V2 Retail – Six Times In Two Years !!!

Congratulations to all the investors of V2 Retail who have multiplied their money by over six times in two years.Consolidation in the business and stock over and now we reap benefits of growth in both. Recent Management interview1 and interview2.

God Bless !!!

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279 Responses to V2 Retail – Six Times In Two Years !!!

  1. Patience is virtue 🙂 Kudos to you Ace!

    • kudos to the company and its management

    • pavan says:

      may i know why June quarter numbers of jhs are flat yoy basis.? after reading your nice write up on jhs ,i was expecting that it can show good growth as it has almost all major brands as customers but baffled by flat revenue.any clue?

      • may i know why you have not learned anything from your past experiences. you have been dismissive about cybertech and giving conspiricy theories forever. the company has started living up to potential and giving good results and you were still cribbing. stock price has more than doubled since you started coming out with your theories. As i keep saying, people who live and die by the quarter have a very small life and those who go with the trend have a very “large” life. JHS is not for someone who is short sighted and is not interested in looking at the trend of the business that is developing. Also for any doubt please get in touch with the CS. I personally have strong sense of belief in the business and management of the company

  2. Akshay says:

    Congrats to all

  3. sparsh says:

    wow! it is coming sooner and faster than expected. ACE, can i say balle-balle? 😀

  4. pavans13 says:

    Thanks Ace! 🙂

  5. J says:

    Hi Ace,

    Your views on The India Cements Ltd.

  6. Chanadrsehekara Bhat says:

    Dear Ace ,
    This is a great pick .Please accept my Congrats and Thanks. Keep continuing the good work. Your investment views, reminds me below Warren Buffet Quote.
    “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett.
    Congrats all friends who holding V2Retail. Let our company grow to to new height.

  7. h j dalal says:

    Dear Ace,
    I would like to know your views regarding buy back offer of infinite computer. what could be possible outcome when promoter already own 75%. Do you feel small investors will be at receiving end as promoters will be able to delist shares at cheap valuation. Views of experts like you help us a lot in making important decision.

  8. Ace your new pick coming this weekend? Sorry for asking repeatedly, but I guess I speak for everyone else who reads this blog as all of are earnestly waiting for it 🙂 have you been extremely busy lately Ace?

  9. saurabhgargava says:

    Thanks you sir ! V2 is one of the brightest spot in my portfolio , all kudos to you .
    what’s you view on Godavari Drugs at current price. It has come down almost 50% from its top. I always find it a good company for long term, do you think its a fair price ?

  10. Ramesh Patel says:

    Ace, your views on Sanghvi Movers please…. Though the sector is yet to revive this one seems to be undervalued with improving financials.

  11. Avishek says:

    Hello Ace, Your view on Kellton Tech and Persistent.

  12. sonu says:

    hi ur views on lycos at this price

  13. Sang says:

    Your views on bpl ace bro

    • well, i have no idea why market is giving it so much value. clearly they know something that i do not know. though technically its good. i would rather prefer a sharp at this moment giving the open offer and much better visibility.

      • Sang says:

        Recently there t.v. sets and washing machines have been getting very good response and reviews Flipkart. They have also started selling health apparatus and emergency lamps also.

        • yes, this i know and its pretty well advertised by the company in the markets though i am not sure with health appratus being sold by the listed firm. neverthelss, since the online sales are normally done in severely discounted mode i am not sure of the cash flows. Therefore, i am not sure of the 270-280cr market cap for the company. i would rather loook strongly at foxconn now…std disclosure applies for BPL though.

  14. Rainmaker says:

    Thanks for V2 …small question – i have generally struggled to find a good website/data source showing price and volume movement – numbers and graphs which i can use — any suggestions .. have already checked most google results so it will be great if u can guide

  15. venu says:

    Hi Ace, in the JHS stock story you mentioned that they are working with Colgate. I could see other names dabur, patanjali etc… but not Colgate.

