Saturday, February 28, 2015

HERE IS MY TWO CENTS ...

First of all , my sincere thanks to all of my readers for your overwhelming support extended  during  the past five years. As you are aware and I indicated in one of my recent postings, we have already discussed lot of good companies here and some of them turned as multi baggers. In general , stock price of almost all listed companies appreciated substantially in last one year  but their business growth could not catch up to support that price rise. In this circumstances , it is not easy to find out more and more stocks when  we follow a 'Value' based stock selection approach which is suitable even for average risk takers . Because of this reason , from  here on , there will be only one stock suggestion in each month which will be posted on every Second Saturday .
                                                                    It is a fact , on the other hand , there is lot of high risk high reward opportunities in the form of turnaround cases..etc are still  available in this market  and I posted few of them in the past in this blog itself . But unfortunately , from the responses of my readers ,now I realize that majority of my readers are not mature enough to understand the risk reward ratio and the huge opportunities to create wealth in such cases . Investors often turn desperate and frustrated due to non movement of such stocks for few months and seeking explanations for that even after  I clearly indicated the risk level and long holding period needed for such stocks to reap huge returns. In this circumstances I feel there is no meaning in posting such stocks in an open blog like this and decided to indicate such opportunities only to my Facebook friends in my  FB page ( https://www.facebook.com/value.pick)  ,as and when such opportunities arise.

Once again , thanks a lot to all my friends and wishing a happy and prosperous future ahead .

113 comments :

  1. Sir. Don't know how to react but you must have taken decision thoughtfully and happy at least you will be in touch through FB. As you aware I am recent follower and reading this blog was a daily habit from past 4 months.

    ReplyDelete
  2. Dear VP sir,

    Truly said, but very disappointing. Some peoples assumes stock suggestion is like a Lottery but it is being like a part of that business. When business grows we stock price grows and we grows.

    But.. I am also happy that I am your Facebook friend :)

    Please continue your support to all of us not only suggesting a stock but to strengthening our skills so that we believes in our-self.

    Thanks, we meet on Facebook :)
    Thanks

    ReplyDelete
  3. A certain amount of impatience may be useful to stimulate and motivate us to action. However, I beleive that a lack of patience is a major cause of the difficulties and unhappiness in The world today.

    ReplyDelete
  4. VP sir,
    I am a long term investor and holding stocks since almost 5-10 years and some case decades.

    Really really disappointed that because of handful of people we genuine people have to suffer.

    sir please reconsider your decision and bless us? :(

    Pls.

    ReplyDelete
  5. Sir thanx a ton for your kind work. I totally agree with you a common forum is more suitable for common investor. But I request to you to keep posting your valuable l earnings for begginers so that with your guidance one can become an extraordinary investor like you sir. Thanks

    ReplyDelete
  6. Mixed feelings to this post sir. Though monthly one stock recommended is OK, I hope we will not be deprived of reading your writing and getting exposure to your knowledge.
    Sad to see a brilliant mind getting dragged down due to the expectations of the lowest common denominators.
    Hope to keep getting benefitted from your thinking and research sir!!

    ReplyDelete
  7. one stock for one month is a nice and healthy decision. people will become more realistic by this move. ravi vakkayil

    ReplyDelete
  8. In any case you dont force anyone of us to buy your recommended stock. So no one can crib on returns. You are requested to carry on sharing your stock ideas.

    ReplyDelete
  9. Sir. Pls dont do this to your readers who dont visit facebook. Pls dont take such a decision based on coments posted by few jerks who dont know ABC of investing and want to be crorepatis overnight. There are bound to be few black sheeps in herd of white sheeps. Major portion of your readers are here to follow you and will always do so. They are sincerely following you including me.

    So my sincere request to you to keep this blog active which has been a historical blog for many investors seeking valuable guidance from you.

    Regards,
    Gaurav Jain

    ReplyDelete
  10. I really appreciate your contribution to investor group..

