Congratulations to all the investors of Waterbase for multiplying their investments by more than Eight times in 1.4 yrs. Sheer Power of compounding as this new update comes for the same stock in less than two weeks.
God Bless !!!
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Recent Comments
God bless you sir 🙂
Keerthi industries looks better than Panyam fundamentally. What is your view on it.
asking the same question next day does not change my view. I think its very clear what is the play in panyam and i am very bullish on it.
I am learning from your posts and not very much conversant with the stock analysis. During comparison I have seen that EPS, PE, EBITDA of Keerthi are better than Panyam. Then How Panyam is better? If you will give few points it will help me to strengthen my understanding. Regards.
how is EPS/PE/EBITA better than panyam ?
Panyam expected EPS for Fy 16 is 20 while Keerthi EPS is 47.55(present).
Panyam expected PE is 3.95 while Keerthi PE is 4.2 (present).
there are reasons for lower PE. An astute investor knows that there are reasons (as mentioned elsewhere on the blog) that markets give higher PE to certain companies on the same sector. If PE is everything then anyone who buys 1-2 PE stocks would make tons of money and therefore, no stock would every trade on 1-2 PE. I hope i have given enough hint. 🙂
Hi Ace, Do you track Beryl Drugs.
yes
Would you like to provide your views on it.
no firmed up view on it
Congratulations to all the holder of stock. Thankyou Ace for a wonderful recommendation. Can you also please share your view on Sona Koyo Steering.
sona koyo is average IMHO
Congratulations to all
Ace, Is it good time to enter Aimco? I believe all the fundamentals are intact. Thanks in advance
dont think there’s anything wrong in Aimco.
Congratulations Sir…, your call is always bang in the mkt whether its Waterbase or mangalam drug…
Hi ace sir,what can i buy at current market.i am see
Frist time your blog.
anything whose valuations are compelling according to you and whose business you understand. There are plenty still available at great valuations.
Sir
Can write more about Beryl Drugs.Its business and fundamentals please.
Rgds
as mentioned earlier, i am not keen on it.
Ace, your views on Inditrade Capital?
sorry, not too keen on it and the sector
Ace, Cupid is rocking today.. 🙂
🙂
The Cupid Arrow does not seem to stop! 🙂
🙂
Ah okay! Rajoo Engineers still under your radar, Ace?
yes
Sir, pressman finally seems to come near my purchase price of 44.. it was a long wait.. but it definitely shows that patience pays.. it seems to be a good up move.. hope the rally sees it touch new highs 🙂
ok
Ace – Congrats. 200cr mcap milestone crossed by… you know who.
🙂
Dear Ace, when is your next recommendation coming?
probably this weekend if i get enough time
cybertech on track to touch is all time highs in a few days sir.
🙂
ACE, purely from risk reward ratio Cybertech or Pressman at CMP?
sorry, for obvious reasons i cannot give preference between the shares that i have recommended
Sure, I understand that. Which of the two has better chances of doing a “Cupid”?
why are you asking the same question again ?
Just trying my luck. But Digital ads seem to be in a nascent stage in India. So they have greater potential. Besides it’s the only one of its kind company listed in India.
no need to push it pls. can give preference.
Cybertech surges 20%..!!!
ok 🙂
Ace, your take on this news on V2?
Firm”s managing director of a Company has been awarded three months civil imprisonment by the Delhi High Court for the firms failure to file details of its assets in a matter pertaining to enforcement of an arbitral award….
What’s impact of this?
was there any management clarification? if yes what do you think?
Should not effect the business as i think….. Ace sir…but where could we find the reply of above matter …..already googled it. Thank u Ace sir 🙂 god bless
on the bse exchanges. i think the reply was filed yesterday itself.
The new CS is Mr. Gautam (99109 55224).
I spoke to him about this. Nothing to worry.
Also, I’ve requested him to come out with a press release when the online site is launched alongwith a roadmap regarding this endeavor. Let us hope he does so.
Thanks for this
Ace, your views on Capital Trust & Arman Financial.
both decent
Superb show by cybertech today Ace!!!! Atlast after a very long wait the stock is convincingly moving up,cheers!
right…
Deccan is trading at 50% lower than recommended price. Do you think it’s good time to average? Or wait for Further downside
no change from previous views
The better news is that Catamaran Management Services, the investment arm of Narayana Murthy, the legendary billionaire founder of the blue chip software behemoth, Infosys, has also decided that Ambika Cotton is a worthwhile investment candidate. In the July to September 2015 quarter, Catamaran has been stealthily buying Ambika Cotton. As of 30.09.2015, its shareholding stands at 117,498 shares.
You are too far ahead , You are Great Aceji !
well, as i say just because somebody recommends it earlier than someone else, does not mean anything. The way we should read is that our conviction is being vindicated by bigger guys and that’s all.
Ace, Please provide your inputs on Unno Industries.
not interested in it.
Ace, there is an update of it getting merged with Pepsico. will it result in better prospects of the company. Your valuable opinion on the same.
sorry, no idea. i am not interested in the company at all.