  16. U Sundar says:

    Dear sir,
    V2 retail for long time views please

  17. shreeux says:

    Great Going…!!!

  18. skrai81 says:

    Dear Ace,
    What us your view on Nirvikar paper.

  19. UMESH NARAYAN says:

    hi ace yr view on sharp india can i expect delisting offer after completion of open offer is it buy at current levels

  20. Ace do you think the situation of Welspun would raise questions on the quality of Indian textiles and fabrics over the globe?

  21. abhinav says:

    Sir please share your views on nucleus software especially on their mobile payments software products and it’s long term potential.
    Also on intellect design arena. Thanks in advance.

  22. Vipin says:

    Your views on Amararaja and Motherson sumi

  23. Prakash Patil says:

    A long term investor in stock markets

  24. harshit says:

    Dear Blogger

    may I know what are your key point basis on stock selection and when do you post new stock picks!!


    • my philosphy is already discussed on the blog in comments. please go through it. also there’s no time table i follow for posting any new stock ideas. i blog as a side effect of my passion for stock markets so if i find something exciting and have time i post the stock story. if you want to be notified, you can choose to follow the blog. God Bless !!!

  25. Rohit Gulati says:

    Dear Ace,

    Your views regarding the sensex valuations ,given the sharp rise in couple of months.

  26. Robin says:

    Thank you very much ace

    Your detailed analysis is very helpful

  27. Sanjay says:

    Sir your views on Donear Industry.

  28. hardyboy says:

    how is somany ceramics for long term

  29. Pram says:

    Hi i have invested 20 percent of my savings on Tanla. What is your view on it?

  30. Now Basant Maheshwari holds a stake in Cupid 🙂 You have always been way ahead of others, Ace! Be it Prima, Cupid, Vidhi or Cybertech! All are in the limelight now while it has been ages since they caught the attention of your observant eye. You have been the best teacher for me during my small investing journey. May you shower us with more of your knowledge in making us become better investors 🙂 Thank you for everything Ace 🙂

    • thanks for the kind words. but please understand that it does not matter who discovered the stock first. what matters is that , more the number of people backing the story, better is the visibility and help in re-rating.

  31. Mahesh says:

    Good going ace..

  32. Vee Kay says:

    Dear Ace, Ur views on Snowman logistics Vs VRL logistics.

  33. Prem says:

    Hello sir need your view on “fiberweb india ltd” as they have come out of BIFR and settled down their debt nicely and recently added some new products in their product list.

  34. saurabh gargava says:

    Dear Ace,

    What is your view about SKM egg. Do you think revival is on the card ? i am hoping it will regain its glory in coming 2-3 qtrs ? please share your views.

  35. hardyboy says:

    how is emmbi for long term especially with their r and d being recognized by government

  36. Vishu says:

    Dear Ace…its wonderful being to your blog. you are exactly recomm. the kind of stocks i was looking out for .Can you guide on FCEL ..Future consumer Enterprises…lot of buzz of future story ..as big multibagger …thanks in advance

  37. Parthiban says:

    what is your view on UFLEX..?

  38. Was my comment offensive in any way Ace? I’m really sorry if it was.

  39. aniket says:

    Your view on welspun and delta corp?

  40. get2madhu says:

    Your views on IVRCL? Thanks!

  41. Sudershan says:

    Whats ur view on kirloskar ferro ace.

  42. Prima is a rockstar Ace 🙂

  43. Vee Kay says:

    Gud morning Ace,
    I have decided to be a long term investor with adequate risk taking attitude for multiple gains. May I request you to suggest few stocks for me.

  44. Niranjan says:

    Hi Ace,

    Hope things are good at your end.

    I find JHS very interesting, only fly in the ointment IMO is the court case they have with P&G. In an unfortunate event of losing the case they would need to shell out 206 crores (shows up in Contingent liabilities) which can have a massive impact on JHS as that is twice the amount of their annual sales.

    How do you usually factor such a risk in your investment thesis?
    Thank you for sharing your views and knowledge.


