Tuesday, September 16, 2014

ALPHAGEO INDIA - UPDATE

This stock recommended @ Rs.38  is currently trading  at its 52 week high @ Rs.526 .Stock already multiplied by 12 times in 11 months . Those with  low risk appetite may sell 25 % of remaining holding and keep the rest .

Link to Recommendation HERE

70 comments :

  1. Sequent is buy after ydays gilead approval ?

    ReplyDelete
  2. Value pick sir

    what is your view on opto circuit now. whether the problem with opto circuit will be resolved and will be multibagger again. Please also update your view on Artson engineering. whether it is good to accumulate both as value buy.
    Achint

    ReplyDelete
  3. Dear Sir,

    Trying My luck again... your views on this following companies would be highly appreciated
    Shasun , Suven

    ReplyDelete
  4. Sir,
    One question on your earlier post. If one needs to have conviction to hold for long term then why Sell call on Orient Bell within 2 years of recommending, which started to move now?

    Didn't you want to make fast money by switching to Asian Granito? If yes then why have a dual policy of posting long term article whereas you switch within less than 2 years of recommending?

    Any answers?

    ReplyDelete
    Replies
    1. Hold for long term never means one should hold even if one get some sign of de-growth in business of a particular comapny . I suggested to swap Orient bell with Asian Granito when Orient was around Rs.75 and Asian @ Rs.49 based on the feed backs received from the dealers of these companies.


      The above article clearly states one need not sell a stock only because it appreciated well , provided its business going fine. On the other side , I believe , there is no meaning in holding a stock if the underlying business is not performing and more than that one should not show any hesitation to book loss in such companies.

      Delete
  5. Well as always you have made us richer and will make us more richer in years to come ....thanks.....well if you can update us on bilcare I would be privileged

    ReplyDelete
    Replies
    1. Sought some clarification from management on some accounting issues of Bilcare . If you are not holding it at present , wait for a while for fresh purchase.

      Delete
    2. Thank you vp
      Will wait for your
      recommendation to buy into bilcare...

      Delete
    3. Any update on bilcare

      Delete
    4. Unfortunately their reply was not satisfactory

      Delete
  6. Thanks VP sir,
    Can we have your view on Hilton Metal Forging Ltd.

    Regards,
    Ravi

    ReplyDelete
  7. Sirji Ur View about Marsons?

    ReplyDelete
  8. Sir.. brutal fall in all your recommended stocks as well as all other madcaps today. Seems you saw this coming.. your article "conviction to hold" was published at just the right time else I would have definitely exited today! :-)

    ReplyDelete
  9. Dear Sir,
    I am going through your blog for the past three months. some of your older recommendations has given 10X returns. If one holds for next 5 years can we find 10X retuns in some of your recent/future recommendations.

    ReplyDelete
    Replies
    1. NEver consider stock market is like bank FD , longer period alone will not ensure any return.

      Delete
  10. Dear VP sir,
    please let me know about ANUH pharma if you have any idea. It looks good at current level considering strong management & growth trajectory in pharma space.
    Regards,
    Prag

    ReplyDelete
    Replies
    1. I have no idea about its management . If you know something about them please share .

      Delete
  11. Sir..wat do u say about todays fall..should v continue to hold the stocks recommended by you or book partial profits?

    ReplyDelete
    Replies
    1. It is part of market.

      Depends on your conviction and risk taking capacity

      Delete
  12. Hi sir,

    Is there we as a retail investor can know wether a promoter is buying or selling shares in that company in between a quarter ( not at the end of the quarter)

    ReplyDelete
    Replies
    1. Dear VP Sir,
      Whenever Govt. is thinking of Disinvesting why stocks will fall - I was holding Hindustan copper at 130+ it came down after disinvestment, Now Coal India holding from 380 levels , now 330+ any reason and do we see further fall in coal india?

      Delete
    2. I think when the govt is disinvesting in a particular company the govt. (Promoter) Is reducing its share in that company. More over the amount procured via disinvestment is not used for its expansion plans/ capital needs but diverting it to reduce fiscal deficit. Even in some of the cash rich psu companies govt. Is demanding hefty dividends to reduce FISC. Deficit and slowly these companies balance sheets are wreaking. That's the reason for the stock prices coming down when govt. announces disinvestment. Correct me if I am wrong.

      Delete
  13. Sir, any updates on Cummins ?

    ReplyDelete
  14. Sir, Pl share your view on pentamedia, avance tech. Thanks...

    ReplyDelete
    Replies
    1. Please let me know what you find fundamentally interesting in these stocks ?

      Delete
  15. most respected sir,
    your view on jbm auto, ybrant digital and shilpi cable. can one buy at these level.

    thanking you.

