Congratulations to all the investors of Vidhi for doubling their investments in six months. It looks that the re-rating process has started for Vidhi as Market recognizes the steadiness of both, the business and the stock.
God Bless !!!
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hoping it hits 3 time mark faster than time taken to double….but anyways thanks for such great picks like these and help us get rich…thanks a ton
man… doubling and six months and we are still not happy 🙂 ..
Lets wish the company innovates and grows more and more … 🙂
yes…that’s the right kind of expectation
Prima Plastic sold the ACP Division on Jan end but it does appear in March 2015 result…….Please sir clarify this point
read the results again…also i had replied to this query sometime last month..i think it was to you only… the division was sold at discount to book value…remember that
Can we invest in vidhi at CMP?
that depends on your own research and conviction.
Ace sir, you said you think re rating has started, that means in your opinion its just start for vidhi and still a long way to go considering high potential and market leader, that implies it is a compelling buy at current prices. Probably that is what rajni asking.
ok
Hi, ur view on Aksh Optifibre?
no change from my previous views
Sir your views on chamanlal setia exports pls
as mentioned earlier, its a decent company but as a habit i am not too keen on these kind of businesses.
Dear Ace..Thanks for finding the Real Gem “Vidhi Dyesstuff ” at right time..Really added color to my portfolio…and I am sure the same is the case in some of your readers..Hats off to you.
Thanks.
Thanks for the kind words. God Bless !!!
HI Ace,
Good to heard…for Real gem…making Triple soon….
hi ace wat do u think abt ARVIND REMIDES PLS COMMENT
sorry, not interested in it.
Dear Ace, what are your views on Sterlite Tech at cmp?
no view
sir thank you for ur help on vidhi…i remember once i ask u about this share when it came down from my buying price… u said u should not b worried and keep on hold….still im holding …once again i need ur help wat should i do now..
do what you think is right for your portfolio
Dear sir,
I want to buy gulshan poly at CMP looking good fundamentally PE 10 and debt to equity at 0.36 sir ur views
no change from my previous views
Take a bow sir. Everytime I read your post and research. I come out with conclusion that this not going to move up. Even 10%. And everytime I am being proved wrong. This shows how naive one could be. Again, everytime.. Your picks are slient movers.. I am re reading all your posts and learning the rationale behind your picks.. I am sure I will come out with many new things which I might have overlooked earlier.. Thanks a lot..
Disc : Do not hold a single stock from this blog. Thus I welcome people to call me foolish. 🙂
Dear Ace,
Vidhi was recommended on 15 Jun 2014 (Open price: 19.37, Low price: 17.72, High price: 19.37, Last price: 19.37). Not yet doubled.
No offense. Just for Info. Thanks
Kindly reread as 15 Dec 2014
by the way it was very interesting to see, that you took all the effort to prove a pointless point.
no you are wrong. it was recommended on 8th dec in NTG 2 at 14.75/14.9rs (look at the prices that day), and then the name was revealed on 15 dec. So no offense taken.
Yes. agreed.
anyways, np. God Bless
Hi Ace ji, your opinion on VLS finance please? Thanks in advance.!!
Hi Please remove my query on VLS finance. I happen to see your views on this posted earlier.
Thanks appreciate it
Thanks for the pic bro. Feeling happy. Holding it from last 6 months but bought it at 19. Ace at this market cap can we add it. And at what market cap do you think it will become expensive
expensive and cheap is very relative term… some stocks are expensive at 7 PE also and some are cheap at 70 PE also. depends on earnings growth which for vidhi we see in abundance.
so Ace do you think we can add Simmond marshal at current consolidated PE of 22 which looks but steep. Please throw some light. can u pls elaborate a bit on the above reply. As it will help me clear my doubt while buying stocks at high PE with great set of numbers and future growth. I think these are basically what we call growth stocks right.
if growth is coming then trailing PEs which are high come down because of strong EPS growth and thus becomes reasonably priced in future. but some companies which has tremendous growth visibility always stay expensive because market knows of impending growth and subsequent EPS moderation and therefore, are always valued high.
