Congratulations to all the investors of Waterbase for multiplying their investments by more than Seven times in 1.4 yrs.
God Bless !!!
Congrats to all the investors
I wan’t aware of your blog then.
But my hearty congrats to all investors who sailed with you on this through thick n thin.
sir, as per report submitted to BSE on 14 sept of new order Tirupati sarjan uganda subsidiary finished USD 11 million project on 25 FEB 2015. No data found in standalone results. When co. will declare consolidated results reflecting above order. Tirupati Sarjan is holds 69 % stake in subsidiary so some profit sharing should be there.
as mentioned earlier the company is detailing its consolidated results in the AR.
Congrats to all…who are holding…!!!
Wish you all to get it “N” times further…!!
Sir your view on balkrishna industries?
Ace, really appreciate your effort and help here!
Dear ace ji
Your views on Tara jewels… Available at pe of 3. Recently bagged orders from walmart? Is it a good buy for long term?
sorry, not keen on it.
Great pick, Ace! Any change in your opinion on Gujarat Themis?
Ace, I read your views on it. Wanted to know if your opinion had changed in an any way right now.
if for any stock the view is changed it is put up on the blog as comments or in a post. Unfortunately off-late everyone has started asking me this question for one stock or another. Do you find any comment stating something different about the company? this question’s answer should answer your query…this is the standard answer i’ll start giving for every stock. If you are investor in a company, you yourself should have conviction and not wait for any change of opinion from anyone else. We all should strive to do it.
Ace, I do make my decisions based on my own convictions. Please do not get me wrong. As you always say, this is an educational blog. We all are learners and we keep learning as more arguments and opinions come up. I just wanted to know if your opinion has changed from the previous one. I would never make an investment decision unless I’m completely satisfied with my own analysis. Please do not get me wrong. What you’re doing right now is something so wonderful. You impart knowledge. My intention was just to start up a healthy discussion regarding your opinion about the Company and nothing else. Let’s learn and strive to learn more. Keep up the good work, Ace🙂 Cheers!
I am glad to hear it. This is why people like you who have an independent assessment go far in stock markets. God Bless !!!
Hello Ace..i mailed to gujarat themis official mail id they have send me the query reg. no 1 week ago ” i asked about the new lupin deal detail” but still waiting for their reply!!
forget about the lupin deal…the real kicker will be the new products which they introduce this year
You are very generous with your words, Ace🙂 Your valuable inputs have always helped us learn better. Keep up the good work! Let us all keep learning.
please give me view on marpel pharma
not interested in it.
sir tracking nelcast and bgr energy ?
dont track nelcast…bgr is good, but the rewards will depend on the sector revival though within the sector its one of the best executors.
Sir, please post your comment about Treehouse eduction after management clarification
have not seen the reply
We will be really thankful , if you can put some time for reading this post and educate us.
I have been learning the equity investment process for quite some time now. Had my fair share of mistakes like getting into value traps in search of value. Later on learnt a better method of screening by selecting stocks in which MF has started putting their money(recent buying). I have been able to find some multibaggers but I was never able enter when the company fortunes are changing. I entered late When stocks when they are in news after they appreciated 4-5 times. So eventually my returns are like 2-3 times over a longer term from my purchase prices.
I want to learn the process of selecting companies/businesses when their fortunes are changing, the way you do it perfectly.It is very difficult to find them as nothing is right in those companies and betting on future prospects.
What kind of filters do you use to filter out these kind of companies. Do you use some screeners (Volume/price) and then dig into them or Something else ?
Secondly, How do you check the quality of management? As I am working, So i can’t go and meet company managements.