    ReplyDelete
  16. Hi Sir,

    Please provide your views on Dredging Corporation India.

    Regards

    ReplyDelete
  17. Sir,

    Any views on Elder Pharma and Aro Granite ?

    Thank you

    ReplyDelete
  18. Dear VP Sir,

    Greetings and best wishes !!!

    Can you please update any information on Heritage foods.

    Regards,

    ReplyDelete
  19. Dear sir, what about AstraZeneca Pharma? is it good level to purchase?

    ReplyDelete
    Replies
    1. In recent past company management played nasty tricks to force retail investors to submit their shares in open offer and get it de-listed . Frankly speaking I dont like such a management .You can read the story here

      http://www.moneylife.in/article/the-deadly-delisting-itch-of-astrazeneca-pharma-india/29731.html

      Delete
  20. Dear VP sir, will you please give any suggestion on Sterling Biotech and Vulcan Engineers. Thanks

    ReplyDelete
    Replies
    1. Not tracking Sterling Biotech.

      Vulcan is exected to perform well once there is recovery in core sector.

      Delete
  21. Dear VP Sir,

    Very recently I came to know about this wonderful blog, recently I bought sequent scientific for 470 rs, despite good news flowing in and to may analysis they are having a good future,understand they had shown 12 crore debt but when compared to previous results is far better, Despite all this the stock is going down, but I still believe it will come up soon. Can we still buy this to average. Please suggest.

    ReplyDelete
    Replies
    1. Buying any stock without conviction is not good . Just after few days why you lost your confidence in a few Rupee dip ?

      Delete
  22. Hi VP Sir,

    Is Basant Agrotech still looking attractive @ CMP of 9.31.
    Do you see any penny stock potentially good in current market

    Will wait for your reply.

    ReplyDelete
    Replies
    1. Sorry , it was attractive for me when I recommended it @ Rs.3.85

      Delete
  23. Hi value pick
    please give your valuable comments on compucom software ltd for long term buy. it looks very cheaper in current market.
    thanks

    ReplyDelete
  24. Dear VP,

    You views on Cosmo Films? Same potential as Arrow Coated?

    Regards
    Mj

    ReplyDelete
    Replies
    1. Cosmo can't be compared with Arrow Coated , it is in the same business of Polyplex, Jindal poy..etc

      Delete
    2. My mistake, wrote Arrow Coated by mistake, what I meant was Supreme industries..

      I know it's just in the starting stages, Jain irrigation would be a better option :)

      Anyways.. How the management for Cosmos? Good for investing for the next 2-3 years?

      Delete
  25. Sir, request your views on a company called "Mayur Uniquoters".

    ReplyDelete
  26. Hi Sir,

    What is your view on Kwality Ltd?,Looking good, recently good performance and 75% promoter holding. Please reply

    Thanks,
    Srinivas

    ReplyDelete
  27. Dear Sir,

    Any opinion on whether Ginni Filaments is worth buying.

    ReplyDelete
  28. Hello, I wanted to invest in Dynamatic tech, let us know your thought?

    ReplyDelete
    Replies
    1. Company is good but stock price appreciated recently. May enter after a consolidation.

      Delete
  29. Sir ji, how does Arrow Coated look at CMP Rs 170+. Both PE and Price/Book is very high. Please advise if we should continue to hold.

    ReplyDelete
    Replies
    1. Last year company reported an EPS close to Rs.14 and @ Rs.170 , P/E is around 12

      Delete
    2. Sir, I am talking about Arrow Coated Products Ltd. FY 2013-14 EPS was 3.88. Link: http://www.bseindia.com/stock-share-price/stockreach_financials.aspx?scripcode=516064&expandable=0

      This stock is hitting upper circuit every day for last 5-8 sessions. Not sure why. While I am holding I am bit worried as well with the pace its moving and the valuation getting really expensive.

      Delete
  30. Sir what is your view on Freshtrop Fruits? Would you recommend a buy?

    ReplyDelete
  31. Dear VP Sir,
    Please let me know about Shiva Texyarn.

    ReplyDelete
  32. Your Opinions on Balmer Lawrie Investments

    ReplyDelete
  33. Sir Kindly share your views on NOCIL and DCW?

    ReplyDelete
  34. Dear Sir,
    What is your view on Tech Mahindra Ltd?
    The company has shed lots of money in last few years acquiring other companies . Also the stock price increased a lot during this time.

    ReplyDelete
  35. Hi value picks sir

    I am a beginner in stock market and was analyzing REI agro. The stock shows loss in standalone results and and shows considerable profit in consolidated results. Still it defaulted on payments and now applied for CDR.
    Can you throw some light on this???

    ReplyDelete
    Replies
    1. Not tracking any of the above mentioned stocks.

      Delete

Followers

Tweet TopOfBlogs