Tuesday, November 25, 2014

DOLPHIN OFFSHORE ENTERPRISES (INDIA) LTD - BOOK PROFIT

DOLPHIN OFFSHORE  recommended as a  BUY @ Rs.84/-.  Now  stock is trading around Rs. 215 .Suggesting to book profit at current level.

Recommendation Link HERE

90 comments :

  1. Hello sir,
    Any updates on Polyplex and mold-tek packaging?
    i have purchased polyplex at 160 and its been moving down, any good ot bad news?
    thanks

    ReplyDelete
    Replies
    1. Polyples:

      I think ,people expected more from its September quarter result which may termed as negative.

      Positive is - fall in crude price and its new Resin plant in Turkey with 210000 MT capacity is nearing completion

      Delete
  2. Should I book full profit or do partial profit booking in Dolphin Offshore?

    ReplyDelete
  3. Sir people says please stay away from midcap small cap.. what your view on this??is there any bad panic in this like 2008??

    ReplyDelete
    Replies
    1. Panic market is good opportunity to enter in quality stocks at attractive price irrespective of market cap.

      Delete
  4. Dear value pick ji, after the new delisting norms, what's your opinion about sunshield chemicals?
    Thank you in advance
    Senthil

    ReplyDelete
    Replies
    1. No harm as expected , but plant shut down may affect next quarter performance.

      Delete
  5. Sir, your views on Zuari Agro?

    ReplyDelete
  6. Sir I wnt to invest 2 lac ur advice in which share for long term...

    ReplyDelete
    Replies
    1. Never invest in any stock only because of my advice . Take it as an additional input in your study process .

      Delete
  7. Hi Sir,
    Your views on hindustan tin works
    I have 200 shares at Rs. 102 and am ready to hold it for long term
    Please do reply Sir

    ReplyDelete
    Replies
    1. I could not find anything negative, any fall in metal price may even good for company.

      Delete
  8. Hi VP,
    As always thank you for your valuable help in our endeavour of investing in stocks. I was wondering if you have any thoughts on ICSA based on the recent announcement of Govt to spend 25k Crores on addressing Power theft problems. Do you see any revival in the fortunes of this company ? is it too early to make a call ?

    Thanks
    Rafi

    ReplyDelete
  9. sir, kindly give some inputs on Marksanpharma

    ReplyDelete
    Replies
    1. Marksans suggested @ Rs.4 , at CMP Rs.54 , neutral on it

      Delete
  10. sir, what do you think of ITC?

    ReplyDelete
    Replies
    1. I think , the best way in front of ITC is de-merging its Food and related business into a separate company and pay much energy to develop it .

      Delete
  11. Sir , what is your opinion about bird flu issue in kerala

    ReplyDelete
    Replies
    1. Replied in detail below the previous posting

      Delete
  12. Sir, what is your current view on kaveri seeds? I am holding with a profit of 250%. Will the stake sale plan/new business dilute the return potential? Should I exit or hold?

    ReplyDelete
  13. Sir I want to start SIP monthly in some stocks for two years kindly recommend some stocks your kindness thanks hope for same

    ReplyDelete
    Replies
    1. Sorry , I am not a fan of time bounded investment in stocks.

      Delete
  14. Polyplex, hind tin are good quality stock bt sir why market not accept these stock??other bad result stock go up and up..good stock bt little low quatre make in panic zone..!!!!
    Polyplex down 50% hind tin down 40% in a fews days..

    ReplyDelete
    Replies
    1. If a stock is good, market will accept it sooner or later

      Delete
  15. What your current view on EPC industries, the CMP seems to be in the range of your recommended price (repeat). Can I enter at CMP?

    ReplyDelete
    Replies
    1. It is not a company specific issue but related with overall industry in which it is operating .Those with a minimum 2+ year patience can enter in an SIP mode.

      Delete
  16. Could you please let me know ur view on CAMPHOR and ALLIED deal with IFF..IFF being one of the pioneer in the indsutry and in top 3(around 13% of market share) of fragrance and flavours industry..getting a deal from such a pioneer is like a testimonial and this makes CAPL visible to other major companies..

    ReplyDelete
  17. Sir, what is your view on hella India....

    ReplyDelete
    Replies
    1. Already they are holding more than 90 %. One court case is there related with de-listing .If they get a favorable verdict., it may get de-listed.

      Delete
  18. hello VP sir..
    sir if even with good result hindustan tin works going down...do u think this stock is being played by some operators...