Thanks and Regards,
have actually given enough information about what i normally do…
Good evening sir
Can you put some light on future
prospectus of Arvind Infra?
sorry, dont track
Ace Sir ! Any views on the Blue star info sale & merger with Blue star parent company ? Asking as it has tanked heavily from 300 to 207 in 2 days.
sorry, have never been too keen on it so dont track it very closely
Sir ur views on Godavari Drugs, Mic Electronics and Subex Please
no change from previous opinion
Hi ACE…It seems MIC is not paying interest to its lenders as mentioned in AR. It is not paying because the company was considered NPA by lenders. How one should interpret this. Is this something to consider as -ve?..Please enlight…
not paying interest is not good but one has to remember that most of the companies wont pay interest once they are classified as NPA.
Sure, got it ACE..!
1. Does it mean for any company, once the loan is classified as NPA they don’t have to pay interest?
2. If they have to anyways pay the interest later on, does the company wait for the CDR?
1. is already answered in the comment above.
2. CDR is not related to NPA.
Sir, any comments on Vikram Thermo
not too keen at the moment
Ur view on Super Tannery and Syncom formulations?
not keen both, especially syncom
Good day to you, Ace! Anything new and exciting coming up?
whats your view on technocraft ind
not tracking it closely anymore.
Cybertech spreads its wings in salesforce platform…Recently it announced the launch of its salesforce practice..!!!
thanks for the update.
Sir your views on Oricon enterprises ltd.
not interested in oricon.
Hello ace, I needed your opinion on delta corp, as rakesh jhunjhunwala has bought more stake in delta corp, is the company ready to set the approvals and can it become a big multibagger in the coming years, I am interested in buying, kindly guide bro.
when they indeed get the license it would be very good..
Good evening, Ace! Your views on India Cements?
i would prefer a panyam or shri keshav over india cements.
Ace, grateful if you could let us know your views on Lovable Lingerie. Thnks
decent one at declines though we have to see if management is able to scale the business on back of recent agreements.
There was news that circuit limit (400% annual, 100% quarterly, 50% weekly etc) will be imposed on equities from October 2015 in BSE scripts. Is there any news whether circuit limits are imposed or not till now? Kindly provide the update if any.
that news would be updated on the BSE directly.
Sir, ur views on Sudarshan Chemicals ?
Sir,Your views on Smruthi Organics ????
no change from previous opinion.
Thank you for panyam cement.Should wait for the result or book profit.
you should be asking this question to yourself.
Any thoughts on Lanco Infra. Thanks!
Pls share your view on Aimco pesticide… Is it right time to average
the stock is still above the recommended levels… averaging should ideally be done when its far lower from the purchase price… and averaging should be done if its atleast around 40% lower from purchase price.. and if the fundamentals are the same…here the fundamentals have not deteriorated for sure.
Hi Ace, What’s your take on deccan gold and arrow coated products at CMP. Do you think arrow can be multibagger from current levels given its unique products
Hi, Ace, do you think it could be a good idea to book profits of the scripts which has run fast, and re-enter on its consolidation phase? Many of your recommendations vidhi, prima, water base, mangalam, wanbury has had good run. For a small investor this could be a tricky strategy, no?
there are huge pitfalls in this approach.
From some corner in d net, it is being learnt dat Vidhi has given a top line target of 500 cr by March,2015
…what is your view on dis?…will they be able yo maintain dis target considering current growth scenario?..for a 500 cr top line, what may b approximate bottom line??
its better to clarify from that corner of the net itself. for everything else please search the blog as you are repeating a question which is discussed quite a few times in the recent past.
Sorry, in d last query, it should b read as March,2019 by which Vidhi given rarget of 500 cr topline…
Yes they are targeting 500 cr topline with 20% ebidta margin by 2019.
For competition they have said no competition with Chinese as the market is very small growing at 5% or either from roha as they don’t touch there customers and vice versa
Have customers like mars pedigree sanofi and have reached in 80 conturies
For entry barrier they have clarified that switching customer is very big hassle as colour constitute of .5 of final ptoduct
Key risk for business is currency as export constitute of 95% of business
Aiming 8400 mtpa by 2020 with internal accurals and debts in the ratio of 60:40
Stopping trading business from next monthas it is high capital and low margin business and use wc for manufacturing purpose
Open for buy out by sensient if they offer which they can’t refuse
Continue to disturbiate 20% of earnings as dividend
Source: management meet by research analyst.
sharing for the benefit of vidhi share holders
Ace bro have one question for you if they stop trading won’t the topline decrease and lead to degrowth.
that depends on the ratio of manufacturing to trading, but more importantly manufacturing with bring in much higher EBITA. also in any case, we should all understand that market gives way higher premium to manufacturing companies viz-a-viz trading.
