Background: It’s a gem that is largest listed company in its business and its products are used in variety of “recession-proof” sectors. There are not many peers of the company but incidentally although being the largest, its has the smallest market cap (imp: the stock is not ignored, rather “missed” by investors)
The Gem: What if I tell you there’s a company (a small cap), that’s the “largest” listed company in its space and second largest company in the world overall. What if I tell you that its been growing at a very brisk pace in last 5 yrs and its net profits have been growing at more than double the pace of its topline (inspite of brisk pace of topline itself). What if I tell you that its operating margins are only improving in last five years (FY 10 onwards). What if I tell you that it’s a hefty dividend paying company and still its dividend payout is also increasing every year. By the way, one reason behind its better OPM is also its pricing power. It manufactures all the range of products that its sector regulator has legalized unlike its smaller listed peer which manufactures miniscule number of product range. Incidentally, its smaller listed player is mistakenly taken to be the biggest and only player in the sector (among many reasons this is one of the reasons this gem was probably ignored) and this is where our opportunity lies in grabbing this gem. The promoters have a high stake in the company with no pledge.
Valuations: What if I tell you that this fast growing, high dividend paying company is available at single digit PE (last four quarters trailing) and its market cap is significantly discounted to sales. The company is generating very good cash flows. The company is trading at a market cap which is lower than its smaller rival also listed on the same exchange.
Technicals: The stock some time back broke out after multi-year consolidation and is now trading near its all time highs. Technically its rock solid as the breakout has happened on massive volumes.
Note: A stock with strong rising sales, improving operating margins, very good dividend payout and available at cheap valuations with a chance of strong PE re-rating is the right recipe for potential blockbuster multi-bagger and should be strongly considered as a core bet. Furthermore, I wont be replying to any emails regarding the answer and would disclose the name on Monday during the trading hours and i request noone to post probable answers on the blog.
aceinvestortrader 
Monday during trading hrs? You mean on 15th?
yes 15th
Hey mate, Do we have a new hint?
of what sir?
Of this puzzle itself?
I guess i have got the right stock… More clues on Friday will be awesome strategy for your blog too… wht say?
Dear ace at what time on monday will you reveal the stock’s name?
during market hours
What’s going on ACE? i don’t see the call here
Name will be revealed on Monday 15th Dec?
yes
Name will be released tomorrow.Am I right?
no, on next monday 15th
Am sure it is a sadiest attitude, as CATS playing with RATS – If you want to help us, you should reveal it today itself. Else Adding Salmans words again….Whatever…. Do it man.. GOD Bless!!
then what’s the point of excercise…because one night is too less.
also if you think its saddest attitude then kindly refrain from buying.
ACE, guess atleast some information can be confirmed… is that debt is half of the reserves…and does it has double digit contingent liabilities… ROE in single digit… if so most probably almost found as all other points are getting matched..
no further information please. if you have got the company you will realize that these details are im-material.
Ok ACE, Understand, So no confirmations / clarifications should not be asked in blog / mail.. The answer should be checked on monday… Am I correct… Till then Let me try whether I could find…
yes you are right prabhu. best of luck with your hunt…God Bless
Thanks ACE.. but it is a tough one..
So far could not guess the sector …
Have to wait for 15th …
God bless
Is Market Cap less than 300Cr?
its a small cap so yes
Sir, please disclose the name earlier because otherwise if will lead to speculative trades.
one should avoid speculation…
How u like capital first
its good.
Are all figures standalone or consolidated?
standalone.
The promoters have a high stake, means above 50%
yes, atleast that much is required to say that its high
Sir pl tell about aimco pesticides still at 70 with low volumes pl suggest keep or exit
the answer to that question depends on whether you are convinced about aimco or not…
when i asked about aimco earlier, u said wait for consolidation when it was around 79 and if convinced then go for it…but i see its not coming down below 70 so i just started accumulating at current levels…as i convinced 🙂 hope you are still positive on it
yes i am positive
Aimco having the strength of double from here up to one year I can wait tell u r opinion.
if you can wait and you find the business good, why should you think of selling. The company doing well so far.
Is the gem (company) have activity in another sector other than its core sector?
no
Is Operating profit margin, sales and net profit grown in every year or they are higher compared to FY10 ? Please clarify.
sales and operating profits have grown every year….
Sir,Please consider to reveal the name early as waiting for one week to know the name would increase the price due to speculation.Many of the followers of this blog are traders even though you are here for investors.Please consider my request.
Ace sir said on monday so wait for monday trading hours. Cheers Rohan
I think hints are just not good enough to crack it. pls provide some number e.g. sales, profit that will make the readers bit more interested, for now its too vague.
i have given sales and profits though not as absolute numbers…
what do you mean when u say larget listed company in it segment ? is it market cap or something else ?
largest is in terms of turnover + range of products… market cap is lower than its smaller rival as i have metioned.
i guess there are only two sectors which are recession proof. i.e. healthcare and education. other than these two all sectors are directly or indirectly affected by recession. is that right?
i also consider bood and beverage and most of FMCG to be recession – proof too
Sir Is this stock Ecoplast.
if it is wrong, pls let me know. I feel ecoplast is better than its peer styalam ind.
already replied on the stand of answering this
I think its not ecoplast. so many conditions are not satisfied.
Hi Ace – Article which appeared in Business Standard – Plastics processing industry to reach Rs 1.37 lakh cr by FY18. Industry to post 50% growth due to higher penetration of plastics in various sectors. This is the opportunity size for prima. Sharing for your readers awareness. Not adding external link.
saw that….but thats as a whole and not just the products prima manufactures. what we can take away from this article is that the industry has a good future. also lets not forget ACP business plus export market that prima has
Sure i agree.
so we all should be excited 🙂 God Bless
This have this ID-“aceinvestor007”?
what has this id? sorry did not understand it.
ok thanks, for confirmation…I saw it on another thread…
NIce pick sir.
