Saturday, November 15, 2014

HINDUSTAN MEDIA VENTURES LTD - CONSISTENT GROWTH



  

   

Financial muscle of many companies badly affected due to prolonged recession of our economy in last few years. A cut in advertisement cost was the first initiative taken by many companies to combat with this situation. Because of this reason , performance of many media companies were muted in recent past. At the time of some revival in offing let us look into one media company which not only survived but continuously improved its business and surprisingly with improvement in profit margins too in past for years.


HINDUSTAN MEDIA VENTURE ( HMVL)  – is the company publishing famous Hindi daily “HINDUSTAN” which is currently standing at the second position(all India basis)  in all Hindi dailies,  next to Dainik Jagran ( As per IRS Survey 2013) and the fastest growing Hindi Daily .Company also publishing two monthlies – Kadambini (Cultural and Literacy magazine)  and Nandan (exclusively for children) and running Hindi news website LiveHindustan.com. Since the business is simple and easy to understand, I am not explaining much about that side. At present “Hindustan” is publishing from 19 locations and at the top position in Bihar and Jharkand . As in the case of any daily , company’s income is coming through subscription charges and advertisement income. Almost 2/3 part of income is coming from advertisement and the rest from subscription charges. In developed countries print media industry is showing negative growth trend due to increasing popularity of  Internet and mobile. But in India , print media is growing at a healthy pace and considering the huge population of currently illiterate and non techno savvy people, growth is expected to continue for many more years. Government’s sincere efforts for illiteracy eradication programmes will positively impact the growth of print media in India in coming years.In order to capitalize any shift of trend in future ,company already entered in web based business through its news website LiveHindustan.com.


Among the many listed media companies , Hindustan Media Venture catching our attention mainly due to the strength of its balance sheet and the resilience it showing during tough business environment. For the last four years company reported steady growth by all parameters and such a growth during the most tough  business environment is really commendable. During this period HMVL ‘s bottom line expanded from Rs.53 Cr to Rs.111 Cr ( More Details in the below Table)

 

                                  
                                       CLICK ON THE IMAGE FOR A BETTER VIEW 





Promoters are holding about 75 % stake in HMVL and another 13 % by mutual funds and big investors .Company’s balance sheet is strong with negligible debt and robust operating cash flow . In addition to this, about Rs.400 Cr available as Cash or cash equivalents with the company  . Company can use this huge amount for growth  either through organic or  inorganic expansion or reward its stake holders through share buy back ..etc in future . Considering the strong growth in circulation, possibility of increase in advertisement charges  going forward , stability in raw material cost and above all a very strong balance sheet ,HMVL remaining as one of the preferred pick from media space and I believe  there is lot of value in it and suitable even for law risk investors who are ready to show patience for steady growth.

Hindustan Media Venture ( HMVL) is listed in both exchanges and trading around Rs.187.





    
Link to Company website HERE

Link to Latest  Annual Report HERE

Disc: It is safe to assume that I have vested interest in HMVL 

189 comments :

  1. Hi sir .pls share one can hold rico auto industries & meghmani organics

    ReplyDelete
    Replies
    1. Sorry , not strictly tracking both stocks at present

      Delete
  2. Sir whats your opinion abt aimco results eps is doubled

    ReplyDelete
  3. dear sir plz your view for "polyplex" can hold after this quter result ???

    ReplyDelete
    Replies
    1. Please see the comments section of previous posting.

      Delete
  4. great pick sir..will make a decision before monday' session.. thank you...

    ReplyDelete
    Replies
    1. I think, this one among very few stocks available at attractive valuation after sharp run up in market in these days.

      Delete
    2. I agree with you, VP. This one has another positive. Technically it is in resistance free zone. Fundamentally its ROCE is really enticing. Not too much earnings/share price volatility either. I think you are getting old? Very safe pick this time :)

      Delete
    3. alphaview,

      In a market which is overall ahead of fundamentals, the difference between a punter and an investor is to pick stocks that can give returns and protect capital. The small caps are not worth 4-5 PE which are already at 10 PE and the better stocks are way ahead. I have been recently following this blog and seeing how he plays the market. I must say followers in general do not have a brain of their own and very few tend to learn from the leader. Here Mr VP is advising people to learn from his 25 years experience and understand stock picking which really takes people years to do. Mr VP is experienced and wise and he plays the winners like that. When I saw his previous few picks I was thinking that those are dangerous picks but now with this one, I realize that he is a smart man to pick the small caps when they are thrown away and then move on to better stocks. In case the projections of the govt and the market men do not play as per expectations, you will not be left with small caps and losing 80% of your capital.

