Happy Diwali – Status Update and Quick Verdict

Just thought i’ll share a quick update:

Srno Stock Comments Recommended Date Recommended Price Current Price Highest Price
1 SKS Stable compounder for long term. No worries on this as of now. Great for big porfolios. Dec-12 130 315.9 348.6
2 Orient Beverages Very interesting story. Very good earnings growth coming in next two years. Is a franchise of a power brand. Aug-14 51 120.6 120.6
3 Wanbury Given the backdrop of news, the stock has not fallen too much displaying very strong strength and remember, when uncertainity is high, risk is low. Excellent brands available at throwaway valuations. Oct-14 43.5 44.6 53.15
4 Aimco Wonderful develpoing story, this agri theme has a long way to go. Sep-14 36.95 65 85
5 Aro Granite Slow and steady compounder. Will try to see if I can get hold of management in the coming quarter and keep you guys posted. Meanwhile, keep assessing the news flow on granite scan (though let me clarify, these people do not own mines just source from the mines and that too TN is just one of the sources) on its balance sheet. Sep-14 64 81.15 91.95
6 Freshtrop Sit back and enjoy. This obviously is for patient investors. These guys look to be a well-oiled machinary. Great story unfolding here. Sep-04 51.5 56.3 74.7
7 Waterbase The earnings juggernaut continues. The stock has exploded and should now be consolidating. The industry is growing very fast, and this even faster. One of the titans of the industry (has the best Operating margins in the industry), this one is for guys who can actively track the industry news flow. May-14 18.5 66.75 98.85
8 V2 Retail This is one of the best stories (IMHO). We all are very skeptical about V2 and rightly so. But the indications are all there for a massive turnaround. The person who was being touted as the biggest contender to take away the crown of retail king from kishore biyani has had a massive “public” fall. This time he is very cautious. He is not giving too many interviews, not beating the drums of his plans and just lying low and taking “very measured” steps. And this makes me very confident. He has had such a massive public failure that he wants to ensure that whatever he says publicly, he delivers, and therefore, he hardly says anything. Now after so many months when he says he will deliver a 290cr topline with 9 cr bottomline, i do not think he would risk his reputation (and in turn his marketcap) by not delivering on what he is promising. Yes, there is mess in balance sheet, but thats why its not trading at 2 times sales and just trading at 0.2 times FY15 expected sales (and 0.25 times expected FY14 sales). Also, with declining inflation (especially food and fuel) and improving economy, the urban and semi-urban consumer would join the rural consumer (IMHO the growth in semi-urban and urban consumption should be more than rural) to fuel a consumption boom and retail will be one fo the largest benefeciary of this and with V2, especially focused on tier-2 and tier-3 towns, this is a story to watch out for. Aug-14 15 29.35 38.7
9 Cupid This is one of the dark horses. Still not sure of their 10 yr agreement, but it has WHO credentials which are hard to ignore. Also, they have a very important patent in female condom and is just one of the 2 WHO certified company in the world. Technically this stock is on a roll and is crossing one resistance after another. But still keep actively tracking it. More orders are expected by next month (as per my original stock story). Sep-14 22 43.1 43.45
10 Liberty Shoes Too good of a story and brand to ignore. This is ready to graduate to next level. Nothing to worry here. Jan-14 140 282.7 351
11 Singer India Strong stable stock and brand. Nothing to worry here. Aug-14 110 185 194.4
12 Sharp India Monitor the next two quarters results and if they give a PAT (collectively), I would say we have something special here. With Make in india conciding with Sharp’s vision of making india a manufacturing hub for itself, it could be a great story. Jun-14 32.85 64.35 92.2
13 Kopran As mentioned previously in comments not actively monitoring it now. Jan-14 27 58.1 72.65

Also, you a lot of you guys have been mailing me for a so called guessing game, but you all know my thoughts on it. I do not think giving a set of hints that can be run on a screener helps, but if you have some other thoughts which could actually help investors to become smarter or more passionate about researching do mail me. I am all game for that. Happy Diwali to you and your family….God Bless !!!

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112 Responses to Happy Diwali – Status Update and Quick Verdict

  1. chirag says:

    happy diwali ace.. thanks for all the effort in shedding light on awesome businesses.. and trying to help us develop own conviction as far as possible.. really no substitute for all the knowledge and insights you’ve helped us gain in the process.

    thankyou is also simply not enough.. hope you get all that you hope for

  2. dhiraj says:

    Hello sir… Is cupid a buy now at current price?

  3. Jitesh says:

    even if you are not monitoring Kopran…but just want to ask..is it a stock with good potential? i m holding good chunk of it so need your guidance…

  4. Devnam says:

    Happy diwali sir…… may goddess Laxmi bless each of us with health wealth and prosperity….

  5. Abir says:

    Hi Ace,

    I am new to your blog and quite amazed to see the way you are helping out common people like us. Have gone through your recommendations and feeling convinced about most of the stories. Would like to invest in few stocks from the above list. I have high risk appetite. Can you please recommend me a few that i should take up at CMP?

