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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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Monday, October 27, 2014

Galaxy Entertainment Corporation Ltd:-The special Diwali call to members

Note:Galaxy Entertainment was suggested to members as a special Diwali call at 31 bucks just few days ago.Scrip is on circuit since then.As it has moved over 20% from the recommended price,time to post in the open blog for the readers.Please don't haste and buy at higher levels.Treat the article for educational purpose.

The Special Diwali call:-

Multibagger Idea-

Scripscan:Galaxy Entertainment Corporation Ltd
Bse Code:506186
Cmp:31 rs
Target:No targets as returns can be huge.
Portfolio Allocation:2-3%

History:The company much earlier was controlled by the Chatterjee group of Haldia petro fame and run by one Satish Chunder, a former banker from Citibank.Unfortunately,Chunder died suddenly and the company became rudderless.The company changed hands in early 2006; one of the largest and most experienced organised retailing chains, Pantaloon, bought 15.73% stake in it(now it holds around 31% stake).It also amalgamated Pan India Restaurants with itself which had food courts.Mumbai-based real-estate firm Phoenix Mills holds a 27 percent stake in Galaxy.Few papers reported the phoenix stake to be higher at 34%.No clue about it though as my figures are based on the SHP of the company.

Scene of 2010(Annual report with 92 pages)

Company:Galaxy Entertainment Corporation Limited was incorporated on August 13,1981.It operates leisure and entertainment centers across the country and as at the balance sheet date it has 23 centers offering a variety of facilities such as bowling,pool and video games,restaurant service etc.Note the below mentioned aspects.

Revenues:36crs
Centres:23
Rent paid:10crs
Debt:26crs
PBT:10crs loss
Cash flows:3crs
Working capital:(3crs)

Scene of 2012:Company eroded its network and was a BIFR case.The company only had 14 centres then.It was nearly a gone candidate but the 2013-14 A.R suggest an entire different picture.

Scene of 2014(Annual report with 78 pages)

Company:Galaxy Entertainment Corporation Limited was incorporated on August 13,1981.It operates leisure and entertainment centers across the country and as at the balance sheet date it has 28 centers offering a variety of facilities such as bowling,pool and video games,restaurant service etc.Note the below mentioned aspects.

Revenues:35crs
Centres:28
Rent paid:4crs
Debt:10crs
PBT:30 lakhs
Cash Flows:14.5crs
Working capital:(13crs)

Note:So the Biyanis seems to have learnt their lesson.Finally they have embraced the power of low debt and high cash flows.Even a lot of meaningless crap pages got curtailed from the A.R.The present A.R is quite a delight.

More from the 2014 A.R:-

1)With cash flows of 14.5crs the company repaid 7.2crs of debt and financed its capex worth 7crs.

2)Out of that 14crs,Trade payables contributed 10crs.The power of trade credit folks.Simply means it has been able to demand trade credit from its suppliers and made best use with it.

3)It got negative working capital of 13crs.Advances from customers stood at over 14.5crs.What the hell?I mean think about it-its gaming and restaurants business did a revenue of 17crs for the entire fiscal of 2013-14 and already 14.5crs+ is in your pocket.This is like your interest free money.Can expand,can pay your suppliers without need of any further capital.Obviously you have some superior offerings or products or plans through which your clients happily paid for it.In an ordinary product,we get the product and then pay for it.In an extraordinary product,we pay way before and get the product later.Recall my earlier recommendations of Caplin point,Symphony,Atul Auto,Relaxo etc.

4)Long term debt of around 4crs would mature within this fiscal.Further it has short term debt liabilities of 5crs.So are we really talking about a debt free,negative working capital,high cash flow generating Kishore Biyani company?

5)After a long long time,the future group as it seems has taken the company seriously.From closing the loss making centres to focusing on the profitable ones,opening up new ones,seems to have done the trick.Over a period of five years,they not only have more than what they had but a lot debt got retired,rentals are down sharply,strong cash flows,large trade credit facilities from suppliers,huge customer advances- all hints at the strong future prospects.This time as it seems,the Biyanis are determined to make it really big.

