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Monday, December 9, 2013

My Hidden gems/Multibagger recommendations for all of you

Just around a month back penned the below note for the paid members.Some prices may have changed a bit.Hope it will help the readers too in making cool bucks.


Request granted:-

Members often come with different request as far the calls are concerned.To summarize them and answer all of them in once, here's what I came up with.You can buy the counters at present market levels.

1)I want a scrip which will protect downsides but will continue to provide me solid dividend yield of 5-6% for coming several years?

Ans)Jenburkt pharma ltd(cmp 70)



2)I want a midcap bet which has all the ingredients to be a large cap.It should be able to generate huge amount of cashflows,a market leader and a counter which must posses amazing return on equity?

Ans)Symphony ltd(cmp 375)

 

3)Name a penny priced stock,probably a turnaround candidate with a good business model and decent pedigree in place.It should have the possibility to be a 10-20 bagger in the coming 3-5 years?

Ans)JHS Svendgaard lab(cmp 5)

 

4)I have made good money in demerger cases,examples are numerous from reliance to Indiabulls.Name a counter which is a demerger candidate and which will provide huge gains in the years to come?

Ans)Microsec ltd(cmp 22)

 

5)Tell me a bank bet with high growth potential with a high dividend yield?

Ans)Jammu Kashmir bank(cmp 1280)

 

6)A largecap stock which you feel will double over a period of next 3 years?

Ans)Kajaria ceramics(cmp 230)

 

7)Name a counter which has been a massive flop but may be a huge multibagger like your previous recommended counter like La opala,cera canitariware and wochkhardt.Little bit of risk is affordable?

Ans)Jai balaji industries(cmp 16)

 

8)A bet which has already achieved your target but can even double from present levels?Please name a high growth bet?

Ans)Acrysil ltd(cmp 130)

 

9)A profitable company with a great management which you feel already deserves a very superior price but is undervalued for unknown reasons?

Ans)Tata Elxsi(cmp 228)

 

10)Just for sake of curiosity, name five small cap companies which you are presently researching actively?

Ans)Stone India,Mukesh babu financial,Elegant marbles,Titan biotech,DR Agarwal hospital.



btw:People looking for midcap/smallcap positional call professional service may rush a mail at my mail id arunsharemarket@gmail.com to know more about it.

64 comments:

Deepak kumar Prasad said...

Do you think the promoters of JHS Suvengaard are trust worthy.


The collected money through ipo for their another company named Sunehari exports which was in the same line of business. Where is that company now ?

Arun Mukherjee said...

I haven't found anything which makes them unethical.And when any private equity invests in any counter,all management related issues get addressed automatically.

Rohan said...

Tata Elxsi is at 328 and not at 228 which you have given...it has gone up 50%..do u still recommend?

Arun Mukherjee said...

Check the note properly and you will see why the prices are different than the given ones.The note was penned for paid members a month back.As long as Tata elxsi holds 300,it will outperform.

Zain Abid said...

HI Arunji,

What about your call on Arrow Coated LTD. I think they r working on a very fresh concept.

Hw dependable are the management people? Have you ever contacted their management?

They r having a lot of patents for their product, see one example
http://t.in.com/aEBK

rgds

Arun Mukherjee said...

I missed it at 11 bucks just coz was planning to visit them and study the whole company in detail.Amidst it more than tripled.Hope it obliges with some corrections.A very interesting company overall.

Anonymous said...

are you very sure about buying Jai Balaji @current level (14 rs)? company is not showing good and continuous growth... fundamentally not looking good... is your suggestion based on NEWS?

Arun Mukherjee said...

It needs to survive 6-8 months,if it can then its a great buy at present levels,if it cant,will move to ashes.

Anonymous said...

arun,are you sure about microsec,it will demerge all the business in future,without bringing any IPO?and how can you say Shasta&forsee willbr game changer?after read your blog I will contact them for Shasta franchises, in kalyani,they told we are not looking to create new franchise in Kly,now we are look in Kol,howrah,this attitude is not right,if they will become a pan India presence then they will correct their attitude in primary stage,other wise investor of this company suck their thumb.what do you think?

Arun Mukherjee said...

Give them some time,they just started.And even if everything flops company has got a book value more than double the cmp,cash in books worth 125crs with marketcap of just 85crs.So the entire business is available for free.The promoters attitude has been good too,they have hiked their stake from 55% to 70% over a period of last few yrs.

