Cupid Ltd.
Excellent set of numbers, hands down. Great Work.
Waterbase
Good set of numbers. The company seems to be on the right track. The price had run too fast and way ahead of its fundamentals and therefore, a slight correction.
V2 retail
Slight disappointment, but not as much as the price action seems to suggest. A slight decrease in the topline has been a disappointment and operation performance took a slight hit because of inventories but this is something that can be excused if it does not become a trend. Also finance cost are high as compared to last year. Another notable aspect is the favorable judgment that they got in an Income Tax Demand case. Yes, it may be appealed by the IT dept. but its positive atleast in the spirit.
Rajoo Engineer
Stable set of numbers.
Tirupati Sarjan
Average set of numbers. One should continue to closely monitor the developments in the company.
Click to access 04087354_A84B_46F3_B778_422972B5D9F3_191745.pdf
aceinvestortrader 
thanq 🙂
Thank you for the update Ace , would like to hear of a new stock from u befor Diwali.
why so?
Dear Ace,
Sometimes I also wonder why would anyone wait for the next idea when there are already so many and each of them a capable multibagger.
And why would you have more than 15 in the watchlist when you prefer a concentrated portfolio 😉
and i wonder why people keep on repeating same questions again 🙂 ….i have 6000 shares in my watch list and … having watch list is different from having actual investments in it.
Regarding Waterbase, CEO’s message section says that “Disease outbreaks in some parts of AP resulted in crop failure”. Do you think Waterbase investors should worry about this?
i think you should also read the next few lines of the same message, which is extremely positive.
Yes, they are.
Thank You Ace
Good heard…Except Waterbase, Holding All..!!!
ok
Dear Aceinvestor, thank you for posting results, I agree with all your headline comments.
On Rajoo, what do you thinking is holding revenue growth, is it lag in getting innovations to generate business, sluggishness in demand, limitation of capacity (unlikely) or a combination.
I am notin touch with their management and their published content including AR do not shed much light on this. Thus thought of request your insights. God bless.
business like that of rajoo will perform as per the real economic scenario. Innovation as you would know has never been an issue here.
Best of luck to all those who are holding these stocks… God bless..!
right….
Cupid- thanks for the update.. results look great.. what do you mean by ‘hands down’?
just a figure of speech… basically results are terrific….
Ace i know u dont discuss technicals here but it looks like prima is going through some solid consolidation am I right?
sorry, i dont discuss technicals here.
OK no prob
eagerly waiting for the spenta’s circuit to open tomorrow. hopefully can buy something this week.
ok
Aceji,
Shall we wait for some time before accumulating V2? The effect of result may take the stock down to 50-55 level.
you should be asking this question to yourself. I am sure you have researched the company
your views on tirupati sarjan result please ????
updated.
Ace, do u advocate strategies like selling half the qty when stock price doubles or keeping a stop loss of 20-25% ? Again should stop losses be related to closing high or intraday high ??your opinion pl.
as mentioned earlier, i dont believe in this theory as its completely flawed.
Please share your view on VTM ltd
no change from previous view as of now
Sir, your views on Srikalahasti pipes results.
sorry, not seen the results.
Hi Sir, could u please suggest ur view on Kitex at current prices.. I have checked ur previous view.. u had said that u r not too comfortable with the price at the levels of 800..
hi sir.. could u please express ur view on kitex garments at current prices.. i have googled the blog for ur opinion previously.. it said that u found it a little expensive at 800 levels.. what is ur view now?
no change from previous opinion.
i meant do u still find it expensive?
i would rather look at a spenta or ambika
ok.. thanks for ur reply.. even I have been waiting for spenta since ur recommendation.. hope i get to buy them soon and before its price touches the sky..
Dear ace sir, what is ur view on mayur uniquoters
decent for longer term
Right valuation for coffee day? Im very keen to enter but would like your view.
not too keen at these valuations
Dear Ace – Your views on Navneet Education. Could not find any on your blog.
its decent for long term.
Thanks Ace. Just curious, what usually is your definition for Short term , Long term and Very Long term. Thanks
short term anything less than 1 year… long term and atleast 3 yrs or more
Will highly appreciate if u through some light on dhanuka agri, Sri pipes. & aifl for short term.
no idea of short term
Sir,
SPENTA INTERNATIONAL Freezing started………
superb
ok
Dear Ace, your views on Uflex Ltd. please!
not too keen on it.
Thanks for replying!
Sir, ur views on AVT natural products
decent from very long term
Hi Ace,
can you tell me how you got in touch with MR. Om Garg last year? I would like to meet him too.
anyone on this blog can tell you…there are so many on this blog who have actually met him. in any case, mail them rather than asking on blogs.