Ace, good going. I got convinced of Guj Themis and brought 40% of my target and waited for it to go below 30. But that has not happened. Seems like Vidhi, this script too is on its way to ‘double’!!!.
ok
Sir,Thank you very much for Vidhi,
Waterbase picking up now. Thanks for Waterbase too. 🙂
🙂
I know.. u dont discuss trading here.. but just wanted to thank u for ur trading call on rajoo yest… target hit! 🙂
ok
Dear Ace, any views on 3i infotech?
not interested in it as of now
Sorry for interrupting the conversation, I have received one recommendation on Pennar Industries Ltd. What do you suggest
i suggest you to talk to the person giving you recommendation. no point posting here.
Ace, Is Ambika Cotton Mills still available cheap?
what do you think?
I have it from 800 lvls… want to add more… but just thinking if there will be any correction…..I am totally convinced though.. it will reach much higher lvls soon… never mind abt my qtn…
there are some stocks one should not worry too much after an extent…
Sir… as u had mentioned associated stone industries has closed above 82… 🙂
yes, and now the trading range moves higher.
sir i had large chunk of bgr energy
at 198 levels bought almost 11 months back. now the news in mkts are coming for 4 to 5 bagger from current levels. asking your advice tht in real it can happen ?
cant say that sir…sorry
I am slowly been buying your recommendations that are still to attract limelight where I have conviction. Slowly all your recos are heating up. Vidhi, Waterbase, V2 retail, Mangalam and so many others. I hope to repeat the same success with Tirupati Sarjan. I am convinced that it is an absolutely safe price to accumulate. Only fear is that it may not remain there for long.
Thanks for making us all better investors.
ok
UV Boards – Punters now punting over this for being taken over by the same promoters who bought Uniply….UV Boards and Uniply has a strong history together. Quite possible that punters would slowly shift from Uniply to UV boards or even pump both. Sometimes its extremely profitable to punt in these stories, sometimes its a total washout but its always educational neverthelss. No recommendation but just putting my thoughts across. I was expecting this game to start a couple of months back, but these guys have their own schedule. Punting in these stocks needs a massive risk apetite. But as i said, just keep a watch. There’s a lot to be learned from these games and once you get a mastery over it, one can actually make a lot of money. Another version of this game was Nutraplus Products (Remember?) But for now, education only for novices.
Hi ace, But your followers were not able to make money just because you strictly wrote in bold letters not to buy Nutraplus products. If people would have invested in it they would have tripled their money by now and probably at a faster rate than Vidhi dyes which has doubled taking more time. Just a thought. No blame on you Ace 🙂
And since that post the share price has not fallen. It has been in my watch list since the time of your post. From 50 to 180 level due to Punter’s involvement?? Tough to digest man.
that’s what punters can do… anyways, you dont have to digest….cook your own food, probably that way digestion could be better.
Hahahha. That was really good answer ace
Whether one can buy UV boards though punters are playing..
its not a recommendation..one should use his/her own common sense to take this decision. this decision is also driven by the risk appetite. In any punter stock you make money when you manage to sell before punters exit and are not too greedy.
sir
can i average aimco pesticide at cmp
your money, your conviction, your wish sir. why ask me? Its still above recommended price.
poor mansoon will affect its earnings
poor monsoon can affect not only this but every seed company.. but where is poor monsoon so far?
http://www.accuweather.com/en/weather-news/monsoon-to-weaken-drought-to-h/49575826
that’s fine… at the start of the month they were saying its going to be a dry month…let the things pass and then decide. in any case this is the known risk in Seeds based companies and normally a smart investor would not have a trading out look for such companies
Hi, ur view on Tera software and Subex?
not interested in both
Yes, Vidhi has proven your mettle.
how is career point at cmp of 160
no change from my previous view
googled on blog.couldnt find it.is ok not much scope
for a long term, it looks ok
Check brooks lab , fundamentals look good, Seems like a multibagger , what are your views?
not interested as mentioned earlier.
Sir, your opinion on Essel Propack?
at that market cap, not too keen on this name, though not a bad company.
Thanks. That was fast. 🙂
Hi ACE ji how 21st century looks now. Earlier you had not that much of confidence built up on this.
same as earlier… actually i am not too keen on it …
Also please give your insights on the below if any in your radar.
zodiac clothing
xpro india
windsor machines
vimal oils
usha martin limited
no change from my earlier opinion on any of these names. pls google blog
Ace What is your view on Tera software… Thanks..
tera is ok…but if someone is evalating tera, then cybetech is way superior bet, with much better earnings potential and even better yield. cybertech is safer too..
sir your view on nath biogenes
decent..
