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Note: The artciles are not research reports but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

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
.

Archives : Old artciles

Saturday, August 23, 2014

Some interesting miscellaneous observations and hidden gem stock idea:-Fluidomat Ltd

Some interesting miscellaneous observations:-

1)Recall the Modi wave?Most of you clamoured for the infrastructure stocks.They were expected to double/triple in days,going by some words and speeches.Innumerable mails poured in for stock tips related to that sector.What actually happened?Did they blasted?Its the reverse actually,stocks like Simplex and Ivrcl are down over 40% from their recent levels.

My view:Too much cook simply spoils the broth.Never bother about any sector,specially if its the talk of the town.Where everybody joins,its ought to flop.This doesn't mean stocks from that sector wont move in near future.They will definitely but only if the stock is of quality and posses something which seperates it from the other inferior ones.To sum up,even if you bag 10000crs order,you need money or say working capital for that right?.Bank provides loan at 14% circulating and your profit margins are 10%,so you will only make losses right?


2)A member sometimes back mailed me about some Intraday tips provider who helped him in making lot of money.That particular member again mailed yesterday about how he went bankrupt,thanks to that same Intraday stock tip provider.

My view:Intraday trading means gambling.Ever heard people making money through gambling?My simple question to the folks who asks for sureshot intraday tips provider-If they are so good,why would they give you the tip for some 2000-3000 monthly fees?Wont they beg,borrow and sell everything they posses to garner as much as they can with brokers 1:10 margin to double it in an instant?Self preservation is the first law of nature after all.
q)I know whats coming next.Why do Arun or your's truly provides the tip then?
ans)Because that provides me more cashflows and I buy more of that company.Its like not only am making money with your money but helping you to make yours too.Whatever money I have made of so far,they all being yours man.1000 bucks compounded to 10000 and that compounded to few more zeroes.


3)So many members with around a lakh rs capital dreams about 1cr portfolio in the next 15-20 years.They get disheartened as they feel its an herculean task to achieve that figure.

My view:Not really members.Lets chalk out a formula then,say the way out to achieve your dream.If you start with a lakh capital,put on 3000 bucks every month for 16 years and compounds it with a 26% gain-You will reach that craved figure of 1cr.Considering out last 5 year's CAGR,thats a possible target right?I mean we already have compounded by over 30% for the last five years inspite of adverse market conditions.Prevailing circumstances have changed for good and hopefully so would be the returns.Just want to buy such counters?Buy all the Godrej group counters and come back being a Crorepati after just 16 years.To some surely 16 years would sound like massive lengthy ages.Tarry a bit pal-How much did you actually earn in the last 16?


4)I do cater to some post retired sexagenarians who prefer to gift business ownership(stocks re) to their grand childrens.They should have huge margin of safety and can survive business cycles of two decades.They should be compounders in the range of 18-20%.So what would be ten such stock ideas for such intelligent prudent would be grandfathers?

My view:Hdfc bank,Amara raja batteries,Godrej consumer,Asian paints ltd,Pidilite Industries,Gruh finance,Sun pharma,Hero Honda,United spirits and ITC.That makes one heck of a very long term portfolio.All are highly expensive counters but they are sure shot winners for coming several decades.All are leaders in their respective sectors with huge margin of safety,great brand and past wealth generation track records backed by amazing pedigree.From robust ratios to high payout,you got them all.Such great stories,a click of a mouse and you are owner of such amazing high quality businesses.Am already having goose bumps,ain't you too?


5)Life is all about full of uncertainties right?Accidents,critical diseases can well destroy one.So how does stock chips in there?

My view:Few years back a terrible bike accident nearly killed me.Fortunately, I did survive but to avoid complete paralysis,a spinal surgery was done with inclusion of few titanium screws in the back.I even lacked a complete mediclaim then which worsened the matter.The hospital assumed a charge of several lakhs within a short period to which the cash was unavailable.It just happened after I lost my loyalest bestest admirer,my Granny.We were also amidst the construction of our residence.It was one heck of a stormy period which happened all so suddenly.My stocks came to the rescue,sold a part of them and had a successful surgery which lasted almost 4 hours.I got laid for over a year but the stocks made sure the income kept coming in,dividends ensured everything happens smoothly too.I owe a great deal to my stocks.So there's that side also guys.Stocks or business ownership can help you in so many ways.Be disciplined and passionate,love the subject,understand what you are owning,have patience and conviction.If implied,you will have extravagant future gala days in store for sure.





Quote:Fluidomat was recommended to members at 68rs and at 131rs very recently.Even at present price of 160 odd,it looks to have some worth.Readers time for you to act on it.

Stock tip:-

Scripscan:Fluidomat Ltd
Bse code:522017
Cmp:131rs
Target:195rs
Return percentage:50%
Duration:9-12 months

Quote:It was very difficult to dig about this company as management always been very very reluctant to speak.Thanks to my analyst buddies Keshav and Saurav for their inputs and research notes which helped me in getting aware of the most about the company.

Business:Fluidomat Ltd. makes Fluid Couplings.Google up to know what a fluid coupling is all about.Fluid Coupling is a Power Transmission Product.It is a Capital Good & not a consumable.Fluidomat has supplied more than 900 Scoop Control Couplings and several thousand constant fill fluid couplings on variety of applications in all sectors of industry including Coal base Power Plants, Steel, Cement, Paper, Chemical & fertilizer industry, Petrochemical Industry,Underground & Open Pit Coal and Mines, Harbor Handling and Nuclear Power Generation Plants in India and Abroad.Around 75% of the Revenues of the company are from the Power Sector.Sales growth of the company is dependent upon the Capex in these industries.

Market Size:Around 230crs in India and several times more internationally.Huge export potential for the company.Main thrust is on the Domestic Market, though the co. has expectations in Australia, Indonesia, Malaysia & Brazil(from the mining sector). The company has appointed dealers in these geographies.

Clients:ABB, BHEL, Braithwaite, Burn Standard, CIMMCO, Chemical Construction, DEMACH, DCIPS, ELECON, EPIL, FFE, Fuller KCP, Flakt, Flender, HEC, HDOL, HSML, INDURE, Krupp, Kirloskar, Kraft Engg., L&T, MAMC, MBE, Metso, MECON, Naveen, Oilex, Penwalt, Promac, Reitz, Sayaji Iron, Techpro,Thermax, TLT, TRF, Walchandnagar Industries, Warman etc.

Approvals from the Consultants:Fluidomat Fluid Couplings are approved by all leading industries and consultants in the country. The consultants include ACC, BHEL, Birla Tech Services, DCPL, Desin, HOWE India, Holtech, Jacobs, MECON, MN Dastur, NTPC, Tata Consultants,Tata Projects, Samsung, Doosan (Korea), Hyundai (Korea), Alstom (France), Sulzer (Germany) etc.Its also got a tie up with flow serve (Spanish company).They too have requirement for these couplings.

