Saturday, October 11, 2014

DIWALI SPECIAL - GUESS THIS STOCK - 7








TRY TO IDENTIFY ONE STOCK WITH FOLLOWING CHARACTERISTICS

1) NO OTHER COMPANY TRADING IN BSE OR NSE  MANUFACTURING THE SAME PRODUCT MANUFACTURED BY THIS COMPANY .

2) OPERATING IN AN INDUSTRY WITH HUGE UN TAPPED POTENTIAL (THE ENTIRE INDIAN MARKET ITSELF IS ALMOST UNTOUCHED)

3) MARKET LEADER IN THIS INDUSTRY ( LARGEST PRODUCER FROM INDIA)

4) REASONABLY HIGH ENTRY BARRIER

5) TRANSPARENT BOOKS

6) DECLINING DEBT LEVEL FFROM  MORE THAN TWO YEARS

7) CURRENT MARKET CAP( FULL)  IS  LESS THAN HALF OF ITS LAST YEAR  SALES

8) PROMOTER STAKE IS ABOVE 50 %

9) IT IS  NOT FROM SERVICE SECTOR .

10) IT IS NOT AN ALREADY RECOMMENDED STOCK

11) IT IS NOT A LOSS MAKING COMPANY

===============================================================
Friends ,

Try to find out the company from the above  clues and send the answer to my mail id (valuepick100@gmail.com) with subject line ' GTS-7 ' ,till 20th of this month  .Correct answer with detailed report will be posted on Muhurat Trading  Day morning. Please don't ask for more clues or expect any confirmation mails ( Only because of practical  difficulty to reply for thousands of mails) .

Plese send the answers only to my mail id and do not post in blog itself as messages.





71 comments :

  1. Well Done VP Sir!! You must if possible give GTS puzzles as this helps to make sure investors are active & do a little effort. Also while solving the puzzle you get so many hidden gems. I hope you agree with my suggestion

    ReplyDelete
  2. Guys,

    Pls don't reveal the name of the company (even if you manage to get it right) in any SOCIAL forums. This could mislead others as well as cause huge LOSS if it isn't correct.

    If you argue about 'freedom of speech', i must warn you, VP sir has his freedom of speech too. He can even discontinue updating this blog too. Be wise and make good use of it. Happy trading.


    ReplyDelete
    Replies
    1. Dear Darshan

      Agree with you 100 %

      Purpose of this effort itself is creating an opportunity to find out many other companies with good fundamentals while searching for this one.

      But unfortunately some smart readers are acting in a manner against ethics and trying to become oversmart by posting various answers in some open forums and blogs which is really unfortunate (Same thing happened in certain past cases too) . This will make readers lazy to search for companies and wasting chance to get introduced with many potential multi baggers . But I have limitations to put a request like you posted above and the same people may argue it as part of their freedom of expression. Another risk is, people may buy shares of such companies( mentioned as GTS answer elswhere) even without checking the background in an effort to make quick money and may caught at wrong foot.

      So , take own efforts by spending some time .There is no short cuts to make money from stock market , but hard work.

      Delete
    2. Missing a "Like" icon here. Hats off VP to your views. You are not only sharing valuable investment stocks information, but also like everyone to develop that skill!

      Delete
    3. True Sir. While searching answer for the GTS-7, i came across few stocks which has great potential to become a multi-bagger in coming years. Thanks to your efforts of running the GTS.

      Delete
    4. Sir, Not sure if it will work it out. Just a thought.

      After posting the GTS, you shall take a weeks time MAX to reveal the answer. By doing so, you can minimize these unethical activities.

      Delete
  3. For those who study, explore and research based on GTS questions. It will surely unlock good companies to watch our for. Many Thanks VP Sir

    ReplyDelete
  4. Sir.. unable to undt y u don't approve my posts. NOT posting as anonymous and NOT repeating anything already posted. My request to you is to suggest some stocks which will benefit if crude price continues to fall or stays at these levels. Thanks.

    ReplyDelete
    Replies
    1. Oil marketing company's and Automotive Lube cos like Castrol. Gulf Oil lubricants,Tide Water..etc may directly benefit and lot of cos usine crude and crude derivativels like Paint,Packaging..etc ..etc may benefit if this trend continue.