Hi,
Are your tracking Rajesh Exports, since last month it was 230 & CMP 378~.
Any thoughts?
rajesh exports gave a massive breakout at around 175-190 and now its giving the much expected upmove..yes it could go higher but one should enter at some consolidation and should have patience.
Sir.. honestly speaking.. it is pleasantly surprising how one can see future.. associated stone has sky rocketed..thank u (once again).. u rock dude.. hope ur dreams come true! 🙂
God’s Grace.
Hi ACE, I came across some coparision between Usha vs Singer on net and found that ppl are more inclined towards Usha..In your views – which one is still better bet?
Few points:
1). Usha is clearly the dominant player with around 40% of the market share selling 90k- 1 lac machines per month. Singer sells 30-35 K machines per month with 12-15% market share.
2). Usha has a more consolidated vendor base with 6-7 vendors whereas Singer has 7 to 10. Given Singer’s history, a manufacturer doesn’t want to put all their eggs in one basket with Singer. However, with Usha the vendors units supply exclusively to Usha with vendors supplying 1000- 1500 per unit per day. Therefore Usha’s procurement cost is lower.
3. Given that the Singer factory in Jammu is only 72000 machines per annum, the ecomomies of scale doesn’t exist. Moreover most of the OEM supplies will be from Ludhiana. The whole argument that the factory will improve margins doesn’t seem to be true. If anything is will destroy margins. Some units in Ludhiana supplying to Singer and Usha are working at 4.5 lacs per annum capacity.
That leads to a question – how will the margins improve for Singer?
yes, usha became a dominant player thanks to singer’s problem in the early part of last decade. also, its a myth that cost of production would be lower because usha outsources something and singer doesnt… by the way data of vendors looks wrong for both the companies. also usha is not listed right?
Yes, Agree that Usha is not listed and advantage goes to Singer..I need to double check on data of vendors..any idea how to evaluate such figures and facts about these companies? I’m still learning…
also i would suggest to re-read the stock story of singer…the story here is not just sewing machines only
Ace bro is axiscades buy for you
there are big investors in it so i think that does not need any special skills to evaluate the decision. there are also numerous research reports available, so i would advise you to read that and decide for yourself sir.
any news on singer up 40 percent in last few days.can aro granite still be held.i mean is there any more downside left in it.
aro granite related stuff i had already declared in the associated stock story and as far as singer is concerned it was always a wonderful stock
Me too invested in aro granite at 70. What do you mean by aro granite related stuff ace? Will there be any turn around from this level? Shall I book loss and invest in other stock? You no longer following it?
i was under impression that people read my posts. Please read the Associated stone’s stock story. I think its very clearly mentioned there and that too in “bold”.
Dear Ace bro,really highly appreciated ur efforts.Can u please share ur views abt vimta labs and ahmednagar forgings…Thanks
both are decent… one could even look at bharat forge because it gives you a lot of other things as well
ahmednagar forging has huge debt thats y it is beaten down
Hi ACE…I’m trying to identify some good picks on my own…could you please check the below and let know anything appealing…Thanks in advance..!!!
sangam india
ttk healthcare
thangamayil jwellery
saint-gobain
shalimar paints
seshasayee paper&boards
shilpa medicare
sunrise asian limited
sundaram finance
shriram city union finance
pls also tell the rationale of each
this is brillant and i know i won’t earn any brownie points ( also its your blog so your choice) but i think people must first tell their rationale before asking opinions so that inputs can b given on assumptions and fundamental and the purpose of learning can be taken ahead
Vidhi Dyestuffs Manufacturing Ltd has informed BSE that the Company has filed an application with the National Stock Exchange (NSE) on July 02, 2015, for the Listing of all its Existing Equity shares having face value of Rs. 1/- on the NSE platform.
this is encouraging
Ace sir,
Please share your views on Gokaldas Exports (Well-known garment exporter of past years)…
Will the management be able to turn-around the company ??
not interested in it.