    Sumit

    ReplyDelete
  11. Thanks sir.
    My two cent, why get swayed by some people, when majority of them are matured to understand your value based investing.
    Markets r for men not boys :)

    ReplyDelete
  12. Dear Sir,
    Very well said Sir.... it is not always possible to profit from each and every stock specially in short term.... somehow, we have increased our expectation level too much. Once again thanks for your valuable and selfless suggestions.... best regards

    ReplyDelete
  13. DEAR VP,

    Thanks to understand the investors and i appreciated your decision.

    By the way i am the strict followers of you and i believe only time by time study and long horizon can make huge return in the equity market.

    Thanks Again.

    ReplyDelete
  14. We really understand Sir. As you rightly said people are not mature enough to understand the real growth process. In a way readers like us would miss your valuable posts very much. we support your decision Sir.
    Wishing you the very best

    ReplyDelete
  15. Hi Sir,
    Looking forward on your views about the budget and sectors which might take a quantum leap.

    ReplyDelete
    Replies
    1. 6-7 marks out of 10 .Companies related with Tourism,Pharma, Hospital, Insurance, large NBFC's ..etc may directly benefit out of this budget .

      Delete
  16. Sir, I have followed your blog and I have to really appreciate that you have helped so many of us. Just because of a few people who are frustrated that stocks suggested by you do not move, please do not stop for large number of people who look up to you. However if you still decide to be available on FB, please accept my friend request I am sending you on FB.

    Dennis

    ReplyDelete
  17. Thanks VP for the wonderful service. Unfortunately I got to know about you quite late. Nevertheless I look forward for your suggestion on every 2nd Saturday.

    Regards
    Vetri

    ReplyDelete
  18. Hi,

    I respect your decision and understand your approach very well. Return takes time and sometimes its not just available in short time. I used to follow your blog since last few months and found that the companies you're suggesting for long term investment are strong when we look at the potential they have, but it realize only if company manages to capture the opportunity and its take time.

    Just sent request to your fb page. Pls accept the request.

    However, I still believe that you should be posting this on your blog here as well as its much better to read on your blog than on fb page.

    Thanks again.
    Krunal

    ReplyDelete
    Replies
    1. General postings and one new stocks per month will be still here

      Delete
  19. Dear Sir,

    I am Regular reader and follower of your blog i just want to tell
    you that the people who really follow your words and path of success shown by you they never question you on your opinion based on market fluctuation and secondly Majority of blog readers (many of my friends never commented in your blog just follow) the reason for not commenting in your blog is that the explanation and information given by you is completely understanding and give clear picture about the particular stock in case of any major changes in stock profile the update is given before our asking

    Mallikarjun Bally

    ReplyDelete
    Replies
    1. Me too agree with this . Understanding a GENIOUS requires Patience . Appreciate your decision which you mush fhave taken after going through many churning thoughts.
      Regards Sir .

      Delete
  20. Dear VP Sir,

    as a follower of u and ur guidance and the way you are teaching us this is just injustice to the people who are mature enough to understand what you intend to say and the way you guide about the normal people to turn out to be a great investor like you. However its solely your choice to post here or not but sir for some stupid and immature people please dont do this to the people who genuinely research and do their homework for themselves and before taking any decisions on your suggestions too. Every Market regardless where it is has to have a sucker class like this. In this kind of market scenario people like me really need your guidance. And I think people should understand when guidance comes for free you should'nt complain or demand.

    M sorry if i sound selfish or disrespectful

    but wish u continue the same way ignoring the immature readers till they turn mature enough to understand Rome was not built in a day and everything takes time.

    A disappointed student, fan, disciple, follower whatever you consider fit.

    Rajeev

    ReplyDelete
    Replies
    1. Majority of people need only capsules for instant kick . They are not even willing to hold a stock for at least one quarter . Purpose of the starting of my blog was to convert speculators to investors . If that purpose is not meeting, there is no meaning in wasting my time and effort .Am I right ?