      So think of investment and not gambling and learn from this gentleman who does all the homework to bring value to you and me. Frankly you can make more money just following his recommendations than investing in the best mutual fund most of the time.

      Delete
  5. Thanks for this good pick. Sir many times asks to you about results of orchid chemicals kindly update suggest me for further in this regard

    ReplyDelete
    Replies
    1. True , you asked the question many times, but not checked at least once whether the same already answered or not !!

      Look below the the posting of Sunshield and realise

      Delete
  6. Your result review on Polyplex please - seems another disaster. When we compare Q2 results with Uflex, Polyplex is a third grade stock ,also considering the fact at a time Crude is at its lowest level ( favorable environment for them to grow) . Really, Really Pathetic!!! Hope I can get rid of this next week – switch to Hindustan Media. I am sure that you won’t publish this, because you people never accept your mistakes. Any way I know there is no free lunch out there.

    ReplyDelete
    Replies
    1. Dear

      Since I am a human , surely prone to mistakes and no doubt in it .But in this case I am not sure what the mistake is .This stock suggested as a long term buy about three months back @ Rs.216 and now trading around Rs.260. After the said recommendation it is just three months and only one result is out . You are saying Polyplex is a third grade stock compared with Uflex ,but management pedigree of Uflex is third grade compared with Polyplex..Do you think the effect of fall in crude price will start to reflect from the very next day of such fall ? .Each and every company will keep raw material inventory and they are not buying raw material on every evening from nearby market for next day's production. If raw material price is falling and staying there ,company's using such products will benefit in following quarters or years and not on the next week.If your maximum patience is for three months , better to avoid this blog which may only waste your time and money.

      Delete
    2. I too am reassured by this reply..its too early..i am not panicking....
      Can you please give your views about Supreme industries & a funny named company. Called Chaman Lal setia Exports..regards..

      Delete
    3. Sir,
      Excellent reply !!
      Looking at how your past recos have become multibaggers in a short span of time, people have started forgetting what long term means.

      Thank you

      Delete
    4. Boss..Financial result of one quarter is not decisive enough to conclude the quality of business.. Please don't comment here with your half baked knowledge..
      VP sir..My sincere request to please stop replying to clowns like these..Some people with this kinda half baked financial knowledge think that they know everything about businesses/Stock market..

      Delete
    5. yes sir, deciding any cos performance with in 3 months is quite difficult and not correct.

      Delete
    6. Dear Anonymous,
      At least use your name to write.

      Delete
  7. Hi Sir,
    Thanks for wonderful picks you have given. I am following your blog since 6 months.
    Request your views on Bilcare results.

    ReplyDelete
    Replies
    1. Bilcare not improved as expected . Non completion of CDR may be one reason.

      Delete
  8. Dear VP,
    Please provide your view on Cox and Kings Q2 results? Also is Kovai Medical attractively priced to enter?

    ReplyDelete
    Replies
    1. Cox and Kings recommended Around Rs.87 which is now above Rs.300 .

      http://value-picks.blogspot.in/2013/10/cox-and-kings-ltd-accumulate.html

      Kovai Medi recommended around Rs.114 which is now around Rs.500 .

      http://value-picks.blogspot.in/2011/08/kovai-medical-center-hospital-ltd-buy.html

      Not recommending a fresh entry at current level in both cases

      Delete
  9. Hello VP sir what is your view on Pipavav Defence for long term investment....

    ReplyDelete
  10. Sir, what is your gut feeling about the use of 400 crore cash balance by the company? Would it eventually be for rewarding shareholders or for making acquisitions?

    ReplyDelete
    Replies
    1. In either case it will be good for share holders

      Delete
  11. Sir
    Whats your opinion on Trident
    Thank U

    ReplyDelete
    Replies
    1. Not tracking Trident

      Eon's performance is not up to the mark but too early to write it off .

