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Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
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Archives : Old artciles

Tuesday, May 27, 2014

Words of Wisdom and the paid stock idea:-Transport corporation of India ltd

Words of Wisdom/Words from experience:-

Often in my tweets have mentioned this market reminds me of the bull market of 2002 to 2007.Now during those days,I was what a kid of 14-15,bunking school classes to know more about the market stuff.Had no demat accounts and dealt whatever I could with the small amount of money dad had in his account.Though I was lucky to earn 45 bucks in Wellwin industries,the subsequent blunders cost me nearly everything.In the present scenario,often members are upto interesting mischief(read mistake),and they are so alike to the blunders I committed in my early teens.Am penning 3 mistakes which really changed my life for good.Often blunders help you to get better than ever before,you understand the methodologies and if you can learn from them,you ought to perform way better in your future dealings.

1)In the very early stages of my life,I was churning the portfolio like hell.The lure of easy money and the childish excitement cost me a fortune notionally.Knowing all the details and after doing those childwood due-diligence, I bought Ttk prestige at 25 only to sell it at 30 around a week later.Got into Havells at 5 to exit at 6(adjusted split bonus).Today Ttk quotes at 3200 bucks and Havells at 900 respectively.

Lesson:In both the cases I made money.On a percentage annualised term,those were big but too miniscule if compared to the returns they would have provided if those were held on to even today.There was no obligation to exit them,but the greed of easy money took the better out of myself.Profit booking is a good habit but the longer term always provide big returns.Stay put in a business till the growth is intact.Active portfolio churning would never make you rich but ya your broker may well become your best companion as long as the chapter continues.

2)Just by using logic, I zeroed in on a counter called Kec international.Hailing from the coveted RPG stable it was one of the largest power transmission companies in Asia.Am not putting the whole analysis but opted for it at 16 bucks.The next day it nosedived to 14,a week later to 12 and a fortnight later to below 10.It was too much of a tension,money going down the drain and folks at that age,even 10k was like a million to me.Kec dropped more and I couldn't take it.Sold it off at one ago when it was finally below 8.Was kinda relieved,felt it would come to 5 and would buy more.3-4 years passed by and Kec moved to 800.

Lesson:Understand what the company is all about.Read as much as you can.The more amount of confidence and conviction you got,the higher the chances of returns.Market is all about greed and fear,they pay no heed to short term emotions,let alone relation with the intrinsic value or inherent fundamentals.But markets seldom overlook quality or value for long.If you have got a good company,stick to it and buy more provided the conviction and margin of safety is at helms.

3)Bought into a counter called Alphageo at 60 bucks with high amount of conviction backing it up.I already had the experience of Kec and hence even when it moved to below 50,was cool and kept holding it.What followed was pure frustration and boredom of your's truly.Entire markets moved up,its peer like Shiv vani moved 4 times yet Alphageo stayed at around 65.A year and a half passed by,alphageo traded at below 70.Out of depression,I exited at 65 to move on to some other counters.Within 20 months,Alphageo went on to hit a level of over 1000 bucks.

Lesson:Even if the market doubles, triples or quadruples and your quality stock is around your acquisition price,don't get bored but stay put and if possible add more of it.Your patience may well get tested but ultimately the conviction would be rewarded.It would also be prudent to note that when those overlooked superstars move,they really move big and results in massive 10-20-30 bagger gains for its owner or the stakeholders.Even the great Rakesh Jhunjhunwala got bored of Hawkins and sold it at below 100,as we all know hawkins quote over 2000 bucks this days.Learn and earn folks.Happy investing.





Quote:In a matter of less than couple of weeks,TCI delivered a spectacular return of 40% for the members.Enjoy folks.Its funny how market rewards a particular stock so fast,what I presumed would be achieved in 9-12 months got done just in 12 days.

High Conviction long term bet:-

Scripscan:Transport corporation of India ltd
Traded in:Nse-Bse
Buy range:124rs
Target:170rs
Percentage return:40%
Duration:9-12 months
Long term call:High conviction bet,expect 30% CAGR for next 5 years.

Quote:Was discussing about TCI with Ram,great mate of mine who also happens to own a lot of TCI.He was kind enough to forward me his note.Am aligning my thoughts with his note for the same.