Ace i didnt get a proper response from the management of guj themis regarding the lupin…they just said wat we already know that is lupin deal is extended…when i asked whether its a bigger deal and other details there was no response..wat do you think now? should we wait and watch the results of Q1 or exit…
what do you mean there was no response? i didnt get it. was it an email communication or telephone?
email
so that means the reply is still awaited on that right?
ya its awaited… but no response from 3 days…do they need that much time?
yes, probably more than that.
so its wait and watch for now?
now that depends on you isnt it… in any case, study the impact of worst case scenario.
and btw thanx for vidhi…sitting on good profits…people who were doubting you before are now slowly starting to gain faith in you…thanx for cupid also…sitting on good profits on there as well
i hope people who doubt stay away. i am not here to please anyone as this is not my bread and butter. i just want to help people succeeded in making money via stock markets.
yes right…thanks anyways
Ace another thing i wanted to ask you…in your report you mentioned that they were exploring the possibilities of offshoring by yuhan corp…were they pretty confident of this?
they were very hopeful about it.
@Roshan,
Please let us know when you get the response. Thanks in advance.
Dear Ace,
Your views on Phoenix Lamps after Suprajit Engineering bought stake in it..
i think now its more of a suprajit engg only so no point evaluating phoenix alone… nevertheless, its a decent business
Hello Ace ji——hope u r doing well—–with close to 700 cr. capex already done and with management very much confident of achieving 60-70% topline growth in FY20152016, looks like next 2-3 years will be fantastic for Ramkrishna Forgings shareholders——-do u agree ? if not , could u pls specify some negatives/warnings regarding this company(may be I am not aware of those and will help me complete analysis)——Thanks in advance!!!!!!!
i think these forging companies are well research, so kindly pick up a few reports and decide.
Thanks Ace ji——any view on KSE please?
its a decent company
Thanks….
Dear Ace bro,Can u please review skm egg products..its in downtrend from last so many days after result.Business model is still good but in this rally stock price not increase.Bse listing is delayed and they are exporting to rusia.Ur input please…Thanks !!!
no change from my earlier opinion.
between capital first and gruh which one better.i know both good and different business model but if one pick only which one is better
we are trying to compare two very different businesses. gruh is more established obviously but its market cap is also huge.
Hi ACE,
How Ruchi soya is looking to you. I was surprised to see such a turn over QoQ and YoY basis (28000+ cr) but trading at so much cheap valuation. Its Nutrela product attracts many consumers which myself witnessed in D-mart today. I’m not aware of any management or debt issues. Please comment.
sorry, not tracking now
Ok ACE no problem. Thanks for the reply. BTW tentatively when we can expect your next recco.?
working on something interesting…lets see if it indeed comes out to be what it is.. if everything goes according to the plan, i should be able to put across something soon
Oh lovely…! Thanks!!!
Recently found this wonderful blog. But most recommended stocks have already appreciated. Which recommended stock is a buy at current level?
the stock that move up can always move a lot more. also there are still a couple of stocks available at near or lower than recommended prices.
Hi ACE…Do you track Pudumjee Pulp and Paper mills.?..Sales growing 20% YoY, profit growing more than 40%…Reserves doubled in 10 years.
no change from my previous view
Sorry ACE, i tried googling but somehow unable to find your view on this. If you can give one liner comment also would suffice.
ACE please comment on Pudumjee pulp and paper. I could not find your previous view on this in the blog even after google.
sorry not interested in it
what’s your view on Jaysyn sir?
decent
sir i know you do not like companies with high mcap.but can force motors go the eicher motor way with their product traveller van getting traction like enfield
as mentioned earlier, force motors is decent
Ace, Guj Themis flew on Friday. Thanks to you, many of us are in profit. Looking forward to your new recommendation.
Ace sir,
lot of hype is being created for RIL’s reliance-Jeo launch. They have also got MSO license
for TV signals. What in your opinion will be the impact of their business plan on existing DTH operators, businesses ?
content will always be the king…the delivery technology will always change and that’s why these DTH etc could suffer in the long term if they do not evolve.
Thanks a lot for Vidhi :-)… waiting to say the same for Prima (though currently thankful but would be very happy + thankful to see a rerating) 🙂
Also, sir your views on Next Mediaworks, Izmo, Avt natural & Schneider Electric Infrastructure.
all discussed earlier. pls google the blog
Dear Ace,
Thanks a lot for this wonderful pick, i didnt sell a single share from the day it was posted on your blog, added on evry dips ,
Thanks a lot ,
great..