As per mgmt talk, outof 187cr sales 116cr is from mfg. whereas 64cr by trading activities. So if we consider 500cr topline upto 2020, it is approx 5 times increase in the topline by mfg. with increased bottomline. As trading margines are less @2-3%.
what is the question here ?
Dear Ace.. may be a novice question sir.. Guj Themis, the CMP to BV is 156 while its peers is 10 and below. How do you interpret this sir?
i dont think book value is correct…
In a press release in August, Guj Themis announced dat their net worth become positive in d June qtr….ok….in your report, u said that they will come out of BIFR in d end of this F.Y. n for that they will earn around 8cr net profit.but in d first 2 qtr, they earned only about 2 cr…considering above, do u think now that they will b able to earn abt 8 cr in this F.Y. n whether they will b able tp come out of BIFR at d end of this year?..also, have u attained any investor meet or anyhow talk wid d management regarding dis?..thx
i think you have not searched the blog for relevant artifacts. kindly search the blog and if still the query persists then post because all this we have discussed. also as mentioned earlier all this depends on the contours of the deal and we are still awaiting management’s clarification
hi ace,what’s your views on arrow coated products.can we buy it at current market price.can it be multibagger from here given its unique products.
let’s see… products have potential but the market cap is also good now…if they keep delivering then maybe.
sir, for all your followers can you please update which stocks recommended in past are still in BUY positions. Half yearly update for fresh investment.Thanks for your views and guidance. Help us to understand & track small & mid caps companies and earn profits.
i do it when i have time..have already done it twice in the past but that’s cumbersome for me. as mentioned readers should be reading the comments and blog posts because if a view changes its surely updated here on the blog. some commitment from investors is required. The blog does not believe in spoon feeding.
Greetings sir… could u pls throw some light on whether the market has bottomed out or if it is still a sell on rise market till 8600 is breached?
still not sure, but first clue would be a close above 8350-8400 levels.
Prompt response is much appreciated !🙂
i had made a fresh investmnt of arnd 20% of the amt i wished to invest @7600, not knowing whr the mkts would go. looking to invest the balance if it would come to 7200. wot do u suggest could be a better way of investing. hedging with otm puts?
i have always said that dont look at markets and invest as markets have no relevance to quality stocks. So if somebody chooses to ignore that, what can i say further
its the case of once burnt twice shy… also when stocks tend to fall 20-30% in sync with markets, then a feeling of timing comes in.
i hope you or any investor do not consider every fall to emulate 2008… those kind of incidents happen when you dont expect them…once is decades… so please take every correction in your stride and move on. you will see some of the stocks hardly gave any ground when the markets went near 7500. there’s always a lesson to be learnt from markets…lets all be sincere student of it though
Please tell your views on Motor and general finance. Its promoters are continuously buying from the market since last few months
Also please share your views on Sundaram Finance.
sundaram finance is without doubt a wonderful company. no view on motor & gen fin.
sir, ur views on following cos,
1. Menon bearing
2. Prism Cement
4. Federal Bank
5. Aksh optifibre
Any one worth at CMP?
nothing that i am too keen on
You are great sir, majority are multi baggers except some like AIMCO, thank you sir,keep going
i am just a very interested and curious student of markets and nothing more than that. Everything else is grace of god.
Request you to share your views on following script. Not requesting for spoon feeding but it will be great if you can share your experienced views on the same.
Script : Incap ltd
Market Cap : 12.52 Cr.