    ReplyDelete
    Replies
    1. Operators, traders,jobbers..etc are part of market . If we have a policy , we should stick with it . If company's business is growing , real investors will be rewarded the most at the end.

      Delete
  19. Sir, what is your view on the below shares?
    1. TV Today
    2. Action Construction Equipment
    3. Mastek

    ReplyDelete
    Replies
    1. Action Const .is a good stock but sector revival should happen .

      Delete
  20. good morning sir, even i can skip my food but never ever skip reading your blog as well as your comment on investor query, although most of them are trader because every one of them want instant return, But i really appreciate your effort for replying and helping us. GOD BLESS YOU SIR. My question is that what is the importance of promoter holding ? if company is good but promoter holding is below 25% how does its effect. Or what is good % of promoter holding is it 50 % or above. Kindly advise me on Neo Corp as i am investor on it. H Ali

    ReplyDelete
    Replies
    1. It depends on reason of such low holding. Suppose one promoter having good business acumen but not with a deep pocket . He may forced to dilute by issuing shares to outsiders for raising money to fulfill his dream . We can't blame in such a case . But if someone projecting great future for his company and at the same time selling stake in open market - that is a real concern.

      Delete
  21. Dear vp sir
    i have asked you abt investment in stocks through sip (arrow coated, skm and v2r) i am covinced about all of them and start investing in systematic manner. i am also attracted to va tech wabag (strong fundamentals) only concern is low promoter holding. sir what is yr take on va tech wabag...i want to invest in this stock for long term..

    ReplyDelete
    Replies
    1. V A tech wabag recommended @ Rs.539 is currently trading above Rs.1675 .One can still hold it

      http://value-picks.blogspot.in/2012/12/stock-for-2013.html

      Delete
  22. Dear Sir,
    What is your opinion on Cairn India. Is it a good buy at CMP for long term. I would like to enter in it. Thanks.

    ReplyDelete
    Replies
    1. Not tracking after change in ownership to Vedanta Group

      Delete
  23. sir please your view on sks microfinance. thank you

    ReplyDelete
  24. Sir,

    Bilcare going down down down.. Any negative news?

    ReplyDelete
    Replies
    1. Few months back suggested everyone holding Bilcare to mail me and replied personally for that.

      Delete
  25. Dear VP ji,

    Ur view on Foods & inns.
    CMP: 592
    EPS: 166, P/E:3.55.
    Equity: 14.5 Lakhs. Promoter holding: 45.92, (Very Less equity).
    Topline growth for sept Quater 53% yoy.. and gud NP's.
    Debt: 184cr.. (very high on a small equity, but company is making gud profits).

    please reply sir..

    ReplyDelete
    Replies
    1. It is a good company and one of the largest player in this sector .Higher debt level is a concern and price shot up recently .

      Delete
  26. Sir laopala seems still lot of potential is there in the company one of the pramoter bought 650 units @ 460
    Thank u

    ReplyDelete
    Replies
    1. Good, stock already turned as a multi multi bagger .Recommended @ Rs.66 and currently around Rs.2250 ( adjusted to stock split post recommendation)

      Enjoy the fruits of your patience.

      Delete
  27. dear vpji, wants to hear something fro u about galaxy ent. its coming line avalanche. still think value in it? ur reply very much needed. I am still confidant about your words.anil & Aravind.

    ReplyDelete
    Replies
    1. Don't know why there was no doubt about its value when its stock price was higher by 30 % above from current level few weeks back.

      Company is taking steps to develop business , let us hope same will reflect in its result in long term.

      Delete
  28. Hello VP Sir,
    Need your valuable advice on
    1.Onmobile Global
    2.FirstSource Solution
    3.Onward Tech

    ReplyDelete
  29. Respected Sir ,can I ask you your opinion about JAYASWAL NECO INDUSTRIES, for which I shall be highly thankful to you Sir.
    P..samba siv Rao

    ReplyDelete

    ReplyDelete
  30. Sir please your view upon amtek auto and kesoram ind

    ReplyDelete
  31. Dear VP Sir,

    Who will decide the de-listing price of a company ? Is it based on current price or valuation of the company ?

    ReplyDelete
    Replies
    1. Rate will be derived through reverse book building .Final decision should come from the person/entity seeking de-listing

      Delete
  32. Hi Sir, please advice on Sanghi Industries..

