DHP India
Very good set of numbers.
Orient Beverages
Good set of numbers with expansion now coming into play.
Simmonds Marshall
Decent results. increased promoter holding is positive.
BSL Ltd
Mixed set of numbers with topline improving but bottomline taking a hit. Overall the company seems to be on the right track.
Spenta International
Slightly disappointing results and we will keep a close watch on the business unfolding in the coming few quarters.
Gujarat Themis
No surprises in numbers.
Katwa Udyog
The drop in revenue was made up with excellent Operating margins. The company is slated to complete the expansion by the end of fourth quarter. Good numbers.
Pressman Advertising
Stable set of numbers with operational performance being very good.
Wanbury
Subdued set of numbers, though FDA approval a few days back is a good trigger.
Waterbase
Good set of numbers even though input costs escalated but the fact that they have expanded to newer geographies this quarter is good.
Prima Plastics
Decent set of numbers with very good operational performance. Numbers of triggers in place for earnings growth.
Vidhi Dyes
Decent set of numbers with healthy EBITA.
Sankhya Info
Good set of numbers with operating margins improving significantly.
Sanjivani Paranteral
Very bad set of numbers. Company needs to clarify how suddenly the numbers are dropping.
V2 Retail
Good numbers by the company with newer stores starting to contribute now.
Tirupati Sarjan
Mixed set of numbers with topline decreasing but margins improving.
Sahyadri Ind
Good set of numbers with significant improvement in the Operating margins. Need to check if its sustainable.
Aimco Pesticides
Stable set of numbers with good operational performance. Not to forget a rock solid balance sheet.
God Bless !!!
aceinvestortrader 
Thanks for the update…what abt AIMCO results?
Thanks for pointing out. have updated
Thanks for updating..!!!
Ace,
U mentioned V2 results as good. But with 30% growth in topline (due to newer stores) we have lesser profits YOY (Higher finance cost and other expenses). And moreover this 2nd qtr in row with decreased profits. Why do u think they r on right track?
Thanks and regards,
Vinay
in the short term the OPMs would obviously be less. the stores take a few months to become operationally positive.
Good Day,
Need your help, I am. Rebuilding my portfolio from. Scratchfor long term, could you please recommend some stocks… All your picks are already rocking could you please recommend fee which are good picks for. Next two to three years.
hello. you can pick from any of the ideas already discussed on the blog or if you are not comfortable with valuations or something you can wait for a new pick to be announced and evaluate it, research it and then take a call based on your own conviction and risk profile. it appears that you are new to the blog and therefore, let me tell you that i do not do portfolio management and that the investor should learn to do himself/herself. i only present some stock stories i feel that are exciting and have potential. Rest is up to the individual.
Thanks a lot, really appreciate your reply, I went through all your picks and most of them alrady become multibagger, I will wait for your new pick and your research on them. To. Learn, evaluate and invest.
Once again appreciate your time and efforts
Any new business require significant amount of time to leap profits..the same applicable for v2 new stores also…
ace sir,
could u please throw light on tirupati sarjan topline decreasing ?..
i think its pretty straight forward. please atleast read the results..the segment results and you’ll understand why it was down.
Thanks for the valuable update
Dear Ace,
What is your view on Lakshmi Energy and Foods, Sumeet Industries and Mercator.
Thanks, Santosh
no change from previous views on all three.
Thanks for the update. Ace why were the results of Spenta disappointing from your perspective? I thought they were pretty decent. Am I missing something here?
well, its not bad for sure, but was hoping for slightly better operational performance. though one or two quarters here and there for such companies is ok.
Hi ace drop in revenue for katwa was due to expansion work..they had to stop production in between..as told by the cs ..but still amazing to see that bottom line remained unaffected
right
What about panyam’s bad result ??? I tried but didn’t get response.
tried what?
I tried to contact them by call and by mail. but 😦
try again then…
Yeah definitely! The Company has always been doing well 🙂 Your views on Linc pens?
decent on declines for long term.
HI Ace,
Your view on GPT Infraprojects?
sorry dont track.
Okay 🙂 Lol I’m a child when it comes to this but seriously, awaiting your new pick with so much earnestness 🙂 I always tend to read the stock stories of your old picks again and again and wonder how much of research and hard work goes into it. You could publish a book with all of the stock stories and I could keep reading them multiple times 🙂 Kudos to you Ace 🙂
hmm…that’s interesting…
I’m sure many would agree 🙂
i agree. i also love to read stock stories
hi team,
Kindly let us know the best share to buy among all the below mentioned ones. the ones which have good fundamentals and can double i n next few months.
Sent from Samsung Mobile
only god can tell you that.
Hahaha silly question and fantastic reply, ROFL..
Appreciate if you can provide your views on the following stocks
1) Aztec
2)Apcotec
3) Vikas
4) oriental carbon
5)Adil finechem
all decent..not keen on vikas though
Hi,
Few ppl are worried abt panyam results. But This qtr promoter bought 3%.
Thanks and regards
vinay
Ace your views on Cosyn?
no change from previous views
Prima Plastics in Raamdeo Agrawal probable 100 Baggers list.
ok
Ace Your view on bs Ltd.
Top line : 4000+ crores.
Market cap less than 400 Crores.
segment it is working is very imp due to GOI plan of electrification of all villages….
kindly provide your view.
sorry, not keen on it.
sir do you know this guy Willem P Elfrink to whom cybertech has alloted warrants.