Current Price: 25
Face Value: 10.00
Promoter stake is increased and paying dividend. As per my understanding they maintain good balance sheet also. ( i have very minimal knowledge, correct me if am wrong)
As i did the basic research, it seems that it has lot of potential and to be a good bet for long term investor.
But it would be very helpful if you can share your views on the same.
sorry, not keen on it
Good evening, Ace! Would NCL Industries prove to be a turnaround story? Like Panyam?
i have more faith in shri keshav cements and panyam
Hello Sir, Do you track Pincon Spirit ? Is it a good company for investment ? I have found promoter holding is 0% – So seeking your expert opinion..
not keen on it…one of the reasons is the one that you pointed, although people running the company have over 30% stake in it, they have chosen to be part of public shareholding and not promoter and this is not good IMHO
What’s your view on Gennex Lab & Unity Infra ?
gennex no change from previous opinion. unity is average.
Sir i was just wondering with this type of growth in sale and requirement. in a year or so Panyam will have to have capex and as i did search for some info for Capital require for setting up 3000TPD capacity plant will require more than 250 crore rupees. How will this be done by Panyam as it will take time and money both to set it up? So my question is how will it do after 100% capacity utilization? Sir please put some light on my doubt. Thanking you in advance.
they dont need any capex. why would they need capex? please read the stock story carefully.
Sir as per my understanding they will have around 450 to 500 crore of revenue with this present capacity at the max with the current pricing of cement. As you have said that full capacity will come in to play in coming quarters after the saturation in sales i think after 6 quarters of so their capacity will be exhausted then what will the next trigger for revenue growth?
why are you worried what will happen after 6 quarters… its too early to speculate… forget about this company but for any company how does company grows if they are working at full capacity
By working Round the clock shift if i am guessing right?
by increasing capacity utilization, price hikes and capex
Thanks for your selfless help. I came across your the firstime. Your old recommendation – Deccan Gold – currently available at 30’s. Is it a buy ?
what do you think?
Sirji Mangalam refuses to budge.
yes, but its obvious that no stock goes in one direction only….
Yep. reversion to mean is unavoidable.
Sir, any update on DHP . I know you have already discussed. But any expectations like a better topline relating to global market.
what does your research say. the stock was recommended last year so i am sure investors are also following up business, talking to CS looking at business opportunities etc. One year is a good time to know your company.
ur views on bambino agro sir ?
Can you please share your view about Shaily Engineering products?
its a good company IMHO
Ace, Please share your views about Alps industries..Is it looks like turnaround candidate… Thanks for all your help.. Regards, Prabu
Any view on gammon india? It has been under restructuring for quite some time now. And HDFC MF has bought big chunks in recent past. But I am unable to understand why its showing in results.
sorry, not keen on it at all
Sir, associated stone industries has finally shown an up move with good volumes.. was range bound for quite some time.. how do u view it as per ur technical view point?
as people know i dont give technical views on the recommended stocks on the blog
sure sir, wasn’t aware of it.. by the way when can we expect your next new gem?🙂
ACE bro…Cybertech blast..!!! Hovering near upper circuit…!
it was waiting to happen but what’s the best thing is that its coming on monster volumes.
Exactly…But as and when it scale up i feel these volumes can even double,triple…
Thanks You So Much Ace ! for Cybertech🙂
Yup that’s true.
Gud move in cybertech today.
Ace, I bought Cybertech when you gave the call at near 70 level and was buying on dips and managed to average the cost at 29. Now, I’m more happy than anyone and my confident level has only gone up.. During the entire down trend time, I have been speaking to management, their client and few of the govt officials and getting more confident on this pick… It will surely cross its previous high… It is truly a Vakrangee in making…
actually cybertech was recommended at 60rs and then an averaging call was given around 26-27rs or so but to take the averaging call one needs to have conviction in the stock and that is backed by research. The smart ones like you do it and reap benefits. I am very happy for you. God Bless !!!
