Congratulations to all the investors of Mangalam drugs who have tripled their money in just five months. Great Going.
God Bless !!!
Yes Ace. Wonderful idea. Thank you🙂
Ace, Mangalam Drugs form 24% of my porfolio. For me it has doubled as i entered at various times. Many thanks for recommending this stock.
great…magic of concentrated portfolio.
hi ae,plz give ur views on deccan gold
Hello Ace ji—As i mentioned in another comment , i am very much hopeful to see 20 in place of triple in the same post—–i.e. 20 times in 2-3 years time frame—-everything good is happening in this company—-Good times ahead—Thanks for the idea(i was ignoring this company even the buzz was there due to Lupin selling but it was u who has helped me build self conviction in this company)—it was a very good effort from ur side to address all the issues in the company—–God Bless U!!!!!!!!
nice to know about your conviction. Patience would be handsomely rewarded.
It’s been a wonderful ride, backed by your expertise.
Thank you Ace.
great, if it helped.
even v2 blasted today…it went up 10% in matter of seconds i think some1 big or mutual funds would have bought
I too doubled my money. Am working on concentrating my portfolio. Thanks.
good to know.
Good to heard..But missed rally after 87…!!!
Salutes to you Sir, on Mangalam Drugs, though I must say I did not invest at that time because I was tight in my pocket at that time. And I dont buy small quantities, my minimum size of investment is Rs. 50,000. Ok, that aside, aceji, do you track Good Luck Steel Tubes and Emmbi Industries? Your view on these two will be highly valued by me. Thanks in advance !
dont track good luck …emmbi no change from previous opinion
I searched the site, but couldn’t find your previous opinion on Emmbi, other than “Under research”. If you don’t mind, could you please express it again ?
Thanking you in advance.
pls use google to search
I did google search. Sorry to say that I couldn’t find anything more than I had written before. So I request you to kindly express your opinion on Emmbi again.
Thanking you in advance.
if you didnt find anything new in the opinion, then my opinion has not changed. I hope you did google search on the blog.
congratulations to all the investors too.
Congrats Bro… always a pleasure to see such titles.. although I am not invested in this.. as my faves are prima, vidhi but still feels good for you and all those who kept conviction…
ACE, do you think Gujarat Themis Biosyn can replicate Mangalam Drugs’ success( return wise)?
what do you think and why? let’s discuss about your research and we will take it forward from there.
Purely on expected EPS basis GTB (Expected EPS-7) & Mangalam Drugs (Expected EPS-8), GTB should outperform. Am I right ACE?
i dont give preference on the shares mentioned in the blog for obvious reasons. for the EPS, please go through the stock story and do a bit of research and decide yourself. I have given enough indications on my expectations.
Thank you Ace!
Ace, Associated Stone is your recommended stock. Hope there is no change in your views as of now.
Hi ACE…any view on Kriti Nutrients please..?
sorry not interested in it.
have you ever had a look at rexnord electronics?
pls google the blog. had given a comment a couple of days back also if i am not wrong.
Plz give ur views on udaipur cements.can it go like jklakdhmi cement
i would rather bet on a panyam or shri keshav cements
Great going, Ace! What do you think about penny stocks? Any good ones for long term?
if there’s something will update the blog with my views on them.
Alrighty!🙂 Your views on Shipping Corporation of India and Pipavav Defence?
not keen on both
Any reason why? The Shipping industry doesn’t interest you much?
not much and definitely not these names
What is your view on Rattan India infrastructure? and Everest Kanto?
not interested in rattan…. everest kanto no view as of now
Both seem penny stocks..!
I have Mangalam drugs & Marksans pharma in my folio.. I want to know ur view on mid/small/micro pharma companies… 1. Anuh pharma 2. Suven life. 3. Lincoln pharma. 4. Brawn pharma. 5. Makers labs. 6. Aarey drugs 7. NGL Finechem 8. Jenburkt pharma. 9. BDH industries.
i like mangalam drugs and Gujarat themis in pharma
Is MRPL a good buy right now?
not keen on MRPL.
Ace, what about Genus Paper and Boards?
no change from previous opinion.
Okay! Do you track Jaiprakash Power Ventures? They did well in the last quarter.
what do you like about the company?
Are you apprehensive about the huge Debts?
Hi Ace, I have been an avid reader of your blog. Could you please suggest your views on Ador Welding, Banco Products, Mahindra Lifespace Developers, TV Today Network & Ultramarine Pigments. Any of these are of interest to you and you see strength in these stocks to enter at current levels?
all the names that you have mentioned are decent for the long term
deutche bank of germany may go down like lehman brothers.signs similar to that event happening.massive laying offs happening.credit rating down to bbb+ .europe will be surely severely affected.deutche bank has a derivative exposure of 75 trillion dollors.german gdp is 4 trillion dollors.there wont be enough money in whole europe.if it happens how much india will get affected.
that’s anybody’s guess, these ifs and buts are always present in the markets. the other day someone was predicting a hard landing of china too…
Hi ACE…Please let us know when planning to post your next pick…
Regarding cement industry in general and Panyaam and Katwa,in particular, isn’t there a grave risk of cheap chinese cement imports? Check these recent news items:
What do you think?
no links pls. also cement is one industry where chinese threat will always be minimal. right now all these tactics is posturing by real estate industry…this is nothing new. not worried
Hi Ace.. I am pretty new to your blog. I am fascinated after seeing ur investment pics and your rationale behind each of them.. I would like to know your views on Monte Carlo Fashions and PFS.It will be great if you can share your views.
monte carlo is decent….pfs no change from previous opinion. also i strongly believe in small cap investing so would also suggest you to evaluate small caps viz-a-viz monte.