Hi ace bro cybertech going to issue 10 lakhs OFCWs(not exceeding) to Willem P. Elfrink. according to Bloomberg profile he is a Veteran from Cisco and now president wpe ventures digitized solutions and his Twitter profile says passionate about smart cities and transformational business outcome.
This deal( if materializes) looks more than a fund raising to me. What’s your views ace bro
yes this is very positive. i kinda know this guy from the industry from his cisco days where he was heading some research programs on IoT apart from other programs. This is indeed positive for cybertech.
Hi Ace, Whats your view on Weizmann?
average..
Congrats Sindhu for 1st Silver medal in Olympic Badminton.
truely…. 🙂
Dear Ace, with your making money appears so easy in stock markets which I know is not so. God bless you for giving us one more gem i.e. Cybertech which is now realizing its potential.
yes, its finally realizing the true potential. and if you have taken the averaging call, you would be in hefty profits and cmp.
Really it tested our patience but the only thing that helped me hold on to this was studying the company and the massive potential its products have ..Thanks ace for guiding us 🙂
Ace bro not averaged on the downside. But adding now after last quarter results and recent development tempting me to add some more.
Aceinvestortrader , yes I have bought cybertech and sitting on 100% profit ! Vidhi 200%, prima 300%….. You are champion of champions. A champion is who creates other champion!
typo *with your guidance. Yes I am in very good profits at CMP. Thanks.
sir, the warrants are issued at 67rs for cybertech…this is very good….i was thinking that it must be much lower. Also, sir you are right…cybertech in its annoucement has told background of the person to whom the warrants are alloted and its the same ex-cisco guy with background on Internet of Things (IoT) … you are too good sir….
Been real busy lately, Ace?
Dear Ace,
Apart from JHS any new pick??
Sir,
your views on NR Agarwal Industries and Estern Treadd
nr – no change from previous views. eastern is ok on declines
Sir your view on setco automotive and medicamen biotech? Thanks…
sorry, no views on both
The Annual report of JHS for 2015 – 16 speaks VOLUMES of the growth that is going to follow 🙂 it’s very well presented 🙂
right
Hello Ace ji…i have posted some queries on JHS , however it is not published yet…can u pls publish the same with with reply to it—Thanks a lot!!!
did not read your comment. its way too big. please write it in few lines. am real busy nowadays. or mail if it can wait for a few days.
Any new Picks???
stay tuned.
Sir pls update about fall in sks micro….
what fall ?
Sir I think something is cooking in sks what I don’t know….
ok you know better.
sir, whether the fundamentals are good for ‘arrocoated products’? kindly make us know your opinion
decent on fundamentals but one should be mindful of valuations
Sir, what is your view on potential of hcl infosystems?
no view
sir cybertech has more than doubled from your average call yesterday
true…congrats to you
Dear Sir,
what is your view on HEG, Firstsource and Snowman Logistic
heg is decent…firstsource and snoman not keen at this point
Hi Ace, your views on manpasand beverages.
decent on declines
Ace what’s your take on the current situation of Welspun?
not my headache 🙂
Plz share your view on Standard industries ltd, Mukand ltd, Arvind Infra ! Thanks in advance !
1. no view, 2. average , 3. ok on declines
View on SHIVALIK RASAYAN please when u free….
no change from previous opinion.
Hello sir :)….do you think steel sector will perform in near future??? Any stock you like in steel sector??
its living on anti-dumping duties.
Sir,
your views on tiger logistics
no view as of now
Dear ACEji,
V2 is is UC with humongous volume .
Looks like its trying fly to another territory and it may compel you to post 6x update soon .
Management is really upbeat about growth . Thanks for another GEM.
Thanks & Regards,
Prashant
🙂 patience and business performance paying off
sir please share your view on the future prospects of jain irrigation
decent from long term on declines
—moderated—-
links not allowed pls.
ace ur views on tyche industries and vls finance?
tyche – no change from previous views. vls fin. no view as of now
Hello Ace,
Need some advise on my below stocks
GVK Power – 1 lak stocks @ 9.65 rs – CMP 6.2
Unitech 50k shares @ 10.6 – CMP 5.2
Jp Infra 20k shares @ 26 average – CMP 8.5
Please advise to hold or exit, I am holding these stocks since over 3 years. If exit, please advise some good picks to make some good profit.
Thanks
Ramesh
kindly do not disclose trades on the blog. buying or selling is your own decision. i can just give my general perception..
Sorry Ace, Can I have your email id please?
Prima plastics 250+
Thanks Ace and congrats to all those who bought this.
I got a news that many PE firms are looking to get these shares, but are unable to. No one wants to sell them. % deliverable quality is ~85%, which is too high.
kindly refrain from spreading rumours without any substancial news backing it. also, normally for PEs its not very common to buy stocks from oopen market
Hai Ace,
I would like to know your views on prospects of Vaibhav Global, Sahyadri and Archies?
no change from previous views in all.
Would u have any views on HCC’s recent debt reduction, if it can be on watchlist or have potential to turnaround in coming quarters?
i believe the entire sector would be benefit along with banks ofcourse.
Dear Ace,
You old recommendation DHP INDIA LTD is rocking today ..Thanks for ths Gem. CMP 169.85 +11.93 %
Kind regards,