Thursday, July 10, 2014

DEWAN HOUSING FINANCE CORPORATION LTD - UPDATE

DEWAN HOUSING FINANCE recommended @ Rs.160 ,currently trading around Rs.375 .Stock appreciated more than 100 % in six months .Still recommending to HOLD this stock for long term


Recommendation Link HERE

62 comments :

  1. Sir , between Dewan housning , Repco Home and canfin which is good for including in core longterm portfolio ?

    ReplyDelete
    Replies
    1. These companies are operating in an industry having enough room for more than one player ans all these are good.But stocks appreciated very sharply in recent times for a fresh entry.

      Delete
    2. Thanks for the reply . But sir , why Private Sector Canfin trading at 11 PE Vs Repco at 24 PE ? Can we expect a huge re-rating in Canfin in the future ?

      Delete
    3. How come Canara Bank owned Canfin be a private sector company!

      Delete
  2. Dear VP Sir,

    Excel industries is going down with lower circuit everyday, i hope things are fine. I am liking their business model however, not sure what happened suddenly which is dragging this stock down. Please guide.
    Also, just want to say I am not a short term investor or a trader.

    Regards,
    Jitesh

    ReplyDelete
    Replies
    1. Before two or three lower circuits there was 10 upper circuits.Don't think stocks will move like a rocket only in one director.Correction and consolidation is necessary for any healthy up move.

      Delete
  3. Dear sir,
    I am repetedly asking the question about wockhard i dont know why it is not posted, sir please please show some light, what is happening in wockhard, and your views at current juncture.

    ReplyDelete
    Replies
    1. No change in previous view on Wockhardt

      Delete
  4. Hi VP Ji, are you tracking Asian Paints Limited? What's your take on it? Thanks!

    ReplyDelete
    Replies
    1. Good for passive investors to include in core portfolio

      Delete
  5. Hi,

    I have brought 1000 shares of Ashok Leyland at a price of 37.50/-. Kindly suggest me whether I should retain this for long term or should I drain this once it crosses my buying margin.

    Regards,
    BK

    ReplyDelete
  6. Any views on Flex Foods? Good to buy????

    ReplyDelete
    Replies
    1. Many times in the past mentioned as ,I am skeptical on its promoters

      Delete
  7. Hi VP,
    Any personal views of yours on how the budgets going to impact the market in long run? And do you find, finance minister was able to deliver what the industries were looking for?

    Cheers.

    ReplyDelete
    Replies
    1. In my opinion ,It was an above average budget,He not even completed two months in this seat .We should consider this fact too.

      Delete
  8. Hi Sir, Thanks for your valuable recos. In the current budget bauxite export duty has been increased from 10% to 20%. Will this have negative impact on Ashapura Minechem?

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  9. Dear Sir
    I think budget is for industries not for common man what u think , it is not market related question but u h very practical and very good knowledge of finance with ethics so i am asking . these types of budget will increase gap between poor and rich not good for whole people of country except few. If u were finance minister then what steps will u h taken for removing poverty.

    ReplyDelete
    Replies
    1. I think major reason for poverty is supply side issues including lower productivity,storage and logistics,corruption in distribution system ..etc.

      Delete
  10. Dear VP Sir
    Requesting your views on Control Print and your insights into the quality of management and future prospects. Thank you sir
    Regards
    Shankar

    ReplyDelete
  11. dear sir
    at current price your view of shakti pumps

    ReplyDelete
    Replies
    1. This stock recommended @ Rs.58 which is currently trading around Rs.235 .Still positive on it ,HOLD

      Delete
  12. Can I buy Symphoiny, Or Lloyd Electrical, Or Sharp India.

    Pls suggest if you are negative on any of above.

    Thanks VP sir,

    Praveen

    ReplyDelete
    Replies
    1. Not strictly tracking any of these.Hope Sharp India's new initiatives will pay off.

      Delete
  13. Sir - Your stock Paper Products requires update - what is your view on purchase of company that is equal in size. They should sell some land (they have over 300 cr of land in Thane, mumbai) to reduce debt

    ReplyDelete
    Replies
    1. Positive on the company ,HOLD for long term

      Delete
  14. Sir
    What r ur suggestions on Hindalco and Jain irrigation system...
    Regards
    UB

    ReplyDelete
    Replies
    1. Not tracking Hindalco

      Jain Irrigation is an already recommended stock

      Delete
  15. sir Caplin Point Laboratories Ltd has informed BSE that the Company’s Plant at Pondicherry, has commenced its additional line of Production in the area of Suppositories which is unique in its feature which very few Pharma Companies have. This will now enable export of these products to Semi regulated and non regulated markets which includes Dominican Republic, Guatemala, Nicaragua, El Salvador, Honduras, in Latin American Countries & Angola, Mali in West African countries.