      Delete
  12. Sir,
    What is your opinion on Cupid Ltd, Polyspin Exports and Cybertech?

    ReplyDelete
    Replies
    1. My opinion on Cybertech already expressed recently.

      Not tracking the other two stocks

      Delete
  13. sir,
    Please share your views about Dynacon systems & solutions.

    ReplyDelete
  14. VP Sir, do you think they can compete with Danik Bhaskar in their markets?

    ReplyDelete
  15. VP ji.. Hindustan Media Ventures is a subsidiary of HT media, also a listed entity. Considering that the radio and internet business is under HT media, would it not be more prudent to make this play through the parent company rather than only the print subsidiary? Pls comment. Thanks.

    ReplyDelete
    Replies
    1. I always prefer concentrated businesses .If I look for Radio business I have only one choice ,thats is - Entertainment Network.

      Delete
  16. Sir Great choice...

    Have just two queries with regards to investing in this stock..

    Do you percieve the maagenement to be shareholder friendly? Esp given the fact that they have hoarded the cash on books for so long without having any concrete plans to fund acquisitions or distribute the same as special dividend or buyback shares...

    Secondly is this a better stock as compared to DB corp and ENIL from the media sector?

    ReplyDelete
    Replies
    1. As you are aware. our economy ( not only ours but the entire world) faced tough challenges in past few years and lot of company's went into trouble mainly due to their huge debt burden . Many of these companies are still under threat and trying their level best to come out of debt trap . Considering this special situation it is difficult to fully criticise any management who kept large pile of cash with them . I think , once the stress eases they use this huge amount to reward its share holders in the best possible manner.


      DB Corp is also a good stock but compared with HMVL it is trading at a higher market cap based on valuation parameters


      In the radio space ENIL is excellent and I am studying about it.

      Delete
    2. Sir, how long does it usually take to study a stock. And where do you start studying? I mean the 1st thing that you read about a company? And how do you proceed further or reject the stock and move to the next.?

      Delete
  17. Very good pick .. Should I switch ADF FOODS TO HMVL ??
    people will get to good levels to buy the stock on Monday or maybe over the month too ..

    Can you elobarate the results of West Coast Papers and Action Construction Equipment ??
    Results are good but your insights would help a lot
    Regards

    ReplyDelete
  18. Respectd Sir,

    I have bought Liberty at rs 170 and still holding it.Given the kind of expansion the company is doing why it is not reflecting in the quarterly results of the company???

    Also the merger of its grp companies is a positive sign going forward.Can we expect that the expansion part will get reflected in the Dec and Mar quarter.???...Based on that can we add more for good profit in the years to come and r u still bullish on Liberty Shoes??

    Plz do reply sir.

    ReplyDelete
    Replies
    1. At the earlier stages of expansion , expense for such efforts will be always higher , the result of that will start to reflect only at later stage.

      Delete
    2. hi sir,i am holding Mirza international from @45
      could you please provide your views will it be a good pick for 2-3 years of time span

      Thanks in Advance and patience

      Delete
  19. Sir your views on Acrysil results and long term prospects of the company. disclosure: Invested since ur recommendation.
    Rinku

    ReplyDelete
  20. Thanks so much vp sir for wonderful picks you have given,plz share your opinion about REI AGRO.

    ReplyDelete
  21. Dear Sir,

    First of all a very Good Morning. I am looking forward to invest in HMVL and also i had gone through some research and found R Systems attaractive for long term bet. Healthy dividend paying and good results. But want your suggestions on the same???

    Also thanks for helping us in investing.

    Thanks & Regards,
    Arvind Kr. Pandey

    ReplyDelete
  22. Hi VP,

    Please share your views on Godavari Drugs and SPEL semi conductors

    ReplyDelete
    Replies
    1. Not tracking SPEL

      As of now , I have not much idea about the promoters of Godavari Drugs and about their corporate governance standards. Trying to explore more about it - mainly the reasons for extra ordinary performance in latest quarter and whether the same is sustainable or not.