      Delete
    2. Sir you are very much success inyour purpose. Lots of speculators including me are converted to investor because of you. So thanks again. We respect your decision.

      Delete
    3. Sir you are success in your job majority of people are with you please go ahead with your great job

      Delete
    4. Even me too vote for this sir, we're speculators turned investors and you played major role. All the time you spent here just mean a lot to many of us...
      Harsha

      Delete
    5. You are helping lots of people.... With your Best of the best suggestions!! God be with you & we will always follow you sir. Request you to please do not stop posting in this blog.

      Delete
  21. Dear VP,

    Correct and Great Decision... Thanks lot for your great support...

    ReplyDelete
  22. Respected sir, we know that it is very painfull to search a turnaround company every week. And after that some people blame on you about holding period. But sir large no. of ur follower are waiting Saturday because of you.
    so atleast please accept our friend request on your fb page.
    thanks
    Manish Nagar

    ReplyDelete
  23. (Sorry for such a mammoth post)

    VP,
    I know it must be difficult for you to - on one hand do all these researches and find stock to suit the portfolio of individuals with different risk appetites and on the other also be questioned (even blamed) when the stocks do not perform adequately. However, not posting the Companies under a risk-reward situation is not the proper answer either.

    I suggest (and i believe lot of your followers would agree) that you specifically categorise your suggestions or picks and mention boldly if a particular stock is not appropriate for those with a low risk profile.

    Hope you continue posting ANY STOCK that you wish. if nothing else, readers will get a chance to study the stocks, their managements, their performances, ratios etc.

    ReplyDelete
  24. Sir, do you track Jain Irrigation? Can we at current price? Budget allocation for micro irrigation is 5000+ crore.

    ReplyDelete
    Replies
    1. Allocation is happening in every budget , but red tapism creating lot of issues at the time of releasing subsidy and companies operating in this sector are suffering because of this . Even Centre allotting money to states for this purpose , various states are making unnecessary delay in releasing the amount.

      Delete
  25. sir,
    can I buy Dion Global @ current price

    ReplyDelete
  26. I just remember this rajesh kanna song. "Kuch tho log kahenge logon ka kaam hai kehena.. chodo bekar ki comments .... aur apne kaam karte rahena""

    The service you have rendered is par excelence.... I have not been able to enter at levels you have mentioned, since i saw ur blog only about 2 months back. but then the quality of research you have done is just superb...Please dont mind the questions and continue the good work..

    Kumar

    ReplyDelete
  27. Dear VP Sir, I'm a regular reader of your blog only for past few months. I'm not a very keen analyst so I follow the directions of people like you and very vague reading of Moneycontrol.com data. I do appreciate your step an its common for anyone to get demotivated by feedbacks. I just have one opinion which i would like to elaborate. First of all, I would like to admit that I'm an investor of around 5L and I do change my decisions and stock picks based on changes in markets. I have made loss in few counters like SAMKRG, Amines & Plas... which were recommended by you with few caveats. On the other side I have not followed your direction on Suzlon to sell it and made some profit. So, my view is, any investor with very minimal knowledge will not blame you unless turns greedy which is not your fault. And good thing in your blog is, you dont take a penny from anyone though many would have requested you. So, pls do not get discouraged by few people but continue this great service which many (like me) appreciate and do more recos so that people get more choices to pick from. Couple of suggestions from my side will be to not do GTS (which creates a race) and add more disclaimers on possible reasons why your reco may not work out well.
    Thanks in advance,
    Rajesh R

    ReplyDelete
  28. thank you vp sir.......god blesh you for your future vp sir....we all with you always.........it's good vp sir montly 1 stock...all genuine long term investors accumulte easily because of everymonth onle one stock....good decision vp sir...once again thank you

    ReplyDelete
  29. Dear VP Sir

    I feel very sorry for your decision.