Business+Moat:TCI is India's leading Multimodal Integrated Supply Chain Solutions Provider with a Global presence. With expertise developed over five decades, customer centric approach and extensive infrastructure,TCI today moves 2.5% of India's GDP by value.In a highly fragmented road transport sector, TCI is no more a commodity kind of player but a business driven by Brands and Networks => moat => pricing power. Apart from moving goods, TCI doing more complicated works like 3PL,inventory management, order processing, delivery, payment collection, labeling &packaging, warehousing and storage.

Management:Very important criterion-the people whom you are dealing with? If you get it wrong,then all other facts and numbers become unreliable, everything is a  waste of time.Good conservative Management with over five decades of experience.Governance and disclosure standards are high from the legacy of being listed over 4 decades since 1974. Now, infusing young blood with Vineet Agarwal elevated as MD last year,only raises hope. He is not only the face of the co but represents the industry on many issues.

Asset size:Covered warehouse space of mammoth 10 million sq ft, 7000+ fleet of customized vehicles (1500 owned), network of 1000+ IT enabled offices, call centers across India, 5000+ strong trained work force, 4 cargo ships, nearly 200 properties across India, presence in 4 countries, 10.5MW wind forms, high potential JVs etc. Can you duplicate the setup (replacement cost) for 900 crs?Imagine how many years it will take for anyone new to come up with such gigantic stuffs.

Opportunity size & Scalability:The country’s logistics sector is expected to cross US$200 billion by 2020 from current size of US$125 billion.Logistics is middle infra, hence a direct play on economy. In 2007, India was barely $1trillion economy but now kissing $2trillion.Despite current hiccups, hopefully set to double in 6-7 years and many more trillions to follow. So does the goods manufactured, consumed, imported and exported. No choices but all things have to be moved, who is going to do it? The great new Indian consumer society consuming like never before, who is going to fill the shelves? Logistics is unavoidable bridge and you have to pay the toll. Obviously leaders like TCI, armed with some finest assets in the industry, will leverage this asset base and benefit.The industry is one of the most fragmented.With technology adoption and the advent of modern sales formats, the unorganized sector is gradually losing out to organised counterparts.

Prudent debt management:Despite being in a capex driven industry, they are very careful with its debt. Net D/E ratio at 0.6 & Longterm D/E at 0.15. Long-term debt is just 20% of total.Interest cover is 4. Highest credit ratings from rating agencies.Capex mostly funded from internal accruals. From 2006-2013, their total capex was 501 crs. During that period, net debt increased only by 123 crs (from 113 crs to 236 crs), means they generated 378 crs from internal accruals over the 7 year period. This cash generation would only increase going forward.They propose big a capex of 230 crs for this year, FY2014— 60 crs from internal accruals & 170 crs from debt. These capex are unavoidable in this business since you have to be ready with infra to seize the opportunity bcaz of likes of GST & FDI. Given their prudence with debt, these big capex may bring short-term pain as higher interest costs but do bring fruits over long-term.

Carving for better margin:Their approach seems pragmatic about growth— knowing topline is vanity, bottomline is sanity.They let go off many deals sensing bad payments.Self-restricting the growth of credit driven TCI Freight, since its debtor days crossing normal 60 days and putting stress on working capital. That’s how they keep the business in rock solid footing.Management tries for better profitability with better business mix. Now, the two high potential divisions SCS, XPS are contributing 55% in sales and 70% in profits. In future the share of SCS, XPS & Freight in sales would finally settle as, 35:30:25 respectively. As high margin businesses taking lion share and improving, margins would pickup.If Management gets things in order, TCI can finally achieve net margins around 8%.

GST proves elusive:Usually logistics grows at 1.5 times the GDP rate. As a direct economy play, lower GDP means lower growth for the co.But I think over a 5 year period, things will even out.GST for logistics is somewhat comparable to what Cable Digitisation meant for Media.It would bring a 15-20% cost advantage and more business for logistics players over 3 years period (single national market, seamless movement of goods across state borders, emergence of hub&spokes distribution model etc). Not only for logistics, the positive vibe of GST will be felt across the board. It alone can lift GDP 1-2%, really big deal for a growth starving nation.GST can be delayed but not denied.With Modi at helms now,things surely can only change for good.

