Tuesday, February 25, 2014

LA-OPALA RG ,CENTUM ELECTRONICS - UPDATE



LA-OPALA RG

La- Opala RG  initially recommended @ Rs.66 ( Old posting HERE)  hits its life time high today  @ Rs.734. Company now planning a 7 % hike in its most popular DIVA range  products and giving priority to become a debt free company in near future.Company also planning for another capacity expansion, to be completed in 2015 .Even if this stock already turned as a 10 bagger ,still recommending to HOLD it for long term.

CENTUM ELECTRONICS

Centum Electronics  initially recommended @ Rs.88 ( Old posting HERE)  hits its52 week high today  @ Rs.185 .Still recommending to HOLD the stock.

34 comments :

  1. sir is there any acquisitions can happen in future and entering into any other household business is it possible for this?
    thank you

    ReplyDelete
    Replies
    1. Company recently indicated their to enter into related household business .I believe ,still there is lot of un tapped potential in the current business itself.

      Delete
  2. Thank you sir for your updates.

    Sir can one buy Infra and power companies for longer term now?

    Is TIL and Schnedier a buy or hold?

    thnk you sir

    ReplyDelete
  3. Sir, do you follow any of the mentioned small cap stocks? if yes, pls comments if those are buy @cmp..
    1. Photoquip
    2. DHP India
    3. Dynemic products

    Thanks, Mayur

    ReplyDelete
  4. Dear Sir ,I have been following Jain Irrigation after your reco.The story of jain is quite attractive . May i Know your view on Jain Irrigation after Q3 results ? Why the price is falling ? Can we average now or wait for further correction .. Thanks

    ReplyDelete
    Replies
    1. As I mentioned earlier ,all companies in this sector changed their business model in last few years . Industry and Farmers are just aligning with the new system which is affecting demand in recent times. I hope this transformation will happen in next few years .Specifically to Jain , its overseas non MIS business negatively affected due to recession .I hope there will be improvement going forward in both these cases ,but need enough patience.

      Delete
    2. Dear Praveen,We must realise one thing that no body compel us to buy one stock or other. If one is knowledgeable about the intrinsic value of a particular stock, he or she can wait for the desired price level for buying.

      Delete
    3. Dear Anonymous ...To be clear, I was not complaining about the stock performance... I have never bought any stock on a TIP. I did listen to stock recommendations from market veterans like VP sir and then tried to study those stock and if i was comfortable with the business model would then invest . I am a beginner in stock investing and I fully admit that I am not as knowledgeable as you in calculating the fair value of a stock. ... Thats why i was asking VP sirs opinion on the price changes in Jain Irrigation .

      Delete
  5. please sir, take pain to reply on vishal retail can it be bought?

    ReplyDelete
    Replies
    1. Promoters sold the entire business ( not the company ) under erstwhile Vishal retail as part of debt settlement.Now they started another innings under V2 Retail .Very early to say about it ,only high risk takers may take some exposure.

      Delete
  6. Sir please share your view on nath bio srtuggle in upward direction. Also people started spreading voice regarding some blogs who earns crores by such tips.

    ReplyDelete
    Replies
    1. It is a democratic country and we can't make anyone silent .What we can do is spend time to know more about companies to get more conviction..About Nath Biogene - I believe stock is still cheaply valued .But it moved sharply in recent days and some profit booking by short term players is normal after such a move . For a long term investor ,nothing to panic and even add more after a consolidation.

      Delete
  7. What's your view on aarti drugs and aarti industries .. After bad news the stock crashed to 130-140 levels and bounced back hard .. Both the companies look interesting for longer time frame ?? Both are trading at life high

    ReplyDelete
    Replies
    1. Not tracking both.Promoters seems buying

      Delete
  8. hello sir,should i buy paper product at this level?

    ReplyDelete
    Replies
    1. Stock already appreciated more than 50% from recommended level . See link below

      http://value-picks.blogspot.in/2013/09/paper-products-limited-buy.html


      Still chances are there but for long term investors only .

      Delete
  9. Sir, need you input for EPC Industries after the 3rd quarter result. Moreover. stock moved into T segment.

    Regards,
    Avani

    ReplyDelete
    Replies
    1. Replied for your e-mail with same question.

      Delete
  10. SIR UR VIEWS ON ELANTAS BECK & STYROLUTION ABS

    ReplyDelete
    Replies
    1. Both are suitable for low risk investors with good patience.

      Delete
  11. a thanks would be too small to thank your labour. its really difficult to believe ur interest for people like ours . anyway u r our real guide in this critical journey to stock market .

    ReplyDelete
  12. sir ur views on atul auto and everready ,,if they are on ur radar.
    thanks

    ReplyDelete
    Replies
    1. Atul already turned as a multibagger from recommended level with bonus , rights and CMP

      http://value-picks.blogspot.in/search?q=Atul+auto

      Not tracking Eveready

      Not tracking

      Delete
  13. sir your view on wockhardt chat transcript they are saying possiblity of shendra facility approval in this quarter
    sir do you see any posibility of approval by the USFDA (company is saying the facility is moderanised facility )
    they are saying remaining chilkalantha and walju is also ready for inspection do you see their work get approval from USFDA
    thank you

    ReplyDelete
    Replies
    1. I don't think even company can say a time frame ,but I am positive for long term

      Delete
  14. Sir,
    your view on ybrant digital an online advertising company? Earlier the stock price was 160 and now it is 13-14. Pl. advise

    chetan

    ReplyDelete
  15. Environment minister M. Veerappa Moily on Thursday said that the ministry has approved confined field trials of genetically modified (GM) crops.

    Sir do you think above news will have any impant on Nath Bio-gene since it is doing trail outside India??

    ReplyDelete
    Replies
    1. It does not means company is not doing any R&D work in India.Philippines trail is only for Cotton

      Delete
  16. hello sir, I'm holding 500 shares of BASF India Ltd. @ an avg price of 630, today it has reached it's 52 week high so i cancelled my SIP for the remaining 500. is it worth buying at even CMP(700) ? shall i buy it in one shot order of 500 shares or place an SIP again ?
    please help sir.
    thank you.

    ReplyDelete
    Replies
    1. I feel so ,it is a stock to be kept in core portfolio for long term.

      Delete
  17. sir yesterday i bought 5000 shares of linc pens and plastic@ 49.75 plz suggest ur views on linc pens

    ReplyDelete

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