    Yours

    S. Venkatesh

    ReplyDelete
  30. Sir, It is sad to know that you have taken the decision of not posting information on some of the long term stocks in this blog.
    It would be really great if you reconsider your decision and keep pushing or recommending those stocks in this blog. You should not give too much importance to the desperately made comments or negative comments.

    ReplyDelete
    Replies
    1. To get significant gains after a sharp rise in stock prices and not so supportive financial performance of companies , one need to show enough patience . Govt is taking steps to revive economy and it may happen so in future . But to get the benefits of such a positive change, an investor should show enough patience and it is not possible over night .Contrary to this fact majority of investors are not realistic and they think stock should double in no time whatever be the ground realities and fundamentals . I have nothing to give to such people frequently . Hence taken this decision , let us rethink about it either after a sharp correction in prices or sharp improvement in earnings.

      Delete
  31. Thanks for being an inspiration for value based stock selection and for responding to our queries! ! Thanks a lot.

    ReplyDelete
  32. RS Software has great fundamentals and fast growing epayment company. Still a small cap though. At CMP what is your advise about investing on this company?

    ReplyDelete
    Replies
    1. Not tracking it and I mentioned this many times in the past

      Delete
  33. Thank you VP. You have always been immensely patient and obliging. Your blog (and followers comments) has been a great teacher in understanding the market behavior and investor and trader sentiments. I will look forward to your monthly updates. Wish you all the best.

    Regards,
    Santhosh

    ReplyDelete
  34. Hi Sir , It means now onward .. you will not post in this blog :(:(
    Because of few impatient investor or I should say trader ..you are punishing all of serious value investor learner .

    ReplyDelete
  35. Your true followers will still be with you, please continue the work.

    ReplyDelete
  36. Dear Sir;I am particularly pleased with your decision based on objective & incisive analysis of common investors(like me too perhaps) who sustain self inflicted injuries due to impatience/frustration borne out of sheer greed.Some people reap rewards from your well researched/follow up reports yet make very uncharitable comments on various sites when they lose even a miniscule fraction of their gains(mostly due to own follies of not reading/absorbing pros/cons of your reports).So this is a welcome step which should draw only genuinely interested value investors to your fold.Very Many Thanks VP; Regards;SS

    ReplyDelete
  37. Sir, can you light up some listed Health Insurance companies either in BSE or NSE or both.

    ReplyDelete
    Replies
    1. No direct insurance cos listed here , companies like Max India , Bajaj Finserve ..etc may benefit

      Delete
  38. Hello VP sir,

    I truly appreciate the selfless service you have rendered to layman investors like me for the last five years and feel deeply indebted. Though I have not made substantial gains from your posts, I have definitely gained immense knowledge and insight into your thought process.

    I wholeheartedly support your decision to post 1 recommendation per month. But please do continue to post general comments, result updates view, change in outlook etc in this blog.

    Sir, one more request/suggestion which you must have received in the past as well. I am sure there are many genuine long term investors with different risk appetite who may be interested in paid services with a view to create wealth in the long term, and who don't mind day to day price fluctuations. Kindly consider starting a paid service. That will greatly help.

    Regards
    Nayan

    ReplyDelete
    Replies
    1. Even if currently not charging anything for this , a minority is not satisfied even slight delay in replying and highly demanding in many other cases , then what will be the story if I convert it to paid ?

      Delete
  39. Sir,
    Its shocking to read this. Plz reconsider your decision. Not in a position to comment any more. Thanks for your services.