Consistency:Over the last 5 years from FY2009 to FY2013, which was very difficult period for the world trade after the 2008 meltdown,the CAGR of TCI in:-
BV = 10% (rs.40 to rs.60)
Topline = 15% (1350 crs to 2140 crs),
Net profit = 20% (33 crs to 70 crs).
Not expecting anything this fiscal 13-14 as more of a period of consolidation.PAT more or less would be at the same level.
Assuming TCI will continue to grow at 20% rate from now on— which it achieved in the worst period of world trade— net profit will be in triple digits for first time in FY2015-16. And over next five years,say from 2016-17 to 2020-21, they will make 250 crs at 20% CAGR. And fortunately, say, the much expected tail winds (like GST, retail FDI, GDP growth etc) happens soon after election.Then a bit of higher growth can be possible. At 30%, they will net 370crs.At 40%, they will net 540 crs.Over last 10years, 2003-2013—they never had a down year— topline up 4 times (530 crs to 2140 crs) and bottomline up 11 times (6 crs to 70 crs).

Valuation:Last quarter results are on may 24th so not making an assumption.Better to see and pen an update once the same gets announced.For fy15-16 they will cross 100crs of PAT.So at present prices it quotes at 9 times its fy15-16 earnings.Lets put a reality check to its peer group valuations.Gati trades at 15 times forward,Blue dart trades at 20 times fy15-16 earnings.There's no point which should make the leader TCI quote at such a large discount to the peers.Putting a conservative multiple of 12.5-13,I arrive at the target price of 170 bucks.A great high conviction bet.Bet it on for coming 3-5 years to make a pot of money folks.


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.

102 comments:

Anonymous said...

Hi Arun,

Could you please share your views on Deepak Nitrite, Ion Exchange and Bajaj steel.

Thanks,
Rakesh

Anonymous said...

hi arun

superb write-up.

regards

Anonymous said...

Hi Sir,

Aban came up with superb set of numbers. Do you think it can deliver good returns in the medium term.

Thanks,
Abhijit

Anonymous said...

wts ur view on aditya birla chemical...its revenue is increasing every quarter. after buying kanoria chemical plant...I think they are in very good business...it can go upto 500 level...wts ur view

Anonymous said...

Dear Arunji,

What is your view on Jai balaji at CMP 23.20. Can i hold it or sell. pls advice

Anonymous said...

Hi Arun...could u plz share ur views on GTL INFRA & IBIPL.... THANKS

Anonymous said...

Sir, your view about IRB INFRA & JAYPEE INFRA

Anonymous said...

Dear Arunji

What is ur view on Unitech @cmp 26.95 & Ibreal estate @ cmp 86.05 . Both are beaten heavily from 2008 highs. can we enter at present price . pls advice.

Anonymous said...

Hi Arun,
What is ur view on bajaj electrical and DB Corp ?

Tanay said...

Thanks for suggesting this stock. Fantastic returns boss.

Anonymous said...

No big deal arun. 80% of the stocks went up by 40+ % is last 1month or so.

Stocks like mmtc , pfc, rec almost doubled.

There are 100s of beta stocks that almost because 4-5baggers..
So no big deal

Anonymous said...

Alphageo came with super result what's your view?will it surpass previous high?

Arun Mukherjee said...

1)I have recommended deepak nitrite at 250 bucks,tripled now.Still looks good at dips.Ion exchange always been a promising company which never quite delivered.If it can deliver,stock would be a multibagger.I dont track bajaj steel.

2)Aban from the lows of 2000 became a 1500 bagger in 2008 before nosediving again.Its a high quality stock which seems to find its footing back again.

3)Dont like unitech or ib,my pick remains godrej properties.

4)Rest all of the queries are already addressed in the previous posts/comments

Anonymous said...

Hi
How you would evaluate the recent quarter results of Jai Balaji.

Rgds

Saravanan V said...

Hi Arun,
Whats ur view on Multibase india? is it a good longterm bet (say 10 years)?

Anonymous said...

Hi Arun
Whats ur view on gtl infra

Anonymous said...

Hi Arun,

Are you bullish on infra now? What's your pick among IRB, Ashoka Buildcon and Sadbhav Engineering?

Thanks.

Anonymous said...

Hello Arun, How do you see sona koyo steering limited? does it hav good potetial in d years to come?

Anonymous said...

Hi Arun,

Could you please provide your views on Lloyd Electric, Flex Foods, JBM Auto, and Phoenix Lamps. Lloyd came up with excellent results. it is trading at cheap valuations. Any reason for this as it is in White goods manufacturing sector which command higher valuations. Flex Foods also quoting at reasonably cheap valuations. Any reasons?

Thanks,
Rakesh

Anonymous said...