Nilesh said...

Arun

Any stock calls for free users?
I don't have much money to invest heavily....
I m small mango people.
Can you help me with 2-3 stock calls if that is possible? investment horizon - 2-3yrs

Arun Mukherjee said...

We all are mango people here..Buy atul auto,microsec,ptc india fin,jyothy labs,jai balaji,symphony,jhs,mercator,selan etc

PJain said...

Dear Arun,

The below is the feedback from one of the research analyst on JHS:

These promoters are running many companies operating in same field.If my memory is correct ,earlier another company ( Sunehari Exports) by the same promoters collected money from General Public and disappeared from stock exchanges.Later they came out with JHS and collected money .Now they are claiming they lost business due to some issues with one of its major client.I expect these same promoters will come out with another company in future and collect money from public and this game will go on .I am not interested to recommend any company promoted by such promoters.

Pls provide me your input.

Thanks & Regards,
Praveen

Anonymous said...

why are you recommending JHS? I found this article about one of their investors - Tano Mauritius. Though it's a four year old article, the same group of investors still hold majority share in JHS.

"How can 38 companies have same office and phone nos." I feel the investors are dubious and pumping in black money.

http://creative.sulekha.com/sebi-its-systems-fail-to-identify-the-investors-one-address-38-investors-all-via-mauritius_456225_blog

Arun Mukherjee said...

Jain ji,

First of all its all upto oneself regarding what to buy and what not to.If one is convinced about something he may well go about it else should refrain.

Nikhil Nanda is a first generation entrepreneur aged around 38-40 now.The one sunehari exports ltd in contention was established in the year 1990.Now in no way a 15-16 year old guy would venture into such a tough business that too in those times,when outsourcing itself sounded absurd.Nanda's company was called sunehari oral care(1997 estd) and mind you it was a proprietary firm and not a limited concern.So am yet to get any linkup between the two.Anyways would try to dig more..

Arun Mukherjee said...

Whatever be it,Black money or real one or white,no one can prove it.Rather one can fathom a bit by looking at the investments made by tano other than JHS.Shilpa medicare was a big hit,anil printers,dcb all are sound investments made by them.That clears all the doubt I presume.

PJain said...

Thanks a lot Arun. I really love constructive discussions until we get the right thing about any company. My only aim is " AAM ADMI Zindabad. Let us get their blessings. Let every indian get Roti, Kapda and Makaan". I have faith in you and your guidance. Still I believe lets dig more deeper to figure out whether it a gold mine.

Arun Mukherjee said...

Jain ji,

I share the same view with you too.But to win in stock markets you need to construct a diversified portfolio.Even if something fails,something else will make sure you make tons.

PJain said...

Correct

raj shah said...

Hi Arun sir, can u suggest agood delivery stock which will make our new year really happy?

Arun Mukherjee said...

I did actually,Tata elxsi was the Special Diwali call.Anyways working on few penny stocks,would soon post them

Anonymous said...

Hello Arun ji... what's your view on PVPventure? should someone with 2-3 years long-term can invest?

Arun Mukherjee said...

A good company run by not so good promoters.If promoters show some commitment,scrip can do wonders.

raj shah said...

Hi Arun, what are your views on LINDE(I) ?

Arun Mukherjee said...

I dont track it so wont be able to comment

Nirav Karia said...

Dear Arun,
Whts ur view on Liberty shoes and j&K bank.
Thanks
Nirav S. Karia

Arun Mukherjee said...

Both are a buy for me.

Anonymous said...

What is your view on Firstsource solutions? it is the time to enter the scrip

Arun Mukherjee said...

Looks good but there are much better bets available

laxman rao said...

Arunji;HSIL is good long term bet?

Arun Mukherjee said...

yah it is..

Pankaj Jain said...

After reading the above comments regarding JHS Suvengaard .The company is making losses from last 2-3 years .Are you still think it is still a good stock to hols

Anonymous said...

Hi Arun,

What is your view on Spice jet, Union bank of india & Ceat at current levels

Arun Mukherjee said...

Ceat may move a bit higher coz of the momentum,union bank and spice jet looks good.

Arun Mukherjee said...

If reading after 100 comments you are yet to understand jhs,its better you leave it then.

Anonymous said...