    ReplyDelete
  40. I think all the people who do good and their bit for the society at some point of time come face to face the feeling that you have currently. Sometimes the same people for whom you intend to do good or doing good do not realize your efforts and stand against you or criticize you. You feel dejected and irritated by them and decide to not continue to help them in whatever way you were doing earlier.
    I believe people are like that, they have different views, ideas, habits, preferences, apprehensions, interests, matter of joys and so on. I think that's what makes all of us human and all the markets, products or anything for that matter viable or failure for markets.
    Our stock market is surviving because of different people and their views only. Had everybody been just holding stocks for all the time or selling them for puny profits our markets would have been very predictable and believe me far more manipulative and dangerous than what they are today. So, I think people will be always like that and it is for our own good that we are like that.
    I understand your views as well and belive me most of us understand your views. We appreciate all the things that you did for us and thank you from the core of our hearts. I consider you a very good person and know that even if you will be not helping people in stock market very actively now but you will keep looking for ways to helping people this way or that.That's what needs to be continued.

    So take you time, take care of yourself/family and stay healthy.

    And think about the people like us who may not say thanks to you ever but they mean it always when they think about you. :-)

    ReplyDelete
  41. Sir what is your view on repro india, the digital printing story and is there still any steam left in Page Industries?

    ReplyDelete
  42. SIR, why r u not showing my comment in this blog.Your decesion is very good.
    Let the people do hard work and work at it own instead of spoon-feeding.I also feel for most of people this site was just like spoon-feeding which they should understand.

    ReplyDelete
  43. Dear VP, Why not you consider dispensing with the question and answer portion of the blog. You are suggesting the stocks and periodically whenever required -at the time of quarter results or any significant news youare kind enough to update us that will do why the Q & A and the trouble of it? instead of restricting your valuable stock related recommendation and updation you could consider doing away with this QA.Best rgds whatever way you choose my support will always be with you. Tks.

    ReplyDelete
    Replies
    1. Friends,
      Don't misunderstand . I never against healthy criticism and answered for such questions in the past . But the criticism should be healthy and it should meant for the improvement of blog . But Criticism by 'Anonymous ' only to express their frustration is not useful for anyone.

      Delete
  44. Hi VP Sir,

    I saw the link of SKM press release 03.02.2015.

    Few queries regarding relisting in BSE stated in the release.
    1. Relisting means new shares issues in BSE same as IPO or the relisting of shares which were already traded in BSE while it was suspended.
    2. Will the issue price be same as last closed NSE price or some discount to the price or it depends on the company.
    3. Will the existing share holders get benefit in subscription process like they will get preference first and then to other retails investor.

    I am invested in SKM doing SIP based on little amount i have, if the subscription process gives some upper hand to existing share holder like to add few more.

    Hope to see a response.

    ReplyDelete
    Replies
    1. Re-listing means the re listing of existing shares. To my understanding , SKM is not going to issue any fresh shares in near future.

      Delete
  45. Dear VP,

    First of all thanks for whatever we learnt/learning from your blog.

    I am following you from past couple of years & never posted any query on your blog till date bcz searching in your blog was giving answer. And i am sure like me there will be many more followers of you. So please dont assume that majority of your blog visiters are impatient.

    It can be understood that it must be painful for you to answer repeated/frequent queries. But thats how is the nature of social media, we can not control others.

    You are doing awsome job and just bcz patient followers are not posting on ur blog, plz dont make wrong conclusions.

    We want you to keep us teaching without getting in negative mind due to some handful of posters.

    Wish you healthy long life.

    Thanks,
    Manoj B.

    ReplyDelete
    Replies
    1. Very much True!!! There are many silent followers of VP Sir!!

      Delete
  46. Firstly I like to thank you for recommending future growth stories at penny prices every Saturday then alternate and now a month. I read silently every Saturday whole week blog and I see several people come ask question which are earlier answered or illogical and you get miffed by those but what I seriously look in your blog is new company as I am a very small investor and don't have time to seriously give a dip in market and search anything I just look new company (which is not known to me) which have a driver position in next 1-2 years and then purchase stock like FD right now I have couple of stocks where I am enjoying good profit and respect your decision to get time for yourself and enjoy life more still request sent to fb
    Regards
    Your silent follower
    Abhishek Saini

    ReplyDelete
  47. Hi, it's a good & welcome decision. The decision is meticulous similar to your stock analysis. It's very simple now: Facebook reco: High Risk - High Return; Blog reco: Average Risk / Conservative Investment. Thanks