Price Range of company products = Rs.12,000/- to Rs.80 lakhs.

Competitors:Premium Energy Transmission Ltd., Elecon Engg. Ltd. & Voith (German). Apart from Voith,all others have rented tech.Main competition is from voith but with time I feel fluidomat would be able to beat voith comfortably.Voith’s pricing is 3 to 10X of fluidomat for same products.

Service cycle:FCs can last for 25-30 years also,typical replacement cycle is 10-12 years.In government departments specific budgets are allocated,hence they tend to replace their couplings earlier at 5-6 years as if these budgets are not used they are extinguished.

Points to look for:-

1)There is no unorganised sector in Fluid Couplings due to the hitech nature of the product.Also Fluid Couplings are very crucial products and reliably is a big factor. If it fails then the whole plant comes to a standstill.

2)The company does not require much capex.Land and building  are excess.It can grow to Rs80-100 Cr turnover by adding only CNC machines.Capex could 1-2 Cr per annum.The company has started manufacturing FCs for fans used in boilers. It is now supplying the same to BHEL. Voith is the only competitor in this segment. The company entered into this segment three years ago based on indigenious R&D.

3)Fluidomat has also concluded designs for less than 110 MW boilers.It will enter this market soon.Working capital requirement for company's business is 3-4  months.Cycle is long as until the entire order is ready inspections don’t start(Debtor Days thus being 100).The company does not face issues on account of bad debtors as it supplies very critical equipment.

4)The company has started supplying FCs to NTPC also in the last year.Here again voith was the competition.Voith used to charge 4 Cr for one coupling which the company is supplying for 45 lakhs.In Jan 15 these couplings would complete one year of functioning.If the operation is glitch free.The company will be automatically approved for all future orders of NTPC.

5)The company is vertically integrated.It has its own foundry and fabrication facilities.The company has got cash and bank balance of 10crs as on date.Thats more than 20rs per share.Its a debt free counter.Company paid dividend of 2.75rs for the fiscal.Management has hiked their stake from 25% odd to 53% in the last few years.

6)Fluidomat has increased the prices of its fluid couplings from 70000rs in fy06 to over 100000rs in fy13-14.It generated 5crs FCF last fiscal,toppled that with a return on equity of 30%+.This is one heck of a monopoly company.When you get a company which can increase the prices of its products without loosing its market share and then you talk about 30% ROE,You are really on something.

7)In case the economy starts recovering which it should as now the BJP guys are at the helms.Fluidomat can do a turnover of Rs50 Cr in two years.If it receives incremental order from Petronas.Turnover could increase to Rs100 Cr in 2 years.If the economy does not recover it can sustain its turnover at 30-35 Cr based on replacement demand and through its spare parts sales.Spare parts contribute nearly 40-45% of its revenues.

Latest update/My latest interaction with the management:As per the words of Pramod jain,"Getting an order is bit difficult because of our size and inexperience.For one ntpc tender we bidded for 22 lakhs vs voith's 2.7crs,yet the order went to voith.But we are hopeful of bagging future NTPC orders.As we grow, more orders will flow to the company".At the present capacity they can achieve a turnover of 65-70 crores.There are several developments going on but any of them could be a big one.A single order can change the fortunes of the company big time.Product is very crucial and its significance can be seen by this example-one company which had never used couplings - ordered fluidomat couplings for the first time.Fluidomat was expecting payback to be around 4-5 years but it happened before end of first year.Competition is tough with voith but they are gradually taking over businesses of others like elecon.Elecon used to outsource its requirement to fluidomat then it started copying fluidomat products and began supplying but last year they saw some rejections.

Consistency:Revenues in the last 11 years(2003-04 to 2013-14) increased from 5crs to 27crs.PAT has jumped from a mere 12 lakh to 5.7crs.

Conclusion:The promoters have no business interests except Fluidomat.No inter dealings and thus strong influence on the owned listed company.Company is getting lot of enquiries from both the domestic as well as the international markets.A single big order(there are talks of a 50crs order from Petronas) can change the fortunes of the company as mentioned earlier.The company is expected to grow 25-30% on bottomline for the coming couple of years.Revenues are bit difficult to predict as of now.Assuming it grows with a 30% CAGR in bottomline,the company would come end fy15-16  with PAT of 9.6crs.Thats 19 odd rs EPS for you.So assigning a PE multiple of 10x for fy16,I arrive at the target price of 195rs. Company is an amazing long term buy.

btw:I have recommended Fluidomat earlier at 68rs.But the story is too good and the scrip deserves much bigger levels than what its quoting at present.


BTW:For different stock market related services,rush a mail at my mail id arunsharemarket@gmail.com to know more about it.



Note: The above is not a research report but assimilation of information available on public domain and it should not be treated as a research report.

Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

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

223 comments:

1 – 200 of 223   Newer›   Newest»
Mritunjay Jadon said...

Dear Arun Sir,

What are the possible levels that Anuh Pharma can achieve in next 6 month period. can it go above 700 levels in the next 6 months. As now it is catching the eyes of several HNI's & Mutual Fund's

Anonymous said...

Suven life science is it a longterm story

Dilip said...

Your view on pix transmission Arun ji

kuheli said...

which one of godrej group company has best prospect?

sammin22s said...

Hi sir..view on kesoram ind..@cmp....also heg..jk lakshmi pld

Anonymous said...

Awesum....arunji..your fluidocoupling is superb.....it will hit 1000 shortly....anuh will hit 1000 shortly....ifgl 1000...hats off.....any inputs :)

Anonymous said...

Sirji
Bura mat mano lekin fluidomat ki latest cmp 169.40 hai aap ke post ke mutabik now there is only 20% upside remaining to hit d target means we miss most of d upward action
What do you think about this

Anonymous said...

Hi Arun,

What is your view on confidence petro please.

Jayaraman Pc said...

Sir
What is your view on tci finance.

Arun Mukherjee said...

1)I dont follow tci finance,so cant offer any comments.

2)Bura manne ka sawal nehi hai bhai per agar ap blog aur mere tweet parte honge to pichle 1 sal se iske bare mein updates dete a raha hu.To 160 to dur 60 mein apko mila hota agr ap dhang se follow karte.Koi nehi age se dekhte rehna aur pehle kharidna.

3)I am happy if anugh provides 25-30% in a year consistently.

4)Godrej property will be the fastest mover among the godrej group companies.

5)Ifgl,anuh,fluidomat all superb bets.1000 to pata nehi,25-30% compound ho to mere liye bohut hain.

6)I have already commented about confidence petro in the previous post of minda industries.

7)Pix sold one of its divions and reduced a lot of debt.An interesting company to watch out for.