      Delete
  5. Hi VP,

    What is the meaning of "REASONABLY HIGH ENTRY BARRIER"

    Thanks,

    ReplyDelete
    Replies
    1. Means, not very easy but not impossible . Not any patent type entry barrier is there.

      Delete
  6. Dear VP Sir

    First of all Thank you for this wonderful learning opportunity. As part of the research process on GTS, I found few companies interesting and worthy of further research consideration and wanted to share it with fellow bloggers. Would also request your views on them

    1. Triton Valves - India’s largest manufacturers of automotive tyre tube valves, valve cores and accessories - QoQ Jun14 sales increase by 13% NP increased by 140% (increase in op margin and reduction in debt). The rubber prices are also softening.

    2. PIX Transmissions - Indias largest Belts and related mechanical transmissions products manufacturer - QoQ Jun'14 sales up 13%. Company sold off its hydraulic hose business to reduce debt and focus on mechanical belts and is on a turn around

    3. Garware Wall Ropes - World’s largest producer of polymer cordages with sales in 75 countries. Sales QoQ up by 33% Net profit up by 57%

    Thanks

    Regards
    Shankar

    ReplyDelete
  7. Dear VP Sir,
    'm a newbie for this share market , just started it 2 months ago, today i just spent whole day trying to figure out stock, but i came across few very good scripts, out of them one is excellent and i buying it straight away on monday, whether its the same stock (GTS-7) or not ..

    ReplyDelete
  8. When you say it is not loss making than you mean in Net it is not loss making or on the basis of PBDIT it is not loss making

    ReplyDelete
    Replies
    1. Company reported net profit in last FY and so far in this FY

      Delete
  9. is TOTAL SALES = standalone or consolidated sales?

    ReplyDelete
  10. Replies
    1. Hi Deepak......please use the search functionality of the blog

      Delete
  11. VP Sir, Whenever you post GTS questions, people simply copy paste these questions in other blogs and ask for the answers or copy paste in an email and send to blog owners and ask for answers. The whole purpose of why you post the GTS is defeated. In my opinion it is better if you don't post the GTS questions.

    ReplyDelete
    Replies
    1. Sure, if the purpose is not serving , no meaning in continuing the same.

      Delete
    2. Lot of suggestions and requests received in this matter and spirit of the same will be considered seriously in future.

      Delete
    3. Dear sir...
      Today i am feeling very happy searching GTS-7 Stock.....first time i searched i got and sent you sir........
      Thanking you sir....very interesting to search......
      Thanku sir..

      Delete
    4. Sir i am scratching my and head and working on PROWESS software from last 3 days please don't discontinue such a noble work.

      Delete
  12. No sir.. May misuse 5-10% but remaining your readers searching the stocks as per your GTS clues and anxiety for I guess correct or not in Indian institutes 10% students manipulates the examinations that's why exams are not banned na? it is better to give clues are very difficult

    ReplyDelete
  13. Well, we should look from a 80:20 rule. 80% people should not be robbed of oppurtunity coz of 20% people who go and copy paste this in other blogs.
    Better way will be to identify & ban those people

    ReplyDelete
    Replies
    1. I am not sure how to find out who copy pastes in other blogs and ban those people in this blog. It is literally impossible. The blog cannot keep track of who and all copies the content from this blog and pastes in another blog. If you have a way to do that please let us know, it will be helpful for everyone.

      Delete
  14. Sir,

    I am a retail investor and new to markets. I have a small query relating to this GTS.

    When I calculate Market Cap, does it make a difference if the company has a subsidiary in another country?

    Will the market cap be different on standalone and consolidated basis?

    Thanks a lot.

    ReplyDelete
    Replies
    1. We can calculate the market cap of a listed entity only.

      Delete
  15. Dear VP Sir,

    What is your views on Kellton Tech Solutions and 8k Miles software.

    I had previously asked you couple of times about some reading materials / websites or books in HINDI on fundamental analysis / screening and understanding the market for few of my friends who are not so good in English. Can you suggest something?