      Delete
  23. Dear Sir,

    control print is the stock which is really looks attractive.. i bought this stock some times back... this is d only stock which is listed on the stock market.. wot i like about it is the business...i am holding some packing stocks and have seen lot of growth in these business in the coming days..on the same basis i too felt that this stock also give a decent return in the cumingyears...its topline and bottom line also is increasing and they have commenced the new factory at guhwati and also their sirlanka office also adding business ..so it seems that this stock should perform weill in the coming days...every packing material needs a branding and printing ..n now the new age is of packing and branding..so it looks like a very good bet..if u track this stock then please share ur views also ..

    ReplyDelete
    Replies
    1. It is not a bad company , price also gained recently

      Delete
  24. Hello VP Sir

    All ur recommendations are great..!! Thanks for mentoring us continuously through this blog.

    Regards
    Gaurav

    ReplyDelete
  25. Dear Sir,

    Your comments on Interlink Petroleum.

    ReplyDelete
    Replies
    1. Many times in the past mentioned that I am not tracking it after the change of ownership of company few years back :)

      Delete
  26. Hi,
    Are Zicom and Radico good buys at the CMP?
    Thanks in advance.

    ReplyDelete
    Replies
    1. Zicom already recommended more than once , use search option

      Not tracking Radico.

      Delete
  27. Dear sir,
    Your old recommendation ION EXCHANGE LTD is making new highs.What is your current perspective?

    ReplyDelete
  28. VP Sir your views on Birla Shloka Education and mercator lines.please suggest

    ReplyDelete
    Replies
    1. Not positive on any Yash Birla group cos.

      Not tracking Mercator Lines

      Delete
  29. Hi Sir,
    I am an avid follower of your blog and find it very useful as it compliments my skills in stock picking exercise. Would it be possible for you to comment on Basant Agrotech( your old recommendation). Market participants still perceive it as a fertilizer company. The seed business is growing at a very good pace and contributing more towards margins. Management is continuously trying to grow the seed business through marketing etc. I have invested in the stock @ rs 8 and I am a long term investor. The problem is that I have a holding bias and that is preventing me to think about any negatives in the company. To be honest I have found no negatives till now, would love to know your thoughts on the stock right now.
    Regards,
    RDX

    ReplyDelete
    Replies
    1. This stock recommended around Rs.4 which is now @ Rs. 9 .To create further wealth , management needs to think about de-merging seeds division .Otherwise stock may range bound .

      Delete
  30. Hi vp,

    I was researching one of your old watchlist stock Indo amines. It looks attractive at current market price. What is your opinion?

    ReplyDelete
    Replies
    1. Indo Amines already gained about 100 % ( Adjusted to bonus issue made post recommendation)

      Delete
  31. can i invest in Selan Oil Exploration at current levels of 430-440 for the next 5-7 years? Kindly reply. thank you.

    ReplyDelete
    Replies
    1. Considering the current trend it crude prices ,You may get better chance for an entry.

      Delete
  32. Hello vp sir,

    Pl share your views about galaxy entertainment after q2 results.

    Thanks

    ReplyDelete
    Replies
    1. Improvement in top line is a positive sign ,May take time for a definite turn around.

      Delete
  33. Sir Your views on Hitachi and whirlpool shares

    ReplyDelete
  34. VP Ji

    i have bought onmobile global @ 31 my technical target 80 rs. what,s your
    fundamental viwe .

    ReplyDelete
    Replies
    1. Not tracking it after the management related issues in this company few years back.

      Delete
  35. Dear VP,

    What is your current view on 'Ashapura Minechem'?

    ReplyDelete
  36. Sir, One of your old recommendations, Dr. Agarwal's eye hospital has touched 183. Although you suggested book profit at 127 two years back, would it still have some more steam to go considering that they are planning to expand aggressively.

    ReplyDelete
    Replies
    1. Not sure about risk reward ratio at current price.

      Delete
  37. Dear value pick,


    How do analyze the inventory expenditure which spoiled the PAT for CAMPHOR results..I see it as a positive for future they are piling the inventory..do you reaffirm that?


    Also , could you please comment on the overall result

    Regards,
    Satti reddu

    ReplyDelete
  38. dear sir,
    I am following you since 6 months and your selection of stocks are very good. But not able to buy any share as u mention any share in blog, it is reaching high the next day and could not catch it. any how i will try HMVL this time and try my luck.
    God bless you u sir

    ReplyDelete
    Replies
    1. Normally not suggesting stocks, if I feel the long term potential of a company is limited within few circuits.

