge.

      Delete
  11. VP Ji,
    Is there any change in financial of Simran farm? It has gone down by app. 30%. Should we add more now.
    Regards,
    Manmohan Garg

    ReplyDelete
  12. Dear Mr Manmohan

    In my previous posting on this stock I mentioned the chance of the impact of rising Maize and Soya price in coming result.Few days back Venky's India declared its result and as a foot note they indicated the reason for decline in their profitability is the rise in feed price.Investors may expecting the same trend for Simran and trying to exit before the declaration of result.There is also some report of bird flue incidents in south India .Even Simran's operations are not concentrated in this area people may take this also as a reason.As I my mentioned in previous post if there is any knee-jerk reaction post result , buy it and wait ,if you have a long term view.

    ReplyDelete
  13. Any update of Gandhimati appliance ?

    ReplyDelete
    Replies
    1. Above average risk takers can still hold it.

      Delete
  14. Dear VP
    I saw your blog yesterday, its my first post here. Today I have invested some money in Heritage foods and Aditya Birla Chemicals for long term. I hope u r still bullish on these two.

    sumit

    ReplyDelete
    Replies
    1. Yes for long term,review business growth and prospects periodically.

      Delete
  15. Sir ,
    Do you like any stock from technology space?Persisten systems seems a good stock.Do you track anything from this space?

    ReplyDelete
    Replies
    1. Rarely,Persisent already recommended for buy @ 430 .See the link

      http://value-picks.blogspot.in/2011/01/persistent-systems-buy.html

      Delete
  16. What is your present view on Biocon?


    Dr Suvasish chakraberty

    ReplyDelete
  17. Mr. VP,

    What should i do with FSL i am holding at 1200. whether to hold it or sell at current level.

    ReplyDelete
    Replies
    1. Not interested to recommend any company from RPG Group.

      Delete
  18. One of the Directors of Granules India - Mr. Nageshwar Rao is conssitently buying the shares. Keep an eye on Granules India for superlative gains. This may go down temporarily due to consolidation

    ReplyDelete
  19. Dear VP sir, what's your take on Bharat Gears and ABCIL post results today?

    ReplyDelete
  20. Very important update!
    ABCIL Net profit jumps by more than 500% this Quarter vs last year Quarter. Excellent work VPji. I want to hold this for another one year to see the stock zooms three times

    ReplyDelete
    Replies
    1. I think this is wrong..btw VP ji whats your view on the ABCIl results..did you check it?

      Delete
    2. It is true compared with last year same quarter .In this quarter there was an exceptional expense of Rs 4.8 Cr .That 's why compared with just previous quarter net profit seems less compared with just previous quarter.If we exclude this ,result is even better than June quarter

      Delete
  21. Sir
    Do you have any updates on prakash industies. Is it worth holding

    ReplyDelete
    Replies
    1. The entire steel related sectors are under performing now,except none.

      Delete
  22. Dear valuepickji
    Can you please tell me one or more company where i can remain invested for more than ten years.
    Thanks in advance
    Monalisa

    ReplyDelete
    Replies
    1. I am not a fan of these type stock selection .How one can predict the happenings between 10 years.One should track the invested company and industry and should take decisions accordingly.

      Delete
  23. When will PE of Narmada gelatine co improve as the co is catering to booming pharma n food sector,has pricing power n entry barrier is also high due to pollution issues.

    Worldwide prices are being increased,zero debt,75 % promoter stake so wilPE ever increase

    ReplyDelete
    Replies
    1. Dear Vivek

      Who ca n answer for this ?.If company perform well, ultimately market will give due valuation.I think nobody can time it.

      Delete
  24. Respected sir,
    I have purchased the share of sabero after the result, when you recommended that around 140 as I was convinced only after the result.i have averaged the share and I am planing to add more.should I add more once it gets above a considerable level (holding at 135 avg)i mean nearly 170 .or should I purchase more .please replay

    Ved srivas

    ReplyDelete
    Replies
    1. Average in small lots,good company for long term

      Delete
  25. Hi,

    Is there any reason why Bambino Agro is not moving up and going down. I could also see that operators are heavily playing by keeping the price range as 51-56..Will it surely go up...or operators do not want any UC/LC further..

    ReplyDelete
  26. Dear VP Sir,
    You missed my query 2 times. I want to know about lloyd Electric ? If u are tracking please help ? Can i hold. I am a long term investor.

    ReplyDelete
  27. Dear VP,

    What are your views on ChemFab and Savera Industries?

    Satya

    ReplyDelete
  28. Dear Sir,

    What are your thoughts about Petron Engineering?

