Saturday, February 7, 2015

NO NEW STOCK SUGGESTION TODAY




Dear Friends.

One more week left for the completion of December quarter result season.So far ,  quarterly results published by majority of small /mid cap stocks were not encouraging .Only very few companies published outstanding results and we already discussed many of such stocks here.Because of this reason , companies having potential in future is in the  process of correction after a sharp run up which happened in past few weeks on the basis of anticipated good result.Some other stocks in my tracking list are yet to publish their December results. I believe  , it is better to recommend such stocks only after their results are available .On this back ground , in order to avoid taking unnecessary risk ,I prefer to skip  suggesting a new one this week.Let the remaining companies declare their results and already declared companies consolidate at some price level. Let us look into them  thereafter.

145 comments :

  1. Dear sir,
    How do you see TV today network. Has come out with good set of numbers.Has been reducing debt continuously. Also planned to sell loss making radio business.

    ReplyDelete
    Replies
    1. Not strictly tracking it. Result was good

      Delete
  2. Any Updation on Hindustan Tinworks Price corrected recently. we can hold for long term

    ReplyDelete
    Replies
    1. Let the result come , then we decide

      Delete
  3. When shall we expect the next recommendation?
    Next Saturday or before that?

    ReplyDelete
    Replies
    1. Probably on third Saturday . Lot of results are scheduled for 14th ( Next Saturday ) which may known only on by Monday

      Delete
  4. Dear VP Sir,Surely we have to wait one week instead of taking unnecessary risk....

    ReplyDelete
  5. A very good decision to protect investors money.

    ReplyDelete
  6. V. P. SIR, I would appreciate your views on oriental carbons result and it's future outlook. It has corrected sharply from 622 to 460 levels.

    ReplyDelete
    Replies
    1. Recommended this stock @ Rs.93 . One can still Hold.

      http://value-picks.blogspot.in/2010/03/oriental-carbon-and-chemicals.html

      Delete
  7. Respected VP Ji,

    I am holding 500 Lincoln pharma @105. What is your view on this stock.

    ReplyDelete
  8. Good decision.... Can u tell me abt sibar auto & autoline india? Im tracking autoline india frm 6 mnths its good but as per ur opinion should I enter?

    ReplyDelete
  9. Thank you sir. It is batter one stock one month.one of my friend was waiting for your stock ,at least you should comment this yesterday.

    ReplyDelete
  10. Sir,
    Please let me know your views about future consumer.

    ReplyDelete
  11. Dear VP SIR,

    Thanks for giving us small vacation for not giving any stock. I personally feel relax weekend. Appreciated your honesty and commitment for this blog.

    JAI HO SIR.

    ReplyDelete
  12. Sir plz tell about Sudar industries
    It has good eps n low pe
    Founder is a self made person
    Can u suggest something
    Thank u

    ReplyDelete
    Replies
    1. I am skeptical about Sudar Ind. and not interested to swallow their published result as such. Promoter stake is declining which is not a good sign

      Delete
  13. Sir your views on Arrow Textiles & Next Mediaworks

    ReplyDelete
    Replies
    1. Not tracking Arrow Text

      In case of next media , success depends on their ability to grab more licenses in the upcoming auction.

      Delete
  14. V. P. SIR, I would appreciate your views on CAMPHOR & ALLIED PRODUCTS LTD.result and it's future outlook.

    ReplyDelete
    Replies
    1. Already recommended around Rs.180 .At CMP Rs.314 , one can still hold

      Delete
  15. Sir ,

    What is your opinion about Ybrant Digital ( Lycos)

    Arjun

    ReplyDelete
    Replies
    1. My detailed reply about Ybrant already shared with you as a comment below the posting available in the following link.Nothing more to add and no change in my earlier stand.

      http://value-picks.blogspot.in/2014/07/what-is-difference-between-investing.html

      Delete
  16. Dear VP,

    Please provide your analysis on Marico Kaya results? I notice Sales growth of 22% as per mgmt.

    Regards,

    Pratul

    ReplyDelete
    Replies
    1. Result is improving but I don't think current price is easy to justify for a fresh entry.

      Delete
  17. Good Morning VP Sir,

    We really appreciate ur view of not recommending any stocks to protect small investors like us.Also we would request you to ignore people who say negative things abt you and ur blog.

    Sir,the is no doubt that u r a guru for small retail investors like us.We have learned new thing and will continue dng so.

    Thanks a lot for saving us :)

    ReplyDelete
  18. Hi VP,

    Can you give your views on Pioneer Embroideries and Waterbase?
    Pioneer looks like a turnaround candidate.

    Please let me know your views on these 2 stocks.

    Thanks.