8)HEG will do well in the coming quartes,so will jk lakshmi,Though I prefer orient cement.

Nicegem said...

When to exit RSSoftware? Shall we book profits?

Jhraana said...

Hello Arun ji,

can you please give me advice?

kya main agar kisi script ko purchage karta hoon aur aapki next recommondation rakhta hoon and reapeat same process, kya mujhe TAX dena hoga jo money gain hua hai us per?

Actually main yah manta hoon ki jab ta money ko Bank ke saving account main trasfer nahi kargen tab tak TAX NAHI BANEGA.

can you please clear me?

Regards
Jhraana

japs said...

Your views on cyient & linc pen and plastic?

Anonymous said...

Dear ARUN,What is ur view on PATEL INTEGRATED LOGISTICS? WIL IT BE A NEXT GATI?

Anonymous said...

Fluidomat is rock star.....500 coming fast...arunji super star....anuh pharma is kingstar......500 coming....last but not the least......TV today is TV star......300 shortly.....how is dis arunji....

Anonymous said...

Hi Arun,

What do you make out from the SC decision on coal allocation today? Any positive/negative impacts to jai balaji?

Thanks

Anonymous said...

Can u see TV today reaching 4 digits in the days to CME. not short term but in days to come. I know its your delicious pick.do u agree with that.

Anonymous said...

Sir ur view on suven life science

Anonymous said...

Dear Arunji...what is your view on Trident...?

Anonymous said...

First of all congrats to hit d target in one day after recommending, fluid today around 204, you are telling to hold for 9-12 months but now achieving d target whats your next say still we hold or add more or to sell off

Anonymous said...

*
Please if you could throw some light on the land bank of control print and its valuation and how it can change the future valuations of the company..moreover what is your future outlook and fair value for the company based on its distinguished position in the industry.

Anonymous said...

Please if you could tell us what is the fair pe miltiple you would like to give to gulshan polyols based on recent developments of issuance of warrants to fii and its future strong second half of the year and the target you would like to see to reach a fair valuation

Anonymous said...

Sirji
Can waterbase giw competition to avanti feed

kuheli said...

You suggested SIP in Godrej group companies. And calculated Rs. 1 crore at 30% CAGR. My question is: Do you see continuous 30% CAGR for next 16 years in all of the Godrej group companies. Moreover, is it that even if the business is grown by 30% CAGR, share price will appreciate by that proportion for the same period. Please elaborate to clear.

Anonymous said...

Sir ur view abt wonderla holidays

rajesh said...

Hi
Ur view on nocil arvind remedies

Anonymous said...

Hi arun new to ur blog....invested in few stocks suggestions of urs....
Gati@134.70
Fluidomat@186
Godrej properties@225.55
Bilcare@85
Nilkamal@308
Please suggest at this rate can i hold these stocks for long term....n could u suggest few stocks...
U seem to be quite a talent at such a young age...
Can i expect at current levels in long run a CADR of 30%to 50%

Anonymous said...

Dear Sir, Please share your views on following with respect to their current prices
1) Kaveri Seeds
2) Mahindra Ugine
3) NIIT

Anonymous said...

Sir any stock fron mahindra n mahindra for long term.....

Nithin James said...
This comment has been removed by the author.
Anonymous said...

Hi Arun your views bout avanti n caplin point

Anonymous said...

Hi Arun,

Since market has run up significantly for last 1 year (especially midcap/smallcap) and many midcap/smallcap stock valuations already hit the roof, my questions are as follows -

1. Do you think it is a good idea to invest fresh capital at this point or wait for a significant correction?

2. If you suggest to invest at this level, what will be your top ten picks in midcap/smallcap space where you still see enough value if the bull run continues for next 4-5 years. I mean there are many stocks which can be 5X to 50X even from the current price if bull run continues for next 5 years. What will be your top 10 picks in midcap/smallcap space for a 5-7 years horizon amongst a hundred good quality midcap/smallcap stocks (like Cera, Kaveri, La Opala, Whirlpool, TVS motors and so many) ? Appreciate if you write few words against each of them (e.g. Gati - play on e-commerce boom and economic recovery). Thanks in advance.

Arun Mukherjee said...

1)Hold rs software with trailing stop loss(profit).

2)Avanti have recommended thrice at 86,112 and at 222.Hold with trailing stop.Capin was recommended at 60 bucks.Hold with trailing stop.

3)Musco will delist any day owing to merger with mahindra cie.Exit from it asap.Kaveri seeds and NIIT are great long term bets.

4)Gati,fluido,godrej property and others would have a great long term show.

5)Dont like nocil.Arvind remedies got its life back since the reverse stock split.

6)Wonderla is a wonderful cash cow business.Market pays high valuation for certainity.Rich in valuations but would always attract a high PE.

7)CAGR in stock prices happen in a different manner.Say some years it would double,some years it would be down.Obviously after 10 years they would be 10x bigger,so coz of scale,brand,market will give higher multiple.The dividend adds up too.

8)waterbase is managed by lethargic guys whereas avanti management is always upto increasing the size and scale.

9)Fair PE multiple is hard to assign for not only gulshan but for any company.Thatswhere PEG helps.Give half the PE of the growth percentage.

10)Fludiomat is quoting at a very high PE already.It moved way too fast.But again guys who are buying,fancing the hidden story.Its a great business but management now needs to deliver better performances.I have seen it a trailing 3-4 PE,its now 2 yr forward 11x.

11)Suven is a good business but already more than tripled from my coverage.hold with trailing stop.

12)Trident too should do well in the coming quarters.

13)Tv today has tremendous potential.Why 1000 can reach even 3000 in the next 10-12 years.

14)Coal block deallocation if happens would hurt it.But decision of the court to be known on 1st of september.

15)15% short term capital gains tax dena parega govt ko.

16)I have no idea about cyient.

17)patel logistics will only move if it gets taken over.Else will move with the wind and fall once the wind stops.An albatross.

Anonymous said...

Hello Sirji
Mera sawal ye hai ki short term capital gain hone k bad bhi agr mera income 2-2.5 lakhs k andar rahta hai to kya muze 15% short term capital gain tax bharna padega?

Anonymous said...

Please share your views on Finolex Cables

Anonymous said...

Hi Arun,

Since market has run up significantly for last 1 year (especially midcap/smallcap) and many midcap/smallcap stock valuations already hit the roof, my questions are as follows -

1. Do you think it is a good idea to invest fresh capital at this point or wait for a significant correction?

2. If you suggest to invest at this level, what will be your top ten picks in midcap/smallcap space where you still see enough value if the bull run continues for next 4-5 years. I mean there are many stocks which can be 5X to 50X even from the current price if bull run continues for next 5 years. What will be your top 10 picks in midcap/smallcap space for a 5-7 years horizon amongst a hundred good quality midcap/smallcap stocks (like Cera, Kaveri, La Opala, Whirlpool, TVS motors and so many) ? Appreciate if you write few words against each of them (e.g. Gati - play on e-commerce boom and economic recovery). Thanks in advance.