Hi Ace, any views on “ree Rayalaseema Hi-Strength Hypo” – Aquafit ,Brand of Sree Rayalaseema Hi- Strength Hypo Ltd,a high grade Calcium Hypochlorite has very wide application in swimming pools and drinking water treatments.
sorry not interested in it as of now
This is a pure commodity play.. I have been holding this for more that 8 months now and finally got relieved today.. Learnt a new lesson on how to play in cyclical business..
Hi ACE….Any updated views on Archies Limited now…
nothing …
V2 made a 52 week high today ace
right…great
actually IMHO its a very strong breakout today
Sir.. what a day for you and us.. All the recommendations went flying today..! all this when there was uncertainty in the external markets.. kudos..! hope all these experiences make everyone on this blog knowledgeable enough to make money in share market
and sir, especially for V2retail.. u had mentioned that the close above 50 would make it bullish, right..
so this is going to continue then for some more days?
you know as investors people should be happy that we have our downside protected.
yes of course
Hi Ace,
Garware wall Ropes made 52 week high today … Trading at 247.20 now… Thanks for the amazing recommendation…..
great… the story here is just unfolding and it should now challenge its all time highs now… re-rating is going on it seems. In any case, its a wonderful business.
Hello Ace!
Please show some light on Wanbury!
its already a recommended stock on this blog. Search the blog pls
yes Sir! i am holding huge volume so just wanted to know your view again, should we hold it for long term view
depends on what you think .. afterall its your money and you must have researched it before investing.
Hi Ace,
This is regarding liberty shoes..
is restructuring as per the scheduled plans or any delay..
as per management interview long back..they suppose to finish the deal by end of july..right.?
as the contact closed by march end of 2015.
do you have any info. about restructuring plans
its normally a good practice to monitor the exchanges for various announcements that the company in which one has invested makes. It would keep you updated.
Hey Ace, congrats on V2 hitting 50 🙂 still invested 🙂
my worry with you is a totally different one isnt it 🙂 …anyways… good going by v2 today
yes!! 🙂 but am still living with that worry! hope ur well Ace..
oh man….
Sunny Porinju Veliyath picked up a chunk on 23rd june.. am sure his father Porinju Veliyath might have had a say in this pick.. BCCL stake at 39.something.. even though its equity dilution, but this will result in business expansion, so thats ok.. v2kart launch in near future and hopefully same store margins improvement this year – all these factors have made me stay with ” the worry” 🙂
🙂 sure buddy… your money
yup.. made a killing today… u know what i mean 🙂
sure.
Hi Ace,
Your stock picking skills are just amazing. Do you mind sharing your qualification with all of us like CA, CFA or MBA finance ?
Do you believe in Moat investing?
I was looking at a holding company called Bombay Burmah which has Britania shares more than its market cap. Wanted to know do these kind of story play out?
Similarly VLS Finance has relaxo shares worth 6x of its market cap.
no i dont like holding companies at all.
Do you believe in investing in companies with intellectual property rights?
I would like to know your views on Granules india & if possible your best pic in pharma space for a 2-3 year horizon 🙂
ofcouse, investing in such companies is always great… granules is decent… also i dont see stocks, as a top down thing so dont really go around hunting a specific sector. but generally speaking there are a couple of small caps already mentioned in this blog.
Dear Ace,
How would Greece poll result would impact indian market from 2mrrow.
Thanks
dont you think its a little too late to ask this question now 🙂
Still need your opinion Ace
i think its Ir-relavant now since today the impact of news on the market have already played out
I still wonder whether it would continue throughout this week. Hope it would continue.
ok
Hi ACE, I thought I would accumulate Cybertech around 26-28 levels…I think probably I missed the bus :-(….But nevertheless it can be bought till one feels the valuations are still cheap.. correct?
No Reply?..Ignored as its a meaningless question?….
because i dont think that’s a question for me. that’s something you have to answer isnt it.. i dont do portfolio management. if you have to ask me about your investment then you yourself are not convinced that means and if that’s the case there’s no point to invest with borrowed conviction
Sure, ok…
I am following your blog from couple of days but thr is too much to read and follow.
