Congratulations to all the investors of V2 Retail who have Quadrupled (4X) their money in less than a Year.
God Bless !!!
Yes you rock!!!…I think it crossed its 5 year high of 63.90 today….
Thanks for a great pick
Is this right time to buy this.?
what do you think?
The script is already at its maximum now. they do have expansion plans in place but not sure if this could be right time to enter.
what do you mean by maximum ?
Your views on JB Chemicals
Thanks Dear Ace for the wonderful Pick ..Congrats to all V2Retail share holders.
V2 launches its 17th store in Varanasi (Kasi)……!!!
I’m also holding from 16..and not sold a single share..Happy to feel the power of patience…do u still suggest Hold, Ace?
Thanks a lot!
as an oldie on this blog, i expect you to know the answer of the question
Got the answer..: 🙂 thanks again….jsut out of excited I posted it…
Buying dalmia bharat aimco pesti singer amtl duke brooks ur comments
my comments??? well, i hope you have a broker whose brokerage is less….
Thanks Dear Ace, for Gr8 Stock V2,
Please comment on Emmbi Inudstrues.
no change from my previous view
Ace prima getting exposure by renowned investors. Arun K Mukherjee’s team might meet them next week
thats good..though not sure i know this investor…
He’s identified numerous gems.
that’s fine, but never heard of him. also, no links pls.
🙂 God bless Ace
arun mukherjee is not a big investor he has also given superb flops.. so dont even compare him in league of investors .
Did i read arun mukherjee and investor in the same bracket? kindly see the fate of his most sureshotest of call which was concurrent infra and see how the funds have been siphoned away and arun does not even have a comment to offer on it.
What are your views on “Cambridge Technology Enterprises Limited(NSE:CTE”?
not too keen on it
Sahyadri 52 week highest closing price today, ready for run up I feel, do you agree?
why are you worried? its already moving up… why to monitor day to day price man…
No Ace, I’m not at all worried, i’m just expressing my excitement, thank you 🙂
ur view on Panoramic universal? consistent divident paying, EPS – 2.50, PE – 5:09, huge promotor quality of 74.40, is it still undervalued?
no change from previous view
Will you please guide me the easy way to find your previous view from thousands of your comments?
ofcourse…google the blog man
Please explain me in detail about GOOGLE THE BLOG.
Actually Ace, almost nobody understands ‘google the blog’. That is why this query is coming repeatedly. Googling is not getting the desired results. More clear instructions will be helpful. And place them permanently at the bottom or top of your page.
unfortunately have explained how to google the blog numerous times in comments itself…
Soon, It will hit 90….and go on
Congrats to all and thanks Ace for this fantabulous recommendation! 🙂 btw- sent you an email 🙂
Hi Ace how is SKM in long run considering future prospects.
as mentioned earlier, in a livestock business skm is decent but my number uno choice would be waterbase.
HI Ace. Have a question. Is it going to be mandatory as per the latest rules for companies to disclose Consolidated results in addition to Standalone results. I read this somewhere but do not recollect where
dont think so… logically does not make sense
how are u sir ,
another good pick,(KATWA)
prom.holding & capacity addition are the most interesting one….
hope that u remembered me ( technical alert given in cybertech )
posted with ur permission
23 Mar -wanbury
28 mar- cybertech
ofcourse i remember you buddy…
Thanks For Great Pick Sir..!!
Ace ji is uvboard worth buying at current levels u
i have already given my thoughts on it and that comment has enough ideas about how to approach the stock and especially by whom
Thanks ace once again although i got it late in mid 30s and doubled my holding when it fall again to 30 and never sold a single share but nevertheless to get more than 80% return in 9 months is quite quite good for me. so thanks ace sir for this wonderful pick. i don’t know how much i need to thank you again and again for your service, guidance and support to common investors like us.
this is why patient investors make money…. because they just ride by sitting idle. Great work aman. God Bless !!!
same story here for me . Prima, Vidhi,V2, Cupid, all are doing good for me , just because I was patient . I am applying same logic for Freshfruit also, not worrying because I know it will do well and rest all stocks making money for me .
Thanks to you for answering so many queries which build the confidence .
Your opinion on RSWM Ltd please.
sorry dont like it
Dolly Kahnna and Anil Goel (Ambika investor) entered into RSWM…would it be another Ambika in making sir??
let anyone enter any stock sir, that does not change my opinions because i have my own way to looking at stocks, therefore, dont like. Ambika is not made in a day…see last 15 yrs performance of ambika…. anyways, this is just my view and should not stop you or anyone from researching RSWM. For me… i am not interested.