Anonymous said...

Respctd sir,
Your views on VST tillars and Kennametals both don't haw competitors will they continue to dominate n giw strong performance wats your view at current cmp of both

Jhraana said...

Hi Arun ji

please your review on:

Hester Biosciences Ltd

Regards

Anonymous said...

Dear Arun ji,
Please share your views on dishtv&orientgreen.

Anonymous said...

arunji your view on Galaxy Entertainment? can it be bought at CMP?

Anonymous said...

Sir some action started in EON electric. Can it be a turnaround story. Please guide if it can be bought at CMP?

Anonymous said...

Arun da
Your views on Indag rubber and KSB pumps
R they good to buy at their cmp's

Anonymous said...

Sir
What do you think about Grind well norton
Can rubfila Int next multibager plz giw your views

Anonymous said...

Hello Sir,
Please share your precious views on
1) indo-national (nippo)
2) Panasonic energy

Anonymous said...

Hi
Whats your say on engine sector
Cummins, swaraj engines, greaves cotton, kirloskar oil & kirloskar Ind
All above are debt free. Share your advice.

Anonymous said...

Hi Arun,

What is your view on the following stocks? Can we buy them at current price?

1. Adi Finechem
2. JBM Auto
3. Fiem Industries
4. Aarti Industries
5. Asahi Songwon Colors
6. Camlin Fine Sciences
7. Banco Products
8. Plastiblends India

c p said...

Sir or view about balkrishna industry for long term

manisha patel said...

Heildelcement stock as amultibagger can u suggest

Anonymous said...

Sir,
Your views on Mind tree at current price

manisha patel said...

Heildelcement stock as amultibagger can u suggest

Arun Mukherjee said...

1)Mindtree is a good long term play with robust prospects.

2)Heidel cement will be a beneficiary in the upcoming cement run.

3)Balkrishna is a terrific long term play.Its been what a 300 bagger in the last 15 years.

4)I am poor in predicting stock price movements but fiem and adi and banco looks in good shape at present levels.Others too can be bought at dips.

5)Cummins,swaraj,greaves,kirloskar all will do well.They have the size ane efficiency to deliver big time.

6)I had hester in my portfolio,exited after tripling money few years ago.A good medium term play.

7)Indo national and pansasonic needs to come with consistency to be valued higher by the markets.

8)Nehi tab tax dena nehi parega.

9)Top 10 picks would have been atul auto,symphony,tv today,fluidomat,godrej properties,transport corp or gati,ptc india finance,rs software,selan,ifgl maybe but barring godrej properties all have more than tripled.

10)Indag rubber is a good play but market is getting saturated.They plan to diversify.

11)Gaalxy would either be delisted or merged with something else.

12)ksb good long term prspects.

Anonymous said...

Hi Arun,

What's your view on orient green, electrosteel steel and suzlon? Pls pls provide your views.

Regards

Anonymous said...

Please if you could throw some light on the land bank of control print and its valuation and how it can change the future valuations of the company..moreover what is your future outlook for the company based on its sector related with e-commerce.

Anonymous said...

"Give half the PE of the growth percentage to GULSHAN". As per your comment I referred Bloomberg and found that the growth% of Gulshan is 21%. Hence, can 10.5 PE be given to Gulshan based on the data? If this is so the current market price should atleast be 320
(30.5 EPS*10.5 PE).

Anonymous said...

Its been a year or so .. I am holding the shares of forbes company .. The stock did manage to go to 750 and again back to 630 odd levels ..

The stock hasn't doubled like so many other stocks in a year .. This stock is up only 20-30% form the lows .
I have made an investment in the stock from 2-3 years view ..
Shipping and water purifying business will grow gradually and the business does have a future ...

The stock has not demerged and it had bought lux international few years back ..
Numbers I don't understand and my investment view in the stock is for next 2-3 years and add gradually if the results improve .

Pssa Newbie said...

Hello Arun,

Kindly share your thoughts on Dhunseri Petro, Hind Zinc, Jai corp, and Welspun India...

Thanks much..

Jhraana said...

Hi Arun ji,

Sir ji, ab aapka kya view hai on MCX.

Can i entry in this share.

Regards

Anonymous said...

Hi Arun,

I know you are not a fan of radico khaitan. But at its CMP, is it a compelling value buy or still a value trap?
Also curious to know why you are so bullish on Godrej Properties over Ashiana for long term? I am long on Ashiana from 80 levels.

Thanks !

Anonymous said...

Arun,
Are you tracking Prima plastics? If so, any comments about the business..

Arjun AppRepack said...

Hey Arun, Can you let me know where you heard about delisting or merger of Galaxy Entertainment. Any pointers please.

Thanks

Anonymous said...

Arun, what do you suggest on jabalaji . should we add more or exit due to the current decline

Rgds

Jhraana said...

Hi Arun ji,

Sir ji please view on

POLSON LIMIT
Switching Tech. Gunther...

Regards

Anonymous said...

sir,
Your views on VST tillars and Kennametals both don't haw competitors will they continue to dominate n giw strong performance wats your view

Anonymous said...

Are you tracking small cap company in food processing - Foods And Inns Ltd .. Just came across the stock .. 40cr odd market cap with sales of 60 crs

Anonymous said...

Hello arunji...all pharma stocks going up like. Hell...can u recommend to ur readers in blog for one pharma stock please...which is good one to invest....please for readers...TV today can it reach 500 becoz damani has bought huge chunk...ur view...

Anonymous said...

Hello Arun, As per recent disclosures promoters of Shakti pumps are buying from open market. Recently they bought 5k shares @ 253 odd per share and before dat another 2k odd shares. So looks like management is on track on achieving robust topline of 600crs in two years. The way the shares are bought are an indicator of this, that too considering the fact that shares are being bought @ 52 wk high levels. Ur views on this pls!

Thanks!

Anonymous said...

Hi Arun. what is your take on LLOYD ELECTRIC & ENGINEERING LTD ? Peers of it like Hitachi,Bluestar are trading at 38 PE and close to 5-6 Price/BV whereas Lloyd is trading @ 6 PE and quating below its BV. Even though co has certain debt on its book, it's current PE and Price to BV looks bit harsh. Eager to know your views on Lloyd from a long term point of view.

Anonymous said...

Can rubfila Int next multibagger?
What do you think about grindwell norton

Anonymous said...

Hi sirji
In fluidomat n ifgl do you think the concern is company might b capitalising d interest cost plz giv your advice
Thnx

Anonymous said...

What is your view on bhageria dye chem?

Anonymous said...