Is it really the world’s second largest listed company in the world overall ??
not second largest company overall, and largest that is listed (by size + range of products , not by market cap) … I hope i am able to clear the confusion if any. God Bless
not clear sir.
It is the largest in india (by size + range of products , not by market cap) that is clear.
but is it the second largest in the world ((by size + range of products , not by market cap) )?
ok, forget being listed or not…
as per size it is second largest in the world,
now for market cap (which is independent of size)
market cap is less than its smaller listed peer…
now the largest company in the world is “not listed” therefore, i am saying this gem is the largest (by size) listed company.
Prima ne Mara chaka ace ke critics reh gaye haka baka. Look ace prima rocking. And I think its just starting and picture abhi baki hey mere dost.
I hope all the investors are happy, good stocks are discovered sooner than later by markets
great going by prima! can the same be said about V2? “good stocks are discovered sooner than later by markets”
Yeah Sangram,
it was open secret Prima was going to blast and was yelling Buy when it was between 41 to 49. Hope most of the boarders got their share and enjoying ride .
Many of us do not talk when stocks are multiplying so quickly, giving huge returns and great results .
We only look at short term downside and keep asking unnecessary questions .
Best regards,
Prashant
if u give some more info then that will make game little more interesting… now its a puzzle and difficult to get through… just a suggestion.
like what kind of info you might need
when you say it is a high dividend paying, what is its dividend yield. Can we assume a div yield greater than 2%
cannot answer such obvious questions
Hi Ace,
You mentioned that market cap to sales is less. Is market cap to sales around 0.2 or around what range. Please confirm
cannot confirm such pointed hints
sir brisk growth means 20% or more?
yes
In terms of revenue you mean. So profit growth is higher over last 3 yrs?
not sure what you mean here
is 20% indicative of its growth in top line or bottom line
pls dont work on exact numbers as it could be misleading
Any chance you could let us know the dividend yield of this stock.
sorry buddy , that would be a sure-shot hint. i can tell you if you research well you will “easily” get it
Is this gem a debt free company?
hint as enough hints on this
is this company having a website ?
nowadays every company has
i mean a working website
for confirmation sake i wanted to visit the website.
Plz, let me know ur view on SharonBio, Gulf oil, Allcargo, Thanks in advance !
sharon decent but not very confident as of now, gulf oil is good, allcargo also decent
after 4 hrs of research, still i am unable to find out the sector to which that company belong to… very difficult to find out with out figures( numbers)..but i’ll try as much as i can.. will mail you the answer
Bought Sharon @ 77 Should i accumulate [average] around 50 or else invest the same amount in some other good scrip like Cupid Cybertech Aimco ! your opnion helps thanks !
you can think of buying prima,aimco, or the one that would be broken on monday. you can also consider simmonds if you like auto sector
Y not cupid Ace?
wait till we hear about the order details..
Hi Ace,
“trading at a market cap which is lower than its smaller rival also listed on the same exchange” – Does this mean that this company is listed only on one stock exchange.
Thanks,
Aditya.
look at the language to understand the answer
Sir, i have found a company matching all parameters except 1 i.e. trading near life time high…i am not sure if this is correct clue or you want to revisit it?
as far as my knowledge and my broking system tells me its a lifetime high..
sir. I found a company meeting all the parameters. only the product range between it and its nearest competitor is not clear. Can you throw some light on the product range how to confirm.very limited info on the web.
google, talk to company or read AR etc etc
I may gain or loose from investing. But i am enjoying solving this puzzle. Thanks for this kind of recommendation.
thats the spirit though i will pray that you gain .. God bless
Pruthvi,
Kindly remove the thought of may gain or loose…Have a conviction that ‘I am here for making profit’. This will wonderful magic. Thanks!
Regards
Ayy
Sir wats ur Email Id
aceinvestortrader@yahoo.in
Ace, Has anybody guessed it correctly so far? Need not reveal the name but trying to see if ppl are able to guess it or not. I am still trying my best.
cant say all that
Thanks. Got the name and bought truck load..:-)
not sure if you bought the right one or not, but dont be in a hurry to offload. ride this one…we have a huge winner on our hands…
Agree with you. I am fully convinced that i bought the right stock..i cant believe how it missed..I am sure its a definite multi-bagger. thanks for finding it.
Ace
What is your opinion on Ashapura Minechem? Please share you views
average stock, and what i am skeptical in this industry is the licenses issue. god knows which commodity is next
yes and bought too 😉
Hi ACE,
Has the company ever tried to launch its own brand?
own brand in what terms?
I mean does it manufacture an intermediary or has it ever launched its finished product under own brand.
not the end product that you and me use directly
sir,
By the time you declare (15 th dec) the name of this gem , the stock may move 25% up. if some one gets it right.
Still do you feel 25 % up from cmp it will remain a value buy. Then surely it is a gem of stock.
will put more efforts to find it out
Sir if this particular company rallies 25% by Monday would it still be a “BUY” ?
if somebody is not comfortable then he/she should not buy right?
I am asking your opinion, Whether you will still give buy at 25% up side or cancel the idea!
the buy is already given? what do you mean by cancelling it ?
Buy is already given? Where is the stock’s name?
if its not a buy then why do you think the hints are given. name would be revealed on monday.