🙂 I like the way you reply. you are more experienced than us and knows better how to evaluate companies. So point taken.
see, its not about experience…basically our decision should be based on data and that drives the conviction. probably they know something that i dont and since i dont know it its an unknown and i am not willing to bet on unknown. also lets not forget that RJ bought hawkins and sold it in double digits and bought bilcare in high triple digits and sold in double digits, so people who follow big buys blindly could get into real soup so trust your own conviction and research
Awesome explanation..again liked it…learned too.
if it helps, then great.. God Bless
Sir.. unable to buy Katwa Udyog / Keshav Cements… Wake up everyday to find it locked in upper circuit!
I hope by the time I get, the price does not shoot up exhorbitantly because of the traders..
how do you know its traders and not investors…. anyways, no need to chase anything.
sure sir.. i may not have made much money yet in share market, but it certainly has added a lot to my personality.. has taught patience and maturity.. when i read my old posts in the blog itself, i realize my immaturity at certain questions.. thanks to you too for guiding us..
Same here Bro!!
see, one day circuit would open, then you can try. the undervaluation and growth is still huge, so 10-15 bucks here and there should not matter much on the longer horizon.
finally market started appreciating cybertech
dear ace i have 1500 aimco pesticide @68 purchased 6 months back. After touching 37 it is now 52 .Your valued guidance will help me a lot in deciding future course of action ,
pls. reply for which i shall be highly obliged
future course of action on what sir?
sir your valued guidance on holding it further .Is it safe share or should i get out at loss.
what’s your take? and also substantiate your take with some reasoning.
Sir when i purchased aimco i looked at 2 factors 1) debt free balance sheet and 2) experience that promoters must have learn t from previous loss which they have cleaned.
other then this i dont have any knowledge about the share, ,its model of business .
My take when i purchased was positive but the fall in share price from 68 to 38 some doubts arose in mind which an intelligent mind like you can only clear ,so your guidance that i can keep it and recover my loss
how can you buy a share without any knowledge of it? see, we do not buy clothes without checking if they fit us or not, seeing if the price is right for our pocket or not etc….you should understand what you are buying and more importantly why? if you had researched the company then you would have got conviction on the stock and when the stock went so down, you would have had the courage to average out. when you want to buy something, and you find sale on it, you’ll feel great..right…and suddenly if you also get an increment in your job, then nothing like it….right? similarly when stocks give sale (goes way below your purchase price) and you get an increment (earnings of stock increase – remember the earnings grew from last year), the ideal thing is to back your conviction. but unfortunately, conviction does not come without understanding the business ….so pls understand what you are doing with your money…buy only if you understand something…God Bless
Dear Ace, I understood what u wanted to convey. But unfortunately very few people like me who really dont understand the entire jargon of financial management. Yes i know a bit but unlike most of the followers here i am not that good. By profession I am a doctor but interested to learn few tricks to invest not trade in stock market. my request when u reply, sometimes and my request only, pl explain why or why not. This will help investors like me. Last one, Pl give ur views on SKM and I can tell u i am happy with the management. but this stock is not performing compared to few of the similarly peers though it does not have any direct peers.
God bless u Brother. U are taking care of the financial health of so many people.
skm has already performed quite a bit. its up around 5 times in last one year, what else can a investor want? Also with livestock based stocks the risk would always be there so dont make it the biggest bet in the portfolio.
Can we enter Freshtrop Fruits at CMP of 80 .
waiting for your valuable advice .
Dear Ace, wrt comments on SKM you gave to Mr.Sanjiv that not to bet big on livestock business due to risk nature, can same be applied to Freshtrop due to it’s over dependence on seasons which is again a risk? Or am I missing something here that makes Freshtrop worthier than SKM? Englighten us!
absolutely right…freshtrop and skm are both having similar risks though waterbase is much less risky…why so… try to find out…think about it….
Ace, Ur reply may see these two stocks in selling pressure. HaHa! (Kidding)
Btw Is it bcoz of WaterBase’s diverge presence world wide (as it exports to different countries), therein limiting the seasonal or disease influence in one part?
Also, I assume Stock Market itself is a risk involved and it’s for this risk one is awarded with gains ( may be a loss too). I think investors can stay patient with SKM and Freshtrop.