Dear Ace, wish to buy freshtrop .Promoters and fiis increased their stake last quarter.What do u say?
really ..i wasnt aware promoters have increased stake… where is it disclosed…anyways, freshtrop is a good stock for long term
Dear Ace bro,Yes they have bought some 10K shares…
me at 32
Good move on cybertech …….hopefully this is the beginning we are all waiting for🙂.
Pl share your views on NOCIL ?
lets hope so
ace can i average aimco? i bought it at 70rs…i have the conviction in the business and ready hold for very long term..i feel it may not go down from these levels, do u feel the same??
believe me if you yourself are convinced you dont need anyone else advise… moreover the fundamentals of the company has only improved over last one year
sure ace thanks
Dear Ace… be it cybertech or any… you name it.. We are all benefiting from your blogging. And we are acknowledging the same. We also want to hear from you as to how this is helping you out. Otherwise we feel the help is one way. We would like to know your aim/goal etc.. Making money in this world based on free advise is like 8th wonder of the world. Please give us an opportunity to serve you… be it a social cause that you can think of or any. Hope you dont mind to let us know🙂. Thanks!
not really… or else you wont ever have open source🙂
Promoters of freshtrop bought nearly 70000 shares this quarter and passage to india fii increased its holding.Company informed bse yesterday.
yes saw that…great.
We all are learners here, Sir. And we keep learning something new from this blog, regarding the markets or a specific industry or a company or whatsoever. It’s a wonderful thing to learn to learn. We’re all learning to learn more from this blog, which I think is Ace’s ultimate objective. Am I right, Ace?
yes, learning and earning. I made a lot of avoidable mistakes in my investing journey and i hope with this blog for amateurs and budding investors the learning curve could be minimized and people who do not have enough time, for them i can give a set of very interesting idea to further research and build conviction on and in the process help people make money…..
That’s very compassionate of you Ace. As it is said.. “Service to mankind is service to God”.
In my case itself (journey of 6 months) I made an unrealized gain of 25% as of today. This is 100% just based on this blog. I had to confess so not to feel guilty, because there also were times I got disappointed . So anyways, as Ace loves service, I will follow his foot steps, to help the needy, which I love to do. But this time it will be anonymous!:)
What is your view on kei industry
decent for long term.
Hi ACE…any updated views on Archies…?
pls search the blog.
deccan gold mine is way below the purchase price should i sell or add
its your decision. i cannot do portfolio management for you. nevertheless no change from previous views. People are ready to play the waiting game on Delta corp but get impatient in a company which has already bagged license – ofcourse two different licenses but i believe readers got what i want to say.
Not sure if you have expressed your views on CCD IPO.. Looks a good bet on India consumption story ?
never expressed any views on any IPOs ever.
Hi Ace, do u have any updates or recent views on old pick Simmonds Marshell? Sleeping since long time but m holding it patiently.
no change from previous views
Vidhi is open to sell itself to Sensient. Board is already empowered by way of special resolution to do it. do you think it is a possibility?
anything is possible…
haha…it seems better days are ahead for Vidhi’s shareholders
Sir will you comment on saint gobin please .
not keen at the moment
Thanks for the blog, i am following your blog for more than a year now.
I have invested in almost all the recommendation exception is waterbase and most of the time i have invested at much higher price than your recommendation as i took time to get myself convinced during that time.
The best part is slowly i have learned to pick up the fish thanks to you for the same.
I had identified 2 stocks in last one year following and learning from your blog.Thanks for everything and changing my mind set from the penny stock chaser to growth stock chaser.
Thanks a lot for all your effort and igniting the mind of retail investor like me.
good if it helps. God Bless
Bottled water major Bisleri is going overseas. The company has finalised plans to foray into Bangladesh and Dubai by the end of this year.
Speaking exclusively to CNBC-TV18’s Priya Sheth, Chairman and MD of Bisleri International Ramesh Chauhan also said the company is beefing up local manufacturing.
Excerpts from the conversation.