    Regards,

    Imran

    ReplyDelete
    Replies
    1. Not tracking both stocks.

      No idea about books in Hindi

      Delete
  16. Many readers requesting to send confirmaion mail for their answers . I already mentioned the practical difficulty to do the same in the posting itself. More than that , from recent experience I believe , if I send confirmation mails , that itself will be copy pasted by someone at somewhere within no time. Hence not in a position to send confirmation mail to anyone and please excuse for that.

    Above all , if you are sure - the company you identified satisfying all the mentioned condition , such a company will be one with good potential irrespective of my finding or not provided the same is available at an attractive rate.

    ReplyDelete
  17. Dear VP,

    You said "DECLINING DEBT LEVEL FROM MORE THAN TWO YEARS". Could you please verify whether my assumption is right:
    FY 14 Debt < FY 13 Debt < FY 12 Debt.

    Regards,
    RK

    ReplyDelete
  18. I think you should stop GTS for the sake of those innocent investors of other blogs who would buy wrong scrips thinking it as your recommendation.

    ReplyDelete
  19. Dear

    I am not compelling anyone to buy any stock ,but I think at least some readers will take it as a chance to to dig deep into certain companies and certain terms used in market ( Eg: Market Capitalisation) .

    Whether I recommend or not , if you find a company mentioned with the above characteristics , I think it is really worth ,provided the same is available at a reasonable price.

    I am not responsible if some one is jumping into any stock without studying it and making loss

    ReplyDelete
    Replies
    1. you are absolutely right.
      with something like GTS, new investors like me get a feel of how 'intelligent investors' go about shortlisting stocks.
      I've come across this blog quite recently in my search for value investing methods. my request is - pls dont even think of discontinuing GTS.
      infact my request is to post all your recommendations only through GTS. that way people wont blindly invest based on your suggestions and would atleast read about the business beforehand.
      i see that some of your recommendations have become multibaggers like poly medicure. I'm a newbie, so pls excuse me if you are a superinvestor :). just started reading your posts.

      thanks
      Raghuram

      Delete
  20. Your right sir.. market is not for blind investment it is very helpfull

    ReplyDelete
  21. Sir plz don't close this gts series because you teach every new investors how to choose a gud company.because of ur gts series all investors read about almost all stock and also know about everything about company.and reading about company before investment is gud for all.N in this world all types of people some r gud like u n most are bad.ur not responsible for anything bad with anyone. Some people want profit without research (hard work)those are becoming foolish by some bad people. They want quick money without hard work that's why they cried after investing.I think all people on this board accepted 1thing because of ur gts series they search some new gud stock also which u r not advised. So plz help us for becoming gud investors with ur hints. I'm new in this market I write what I feel about u n ur gud work

    ReplyDelete
    Replies
    1. Yes, thats perfect Deepak....VPji, i agree with him. We hav learnt a lot from u. So Guruji, pls continue. Its a healthy exercise.
      Rgds
      HK

      Delete

  22. Sir. GTS at least makes few investors search and explore by looking into key aspects as part of continuos learning process. If this has been removed then it's just a spoon feeding for few. They will just track the stocks instead of finding the art of fishing. This has kept us occupied for several members rather than waiting for your tip. Thanks.

    ReplyDelete
  23. Sir by saying no other company trading in nse and bse manufacturing this product do you imply that this stock is trading in bse and nse

    ReplyDelete
  24. Sir,

    Promoter increasing their holdings to more than 75% is a good or bad thing? case in study is IKF Finance where promoter has increased the stakes from 50+ to 90%.....does this by any chance suggest take over or de listing?

    ReplyDelete
    Replies
    1. To keep a stock listed there should be minimum 25% public holding , as per new SEBI norms.

      Delete
    2. That means this will be delisted then...Thanks Sir for prompt reply

      Delete
    3. There is many other ways to ensure minimum 25 % public float like Offer for sale, issueing bonus to non promoter share holders , preferrential issue to non promoters..etc..etc. We can't say which they opt

      Delete
  25. Dear Sir..Please dont close this GTS series. I get a lot of learning from this series. I have been a regular visitor to your blog mainly because of the GTS series. Although I many not have enough money to invest in all your recommendations, I honestly try to search the stock that you mention in the GTS series. It has given me a lot of learning in stock picking. Most of the times I dont even invest in the stock that you recommend in the GTS series due to lack of money. But I am very convinced about the learning that I get from the search process.