“I tell you that its operating margins are only improving in last five years (FY 10 onwards)”
Does this mean that company in generating Operating margin % of company is increasing every year from FY 10 onwards. As in for example 12% OPM in fy 2011 , 14% opm in fy 2012 and so on..
OPM improving is improving…i mean if in 2010 its x then in 2011 it should be atleast X+ and so on…right?
As in OPM is in percent or operating profit figure?
by defaults margins are in terms of %
Sir…is it narmada gelatine
hi ACE, i also found it as narmada gelatin after thorough analysis.. but this may or may not be correct unless you reveals the answer..i will wait until monday.. thanks for the puzzle.
Generally Ace respond very fast…he doesn’t respond to these posts means, you got the right answer… if we see UC tomorrow for this stock, then you are right. Cheers.
as mentioned earlier i will not be replying to so called answers.
whatte a great Through Analysis
Comapny having Negative Growth and Div less than 2 %
Sir can i buy v2 at CMP. Pls advice.
yes
ACE, with my hunt, I believe I entered with the correct stock which covered all your points, curious to see on monday…
Hi ACE,
I cant believe that such company exists in this roaring bull market!!
What do u think is the reason for its under-valuation?
low market cap keeps researchers at bay and even if they find it people normally do not dig higher.
Just like the hint said, Investors looked at the smaller listed player and thought it to be the only listed player in the sector. At least I did.
Dear Ace
Do you expect more downside in the market? Or it will stabilize hereon and march forward..
normally not concerned aboutmarkets, but itspossible that markets go down tomorrow but 8250 is a good support..
Hi Ace,
What are your views on Parabolic Drugs? It touched 18 during last quarter and now it is trading at 9.
already replied multiple times on this
oh, I am sorry but I could not find anything on it when I typed this on search toolbar. My bad! 😦
“no. …huge debt and low promoter holding.”
Found what you said! Well Google search is anyday better! Amen!
I am embarassed to admit that I have had no luck so far in finding the company even though it looks from a duopoly like industry. Eg Amara Raja & Exide.
you dont have to feel embarassed… this is a fun learning excercise buddy… its not an exam. if you feeling exhaused, come and try on monday, research further and if it still excites you then think about it…dont feel burdened. its time to take a break 🙂
You are the same person criticizes VP when he put GTS in his blog and express your dislike towards this idea few weeks back. !
i never critised others. if you see what i dislike is giving exact hints .. what i do is give hints based on business. also this is something that the readers asked. Also, if you do not like coming to this blog is not a compulsion for u.
I thinks market is about to enter in correction mode….or has already entered…pls share your views
lets see too early to say…not worried about markets..
Ace,
What is your view on Vimta Labs, it seems to be hitting lows (of 70 today). Is it good for 4-5 years holding, please advice
not confident as of now
“Multibase” hitting daily UC even today market was in correction mode.
Sir pls suggest can enter at cmp or wait for correction?
not comfortable at these levels
Ace whats your view on Hexaware Technologies
just replied yesterday i guess
6 hours of research, Atlast I got it! Thanks Ace, Researching the stock is fun, learnt many things! Thanks again!
great..i am glad you enjoyed..
please tell us too.. god bless you..
thats not allowed
Jathin
Congrats!! It shows you have got good understanding in shares. Can you please give us some idea how did you do the research, so that we can also learn something.
I am asking from learning perspective than knowing the name 🙂
Thanks
Anuj
Hi Anuj,
You can research in screener.in, with the given financial info, you can sort it out to some companies!
Thanks
Sir how is sutlej ??? Its good or decent ??
sutlej is average, would probably prefer ambika
Sir people are saying sutlej is the futute gem its true…
what’s your views on The Cheviot Company? High cash reserves…high dividend yield..no pledge..no debt..etc.
already replied numerous times
but where to search from 400 comments ur search do n’t supports…..plz provide links if possible
you can use google to search
today also got freez or all time high
more clues
There is a contradiction …. you saying its missed by investors, at the same time saying its trading at its highs… both cant be possible
if it was not missed by investors the market cap would be much higher. you look at price and i look at value and the difference between them is potential
Hi Ace,
I think it’s due to its above average debt level that the market cap of this company is low compared to its peer whose debt is below average( digestable by most of the investors)
the company has very low debt look at ARs and quarterly results and not screeners alone 🙂
Hi Ace
Is the Company’s debt lower than last years debt?
Amit
yes
Looking at the balance sheet shown in money control for the stock in puzzle it looks like debt has been increasing yoy from fy10. Unless I got the wrong stock. But all other criteria matches perfectly. Are you sure debt has been decreasing? Thanks
🙂 yes i am sure the debt has decreased since last year…
So the debt has been decreasing yoy every year since fy10? Sorry but I really need to confirm this. Thanks
i didnt touch debt i guess in the hints just take it this way that in last couple of yrs the debt has decreased.
Yes it was not mentioned in the blog hence the question. Thanks for clarification. Got it 🙂
no worries. God Bless
is this company still trading at all time high (based on todays trade)?
please work on hints already given. cannot keep u pdating them
SIR
TODAY GONE ONCE AGAIN ALL TIME HIGH OR 52 W HIGH
Sir how is vidhi dyestuff…
Already replied
To whom sir…..under which post
small cap does not have mkt cap of 300 cr
sir can u please
below 100 cr or not
Hi ACE,
Has the company ever diluted equity?
no, i dont think so….
its dynemic product
U have choosen gem but its not ace gem. Its saral gem
maybe it was “saral” for you, but most of the people are finding it challenging.
is this gem giving Dividend since last 5 year or they started it from last few years only????
not last 5 yrs
This answer solves puzzle for me. But couldn’t buy it……
What’s your views on camphor allied. Any change in the views from previous stand
food & inns
Logic dictates that the stock that you are talking about is most probably from the chemical sector. The PE of chemical sector stocks can be very deceiving. Prices of some speciality chemicals (vinly sulfone etc)have crashed recently, so the stocks of the companies that manufacture such chemicals have also crashed. Therefore the trailing PE looks very attractice, but the forward PE is not.