Q: What is the plan on exports?
A: We are working on exporting.
Q: How soon can we look at getting Bisleri overseas?
A: In the next three months.
Q: Which countries and what is the pipeline going ahead?
A: Just now we are working on Dubai and Bangladesh.
Q: In terms of your manufacturing facilities, would you look at expanding these and what is the kind of target that you are working with?
A: You have to expand. If you do not expand, how can you get your growth? So it is a given, almost every month one new factory is coming up.
Q: So, what does the total count stand at, at this point in time?
A: I think about 65-70 factories are there…
Your view on Orient beverages after this news
how does this impact orient…not sure i followed u
sir please look into satin creditcare
sorry dont track it
Hi, ur view on Talbros Automotive components?
Noticed Deccan trading at mouth watering level. grabbed handful of it. looking for exciting time ahead. license approval is just the starting point..long way to go..:-)
Want to know your opinion on Welspun Enterprises, got this sahres as part of demerger from Welspun Corp. Please advice.
not tracking it closely
Can you please share your views on Shekhawati Ploy-Yarn? It seems that the company is making good progress and stock seems to be undervalued at it is currently trading at a PE<5.
Pl share your opinion on Va Tech Wabag and from travel industry which one is good, Thomas Cook, Cox & King or Woderla. Thanks
va tech is good for long term…. not too keen on travel industry but if someone had to choose, i like thomas cook from a very long term perspective
Prompt response, As usual ! Great. I wish god bless you lot of energy so that there are more Ace disciples who gradually understand market !
Ace, few clarifications if you dont mind.
Deccan Gold rights issue opens on 14 Oct. If someone buys it, say on 12th Oct, will he be entitled to the rights share? Or is there a cut out date?
Again if some existing shareholder is not interested in subscribing, than can he transfer that right to someone else? If yes, how can such shareholder be located..are there any sites?
The rights is priced at 17/- (10+7). The current market price is 33/-. Once the rights shares comes into the hands of shareholder wont the increased shareholding further push down the price, maybe even for a short period. Of course this is speculating, but there is a possibility.
Thanks for your patient reading.
this is already discussed multiple times in the past. please search the blog. also this has nothing to do with deccan gold, its a normal rights issue concept.one should also use google to their advantage.
Will it be available thru ICICIdirect ?
this is a question for your broker but normally it should be available.
Please share your views on FRL
decent..but not too keen
Hello sir, i have one doubt regarding Vidhi thought of asking to you first. My doubt is , as per the recent management declaration and thoughts that they are going to stop the trading business which has contributed a lot around 66 crore on topline but not much to bottom-line and this has been the case for last many years. They are going to lose the topline in this aftermath of stopping trading. Can this reduction in topline can be compensated by the new installed capacity? If not than it will take more time to achieve the sales and market share. I think that is the reason why they have given conservative target for sale whereas with this type of crude price (raw material) they can surely attend the net margin as per the statement. But this shift in revenue will give some tension to its investor???????? I am confident about it’s business but just have some doubt which is to be cleared by some healthy discussion for future learning also. Please guide. Reaping benefits of your wisdom and teachings sir thank you very much for this.
you think its going to be stopped over night ?
Just for the sake of assumption they do it in a month or two then what will be the case about my above query ? Capital work can be used for high margin business and ROCE will be tremendous then……………..:)
One more thing sir i am getting confused about their Trading business, what does trading means for them just buying something and selling it to others? or they manufacture the raw material as a chemical to be used in colour making and if they dont have much order for colour then they sell it to others? If latter is the case then after expanding capacity and looking for more order will automatically shift the trading business towards Manufacturing of colours which has better margin. Sir please guide.
i think you are still persisting with the question we discussed just a few days back. would strongly suggest you to please go through the comments about it. trading means same thing for vidhi, buying and selling something which they dont manufacture.
Hi, ur view on Hindalco and NMDC?
not interested in both.
How does Timken and Azko Nobel look to you for medium term ?