Sir,
Please share your views on GAIL for about 5yrs from now

Arun Mukherjee said...

1)So you looked at the screener and whatever negatives you could find posted about fluidomat and ifgl without even knowing the meaning of capitalizing of interest costs.The term doesnt even exist in the case of two bets.Apply that capitalzing of interest in companies like bhushan steel where you have 40000crs debt and hardly 4-5% interest.

2)Gail could give 15-18% CAGR in next 5 years.

3)Bhageria dye is a small company aiming to make it big.Lets give it some time.

4)Rubfila will be a good mover forward.Not sure about the multibagger tag.Grindwell is attracing high double digit PE this days.Robust prospects.

5)Ya I agree,lloyd deserves a bit more than the present multiple.

6)5k and 2k are too tiny a figure.They should swallow more.In any case its got a good future ahead.

7)I did looked at foods and inns,too tiny a company to make a position and hence not interested.

8)Vst tillers and kennametal both good bets but vst moved too fast too soon and corrected.They need to grow consistently at a high base to support the valuation.Kenna is exptected to perform well going forward.

9)I have recommended anuh and shilpa medi in past.Shilpa still looks great.Tv today is a wow busienss to own.Got a long long way to go.

10)Polson,switching-what are they all about?Hearing about them for the maiden time.

11)Lets wait for court decision.In any case balaji is worth a lot more than present price.They invested 4000crs in plant and got 2600crs of debt.NAV comes at 1400crs with present mcap just at 150crs.

12)I was always interested on galaxy entetainment but some guy told me its gonna delist and all.If thats not the case will have a close look at it.It had great stuff but management never gave much interest.If they have awakend from their long sleep,could be a stock to watch out for.I even played bowling in their sports bar.

13)Thanx for the note on forbes.

14)Yah gulshan should trade around that level.

15)Mcx is all about who runs the show next.

16)No idea about prima plastics.

17)Godrej properties is all about the godrej brand,their business model and the MD who is just of 33.A 30% cagr story for next 10 years.I did pick ashiana at 144(split adjusted 14) 3 years back and its already been a 11 bagger.It would find hard to scale up now.

18)Radico did nothing in the last 7-8 years whereas united spirits created massive wealth.A company which fails even under strong tailwinds is a no no for me.

Anonymous said...

Please if you could throw some light on the land bank of control print and its valuation and how it can change the future valuations of the company..moreover what is your future outlook for the company based on its sector related with e-commerce.

Anonymous said...

mm forgings or ahmednagar forging which one is a better buy for long term at cmp

hi said...

Hi Arun sir can I invest in ifgl???? And plz plz tell me the tgt .I stay 2 or more years.... plz

Anonymous said...

What's your long term view about Thomas cook?????

Anonymous said...

Hi Arun....if we see snowman logistics over subscription.... Its 70 times...and highest in decade....so gati is undervalued hugely....so gati shud reach at least 200.... Wat do u think....

Anonymous said...

any input on Jai Balaji and Country Club

Anonymous said...

mm forgings or ahmednagar forging which one is a better buy for long term at cmp

Nicegem said...

Hi Arun,
I found Gufic bio recently , which seems to be very promising. Can you give your expert opinion on this?

Anonymous said...

Hi Arun sir
Please recommend any stock for 5 yrs horizon.

Jhraana said...

Hi Arun sir,

please aap apana view on there script

- SML Isuzu Ltd
- Freshtrop Fruits Ltd
- Bodal Chemicals Ltd
- AKSHARCHEM
- Sagar Cements Limited
- Indag Rubber Ltd
- Kalyani Investment

Actually yah sab share mere pass hai so plz bataiye ki rakhoon or nikal doon.

Regards

Anonymous said...

Arun,
Do you foresee tobacco industry and liquor industry would struggle going forward or these are evergreen long term business?
In tobacco industry, which is your best long term pick - VST or Godfrey or ITC even at this size?
Similarly, do you have any preferred pick in liquor indutsry

Anonymous said...

Do you follow Prima Plastics. It seems an interesting microcap

Anonymous said...

Please share u'r view on microsec financial services and it's recent results

Anonymous said...

Sir urView on viceroy hotel

Anonymous said...

Sir ur view on Balaji telephone film

Anonymous said...

Can McCain be bought

Anonymous said...

When u r going to put stock ideas for ur blog readers.....once in week..please....suggestions.....please this week...recommend stock....

Anonymous said...

Can mcx be bought

Anonymous said...

Can mcx be bought

Anonymous said...

Can mcx be bought

Anonymous said...

Dear Sir
Please let me know your views on
BEL
Biocon
Dish tv
Can I buy at these levels for next 5yrs

Anonymous said...

Dear Arunda
Ifgl @ 190; TV today @ 215;
Fluidomat @ 195
Plz giv your advice for target n time horizon for these script
Thnxda in advanc

Anonymous said...

Hello sir,
Will Atul auto do d same magic after splitting, the stock splitting on 15 sept
What r your views

Anonymous said...

Sir
I request your views on
Vivimed Labs
Prakash Industries

Anonymous said...

sir, Happy Ganesh Chaturthi, your views on DHP at current price.

Arun Mukherjee said...

1)Happy Ganesh Chaturthi to all my readers.Dhp will find it hard to scale up from present levels.If it can ,company will surprise on the upside front.

2)I dont like prakashind,even though jhunjhunwala made an entry.Vivimed looks a decent bet at present levels.

3)Atul auto still has got a long way to go.Stock split will help it to have more liquidity.

4)Ifgl,tv today,fluidomat all had great rallies.Hard to predict targets but they would make lot of money for the stakeholders in the years to come.

5)Bel,biocon,dish makes a good core portfolio.

6)mcx can be bought but with stoploss at 100 bucks below.

7)Microsec is a long term ecommerce play.Management very bullish about the prospects.

8)Blog will be updated once or twice in a month.

9)I have no idea of prima plastics.Why dont you post its story for myself and the readers?

10)Viceroy is in a mess.But got lot of quality assets to turnaround.Let c hw the story pans out.Balaji's business is risky but Ekta kapoor is amazing in making money through her boring serials.

11)Tobacco and liquor would always be ever green.This days even the girls fag and drink more than the males.ITC and united spirits always will be the bets.

12)Buy tv today,godrej properties,capital first,gati,selan,balmer lawrie etc for 5 yrs horizon.Please dont bother asking abot the targets.

13)Guffic bio like dr datson is a chor company.

14)Mm and ahmednagar both guided great numbers for coming quarters,have a pie of both.

15)I have commented about jai balaji in the earlier comments.Country club is a good business managed by unethical guys.

16)Gati,tci,balmer lawrie,gdl,allcargo all would make lot of money in coming years.

17)I have recommended Thomas cook at 80rs to paid members for a target of 2000rs in 15 years.