    ReplyDelete
  48. Vp sir your decision once a month is a welcome a real investor invests in a company/business. 12 company in a year I do not understand why readers are so worried, but sir one request please give your valuable comments and suggestions during company results or any good or bad news

    ReplyDelete
    Replies
    1. Absolutely right 12 companies in a year is more than enough for a genuine investor
      I totally respect ur decision Sirji
      I think theirs nothing to worry
      But Sirji one genuine request, plz never stop posting on this blog

      Delete
  49. Sir you had recommended Sankhya Infotech back in 2010 when HBL Power had bought stake in it. The promoter holding is just 37% out of which almost half is pledged. What are your views on this company which provides service to Defence and Railways?

    ReplyDelete
  50. Sir,
    It is because of your blog n investment tips that many speculators including have been transformed into investors. Keep posting your valuable stock analysis and investment tips to guide geuiene nascent investors.

    Thanks for all your support over the years.

    ReplyDelete
  51. Thanks a lot Sir for guiding us,though I think now those paid operators will be very happy as they didn't want you to help newbies n investors.
    They might be using proxies to criticise n hurt you or may be collectively playing game to bring down price of ur recently recommend shares to gv u bad publicity and fodder for impatient and abusive ppl.
    They might have succeeded in short term but I know u will keep on helping us irrespective of their cheap n vicious tricks.
    Thanks a lot Sir
    Hope you might reconsider your decision despite of criticism of few.

    ReplyDelete
  52. Dear Sir,
    one suggestion to allow only registered in your blog people to have comments and questions, to eliminate anonymous folks,
    Is your reduced recommendations anything to do with market flare up? that you think will be volatible for average investor to invest at this point of time? But than experts say one can't time the market and SIP is best way to own quality stocks...
    regards, Balajee

    ReplyDelete
  53. Honestly I was expecting worse than this. Was expecting u to stop d blog completely due to naunces of few which really disturbs. After all each 1 of us needs motivation.I understand your situation. What ever can make u feel better, n healthy pls do so. Pls take care of ur eyew

    ReplyDelete
  54. Sir, any view on TCPL packaging.

    ReplyDelete
    Replies
    1. TCPL is a stock recommended @ Rs.55 in the below link.

      http://value-picks.blogspot.in/2010/11/tcpl-packaging-buy.html

      Stock is now trading around Rs.460 ,low risk investors may book part profit

      Delete
  55. Sir, can you please through some light on aban offshore & tata steel. I have been holding both these stocks since last 4-5 years. aban at an avg price of 550 & tata steel at an avg price of 470. Are these still worth holding?

    ReplyDelete
    Replies
    1. Not tracking Aban,Tata Steel is suitable for long term passive investors .

      Delete
  56. Dear VP,

    Thanks a lot for your support thru your blog. Whatever you said is 100% right where people prefer only fast food!.

    I have a request for you sir...Could you pls post a new message to read all the book 'The Disciplined Traders - Developing winning Attitudes' by Mark Douglas....I am sure at least 10-20 % of hurry-burry members will change their mind and never look for daily price movement. Thanks!

    Regards
    Ayyappan

    ReplyDelete
  57. hello sir aimco increase authorised issue capital what it means positive or not tell me. i want to add more at this price please give u r opinion

    ReplyDelete
    Replies
    1. Positive or negative depends on the result it can accrue by utilising this additional funds.

      Delete
  58. Hi Sir,
    Why do allow people to give comments on your rec, Why cant you create a web site and just post your recommendations and findings, don't take any questions or answer to any people. just a web site of your own where others can only view, you have already created a lot of confidence in your recommendations to many people, so real invest or followers of value picks will not have any questions on your findings and recommendations.

    Thanks
    Kiran

    ReplyDelete
  59. Dear VP,once a month decision is very good,thanks.