    • these things are already discounted in valuations. first of all, if at all the case is decided “today”, the present networth comes into play. so 1. the case has to be decided. 2. it has to be decided in favor of P&G. 3. even if 1,2 plays out, the company can always contest this in higher courts. This is precisely the reason i am not even counting the positives if JHS wins the case for 600cr… because that could also be contested by P&G. Any business is about odds. odds of how well a business can do, i.e. returns vs capital invested and therefore potential loss of capital. These cases have a huge shelf life and chances of P&G winning along with company not contesting along with all this happening till the networth is not significantly higher is very less as compared to returns the business can generate. I also feel that the management has learnt its leassons and have done their SWOT analysis pretty well and that’s why they have again invested huge amount of money to revive the company. Otherwise they could have very well left the company to die as unfortunately a lot of other promoters (well advertised) have done. By the way we already have a distressed company that has generated huge returns for its shareholders despite having massive contingent liabilities – V2 Retail. Its all about odds in investing and if while researching one has taken all the possibilities to arrive at odds and now, if these odds are in favor, then it becomes a winning bet. in my assessment i have not taken the positives that could come by winning the case. also pls dont forget that in this new avataar a lot of large investors have put in money and these investors would have had that contract analysed by their own battery of lawyers before they would have decided to invest. Anyways, this is just my opinion and i could be wrong. Let’s see how it plays out.God Bless !!!

  45. niraj bhagtani says:

    Hi Ace,

    What are your view on the new Designs Cupid is coming up with like Cupid 2 and Cupid 3 ? would that help in revenue generation and increase in profits ? And also your valuable views on the Female condom industry specially in the Developing countries as the cost is very high compared to the Male Condom.

    And do you have any clarity on the order book after FY 17 ? ,, Thanks a lot in advance sir.

  46. naveenagp81 says:

    Your views on jauss polymers ? ……

  47. Ravi Kumar says:

    What is your views on Patels Airtemp?

  48. Abhi says:

    Hi Ace,

    Request you to pls throw some light on Fineotex Chemical at current levels.. decent valuations, more than 400 specialty chemical products, debt free and decent returns. Technically is it a good time to be in the stock ?? hold or sell right now ?? Regards.

  49. Ami says:

    Aceinvetsor, I am holding den from 120 rs can you please suggest me if i can hold it for long term or sell it loses now?

  50. Johanjohn says:

    Hi Ace
    What is your views on Vguard industries and kitex textiles.

  51. E S Hiran says:


    What is your view on Idea Cellular?


  52. Vivek says:

    Dear Ace,
    What is your view on Supreme Tex Ltd and Ashok Leyland??

  53. Harshad Mehta says:

    Dear Ace,

    Request your view on Rallis India & Ducon Infratechnologies.

    Thanks in advance.
    Harshad Mehta

  54. S N Mishra says:

    I appreciate the skills of aceinvestortrader. JHS looks attractive.Can you analyse the Udaipur cement works, recently out of BIFR, going to take off, with high skilled management of JK lakshmi

      • Sir,the company Udaipur Cement works Ltd is-
        – out of BIFR from Jan2016,
        -presently doing grinding job work for JK Lakshmi cement,
        -JK Lakshmi holds 75% equity, equity after conversion ,equity exceeded 75% which as per SEBI norms sold , which was taken by the Morgan
        -clinker manufacturing facility will be started in Nov/Dec 2016
        -, 200 acres of own mines ,
        -co already in profits with share price of Rs 16 makes it attractive & can be a multi bagger
        I have joined the platform yesterday only & do not know much about the systems, but if possible, can it be analysed by the ACEINVESTORTRADER Team ?.

  55. dipu says:

    Dear ace,
    Please share your views on Alpa lab and Gufic bio. Can we enter Cybertech at this level or wait for some decline. Thanks. Dipu

    • buying or selling is entirely your own decision. please have a look at stock story and relevant discussion on cybertech, build conviction and then take a call depending on your own risk profile.

