Mangalam Drugs & Organics came out with another quarter of stellar results. Pledge has decreased, interest amount has decreased and profits have dramatically increased YoY and increased substantially QoQ as well, despite almost double the amount of tax paid in this quarter vs Sep ending quarter. Of course, this is on top of substantial increase in both topline and bottom line.
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Good Results..
Thanks Ace! Awesome news. Sky is the limit now…! Lets party.
Gr8!!
While I am a long term believer in Mangalam growth story, I was surprised to see the muted response to the stock price. Is the good result already baked into the market price or is market worried about promoters sale of shares? Ur guidance will be helpful.
i think the results says it all.
Great and Congrats !
sir, the stock market is wobbly….i think this is a good time for recommending a new stock as it would give us a good entry point. what do you think?
ok
sir do you see anything wrong in the granules is it a hold for longterm
holding or not is your decision based on your own conviction. I do not see anything wrong in granules currently.
Awesome results…..be ready for the best upmove
sir wts ur view on jubilant industry..should I buy at this level..plz reply
buying or not is your decision not mine… i can just give my overall view
sir whats ur view on medicaps .. castex tech ..
no change from previous views on both
Hi Ace,
Your view on Genus Power?
not tracking very closely.
sir ur view on jubilant industry.plz comments
hopefully a decent bet at any further declines of around 10-15%
hi ace,
what is your opinion about Marksans pharma after yesterday’s carnage ?
not too keen on it.
sir ur view on
1. Godavari drugs
2.maximaa systems
3.surana solar
4.lakshmi energy
5. il& fs
are the following stocks brought for long term view.. at current prices.
no change from previous opinion on all the above mentioned stocks
Greetings…
Dear sir,
I am new to ur blog…
where can I find ur opinions on this stocks… plz suggest..
regards
ksk
you can easily use google on the blog to search for the opinions.
Happy pongal and makar sankranti ace bro
thanks and wish you the same…
Hi, ur view on Archidply and Racl Geartech?
archidly is decent on declines….though one should be comfortable with possible conflict of interest with promoters unlisted entity which is in the same business…racl no change from previous opinion.
Dear Ace, is there any fundamental change in cupid ? Such a beautiful stock but falling like anything ? Interested to heard about your word of advice on recent performance of cupid !
Happy makar sankrati to you & your family & to other colleague followers !
looks like you have not researched the stock or else a bit of price volatility should not have bothered an informed investor
sir, when can we expect a new idea from you?
hopefully this weekend
ACE,
Happy Makar Sankranti to you & your family.
thanks and wish you and your family the same. God Bless !!!
Happy makar sankranti sir….
thanks and wish you the same
sir you track hester bio ? if yes then your valuable view pls.
overall its a decent company for long term
Hi ACE, Happy Pongal to You and Your Family.
thanks and wish you and your family the same. God Bless !!!
Hi Ace,
Happy Makara Sankranthi.What is your view on Narmada Gelatines and Chemical sector in general?
not keen on narmada gelatines
Hi, ur view on Pasupati Acrylon and DQ Entertainment?
pasupati …no views…dq …no change from previous opinion.
Hello,Ace Happy Makar Sankranti.
thanks and same to you…
Dear Ace,
Your views on Arrow Coated Products , do you think it has a great potential with numerous Patents at it’s disposal .
yes at a price
Dear Ace,
Pl elaborate, not understood your reply, thanks for your prompt response.
Lots of Rgds,
Mohit
i mean one should conscious of the price that one is paying to buy a business. Everything is good at right valuations
Thanks Dear Ace.
Dear Ace,
Could you please suggest whether it is buy , hold or book profits. I am invested in ACP from lower levels.
Thanks & Rgds
Mohit.
that’s something that you need to decide. I do not do portfolio management
sir your views on walchandnagar ind. ?
not very keen
Ace sir, Please share you view on
Optiemus Infracom Ltd.
Regards
sorry, dont track
Current market fall is harsh even to quality mid caps – every day it seems a bottom has been made only to fall further .. Ace – though i understand your general response but whats your view when even quality names begin to fall everyday ..
one should be focussed on their own stock and not worry about broader markets. Atleast the present panic is making investors more realistic with their returns.
Ace sir,
Happy Sankranthi to you and your family…Sir i am adding sankhya, sanjivani and Mangalam in small quantities in this falling market…Will you suggest me to add anything sir…
i would be discussing a new stock today, you can think of it too..
Sure sir…Thank you
sir may i know ur view on marksans pharma
sorry, not keen on it.
Market more pain?your next gems today
markets are made of just 30-50 stocks, and our universe is huge and off that. Also, the fear psychosis is likely to give a better entry point to genuine investors
Ace ji, Ur views on Gujarat Themis result is also expecting
sir, any take on Agarwal Indust corp?
no views as of now
Ace sir,Which time u post new idea today
most likely tonight or tomorrow morning
Sir, Please share your view about Orchid Pharma Ltd.Regards K Harikrishnan
no change from previous views
Ace ji, I mean ur valuable analysis on 2015 Q3 result of Gujarat Themis.
Result announced on yesterday
Q3 results are not announced.
ace your views on optiemus infracom
sorry not tracking.
Thanks!
God will bless u in the holly occasion of Pongal and Makarsankranti as u have avenued me to earn money. you are living God. Now I want your kind suggestion about my big holding around 50000 Stocks of JPPOWER at Rs7.30. now 6.45 should I hold or exit to ride on new running counter to adjust my 50000 loss. please advice me.
i cannot advice on your buying or selling. that is your own decision, but i dont like JP group stocks at this stage
Ace
Pls give your views on Granules. I am holdng this stock at 100Rs level. Do you see it to be another Ajantha pharma in next 3-5 yrs ?
Thanks
its a decent midcap for long term IMHO.
Hi ACE,
though I am regularly visiting your blog, I have just picked “Sanjivani Parental” as my first pick from your selected lot at higher price. I am not worried about the price depreciation, as you have clearly communicated that it is only for the high risk investors. moreover the market conditions are also not so good. My question here is, what would be the best price during these market conditions, if you want to pick some more?
regards,
price at which you yourself are comfortable.
Sir, which is a better strategy for long term investors, a concentrated portfolio of few stocks or investing abt 5-10% in variety of stocks, also is it advisable to diversify in different sectors also? Or to keep stocks of only few sectors.
i only believe in the concentrated portfolio strategy… ideally you should diversify the sectors you choose to de-risk, but personally i do not mind even sector concentration…