      Delete
    2. Thats so thoughtful of you sir. I have skipped buying some your suggestions simply because of circuits. This post makes me comfortable����

      Delete
  39. Hi Sir,
    Kindly let me know your views on Subros and Talbros.

    Thanks
    Abhinav

    ReplyDelete
  40. Hi VP,
    Your views on Balaji Amines @ CMP?

    Thanks
    Abhinav

    ReplyDelete
  41. Please let me know thoughts on Globus Spirit!

    ReplyDelete
  42. Hello Sir,
    Is HMVL and HT Media same company? If not, any view on HT Media?

    ReplyDelete
    Replies
    1. Not same company

      HMVL is the subsidiary of HT Media

      HMVL' - Publishing Hindi News paper " Hindustan" and HT Media publishing English news paper " Hinduatan Times" .

      Delete
    2. Does it mean that the regional politics (elections) are going to benefit the newspaper in a big way?

      I do see the value proposition in the company. Apart from the steady growth over the years do you see any other triggers?

      Delete
  43. I often feel that you and Dolly Khanna are same person..? Can you please comment..?

    ReplyDelete
    Replies
    1. I strongly believe VP an DK are connected... May not be same person.

      Delete
    2. VP Sir is a male from Kerala and Dolly Khanna is a lady residing in Chennai. So they can't be the same person.

      Recently VP Sir asked to book profit and exit Nilkamal but Dolly Khanna is holding good amount of shares in Nilkamal. Recently I asked his views on IFB Agro and he said that he is not tracking it but Dolly Khanna has bought good chunk of shares in IFB Agro. I can go on with thousands of examples like this. So they can't be connected either.

      By the way I have one doubt. Why do people who ask these kind of questions which lacks logic and common sense don't have the courage to reveal their names? I am referring to this question and yesterday's question comparing Polyplex and UFlex.

      Delete
    3. Read about Dolly Khanna in the link given below...VP for sure had a nice laugh by your comment..;)
      http://m.economictimes.com/markets/stocks/news/Mr--Mrs-Khanna-The-latest-blockbuster-on-D-street-tracked-by-market-watchers/articleshow/45141382.cmshttp://m.economictimes.com/markets/stocks/news/Mr--Mrs-Khanna-The-latest-blockbuster-on-D-street-tracked-by-market-watchers/articleshow/45141382.cms

      Delete
  44. Sir,

    Thanks for your great recommendations on your blog. Please share the analysis of Shakti Pumps results. Should it be held or exited?

    ReplyDelete
    Replies
    1. Earlier suggested to take cost and Hold the rest .

      No change in opinion.

      Delete
    2. Thank you sir! Already taken cost as per your recommendation.

      Delete
    3. Sir, Need your suggestion regarding Birla Ericsson.

      Delete
  45. Sir - Do you track TIIL(Technocraft Industries), If yes, May i know your view on the company. Thanks in advance.

    ReplyDelete
  46. Hello sir,
    I want to enter arrow coated, is it right time to enter.


    ReplyDelete
    Replies
    1. Arrow Coated recommended @ Rs.12 about one year back is currently trading around Rs.300 . Recommending to Hold it at CMP.

      Delete
  47. VP sir after results what is your comment on ANIL can i buy @cmp?

    ReplyDelete
    Replies
    1. Stock already recommended at lower level, one can still hold.

      Delete
  48. Dear sir
    I want to know that if any mnc is going for delisting and if we are bulish on future growth prospects and not surrendered the shares either in offer or market, what will b the fate in long term....how will encash share after 5-10 years.

    ReplyDelete
    Replies
    1. May be very difficult to exit , we need to find a buyer privately or with the help of some parties dealing in rare/unquoted shares, or just enjoy dividend (if any ) .If I am correct , de-listed company will purchase upto 1 year of de-listing .

      Delete
  49. hi,
    whats your view on Gabriel India sir?