Gud evening ace,
By when can we expect the merger between waterbase and pinnae feeds
Thanks and regards
kindly look at the footnotes of the results declared.
K ace, thank you
Have a great day
Regards
Prima and Vidhi both appreciated today.. High volumes in former and UC in the latter
ok
Hi Ace,
Is it right to enter SKM Eggs at current levels.
Your call please.
Regards
buying or selling is an individual decision based on whether an investor is comfortable with the valuations.
Your valuable views on SKM as I was planning to enter from a 2 to 3 year view.
no change from previous views though.
Sir,
You have written about Rajoo Engineers in Jan. In the current scenario, please share your view on the same.
Thanks.
in one year i expect the investor to have researched the company thoroughly and not be dependent on anyone else.
Ace ji – finally i was able to lay hands on spenta today. …. that was some hard work. Need some beer.
ha ha ha…good one….
🙂
Hello Sir.. Any particular reason for the sudden rise in the price of prima plastics.. I have been googling but nothing did not come across anything concrete
stock price normally catches up with fundamentals
fair enough 🙂
Also whiff in the air on GST since last 2 days or so all the way from fm.
ok
Hi Ace,
granules is going to a value migration from API to FD with a heatlhy growth rate. And Torrent pharma is already into Finished dosages with blockbuster results in last two qtrs and high OPM w.r.t to granules. But still Torrent doesn’t command high PE. Was this qrt result was one off event. Or there is something Which I am not aware of.
I want to evaluate which one has better prospects in longer run. It will really helpful if you can put some light on this.
Regards,
Vinay
the comparison is not valid…. two very different companies and two very different market caps.
Accepted.
Any views on these companies?
both good… but like granules between the two because the potential “as a stock” is better there.
Sir ur Views on Natural Capsules and Ultramarine pigments
sorry not keen on both
Ace, if you are tracking Orient Abrasive, can you give your view on he same?
decent
Hi Aceji,
Any view on Good Luck Steel Tubes? Its Q2 results was very good.
Thanks in advance !
no change from previous views.
Ace,
Deccan gold : National Westminister PLC (thru Jupiter India Fund) acquired 48.98 Lac shares thru right issue, holding increases to 10.49%. Isnt’ it good news?
as oldies on the blog would know i dont think any investor getting in or out of a stock has any bearing on the fortunes of a stock. try to build your own conviction. God Bless
sir,
as per the new rule qtly price band will be applicable to spenta intl
as per the rules as on 30 sep( closing was 87.50 )
mthly price band was 113.75 (i.e 30% of 87.50 )
now qtly price band will be 140 …(i.e 60% of 87.50 )
please check from ur side also …..
i dont think this kind of information add any value to the blog as investors should not be as bothered about price as much as company’s performance.
Sir,
Subex posted good results! Still stock prices are sinking. I feel the company is a potential turn around with management in capable hands,
What are your views on it?
Regards,
sorry not interested in it
Dear ACE
Your views on SRS at current cmp?
Thanks
no change from previous views.
Plz Share your view on KOLTE PATIL . Thanks in advance !
not too keen on real estate companies
Sir ur vies on morepen lab and nithin spinners
morepen not interested …nitin is ok.
hi ace any change in views with respect to pioneer embroderies???
no change from previous views
Wanbury results are out ACE. Don’t look good on first glance.Your guidance and analysis requested.
ok
Even Gujarat Themis seems to be a little disappointing 😦
Result is average bro not too disappointing…this is to be held for a longer period of time
yes, average would be a better word to describe it.
Ace result is average bcuz topline growth is not there..u were expecting them to come out with new products from second half of this year and so far no news about that as well…are u still confident that they will come out of bifr this year itself? Or are things going below ur expectation so far?
i wish management was responding to the questions, though the company is very efficient…therefore, i think sooner or later it will graduate to the next league.
hmmm ya sooner or latter topline growth should come hopefully…
Dear Ace, your opinion on buying MRF tyres at the huge price?
be careful as the industry is facing stiff competition from chinese imports. though within the sector this is one of the best for sure.
Tnx a lot…!!
Dear Ace, in view of the last bad quarter results and the right issue that the company has proposed, please give your medium to long term view on Rubfila International which otherwise seems fundamentaly good.
no change from previous opinion
Dear Ace, not clear about which previous opinion you refer. Also dont find Rubfila in the search option. Request your revert and valued opinion. Thanks.
pls use google on the blog
Thank you for the update on results!