  6. Rohit says:

    Hi ace wish you a very happy and prosperous diwali. It would be great if you can share your views on KPIT Technologies which announced its results today.

  7. Sarath Ramakrishnan says:

    Happy Diwali Ace !
    Just a quick question, If you were to choose between Treehouse education & Ricoh India, which one you go for ? I like both stocks , in a limbo๐Ÿ™‚


  8. a.p. says:

    Happy diwali & new year to you! Well i have few stocks from above list ; plus granules india , caplin and astec life. I have conviction in all. Does my portfolio look ok? god bless you.

  9. Sahil says:


    Wish u and ur family a very happy and prosperous diwali.. Thanks a lot for helping all your readers by doing great research and patiently answering all of us.. I am sure u would showered with a lot of blessings from all… Last thing, u have made a big difference in my thought process of how one should think before investing and have faith and conviction to hold a stock.. HAPPY DIWALI..


  10. nirav karia says:

    Hi ace. Wish u n ur family a very happy diwali n prosperous new year. Ace I want to ask / know ur view on premier explosives, shilp gravuers, neo corp int ltd, polyplex corp. Thank in advance.

  11. Nikhil Biswas says:

    sir, for wanbury you have written that when uncertainty is high, risk is low… Could you please elaborate.. and sir.. just a thought.. what is the reason for you not using your true identity…

  12. mark t a says:

    Hi ace,

    Need ur view on marksans pharma, its trading at nearly 13 times its BV, currently holding 5000 shares


  13. Sameer Anand says:

    Wishing ACE and all blog readers a very Happy and Prosperous Diwali.

  14. Keerthan says:

    Ace, Wish you and everyone a Happy and Prosperous Diwali!

  15. Chenna says:

    Wishing ACE and all blog readers a very Happy and Prosperous Diwali.

    In this festival occasion i request ace to conduct webnair or a separate postings on learning skills on stock picking and evaluation of stocks etc. This may help all your followers and make them good analysts.


  16. Prashant says:

    Dear AceJi and all the boarders,
    wish you a very happy, prosperous and Healthy Deepavali .

    Dear Aceji,
    above table should answer most of the queries of the boarders who keep asking about entry for good recommendations . Thanks a lot of your great help to small souls like us . Please keep up your all the good work .

    Best regards,

  17. ravi multani says:

    May This Festival Of lights ..
    Brings Happiness And Joy In Your Life..
    Wishing Happy Diwali To You And Your Family….

  18. Vijay Kumar says:

    Dear Ace,
    Firstly Wishing You and your family a very Happy and Prosperous Diwali.
    Also thanks a lot for the consolidated list in your blog and your current views.
    What is your views about Cheviot company? (if you are tracking it).

    warm regards,

  19. Raj Gupta says:

    Touch anywhere on the screen

    May troubles as light as air, love as deep as Ocean, Friends as Solid as Diamonds, and Success as bright as Gold… These are the wishes for you and your family on the day of Diwali.
    Diwali ki Shubhkamana!

    Raj Gupta

  20. Neeraj says:

    Hi Ace,
    Could you please tell how a share if there are hardly any volumes moves up and down ( only 300 to 500 volumes) and also sometimes there are no volumes for few days and no price variations of course and suddenly after few days it moves 5-10% with again hardly any volumes. This i am asking for very illiquid stocks but fundamentally very strong companies. Could you please share your views on this ?? Thanks in Advance

    • its there’s noone to sell or buy there would not be any trades…a stock goes up if number of sellers are less than number of buyers (normally) and vice-versa.

      • Neeraj says:

        Thanks for the reply Ace,
        But say if the company is producing excellent results quarter after quarter and still there is no trading in the stock, so will the price of stock move and if yes then how.

        Please explain if you could.

        Thanks in Advance.

  21. Theresa says:

    Hi Ace,
    When you comment on stock queries, you use the words โ€“ Good, Decent, Like, OK, Interesting, Not bad etc. Bit confused – Which one is more desirable for investment? Is it correct, if I interpret those as: Decent > Good> Like> OK> Interesting> Not badโ€ฆ. How you rate those (say out of 10)? Sorry for my bad (Shashi) English. God Bless!

  22. jayaraman says:

    Wish you and your family a very happy diwali sir

  23. amit says:

    is ambika cotton a value buy.

  24. Navin Sharma says:

    Ace Sir WISH YOU & YOUR FAMILY A VERY HAPPY DIWALI & PROSPEROUS NEW YEAR. Although, Your recommendation’s give us many opportunity to Celebrate diwali in a Year. You are really doing a great work and i hope LAXMIJI Shower’s Special blessings on You!!

  25. Khansalimx says:

    Hi Ace, unable to understand when waterbase is such a good story after avani feeds than why dolly khanna has first picked avanti feeds, skipped waterbase and gone for ifg agro?

  26. Neel says:

    Happy Diwali Ace.