Whether I buy Mindteck or Dynemic Product……?
both are in different sectors….
Ace, your views on Binny mills?
not confident of it as of now
Hi ace,
By saying ‘What if I tell you that its been growing at a very brisk pace in last 5 yrs and its net profits have been growing at more than double the pace of its topline’. Does it mean –
Example sales(2010)-100 sales(2014)-208 (assuming a CAGR of 20% for 4 years based on your reply for definition of brisk growth)
Net profit (2010)-1 net profit(2014)-4 (assuming a CAGE of 40%)
So based on the above can it be concluded that sales would have doubled(roughly) and net profit would have quadrapuled(roughly) from 2010 to 2014?
cannot confirm such quantitaive hitns
So what do you mean by ‘What if I tell you that its been growing at a very brisk pace in last 5 yrs and its net profits have been growing at more than double the pace of its topline’? Unable to understand.
if its topline is growing at 1% its bottomline is growing at more than 2% …double the pace of its topline… makes sense buddy?
Yeah It does now. The only difference was that I combnined another answer you already gave with this answer. Thanks.
And topline has grown by 20% on average right?
as i said, cannot confirm quantitative hints
Sir what’s ur view on BDH industries. Is it right time to enter 🙂
already replied on bdh
Dear Ace Good Morning .
Still could not come to a conclusion. Sir I am studying more than what I did during my Master degree.
It’s a gem that is largest listed company in its business….. Sir in terms of what ? Gross Block, Net Block or Total Assets. Will it be possible to through some light in that?
Have a nice Day..
Regards.
just go through the comments …had replied about it yesterday.
Since these two names are already out speaking on it, its between narmada gelatin and vidhi, Vidhi is on UC, theres no way you can get it as its already on UC, Narmada too fits all of the clues you gave. Vidhi does not even have a functional website.
Cannot be narmada as it’s not a largest manufacturer in India and second largest manufacturer in world.
Its not vidhi debt is increasing and also check their debt equity ratio its not a compelling buy. Some oversmart ppl recommend this one and innocent ppl will lost their money in few days.
Dear Sir, surprisingly nobody is talking about the revival of your reco prima plastics.. congratulations sir.. thank u for helping me make money.. Sir, just one doubt.. as you are a maestro in technicals as well, what is your take at the current levels.. Do u see further upmove or shall I book profit and exit.. your advice would be highly appreciated.. 🙂
Endorse the question asked by Nikhil Biswas. Sorry it is against your nature to answer such question but please advice whether fresh buy is possible.
actually i had answered the question…not sure where the reply went …. strange.. anyways, yes i like the company and given a few quarters one could see very high levels… i dont give sell calls here, so if you are content then book out but IMHO this is just a start
Ace, whats your view about Panchsheel Organics? Thanks
decent as of now
Ace
It means you like this company
oh sorry…its good you asked… type… i mean “not” decent as of now
I hold Dynemic Products… What news in future….
news ?
Ace,
how do you interpret any Company declassifying any promoter names to public category? is this a sign of any negative indicator?
it may or may not…its depends on the factors behind that declassification? but whenever it happens its very important to understand the reason behind that classification
Hi Ace…….your views on Unique Organics at cmp?
not confident as of now
sir your mentioned stock is trading below 100 or above that…………..
Dear ACE,
It seems some smart people already found the answer…Those who have not found it will not be able to find it even if you give further time. Then why to wait till Monday ?.. Anyway, the cat is out of the bag and stock hit UC ….. Now the only question is till what level one should chase it ?
regards
no need to chase anything. first understand the business, research it ..try to see the value and then plan your entry..
Ace, i think if you can post a guide or some tips (after announcing this gem off course) as to how one can find the answers from the hints you gave would be a good learning for newbies and would encourage good participation which i believe is the purpose of this exercise.
Dear Ace
how is cipla looking at current levels for some short-term trading?
short-term…dont know
Sorry forgot to ask, any view on skm egg?
nothing as of now, but positive on declines
hi Ace..your views on Veritas India ltd and srs??
veritas not interested as of now, and srs already replied
I like your thinking.
I like this way of recommendation.
It will make the investor confident before investing in a particular company.
Investor will research about the company before investing which will scale up the conviction.
Real long term investor will make a good entry point.
And the recommendation provider will not be targeted/questioned for any loss (if any) .
Investor has not borrowed the idea he has researched it .
Hope your further recommendations will also be in the same manner.
Thank you
Sir, seems Wanburys price is stabilising now @30. Good to make smallaccumalations?
around 28 there’s support probably thats why… wait for some more stabalization if you are so convinced about wanbury…
Hi!Ace,
Hows Reliance Power and NHPC in view. of Govt emphasis of debottlenecking the sector of fuel linkages and land issues and other Policy initiatives
absolutely not interested in these two
ok thnx.
Hi Ace,
Can you confirm if the company is having a working website, according to me the company is not having a proper website ? Pls confirm.
Hi ACE,
What’s with Poddar Developers. Has moved from 190 to above 1100 levels – literally non stop.
Is it a buy ? Is there some exciting story here?