18)IFGl can be a money spinner in the next 2 years.

19)Freshtrop,sml,sagar,indag should do well among the list.

20)Not following control print that closely.Have asked a mate of mine to talk to the management and get back to me.Will keep you posted about it.

Anonymous said...

Thank you so much Arun. Please do keep me informed on Control Print. Looking forward for your reply.

Anonymous said...

UR views on Aarti Ind, Aarti Drugs & Navneet edu for long term????

Anonymous said...

Agrochemicals are moving up like Rallis, Excel Crop, etc.. What about Gujarat Alkalies?

Anonymous said...

What is your outlook on Ujaas Energy & Genus Power?

Anonymous said...

Please let me know your views on
1. Omaxe
2. Kolte Patil
3. DB Realty
4. JP Infratech
5. Pipavav Defence
6. Eveready
7. SPIC
8. Kilitch Drugs
9. Westlife
10. Raj TV
11. HCL Infosystems
12. Delta Corp
13. Jai Corp
14. Orient Green Power
15. Hindustan Oil Exploration

Anonymous said...

Long term outlook for Dhampure Speciality Chemicals, Almondz Global Securities, India Bulls Power & Madras Fertilizers.....

Anonymous said...

Hi Arun, I would like to give you few hints. Please if you could crack this puzzle...Am a big fan of yours...I hope you wont deny..Please let me know this stock....

This company operating in an Industry with decent growth potential.

# One promoter of this company is a well experienced veteran in this industry

# Co promoter of this company is another listed company which is one of the market leaders in an Industry .

# Promoters are holding more than 50 % stake in this company.

# Company’s current market cap is less than 25 % of its last year Sales.

# Face value of Stock is Rs.10.

# It is listed only in BSE.

# Company is more than 40 years old and listed in BSE for more than 10 years .

# In latest June quarter , Company reported growth in top- line and bottom line both on yearly and sequential basis.

# In latest June quarter , company reported sharp improvement in its OPM and NPM.

# MD of the company changed during last FY ( 2013-14).

# At the end of FY 2013 , company's debt is less than Rs.5 Cr.

Nicegem said...

Copy paste from VP blog.
The stock is ..........
Gujarat Foils. Enjoy.

Anonymous said...

Dear Arun, What is your veie on BNR UDYOG?

Anonymous said...

Nicegem: Please do not give foolish answers.. Read the hints first...Gujarat Foils is not more than 40 year old company..Moreover the debt is more than 100 crores..So please dont use your intelligence when you dont have.

c p said...

No nice gem ur answer is wrong

Nicegem said...

Enjoy the show guys, no harsh words.
What if I am wrong? Gujarat Poly is also a good stock,
Ya, I agree that I am dumb, but it's only a guess
You are all intelligent.

Nicegem said...

I mean Gujarat Foils. At least accept the question is a cut paste. Do you?

Nicegem said...

I mean Gujarat Foils. At least accept the question is a cut paste. Do you?

Anonymous said...

Hi Arun ji
Your recommendations are fabulous and even more awesome is the logic behind recommending a stock for buying.I pray you that you scale great heights in your life.
I am thinking of buying DCM Shriram.
its an old company with good fundamentals.what is your opinion on it?is it worth buying and can u gv any target for it?

Anonymous said...

so what if the question is cut paste?? the answer is what matters? there are many questions which are repetitive but the answer is what it means

sunilagarwal01 said...

Answer is
GRUH finance
Co promoter is HDFC Deepak parekh

Anonymous said...

What is best bet among these three for next 2 years - Flex foods, Uflex and Freshtop Fruits

c p said...
This comment has been removed by the author.
c p said...

Mr sunilagarwal01 ur answer is not correct .

Ashiq mehraj said...

Sir kindly give answer of above puzzle thanks

c p said...

Sir whats ur view about sharda cropchem IPO

anil kumar said...

u r view on hb stock holding ltdCompany .it is virtually debt free.

- Stock is trading at 0.04 times its book value

- Stock is providing a good dividend yield of 7.22%.

- Market value of investments Rs.83.33 Cr. is more than the Market Cap Rs.32.98 Cr.

anil kumar said...

yur view on hov services.this Company is virtually debt free.

- Stock is trading at 0.46 times its book value .
it is divesting its stake in hov services usa

Anonymous said...

Manali petrochem, haldyn glass, poddar future prospectus can we hold these stocks for long term

anil kumar said...

ur view on steel strip wheels ltd. does tata group holds stake in this company

Anonymous said...

Dear Sir
Please let me know your views on Arvind Ltd. The stock has moved up fantastically in the recent past. Kindly let me now the scope for 2 to 3 yrs keeping in mind current price of this scrip.
Also I request your views on Pantaloon

Anonymous said...

Sir
Please share your views on following scrips .
Aptech
Praj Industries
Tube Investments
Financial Technologies

Anonymous said...

Dear Sir,
I request you to suggest couple of good mid caps in Infra structure sectors available currently at fair valuation. My holding period is 5 to 8 yrs .

anil kumar said...

ur view on kakatiya Cement company. isnt it a value pick.it is virtually debt free.

- Stock is trading at 0.77 times its book value. book value is 225 against cmp of 104

Anonymous said...

Sir ur view on kamat

Anonymous said...

Hi Arun, I would like to give you few hints. Please if you could crack this puzzle...Am a big fan of yours...I hope you wont deny..Please let me know this stock....

This company operating in an Industry with decent growth potential.

# One promoter of this company is a well experienced veteran in this industry

# Co promoter of this company is another listed company which is one of the market leaders in an Industry .

# Promoters are holding more than 50 % stake in this company.

# Company’s current market cap is less than 25 % of its last year Sales.

# Face value of Stock is Rs.10.

# It is listed only in BSE.

# Company is more than 40 years old and listed in BSE for more than 10 years .

# In latest June quarter , Company reported growth in top- line and bottom line both on yearly and sequential basis.

# In latest June quarter , company reported sharp improvement in its OPM and NPM.

# MD of the company changed during last FY ( 2013-14).

# At the end of FY 2013 , company's debt is less than Rs.5 Cr.

Thanks in ADVANCE

Anonymous said...

Hey Arun,

Any preference in Logistics sector among TCI, Gati and Gateway Distriparks? Which is the one you like the most, since you've already recommended two of them?

Thanks.

kuheli said...

Sir,
You said "If you start with a lakh capital,put on 3000 bucks every month for 16 years and compounds it with a 26% gain-You will reach that craved figure of 1cr". Again you said "Buy all the Godrej group counters and come back being a Crorepati after just 16 years".
DID YOU MEAN that one should buy Godrej group companies for total Rs. 3000 per month in SIP mode for next 16 years to get that 01 crore? Please elaborate as I am interested to follow your formula

Anonymous said...