Disc. My assumptions may go wrong though!
if somebody is selling freshtrop or skm because of this then its pretty “stupid” of them because these two are wonderful companies run by capable managements. both have made big money for investors and some bit of consolidation is always possible in any stock. see even waterbase and v2 was consolidation for so many quarters and now look at them. every company has some inherent risks and i just highlighted the risks i perceive in these two companies but by any means it does not mean that they are bad companies. infact IMHO these two are very good breed of companies. They should reward the shareholders in the long run. also stock markets are not risk IMHO, they are just volatile and these volatility is perceived as risks, that’s all. people who can stand this volatility stand to gain big time here. God Bless
Ace,U missed a thing.Am I correct on Ur Question why WaterBase is less riskier?
Thanks in prior!
about waterbase, its mostly in a disease resistant variety and therefore, the risk is less which is not the case with other companies.
thanks a lot for spending your valuable time and guiding me on certain aspects which i would take care in future
Patients always pays, Cybertech gaining momemtum, I want to thank you big time for guiding us in right direction and helping us in building great conviction, I tightly held all shares through the down time, now it’s time to sit back and enjoy the ride, for the coming years when future unfolds.
Talking of the macro environment, sir, nifty has closed above 8600… is ur view on “sell on rise” market still in tact? Also, I am sure u must have noticed that the PE for nifty is around 23.5; whereas historically nifty has shown sharp corrections in the P/E range of 25-27… As such, what is ur view on Indian markets at the current situation?
Disc: I am convinced that there will always be good stocks to invest in under all situations… Just wanted to know your view on the broader index..
as i said earlier, it has to close above 8700 for me to be happy but so far it looks that now 7900 is a firm bottom… hopefully we’ll get some confirmation
Mcnally bharat is badly trapped in huge debt asmost of the cash generated goes in interest payment. However with huge amount of money it got from qip placement and strategic stack acquisition by EMC do you see its fortune turning around or it will be too early to say that.
thanks in advance for such noble service provided by you
not interested in mcnally
Hi, ur view on Advance metering technology?
how is zenith fibre.can it be another premco
just replied on it a couple of days back
I am a comparatively new investor in stock market. Thank you for your guidance. Already Mangalam, Cybertech, Vidhi doubled in within just 4 months in my portfolio. Prima is doing great too. But more than the stock tips, I like your overall guidance on conviction and encouragement to do own research. God Bless you sir.
great to know that you have made money…congrats.. God Bless
You would have seen the latest announcement on Wanbury. SBI is planning to auction the assets of companies that have not re-paid the loans. Wanbury is also listed.
yes saw that yesterday. they are paying it as we all know, but for SBI that was a bad loan right that was re-structured. i dont see as a material event to be honest because as far as we know the interest payments are on time so its just the restructured debt which SBI has decided to give to someone else.
Same here sir…More than the money I made from your recommendation, I would cherish the “Gyan” I got from you and your philosophy that reflects in your posts.. Great work sir..
Your view on Orchid chemicals after recent new approvals. Is this good buy at present CMP for long term.
Thank you in advance
this one needs a lot of patience. as of now still not sure. maybe i am wrong but so far not confident…
GM Ace, any views on Fedders lloyd , KIRL Ferro & Tinplate?
Hi, ur view on E-land apparanls?
Hi ACE by any chance swasti vinayaka art and heritage in your remote radar…
Thanks, just as a supplement question to this. Swasti vinayaka Synthetics any joy?
didnt understand the question
Ace i mean another company of poddar group (apart from swasti vinayaka heritage corp) which is swasti vinayaka synthetics in textile spinning….so was asking how it looks like to you?
sorry dont like it at the moment
Sure, Thanks…even this is encouraging to me 🙂
V2 set new 52 week high…!!!!
Cybertech has been successfully assessed for CMMI and has achieved Level 3….Hope it achieves CMMI Level 5 as well in the times to come.
whats your current view on DHUNSERI TEA,if you given your views abt this co. earlier,plz update now as i cant able to find that,thanks
dont like tea companies.
tirupati sarjan is up 20%.can you give update on latest orderbook and development.no contact from company.numbers given on website dont work.no reply from mail.
they do. i have checked that in the past. also you can try attending the AGM
Hello ace,how to get in ur latest pick.itz in uc constantly.
the UC had opened on friday for a long time and people who really wanted it have already got it.
Respected sir ..cantabil retail has increased promoter holding from 62 to 70 in last one year… the company has proved to be a major turnaround in last few quarters… its quoating at cmp of 69 ,with face value 10.. eps has improved big time… your feedback will be very much appreciated… thanks .
yes, as mentioned earlier cantabil is also looking decent …its getting its act together it looks.
i have 2L to invest,which stocks you recomend,hope to get a straight reply
straight answer – buy stocks in which you have confidence and conviction. pick any of the stocks mentioned on this blog and research them till you get conviction in them and then invest
Yes, missed this ride.