Technically both are ripped for a 50% in next 6 months .. Fundamnetals are excellent ..
i dont give technical views here.
So what’s your view on the companies fundamentals
Thanks .. Govt emphasizing on Solar and Wind power as they are lost cost models .. Do companies like Tata Power NTPC get impacted ??
What’s your view SJVN and NHPC also in the same sector .. Coal India is also getting hammered ..
not keen on power generating companies
Hi ace Investor,
I tried searching for your posts if any on RPG life sciences but could not find any. Can you pls advice your views on this stock.
i have already replied on rpg.. i would prefer one of the names discussed on this blog. rpg is “ok” though
I had a query regarding Keshav cements.
Their current unexpected annual capacity stands at 3.6lakh tons(1000tpd). Based on the above capacity they should generate around 200cr revenue annually(300rs per bag of 50kgs = rs6000 per ton). Their last year sales were only ~50cr implying only 25% capacity utilization. Based on this why would they be expanding capacity to 3000tpd?
what is unexpected annual capacity? dont think i followed it.
Sorry, I meant unexpanded(current) capacity. For the realisation I was talking based on the general prices what we read in the papers prevailing throughout the country. So calculated based on that. Didn’t know their realizations are low. Will try and get in touch with the management. Would you have any idea as to what their current or last year capacity utilization stands at?
you cannot take today’s rate to calculate last year’s turnover.
Yes ace I am aware of that. I am just using the info available with me to roughly calculate capacity utilization.
to get the latest capacity utilization best resource is company.
also, i am not sure about the capacity you are taking in your calculations. Also, they never had 300rs/bag realization. Last year realization was way below what you are writing. Please re-read the stock story and get in touch with the company to know about the average realization/bag.
Even if it is 300 Rs per bag in the market, that would be end price. The end price = Production cost (material, labor, running expenses) + transportation charges + dealer margin. Keshav management cannot sell a bag at 300 Rs directly to the end user.
not sure i followed the logic
Bit confused with d right issue of deccan gold…also lots of thing happening in deccan gold recently..u know dat u r our ultimate guide…it would b helpful to us if u kindly issue a update on deccan gold like whether to average it as it comes low, to participate in rights issue or not etc…thx as always
please go through the comments we have had on the blog. everything is answered.
Sir, Your views on RSWM and Shriyas Shipping..
Mangalam’s market cap exceeds Wanbury’ mcap. Wanbury has US-FDA approved multi-product API facilities and one plant under operation for semi-regulated markets.
Mangalam is only into small time mfg of anti-malerial Api.
Let us see how long market ignores Wanbury and continues its obsession with “Kachua Chaap Machhar Agarbatti” , I mean anti malerial API.
What do u think Ace?
apple and oranges are both fruits, but just because both are fruits they dont sell at equal rates. There is a reason behind that economics. You are comparing both very different companies and getting frustrated with one become darling or the markets and other not so much. One should understand evaluating businesses and see how one can take advantage of market inefficiencies rather than feel bad about it. Both have potential.
Your views on Sagar Cement. It has got multiple triggers
– Acquisition of BMM
– Freight railway line – – Fuel and Power cost savings going ahead
– Infra spending in AP and TL
sagar is decent though my preference is shri keshav cements and panyam.
Hi Aceinvestortrader , how about textile and real state sector ….. may i know which one would you prefer in these sectors ?
please go through the blog, there are ideas discussed on the blog in the sectors that you have highlighted.
thanks..i will go through🙂
sorry real estate ….typo
I have purchased a big lot of pantaloons fashions, I am interested to hold it for 1 year, do you have any idea regarding the merger date I tried to search but didn’t find it, also what’s your view on the company,
Please give your views,
pantaloons is average, therefore, its not a compelling story for me.
Sir, what are your views on hcl info is it advisable to enter at cmp
nothing as of now
hello sir… could u please share ur technical views on FB.. we really miss it… it really helped fuel the other side of our portfolio as u have always mentoned..
will do when i have enough time.