All r good. recommended by anand24243 on mmb...cross verifying the same??

Nani Bommasani said...

Good Day Arun,
I would like to know your view on Fluidomat latest results. To my observation there is no top line growth compare to previous year, Still maintaining good profit margin , and promoter holding up slightly and Dividend % also. I am bit concerning about sales growth. I know this is one your favorite company. Could you please give your view

Thanks
Hariprasad

Anonymous said...

buy Ratnamani metals and tube... target is 600+ in 3 months

Anonymous said...

Hi Arun,

Can you through light on the results of Mafatlal Ind., Nath bio-gene, Panacea Bio & V2 Retail.

Please guide us with your reply.

Regards

JD

Anonymous said...

Whats ur view on Ramky Infra for long term betting

Anonymous said...

what should we do with jk bank now?

Anonymous said...

Arun Sir,
What is your view on
1. Premco Global Ltd
2. Poddar Pigments

Thanks in advance.

Nani Bommasani said...

Good Day Arun,
seems no one expected J&K bank Issue, i think at this stage small investor like me don't know what to do. Can you please give your view? shall we book loss and shift to some other stocks? or hold? Your valuable advise will be highly appreciated

Thanks
Hariprasad

Arun Mukherjee said...

1)Problem with alphageo is it lacks consistency.If it can repeat its quarterly numbers again in the next few quarter,scrip can even hit 500.

2)Bajaj electricals and db corp both are fine bets and should do well going forward.

3)I expected positive EBITDA from jai balaji which came in negative 10crs.Coming quarter numbers should be much better.But there's a takeover rumuor in the market which is making it move up.Also company recruiting daily suggesting better days.

4)Multibase can fly if Driver's Air bag is made mandatory.Already alto has got it.Interesting stock to watch out for.

5)GTL remains a crap.Crap twins.

6)Bullish on irb,sadbhav and ashoka.All quality bets.

7)Sona koya is a well managed quality auto ancilary bet.Stock to do well in the coming quarters.

8)Lloyd,flex and jbm are good quality companies.Soon I feel they would be rerated.Dont track phoenix this days.

9)Fluidomat in an awesome monopoly company.Soon I will post the note of it.Check fluid couplings and its usage,the export potential.How it has hiked its prices without compromising its market share.The service cycle,the spare parts.The price difference of couplings between it and voith is 8-10x.

10)The problem is when something crap gets started,more controversial stuff follows.So better to remain on sidelines.JK bank hopefully will be able to deal with it and move on to make new highs.

11)Very positive on premco global.Talked with its management.Poddar doing well too.

12)I dont track ramky.

13)Panacea bio will do well.V2 retail trying to find its way in its second innings.Dont track the other two counters.

Anonymous said...

hey arun if A.G.perform repeat dec qtr result in next 2qtr then it willbe3000rsfor sure,500rs u will get before in june qtr 2014definetly.

Anonymous said...

Jb industries is it a good bet for medium term

Anonymous said...

Start investing in Poddar Pigments @60 level, 2 targets is 150+
Reason to invest
Return on invested capital is greater than 25
Earnings yield greater than 15
Promoter holding increased in last one year
Promoter holding is greater than 60
Book value is greater than Current price
Price to Earning is less than 10
EPS is greater than 10
Dividend yield is 2
Market Capitalization is less than Sales latest quarter

Anonymous said...

Hello Aruni am regular viewer of your website, thanks a lot for giving replies for all the questions, have seen many of your picks becomeing multibagger, thanks for sharing with us, I have seen you various times you recommending godrej properties, as now bjp has come to power as they are going to provide low cost housing, as godrej properties always sells properties at a higher price as compared to others, just wanted to know how can this he become a multibagger, please answer my doubt, thanks shailesh

Mohnish Agarwal said...

Once u hv recommended basant agro tech. ..currently wats ur view???

Anonymous said...

Could you plz advice me on ivrcl infra!

Anonymous said...

Hi Arun ji, I am having STC India. Please suggest ur views. I want to hold it for 2-3 years.

Nani Bommasani said...

Good Day Arun,
I would like to know your latest view on Mercator, seems it is going down after the results. You still like it and will you still advise one can buy now? any better alternative you would suggest?
Thanks for all your response you giving always.

Regards
Hariprasad

Nani Bommasani said...

Good Day Arun, Did you see any textile sector getting attracted by investors? How will you see this sector for next couple of years? Will you suggest any textile sector stocks?