Regards.
poddar developers and ashiana are among very few real estate developers with good clean blance sheets and managements both probably thats why
Hi Ace,
Do you track ..Pressman Advt
already replied multiple times on this one..
I just found it under “Cupid Ltd” update. You have said “under research”
and there were multiple other replies i remember…
your view on Mastek? after demerger news it went from 230 to 337 and again back to 255 odd levels?
would like to know your view on Sonata software also.
dont like both as of now…we will see after demerger
Ace your view now after acquisition news which came out today 🙂
sorry not analyzed the news as yet…
Ace sir,
Aj to dil khush kr diya prima ne.hoping it to cross 100 soon and your new pick which you have not even disclosed is already hitting uc’s and just see the pending buy orders of 3.5 lacs.i think the cat is already out of bag.today placed order of 10 k shares but could not get a single one but still i think it is a good bet even at 30
Ace i missed out on Skm Eggs & Aimco Pesticides both aready turned super mutibagger….. And i noticed that they are standing rock solid in this market correction also… Which is Boosting more confidence. so can this be bought @ current Leves?
probably yes..aimco is very good, skm at declinesis good too.
Thanks a Ton Ace For Your Lightnig Fast Reply!! And three Cheers for You for the recent show of PRIMA…. Which had given a good answer to lots of your critics who were doubting your integrity altogether when it was falling!!
well, its saddens me but really cant blame them too…this bull market has spoiled everybody. till last year 25% returns in a year qualified as stellar and now some stocks give that in a week and unfortunately everything thinks that now this is the norm. I hope people understand that it doesnt work this way 🙂 … God Bless
How is V2 Retail at current levels?
good
it can not be Vidhi dyes as its debt is increasing YoY.
Dear Ace,
Good to see Prima going up 11+ % …Congrats all Ace followers who invested in PRIMA…I bought Prima 40 % @Rs.52 , 60 %@Rs.49 … see very few people commenting on this compared to the comments came when it was going down …Anyways you made me rich 🙂 logically…..I am happy to stay with it for at-least 1.5 Years irrespective of price movement if there is no change in their business strategy :).
Regards,
Chandrashekara
when it consolidates just dont get nervous and remember to ride your profits… Great work on holding the stock during turbulent times and because of this its You and only you who’s responsible for your swelling bank balance. Great. God Bless.
Sir, what do you mean by “ride your profits”?
dont panic or get too greedy and take out your profits too soon…but its something that you yourself has to decide and noone else can do it for you
cybertech up around 5%…looks like time for cybertech to shine has come
lets hope so…around 44 its forming a strong base and also the stock is very cheap
Ace can you confirm if the pe currently is in single digit or double digit?
already replied on such question today morning
everything is so scattered, could u reply here again.
cannot give such quantitative hints
Ace sir I found the share.But wait for your golden words.
Hi Ace…how do you rate Cairn India at cmp?
dont like it
ace, how about mahindra lifespace developers ?
Good
Ace – You must have created enormous amount of wealth (all recos put together) for ordinary lives. You have touched their lives. Deepest gratitude to you from me and on everyone’s behalf.
I dont know about that but i hope their lives and confidence in the markets both have improved and it keeps on improving along with their bank balance. Once again, the credit goes to investors for “holding” stocks during turbulence, because that is when unfortunately most give up and loose out on opportunities. Thanks for your kind words though. God Bless
🙂 god bless all
Dear Ace,
You brought smiles on our faces w.r.t Prima. Can you please through some light on Cybertech as well. Holding it ever since you have recommended.
sure…. tell me what you want to know that is not already convered in comments.
Do you advice us to hold it/ average it or sell. I know you wont give sell calls. But sometimes the conviction shakes if a stock goes beyond 40% -ve
my conviction doest shake just in one quarter, thats what i have learned the hard way that jumping too early to conclutions hurts… you are asking me…. what do you think of the business ?
Dear Ace,
Hope you are doing great!
I need you help in choosing the good stocks among the below list, Could you please put your insights on these stocks Commex Technologies, Blazon Marbles, Anukaran Commercial, Luminaire Technologies/Strauss Industries, Shri Lakshmi Cotsyn, Pipavav Defence, Kyra Landscapes, GMR Infra, Dhunseri Petrochem, VKS Projects, Prima Agro Products… Please don’t mind as the list is long to answer but desperately need your help..
Million Thanks in advance.
Regards,
Mohammed
sorry, not even reading the entire list as the first 3-4 names suggest this list to be of a whole lot of questionable stocks.
Ace…thanks for recommending prima i had entered at 58.. and it fell to 45 levels…now it looks like it is going to rise substantially from here on…thanks 🙂
Hats off to you ace sir. I invested a major chunk in Prima after I myself got convinced that its a great company and now I am sitting on huge profit. Thanks a ton!!! God bless ace sir.
Ace ur views on manappuram and grauer and weil
mannapuram is decent..grauer already replied
Sir I want to ask one question which is not only in my mind but I hope everyone following u r thinking to ask the same. The question is at present level out of all ur recommended companies, which company/companies u suggest with strong conviction to buy tommorow. Pls sir answer one or two of ur best. Pls. Pls. Thanks in advance.
take your pick from the blog. why would i recommend any bad bets?
Sir by recommending some name it would not means others r bad bets. My simple question is that lookjng at current scenario which one is better for fresh buy. Pls don’t misunderstand me sir.
It can not be Vidhi Dyes as its debt is increasing
It is vidhi dyestuff asia lagest producer of food color dye.
But before jumping and catching the cat be sure you need it and more important why you need it.
Do your reaseach get convinced then only buy instead of 15 even if you buy at 25 after 100 % conviction it is good otherwise just ignore.