  56. aniket says:

    Your views on r system international

  57. Ace why wasn’t my comment posted?

  58. Puru Ji says:

    V2 is rolling on new recent highs. Congrats Ace!

  59. k harikrishnan says:

    sir, please share your view about ‘galaxy entertainment ‘ with a long term view

  60. Varun Rajwade says:

    Dear Ace, I have a doubt that I wanted to ask you for the longest possible time. Like you I too am a part-time investor and have limited time. The ease of screening tools means its relatively easy to get a shortlist of 15-20 interesting stocks. How do you take the 15-20 shortlist and zoom into the 3-4 that need deep study. This is where I have struggled because of time paucity.. Thanks in advance for any advice

  61. akii says:

    Sir u have recommended good stock I want to know u r view on pioneer embroidery and Patel airtemp

  62. Som_kumar says:

    Ace…. Thanks for all views and great analysis.
    What’s your views on Basant agro tech – seed and fertiliser play.
    Secondly – pratibha industries.

  63. k harikrishnan says:

    sir, i am holding ‘bambino’, whether it is worth for long term or shall i switch to jhs and fcel? kindly advise.

  64. dr Rajendra Agrawal says:

    Dear aceinvestortrader, recently I came to know about your blog.very interesting. God bless you.

  65. Balachandar says:

    Hello aceji,
    Following from today read your earlier posts & conversations.good work by you.Eargerly waiting for your future posts.
    Thanks & regards,

  66. Birsha Haldar says:

    Hi ace,
    Do u know at what price promoters are issuing warrants to themselves in V2. Is the price at EOD of the board meeting??

    • there’s a very clear sebi rule on this.rule is – the equity shares shall be allotted at a price not less than
      higher of the following:
      (a) The average of the weekly high and low of the closing prices of the related equity shares
      quoted on the recognised stock exchange during the six months preceding the relevant
      date; or
      (b) The average of the weekly high and low of the closing prices of the related equity shares
      quoted on a recognised stock exchange during the two weeks preceding the relevant date.

  67. saban says:

    Hi ace,
    Just to follow you.

  68. Roshan says:

    Happy Ganesh chaturti and happy teachers day to you Ace 🙂

  69. Vivek says:

    What is your detailed view on Sterling Biotech?

  70. pavans13 says:

    Dear Ace, Happy teachers day and happy ganesh chaturti. 🙂

  71. Vivek arora says:

    Sir …good morning
    I m very much convinced about sharp india …coz of mnc promoter n a unique brand …n also presence of u …bt sir wanna ask a question to yu sir the main trigger in sharp india is only a open offer n may be a delisting offer or any other. …..sale is down in last 2…3. Quarter. …

    • open offer is not at all the trigger. the trigger should be the plans that foxconn has for sharp. foxconn is the right thing to have happened to the company IMHO

      • Vivek arora says:

        Sir pls don’t u mind why sale drastically down in 2015 compare to 2014 in sharp india …..any reason …. planning to invest in sharp india haven’t in my dp so I can’t ask with company coz they ask for dp holdings ……..
        No doubt sir it can grow business dramatically..

        • i think you have not researched at all. sales would obviously be down as there were no orders from sharp and that again was because on the background the takeover was going on. I would strongly suggest you to go through the news associated with the developments. All this is discussed on the blog so kindly go through the comments and due your own diligence.

  72. Chanadrsehekara Bhat says:

    Happy to see V2 in triple digit (CMP Rs.101.25/ 52 weeks High.)..way to go. Excellent pick Ace. Thanks you again.

  73. Sang says:

    Ace bro Belated Ganesh chaturthi and teachers day wishes.
    Your views on good year India ace bro

  74. Dear Sir,I am impressed with your analysis power, I am also a small investor & searching multibaggars, As per my analysis, Udaipur Cement Works Ltd,can be a multibaggar, it is out of BIFR, already in profit(small), expansion of clinker project shall start production in 2-3 months I have discussed earlier on this platform,Can you comment on it , can it be a good investment ?