    ReplyDelete
  50. Request Advise your opinion on shilpi cable and onmobile global

    ReplyDelete
    Replies
    1. Skeptical about Shilpi Cable

      Discontinue tracking Onmobile after the management issues few years back

      Delete
  51. Hello Sir, ur views/analysis on Nocil.

    I am new to ur website, would really thank you for ur reccomendations.

    ReplyDelete
  52. Hello VP Sir,

    Pls throw some light on India Bulls Infrastructure and Power. There are lot of speculations going around the corner related to it. Will it be worth considering?

    Thanks

    ReplyDelete
    Replies
    1. Not tracking any companies from Indiabulls group

      Delete
  53. Sir, you views on Garware Wall Ropes please.

    ReplyDelete
  54. Your opinion on buying Pipavav,Speciality Rest. and BEML? Thanks.

    ReplyDelete
    Replies
    1. Tracking only Speciality , but it is not a compelling buy at present.

      Delete
  55. Hi Sir,
    Kindly let me know your views on Himatsingka Seide Ltd.

    Thanks

    ReplyDelete
  56. Sir,
    Do you have a view on Sadbhav engineering. Especially after the latest results ? Should I sell my holdings and switch to HMVL ?

    ReplyDelete
    Replies
    1. Not tracking above mentioned companies

      Delete
  57. Sir, a huge thank you for all your great recos.... happy to have found your blog. All the best :-)

    ReplyDelete
  58. VP Ji,
    Please share your views on following companies. Whether they are Buy/Sell or Hold:-
    1. Balkrishan Industries (cmp -691)
    2. Jyothy Lab (cmp -238)
    3. Carborundum Universal (cmp -272)

    Thanks and Regards,
    Manmohan Garg

    ReplyDelete
  59. Sir,

    Your prediction about chemical prices coming down is already reflecting in the quarterly results of those companies.

    Sir, which specific source could we use to ascertain chemical prices? for learning purpose please.

    ReplyDelete
  60. my comments are always rejected here...m fed up now...vp sir this isnt done...

    ReplyDelete
    Replies
    1. Generally when the number of questions are large , giving least priority to questions raised by ' Anonymous.' This may be the reason.

      Delete
  61. Dear vp sir.. I am new on you BlogSpot.. I have see you previous all call is going great.. So I have decide to invest in you all call.. So my question is can I start my investment from Hindustan media or split my capital and invest in you all previous call.. Please advice and thanks is advance...

    ReplyDelete
    Replies
    1. Never invest blindly on anyone's call. You study in detail about companies and business using the inputs provided and only then take a decision.

      Delete
  62. I have tried many times using my real name and info. My comments never get answered/published. I am pretty gutted. Hope posting with anonymous helps.

    I am an investor and would not ever spam the website or post offensive content. Still I dont get my queries posted/answered.

    Hope you will help me. Thank you.

    My queries have been:

    1) Accel frontline has been in lime light for a while now. Do you think it's wise to wait till all the rumors convert to news and then buy (even at higher levels than today) ?
    2) I was lucky to be part of kopran,astra micro and marksans rallies in recent years and have booked profit to take out my capital. Do you think they still have enough in them to give returns from current market price or should I take out all the holdings and look elsewhere.
    3)I had analyzed Gati fundamentals in depth and have been invested in it for long time. It is finally giving returns. What's your view on that stock? Never seen you talking about it.

    ReplyDelete
    Replies
    1. 1) I don't know what the rumor is . CAC corporation already took stake in it .Anything more ?

      2) Now these stocks are fairly valued . This opinion may change based on future performance .


      3) Not tracking Gati

      Delete
  63. Dear sir,
    your view on albert devid n ifb agro abt growth potential..
    Thnks.

    ReplyDelete
  64. Hello,
    I agree that people should start using the search option first before posting. Lot of comments are already answered. For an easier way (since the inbuilt blog search box does not gives the right answers), we can also use the google search by typing the following in the google website.

    site:http://value-picks.blogspot.in/ "XXXX XXXX"

    Having said that, I have the following questions.
    1) Any plan to start the GTS game again - we learn a lot from that, from what happenend during GTS 7, might have been few bad fishes in the water, due to them, I think you should not stop this game.