Thanks
Hariprasad

Anonymous said...

Hello Arun,

What's your view on Asian Oilfield Services? Schlumberger's management. Will it turn out to be a Alphageo or Selan like story?

Thanks.

Anonymous said...

Arun, are you positive or tracking Gujarat borosil?

Anonymous said...

Hi Arun...Thanks for sharing ur brilliant picks....can u plz share your views on alok textile and sterlite technologies

Anonymous said...

Hi Arun what's ur views on ramco industries....Thanks

Nani Bommasani said...

Good Day Arun,
Are you tracking Wendt? What is your view? Even it looks small cap but huge reserves and 3M interest can keep the stock price up. Will suggest one can enter in this stock?

Thanks in Advance
Hariprasad

Jhraana said...

Hi Arun,
Pls review on 'Muthoot Capital Services Ltd'.

Anonymous said...

Plz advice me on orient green power.Can i buy now?

Ramesh Raju said...

Sir

I have bought sintex at 100 & fluidomat at 130 ar they good bet sir

Anonymous said...

Dear arun,

Thanks for all ur recommendations. I would like to know ur view HCC,Astra Micro and prism cement.

Is it good to buy these companies at these levels

Thanks and regards
Preti

Aditi said...

Hello sir,
Thank you for posting this, Informative post very helpful.

Anonymous said...

Hi Arun ji, Plz share ur views on alok textile.

AG said...

Arun, any updated view on JHS? it has just gone nowhere in a while. Nothing promising anywhere. No public updates on the arbitration either!

Arun Mukherjee said...

1)Dear sailesh,
Godrej property is more of a luxury player catering to the needs of the richer people with an asset light biz model.Dont feel the richer folks too would move from their bunglaws to the affordable average houses.

2)Basant agro is a very nice company,if it refrained from splitting its shares,stock would have been in a different orbit now.

3)IVRCL will find it tough to survive,till the interest rate moves down by much it may not perform that great like hcc or ncc.

4)STC is a cash rich psu company.With bjp back in power,this would be sold for sure.If that happens,expect it to be a big multibagger.

5)Mercator is a buy at dips.Though already been a 4 bagger for us.Dont like textile stocks as easy to loot money there.I had a coverage few years ago about how the textile company siphons money.

6)If asian oil can deliver numbers like alphageo,it will follow its former for sure.

7)I do track guj borosil,seems quite an interesting bet.Results were superb too.

8)I dont like alok,but sterlite may do well in the long run.Though there are many better bets than this two.

9)Ramco is a 5 year bet on conservative management and intrinsic value.May well bore you too as quite a defensive counter.

10)WENDT I used to track earlier but coz of the limited liquidity and better ideas,left tracking it.Would soon give a fresh look.

11)Muthoot was once recommended to my paid members.Play on 2-3 wheelers financing.Once economy picks up,company will do well.

12)HCC and astra are long term buys.Attended the confernce call of astra.Management sounded very positive.Dont track prism.

13)Jhs is another jai balaji.Jai balaji slept for several years and now a 4 bagger in less than 4 months.Check the balance sheet of jhs,you would find some improvement.It got a very very able and skillful leader who is having the worst time of his life.If he can survive,company would be a multibagger.Though good chances of getting sold as bankers are trying their best to recover their money.Check their gross block,sitting on some amazing assets with several excise and tax benefits till year 2020, which no other player in the country possess.

Ravi said...

Hi Arun, What's your view on Uttam Galva Steels and Aksh Opti Fibre? Can Aksh be a multibagger from CMP 20 in next 5years.

Anonymous said...

Sir why man infra not appreciated so much like others infra stocks please commit your view can I buy at cmp

Anonymous said...

sir wts ur view on sical logistic....can it be an multibeggar

Anonymous said...

Hi Arun,

The news in Kolkata about Jai Balaji Industries is not positive at all.. Suppliers are not supplying to the company on credit and there is apparently 'zero creditworthiness' of the company in the market..
As such, how will their capcity utilization increase for any kind of turn around? They dont have their own iron ore mines either..
And the biggest challenege - despite CDR, banks are not releasing working capital limits to the company, how will production happen at all???

Arun Mukherjee said...

1)What attracted about balaji was,either they will turnaround or will sell out.With rich assets the intrinsic value is huge.Market insiders have accumulated a large chunk of it.So that prompted me to bet on it.But any bad news may derail it and company may hit lower circuits.