  75. sparsh says:

    Dear ACE,
    Could you guide us on some method/strategy/blog post as to how to deal with portfolios in such times – when the market is nearing its all time high in PE terms. It is bound to correct from here.. how to manage the portfolio..
    Will be highly obliged.


  76. skrai81 says:

    Dear Sir, what is you view on Shirpur Gold

  77. Rohit Gulati says:

    Dear Ace,
    Want your inputs regarding Sanjivani …its down drastically .Can this be used to average ?

  78. Gyanendra Agarwal says:

    Dear Sir, I just learned about your blog. When are you posting next idea? also, is cupid and v2 retain is still a good buy at current level?

  79. Rohit says:

    Hello Ace,

    Your View on SNL Bearings
    As Per My Analysis it has Good ROE,Operating Margins, Promoter Holding Increasing (74% Now),Less Debt,Dividend paying Company ,Decent Sales and Earning.

  80. Guru says:

    Hello Ace,

    Why Rajoo is not moving. Will it ever move? Is it safe to hold positions?


  81. PeeKay Sharma says:

    Hi Ace, do you plan to post a new idea any time soon? have been waiting eagerly 🙂


  82. PeeKay Sharma says:

    Hi Ace, Whats your view on Vedavaag systems? Thanks

  83. UMESH NARAYAN says:

    hi ace i have a doubt regarding sharp india as per shareholding on bse sharp corporation is already having 75% stake in the company so who is taking over the company i am not able to understand ,

  84. Sang says:

    Hi ace bro good news for water base. Tailwind have started for this sector. Hope for good performance by the company. Hope there is no flood this time around.
    Link for the news http://wap.business-standard.com/article/economy-policy/us-cuts-anti-dumping-duty-on-our-shrimp-import-116090800960_1.html

  85. Niraj Bhagtani says:

    Hi SIr,

    What are your views on ICICI Prudential Life Insurance Company Ltd IPO.

    They are planning to offload 12.65 % shares at the price of 5000 CR which would give it an Market Cap of 39525 CR at the P/E of 23.91.

    Not sure if the figures are correct because I have calculated them myself taking into account that there previous years profit was 1869CR.

    Do you find the IPO to be Expensive ? Or is there money to be made.

  86. UMESH NARAYAN says:

    hi ace is this the right time to buy max venture for long term

  87. UMESH NARAYAN says:

    hi ace are you tracking uv boards

  88. Girish says:

    Any new recommendations you will be posting.

  89. Vimal says:

    Hi, ur view on Shree Pushkar Chemicals and Fertilisers?

  90. ganesh says:

    Hi Ace,
    What is your view on Vivimed Labs?

  91. Sudershan says:

    Whats ur take on pricol,jamna auto, banco products and rico auto and the auto ancillary sector in general

  92. Ace why has the market given a relatively lower PE to Siyaram while Raymond quotes a much higher PE? I observe that Siyaram has grown pretty well over the years and has been profitable as well. Am I missing something here?

  93. Suneetha says:

    Vidhi looks at strong support around 52 which has been the 29Feb16 lows, when the nifty was 6877, Descending triangle also being formed !

  94. Suneetha says:

    Plz share your opinion on Tourism finance corp ltd. Your Gut feel reg whether Nifty takes U turn from 9000 to 7000 or 9000 Breakout reaching 10400 !!! Thanks in advance !

  95. I want your advice on the following stocks:
    1. Sal Steel 2. Sanwaria Agro Oil 3. Andhra cement 4. 3i Infotech 5. Pil Italica Lifestyle.
    Please guide me whether these are investiable for long term.

  96. Vishwa says:

    Hi Ace,
    Guess will learn a lot from you,

  97. Niraj Bhagtani says:

    hi Ace,

    Your views on NRB Bearings ?

