Tuesday, August 19, 2014

MARKSANS PHARMA - BOOK PARTIAL PROFIT

Marksans Pharma recommended @ Rs.4 about one year back ( Recommendation Link HERE ).Currently this stock is trading above Rs.50 , a return of more than 12 times during this period . At current rate ,  company's market cap is around Rs.2000 Cr . Purely on valuation basis , - for an average risk taker -  recommending to take some profit at current level .

80 comments :

  1. Sir please share ur view on Natural Capsules Ltd.

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  2. Sir any update on Asian Granito Ltd.? it's trading in a range.

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  3. Sir Ur picks are really Great. Thanks for guidance.

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  4. Sir Ur View about Bharat Immunological & Bio ?

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  5. Hope this gets published this time.
    Dear Sir,
    What are your views on Fluidomat : your old pick and Zensar technologies. Kindly answer

    ReplyDelete
    Replies
    1. Already moved from Rs.29 to CMP RS.150 + , if you have no patience , take the profit.

      Delete
  6. Sir my question is very general regarding allocation of funds in the portfolio. I am a bit confused that if lets say we are convinced with 10 stock's which may perform better in the future - so will it be more beneficial to buy 5 out of 10 but in quantity or all 10 should be there in your portfolio. Which strategy will fetch more returns?

    ReplyDelete
    Replies
    1. It depends on your conviction level on each company. Generally concentated portfolio delivering superior return though the risk is high.

      Delete
  7. Dear Sire,

    Hope my question gets your kind attention this time.

    What is your view on Ester Industries.

    Rgds,
    YK.

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  8. Dear Sir, your view on AVT natural

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    Replies
    1. AVT recommended before stock split @ Rs.170.

      Currently not tracking it.

      Delete
  9. Sir

    can i have your views on motherson sumi systems.....i am looking at 5 to 10 year holding period.

    thanks

    ReplyDelete
    Replies
    1. Good one for long term passive investors

      Delete
  10. Dear Vpji, please share ur views on Suzlon Energy

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  11. Your view on pix transmission please

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  12. Hello Sir,

    Can you please give your opinion on Singer India if you tracking the stock. Future seem to bright for this business.

    Thanks!

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  13. Thank you for this blog. Not just for the extremely good recommendations but also for explaining the thought process behind the selection. There is a lot to learn from it.

    Can you please give some feedback on "Sonata Software Ltd"?

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  14. Sir could you please throw some light as to what went wrong with Interlink Petrolium.

    Thank you

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    Replies
    1. Old promoters sold the company to some others having no experience in oil related field.

      Delete
  15. Dear Sir,
    What is your recommandation on timken & tokyo plast at current cmp.as i have invested both the scrip
    kindly advise please
    regards
    jitendra

    ReplyDelete
    Replies
    1. Timken Recommended at Rs.125 which is currently around Rs.400.

      Tokyo plast recommended @ Rs 14 which is currently around Rs.30.

      Below average risk takers may sell partially to recover cost and hold the rest.

      Delete
  16. Sir,
    What is your view on Prism cement. Could you please post your analysis on Prism cement!!

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  17. Hi Sir , Please share your views on Natco Pharma and NBCC .

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    Replies
    1. Not tracking Natco

      NBCC recommended @ Rs.93 , at current price of Rs.460 ,sell 1/4 and hold the rest as cost free.

      Delete
  18. Dear VP,

    Your view on Ahmednagar forgings if you are tracking it.

    Thanks

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  19. Can you let me know about Morepen Laboratories

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    Replies
    1. History of promoters is not too good and also some court cases are there .But if management is ready for a change and find some ways to settle the Fixed Deposit related cases ,still there is scope. All together a very high risk kind opportunity.

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    2. Thank you !Highly appreciated!

      Delete
  20. Dear Sir,
    Your view on Mavens Biotech. I have started buying share for past one month only your suggestion for investment on any shares will appreciated. Thanks in advance

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    Replies
    1. Rofl..!! Where he recommended penny stock "Mavens Biotech". Kindly share link!

      Delete
    2. Not tracking this company

      Never buy any stock only on my recommendation.Use the provided info as an additional input for your study . If convinced yourself ,act on . It is your hard earned money and only your conviction will save it.

      Delete
  21. Could you pls comment on Usha Martin Ltd @cmp 42 for LT investment

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  22. Any view on tide water oil regarding quality & investment horizon Sir?