How are Dhoot Industral Finance and Trident Ltd ?For,Dhoot Industrial Finace EPS is Rs 32 (Annualised)and price is Rs.18.88 only and trident cmp is Rs 25 whereas crisil has given rating of Rs 31 .

Anonymous said...

Sir your view on Phoenix Mills?

Anonymous said...

Hi Arun,
What is your say on Firstsource Solutions?
Thanks

Anonymous said...

All these stocks are copying from Value picks. Shame on you to say that it is your intiligency.

Anonymous said...

ha ha ha ha ha

Anonymous said...

sir i am holding talwalkars bettervalue at rs175 . should i keep it for long term? want to know your advice because some are calling it bad stock . i am confused. please reply. rajat chatterjee kolkata

rajesh said...

Hi
Please suggest on Magma fincorp
Kitex garments

niraj said...

Hi Arun,
What are your take on LnT and SBI?

Anonymous said...

Can dhoot industrial finance 526971 be a next multibagger ? valuepick..
Can anybody throw some light ? I want to buy tomorrow.eps is 32 annually.. price is 18.88

Arun Mukherjee said...

1)OMG so manyyyyyy queries.I have no idea of the puzzle and as long as I can find my own counters,aint bothered.Rather than wasting your time on such things why cant you guys try to learn the ways of researching a stock?That would really help you all.

2)I dont follow dhoot finance.Why to look for such small counters?Quality would never come at a cheap price.

3)LNT and SBI are assets and should kept for a lifetime.Better than FDs.

4)Magma fincorp and Kitex both are wonderful stories.Kitex looks a class apart though group dealings with promoters private company remains an apprehension.

5)Talwalkars is a good business considering the youth's fancing towards fitness.A cash cow business with robust ratios.No way a bad stock.

6)First source should do well in the coming quarters as guided by the management.

7)Phoenix mills is a decent story but my bet remains godrej properties on the same arena.

8)It means buy godrej properties,godrej ind and godrej consumer worth 3k per month and after 16 years you would possibly posses a cr of fund.On a capital of 1 lakh with SIP of 3k per month.

9)TCI and GATI I own,looking to buy Balmer lawrie in near future.

10)Hotel sector suffers from poor ratios.Good stories but difficult to predict future performances.

11)Kakataiya will move on once the cement theme plays out.Check out orient cement with a much higher capacity and better management.

12)KNR constructions and J kumar infra are sound infra bets.

13)Out of aptech,praj,tube and fintech-Well TIL should much better than the trio.

14)A lot of funds are fancing Arvind.Seems a good buy at dips.Watch out for orbit exports.

15)Ya pretty bullish on steel strips.A good auto ancillary bet.

16)Haldyn and poddar pigments can get rerated in the near term.

17)Not following HOv but what you pointed sounds of some good value.

18)HB stock is more of dividend play.Nothing interesting to bet upon.

19)Go and apply for sharda cropchem.Reasonable valuations considering the present market conditions.

20)Freshtrop looks the best out of the lot.

21)DCM shriram is a wonderful long term.Management finally on track to deliver.

22)Not following bnr udyog.

23)Both the aartis and navneet are in sound shape.All the stocks should outperform.

24)I prefer dhanuka agrictech from that sector.Until and unless those state psus are divested,guj alkali wont move much.

25)Bullish on pipavav,delta corp,orient green,hcl info from your lot.

26)Not following dhampure and almondz of the world.

Anonymous said...

What is your outlook on Ujaas Energy & Genus Power?

madhuri said...

Magma fincorp and kitex can be purchased at current price

Anonymous said...

Dear Arun,

Pl. update on the SC hearing on Coal blocks. What will be the future of Jai Balaji Ind.?

Anonymous said...

Valuepickblog
Why shouldn't one buy a stock recommended on blog going by the past trend ?? He and his associates are also making money ..
If we get information on the stock for decent 20-30% gain ..
One more thing - when he recommends an illiquid stock it goes up 50% in a week and liquid ones hardly trade in 20-25% range . eg- capital first , m&m forgings , kopran , they went up 20% on Monday and then traded below or around the closing price and after a week the volumes dry up ..

Anonymous said...

value pick's puzzle ans may be not sure DIVYASHAKTI GRANITE. i m still confuse or searching more from his clue. plz friend check DIVYSHAKTI... may be i m wrong plz check own mind. thanks.

Anonymous said...

DIVYASHAKTI's curren assets and book value double than current price. anur ji plz advice me why r not increase stock price???

bhanu murty said...

Hahahahaaaaaaa!
Annual sales is 55cr against 37 cr market cap,
Profit declines 50% Q on Q,
JAI MAATAA DI! Divya Shakthi De!

Jhraana said...

Dear Arun ji,

please review on "JMT Auto"

Regards

Anonymous said...

Hi Arun,

Your thoughts on Kopran, Godavari Power & Ispat Ltd. (had bought it on 119 and sold it on 153, after the market rally, it's still holding its high levels) and REC (Rural Electrification Corporation)?

Thanks.

Anonymous said...

Hi Arun.
Can you look at Bedmutha Industries - Which you even suggested some year back. Now company have commenced new plant in January. And bottom line have been improving for past few quarters. Do you think it look like turnaround story

Anonymous said...

Value pick stock is welcast steels ltd parent co is AIA ENGG

bhanu murty said...

Salute to the well done research, ya, it seems to be WELCAST!

Anonymous said...

Dear Arun,

Your take on NIIT ltd & arrow coated at CMP. Thanks.

Anonymous said...

Dear Sir
What is your take on Tata Global beverage for short and long term

Anonymous said...

Dear Arun,

Jai Balaji has been hitting lower circuits from past one week due to coal blocks deallocation news.... can you please let us know what is the future of this stock and is it going to loose all of it's coal blocks?.

Thanks,
Ganesh

Anonymous said...

Respctd sir,
I buy TV today @220 did I make d move at wrong time shud I have been wait for some correction to buy this stock.
Plz your advice on this.

Anonymous said...

Hello Arunda
Can we add Fluido at cmp I think 2day it is 213

Anonymous said...

Hi Sir
Your view on KRBL pls..
Thanks

Anonymous said...

Hi Arunji! What is ur view on knrconsttuction @cmp witd regards Anil

Anonymous said...

dear arun sir.i lost twelve lakhs in trading out of 16 lacs.was an investor first den became a trader.atlast realised its not my fate.lastly from sumwhere started following you.invested i minda and fluido mat.i understand you r not like those curropt brokerage houses who cheat small middle class investors.all your recommended pics have hitt targets.you r like a boon for small people like me.u make them earn profits as well.plz advie minda industries targets in upcoming days.all auto anclry stocks have really rallied fast.but not minda till yet.lg bala had a great run today.may bappa help u to make money for your followers nd yourself.kind regards abhishek

Anonymous said...

