Wednesday, August 26, 2015

IMPORTANT MESSAGE ...

Dear Friends

It is learned that many of my readers received a message in their mobile stating that I am starting a mobile based stock recommendation service and inviting all to register for that . This is to clarify that , I never send any such message to anyone and not running or planning to start any such service . I am in no way responsible for any loss arising out of such activities. 

26 comments :

  1. Sir, this is regards to SKM Egg Products and Marksans Pharma. Since the rupee is weakening, will it benefit these companies as both of them earn a majority of their revenue in dollars and so, are they good buys at the moment? Also since the Time-Cap Labs (US firm) acquisition will materialize in their earnings next quarter, is Marksans a buy at current price?

    ReplyDelete
    Replies
    1. This stock once suggested below Rs.5 . At current rate its market Cap is around Rs.3700 Cr which is even 50 % higher than the market cap of Granules !

      Delete
  2. Robin George, MumbaiAugust 26, 2015 at 7:57 PM


    Dear sir, i have come across some stocks and want your unbiased advice as opposed to other biased so-called market expert advice. Since you have always been a frank and helpful guide to many of us small investors, during this bearish phase, your opinion and advice helps us to think from a different angle also. I have been eyeing them for quite a while now. Are any of them in your radar too :) ?

    SML Isuzu (No debt + nice last quarter)
    R Systems (Little debt + nice last quarter)
    Manali Petrochemicals (Little debt + nice last quarter)
    Sinclairs Hotels (No debt + stellar !!! last quarter)
    Man Industries (about to demerge and bonus shares of Man Infra)
    GP Petroleums (No debt + nice last quarter)
    Styrolution ABS (Both growth wise & valuation wise)

    Thanks a lot sir for your support to us investors. God bless !! Cheers :) .

    ReplyDelete
    Replies
    1. SML Isuzu already suggested @ Rs.335

      http://value-picks.blogspot.in/2011/04/sml-isuzu-double-impact.html

      Styrolution ABS is suitable for long term passive investors , but its business is like a commodity type and one should track the global trends in product and raw material price.

      Not tracking others

      Delete
  3. Dear Sir,

    Please share your views on Neo corp, I have dropped a message earlier as well, but you never post my comments :(

    ReplyDelete
  4. good idea of posting this message. Sir you can post only companies stories with details without recommendation. so that we also can study and search for investment opportunities. All other blogs are doing same.
    Now as you are not positng any new stocks..... we are in dielama where to invest and how to search new companies....... recommendations banned but not our analysis right. this three months is a good opportunity for investing.... and at this point of time if we don't have any picks we will loose great opportunities...... I request you to rethink about it and find some alternate way to

    ReplyDelete
    Replies
    1. In our country ,any law/rule framed in a way which can interpreted in different ways . Even if authorities take wrong decisions , it is our headache to prove our side .Waste of time,money or even our entire life may be the cost ..

      Delete
  5. Hi sir, are still positive on Cox and Kings & Patels airtemp?

    ReplyDelete
    Replies
    1. Positive on business , that never means entry at any level will give return

      Delete
  6. Dear VP,

    Kindly share your opinion on Pioneer Embroideries latest disclosure of availing loan against Pledge shares. I believe, there are lot of followers out here expecting the same. Kindly share your opinion.

    ReplyDelete
    Replies
    1. Reason for loan is also available in the disclosure.

      Delete
    2. Dear VP Sir,

      "As a collateral for loans taken by the company" is available. Means company has taken further loans. This increases the finance cost and the prospect of turnaround seems to be deferred.? Kindly share your opinion at this conjuncture.

      Delete
  7. Sir Please give your opinion on Saint Gobain for new long term investment ? Please

    ReplyDelete
  8. Dear VPji, government has plans to make 98 smart cities. Will MIC electronics benefit from this? Please share your view on this....

    ReplyDelete
    Replies
    1. Energy efficient technologies are expected to get more opportunities due to such initiatives .Too early to comment company specific benefits.

      Delete
  9. Dear Sir,

    What is your view about Ashiana Housing.

    Regards
    Santosh Hegde

    ReplyDelete
  10. Dear VP Sir,
    Please give your view on KAVERY SEEDS CO. at current price level. The stock has corrected aprx 40% last three months. Can I buy at this level or wait for some more time. My call for long term 2-3 yrs holding period. Waiting for your kind advice.

    ReplyDelete
    Replies
    1. This stock suggested @ Rs.55 ( Adjusted to stock split) . not suggesting at CMP Rs.490

      Delete
  11. Sir any suggestions about rajoo engineers ?

    ReplyDelete
  12. Sir, Amines and plasticers , your old recommendation is going to declare bonus shares, please give your commends

    ReplyDelete
  13. Sirji,
    Thank u can u tell about ujaas energy

    ReplyDelete

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