Could you just help with couple of picks I can still get in? Ofcourse I will do my own research before investing as you prefer but if you can narrow down my options, I will really appreciate.
Yhanka
tell me which companies you like and we can work from there…
Actually I was expecting you to provide me some multibaggars..
its all there on the blog.. so many ideas..pick the one you are most comfortable with. do not invest blindly by anyone else’ advice..
I appreciate ur help but most of ur suggested picks have already doubled. So which ones u think r still attractive and can give more returns. I will be really thankful if u can give me 2 or 3 picks u like d most.
anything… prima, vidhi, dhp, cybertech,mangalam, ambika,garware wall v2 waterbase cupid etc etc…you can pick anyone… i dont like to give free lunches… as someone once said earlier … this blog just gives a few refined ideas and so the big job of removing chaff is done … also who said that stocks which have doubled cannot double further…
Thanks
Ur view on PFRL? mutual funds bought about 8.5% stake in open market
no change from my previous view
Hi, ur view on PFRL? mutual fund bought 8.5% stake in open market
ok
ur view is positive or negative on PFRL?
i am not negative on PFRL … time frame has to be good here..that’s all..
Ace prima engine started finally…great picks man! read this blog n bought vidhi prima n wb when they were reeling! developed decent conviction n bought aggressively..there is still a gud amt of juice left..thanks n god bless u brother..going to hav stop losses..just want to safeguard my profits..
thats great buddy…. good choices..
Thank u 🙂
forgot to add ambika to the list..this one i bought at 830 n averaged again at 985..i have great conviction in the promoter and its business..very less debt and the best company in producing quality cotton yarn..great clientele too..
what i appreciate is “you” having conviction. Thats the best thing…God Bless
Ace, if u r tracking symphony, can u pl tell us if it has come in the ‘value’ zone?
symphony is a wonderful business… but at 6.5k cr market cap at 52 PE its a brilliant business to “hold” …
Please guide on longterm prospects of Galaxy Entertainment in view of nature of its business and promoters i.e. Biyani.
no change from my previous view on it….pls google the blog
ACE I got V2 in my booty today. Thanks 🙂
great..
Dear sir waiting for your new research note…Will it be out by this week?
not sure…busy with my own work …
Dear Ace,
What’s your view on snowman logistics and l&t finance
Regards,
Senthil
snowman though good is pricey for me… l&t finance, is decent too
Dear ACEji,
looks like china is taking unexpected lead in fall ahead of Greece .
Do you think its going to impact Indian markets severely .
Till now whenever Prima and V2 cross 60 and 40-45 respectively they go back to 50s and 30s . Not sure if this fall will give them another reason to go back 😦
Thanks & Regards,
Prashant
Greece we know has not affected india that we have seen… china may have some effect but that extent could be checked. lets see.. in the long run this volatility is good for indian markets though
Seeing what is happening to chinese markets I feel it will good for our market if we don’t go above 8500 (nifty) for a few more months and acquire more attractive valuations as a result.
There are many good picks already available on the blog at a decent price to enter. Why people are after new ones…?.. just a random thought….
one should not be worried with what others do
I agree with you…
Was just a random thought.. and was not pointing to anyone….!
HI, ur view on Orchid chemicals?
no change from previous view but the efforts are there it seems
Dear Ace sir, I have lLLoyed Elect , makes 52 week high . can I hold it your view pls.thanks
lloyd is ok… for the long term IMHO
a lot of stocks have not declared their ex-date for dividend. any clues??
clues on what?
when will the ex-date be declared?
all of them should declare it by the time of their AGMs
8th-Jul-2015 16:27Source: NSE
V2 Retail Limited
V2 Retail Limited has informed the Exchange that the Board of Directors of the company in their meeting held on July 08, 2015, take the followin decision:-To allot 01 (One) Convertible Warrant of the value of Rs. 325,000,000 (Thirty Two Crores fifty Lacs only) to M/s Bennett Coleman And Company Limited (Warrant holder) which is neither Promoter nor part of Promoter Group.
Is this good News for V2 Retail ??
yes. by the way this news is well known right…. i think it was announced a couple of months back and now they are just allocating it formally in a board meeting. are you surprised ?