    ReplyDelete
    Replies
    1. Not bad, but need waiting till sector revival

      Delete
  33. VP ji, Shall I Accumulate Bajaj Elec at this price level!!!!!

    ReplyDelete
  34. Sir i really want to know your view on polyplex corporation. Please as the same is going down day by day.
    thanks

    ReplyDelete
    Replies
    1. My opinion already expressed two days back in this blog itself as a comment.Pls refer

      Delete
  35. Dear vp sir..
    Shall i enter @cmp pf aimco pesticide for long term...?
    Thanking you sir

    ReplyDelete
    Replies
    1. As expected , after many years company is improving

      Delete
  36. Hi VP,

    I am sure you would have noticed if not patels air temp promoter are continuously buying shares from open market.
    http://www.moneycontrol.com/company-notices/patelsairtempindia/notices/PAI02#PAI02

    ReplyDelete
    Replies
    1. It is one decent company with good promoters

      Delete
  37. Sir pls reply.
    Do u refer capital first over gruh n repco. Gruh is at 45 pe ,

    Thanks

    ReplyDelete
    Replies
    1. Not strictly tracking Gruh and Repco

      Delete
  38. Respected VP,

    Sir really appreciate your selfless work for small retail investors.
    Hats off to attention to detail and dedication.

    I would like to seek your views on listed film production and distribution, movie-exhibition companies for long term. Any opportunities seen in this space.

    Sir your views on Inox Leisure and Baba Arts.

    ReplyDelete
  39. Is Divyaashakti Granite is a gud buy @ Rs 55. As equity is 10cr and qtr ist profit is 3.1cr and qtr 2nd profit is 4.6cr.

    ReplyDelete
  40. Karan Gupta SrinagarNovember 26, 2014 at 10:32 PM

    Is Bfna Pharma is a gud buy @ Rs 35 as qtr ist profit is 0.3cr and qtr 2nd profit is 33cr.

    ReplyDelete
    Replies
    1. 268.81 Exceptional item is there in Sept 2014. Do not forget that.

      Delete
  41. Suman Lata Udhampur J&kNovember 26, 2014 at 10:35 PM

    VP sir, What is the target price of HMVL @Rs 210 for 1 year from December 2014-Dec 2015?

    ReplyDelete
    Replies
    1. I don't think any one can guarantee a target in stock market and I am not a fan of time bounded investment in stocks.

      Delete
  42. VP Sir,
    i find good things about a company called Virat Crane operating DAIRY products with good promoter(father stepped out 6th class and started career as a beedi worker now built CRANE,Virat Agrotech fruit processing company in association with orissa govt in 800 acres,Virat finance and APEX data solutions)
    1. Company Last Year profits crossed by current H1
    2. DEBT free,Regular dividend paying company and share is trading @14 only with a estimated PE of 7.
    3. Good Moat With 'DURGA' ghee brand, CRANE fruit masala with 85% market share in andhrapradesh,60% in karnataka and 40% in tamil nadu
    4. Virat Agritech is pure EOU unit on collaboration with an Italian company Sasib Food.
    5.Promoter holding is 74.9 with out pledge.he works 16 hours a DAY.
    6.Company regular meetings are in a office premise rather than a star hotel to preserve the capital.
    Please see the below link about promoters
    http://www.deshvidesh.com/success2.htm

    Please let me know any thing negative about their business before starting huge investment.

    ReplyDelete
    Replies
    1. Profit margin is very less and inspite of growth in sales the profit remained stagnant .

      Delete
    2. I this the listed company is in Gutka and related products and dairy business is with another unlisted company of the same promoters.

      Delete
  43. Sir,
    Whats your opinion on HCL Info Systems,SAIL,NIIT Ltd ?

    ReplyDelete
  44. Hi Sir, thanks for you valuable updates.
    Do you have any suggestion or opinion about Natural Capsules

    ReplyDelete
  45. Vp sir,

    Whats you r view on godrej propety for long term?

    ReplyDelete
    Replies
    1. Not tracking any of the cos mentioned in above three Qs.

      Delete
  46. Sir your views on patel airtemp at cmp & cimmco ind incase ur tracking it

    ReplyDelete
  47. Hir sir,
    what is your opinion on buying Neo corp international at cmp?

    ReplyDelete
  48. Dear Sir,
    I m having some shares of Atul Auto.Need your reply as what to do at current price.
    Regards
    Jitendra

    ReplyDelete

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