No.. Mrkt/Sales is 0.58..

Anonymous said...

Sir, already replied many times.. KNR C is gd bet for LT and proxy for infra..

Anonymous said...

This blog is for LT investors and not intra day traders or speculators.. Be patient Minda has run up gd when other stks were at low.. Minda has gd LT charts.. Hold tight!

Anonymous said...

Fluidomat is long term play.. Many don't understand industry.. Buy in SIP manner..

Anonymous said...

Wait till 9th Sept for final verdict.. Jai Balaji will turnaround provides coal blocks are allocated..

Anonymous said...

Kitex: wait for correction (tralling at high PE)

Anonymous said...

No.. Q1 FY15 OPM% declined on q-o-q basis.. Further, No major improvement in topline..

Anonymous said...

Gd for LT investors..

Anonymous said...

Neutral at this level.. Suggested at lower level.. LT bet!

Anonymous said...

Hello Arun,
When is your next recommendation coming up for readers like us? :-)

Anonymous said...

hlo dear sirji
plz explain view on DIVYASHAKTI GRANITE cmp 37 while current assest and book value double than price. promoter holding also good then why stock price not increas. other side asian granito price 109. eps just 6 and p.e. 17. while DIVYASHAKTI eps 6 and p.e just 6. and Total debt free company. plz plz share ur view.

Anonymous said...

dear sir we are actually torturing with a sea of question every day , only answer those which has a merit .we should not bother you for ours sake .thanks

Anonymous said...

thank u.i was a lt investrr.but lost all my hard earned money.after frustration got into trading..i know market is full of speculation.i sincerely fell that arun sir should help us and his name gains more fame than rakesh jhunjhunwala.yes see bharat forge.lg bala...all had a huge run because of these chor brokers who speculate.look at larsen.every brokerage recommended a bu during election nd result.they made money fr fiis and ran away.same with jain irrigation nd gail.it was all opposite.

anil kumar said...

sir ur view on polyplex corporation

anil kumar said...

ur view on diamond power infra at 120.

Anonymous said...

OPM and NPM both are increasing in every quarter and there is improvement in topline..

Anonymous said...

Your view on Gujarat.Ambuja.exports at 57

madhu said...

Hi
Sir please advice on shanthi gears and rssoftware at cmp

Anonymous said...

Sir, all above mentioned stocks are fundamentally sounds scrips.. They command high PE (product, mgmt, favorable cap structure..).. If LT why/ what worried about..

Anonymous said...

Hi arun...
Pls share u r views on ratnamani tubes and metals...can v enter at cmp

Anonymous said...

ur view on india cements

Anonymous said...

Value pick guess the stock


Aimco pesticides (Excel Crop Care Group) is the answer and there are buyers from Monday .. So don't buy the stock on Friday or Monday
.. Today also 20k shares were sold on upper circuit ..
In this financial year the stock is already up 6 times
So please avoid and buy only when it corrects to 25-30 bucks

Anonymous said...

why do you think it will correct ?? Good growth stocks are compelling buy at any point of its value .

sima said...

HI ARUN
WHAT IS VIEW ON RYSTEMS INTERNATIONAL . BHAVIK TRIPATHY IS HOLDING A GOOD CHUNK OF ITS SHARE .

bhanu murty said...

Aim co Pesticides..... Hmmmmm!
Not 40 years old, Did MD changed during FY 2013-14....... DoubtFul

Anonymous said...

Hi Arun Ji,
Please give your opinion on the following companies for long term:
(1) Kirloskar Pneumatic
(2) BGR Energy
(3) ZF Steering
I am holding these stocks since last 2 years, what are the recommendations for the above.

Anonymous said...

sir your views on Aro Granite. buy or not ?

Ashiq mehraj said...

Arun sir exide industries looking good buy at cmp is it multibagger stock wants to buy if I am right what is your view thanks

anil kumar said...

Kalatiya cement is answar

Anonymous said...

Sir ur view ant ccl products.

Anonymous said...

It is listed on nse also :)
I think no one has found the answer as of know ..
Aimco is not more 40 years old company

Hrishikesh said...

Hi Arun,

I heard that Astral Poly is getting split. can we buy at this moment? whats your view?

thanks,
Hrishikesh

O.C said...

Hi Arun,

I am holding Jail Balaji @ CMP 25 and tracking its progress regularly. I know that its Rohne coal block news will be coming in Nov 2014. Till then is going on speculation. I wanted to know the reason for immediate fall for past 2 weeks and how company is working towards the growth.

Anonymous said...

There is a Supreme Court ruling which is currently going on. You can read the news papers. There are changes that the coal block including Rohne may get deallocated hence the fall in price

Anonymous said...

Sir, whats your view on Future Consumer Enterprises (FMCG owned by Kishore Biyani) at CMP.. 9/- for LT..

Arun Mukherjee said...

1)Was a Biyani fan but not more.Exit at rallies.

2)Ya you are about the reason for drop in jai balaji prices.If the court cancels the coal blocks from 1993-2010,there's no more November.In any case existing valuation should be much higher than the present price,without the coal blocks.

3)Astral poly is a wow company with more wow days to come.Split or no split,its one heck of a company.Salman fans are swallowing all the share it seems.

4)Continental coffee or ccl products is a good buy at dips.

5)I prefer amara raja to exide.

6)Aro granite deserves a higher multiple.So yes a buy at dips.

7)BGR,kirloskar pneumatic,zf steering makes a superb long term trio bet.

8)Its Bhavook tripathi actually whos betting big on R systems.Even am bullish on it.

9)Buy ratnamani and India cements at dips.

10)Polyplex,diamond cables,shanti gears good long term bets.Guj ambuja exports remained cheap forever,yet to understand its business fully.RS software a buy at dips.

11)Keep investing and you will always make money.If you trade,you will loose your pants.

ritesh said...

Hi
Please advice on gammon india bharath immulogical

Anonymous said...

Dear Sir,
Your views on Tata Global Beverage at present price

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This blog does not share personal information with third parties nor do we store any information about your visit to this blog other than to analyze and optimize your content and reading experience through the use of cookies.You can turn off the use of cookies at anytime by changing your specific browser settings.This privacy policy is subject to change without notice and was last updated on 20.3.2013. If you have any questions, feel free to contact me directly here: arunsharemarket@gmail.com Investment in equity shares has its own risks.Sincere efforts have been made to present the right investment perspective.The information contained herein is based on analysis and up on sources that I consider reliable. I,however,do not vouch for the accuracy or the completeness thereof.This material is for personal information and am not responsible for any loss incurred based upon it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above.The stock price projections shown are not necessarily indicative of future price performance.The information herein, together with all estimates and forecasts, can change without notice.
 
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