Wednesday, December 19, 2012

LA-OPALA RG - UPDATE

LA-OPALA RG  is a stock repeatedly recommended from a level of Rs.60/- ( Initial posting HERE) up to Rs.190/- (Latest posting HERE) .Today stock hits its life time high @ Rs.237 /- backed by strong accumulation by promoters even at higher level.( Latest Disclosure HERE). As mentioned in the previous posting, full benefits of recent capacity expansion is expected to reflect in coming quarters. Recommending to HOLD .

48 comments :

  1. Dear Sir,

    Can i enter at this price. please suggest.

    i have been holding Vijay Lakshmi Engg Works. Can i hold for some more time. Bought at Rs. 82.50. Now CMP Rs. 30 (Approx). Please suggest.

    Thanks

    ReplyDelete
    Replies
    1. Veejay Lakshmi already recommended to book loss in last March.See the comment part of the below link

      http://value-picks.blogspot.in/2012/02/sachetha-metals-book-profit.html

      Delete
  2. Dear VP
    Can you share your view on MARKSAN PHARMA?Can i buy on current levels?

    ReplyDelete
  3. Anything wrong with sabero organics ?It hasn't stopped sliding for a long time

    ReplyDelete
  4. sir i had bought sequent at price recommended by you.. and already fetched amazing results without nothing spl in results as of yet.. sir why share has moved up so sharply in recent times..?? requesting you to ans..lastly, thanking you for ur amazing pick in form a sequent scientific, hats off to you..!!

    ReplyDelete
    Replies
    1. Thanks for sequent reccomondation

      This will rock more

      I bought 3000 and when it was falling from 190 to 140 sold 1000 and kept rest of the things

      As you always says need patiance and conviction so that we can be rewarded

      Merry Christmas and Happy New Year

      Prasad

      Delete
  5. hats off to u sir..on your recomendation of sequent scientific..adf foods too rocking..

    thanks a lot for sharing ur ideas with us.may god shower all his blessings on you

    advance xmas wishes

    ReplyDelete
  6. VP sir, what is your views on
    1. IL&FS Investors Management
    2. Redington India
    -Mayur

    ReplyDelete
  7. sir i have been investing in petronet lng since long time almost like sip is it ok to continue in it? os shall i venture out and purchase ones as indicated by your blog site

    ReplyDelete
    Replies
    1. Not a bad stock, some important projects are in finishing stage .Wait some more time..

      Delete
  8. Dear VP

    When I join your blog accidently, there were only around 100+ followers now it stands at 520+ and I was struggling financially due to the 2008 stock market mayhem.

    Your support has been a huge confident booster as far as I am concerned.(beacause many of my stocks in portfolio from 2009 is from midcap/smallcap area which were being recommended by you later through your postings).

    Venus remedies/de nora/aegis gained me multiples returns.
    Aries agro/themis/future market gave me negative returns.

    I wish we will meet someday. I consider you as A wonderful personality who guides stranded retail investors and helps to give enogh confidence to those still afrides to invest in stock market. Great going Mr.VALUEPICK(xxxxxxx) (I dont know your real name. 'You could share when we meet').

    Happy investing

    Vishnu

    ReplyDelete
  9. Dear Sir,
    Can we add this in our portfolio NOW?? or should we wait for any correction?

    ReplyDelete
  10. Thanks a lot for this Pick .. Can we buy Multibase at current levels ?

    ReplyDelete
    Replies
    1. This was VP's last reply on multibase
      rgds
      BRK
      ----------------------
      Thursday, November 8, 2012
      MULTIBASE
      CMP Rs.41 ,Recommended @ Rs.35 reported more than 100 % jump in net profit for September quarter compared with same period last year .Recommending to HOLD

      Delete
  11. Sir,
    First of all thank you so much for recommending la opala. I am a late entrant to your blog, but still got benefited by this scrip( though my avg is at a higher price of 198).
    I also have OPTO CIRCUITS in my portfolio and it would be of great help to me if you could suggest what i do with it.. I hold 100 shares of OPTO at avg price of 133.
    THANK YOU,
    AJAY B

    ReplyDelete
    Replies
    1. Seems downside risk is limited in Opto,HOLD

      Delete
  12. Sirji

    Could you tell us on your recent recommendations like
    1. Indo Amine
    2. Span
    3. Simran Farm
    4. Eon Elec
    5. TIL
    6. Rossell
    7. Bambino

    A. All are the above are hold position? or can we add in small portions.

    B. Your present view on the above

    Finally wish you and all the followers a great new year ahead. May health, wealth and prosperity spread in your life.

    Can we come and visit you in Kerala?

    Rgds
    BRK

    ReplyDelete
    Replies
    1. Most of these stocks are recommended only recently .Not even a single quarter completed since recommendation or any big price change/new developments .Nothing extra to comment at this point of time.