Dear Ace.. Which one will yield better, investing in equity or commodity? Thanks a lot..!
i am only focused on equities and that too on small caps. so for me nothing is better than equities.Also, remember equities does not mean broader indices …
Tnx a lot..!
Are you tracking,
1.Safari industries, products are good as I have seen it in big bazaar and other outlets and also they are selling their products through online retailers.
2. Ruchira papers.
safari is decent though at present valuations one should take into cognizance their risk apetite.rest two no change from previous views.
Form AR-2015 of Guj Themis: “The production capacity was utilized to the maximum level during the both years.” Now, even if bigger Lupin deal is there or Yuhan offshoring is there, how GTBL will cater that ?
There is no mention of capex in AR.
as mentioned in the stock story, if the order is big, they would also fund the capex as they had done last time. this is why i keep on insisting on getting some company disclosure on deal. Did you attend the AGM?
No sir, I didn’t attend.
please be in touch with the CS and pressurize these ppl.
Plz dont mind but this is a request only…u now frequently refer to see d various comments n reply on a company when we ask it to u…like I asked about Deccan n u replied to go through d site n all queries n answer on it…when searching by ‘deccan’, only your main report n few updates r showing, not d various queries n your replies on it…requesting u to improve d search engine a bit….thx as always
no sir i wont mind but wordpress search is not under my control and i know its pathetic. that’s why i insist readers to google the blog.
Hi Ace, Just a suggestion. Many people here may not know how to search in the site using google advanced search. Can you keep this info some where visible instead of you repeating everytime? May me in about this site or an FAQ section.
ok will do when time permits although it has been shared numerous times on the blog
Sir, Your views on blue chip tex??
sir your view on v mart for long term and how compared to v2 if we consider liabilities aspect of v2
v-mart is safer and well researched therefore, the returns could be in proportion to growth. v2 is a lot better investment if the risk profile is more than average. i like V2 way more than anything in the sector at the moment.
Can one enter at Hindusthan Safety Glass Industries at current levels?
Thanks from rainy Pune.
no firmed up view as of now
Hi Ace, can you please provide your feedback on Cloud Solution companies like 8K Miles Software or Cambridge Technologies. Also provide your view on Kellton Tech, if you track it.
kellton i dont like. cambridge not too keen at these levels. 8k is way too expensive.
Ace, when do you foresee business cycle upturn for two sectors – Metals and Real Estate – Any insight and which all factors one should keep a watch on..? I am new to investing and hence looking at guidance from experienced one like you.. pls guide
real estate is dicey for me. and moreover we dont know how the black money crackdown would affect the sector. Metals is good for short term trading only…as the sector is marred by slowing down and excess capacity in china.
Sir, whats ur take on Vinati Organics at current price of Rs. 430.. It has sharply corrected from Rs. 575 levels..
in pharma one should stock to the names discussed on this blog rather than well researched ones like vinati, though vinati is ok too.
sir.. ur pharma stocks have already exploded.. too late to enter now.. i made a small profit in mangalam though.. unfortunately booked a profit too soon.. anyways will wait for ur new pick now..
its a classic case of investor letting price action affect his/her investing decision. play on value & growth Vs price mismatch and nothing else.
that was one hell of a bouncer for me..😛
nevertheless i understood that u r still bullish on the pharma stocks discussed here even at these price levels.. but sir.. i have already made the blunder of investing in certain stocks very late.. Pressman Advertisements at 40+.. Associated Stone at 100+.. I will take the advice that u had given me previously..🙂
ha ha ha …it shouldnt be a bouncer man…🙂
What is your opinion on TPP deal on textiles..and its impacts on Ambica cotton,Indo count,welspun,kitex..
Hi……why is Deccan Gold down almost 15 percent in last two days. Hope no bad news and its just because of Rights issue dates open now.
that’s what i said yesterday in a comment. please read the comments before posting. would not be posting duplicate queries pls.
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