    ReplyDelete
  60. VP sir, what are your views on neclife (nector life)
    Cmp 34.90

    ReplyDelete
  61. Sir,
    Would you please comment on Sequent Scientific? Morgan Stanley has sold some shares. Any development on sequent scientific? Thanks for your help.

    ReplyDelete
    Replies
    1. One new development is there . Company is planning to issue 2,200,000 warrants to Promoters/ Promoter Group and Non-promoters , which will be converted into shares later.

      Delete
  62. Hi sir, little bit feeling sad. but rather than it we all are lucky to have a mentor like you. we can understand digging out gems like multibase, arrow coated, marksan and many more.......& replying to many odd/even posts is really difficult. but anyways now atleast we will be in touch on FB and one gem in a month. Thanks a lot.

    ReplyDelete
  63. What is your view on Waterbase and Sita Shree Food Products Limited....
    Harsha.

    ReplyDelete
  64. Sir any idea or advice on dynemite product... i am a long term investor can hold for a year or two.. should i??.. please sincerely help needed

    ReplyDelete
    Replies
    1. I am not aware about a company trading in either exchanges in the name of dynemite product

      Delete
  65. Pls let me know your thoughts on Saint-Gobain. Also, thinking of adding to my position in your old recommendation BASF India. Hope no change?

    ReplyDelete
    Replies
    1. Not tracking Saint Gobain

      No change in BASF

      Delete
  66. Dear Sir,

    Am a learning investor. amines & plasticizers ltd recently split-ed from 173 to 35. This is a good fundamental stock. I just like to know what will be the benefit from this.

    Only high risk taker can enter at this time?

    Splitting help small investor to enter, other than that any other matter involve this?

    Am not here to ask you to any recommendation about any stock, Am following your blog and i never asked any un-necessary question to waste your time.

    But this time can you please help me to understand small investor like me have any benefit from this?

    ReplyDelete
    Replies
    1. Earlier it was a very low liquid stock

      Delete
  67. Sir,

    Good decision!

    Reading all this comments, i can only make a small suggestion to you, please make sure before accepting all friend requests on Facebook.

    There is a good chance that the same story will repeat there as well because those who are desperate will not think twice before commenting/ posting rubbish on your facebook wall which is again a public place and lead to nuisance.

    ReplyDelete
  68. Sir I have been following your blog for a while and I think its a very valuable resource and good learning opportunity for me. I think there are many other readers like me but we don't post here and thank you on each of your post and the restless people probably bug you. I would be really happy if you can keep the blog alive. I have added you on facebook but facebook isn't a good medium for that as most the information on facebook is pretty useless and this can get lost in that and could be hard to find it I don't login for sometime. even a oneliner saying that you have posted something on fb with a link will be enough as I will get that in my email. thanks a lot for all your kindness you have shown in sharing your knowledge and analysis

    ReplyDelete
  69. sir any views on mastek and its demerger?

    ReplyDelete
  70. Pls reply abt Shriram EPC. Promoters increased stake to 69 % in dec. quarter

    ReplyDelete
    Replies
    1. Let us hope , it will improve when some improvement in whole sector

      Delete
  71. Sir, your views on Rasoya Proteins?

    ReplyDelete
  72. Looks like many people didn't read and understand the context and meaning, Vp sir never said he is discontinuing.discontinuing. Please read the blog again :)

    ReplyDelete
  73. Hi VP,

    Pls share ur views on Geometric Ltd. and Kajaria Ceramics Ltd.

    Thanks,
    Thiyagu

    ReplyDelete
    Replies
    1. Not tracking Geometric.kajaria is a good one.

      Delete
  74. Your view on KEI industries

    ReplyDelete
  75. Sir,

    Excel Industries is over 2.5 times the recommended price, thanks for this!

    Do you think the current fall is just in-line with the market, or any specific reason (in-terms of adverse changes in the prices of phosphorus based intermediates)?

    Thank you for your time.

    ReplyDelete

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