    ReplyDelete
  29. Hi,
    This is with regards to your posts on tea in jan and feb 2012.
    It seems like a good time for parking ur money in tea stocks as the rewards shall start now.
    My favourite is Goodricke because of the quality of management, and the quality products and its brand name. Besides it has a strong balance sheet as well. I do like the Debt of Jayshree, havent looked into Rossel india much.
    Tea prices have moved in upward direction at a rate much higher than the rate at which produciton has declined resulting in a big plus for the tea producers in India.
    Goodricke's good marketing initiatives, its focus on packet tea business will make the most of this I believe.
    Whats your stance on tea at the moment?

    Cheers

    ReplyDelete
    Replies
    1. *Do not like debt of jayshree

      The rise in tea prices has been and is likely to be a value driver. Makes this sector good for medium to long term.

      Delete

  30. what are your views on basf india. is it worth buy after result.could you please suggest some stock from chemical and pestside sector other than abcil,please

    santosh mahadaven
    (bhopal)
    santosh.mahadaven@gmail.com

    ReplyDelete
    Replies
    1. you entered basf.dont you.today this message was posted around 11.32 and it got published around 12.30,you were online at that time.and before recommending you brought in huge quanty.the rose by about 12rs and the volume too increased.please dont play with small investor like us.
      you are a FRAUD.

      REGRETTING COMMING HERE
      SANTOSH MAHADAVEN

      Delete
    2. DEAR MR.SANTHOSH MAHADEVAN

      Your above message is one best example for baseless allegations made by some vested interest parties here and in some popular message boards.

      My dear Friend ,BASF is not a new stock for me and I need not require your message for looking in to it and take a purchase decision. I HAVE RECOMMENDED THIS STOCK TO MY READERS ABOUT ONE YEAR BACK AT Rs.510/-,( APPROXIMATELY Rs.150/- BELOW THE CURRENT PRICE ).THEN WHY I NEED TO BUT IT NOW ?

      YOU CAN CHECK THE SAME EITHER USING THE SEARCH OPTION PROVIDED AT THE TOP OF THIS BLOG OR USING THE BELOW URL

      http://value-picks.blogspot.in/2011/03/basf-india-buy.html

      Then what is the basis of your allegation ? .If you are still feel the reason of today's rise in stock price of this stock is your message to me ,better to check whether there is any hidden camera placed in front of your computer screen directly connected to the office of some big Investors ,operators or FII's .They might have tracking you closely .Any way ,Since I feel my readers who are interested to take position in this stock already done Rs.,150 below from CMP when I recommended it , I have no plan to recommend it again.

      A small advice , Seeing only one side and doing something without thinking every aspect will not make success in stock market

      Thanks,Yours FRAUD
      V

      Delete
    3. Dear VP,

      You are doing great job,Don't waste time replying these stupid Allegations. I am not the one to advise you, but it still came out of mind. There is bigger picture to look at.. :)

      Satya

      Delete
    4. Vp sir

      Why don't you discard such message. this make us also upset.

      rgds
      BRK

      Delete
  31. Dear Valuepick,
    Vardhman Industries (513534) Recently started 1 lakh ton Tinplate mfg th. their subsidiary.Any value you find,please inform through your blog

    Thank you

    ReplyDelete
  32. what are your views on tata motors dvr.

    ReplyDelete
    Replies
    1. Dear Arpit

      Generally not tracking Large Caps.

      Delete
  33. Hi value pick, its surprising me, when did you recommend Basf India today. think some group of people are tying to pull your legs. people are investing in the market without having knowledge and every one wants quick money from the market. that too without responsibility. basf india had increased merely 1.8 %. this increase in the share prices is not extraordinary. it is a huge percentage only for the traders. Regards
    RAMA MOHAN

    ReplyDelete
  34. Hello Sir

    Thanks for your reply on the previous comment on the message I posted earlier.
    Today the results for Rossell India were announced. But since I am not much familiar, can you please share the result with me and let me know what to derive from it..?
    Where should we get the result info and what are the man points to look at..?
    Apart from this, please let me know what is meant by less liquid stock..? Does rossell fall in non-liquid stock..?
    How does stock being liquid or non liquid impact stock future..?
    Thanks in advance. I hope you dont mind answering my general questions:). Take Care

    ReplyDelete
    Replies
    1. Result was slightly better than last year September quarter and far better than last quarter .Hold it

      Result Info available from Stock exchange's website.

      By liquidity , in stock market we generally referring volume .In one sense easiness to Buy and sell with less spread

      Delete
  35. Dear vp sir,

    Kindly suggest your views on tata global beverages,tata chemicals, trent, specialty restaurants, gruhfinance &
    bata, to create a portfolio at current cmp. Expecting your recommendations.

    ReplyDelete
    Replies
    1. Tracking only three out of these- Tata Global,Tata Chem and speciality.All are good for long term

      Delete
  36. Dear Rama Mohan

    I have not recommended BASF anywhere today .My recommendation was about one year back @ Rs.510.