    ReplyDelete
    Replies
    1. Yes , Pioneer may turn around in future . But why I reluctant to recommend this stock at this point is only because of one reason. Normally such turn around cases will give multi fold return for investors with patience. Generally, the process of turn around is a step by step process like Huge loss - continuous reduction in losses for many quarters and then return into profit . If one want to make big money in such cases ,one need to hold such stocks patiently for a long period normally for years . But what I learned from my experience is , majority of my readers are failing to understand this process and unable to judge the situation properly . They are considering turn around cases and other companies alike and start to ask about a turn around case in each and ever quarter " What is your opinion , Why it is not making profit ? " .etc , etc. Facing this same situation in cases of few stocks including Dion Global..etc.

      Though such cases are very good opportunities to make windfall profit over a long time , majority of investors have no patience to reap such chances and they are expecting turn around over night which is difficult to happen.


      Not tracking Waterbase

      Delete
    2. Thanks for such a nice reply VP. People should understand we cannot become rich in stock market overnight. It needs patience if we are having the right stocks. I really appreciate your views. Thanks again.

      Delete
  19. Sir
    Whats your opinion about Phoenix Lamps. PE firm is holding 66% and the same PE firm is selling some of their stakes which they acquired at lower levels. In a recent bulk deal Rajasthan Global acquired 1.5 lakh shares.Can we expect a take over or delisting in Phoenix lamps?

    ReplyDelete
    Replies
    1. The P/E firm holding majority stake is selling in open market . In such a situation who will initiate de-listing process. ?

      Delete
  20. So thoughtful of you sir, that you are not giving a pick this week. thank you, and that shows the concern and love you have towards your boarders.

    ReplyDelete
  21. Sir Kindly opine on titan biotechnology at current price...seems

    tremendous potential in the future...your opinions are highly

    reflects very next

    price...amazing...

    ReplyDelete
    Replies
    1. I have no idea about the scalability of their business , hence no comments.

      Delete
  22. Sir,

    What are your views on ESS DEE Aluminium ?

    Harnish

    ReplyDelete
  23. sir,
    Your view on intrasoft tech for long term

    Regards
    Elumalai

    ReplyDelete
  24. Sir there was a sharp correction in the price of arrow coated products can I buy this stock at current levels of 422

    ReplyDelete
    Replies
    1. This stock recommended @ Rs.12

      Neutral at CMP Rs.422

      Delete
  25. Sir any views on KOVAI. This hospital from Coimbatore posted very good results. Also do u track ALBERT DAVID & KSE LTD....both stock looks good...any views

    ReplyDelete
    Replies
    1. Kovai Medical earlier recommended @ Rs.114 in the below link

      . Currently it is trading around Rs.620 . Neutral at CMP

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

      Delete
  26. sir, please start again your famous GTS series with daily one clue, i think it will be exciting everyone will appreciate it.

    ReplyDelete
    Replies
    1. Lot of people misusing it in different ways. Myself got a trial offer buy recommendation from a paid tip provider asking to buy Salzer electronics ( just one day before revealing the name of last GTS ) with a tag ' Assured 30 % return in few days" . This is how things are going . Hence re-thinking about it.

      Delete
    2. What you said is right. GTS is giving other blog writers to make recommendations before you. Additionally, those who find out the correct answer publish it in moneycontrol. So my suggestion is to give the questions on Friday evening and publish the answer before the market starts on Monday.

      Delete
  27. Marksans pharma quarterly results came out today. What is your opinion on it now....invested in it for long term...just curious for your view.

    ReplyDelete
    Replies
    1. Recommended @ Rs.4 and already suggested to book profit

      Delete
  28. Dear Sir,

    Request you to share your views on "Stylam Industries Limited"

    ReplyDelete
  29. Dear vpji,
    As per the price movement it seems that polyplex is not going to report great nos. My question is if that is the case are u going to give exit call based on the result or u would like to wait for few more qtrs and would not mind inventory loss for the one qtr.

    ReplyDelete
    Replies
    1. The major reason is - the speed of recovery in European Economy is less than anticipated and because of this reason global price of their product not improved as expected .Now they decided to reduce debt by selling one plant which is expected to improve their balance sheet . For a meaningful recovery , one need to wait till improvement in global economies .If ready to hold till then , one can still hold it irrespective of few qtrly results.

      Delete
  30. kindly share ur views on GMR INFRA. promotor is accumulating shares from open market, rate cuts going to be down, gave twice dividends(very less amount.10 paise). have good relations with Andhra pradesh govt., will participate in AP renovation and smart cities, good income from airport and highway projects. energy unit operation started.

    will it be a good pick or any more parameters to lookout?

