Blog – Update

Thanks guys for sending me the details. Though the mail volume has been overwhelming, I have tried my best to reply each and everyone of you, but in case i have unknowingly not replied to any of your emails, do re-mail me๐Ÿ™‚ .

Furthermore, I’ll take this opportunity to publish my facebook id, as most of you have had a little problem locating that and have been sending multiple emails for the same. Here’s the link ->

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91 Responses to Blog – Update

  1. Ravi multani says:

    hello ace
    u have not replied me

  2. skdc14 says:

    Dear Ace
    Will you be updating information regarding your recommendation in facebook ?

  3. skdc14 says:

    Sir, I am interested in Companies dealing with solar energy but cannot find out one with growth potential . I feel solar energy have good future. Sir can you kindly suggest two companies so that I can narrow my search and concentrate my study.
    Or sir please let me know whether it is worth studying .

  4. ashok ojha says:

    sir, just 1hr.before i join on ur fb id. will u pl,comment on RMCL.

  5. Akshit says:

    thanks for accepting the request

  6. Keerthan says:

    Ace, would appreciate your opinion on AXISCADES and Avantel Ltd. Thanks in advance.

  7. jayprakash says:

    pls share ur views on gujarat pipavav

  8. Vivek says:

    Hi Ace,
    I did some research on Nitin Spinners and found following details from AR and other web resources. It looks like a turn-around story to me. Just thought of sharing this with you to know your opinion on this.
    1. It is reducing debts to improve profitability. Debts reduced more than 50% in last five years. Debt in Yr 2010 โ€“ Rs 308Cr, Yr 2011 โ€“ Rs 283Cr, Yr 2012 โ€“ Rs 223Cr, Yr 2013 โ€“ Rs 179Cr, Yr 2014 โ€“ Rs 144cr.
    2. Company has achieved Net Profit (PAT) of Rs. 34.78 Crores registering an increase of around 250% from Rs. 14.14 Crores in the previous year and Earning Per Share of Rs. 7.59 for current year against Rs. 3.08 in the previous year
    3. Company has paid first time dividend this year which shows confidence of management for future.
    4. Promoters have been increasing their holdings continuously in last 4 quarters. Rating agency CARE has upgraded the rating of the Company on the basis of financial performance for the F.Y. 2013-14.

    Growth Trigger:

    Company has undertaken major capacity expansion project involving capital expenditure of Rs. 286 Crores. The project is already under trial run and commercial production is planned to commence by end of the current financial year 2014-15. After completion of expansion programme the total installed capacity of spindles will increase from 77616 to 150096 and knitting capacity from 31 machines to 49 machines.

    Your opinion pls.

    God bless!

  9. Sameer Anand says:

    Cupid still not moving today even in a violently rising market. My bad luck continues.

  10. Raja says:

    Sir – Wanbury is down everyday. How much more pain do you think we have here? Why is the market not viewing the b/s clean up positively?

  11. Mayur says:

    At what levels we would be able to exit from Wanbury…anyways if it falls to 25 at all..would not take any exit that what i feel now…and looking at pending sell would go below 35…lets wait and watch…what u think ACE?

  12. making money faster doesnt mean trading…the view should be atleast a few years..if we know the relative out-performance to be really big then you switch…not trading….be clear whether you want to do trading or investing…

  13. vandana says:

    Hello Ace! How dies KILBURN ENGINEERING LTD sound?

  14. Rohit Gulati says:

    Hi! Ace,

    This is just a normal discussion want to have regarding long- term vs. short term.
    Basis of every investment is profit.If I can make substantial gains in couple of months then why not ,why to beat around the bush saying i’m a long term investor.I’m happy to be a Trader rather being a Investor.The color of the money is same.Its just a term after all.Every now and then you and other bloggers say that they are here for long term investment and not Traders.
    There’s limited life span and goals in life and one is in stock market to make fast money,other wise one can look at real estate. if one can double the money or get 50% return in 3-4 month s its good to exit and again enter such kind of stocks, atleast you book your profits and its a market after all…there are too many variables at play.

    • ofcourse, if you can double, triple your money in 2-3 months you can get out,
      nothing bad in that. then what do you do with that money? dont expect to invest
      in another stock and that also doubles/triples in few months. You know thats not
      possible, especially as the amount grows entering and exiting becomes very
      difficult.Also, not to mention 15% tax that you give on profits, so exiting
      after doubling is not really doubling because you have to deduct 15% from your
      profits. Also, there’s no gaurantee that your other investment will grow multi-fold. For small amounts, yes it might work, but then again for limited number
      of stocks. Also, if you get into a right stock at the right time, and that business is doing very well, you just dont have to do anything right? Just keep holding it, getting tax free dividends and if it compounds for a long time, you get 5-10-20.. baggers doing nothing..and tax free. with previous strategy you also have to worry about your entry and exit timings. Also, exiting once and then re-entering may or may not work because 1. the stock may not come down too much 2. when it comes down you either may not have courage left to enter (fearing more downside) or you may perceive some other opportunity to be better later on. What you say works well in theory but not in practice and especially not when big money is involved, especially tens of lakhs is involved. But overall, if a stock more than triples in a few months i personally tend to review my positions but only very few times i decide to book out (even partially).