God bless and happy investing
i said speculation here.
Hi Ace, Could you please confirm if I can enter Sharp India at current level (63) or will it consolidate more? Thanks in advance.
at declines
Sir i think its HBL POWER.
Ace, I think you have done a great job here by giving a chance to people who work hard, show passion, gain conviction and buys before jumping on to recommendations. This will help passionate investors invest early and gain more benefit. Keep this up please.
I think quite a few people has got the stock and its evident in its price | volume movement…wont say anything more…Thanks again.
I think i have figured out the gem, though, what i was unable to verify was the second largest tag in the world. They don’t have any such info on their website. or any other sources online.
Ace. what do you think of Praj industries as of now..if ok,should we buy on these prices?
Also can we enter orient beverages now?
not confident on praj at these valuations. but at declines it can be seen
Hi Ace,
Just wanted to check with you about Flex Foods. I know your earlier opinion on this. What is it that you dont like about it or about the group? looks like a good stock with consistent growth and regular dividend paying. I know we cant compare it one to one with freshtrop, but to me it looks like where freshtrop was about 3-4 months ago. your opinion pls.
Thanks
Vivek
cannot compaer flex with frestrop…. lot is different between the two…
Yes thats what i said as well, we cant compare flex with freshtrop. Apriciate your opinion on what is that you dont like about it in general or about the group. thanks
quite a few things and something in particular that i am trying to dig… although to be honest i have not be diligent enough on this matter and have not rejected the group, because other than flex there are quite a few interesting things that they have, but till i am sure about the group i cannot proceed.
Thanks for prompt reply as usual. God bless!
is it hitech plastic sirji
Which one do your prefer for long term compounding b/w Amara Raja and Motherson Sumi? Can you see growth potential in Eicher Motors for next 3-5 years and if so, is it worthwhile to invest fresh even at CMP? How is Force Motors? I am holding Force from 650 level
amaraja looks better. also eicher i think at present prices is a little too high for my comfort, although the growth could be there for next 3-5 yrs, but at around 40000 cr market cap dont expect it to go 5 times in next in a jiffy the stock could give steady returns for sure though. also, foce motors is deent but one should also look at SML
Sir i have observed many times you have said look at SML instead of Force or Eicher or similar motors company. Sir if you dont mind can you please provide some small details regarding your view on SML. Please consider its as request. Sir also like to know your view on Escorts Limited and Super Crop Safe Limited. thanks in advnace
Sir fall in CUPID is worsting day by day… How much more downfall do you see?
dont know about price action. also as i have been suggesting since few days back dont take fresh position till we hear about next order.
ACE, I could not understand the logic, when the business is so excited and you are super bullish…when you say SKM EGG can be considered at declines, why not Cupid after heavy fall… why do you suggest not to take fresh entry… myself ( i think most) keep accumulating considering the price down in a view of business model…. . Infact it was thought it would had been replied as a right time to take entry due to heavy price fall. .. could you little elaborate why not to take fresh entry.
as metioned along with the comment lets wait for new order to be announced …nothing negative so far, but i want to see the order that the management said they are very hopeful about.
FOR Usher Agro Ltd…….need your views sir
already replied multiple times on the blog
Sir what is the best way to reach out to a company for questions regarding their financials. I needed some clarification on the V2 Retail’s latest quarterly results and sent couple of emails to the email address mentioned in the investor relations section of their website. No response yet, its been few weeks now.
if they dont reply then go and talk to them in their registered office…ofcourse after calling them
how is vardhman acrylics ?
not confident as of now
not able to buy it
9lakhs pending
Sir your views on Godavari Drugs. Thanks
already replied
Sir, plz share your views on Prima Agro Products….
have already replied on the blog. please search
me searched for comments on Godavari drugs but didn’t find any thing plzzzz need your views sir
Ace Sir, Nifty has Important Support of 8300
as per my understanding around 8250
Ace, look at Simmonds 10% up…silent performer…both Prima and simmonds at same levels and hope both goes up hand in hand together 🙂
simmonds is an awesome stock…sooner than later people will repent not having enough of it when it was available at mouth watering levels
Dear Ace .
Thanks for Prima and Simmonds. I have enough in my portfolio and started enjoying the ride.
I feel Amico and Cupid are also good and planning to enter at cmp.
As for Name this Gem 2, I could not guess yet. I surrendered and waiting for your answer on Monday. Please let us know the timing. Will it be before market hour or in between.
Regards..
during market hour
then you are smart…not many people thought of simmonds..not sure why…its a very good company
Sir any call on Sunil Agro Foods?
View on sunil agro please sir
just replied
nothing as of now
What do you feel about its business, have you studied the company or you dont track?
if i was not tracking it i would say so
K sirji thanks for your view
Simmonds rocks today… Prima as well . Thanks ACE
Wanbury UC 🙂
Ace Sir, In Wanbury finally no seller
as said earlier 26-28 is strong support…
Good work 🙂 did you ask why have they not announced it to exchanges ?
What are your views on vardhman acrylics??consistently growing company with a pe of 5 only
in the morning only i replied
Sir, you said not confident??can you please elaborate the points of not having confidence in it
i dont find the business attractive. just valuations is not good enough
so he said that the size of the existing orders are of small, the range 3 – 6 cr. he felt there is no point in announcing this.
made a mistake of not asking too much regarding this.
without any sugar coating, what i could understand is the contract with WHO is in place, and small/big orders will keep flowing in from time to time. so no point in disclosing it every time
Chirag is it for wanbury or cupid?
cupid
so what u think ace….now, can fresh entry be made in cupid?
not yet…till they announce it because this they already told me last time… i had advised him to announce it so that there’s clarity but still they didnt..