Hi Arun,

I am holding Jai Balaji from past 3 yrs. my Avg price is 55 Rs, shall I avg at this price or do u want me to wait for some time, Pls suggest.

Thanks,
Abhinav.

Arun Mukherjee said...

yup can average

Anonymous said...

Arunji,

Could you please share your views on IVRCL and Hind Dorr Oliver ? Can these be multibaggers after the price crash?.Was thinking of entering to recover losses from Marg .

Arun Mukherjee said...

Both should do well once the infra theme gets fancied.I like the biz model of dorr oliver.

Anonymous said...

Arunji,

I am holding TRF and Tecpro systems at higher prices.Can I average at the current levels?.Will these ever recover?

Arun Mukherjee said...

Tecpro will continue to have a horror time for sometime.TRF being a TATA play got a much better future.

Sangeeth said...

Dear Arun,

What is ur view on VBC Ferro and Patel engineering?.Can they be multibaggers?

Regards,
Sangeeth

Arun Mukherjee said...

Very positive on both of them.

Anonymous said...

Hi Arun,

What is your view on Hanung toys?.Is it worth a buy at current levels?

Arun Mukherjee said...

Amazing business but some decision went wrong.Company in a mess.Needs to survive few quarters.

Vijay said...

Hi arun, you mentioned you are positive on the vbc ferro. Are they getting the gas? Also why the sale on QoQ gone to lakhs from 12-15 crores couldn't understand. Still holding as per your call for years.

Arun Mukherjee said...

VBC ferro is trying hard to make all ends meet.Lets give it some more time.

Anonymous said...

Do you think spicejet a worth bet still as several competitors jumped in. Any chance of going back to 30 where I invested a lot.

Vijay said...

Will wait for vbc ferro. I have 600@183. Do you advise averaging now or in. Today's fall which one is worth looking into yours. Which one you will put if you have money.

Anonymous said...

Arun, I feel sorry for you. Whenever you insist on some of the stocks strongly it abyss which you are getting brutally hammered. On the other hand some of the silent recommendations meets more than providing x baggers which makes people leaving out. Your calls are in either side. It will be black or white not grey.

Anonymous said...

Quite a lot of on your list. Very confusing and need to write it in chit and to select to put money

Anonymous said...

Dear Arun,

What do you think of Madhucon Projects?.Can it be a multibagger from current levels?

Arun Mukherjee said...

With Air Asia competition would hotten up for sure.Let c how spicejet cope with it.

Arun Mukherjee said...

Vijay,
Stay put with whatever you have on vbc ferro.

Arun Mukherjee said...

Madhucon got massive amount of debts in its books.Nearly 5000crs of debt,till interest rates see must softening,would be hard for the company to breathe easy.

Arun Mukherjee said...

Its not about quite a lot,its about what gets you in with the prospects.

Anonymous said...

Suggestion to your PMS strategy - ask for the client profile risk and can decide investing rather treat ill all profiles as equal risk. Segregate as aggressive, moderate and conservative. Then both will not be disappointed. Hope you won't be frustrated with my advise.

Arun Mukherjee said...

Surely will do that.Appreciate the suggestion.

Anonymous said...

Arun Mukherjee said...
It needs to survive 6-8 months,if it can then its a great buy at present levels,if it cant,will move to ashes.

December 12, 2013 at 2:06 AM

Hi Arun,

regarding Jai Balaji you said that it has to survive 6-8 months otherwise it move to ashes. At present situation will it survive or not, I am huguly stuck in that want to average.

Thanks,
Vikas

Arun Mukherjee said...

Am pleasantly surprised with its recent EBITDA of 25crs.But its not getting iron ore to run its plant.Till now no news has come from the ministry on its coal block.86crs interest a quarter is killing the company.The mess is intact,as I said earlier it needs to survive for few more months to get back on track.

Anonymous said...
This comment has been removed by a blog administrator.
metu said...

Thrs life after conc,jhs and balaji.Jhs and balaji will get back to much higher levels.Conc too wd follow suit after relisting.

Disclosure-Buying jhs,balaji on a SIP method

Kapil Deshmukh said...

Hi Arunji,

what is your view on Tilak Nagar Industries? buy?

anand maheshwari said...

want a scrip which will protect downsides but will continue to provide me solid dividend yield of 5-6% for coming several years?

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