Food court/Food chain deals:Ammis biryani got a funding of 40crs from Saif partners when it delivered hardly 4-5crs of sales.Paradise foods got funding of 70crs at 3x(as per sources) its revenues from Samara Capital.Other deals in the QSR business include Ventureast investing Rs 21 crore in Goli Vada Pav, a Mumbai-based ethnic food chain selling vada pav, a popular snack in Maharashtra.Sequoia Capital also invested $5 million in Faaso’s,Pune-based vendor of Indian fast food.The only listed play,Speciality restaurants Ipo which was heavily subscribed,was priced at 4.5x its fy11 revenues.

Point to note:Owing to accumulated losses(negative reserves)it should have a lot of deferred tax assets.This amount is available to offset tax on future taxable income.Given the carried-forward tax loss,no tax provision is required for atleast some more quarters,if not years.

The Era of Sports:Probably sports in near future will occupy all our 365 days.We already have IPL,Kabbadi league,badminton league,Hockey League.ISL or Indian soccer league just got started too with a bang.Not to forget the ever raging EPL,Uefa champions league and all other sports carnival which we crave for bigtime.You can now enjoy all those on big screens with a glass of beer at food courts managed by Galaxy Entertainment Corporation.

On words of Sunil Biyani:"The Indian food service industry is growing on the back of increasing income and changes in food consumption pattern.Besides, food courts are driving this industry as malls are expanding to smaller towns.Food-courts play the role of anchor tenant in a mall. Along with complimenting businesses such as books, games, fine dining restaurants and movies,they provide good recreational space to the customers.However, there is a huge vacuum and the latest offerings are geared towards entertainment, relaxation and leisure dining. We plan to open 22-24 food-courts this fiscal at an investment of 10 crore".It currently runs 11 food courts, and has tie-ups with various malls to operate and manage food outlets through a minimum-guarantee-plus-revenue-sharing model.

Raju Nanwani?Who?Was looking at the SHP and found this bloke having 1.8 lakh shares,acquired over the last 9-10 months.The Bible of internet(obviously Google)came with few results,notable among them was a guy who also happens to be the VP of ICICI Sec.Considering my 9600 readers,he probably would have the search of his life now.Jokes apart,mailed him up but no reply as on time of this note.So is it like already the smart ones have started accumulating it?

Recommendation in public domain:Couple of reputed guys did recommend the counter with multibagger tag but those lacked any meaningful substance.In any case the stamp of value seekers help.

Few links to vindicate my stand:-

1)http://freepressjournal.in/sporty-menu-at-sbxs/
2)http://indulge.newindianexpress.com/high-spirits/bangalore/8651
3)http://epaperbeta.timesofindia.com/Article.aspx?eid=31806&articlexml=DESIGNS-ON-YOU-Distressed-look-in-their-genes-15062014002026
4)http://brandsdisplay.com/?p=3271
5)http://archive.asianage.com/life-and-style/sports-city-338
6)http://www.thehindubusinessline.com/companies/future-groups-galaxy-bets-big-on-food-courts/article5902020.ece
7)http://www.fashioncurry.com/night_life.html
8)http://mumbaimag.com/sports-box-mumbai/

Fy13-14 numbers:It delivered a sales of 35crs and a PAT of 30 lakhs for fy13-14.Trading in fabrics contributed 17crs of revenues.Have no idea what it is all about.Core business contributed the rest(my subject of interest).

June numbers:Net profit of Galaxy Entertainment Corporation reported to Rs 0.20 crore in the quarter ended June 2014 as against net loss of Rs 2.30 crore during the previous quarter ended June 2013. Sales rose 18.20% to Rs 5.52 crore in the quarter ended June 2014 as against Rs 4.67 crore during the previous quarter ended June 2013.

FY14-15 Guidance:They expect to end the year with a 20% growth.

What can derail the story:Biyani is an over aggressive guy who for sake of topline growth sacrificed his cash flows and through massive debts made his empire.As we all know what followed next.In 2011-12,the company seeked shareholders' nod to hike borrowing limit to 80crs.So far,the company has pared debt but in case it opts for a big debt funding,the story will change again.There's no need of any debt as can be made out from the above penned lines.

Conclusion:So the scaling up of business is happening at a rapid speed.Its quoting at a mcap of just 46crs.The company's business of gaming and restaurants contributed 17crs on last fiscal.So roughly 2.7x of its trailing revenues.We are talking about a business with quite a bit of margin of safety.Valuation wise too,at 2.7x trailing revenues ,in comparison to the above mentioned deals,sounds pretty cheap.Scaling up of business with pedigree of Biyani,nearly zero debt company with high negative working capital and loads of cash flows makes it an interesting buy at present levels.There's no listed comparable peer,hardly any floating stock to talk about too.Even above average numbers can make the stock move really really high.