Prasant – Dont go by the message you get in mobile,read it carefully its PESPICO..fake message..
an important point to note. thanks arun.
Sir, would like to know ur view on vinati organics. Thank u 🙂
please check the comments. have replied a similar query in last couple of days
Dear ace sir,ncl industries is looking attractive to buy at cmp ?
i like shri keshav and panyam from the space
Dear Ace,
I wrote to the CS of Guj Themis to clarify on Lupin deal, capex etc . Didn’t get any response. Lets wait few days. If they wont response at all, as retail independent investor is there any provision(comany act or by SEBI) to take any action ? like RTI.
Thanks,
Abhik
mail again, call them.
Sir,
your view on GM Breweries, thanx
not too keen on it
Any view on rexnord electronics and rts power? Promoters have been increasing stake actively.
rexnord is ok, but one should understand that this year there’s lot of warrant conversion happening and therefore, the EPS would not grow too much. rts decent
Sir Your views on SML isuzu & Trident ltd..
both good
Ace, your views on Tanla solutions? Looks promising. Another turnaround story?
no change from previous opinion
Dear ACEji,
Cupid is 12 bagger now 🙂 . Congrats too all the boarders who are holding it .
Regards,
Prashant
congrats to everyone.
When would Wanbury’s shareholders reap such returns?
do you think such questions make sense?
sir deccan gold’s rights issue is open…i think we can even buy more to get better deal.
depending on one’s conviction, you can take a call at any declines now…probably people are trying to take the price as near to rights issue as possible.remember its for patient investors with high risk apetite, though the potential is huge. so i can average at any further declines if the investor himself is convinced
waterbase boom boom 🙂
🙂
Vidhi At UC
🙂 great
Ace, do you think Shree Hari Chemical exports is undervalued?
no change from previous opinion.
I understand that you do not like the Company much. May I know why, Ace?
where you saw my previous opinion the reasons are listed for the reason.
Ah got it. I did look for your opinion on it before asking you but couldn’t find this then. So you do not think that the products would do well in the future. Could you please share with us, how such a conclusion was made, Ace?
domain knowledge
And your views on KPR industries?
no change from previous views
Alright! Thanks Ace 🙂
Plz share your view on Manappuram Finance ! Thanks in advance !
sorry not keen on it.
Aceji – panyam has shown a strong character. It’s been steady.
no doubt.
Ace, Rajoo Engineer is slowly but steadily on an upward journey. Let’s hope it crosses its 54 week high sooner.
ok
waterbase will hit 200 soon..
and vidhi will hit 100
Am i right Ace Sir?
i cannot see future sir
A beautiful trap question, equally well answered by Ace. But Vinod, hope or prediction comes true. (I missed investing in these gems)
Sir, What u think on DC Bank Now??? Can i invest now??
u mean dcb bank
yes
let it settle down, though on long term i am positive on it.
Ace, want to know your view on Inox Leisure. Thanks
good for long term
if a stock 100% up, then sell half of it and hold remaining as free.
is it a good strategy Sir ?
there is no concept of free shares…there is opportunity cost associated with it..take some shares that have gone up and apply the principle and check for yourself. Also understand that what you do with the money that you got after selling half of it also matters. if that half you put in a looser then whatever you made is lost. Selling your winners is always a stupid strategy. I can keep on writing and discussing about it, but hopefully you got the drill.
Sir,
As Vidhi has doubled from my purchase price, but i still believe it will go long way. My port. consists 100% Vidhi. Will it be good strategy to sell 50% Vidhi and enter in Panyam, as i have convection in it too.
What will be the oppourtunity cost in my case.
Pl guide sir. Ur guidance will be helpful to me.
sorry, i dont do portofolio management
Well said.
Ace, you said your new pick might come during the weekend. Mind giving us a hint of what that would be? Something like a ‘Name this gem’ post you used to publish?
dont think i have time for that
Hmmm alright, Ace!
actually have been real busy for last few weeks … 🙂
Ah yes I can see that 🙂 you’ve not been as quick as you used in responding to queries as well. Well, let’s just hope that everyone gets what they want during the weekend 🙂 Great going, Ace 🙂
Ace thanks for the exciting businesses like vidhi ,waterbase ,cupid, garware etc.
And wish the new enterant to our blog this weekend will be even more exciting.
let’s hope i get the time to write a stock story.
No one wants to admit kscl is a loosing its market share. Investors are selling slowly. These levels value buy or trap? Please can you provide your view as I know your invested to.
i think the issue has also been recently raised on the corporate governance.
Hi Ace
Pls give ur valuable opinion on coffee day IPO. Is it worth parking some money there?
Thanks.
i personally refrain from IPOs and dont give opinions on it. but this is one of the better ones.
is waterbase still a buy?
what do you think?
This waterbase is really a gem!!
Read your recommendations . I want to invest around twenty lakhs
can you guide me
regards
pls look at the names discussed on the blog and research them. then whatever excites you take a call on it.