    What we can do in other matter, everyone having freedom to say anything and we have no control over it

    ReplyDelete
  37. Dear VP ji

    I think the above allegation seems baseless and i hope your time is being wasted by acknoledging such type of issues. You should not entertain and waste your energy for these rather than to use productive research work.

    Try to understand and behave matured proffesional way by all readers.

    I think 1.8% increase is normal, how it is fraude...

    regards

    ReplyDelete
  38. Dear VP ji,
    I am following your blog since last 6 months. You are doing a very novel service for investors like us. I am in stock market since 7 years and after loosing money, understood that it is very difficult to make money from stock market. But now after reading your blog, again I have a hope that I could make some money here in market. The way you give reply to all questions of readers is commendable. I pray to God for your good health & prosperity. I have one question to you (just for curiosity)..what is your main business/job? As I see that you give answers almost all the time of day. Is stock market your main source of income? Again take it easy and answer only if you do not mind.
    Thanks.
    Manmohan garg

    ReplyDelete
    Replies
    1. Agriculture is my bread and butter :)

      Delete
  39. What is your view on Bambino Agro at current level? Will it go up...Right now it is in T2T category?

    ReplyDelete
    Replies
    1. Who can accurately say ,will a stock move up and when ? .The general concept of stock market is - stock price is a reflection of company's performance and I expect Bambino will perform better going forward .Group ( except - Z) is not a problem for real investors.

      Delete
  40. Dear Sir,

    Is Bharat gears results declared ? Today it got down by 7%.
    what is the reason and how about the results?

    any suggestion on this stock,

    awaiting for response,

    ReplyDelete
    Replies
    1. Dear Rao

      Result was not good.If you have only short to medium view ,better to book loss .If ready to hold more than one year HOLD it.

      Delete
  41. sir

    Any analysis / update on results of ION and ROSSEL ??

    ReplyDelete
  42. Dear valuepick,
    am regular visitor of your blog since 2 years and clear long term investor...please guide me for this query that i bought Rhodia speacility chemicals yesterday @384..is it right price to hold for long term and guide me whether can i buy some more in dips

    Regards,
    Prashanth

    ReplyDelete
    Replies
    1. This stock recommended for buy @ Rs.185 and requested to book profit @ Rs.420/- .Neutral at this point.Hope it is cost free as mentioned in the below link

      http://value-picks.blogspot.in/2011/08/rhodia-specialty-chemicals-india-ltd.html

      Delete
  43. Hi Sir,

    What are your views on Century Extrusions and Falcon Tyres?

    Thanks,
    Amit

    ReplyDelete
  44. can you please suggest the advantage and disadvantage of holding a delisted share.

    prashant

    ReplyDelete
    Replies
    1. Not enough knowledge to advice on this subject.

      Delete
  45. Hello VP sir,

    I am new to your blog.. You are doing a good service to the people.. I would like to ask a question..

    I have bought shares of a Company(Midvalley entertainment) few months back at 15.. The share price came down drastically to 7.47.. For the past few months the price of this share is same and there is no activity.. What may be the reason for this Price stagnant and what should I do in this circumstances.. Please advice..

    Thanks,
    Prabu K

    ReplyDelete
    Replies
    1. This stock already suspended from trading due to non compliance of listing norms.You can liquidate it only if exchange give permission to re-start trading on this stock.

      Delete
  46. dear vp,
    kindly share your opinion on BILCARE

    thanks

    regards

    ReplyDelete
    Replies
    1. May improve slowly but not expecting old levels.

      Delete
  47. Dear VP,

    What are your views on Rain Commodities. I understand that everyone one is focused on the highly leveraged B/O of Rutgers, but this acquisition seems very accretive. The Promoter seems decent. With this acquisition the company becomes a dominant force for CPC. Aluminum production is growing. It is certainly the metal of the future. Have you studied the company or know anything about it? Thanks.

    ReplyDelete
    Replies
    1. Any idea about the financials of Rutgers ?

      Delete
  48. WHAT'S YOUR CALL ON ELGI EQUIPMENT AT CURRENT 86 PRICE.
    PLEASE,I AM WAITING YOUR REPLY.

    ReplyDelete
    Replies
    1. Not bad ,enter only with some long term view.

      Delete
  49. respected sir,
    what are your precious views on JP power ventures.

    ReplyDelete
  50. sir want to know ur take on kwality dairy ltd.

    ReplyDelete
    Replies
    1. Earlier SEBI caught the promoters of this company for price manipulation .Not interested to recommend such a stock .So no opinion

      Delete
  51. Do you track Photoquip.

    ReplyDelete
    Replies
    1. Some doubt about the scalability of Photoequip's business.

      Delete

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