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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Sir ..what about cybertech results
a ffew are remaining. will post all. pls wait.
Hi Ace ! Any idea why Aimco has been hitting lower circuits everyday ?
only a couple of days… hardly any selling… for me personally i am pretty happy with the progress of company
Hi Sir , IS there any change in your views for BSL as their expansion is not reflecting in their sales ?
pls search the blog on change on view on any stock. also my change of view should not matter to anyone, pls understand this. have conviction of your own and that’s important.
Why is interest cost so high in case of AMTL, ace sir?
just look at the short term debt…its there in the balance sheet.
Hello Ace,
Will you continue to publish results and analysis on BSL or you are taking it out of your analysis
pls check the blog, its already published.
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.