    2) How do I identify a potential multibagger? - I read your post earlier about "FIVE WAYS TO IDENTIFY MULTI-BAGGER STOCKS .....", but my question is specifically on how to start? Since there are 1000's of stocks, how do you recommend we shortlist to 15-20 stocks to study. This seems like searching for a needle in a haystack. Once I have filtered 15-20 stocks, i can study them, but, that itself is a challenge.

    ReplyDelete
    Replies
    1. GTS will happen as and when opportunities exit , no GTS only for GTS

      I don't know why investors always looking into stocks. Try to look around of you and identify sunrise sectors using your commonsense and then search for companies from that space in listed universe.

      Delete
  65. Trying my luck again. Please please post this...Sir, even I have referred you recent comment on Bilcare. But still i want your view whether we can hold it or exit it ? I can hold it for long term.

    ReplyDelete
    Replies
    1. When the accounting related issue came to light , I suggested everyone holding Bilcare to mail personally to me. I expressed my opinion to each and everyone who mailed to me at that time.

      Delete
  66. Sir your views on spel semiconductor & Ace..
    and sir ur views on suzlon energies future..

    ReplyDelete
    Replies
    1. Not tracking Spel

      ACE is a decent company , sector revival is important

      Many times commented about Suzlon , pls refer the same.

      Delete
    2. full name of ACE?

      Delete
  67. Pls share your views on om metal and gujarat auto ltd

    ReplyDelete
  68. Dear VP Sir,

    What is your opinion on Suven Lifesciences. They seem to be doing good business from past 2 yrs. Please let me know your opinion on the same.

    Regards
    Srigopal Daliya

    ReplyDelete
  69. Whats wrong with polyplex corp.
    Plz plz give avg, hold or sell??

    ReplyDelete
    Replies
    1. Replied for same question post result.

      Delete
  70. Dear Sir,

    Any update on Mold-Tek Packaging? Stock is sliding down gradually. Any specific update on this? I know its fundamentals are good.But I think it just needs your inputs to boost the investors confidence. Please share your opinion about this script.

    Thanks
    Girish

    ReplyDelete
    Replies
    1. Latest update on the below link , which is not a negative one.

      http://www.bseindia.com/corporates/anndet_new.aspx?newsid=c52ef4c4-2a7b-400a-99f1-b04f627165aa

      Delete
  71. Sir, I am thinking of investing 1 lakh in Himalya International Limited. Do you still maintain your view to buy after the company posted a loss of 10 CR. Please advice if this is not the option that which one can I buy

    ReplyDelete
    Replies
    1. Already suggested to exit from this stock

      http://value-picks.blogspot.in/2014/07/himalaya-international-update.html

      Delete
  72. Sir i bought sms pharma at 509 and 504 of 50 shares can u suggest me should i need to hold or buy on dips ? pls

    ReplyDelete
  73. Pls suggest stocks every other Friday at 3 pm so one can book profit since first day. Because every stock you suggest went to upper circuit for next trading session.

    ReplyDelete
    Replies
    1. I don't think majority of the readers are capable to study the entire details of a company within just half an hour , like you.

      Delete
  74. sir..... appreciate ur views abt Bhageriya Dyechem's results......holding a large portion, everybody r saying LC to continue, bit worried, need ur advice.... thanks

    ReplyDelete
    Replies
    1. Its product price is coming down and I indicated the same many times in the recent past.

      Delete
  75. sir wanted your expert advise on ucal fuel specially after the current results share is avilable below book value

    ReplyDelete
    Replies
    1. Too early to take a final call .Worst may be over for Ucal . It is also looking into defense sector in association with Jahagirdar Aero Products.

      Delete
  76. Hi, I am new in market and got to know about your blog from a friend.

    I am having 2 lakh rupees to invest in market so can you please suggest 5 to 10 good stocks where i can put my money in at this time??? I cant do trading as i dont have much time to track I just want to invest and hold forever.

    ReplyDelete
    Replies
    1. Not to suggest on a personalised basis

      Delete
  77. Sir why most of the recommend stocks are t grade. Is it that u believe these stocks are fundamentally good? Just curious to ur method of identifying potential stocks

    ReplyDelete
    Replies
    1. Except for 'Z ' group benchmark for group shifting is not fundamentals of any company.