Btw:The company trades with very little volumes.Its overlooked for reasons not known to me.Buy slowly and accumulate at declines.Let the story unfold more.Don't make the stock move up with artificial forceful volumes,let market realize and re-rate it."Wish you all a very happy,peaceful and prosperous Diwali".Happy Investing 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.

97 comments:

bhanu murty said...

It is disappointing that we can not enter into this, as every day, some one is blocking it with a UC. Please suggest.

Ashiq mehraj said...

Sir please your view upon aksh optifiber as stock not performing should I hold or exit thanks

madhu sudan Acharya said...

Do you suggest investment in PROZONE CAPITAL AND SHOPPING CENTRE?

jadeiori said...

Arun can u suggest companies which enjoy monopolies
For eg symphony in air coolers eicher motors in 250++cc motor cycles


Can u suggest some companies like these in listed space

Vaibhav said...

Hi Arun,

Please share your views on RS Software considering the recent results where the topline has been flat. There sales from Rest of the world have reduced.MD has been consistently saying in the interviews with ET Now that they are focussing on reducing the client concentration risk.

Rahul Kapoor said...

Hello arun sir,

Pl suggest about following stocks at present level for medium term.

1) bilcare
2) Grauer and weil
3) shilpi cable

sasi kumar said...

Intec capital
It doesn't go anywhere
I doubt it sat on quickfix

Ashiq mehraj said...

Sir can you recommend bilcare ltd. At cmp for multibaggar return

Rahul Maliwal said...

Dear Sir,
Can we compare Galaxy Ent with Delta Corp. Since both are in Gaming and hospitality business

Rtn Ram kumar said...

Sir,
what's ur view on Vinati organics added by mfs n with a whooping ROE of 37% for the past 5 years?

Nachiket Kamat said...

Hi sir.


I am reader of your blog and want to invest for 15yrs. Every month I can invest 8000 rupee. Please advice in which stocks I shall go with.


Thanks. 

prajeesh gopinathan said...

Sir what is your views a2z maintenance & drdatson

Rahul Kapoor said...

Sir,
Pl share your views about crompton greaves at present level for short term view.

Jayantha Shetty said...

Dear Sir,
Kindly let me know your views on
Marksans pharma
Eveready Industries
Both going great from past 2 days.

Rakesh said...

Hi Arun,
Your view on GATI results. Also your view on Manjushree following their bad results?

Saourav Das said...
This comment has been removed by the author.
Amit Chandra said...

Any views on Styrolution ABS and PBM Polytex? Thanks.

Navjot Pal Singh said...

Arun wats ur view on RS software.it is falling daily.shd one can book profit or can add more at 600 levels.ur comment is highly appreciated.thanks

jatin shah said...

Hi Arun
Your view on Technofab engineering at current level

Jayantha Shetty said...

Dear Sir,
Kindly let me know your views about Ambuja Cements at current levels

Arun Mukherjee said...

1)Technobab needs to deliver to get higher multiple in the bourses.

2)RS software has been a 10 bagger for me in the last 3 years.Play with trailing stop.

3)I dont follow pbm but bayer abs is a good long term deal.

4)Very very high on logistics.I own tci,gati,shreyas from long now.Even Have suggested balmer lawrie to members.

5)GATI performed exceptionally well.You add the exceptional item and its a different picture.Manjushree is a class act.Should do well in long run.

6)Marksans is a lifetime miss for me probably.Inspite of the hunch didnt buy it at 2 and 5 bucks.Eveready has restructured and seems on way to better days.

7)I prefer havells to crompton anyday.At one time havells was a 100crs company and CG was what like 12000crs.Havells is nearly hitting 20000crs now,CG remains there.

8)Dr daston is a dubious company.A2Z in dire straits,they got no working capital,cant pay even salaries,let alone debt servicng.

9)For long term buy asian paints,tv today,godrej properties,repco,gruh,amara raja,thmoas cook,shilpa medicare,selan etc.

10)Vinati has been a massive wealth creator over the last 5 years,yet nobody speaks about it.Will further provide wealth.

11)Galaxy with delta?You are mixing the macau based gaalxy with the biyani one.