    ReplyDelete
    Replies
    1. I never changed my opinion on Caplin Point ,still a HOLD.

      Delete
  16. Any view on Sudarshan Chemicals? It is the largest pigment supplier with over 35% market share, would be a good proxy play on the paints/consumption theme..Think it has great long term prospects and good promoters...

    Any comments?

    ReplyDelete
  17. Dear sir,
    Please provide your views on MM Forgings. Even after purchase by big player there is no movement. Do i enter now or there is any room for corrections in near short term.

    ReplyDelete
    Replies
    1. Dear, The markets have corrected recently and are in a cool off period, Dont expect it has only one direction to go
      Rahul

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    2. Market is not like a Rocket to move on either direction only .Correction and consolidation is part of it.

      Delete
  18. VP sir,
    please give your view on asahi songwon. old and reputed promoters, chemical sector in boom (even small company like bhageria showing great numbers), 90% exports to DIC/BASF and Clariant and above all very low PE.

    ReplyDelete
    Replies
    1. Already recommended one

      http://value-picks.blogspot.in/2010/11/asahi-songwon-colors-ltd-buy-on-decline.html

      Delete
  19. Sir, want to get cash out for emergency purpose for my sons fees. Pls guide me. I need to sell either Patels airtemp or kirloskar oil. Sorry for inconvenience. Pls reply

    ReplyDelete
    Replies
    1. Please don't expect 100 % spoon feeding .I have already expressed my opinion on both stocks .Take a decision based on your risk profile. One suggestion , never invest money in stock market which kept for some pre -planned expenses . Invest only with investable surplus not with savings.

      Delete
  20. What are your views on ROLTA . AS comapred to other IT stocks, it is quoting at a very low PE

    ReplyDelete
    Replies
    1. Image of the promoters of this company is not so good in market ,that may be the reason.

      Delete
  21. Please advice on prestige estate

    ReplyDelete
  22. Thank you sir for your valuable suggestions. I am watching this site just over a month now.

    Pls provide your views on :

    Union Bank
    Central Bank and
    DCB Bank

    ReplyDelete
    Replies
    1. Tracking only DCB and positive on it for long term ( may be a slow mover too)

      Delete
  23. Dear VP,

    What is your view on Jyoti structure & Dr.Datsan Labs

    ReplyDelete
    Replies
    1. Positive on Jyoti Structures,negative on Dr Datson under current management.

      Delete
  24. Sir bond holders have approved suzlon's restructing plan. Is it a very positive news for suzlon? From now onwards can suzlon execute it's orders without much financial stress. Can you please give your view on it

    ReplyDelete
    Replies
    1. Positive on company but no meaning in expecting turnaround over night.

      Delete
  25. Sir,

    Posting fifth time, need your valuable views on Nahar Capital & PTC India financial?

    ReplyDelete
  26. Sir,
    Please let us know your views on Mold Tek Packagin and Prime Focus?

    ReplyDelete
  27. Sir, can you give your opinion on TRIDENT LTD

    ReplyDelete
  28. Hi VP,

    If possible please share your view of sharp fall of jain irregation. Its true that market is in some correction phase but I read that govt subsidy may impact their business. Can you throw some light on this.

    Regards
    Jatin

    ReplyDelete
    Replies
    1. Normally people will create large positions on stocks they are expecting to get positive push from budget ,every time. This is only for a short term position trade and in many cases on a BTST basis .Irrespective of any positive impacts such positions will wind up post budget .this time overall market sentiments also turned negative . These are good opportunities for genuine investors to buy .

      About govt subsidy ,many times explained about it in the past

      Delete
  29. Sir,
    Your views on Vulcan engineers and Nitoc pls. I am having both of them down by 20-30 percent from my buy price.
    Regards,
    Nadim

    ReplyDelete
    Replies
    1. They are not for those without patience and risk taking capacity.

      Delete
  30. Sir please comment on apar industries at cmp
    marico kaya at cmp, hfcl. Prestige estate please

    ReplyDelete

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