    ReplyDelete
  31. Dear Sir
    what is your opinion about Astra Microwave at present

    ReplyDelete
  32. Dear VP SIr, Many many thanks for ur wonderful stock picks.One question for u and I am really curious to Know. In case BJP loses Delhi elections, what would be the impact on that markets?

    ReplyDelete
    Replies
    1. There may be some negative impact for sure. But I think the under performance of our market compared with other markets in past few days are part of that anticipation and possible election result already started to discount in our Market . So , major portion of any unfavorable outcome may discount in market even before the official result declaration and only a one or two day impact thereafter . Later market may aim next budget .

      Delete
  33. Sir please share your opinion on Water base & Dhunseri tea

    Regards
    Anurag

    ReplyDelete
  34. Dear Sir,
    Pl share your views on SIMRAN FARMS at CMP....

    ReplyDelete
    Replies
    1. Already suggested to exit and nothing to add specially now.

      Delete
  35. Please share your valuable view on feno plast

    ReplyDelete
  36. Sir, What about Patspin India ?

    ReplyDelete
  37. Hi,
    Please let me your views on Vaibhav Global

    ReplyDelete
  38. Dear sir,
    Please share ur view on ahmednagar Forgings...

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

      Delete
  39. Dear Vp,
    can I add Godavari Drugs at Cmp ?

    Sir why are you inactive in FB?
    Thanks.

    ReplyDelete
    Replies
    1. No bad opinion . Each and every stock need correction and consolidation during any move and it is part of market.

      We have only 24 hours in a day , difficult to handle everything :)

      If situation warrants , then let us reduce the time devoted to blog and increase the same to FB

      Delete
  40. Hi VP Sir,
    Kindly post your views on SNL bearings, FIEM Ind and Pricol Ltd. Waiting for your reply Sir.

    Thanks
    Abhinav

    ReplyDelete
  41. Sir,
    Please suggest on Phoenix Lamps.

    ReplyDelete
  42. Dear sir what's your opinion about AksharChem India Ltd?

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

      Delete
  43. Dear VP Sir,

    Please tell about the MIC electronics.. shall i sell or hold the stocks??

    ReplyDelete
    Replies
    1. What fundamentally changed after your purchase ?

      Delete
  44. Dear Vp. SKM is in correction mode. Will it be wise to book some profit now or relax. For your information I entered at 93 and a small investor.

    Thanks.

    ReplyDelete
    Replies
    1. You are in wrong court mate. Want to play ODI in test match?

      Delete
    2. If you are planning to sell now , why you didn't sell it when its price was almost 15 % above the current price. ? This means , you never studied the company , and acted only on borrowed conviction . A genuine investor should invest in company and its business and not in market movements. Those who are acting based on price /volume movements can't be treated as investors but only traders or position traders..

      Delete
  45. Sir, your views on Deepak Ferilizers at cmp 138? are there any good days ahead for Fertilizers companies? pls advise.

    ReplyDelete
  46. Sir,
    Your views on Goodyear India Ltd and Gulshan Polyols.

    Thanks

    ReplyDelete
    Replies
    1. Goodyear is a good one and recommended @ Rs.300

      Not tracking Gulshan Poly

      Delete
  47. Sir, would be nice fi you share your views on Panasonic Energy and Mangalam Cements results?
    Is it that bad the way they are correcting..m holding since your recommendations. Pls advise sir.

    ReplyDelete
    Replies
    1. Expecting range bound movement for both stocks.

      Delete
  48. Hi,
    Patel's Airtemp published their results today....what is your opinion on this stock now....is it still a buy or should be wait to buy on further dips.

    ReplyDelete
  49. Dear Sir,
    Results of Patels Airtemp were released today. Numbers were simply spectacular. Revenues were more than double of same quarter in previous year. Pls do share your thoughts on Patels Airtemp.

    ReplyDelete
  50. DEAR SIR,

    Need you view on Action constrution equipment(ACE)

    ReplyDelete
    Replies
    1. Not a bad company , only issue is the not so good performance of sector

      Delete
    2. Extremly thanks for your reply sir. I feel, once construction economy pickup, then ACE will come to new level.

      Delete
  51. Sir, where can we find pending order book of a company in financial reports? Is it published anually or quarterly?

    Thanks

    ReplyDelete
    Replies
    1. There is no such mandatory rules . Some companies mention the same as a note to quarterly result , majority mention the same in Annual Report

      Delete
  52. Is Dish TV a good investment option now? A turn around story is brewing in this business especially for Dish TV.

    ReplyDelete
    Replies
    1. Turn around possible in another 1-2 quarters.