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  23. Dear Sir
    Could you please provide your valuable views on Shilpi Cables?
    Thanks

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  24. Sir,
    Please share your view on alok industries and archies ltd.

    Thanks

    ReplyDelete
    Replies
    1. ok, thanks a lot for sharing your view.

      May god bless you

      Delete
  25. Pls let me know your view onBILT

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  26. sir what are your valueable views on KPIT tech

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  27. Hi , What is your view on Ganesh Ecosphere?

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  28. Dear sir, your valuable comments and current stance on your old pick LUMAX AUTO TECHNOLOGIES. Also the result view pls. Thanks in advance.

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  29. sir your views on narmada gelain

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    Replies
    1. This stock recommended @ Rs.95 which is currently trading @ Rs 283 . Neutral at CMP.Rec .Link below

      http://value-picks.blogspot.in/2011/06/narmada-gelatine-value-pick.html

      Delete
  30. Sir Do you Track Automobile Corporation of Goa Ltd. and TRF (Tata Refactories) ?? If yes what are your views on them ?

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  31. Dear VPji
    First of all thanks for your valuable recommendations and answering of queries raised by us. Not to exaggerate one famous online stocks blog even said that you are after god for small investors....where you are not looking for any benefit out of this service...
    Sir i need your view on AVT Natural Products at the current mkt price ie can i enter into the stock now..

    ReplyDelete
    Replies
    1. AVt recommended before stock split @ Rs.150 . Adjusted to stock split it is now trading at Rs.500 .

      Not strictly tracking now ,but it seems its MD is seliling shares in past few days. Keeping fingers crossed

      Delete
  32. Dear VP Sir
    Please share your valuable advise on Bliss GVS Pharma.
    Since last 3 years I am holding this stock. My buying price is Rs.25
    Thanks & regards
    Mahendra

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  33. sir , china has imposed 30% antidumping duty on aksh . how much impact will this have on the stock . please throw light . chinmoy

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    Replies
    1. Not 30 % it was 51 % and not only on Aksh but all producers from India at different level as follow.


      STERLITETECHNOLOGIES LIMITED - 13.7%
      Birla Furukawa Fibre Optics Limited - 19.2%
      Corning Technologies India Private Limited - 47%
      AKSH OPTIFIBRE LIMITED - 51.0%
      Finolex Cables Limited - 51.0%
      ALL Others - 47.0%


      Difficult to get a country wise break up of export , shall try and inform if possible.

      Delete
  34. Sir, your view on fair value of Snowman Logistics IPO price?

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    Replies
    1. Since this is the first company from this space It is difficult to predict how market will value it.

      Futuristic business with decent promoters .

      Delete
  35. Sir, You recommended Jenburkt Pharma in October 2010. What is your view on that now? Is it a Hold or re-enter?

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  36. Sir,

    one of ur old recommendation - Ramky infra is a big player in Infrastructure field...but stock is battered down...is it a right time to buy for long term?
    Also, do you recommend to buy Marico Kaya, as far as fundamentals are concerned i found it super stock to buy but need your expert views as well..

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    Replies
    1. Please avoid repeated question. VP sir already expressed his view on Marico Kaya multiple times. Please go through the previous comments.
      Yo Yo Honey Chakraborty

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    2. Suggested tp exit from Ramky Infra later , not tracking it now.

      Delete
  37. Sir I am holding mangalam cement at rs 140 please your view sir thanks

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  38. Dear VPJi,
    A whole hearty Thanks to you for such a wonderful blog. Really this blog not only provides a good help to a helpless retain investor like, me but also provides a good knowledge booster.

    Thank you one again for protecting the retail investor from the ocean of wilful manipulators of the market.

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  39. Sir pls share your thoughts about Tanla solutions....

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  40. Dear Sir..your views about Simplex Castings Ltd....its competitor of MM Forging that you had recommended recently.

    Thanks,
    Ramesh

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  41. Readers are posting queries on many posts. It becomes difficult to read as we have to go thru all recent posts. Can all readers post queries on the latest post so that it becomes easier to follow.
    Tx

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  42. VP Ji,
    Please give your views on Ashapura minechem after its recent quarter results.
    Regards
    Manmohan Garg

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  43. Hi Sir,

    What is your view on 8K Miles Software? Seems it is emerging like Persistent Systems.....I like to have your opinion before investing.

    ReplyDelete

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