Any view on Kernex and RPower?
not interested in rpower, kernex still not confident
Eid mubarak ace bro and to the blog readers
Ace bro whats your view on ramco system
same to you and all our friends here. ramco is ok.
Hope this message brings your more new innovative thoughts and energies in you.
I just gone through the comments, Need your thoughts on Atul Industries – Agro Speciality which lagging for long time
I like to discuss more with in offline, Is it possible to do so, Can I have your offline communication address.
Wondering how come you are giving free ideas?
i am just giving my views, not really ideas.
Hi Ace, what are your views on Lycos internet, Asian Granito.
not interested in lycos …asian granito is fine for long term
whats your view on era infra,do u think it will turnaround
no change from previous views
how is rubfila international
no change from previous opinion
Sir what are your views on haldyn glass after the jv with Heinz glass..sir if topline and bottomline improves it can lead to a re rating…also can it command the premium valuations like la opala?
haldyn and la opala are not comparable. though in its sector haldyn is decent
Ace, you mean Haldyn Glass?
please let me have your views on PIONEER EMBROIDERY. It was long recommended as a turnaround scrip by a leading and credible analyst whom wise investors still follow.
if you already know its recommended by an analyst whom you trust, you should not be asking me or anyone else about it.
Sir sharp or wanbury ,which is the possible stock to become, a mega multibagger
why not both?
Thanks ACE, Finally Wanbury is moving into right direction 🙂
Sharp means sharp india or sharp investments?
what do you think 🙂 ?
Dear Ace sir
Do you track insilco, denora? Kindly share your views if you track them. Thank you
as mentioned earlier i am not too keen on it.
Thanks for the updates sir !
Could you please provide your inputs on SPIC. Is it good to take position in petrochemical sector ?
my problem is with the sector not with the company here
Hi, ur view on Phoenix Lamps?
Sir it may be a wrong question here but i have seen people earn returns like 50% in a month, 20% in a week and so on.. Like compounding money at 20-25% is considered great…Dont you think the bull market should end soon and in a bad way…Earning money looks easy to ppl but what will happen in a bear market…see so many ppl get impatient when a stock doesnt move for a few weeks or few months but stock price remaining constant is the most imp characterstic in a bear market..i know you follow stock specific approach rather then following index levels whether its sensex or nifty or midcaps/smallcaps..But a fall in such index will definitely drag the stock prices as well…I am just 2 years into market and 21 now and dont have much experience of dealing with crashes or correction of 20-30%…i want to learn what should be the stratergy here..how to deal with all this..i really feel terified looking at the 2008-09 crash…sir if you want you can ignore this post as well
i would suggest you to not worry too much about bull or bear market and just focus on the stocks you own. even in the bear markets we have had small caps go up 5-10 times … people who wait for correct keep on waiting… and if you are so skeptical about losing money then think of whether you want to be in FDs or stock markets. Volatility is part of life here in stock markets and one should have courage to deal with it and courage comes from conviction which in turn comes by researching your stocks …
Surely sir i have the risk appetite thats why all my holdings are majorly micro and small caps as i know wealth is created in them..you cant expect reliance or tata grp cos to give you that retuns going forward..But i am still fairly inexperienced in markets and wanted to hear about it..whatever stocks i own are well researched and i am not worried about prices as well till they are doin well
Well said Ace! Completely Agree with you. Thanks
Aro Granite has come out with the quarterly result, quite disappointing numbers in my opinion. Whats your expert view and take after the result ?
pls go through the stock story of associated stones where i have written in BOLD about my views on aro granite. beyond that there’s nothing to add
Can you share your view on Shaily Engineering Plastics Ltd. Thankyou for your wonderful reco and knowledge. Forever indebted.
as mentioned earlier, its a decent company
Dear Sir, your views on Premier explosive & Godrej properties.
both good names in their respective sectors
Sir, your views on SANGHI INDUSTRIES & GALAXY ENTERTAINMENT for a hold of next five years.
no change from previous opinion on both. i would prefer katwa udyog over sanghi
Sir, your views on MOLD TEK PACKAGING & SAURASTRA CEMENT
mold tek is ok, but not interested in saurastra..i would rather prefer a katwa udyog
Sir, your view on DCW and CNI research please
Thank-you in advance
not interested in either
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