Results Update !!!

Aimco Pesticides

Good results with increase in dividends. The balance sheets gets better every year.

V2 Retail

Decent results. Here is the management commentary.

Vidhi Speciality Food

Very good results. The growth continues.

JHS

Average results.

BSL

Bad results.

Rajoo Engineers

Average results.

God Bless !!!

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12 Responses to Results Update !!!

  1. Jk says:

    Sir ..what about cybertech results

  2. Harsh says:

    Hi Ace ! Any idea why Aimco has been hitting lower circuits everyday ?

  3. Shubham Chitranshu says:

    Hi Sir , IS there any change in your views for BSL as their expansion is not reflecting in their sales ?

  4. Amit Mahlawat says:

    Why is interest cost so high in case of AMTL, ace sir?

  5. Nimesh says:

    Hello Ace,

    Will you continue to publish results and analysis on BSL or you are taking it out of your analysis

  6. Pradeep Reddy K says:

    Hi Ace,
    I recently read somewhere that the bull run starts with Large cap and ends with micro caps rallying. Do you align with this thought and do we have to wait for next 3-4 quarters to witness the rally (inspite of earnings growth) in our holdings like Sankhya, Aimco, BSL etc.

    Also would like to know your inference from the recent Sankhya promoter pledge. I have enough conviction on the Sankhya’s potential but would like to know about management quality, please enlighten us, how can we get to know the management better.

    Please share your views. Thanks a lot for your selfless service. Lots of prayers for your good health.

    Best Regards
    Pradeep.K

    • i think if one is justifying these theories and thus waiting for the stocks to turn multi baggers, that’s a very wrong way to handle the portolio. one should have their own conviction on the stocks and once you are sitting on 4 5 10 baggers, one should do a bit of portfolio management. by the way as mentioned earlier, i do not believe in the theory you just mentioned. individual stocks have their own movement.

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