I am unable to understand the valuations for Keshav Cement. After expansion, it will have a capacity almost equal to Mangalam Cements. Keshav has better margins and should make more profits even. Lets forget about better profits, even that capacity should give similar valuations to Keshav; which is 20 times from present!
But people say even Mangalam is undervalued.
At 1/3 rd the capacity of Mangalam, Keshav should have atleast 1/3rd the valuations.
What is the catch???
if everything is fairly valued everytime then how would we make money?
Sir what about rajoo engineers. Its been in a standstill mode with no momentum. Are you still positive with this company?
what should matter more to you is whether you are positive on the company or not…why do you say there is no momentum in the company? havent the earnings improved ?
Sir the momentum im saying in the share. Even the volumes are so less and looks like no one interested in this company. May be the valuations are high now and should have invested at 6 rs?
why do you think valuations are expensive for rajoo ?
am i right in my projection of the valuations?
if yes, then in your experience, does mr. market bring such gross mis-valuations at par – maybe in whatever time.
that’s the idea
dear sir, hows invest in Morepen Laboratories…
not interested in morepen
what about sintex industries, it is available at 9 PE, presence in several verticals as that of supreme industries, apart from this has presence in construction space, available at such low valuation. is it worth investment . your thought pls.
i would rather prefer a prima.
Hello Ace, Please give your views on “ADF Foods”. Debt free company & good yearly sales.
average company IMHO….not compelling
Sir, I am holding below shares .Just need your comment
1) Sam krg Pistons
2) Liberty Shoes
4) Aimco Pesticides
5) Deccan Gold
6) Vidhi Dyestuffs
2-6 are stocks that whose stock story is available on this blog itself. not interested in samkrg pistons.
Your view on Intrasoft Tech at CMP?
The company’s 123Stores.com, e-commerce subsidiary markets approximately 200,000 products through 11 large e-marketplaces (Amazon.com, Ebay.com, Amazon Canada, Alibaba’s 11main.com, Sears.com New Egg, Rakuten and Bestbuy.com, etc.) that are sourced from 1,300 brands. Almost covered US.
had give a positive view when it was in low double digits but at these levels, its appreciated substantially. not keen on fresh entry.not comfortable with valuations right now, though it could go higher if it continues to perform like it happened in past, but again IMHO risk to reward is not that favorable to me.
Hi Ace, what’s your take on these companies:
1. Jullundur Motor Agency (Delhi)
2. Narmada Gilatine
sorry, not keen on both the names.
hi ace..a query on skm egg..company is looking to clock a turnover of atleast 300 crore this year with better margins than last year as communicated in the agm..more over company will fund their capex through internals accurals and capex will happen within the next 6-9 months..dont u think skm is undervalued considering all this..company is posting better results with each passing quarter..company is also debt free presently
company is also trying to sell their products in the domestic market as well and is in talks with reliance retail
i would prefer a waterbase or freshtrop from a livestock company …. though skm is not bad either.
y dont u prefer livestock company?bucz of the diseases? or fluctuations in the price of eggs??
i think we have already discussed this multiple times but yes you are on the right path with you reasoning
sir, there is an investor’s call on oct 05..i think anyone who has any questions should log into that call and ask the management directly.
yes, every investor who has a question should ask in that call.
I have frequently follow you blog..thanks for your recommendation ..
Can your share some knowledge on what is RBI Rate cut or base rate cut ..What is the impact if on rise or reduce of base rate ..How or on what basis that will impact FD rate or Loan rate …
this will reduce borrowing cost therefore, the loans that one takes would become cheaper though it would also mean lower FDs. Normally good for the markets. Please read any news daily and i am sure there would be a great article on yesterday’s rate cut. One should keep on developing their knowledge from the most accurate sources. God Bless !!!
Pl share your view on Om metal infra
not keen on it.
Long term, I’m bullish on Pharma sector. I believe there are many small pharma companies which will grow at a good pace over the next few years. Challenge is to identify such companies. Will you recommend any other small pharma company like Mangalam. Thanks.
how can i say that? let’s see if something comes up then i’ll surely update the blog.
Fine. Will wait for the next recommendation. Hope it will be from pharma sector🙂
Ace ji – Panyam started to get it’s mojo back. Added more on the way down.
that’s good…also as we expect if the company performs then the earnings growth could be substantial.
Do you have any views/information on Gennex Labs?
sorry, dont like it at all
What is your opinion On Lincoln pharma…
I am already holding Mangalam drugs..(8%) .I want to just diversify into some other pharma stocks to reduce USFDA risks.
there isnt any USFDA risk with mangalam…
Sir, any views on Jenburkt Pharma and Lincoln Pharma?
jenbuukt at these valuations i am not interested.
Sir I’m unable to buy Mangalam Drugs?
There are no sellers!
What do I do?
How do I buy it now?
how can i help you here ????
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