  15. anita says:

    Hi ace sir today market was moving up but cybertech was moving down. Holding it from 67 levels. It complies major part of my portfolio. Its frustrating me. Can a stock correct this much because of one average quarter results or is there any major development happened that I might know. Can u please advice about what to do. Is it advisable to buy further

  16. cp says:

    sir ur view about pioneer embroideries

  17. indianbull10 says:

    Ace, hoping for an update in December – “V2 Retail – 4 times in 4 months”๐Ÿ™‚

  18. Nikhil Biswas says:

    Sir, please express ur views on Virat Crane Industries…

  19. Adarsa says:

    Can Arvind or Lovable lingere after the adidas deal become the next page industries or kitex garments is a good bet at this level

    • kitex is too expensive for my comfort. becoming page is not easy for arvind or lovable. arvind has too many businesses so it cannot command a valuation of page. lovable has to prove itself with adidas coz page has litreally killed lovable in this segment…

      • Adarsa says:

        After demerger of the Infrastructure busniess into Arvind Infrastructure Limited I think they will be concentrating into the e- busniess and retail garments scheme and with brands like tommy, hannes,ck, flying machine , arrow, us polo and moreover the gap deal it will report a 25 % to 30 % CAGR growth with young india this is my thought Sir can you tell ify thinking and conviction about this stock is right.

  20. Adarsa says:

    After demerger of the Infrastructure busniess into Arvind Infrastructure Limited I think they will be concentrating into the e- busniess and retail garments scheme and with brands like tommy, hannes,ck, flying machine , arrow, us polo and moreover the gap deal it will report a 25 % to 30 % CAGR growth with young india this is my thought Sir can you tell ify thinking and conviction about this stock is right.

  21. shyam says:

    Ace today badshah of dalal street Rakesh Jhunjhunwala bought Spicejet..what ur views on it whether nice to buy …..

  22. Ravi says:

    What do you think of KNR Constructions Ltd ? Promoters are selling their stake but some FII and DII buying has taken place in last 3 and 4 quarters. It is in Highway construction. Commands high OPM around 15%.

  23. Niranjan says:

    Hi Ace,

    Please note the below question is not me implying anything on the recos you made. Just asking to get an insight on your groundwork process. #learning.

    I know you talk to the mgmt to get an idea but How to do you make a call if the books are cooked or genuine?


    • the fact is noone can know. Remember satyman, One of the most covered stock. but nevertheless, see holding structure, where money could be sucked in..see if taxes are paid, reserves are being added as per earnings, dividends if not being paid then why not, how debts are being handled, sometimes going in depth like if manufacturing company is there, then if they are expanding, then is there any propotionate increase in assets, electricity consumed, fuel consumed etc…i could just go on and on but you get an idea right?

  24. Pranav says:

    Hi Ace, when are you going to make new recommendation ?

  25. Sameer Anand says:

    Hi ACE,

    What was the first stock you invested in ?

  26. Sameer Anand says:

    ACE why is there so much difference in Mcaps of Relaxo (29 Billion) & Liberty (4.2 Billion) even though Liberty brand has greater traction and recall than Relaxo among consumers ?

    Do you think Liberty over next 2 years could catch up considerably with Relaxo or even surpass it?

    • 5 yrs the gap should narrow down considerably or i hope it should suprass relaxo…but still a long call. basically liberty was earlier very lethargic about its brands and was also doing huge institutional orders because of lower brand sales,therefore, even the margins suffered, but with group companies consolidation it should change now.

  27. Arvind Kr. Pandey says:

    Dear Ace..first of all good morning and have a cheerful day ahead. Going through searching for stocks i came trough Sharon Bio Sciences & want to know your suggestion on the same. Just now from July to Sep FII & DII started investing on this stock hugely and it is trading since last 30 days moving average at Rs. 60.

    About Company :- Sharon Bio is backed by most sofisticated three R & D centres,four plants with presence in API(Bulk Drugs),Generic(Formulations),Oncology & Toxicology with wide range of products. One of their Plants already approved by UKMHRA & KFDA.Audit & Inspections are advanced stage for other plants by USFDA & UKMHRA authority.Their Ultra Modern R&D(SAFORD) facility based on Animal is first of its kind in india & approved by international bodies.

    As per Indianivesh :- Future growth will be driven by Formulations. The growth in formulation will come from approval from USFDA and the profit margins will increase. Currently the companyโ€˜s revenue mix is 67:33 in terms of API: Formulation. Over last 5 years from 2009 to 2013 June ending the company has doubled its net sales with top line growing at a CAGR of 26.4%. Company has a good return on equity (ROE) track record: 3 Years ROE 26.17%. Only concern is high debt approx. Rs 643.89 crores.

    Can we compare this stock with market leaders and is it safe to invest in stocks such as Sharon Bio. Awaited with your views.

    Thanks & Regards,
    Arvind Kr, Pandey

  28. shyam says:

    Dear Ace Please share your views on PALRED TECHNOLOGY where board meeting on 1st dec to reduce Capital. What it its meaning in term of company performance/promoters integrity for investors and what it its effect on Share price. CAN its right time to buy this. Please advice

  29. Shekhar says:

    Sir, Your views on NMDC and tata coffee please?

  30. Keerthan says:

    Ace, would appreciate your views on Sika Interplant systems ltd. Thank you in advance.

  31. Piyush says:

    Hey Ace,

    Is Cupid a buy a current CMP

  32. Keerthan says:

    Ace,could you let us know your views on Atlanta Ltd and Mahindra Lifespace Development Ltd? Thanks in advance.

  33. mesh says:

    i asked on your simmond marshal recommended day about Salzer Elelctric @165/-
    today @215……just check
    still i am asking any news

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