2)SICAL is a good one but its best to bet on the leader and thus TCI is my sole pick.

3)MAN infra will move up soon.

4)Aksh can definitely move up if it remians consistent in its numbers.I dont follow uttam galva.

sasi kumar said...

Do you track hanung toys
Kindly give your view if it so

sasi kumar said...

Do you track hanung toys
Kindly give your view if it so

Jhraana said...

sir ji, Avanti Feeds Ltd 50@600.. kya mujhe acchha return kab se mil sakega.. ya phir nikal doon... pls advice

Anonymous said...

Arunji....please share your view on fedders lloyd...premier ltd..
dai ichi karkaria ...sakuma exports......for long term investment

Anonymous said...

dear arunji i have traded a lot in HFCL during 2008. wats urs view abt this script now? do u think it is much undervalued stock now?

Anonymous said...

Hi Arun ji, P G Foils can be bought at cmp?

Pawan Sharma said...

hello arun sir..
what are your views about star ferro n cement..a subsidiary of century plyboards..

Anonymous said...

Hi Arun, I am holding wanbury, please share ur views about this company

Jhraana said...

HiArun, what do u think now about TRF.

Navjot Pal Singh said...

Sir can u pls suggest any psu stock which u think can be multibagger bcoz now I think it is going to be a psu stock bull run.

Anonymous said...

Arun sir your reply is very valuable for me thanks please your view upon trivani turbine wants to buy

Anonymous said...

Arun, what's your view on associate stone? Thanks

Viswa said...

Hi arun how is adf foods and balaji amines can we hold it at cmp or exit pls suggest

Anonymous said...

Sir

Ur view on sintex and fludomat please suggest

Anonymous said...

Do you track SRS ltd, any suggestion on that?

Anonymous said...

Any view on Mirc electronics? It is not yet moved in this rally.

Arun Mukherjee said...

1)Hanung is a good company but fallen on bad times.Company would struggle to put up a good show.Hope the management puts its best effort to script a turnaround.

2)Avanti mere pass 45 se pare hain.Bas hold hi kijiye sl dalke.

3)HFCL is an operators paradise.If you consider yourself lucky,you may punt on it.

4)Buy pg foils at slight dips.

5)Dont track srs or stars ferro.

6)No tracking wanbury this days.

7)Asso stone suffers from very low liquidity.

8)Triveni turbine is a good solid long term buy.

9)NBCC is a good psu pick for long term.

10)Bullish on both balaji amines and adf foods.

11)Sintex is a buy on dips.Am very bullish on fluidomat.Infact today itself gave a buy call on it.

12)Maybe people are buying Onida anymore and hence mirc not picking it.Not tracking mirc from last 3 years though.

Anonymous said...

Hi Aruncan u please give me a approx price target for fluidomat for 5 years, thks rohit

Ramesh Raju said...

Sir

Ur view on emedtech. Please suggest

Anonymous said...

Rs software a very good company from a very booming sector...valuations are attractive...

Anonymous said...

Hi arun,
could you please share your views on deep industries and dcb.
Many thanks,
Rakesh

jatin shah said...

Hi Arun,
Ur view on gujarat sidee cement

jatin shah said...

Hi Arun,
Ur view on gujarat sidee cement

Anonymous said...

any inputs on "Ruttonsha International Rectifier" Arun Sir?

Anonymous said...

Hello Arun,

Is it advisable to but Orient Cements at these levels? It has doubled in 2 months! Mr. Jhunjhunwala bought a huge chunk recently. Still some, or a lot of, steam left? Your inputs?

Thanks.

Anonymous said...

Sir

Ur view on gati gitanjali sintex fluidomat cqn i buy in current market

Anonymous said...

Plz give ur target for dishtv in 3years?

Anonymous said...

Hi Arunji, please share ur views about rico auto? Can I buy at cmp?

Anonymous said...

Hello Arunji, I am holding unity infra @46. Please suggest ur views about it. And also about neo corp.

Nishant said...

Arun, what is your view on Jai Corp? It was a 60 bagger from July 2006 @ 100rs to 6000rs in Sept 2007. The promoters proximity to Mukesh Ambani and BJP govt may work for Jai Corp. What is your vie?

Anonymous said...

Arun Sirji,
What is your view on PC Jewellers?

Narmada, Bihar

Anonymous said...