12)Bilcare is a high risk return case.So is shilpi and grauer.Shilp and grauer promoters are greedy and comes with not so great intentions.If you know what I mean.

13)Fluidomat is kinda monopoly.One of my favorite bets.Intec capital a delisting bet.

14)Rest of the queries got addressed in the shreyas post.

dwayne smith said...

Thanks for sharing such valuable information with us and keep looking further for such wonderful information like this by you.

Abhik Das said...

Dear Arun .... I follow your blog regularly and am thankful to you for the profits I made from your suggestions.
However, the only problem I face is that you suggest good stocks in your blog but don't mention about the exit point. Sometimes some stocks don't perform as expected (I don't blame you, as market is by nature unpredictable), I don't know whether to hold or exit.

I seek your feedback in some of the stocks that I bought on your suggestions:

1. Dhunseri petrochem and tea: hold or sell??
my entry: at Rs 115 in Mar'2012
your target: Rs 219 by Dec'2013
performance: at 98, attained 180 in Sept but fell sharply thereafter.

2. Styrolution ABS: hold or sell??
my entry: at Rs 719 in Jun'2012
your call: hold on in near future
performance: fell to 400 level, grew to 630 at present.

3. Yuken India:
my entry: at Rs 148 in Dec'2012
your target: 20% CAGR for next 3-5Y
performance: at 255 (72% profit in nearly 2Y)
Shall I hold or exit?? If hold, how long and with what stop-loss?

4. Jyothi Lab:
my entry: at Rs 177.60 in Dec'2012
your target: 30% CAGR for next 5-8Y
performance: at 241 (35% profit in nearly 2Y)
Shall I hold or exit?? If hold, how long and with what stop-loss?

5. Gulshan Polyols:
my entry: at Rs 76.84 in Dec'2012
your target: 150 by Jan'2014, hold for 2-3Y
performance: at 217 (180% profit in nearly 2Y)
Shall I hold or exit?? If hold, how long and with what stop-loss?

Your response will be of great help.

Abhik Das said...

you can write to me at my email as well me.abhik@gmail.com

Ashiq mehraj said...

Sir please your view upon unity infra and maninfra thanks for your good job god bless you also your parents and family

Nikhil Sulge said...

sir,what is ur view on reliance power and firstsource solutions

pruthvi said...

Dear arun, please share your view on panacea biotec.

Ha s it turned around.

a good product portfolio phrama comapnay. is it a good bet?

JP said...

Arun Sir, What is your opinion on Mahindra Lifespace Developers?

Sudipto Maitra said...

Hi Arun - Shakti Pump has been corrected and rangebound now. Are you still bullish on it for a 2-3 years perspective?

Rahul said...

Sir ur views on shakti pump vs Patel airtemp...

avinash kuwar said...

Sir my question about capital first selan godrej properties tv today tci and poly pleX I want to purchase all these shares for 10 years

avinash kuwar said...

Sir my question about capital first selan godrej properties tv today tci and poly pleX I want to purchase all these shares for 10 years

GIRISH NEEKHRA said...

Dear sir,

What is ur view on prima plastics at cmp for long term ?

Regards,
Girish

Rahul said...

Where do u see more upside - titagarh vs texmaco rail

Nachiket Kamat said...

Indiabulls Infra and power is hold or sell.?

the dreamer said...

Hi Arun,

What do you think of Rico Auto? Company to replicate the success of its competitors Amtek and Sundram Clayton in future? The recent JV is a positive development I guess? Good time to buy? Or, wait for correction since it has already run-up quite a bit?

Thanks.

madhu sudan Acharya said...

which will be the best logistic space stock for holding long term ----- SNOWMAN, TCI, GATI or any other one? I would like to own only one scrip from this sector. Please suggest the best one.

Nachiket Kamat said...

What is your view on :

1. Indiabulls infra and power. presently at 3.70. Bought 5000@5rupees. Hold or Sell this?

2. Amtek auto is buy or sell call?

3. Shilpi Cables is falling everyday. What is your view, is it right time to enter in this?

jatin shah said...

Hi Arun
Your view on Hubtown & Brigade for long term

Arun Mukherjee said...

1)Hubtown got greedy promoters who delivers little yet make big promises.Just got the invitation to attend the concall of brigade.Let c what they are upto.

2)Sell indiabulls infra and shilp cable at rallies.Amtek auto should double in 3 years.