      Delete
  53. sir please Share your views on Oricon Enterprise Ltd

    ReplyDelete
  54. Dear Sir,
    please share your views on "Intellect design arena". I think, it may give us very reasonable appreciation in future?
    Thanks

    ReplyDelete
  55. Sit ur views on present position n level of camphor. Thanks

    ReplyDelete
    Replies
    1. Recommended @ Rs 182 , AT CMP around Rs.300 , one can still hold

      Delete
  56. Sir, your opinion on prozone intu and mayur uniquoters

    ReplyDelete
    Replies
    1. Mayur is a decent one.

      Not tracking the other

      Delete
  57. Dear Sir,
    please share your view on Asian Granito Ltd and Premier Explosives after Q3 results

    Thanks and Regards

    ReplyDelete
    Replies
    1. If ready to take some risk, one can still hold .Not the companies are bad but the sectors in which they are connected are yet to come out of recession.

      Delete
  58. Sir,

    Pease share your opinion on Rubfila International Limited.

    Thanks,
    Anand

    ReplyDelete
  59. Dear vp sir, how much % of debt SKM held with SBI that paid off and how much still left with other consortium.

    ReplyDelete
    Replies
    1. It is very clearly stated in their Annual Report

      Delete
  60. Dear sir, looks like Dion Global has started turning around on consolidated basis - turned into profits from losses...i think golden days are ahead and patience will pay..what says.?

    ReplyDelete
    Replies
    1. Yes , fruits of turn around is only for those with enough patience , not for those looking into screen on each day. :)

      Delete
  61. Hi Sir,
    Can you post your views on Unique Organics? Waiting for your reply.

    Thanks
    Abhinav

    ReplyDelete
  62. Dear VP
    Could you please give your view on zicom since the results seems to be decent but the stock hammered today. I

    ReplyDelete
  63. SIR,
    Whats your view on India Nippon Electricals, results announced yesterday and dividend also offered.

    ReplyDelete
  64. Sir, Thanks for sharing your wisdom. Please share your views on Repco Home Finance and Kitex Garments.
    Thanks for your time.

    Thanks,
    Guru

    ReplyDelete
    Replies
    1. Expressed positive view on Repco at much lower level . One can still hold.

      Not tracking Kitex

      Delete
  65. Sir you recommended Narmada gelatine earlier but what's your current view can we enter @ current levels what your view please guide.

    ReplyDelete
    Replies
    1. Replied for same question within past few days , pls refer

      Delete
  66. Sir,

    What is your view in Global Vectra Helicorp? Is it worth investing in this stock?

    ReplyDelete
  67. Hello sir you view of Rpower holding 300Q at 91, now cmp 56. MMTC holding 300Q at 85. now cmp 54. Holding Den network 200Q at 197 now cmp 111 & JP asso 1000Q at 42 now cmp 24.. can you please share your view of this 4 script, can i book loss or do average some more quantity now then wait more 1/2 year, please reply,

    thanks

    ReplyDelete
  68. Sir your view on acrysil and capital first results
    Thank you

    ReplyDelete
    Replies
    1. Acrysil is an OK Result , Capital first is good one.

      Delete
  69. Sir, Jain Irrigation results have come and it is not good. Are the promoters still honest and capable? I don't have any doubt on their businesses but slightly perturbed by the share pledging and last six months results and debt. Waiting for your wisdom as always ! :) Thanks sir.

    ReplyDelete
    Replies
    1. I don't think there is any issue of Promoters integrity , the present tough business environment is the problem

      Delete
  70. Sir what is your opinions about Fortis health and hatway cable on current price.

    ReplyDelete
    Replies
    1. Fortis is a stock recommended more than once . Not tracking Hathway

      Delete
  71. Sir, would you have any view on IL&FS Transport, PFS and Hexaware?

    ReplyDelete
    Replies
    1. IL&FS Transport is a decent one.Not tracking others

      Delete
  72. Your view on CAPITAL FIRST results

    ReplyDelete
  73. can vst tiller be accumulated if there is a fall considering poor result. would bjp gov stand on subsidy be a drawback. waiting for your recommendation.

    kunal

    ReplyDelete
    Replies
    1. Recommended @ Rs.450 . Not suggesting @ CMP around Rs.1500

      Delete
  74. Sir can I request to sugest whether I should continue to hold inv in himalaya international purchased at 18 rs

    ReplyDelete
    Replies
    1. Already suggested to Exit

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

      Delete
  75. Please comment on Patel's Airtemp results

    ReplyDelete
    Replies
    1. Sir, why Patels Airtemp is not moving even after extra ordinary results?

      Delete
  76. Hi sir,

    Whats your view on Ahmednagar forging?

    ReplyDelete
  77. Dear sir,

    Need your view on Sudarshan Chemicals

    ReplyDelete

Followers

Tweet TopOfBlogs