Hey Arun,
Can you please put on some light on "Astec Life", I have 1000 @55 since long... should I hold or exit?

Sameer, New Mumbai

Anonymous said...

Aurnji,
your view on infinite comp please?

Jhraana said...

Hi,please view on 'Moser Baer India Limited' & DHP

Sanjay Darkonde said...

Sir ur view on amtek auto

Anonymous said...

sir,
need your view on

Amarjothi Spinning Mills Ltd.
Ambika Cotton Mills Ltd.
ASM Technologies Ltd.
Damodar Industries Ltd.
Deepak Fertilisers & Petrochemicals Corporation Ltd.
Excel Industries Ltd.
Kanco Tea & Industries Ltd.
Mastek Ltd.
Mazda Ltd.
Sarla Performance Fibers Ltd.
Ashiana Housing Ltd

Anonymous said...

Arunji,

Your view on MIC electronics it has moved from 1.75 to 8.4 and again back southward direction. Is it worthable buy at CMP? Pls advice.

Anonymous said...

arun sir, pl. give ur expert opinion on these stocks.. can anyone of them has the potential for becoming the multibagger..
a. ptc indian finance
b. tuni textile
c. sundaram multi paper.
d. empee sugar.

all are penny cap stock ...

Arun Mukherjee said...

1)Fluidomat can compound at 25-30% for coming 5 years.

2)I dont track emed tech.

3)Have recommended rs software at 70 level and continue to be bullish on it.

4)Positive on both dcb and deep.

5)I dont track any cement counter barring orient cement.Bullish on it since 40 bucks.A buy at dips.

6)Check this blog and you will find ptc india finance was recommended at 11,it might still double in the next 2 years.

7)MIC has got a fraud management.Its a sell at rally untill the management turns for good.

8)Amibika,amarjyoti,sarla,mazda,ashiana,damodar are decent long term bets.Rest i dont follow.

9)Amtek auto may double in the next 2-3 years.A great underrated and overlook gem.

10)DHP gave a buy on it at 33.Moser a nothing company.I was a fan of Deepak puri but even he couldnt revive the company.

11)Astec looks cheap at present levels.Infinite too for some insane reasons quote at a very attractive valuations.

12)Jai corp has got lot of sez.If its project passes,can be a big multibagger.Anand Jain is regarded as the 3rd son of the great Dhirubhai.

13)Ruttonsha suffers from inconsistency and low liquidity.But I have kept it under my radar.

14)You can find my views about gitanjali from the blog.

15)PC jewellers is a good long term buy.

16)Unity infra may pickup bigtime once the infra theme gets played in the stock market arena.

Ravi said...

Hi Arjun, Whats your view on Heidelberg Cement for long term? is it good to buy at CMP around 65?

Thanks
Ravi Kiran

shanid said...

Dear Arun,
I understand that you are bullish on shilpa,can you throw some light on its recent good quarterly results,what could be the reasons for growth in revenues and profits.Did you forsee a more than 100 cr net profit by shilpa in FY 15 ?

Thank you Arun in advance.

Shanid VH

Anonymous said...

Hi Aruni have bought the below companies for minimum 5 yes prospective, please give your views how much appreaction can I expect from them. 1. Escorts, 2.saregama, 3. SKS microfinance. Thanks, shailesh

Anonymous said...

HI COULD U PLEASE ADVICE ON TCI
IM HOLDING IT @115 CURRENTLY TRADING AT 180 SHOULD I SELL IT NOW OR SHOULD I WAIT THANX IN ADVANCE

Anonymous said...

Hi Arun,
What's your current view on eastern gases for long term?

Anonymous said...

Dear Arun...I have bought fedders lloyd with long term perspective ( atleast for 5 years) I think it is associated with defence..wind power..infra which are all hot favourit areas in Modi Sarkar...what is your view sir...?
I request..please reply surely..

Arun Mukherjee said...

1)Heidelberg is a quality cement stock.But hard to assign targets for commodities.Will always trade at near GDP(PE levels)

2)Read the report of indianivesh about shilpa and you will be aware of lot of good stuff.

3)TCI is worth much more than the present prices.

4)Fedders is a quality company,just need to be more consistent to get a higher multiple.

satishdevata said...

Hi Arun,

What is your opinion on VST Tillers & tractors, CityUnionBank , KarurVysya bank and Coal India. Is it Worth to buy at current prices for medium term ( i.e, 2-3 years point of view )

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