    ReplyDelete
  26. Dear sir,
    In your GTS question you had said that you will tell your answer on the muharath trading day, usually you will suggest 3 to 4 stocks for Deepavali, this year it is going to be only one sir...

    ReplyDelete
  27. Sir,

    What is the meaning of "TRANSPARENT BOOKS " ?

    regards
    Vipul

    ReplyDelete
    Replies
    1. That you can only feel while going through its Balance sheet and P&L

      Delete
  28. The only reason some people want GTS to be stopped is that they don't get the stock at VP recommended price or below, on the same day the answer is published. This is really funny. It is the same way some people wrote earlier that VP is minting money. I don't understand what is wrong if operators or VP, or anybody for that matter making money without flouting rules. I have won GTS a few times but could buy the shares only at 30-50% of recommended price but still I am at nice profit. In some cases the shares have even come close to VP recommended price after 2-3 months. Moreover there are many past shares in this blog at attractive prices and definitely they will pay off with patience and caution as VP always advises.

    My request is to kindly continue with GTS in the same format so that small investors like me can learn and earn. God Bless.

    ReplyDelete
  29. Hi VP Sir, I was in the stock market since 5 years. Till now I was buying the stocks based on the recommendations. I got profits and losses also. After I found your blog, I was reading why you are recommending the stock. Could you please tell me some websites where I can find the information(I use moneycontrol.com). What are the factors I need to consider before buying the stock?

    ReplyDelete
  30. Sir please don't stop gts series.this is for the first time I have gone through dalal street magazine database of companies finding for one parameter more than 50% promoter holding.i am amateur in value investing can vp or any past winners suggest where to find raw database of all the companies.dalal street magazine does not cover all the stocks.

    ReplyDelete
  31. "OPERATING IN AN INDUSTRY WITH HUGE UN TAPPED POTENTIAL (THE ENTIRE INDIAN MARKET ITSELF IS ALMOST UNTOUCHED)"

    Does it mean that its products have poor penetration in the Indian markets?

    The two conditions - Largest producer in India having huge potential and - low penetration. This means that the company is probably exporting most of its goods and not selling to Indian market. Is this correct?


    ReplyDelete
  32. What does not a loss making company mean?
    Does it mean it has never incurred losses in any financial years or has not incurred losses in the past 1/2/3/4 financial years? And if it has incurred loss, Is it on a standalone basis or consolidated basis or both?

    ReplyDelete
  33. VP Sir,

    Please update about the market cap of the company. I mean has the market cap since the contest started changed or it is still exactly half of last year's sales?

    ReplyDelete
    Replies
    1. No Change, Still its market cap is less than 50 % of its last year consolidated sales.

      Delete
  34. Dear vp ji,

    Do u suggest to buy fortis health and cairn at cmp???

    ReplyDelete
    Replies
    1. Fortis' success depends on its efforts to reduce debt

      Delete
  35. Dear VP sir,

    Tried to find the stock, but still unable to find it.
    During the searching i got two stocks
    1) ASSOCIATED ALCOHOLS & BREWERIES LTD
    2) KANPUR PLASTIPACK LTD.
    Please share your views

    ReplyDelete
  36. By meaning most of it produce is exported do you Mean that the export is above 60% of there sales or less than 60% please give this clue Iam not able to narrow down

    ReplyDelete
  37. Whats your view on Freshtrop Fruits??

    ReplyDelete
    Replies
    1. Hi Mohamed,

      The answer to this question has been given by VP on couple of occasions. Please check the answer in the recent blog on 'CAPITAL TRUST LTD'.

      Requesting you to take a pain to check the blogs before raising it. This will avoid VPji from replying to the same type of queries, which in term will save his time.

      Delete
  38. VP has answered many times on this. Freshtrop is a seasonal business and at CMP he is neutral on it.

    ReplyDelete

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