      Delete
  78. Sir,
    Please let me know your view on Manali Petro

    ReplyDelete
  79. Sir thanks for your pick again.
    I am new in your blog and got two chance to buy.... SKM and now HMVL. As I am a small investor could buy only 150 SKM. Now HMVL is in UC in the Ist day itself. I don't think I can add it in my portfolio.
    Sir I would like to know up to what level I can enter if UC breaks.

    I think I have to wait for your next pick.

    Regards.


    ReplyDelete
    Replies
    1. I think both issues not existing as of now.

      Delete
    2. Hi VP Sir,

      SKM is already at PE of 25 (more than Avantis'). Do you still think this is not over valued.

      Btw, SKM is taking rest now, got into lower circuits after many days upper circuits.

      Delete
    3. Yes , I could buy some ...What a relief ...Can relax now.

      Sir can you through some light on the recent developments in SKM...Please

      Regards.
      Skdc

      Delete
  80. Can we enter excel industries at current cmp

    ReplyDelete
    Replies
    1. Excel Ind is a good company . Risk level is different at different price levels and entry depends on your risk taking capacity

      Delete
  81. You never post my comments or question

    ReplyDelete
    Replies
    1. Receiving more than 500 comments per day . So, priority will be always for relevance and non repeating queries from non anonymous . Since it is the season for quarterly results , forced to skip some queries to find time to analyse results and sorry for that.

      Delete
  82. VP Sir,

    Sorry, re-posting with name. Your prediction about chemical prices coming down is already reflecting in the quarterly results of those companies.

    Sir, which specific source could we use to ascertain chemical prices? for learning purpose please.

    ReplyDelete
    Replies
    1. Lot of paid reports available like one on the below link

      http://www.icis.com/about/price-reports/?cmpid=PSC|CHEM|2012-GLOBAL-adwd-generalprices&sfid=70120000000Hu8n&utm_term=chemicals%20prices&matchtype=b-32941848134

      Delete
  83. dear vp.galaxy entertainment coming down like anything. is it the right time to enter? please do reply. ajay varma

    ReplyDelete
    Replies
    1. Don't stock stock will always move in a single direction . Corrections are part of it due to various reasons . It appreciated more than 100% before correction set in.

      Delete
  84. Sir I too face the same issue. Most of my comments are not posted hence I get no response to some of my questions, where as I have not commented anything wrong or inappropriate. Is there any issue due to which we are being ignored sir?

    ReplyDelete
    Replies
    1. Question with same content replied above.

      V

      Delete
  85. sir your views on nath bio gene its been consolidating for quite some time between 120 to 160. i have purchased it 2 months back at 146. so sir do you see any positive development in the company. i can hold for another 18 months if you see some positive development from the company side

    ReplyDelete
  86. View on skm should we exit or hold?

    ReplyDelete
  87. The best part is that sales grow in line with Net profits. I am tired to see how so many companies boost their sales while they reduce their net margins. Not a bad strategy, but that shows a lack of competitive advantage (inability to growth without price competition).

    Does this company trade with ADR?

    ReplyDelete
  88. Sir,I have bought 500 caplin point lab at price of 509/- • Shoud I continue to hold or sell them?

    ReplyDelete
  89. Sir HMVL percentage deliveries going down every day, yesterday just 15 % - coupled with the fact that stock price crashing from Rs. 251 on Tuesday 18 nov 2014. Pls don't misunderstand I am nowhere blaming just worried as bought huge qty of 2000 shares. sorry if my question is misunderstood by anyone. pls forgive me

    ReplyDelete
    Replies
    1. Deepak
      The stock was recommended at 187 level ... you brought it higher at 240 or above levels and that too huge quantity... and then get worried about falling delivery percentage... and do not want guys to mis-understand you?

      Pls ask yourself why did you brought this stock at higher levels and that too near circuit? To ride the rally in stock after Value Pick sir reco??

      If no then sit calm you have just invested... I believe there is value but will take time to unlock because market at undecisive levels... it might correct but at the end of of long term you will get good returns... if you are short term trader then get out immediately.

      GreyCells

      Delete
  90. Sir, can you share your views on Sandesh please? It is also in the same sector.

    ReplyDelete

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