Not surprised at all sir … I just wanted to understand your views on this … And he is investing in bonds which would mature after a defined period like 5 – 10 years. … So compnay would have good cash to expand … Is my understanding correct sir ???
pls search the blog, have replied to similar comment before
View on AGC network, is it good to hold
sorry, dont track is very closely
Ace, Greece in suspended animation, China market capitalisation falls by a third. Trading at NYSE halted. Europe market in red. Can our market remain unaffected? I think lots of opportunity for investor will be thrown up in the coming days. We would be very happy if you can share your views – Wait and watch or keep investing?
how does broad indices change the fortunes of small caps ?
Ace, pls share your views on Trigyn Tech. Thanks
pls search the blog. had given my view a couple of days back
Dear Ace,
What’s your view on Mega Soft ?
not confident as of now
Are there any guidelines on when to book profits or is it purely an individual decision? How many stocks should an investor who is willing to take risk ideally hold in his portfolio?
there are no real guidelines for these…its basic common sense to be honest. also, i beleive in concentrated portfolio so i dont like to have beyond a handful of stocks in my “investment” portfolio.
Hi Ace,
Now, V2 has finally “allotted” 1 convertible warrant of 32.5 crore to BCCL 2 days back.
Does this mean that diluted EPS line item as shown in results will fall further?
Or, it will fall once BCCL pays 32.5 cr to V2 and exercises the warrant?
Kindly shed some light on how these two line items will change – basic and diluted EPS.Very confused.
Thanks
i think we have discussed this too many times on the blog. kindly google the blog.
Sir, Have been tracking you and your blogs silently. I got two share from your recco which i believe best from your all the recco ( i believe that) and holding them from your reccco price but not with high volume and as the price increases with strong volume and positive development, my conviction gets more stronger. With this strong conviction i am adding it slowly in small quantity. What is my concern sir that if i am holding 5 share and have strong conviction supported with news in two shares then how i should be invested ( portfolio % wise) in all of them? Please suggest. I want to have at least 10000 of each conviction share or can be added more with the time? Please tell me.
the real test of conviction is when the prices goes down ….not when it goes up….
That too have been tested, i did not panicked when market was going down and my share went 40% down from my purchase point. Just one thing i missed that i did not buy at time too.
then you are on the right track sir. great…
ace can u throw some light on shaily engineering plastic.seem like a good story
yes, its a decent company IMHO
Hi ACE…Just added Cybertech…!!!! Thanks 🙂
ok
Sorry and thank u
prima blasted off today ace..
ok
prima up 20% today…. congratulation
Yes,
Prima, Cybertech, sahyadri joined party ….
Thanks ACEji.
Regards,
Prashant
Ace, Big investors have also jumped into Cybertech as seen in the latest shareholding filing. It will jump quickly from here irrespective of this quarter results.
the stock has massive potential on back of its superior results
Dear sir how is microsec financials?
no change from previous view
Sir,,
What is ur view on Subex.
Is it a turn around story! Plz throw some light.
we have discussed enough about subex in last couple of days ….
Ace sir, hats off to u for identifying Sahyadri months ago !!
A renowned investor bought 50K shares yesterday (BSE Bulk deal info !) That explains the spike in last 2 days. Let us hope Q1 result will add fuel to fire ! Keep on good work sir. God bless !!
ok
Sir like you rightly suggested that conviction is tested when stock goes down.mine is being tested in tirupati sarjan.stock down 12 percent.their website is not updated.how can we know their current orderbook status.nothing available on bse site also.can you give an update on this stock like you had given on some of your stocks when they went down.is it still accumulate from your side at cmp of 12.70.(its below your recommended price)
communicate with the company and attend the AGM too
hi ace, when is your new recommendation is coming, pls share ur view on granules, sintex, sudarshan chem and om metals at cmp
granules as mentioned earlier is decent if you want to go with large caps, but one could also look at pharma names listed on this blog if your risk appetite is high…. i would prefer prima over sintex though not strictly comparable. sudarshan and om metals i am not interested.
thanks ace
Respected Acetraderinvestor sir,
Please check your mail at your leisure.
Dear ace
Your views on Archies and zenith fibre..
zenith is decent …no change from previous views on archies.