3)They all are different companies in the same sector.Can buy all of them,from shreyas to balmer to gati to tci.Can only have 1 and words like that sounds very childish in markets.

4)Ya tracking rico auto closely.Some big time investors got in recently.Add up at declines.

5)Titagarh,texmaco both should do well over the longer run.

6)Not following prima plastics.Panacea is expected to have a good time ahead.

7)Great portfolio avinash.I almost got all of them too.

8)Shakti will grow at 30% cagr.So a cool bet.Patel airtemp does amazingly well when the economy picks up.More of a bull market counter.

9)I prefer godrej properties and poddar developers to mahindra life or other players.

10)Rel powr is another one which guides big and deliver nothing.First source should do well in the med term.

11)Man infra and unity infra are decent bets which should get rerated once the interest cycle changes in their favor.

12)Gulshan,bayer abs,jyothy labs are favorites of mine,should be long term compounders.Not following rest but what made you buy them?

Suranjan Sarkar said...

Hi Arun,

Apart from my mid term (1-5 years) portfolio, I am slowly trying to build a very long term core portfolio (say 5-20 years) which can withstand any major bear phase(s) for two decades but still can compound money at 18-20% CAGR over the period. Couple of months back suggested: "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 great picks but safe bet. I hold majority of them. Just curious on few of them:
(1) Any reason TCS was not included
(2) Though Amara raja batteries is doing very well and probably would do for next 5 years, but is it safe and great bet for 20 years. Can't it lost track like Exide did? Any reason Bosch was not considered?
(3) Any reason Godrej Consumer was cosen ahead of Nestle/HUL/GSK Consumer/Colgate/? Is it just the valuation and future growth prospect? If so, what about Godrej Consumer vs GSK Consumer?
(4) Both Hero and Bajaj auto are great long term wealth creators in the past. Any particular reason why Hero was chosen over Bajaj?
(5) Do you think Crisil, MCX and TTK Prestige can be included in your coveted list?

Thanks

the dreamer said...

Hi Arun,

Are you tracking these counters:
Syncom Formulations, Indian Acrylics, Vikram Thermo and Meghmani Organics? Any take on them?

Thanks.

sahil taneja said...

Arun sir,

Your views on Sagar Cements ?

Thanks

CHINMOY GHOSH said...

sir would you like to comment on bhageriadyechem as a long term safe compounder ? your reply is appreciated

CHINMOY GHOSH said...

sir would you like to comment on bhageriadyechem as a long term safe compounder ? your reply is appreciated

Pratik Parikh said...

Sir, how to get ur tips?
I want to invest in stock market.

Ashiq mehraj said...

Sir I bought aksh optifibre at cmp what is your view should I hold for one year and how was its recent quarter results thanks sir

anil kumar said...

ur view on ashok leyland and orient bell

anil kumar said...

ur view on orient bell and force motors

anil kumar said...

ur view on next media

Vijay said...

Dear Arun

pls share ur view on Indoco remedies,Sarda Energy,RCF,Trident

quiteobserver said...

Arun pls share ur view on VA Tech Wabag at CMP of 1590. Hw do u think co will fare in q2 results tom?

Mohnish Agarwal said...

Arun plzz help...I hv purchased basant agro @10.05..is it good bet 4 long term ..plzzz guide me.

sunilagarwal01 said...

Hi Arun

What your view on marksans post results and block deals happening last two days that is today and on Wednesday

Your advise would be highly appreciated

Thanks
Sunil Agarwal

madhu sudan Acharya said...

are u still bullish in NITIN FIRE?

Nachiket Kamat said...

HOV software looks like undervalued and lot of speculatiins about it gojng from 160 to 500. Whats ur view on Hov

Abhishek said...

Hi Arun, I am looking to make a long term portfolio of future winners whose potential is yet to unlock. Similar to what Titan, Shree cement, Page industry, Solar explosives, Balkrishna, Cera , Ceat, HSIL, IPCA, Lupin, Voltas, Britania, Eicher, Glenmark all were unnoticed mid cap & small cap 10 years & multiplied investors wealth to at least 30-5o times each in last 10 years. I want to prepare a similar portfolio of 15-20 stocks for next 10 years of India's golden era...I am a high risk taker and Growth potential is more important than safety of capital..prepared for 4-5 stock to go bust ..but overall the objective of 20-30 bagger with a mix of high growth high risk stocks..ready to hold consistently for next 15 years. The stock I am seriously thinking for this portfolio and their reason are:

1) Shriram Needle bearning(Niche,low float,trusted group)
2) Keltech Energies(Critical industry,stable customers,Infra boom)
3) D-Link India(Market leader,IT Boom & Data penetration)
4) Gokaldas Exports(turaround bet,Blackstone owned,beaten down price)
5) DCB Bank (High growth rate & ROE,small base effect)
6) Sharp India(world leader Japanese parent,Big plans for Indian mfg.)
7) Maxwell Industries(trusted brand,can be a repeat of Page industry,entering into exclusive own brand retail business)
8) Kellton Technologies(Surprisingly impressive customer profiles, leader in Mobile based app development)
9) Rolta (super niche industry, industry leader)
10) Marico Kaya (India's consumption story,high disposable income,trend among youth to look good,established brand,Trusted group,limited float)
11) Wanbury (turnaround bet,beaten down price)
12)Fluidomat (Niche, market leader,India's infra story)
13) Provogue (turaround bet,beaten down price)

Please suggest which one is not fit for my target portfolio. Also suggest which are the names that you want to add to this.(High risk stocks ;Safety less important- no TCS, HDFC,Dr reddy,HLL or Asian Paints etc.)

Ramesh M said...

Dear Arun,

Since Indian Government is planning to make Airbags mandatory for all cars from Oct 2015. How do you see the prospects for Multibase? I believe its orders willcstart flowing in from early 2015 so that the cars coming into market late 2015 will have airbags. I believe in next 1-2 years Multibase could become a multibagger.

Regards,
Ramesh

SGROUP said...

hi arun
what is your view on strides arcolab.

imtiyaz Ujjainwala said...

Your view on nectar life And national construction co. (Ncc)

Mahesh Pokar said...

i know your opinion on capital first for 2 years

Ratna Kumar said...

Hi Arun,,wht is ur opinion on suven life,adi finechemicals,mayur uniquoters,premier explosives,united spirits,TCI,FIEM industries,liberty shoes?pl.tell me should I enter now into these stocks?

Kuntal Payel said...

Hi Arun,

Please tell your views on the below portfolio?

1.Sunil Hi tech 2500 quantity @ 144

2.Mindteck India 5500 quantity @ 80

3.Gulshan Polyols 1160 quantity @236.

Please advise on their future potential.

jatin shah said...

Hi Arun
Your view on Capri global Capital for long term

Deepak Khetan said...

Sir what's your view on IFGL after its results? i have bought it at 210 after you posted the recommendation. Should i average out and hold it for long term. plz guide.

anil kumar said...

SIR UR VIEW ON IFGL POST RESULT

karthik said...

Hi Arun

What is your view on Tv Today post results

Kuntal Payel said...

Hi VP, I would request you to please track or look into Mindteck India from technology sector as it is also betting big on Cloud. Moreover, it is a decent company making good profit and growth. Since, you are keeping Cybertech on radar hence I thought Mindteck which is better than Cybertech is trading at much lower valuations than cybertech.

Please if you could look into it.

Arun Mukherjee said...

1)I have started tracking mindteck but this bets lack consistency.Cloud computing would be very very hot in coming years.Deals are happening at several X to revenues.Infact I do own 8k miles from very low levels.Ricoh,tata communications all will do well.But bet on this small bets once they start to deliver a bit.

2)Tv today is my cash cow.Results were okay.Its gonna have 80-100crs of net cash flows.What will it do with it?Cant just put in bank,expect 15-20rs or even higher dividend from it in coming years.That dividend will ensure it quotes a much much higher level.Ad cap hearing on 20th nov,after that things would hopefully be clearer.

3)IFGl results were good adjusted currency fluctuation.Remains a good steel proxy.Huge valuation gap with peers like vesuvius and orient.

4)Capri global should do well too.

5)Gulshan has been a favorite of mine since 60 bucks.Did recommend to paid members too.Sunil hitech will do well once the economy picks up.

6)suven life,adifinechemicals,mayuruniquoters,premier explosives,united spirits,TCI,FIEM industries,liberty shoes makes a great core portfolio.

7)Very bullish on capital first.

8)Bullish on nbcc and nectar life.

9)Let c how the story pans out for strides after merging sashun with it.

10)Ya you are spot on with multibase.Exciting times are ahead for the counter.