  27. psvsv says:

    Wish you and your family a happy and prosperous Diwali.

  28. Amit says:

    Hi Ace,

    Give me your thoughts that why v2 retail will perform better when e-commerce or e-retailing is rising and real estate price would go higher in future.
    Big players are facing margin pressure due to logistics, supply chain management, high real estate price, so those parameters apply to v2 also. What I am missing here that you are too bullish.

    • have already given my thoughts on this…go through the past comments on this and also the stock story for rentals…also v2 is not taking too much of debt for expansion and therefore, the expansion is slow and steady

      • Amit says:

        I am new to your blog but read your most of the comments on v2 but never found a question asked by others on the above parameters that I was mentioning. May be I have overlooked.
        I have passion in stock market researching from 8 years but I do not maintain any personal blog because I think I am too inexperience and could give wrong advice to others.
        Can you give a quick comment on my holdings, I have bought only one stock in 2013 &2014 each and while all others I accumulated 2009-2011.
        Cera @152
        Kaveri Seed @ 70(adjusted)
        Eicher @3100
        Page @2125
        Repco IPO price 2013
        WonderLa IPO 2014

        Apart from it I am tracking other stocks and v2 is one of them that it coincided with your recommendation. Now once again I am shortlisting some stocks for investment similar to what I did during 2009-2011 time frame. Hope I can finalize top7 stocks again.๐Ÿ™‚

    • sowrabh says:

      v2 also planning to enter e-commerce

  29. Gopalacharyulu.P says:

    Sir,”Happy Diwali” to you and to your family,god bless you with health and peace of mind.Thank you for your patience and the kind of service your doing to me and to my fellow investors.

  30. Khansalimx says:

    Gouri/Ravi…..if you were smart enough i would have asked you this question….so better read comments only. those who scratch brains and ask questions are better diggers than ones that just keep mum.!!!!

  31. Rammohan says:

    hi Ace,
    can you please let me know your views on Syncom Formula and Celestial Labs?


  32. sowrabh says:

    happy diwali Ace๐Ÿ™‚

  33. yash says:

    Happy Diwali to Mr Ace, may lordess Lakshmi bless all of us with wealth and prosperity,enjoy the festive season to the fullest and thanks for your efforts for sharing your knowledge and giving us conviction to buy stocks

  34. Siva says:

    Hi Ace,

    Wish you and your family a very happy and prosperous diwali.


  35. Hey Ace..

    Happy Diwali & have a prosperous year ahead !!
    Keep up the good work..๐Ÿ™‚


  36. J Gopal says:

    Happy Diwali to you and your family Ace

  37. ajay says:

    HI ace happy deepavali…. to you and all of your family and readers of this blog. Happy investing

  38. sreenivas says:

    Happy Diwali Ace I got cupid from your blog occumulated @ 30’s and stock is currently trading in 40’s… Wish it will climb to higher levels going forward. Once again thanks to you for helping many investing. I look forward to occumulate other stocks as well from the above list going forward. From the above list I think Sharp India can reach higher tops in the future with its good fundamentals
    Amit you had a very good portfolio and occumulated at very good levels

  39. Hi,

    I am new to this blog and found your blog very interesting. Thanks for sharing.

    I would like to know your opinion on Arvind Remedies & Vinyl Chemicals. Both seem very good to me from all angles.

    Thank you .

  40. tapas kumar says:

    namaste sir. from last 2 daysa i am reading ur blog and felling satisfied as u explain abut ur stocks picks .u ,arun,and vp all r doing v gud job for small investr as u all aware them and make sure they dont lose money . wish u happy diwali .

  41. tapas kumar says:

    sir ple advice 5 stocks which price is below 50rs and looks like a turn around story in near future and will be multibaggar . hope my query wil ans by u and may be by ur blessing i will also earn after losing a lot. tnks

  42. tapas kumar says:

    sir,i am having a lots of company in my portfolio which r as follow

    1= snowman logistic @ 86
    2= shreyas shipping @ 78
    3= wanbury @ 41
    4=asain granito @ 89
    5= hindustan tin @85
    6= india gelatine@ 101
    7=necter life @ 40
    8= morpean@5
    9=alembic ltd@ 35
    10=stone india@49
    11=edelweiss @ 60
    12=capital trust@39
    13=sudersan chemical@90
    16=goldtech @ 9

    just want ur suggestion tht is they r able to give good returns in future .time horizan wil be 2 years,.want ur precious advice to make my journey ahead.

  43. avinash kumar singh says:

    sir as iam new 2 ur blog ,wanna ask a question 2 u is tht did cupid ,capital trust, galaxy enter, aimco and snowman logistic wil be gud buy.. ple ple advice me sir.

  44. avinash kumar singh says:

    sir jee ,i want to buy snowman logistic, sreyas shipping and capital trust .just advice me which u like most according to the result.

  45. Jitendra says:

    Dear Ace,

    What is your view on Linc Pen & Plastics?

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