Hi ACE…Do you track Kailash Auto Fin a small co. traded in GROUP “A”on BSE with promoter holding mere 0.1%…
sorry dont track
whats your view on Dhunseri Tea & Industries
not too keen on it
sir, your view about Bambino agro. whether a good buy or not?
its a decent company…one should also look at tasty bite
Ace, another food co, ADF Foods, with a mkt cap of 160 cr is available at 12 pe and lower than book value price. Your view if u r tracking.
again…its a decent company ….
how is amarjothi spin
no view as of now
Hello sir,
with warm regards,
What is your view on Pondy oxide?
The equity is just 5.5 Crs now from earlier 11 Cr
The capacity has expanded and next few years results will be good.
Trading at just 60 Cr market cap vs expected sells of 500-600 Cr in FY 16
Thanks and regards,
Harshad
not interested in it…though technically looks good
Dear Ace, Please check your mail at your convenience. Thanks
i have.
Want to know your view on Welspon Corp and Welspun Enterprises. Holding it since long n its demerge entity.
sorry dont track it very closely now
Sir when we will get your new recommendation
if everything goes well, i should be able to put up stock story by tomorrow evening
Hi ACE, just for curiosity…are you expecting any sort of event or announcement in that stock before you make it public… By the way has it come out to what it should be or it would be known only tomorrow.
no sir, i hope i am able to finish the stock story writeup that’s all. People who are oldies on this blog would know that I am a lazy writer and more importantly stock markets are my passion…a hobby… and these things take a back seat to your bread and butter…isnt it… that’s why… i dont “care” about any events or results that are normally declared as a part of routine because if these kind of events can hamper the fundamentals of a stock then that stock by default is not worth looking at.
True words dear…Take your time, thanks….!!!!
Hey ACE, what’s your take on International Travel House and Hindustan Media Ventures?
which one looks more promising bet in terms of valuations and growth….Understood both are not related..different sectors…but asking in general…Thanks
i think both decent and average names. though until and unless there is someone already invested, i believe there are better stories available in the market.
Hi Sir,
Any specific reason for Freshtop Fruits which has fallen from 180 levels to mid 70 levels ?
Can we re- enter this stock @ cmp ?
Regards,
Manoj
Any views on a well known realty player Ansal Prop. and Ansal Housing… They both are trading at stupendously low valuations… I know real estate market is struggling from many years now.. but your views on these two stocks for investment with a horizon of two years… ?
sorry .. i am not interested in pure real estate plays.
Hi ACE, if tracking do you have any say on Paramount Cosmetics…one of leading manufactures of cosmetics since many decades with popular brands like Shilpa,Instinct,sunspot etc…
management is lethargic so far… though i like it but management is really lethargic…and that’s sad and therefore, its a very high risk stock
Also on Dharamsi morarji chemical company please..
no change from my previous opinon..pls dont post links
yeah ok…sorry for that….will refrain posting links
Morning Ace –
Anytime in future you are stuck with organizing data / content / anything else and are able to outsource it without compromising the purpose, i am willing to chip-in some help to lighten ur burden. Would be glad if am able to indirectly support the cause which benefits retail investors.
So please feel free to give a buzz.
sir what is your view on Era Infra.
pls google the blog
Ace bro what’s your views on salzer electronic. Bye the way enjoyed watching bahuballi last weekend nice movie
no change from my previous view
Vidhi is showing its true colour
Kudos to you ace sir to have found it at much lower levels!!! God bless all
it is supposed to be a good stock 🙂
ACe ji, Happy to see Vidhi touching new higshs…
Also seeking your sincere views on Vindhya Telelinks…
not interested in it
OK. Are you still positive on Acrysil since your last commented it as ‘Descent’
no change from my previous view
new high in prima ace
yes 🙂
thank u 🙂
Ace, I invested in prima plastic just in the nick of time to see it soaring to new levels. Again a heart felt thanks to youv!
Great… its always gratifying to see such positive experiences for investors. This blog came into existence to help newbies and dejected investors (people who have consistently lost money in markets) to make money in the markets -consistently. If it serves its purpose, its great. Thanks.
Hi ACE,
Today Vidhi 20% up. Good move.
yes, saw that…really great 🙂
Dear Ace,
Could not find your view on Era Infra in the blog. Could you please let us know your view?
pls google the blog
Plz Share your view on City Union Bank for Long Term. Thank You !
decent…