Bharat Financial Inc
Good results. Now its a proxy for IndusInd Bk.
Liberty Shoes
Very good results by the company as expected and increased product diversification. Here is the management take.
JHS Svendgaard
Disappointment set of numbers.
Aimco Pesticides
Very good numbers. Great topline growth, albeit margins we affected on back of rising input costs, but i believe, hopefully, we have seen the worst of OPM in this quarter (and rising sales cannot be ignored). And as a mark of quality business the company continues to generate great cash flows with swelling cash balance and remains debt free with enhanced capacities now online.
God Bless !!!
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Dear ACEji,
thanks for the update . Hope we did not missed our beloved Prima .
Thanks & Regards,
Prashant
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sir, most of your stocks are real gems. I have never seen such brilliant hit rate in micro caps.
the trick is to use common sense more than anything else and just keep it simple.
sir, what’s your take on reliance.
sorry no particular view in particular here.
sir what is ur opinion abt current business of jhs.My channel check suggests slowdown in patanjali sales
it is indeed slowdown as the results show….but there are other factors at play as well..
Ace,
What’s your take on cement companies and in particular Keshav cements as June qtr was subdued due to rainy season. With expansion do you expect better turnover in coming qtrs ?
let’s see with the results.
Sir your take on jhs now. Does your perspective on business is still positive.
Regards
Hi Ace,
Thanks for maintaining one of the best stock market blog. Please advise few books if you can which may have channeled the way you go about stock picking.
Thanks in advance.
i do not rely on book but there are several books available….first get equipped with reading the financial dailies to understand the new and then move forward.
Hi Ace,
V2 seems to be going down. I scoured the net for any news but there isnt any. Just wanted to check..this is only market volatality right?
Thank you for your look out.
Amit
i cannot comment on such short term trends. but overall its been a great wealthcreator and expect people to be on top of their research by now.
Sure thing Ace. Thank you for the reply.
Best regards,
Amit