  98. UMESH NARAYAN says:

    hi ace is pil italica a buy or avoid at current levels hope to receive either buy or avoid reply from you

  99. pruthvi says:

    Dear ACE, your view on MBL infra pls.

  100. skrai81 says:

    Dear Ace, what is you view on Stanrose Mafatlal Investments & Finance Ltd.

  101. Manish says:

    Hi Ace,

    Requesting your reply on my mail.

  102. Balachandar says:

    Hi ace,
    What about granules India is it good for long term

  103. Rajendra says:

    Dear Ace, your views on Sanghi Ind please. If it can b held for 3 yrs.

  104. johanjohn says:

    Hi Ace
    Could you pls share your views on Auto Ancillary sector in general and Steel Strips Wheel and UCAL Fuel systems in particular.
    Many thanks

  105. J Gopal says:

    Ace, Cupid will trade in NSE from tomorrow

  106. sukant says:

    are you still positive on Sankhya Infotech?

  107. RightStock says:

    Hi Ace, The much awaited news of NSE listing is done. Cupid on Upper circuits.

  108. okumar says:

    Dear Ace,

    I am new to this blog. Just started reading and wanted to know few details.
    1) is there any specific schedule for announcing the new stock recommendation?
    2) I did not see CMP(Current Market Price) of the stock is not listed, in the stock recommendation. Providing CMP, would eventually help new followers like me to understand how the stock has performed.

    Thanks & Regards, Ravi

    • 1. no. 2. how does it matter how the stock has performed. i am not here to “market” the stocks i discuss. one should look at the stocks discussed and take that as a headstart for their own research and see how their conviction develops. This blog is not a service and just a hobby of mine so do not expect any blind takes. Please try to develop the understanding of the business rather than taking the blind route

  109. Balachandar says:

    Hi ace,
    Thanks for your view on granules india
    What about TV today network is it good for long term.thanks in advance

  110. Girish says:

    Eagerly awaiting your new high yielding recommendations like Cupid.

  111. Suneetha says:

    Plz share your view on Ducon Infra ! Thanks in advance !

  112. Rohit says:


  113. Prem says:

    Ace sir, Maneks have increased their salary to double form previous year and commission to whopping 5% from 2%. This will damage the bottomline for a longway to come found in AR. Need your view on this sir.

    • are you talking about vidhi ?

      • Prem says:

        Oops sorry sir, yes i was talking about Vidhi……”Maneks have increased their salary to double form previous year and commission to whopping 5% from 2%. This will damage the bottomline for a longway to come found in AR. Need your view on this sir.”

        • well, ofcourse they are trying to reward themselves a little to generously, but saying it will damage the balance sheet is a long shot. they have done well to earn this. look at the performance of the company on operating metrics in the last five years. having said that ofcourse, 2-5 is a little too generous 🙂

  114. skrai81 says:

    Dear Ace,
    What is your view on Divyasakti granite and ION exchange

  115. Rohit says:

    Hello Ace ,
    Your View on JYOTHY LABORATORIES LTD(MIDCAPCompany),Broke Out Life Time High Today.
    My Analysis:Positives:Decent Top line and Bottom line,Good ROE(Not as Good as Compared to Peers),Good Cash Flows,Dividend Paying Company
    Negatives;:Long term Debt is High(But can Be managed,if Growth is Sustainable),Dividend
    Payout Ratio Coming Down.
    CFO is less than PAT.

    And ACE,Could you also please give your view on ADCC info (BrokeLife time high)
    Postives; GoodROE andOperating Margins
    Negatives: Negative Cash Flows and long term debt is higher than the Market cap of the company itself),but the Business of this Company is Unique,

  116. pruthvi says:

    Dear sir, kindly provide your view on LLOYD ELECTRIC.
    Is it a decent one for investment?
    Lloyd electric is also planning to demerge consumer durables biz . it will call for a rerating and value creation. your opinion/view pls.

  117. pruthvi says:

    thank you.

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