But ace..do you think mr. Garg would lie about the order?
i hope not, but he should break the orders to the exchanges. its nothing bad in breaking the order to exchanges when the shareholders are requesting him and he is also agreeing with the reasoning behind it.
Any view on dishman pharma?
good at declines…
It almost tested 200 dma today and bounced back, can we now see up move as it has corrected well!
Ace sir,
What are your views on vardhman acrylics???
Hi ACE,
Does the company operate in a highly regulated sector?
well its regulated…like pharma, banking etc… not sure what is heavy and what is not 🙂 .. actually not sure if we can call it regulated even…you’ll probably have an idea when i announce the name
Whats your view on essel pro pack?
not very enthused by it
Sir i have observed many times you have said look at SML instead of Force or Eicher or similar motors company. Sir if you dont mind can you please provide some small details regarding your view on SML. Please consider its as request. Sir also like to know your view on Escorts Limited and Super Crop Safe Limited. thanks in advnace.
i have already expressed my views on sml.that should be a good starting point for investors…
where sir i am not able to find in this post or blog sir.
the views are positive. now thats a good starting point for serious investors to investigate it
Hi ace,
keen to know your view on ybrant digital.
already replied multiple times on the blog
Ok sir will search, thanks for replying
What are your views on vardhman acrylics??consistently growing company with a pe of 5 only
Hi ace. What is your view on VIDHI DYESTUFF ??
already replied so many times in the blog
Is it the Gem 2 quiz answer? VIDHI ?
you tell me sir
interesting..:-)
btw, Do you like JVL agro?
already replied on the blog
boss, how do you search it using google. couldnt figure it out.
“term to search” site:
Tussi chha gaye..Thank you sirji.
What’s your views on camphor allied.
already replied
You said it’s not good in previous comments . I wanted to know any change in the views
how is plastiblends,rubfila international and premco global.if to choose one which is best.
well, if you have to choose them maybe premco, but i would say there are better bets
Premco from 50 to 218 in 5 months, be cautious.
Sir, what are your views on Kwality
decent
hello Sir,
Wanted to understand your opinion whether recent drop in crude and other related commodity prices tend to benefit shoes manufacturers esp. Liberty? Regards
not directly
Sir.. what is ur take on kabra extrusion?
nothing great.
Ace ur views on uflex and hanung toys??
both not interested at this point
What’s your take on Swiss Glasscoat Equipment?
decent
good morning dear dear dear ace
I was damn damn sure for prima that it vl go up…I m planning to exit today bcoz it has risen from 45 to 74 in one direction and in very short period…expecting some consolidation and then enter again….what’s your view…
take your own call. no sell calls given here
Dear Ace Good Morning.
Can I make fresh entry in Cupid Now. Also interested in Aimco and Warnbury. Need your suggestion … or wait for some time more..
Have a good day.
Regards.
are you convinced about the stories youself?
Yes Sir I am convinced about their products and fundamentals but worried about the entry level.. Need your suggestion here.
Thanks
please understand that entry level cannot be timed. how can i know the stock price would go down or not. so take your own decision. aimco and wanbury at declines and lets see with cupid its at important support levels so one could think but do it only if you are ok because other than cupid and aimco have doubled from recommended price.. wanbury has strong support around 28 and its encouraging to see it not even go there.
Respected Aceji,
Please share your views on NCC (Nagarjuna Construction Company).
decent at declines
Sir what is your opinion on Hindustan Tin Works & Prime Property?
hindustan tin average, prime property not interested as of now
i already gave you brother….i know this company from a long long time. from the time it was startup
anything on godavari drugs?
Forgot to add, what do you think of Gujarat Foils? Are you tracking the counter?
The business looks promising and growth has been good
kindly consolidate the queries and post.. will help
ACE if one is interested in food color sector, he should go for Vidhi or Dynemic or both?
what does your research tell you ?
Sir, Multibase india is having a dream run? What’s your view for entry at current level’s?
not comfortable now
Hi Ace….what are your views on prakash constrowell?
nothing great as of now
Ace Sir, Nifty below 8250-Your views
about what?
is there any further correction
maybe..lets see if it breaks 8150
we see come correction monday also as IIP has contracted to about 4.2%….but inflation based on CPI is has decreased to 4.3% in month to month basis
liberty down to 236.i have been buying it since 315.now confidence is starting shaking.their half yearly top line is 242 cr .last year h2 was 250 cr. if they do 20 percent more then also it will struggle to do 550 cr topline this year.also merger not happening till mar 15.so how much more can it fall.mirza is going 52 week high.will it be better to start buying mirza instead of liberty now as it like catching a falling knife.
i am not worried. averaging does not mean buying after after 3-4% fall, please remember that. also, there’s no problem with liberty. like it much more than mirza. also, i dont know how much more it can fall, but hopefully, downside should not be more than 10-12%.
Hi ace,
What do you feel about investing in Waterbase at current price levels? Is it good at current price levels or decent on declines? I know it is up 3 times since your recommendation but the news flow in shrimp exports is quite positive to suggest it should have a great future. What is your expected FY15 eps for it?
at current levels with the price appreciation in mind, i think yes, even at current levels it makes sense. i hardly see downside from current levels…44-51 is rock solid support
Great. Thanks.
Whats your view on Govind Rubber?
dont like it.
sir,your view on basant agro tech, morepen
already replied many times on the blog
hiii Ace i have searched for GODAVARI DRUGS but u didn’t mentioned it earlier in any of your comment plzzzz need your view
it looks theyhave changed product mix but unable to get questions answered so not comfortable at this stage on it. need to get full confidence before even thinking aboutit.