      Delete
  13. Any suggestion from heavy engineering space except suzlone.

    ReplyDelete
    Replies
    1. KirloskarPnuematic is a decent bet for long term

      Delete
  14. Sir,
    I had an investment in granules india.I bought it around @ 109 ,600 nos.I like to know more about its capacity expansion ( pfi and FD) whether they had started operation or not.Kindly inform .....

    ReplyDelete
    Replies
    1. Why you are asking spoon feeding every time.? .Even you are a share holder why you are not contacting with company secretary to get the answer rather than asking this question to VPJi.If you want making money you should take at least some efforts.

      Delete
  15. Wahh sirji...yesterday Sequent...today La Opala...
    Keep Rocking. A BIG Thank You from my bottom of heart.
    -Mayur

    ReplyDelete
  16. hi sir
    pls share ur views on CESC for investment purpose..

    ReplyDelete
    Replies
    1. Price may move up or not ,but I am not interested to recommend any company from RPG Group.

      Delete
  17. Sir,
    Is this the reason for the fall in Granules India?

    The PCB reviewed 50 pharma and chemical plants in the Indian state of Andhra Pradesh this week and is reportedly planning tough actions against the worst offenders. According to media reports, the companies that risk having production facilities forcibly closed also include Hetero Drugs, SMS Pharmaceuticals, Sri Krishna Pharmaceuticals and Granules India.

    If this is the reason, then it would be a good chance OR Boon for investors to add on fall as the business is still doing good.

    Please correct if wrong.

    Rgds,
    Ramchandra

    ReplyDelete
    Replies
    1. This list includes even Dr Reddy's Lab and Matrix Lab.This issue is only related with company's Jeedimetla Facility and will not affect its Formulation or API facilities.No action happened so far and company is taking steps to resolve the issue .Chances are very rare for any negative impact on the working of company on this account.

      Delete
    2. In such a scenario isnt it a opportunity to accumulated granules??

      sir what is the reason for sequent moving so sharply..??

      both of these companies have given amazing returns to value investors..:)

      Delete
  18. Dear Sir,
    What's your view on Dena Bank (a merger candidate) can one enter at current levels ?
    What's overall view on banking segment ?
    Thanks

    ReplyDelete
    Replies
    1. Positive on Banks but not tracking Dena.Only Yes and ING

      Delete
  19. Hello Sir,
    I was just going through your old posts and found some stocks which did not appreciate much from recommended level. If you could guide on the following, if the reason for appreciation in future is intact
    1.vulcan eng
    2.bharat gears
    3.kirloskar elec
    4.bajaj hind
    5.anjani portland
    6.prakash
    7.eastern gas
    8.tayo rolls
    9.kalyani forge
    10.premier explosives
    11.blue star

    sorry, the list is big but i think all these are tracked by you so shouldn't take much of your time.
    Regards,
    Nadim

    ReplyDelete
    Replies
    1. Thanks for finding time to segregate 11 stocks which under performed from more than 200 stocks recommended in past three years.My stock selection depends only on fundamentals and possible improvement in fundamentals in future.In such a case sometimes our expectation may not met .This may happen due to two reasons 1)The entire industry not came out of woods within an expected time period .2) Even the industry recovered that particular company could not utilise the opportunities and failed to scale up the business even other cos in the same industry is improving their performance

      If you look at the majority of the mentioned companies , the first case is applicable.Many of them are related with sectors like Engineering,Auto,Steel..etc.

      I believe ,this is not the problem of these companies alone but the entire industry .So we can't say these companies are bad .When this will gain is a question .I believe these sectors will start to show some improvement once the interest rate come down.If you have patience to wait till then ,wait otherwise if there is another opportunity available just book loss and utilise the other available opportunity .Never expect we will get same level of appreciation in each stock and never hesitate to book loss if some other options are available which can be utilised to compensate the loss in one.

      Delete
    2. Thanks so much for the response. The idea of raising this question was not to find non performing stocks but was to search where an entry could be made to have a decent gain. I am a new bee to your blog and I don't have an exposure to any of them. I really appreciate your efforts and brilliance. I lost a lot in the market and want to make money and that's the reason I did this filteration. I see most of your recommended stocks appreciated a lot already and so am afraid to make an entry in those and searched for some who didn't perform well so that can enter there.
      Regards,
      Nadim

      Delete
  20. any change of views on suzlon

    i like to buy chunk @ 18 levels

    ReplyDelete
    Replies
    1. Go for it if have patience to wait a period of at least 2+ years.

      Delete
  21. Dear VP ji, when you recommended to buy GPIL in sept i bought 400 shares at but after 4 months again the prices are at same level why they are not moving up? when we can see a upside movement !

    ReplyDelete
    Replies
    1. Please don't think 4 months is a long period in stock market.

      Delete
  22. Dear Sir,
    Your view on Cairn for 2 yrs...I have @325.

    ReplyDelete

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