Dear ACE,
Please suggest one to three stocks for SIP purpose .say for 3 to 5 years……Thanks in advance.
you can take a pick from the stocks recommended and if in doubt we can discuss
ace ur views on rapicut carbide?
hope it does justice to its potential
can it be bought at current levels?
not confident
Ace,
What’s your views on il & fs engineering
Thanks
positive
hello ace
sold my entire holding of prima today….got handsome profit in less than month….thanks very much…your name the gem2 is already in uc..good recommendation….I don’t think there vl b any difference of announcing the name in market hours or before market hours bcoz it vl b uc on Monday also…again thanks for prima…god bless you…
Hi Ace. Pls share your views on Basant Agrotech and Indiabulls power for entry now.
both i would refrain from
sir,pls give u r opinion on basant agro,morepen,prakash constrowell
already replied on all three
If it is going to be Vidhi Dyestuff, then I wont mind even if I could not buy.
But if it is some other stock then i would regret for not having guessed the right one!
The cats out no surprises now, but was an amazing learning experience, Thanks ace.
Your views on heritage good
decent long term bet.
It was very nice learning experience. I hope you continue the series of ntg. While searching for the ntg2 . I came across a company called Manaksia Ltd. A packaging company. On face of it company looks Good. But it is not paying out tax. Positives are high dividend yield and low pe. I need your expertise advice on it. Please give your views on heritage food also. Thanks in advance. And god bless you and your family
What A group stocks are you most convinced with at he moment?
A group stock…why bother 🙂
Im loving the futures trading. Just like SKS Micro, which other you like 🙂
Enjoyed sks going up and then shorting it 🙂
dont dabble in F&O, but for long term futures, yes SKS and ITC would be good, with a couple of months view.
hi Ace what is your view on Binny
at the moment not interested in it.
Sir you have suggested one can buy SKM Egg on declines. At what price can I enter? Your humble opinion please.
at maybe 10-15% declines… basically at a price which wont make you loose sleep even if it were to decline few %…
as per your suggestion i have been holding cybertech systems albeit at higher levels means around 58 . It is said that you are an operator who let pass the stock to the gullible and just shake his hands off the junk stocks .
Should cybertech emulate vakrangee as the enticing words you coined for entering into the stocks by us ?
my suggestion? you did not do your own research? and when you have already passed a judgement on me, why should i bother to answer you ? God Bless
Hello Sir: whats your view on bhageria dyechem? pE of 2…
dont likeit as of now
Dear sir,
Your views on mirza international???
average, i like liberty way more.
Hello sir.. I am new to ur blog.. can i enter prima plastics at cmp.. 67-68?
Hi Sir.. I am new to your blog.. That’s why missed the bus.. can i buy prima plastics at the cmp…
yes you can buy at declines to around 60-63…
Hi ACE,
Please advice whether Edelweiss can be considered for an investment period of 3-5 years?
Regards.
possibly at declines….
Ace sir,
What are your views on kesar terminals and infrastructure ltd??
already replied on the blog multiple times on this
Hi ace, what is your view on Taparia Tools?
not interested in it as of now
Hi ace you forget to reply me about manaksia Ltd.
actully i would give this company a pass.
Pass in the sense?
pass, means will look away at better opportunities.
Hello Ace, U r Great , Keep Up Good Work, I did nt manage to find that Stock, but it was Great Learning Experience , Gone through Reports of Some Company in Process and manage to Get Some Decent Stocks , Thanks a Lot , God Bless
Hi ACE, would you recommend entering Cairn India at CMP? Attractive div. yield.
dont think so, if at all you want to enter such a huge cap, its better to enter ITC
Hey is it Linc Pens ? Although the product description may not fit your definition exactly.
Cheers,
S
Hi ace, what is your view on GS Auto & Saurastra Cement?
both replied on the blog earlier
Dear ACEji,
do you see a serious correction to happen in Indian markets ?
IIp data , Greece issue, correction in US markets etc are negative .
Since US market will be in holiday mood as of now, do you expect some reaction in early jan ?
As of now sinking oil is big positive for Indian economy, but do you read some thing worrisome in short term ?
Hope in this bull run euphoria small fishes like us will not be swallowed in a crash, if any .
Thanks,
Prashant
not worried even with 25% correction.
Dear ACEji,
Jan 2015 is nearing and cant forget Jan 2008 .
If its 25% should not be a problem ….
Thanks,
prashant
Hi ACE your views on Rallis India please.
decent at declines. although for smaller portfolios one should also look at aimco.
I believe the company is Camphor allied or Grauer & Weil
whats ur view on logix microsystems
Which time can we expect your pick sir?
anytime today during trading hours
Dear Ace Good morning.
Then I have to take leave from office and wait for your pick.
Waiting for that and hope I could buy today itself.
Have a nice day.
Why take leave. Install trading app on your android phone
Dear Ace, Awaiting the name of the GEM.
When will the answer be declared?
soon…during the trading hours itself.
Sir, what is your view on Salzer Electronics?
have already replied so many times in last six months specially in last few days… please search the blog
Hi Ace..as i was chking on screener, debt to equity ratio is 1.3 and debt 3 years back was 37+ cr whereas current debt is 42+ cr…u mentioned its 2 cr!! Care to clarify pls?
it is already clarified. please see the correct data which means AR and latest balance sheet
where do i find the name of stock, as am reading ur blog for first time
it will be declared in the latter half of the week