11)Dear abhishek,

I dont like rolta and maxwell or gokaldas from the lot.Rest are worth exploring and chances are they will make one rich with time.Fluidomat has been a favorite of mine for long.Do look at counters like sanghi industries,godrej properties,tv today,kitex,galaxy entertainment,shreyas shiping etc.

12)Avoid counters where people have started talking big.HOV is a good one but needs to deliver.

13)Ya quite bullish about nitin fire.

14)I was seeing marksans this days and man the promoters are hungry for more.Doing all the right things.God knows why or how I missed it at 2-3 bucks.

15)Basant agro wont move until it makes a reverse split.

16)Vatech is a class apart.A bluechip in making.

17)Positive on orient bell and force.Prefer telco or eicher to leyland.

18)Aksh got lethargic promoters.Always under delivers.

19)Too many operators on bhageria dye,so scared of it.Am positive on meghmani out of the lot.

20)Prefer sanghi cement to sagar.

21)Dear Suranjan,

I lack the foresight to bet on a 5 lakh crs company.Cant think it will hit 50 lakhs crs in 10 years you know.MCX and crisil will be future wealth creators.Hero's dividend payout and export potential takes it away from bajaj.Godrej products and the brands with a lower mcap+startegy of growing 10 times in 10 years makes it in my list.Amara raja is eating all exides market share and it will continue to do so.Bosch is a good one but may not deliver as much returs as the other ones.Strategy would be like the godrej group,to make 10 times in 10 years wit a CAGR of 26%.

Nachiket Kamat said...

I invest total of 30k every month in below stocks, plan is for long term. I will do this investment for 5 years. No trading. Need your view..

1. Indiabull infra
2. amtek auto
3. idfc
4. tcs
5. tvsmotors
6. kpit
7. coal india
8. hindalco
9. Merck
10. rico auto
11. wipro
12. tv18 brodcast
13. hul
14. sesa sterlite
15. nmdc
16. ranbaxy
17. tata steel
18. first source
19. mm forgings
20. reliance power
21. Jaiprakash power
22. Tata power
23. ntpc
24. tech m
25. rssoftware
26. powergrid corp
27. Galaxyent
28. sun pharma
29. hov
30. hexaware
31. arvind remedies
32. ybrant
33. hcl tech

sridhar said...

Dude , Sorry not to comment on ur queries . I understand you are a newbie like me . Try to reduce portfolio size and for long term , Arun has advised in several posts .Please search and u can get get the answer by ur self . On high level avoid ybrant,relaince,tata power,india bull etc

Navdeep Juneja said...

Hi Arun Ji,

I was just surfing about good stocks then i don't know how i just came on this blog site. after reading your suggestions. i got your 6 months service. after 6 months i subscribed for one year service. I suggest everyone from now
to go for your paid membership.
Thanks for all of your suggestions and recommendations. i am requesting you to please recommend me some good software stocks that you think is good for portfolio. because i read that you are so bullish on cloud computing.

Thanks again for your recommendations.

:):)

Ashok Gupta said...

Sir, Your view on Sunshiled Chemical

thanveer said...

Dear Arun,
I have noticed a company named Suditi Industries in Textile Business. What I impressed most is that their unique way of business Expansion.

Last year they got Apparel Right in India of FIFA world cup 2014, after the success of that event they have tied up with many prestigious Premier league football Club that includes Real Madrid, Arsenal & Manchester City as well they are in talk with couple of more clubs.

By doing so they are aiming to find a new market segments as well as create a brand value of their Retail brand named "Riot". They have around 15 retail outlets in India and tied up with many Retail Chains and online stores. If you read their last annual report we can understand that They are expecting 20 to 30% revenue growth in current fiscal year.

Apart from this I have noticed 75% of the company holding by promoters in that around 70% holding by Single promoter.

And for the dividend side last year they have given 0.50 Rs/Share dividend for 25% public share holders. Promoters haven't taken any. That is showing management friendly attitude towards the minority retail share holders.

I wish you have a go through on it and will give your valuable feedback on this. Thanking you.

saurin patel said...

Whats your view on current market? ?
Is it right time to buy or wait for some correction??
Please help on this..if yes than whats your next tip ??when you put on this??

Thanks in advance

Vijay said...

hi arun

Ur view on Intense Technologies and opto circuits

preet said...

Dear Arun,

Can you provide us the ways and the links to find stocks that can turn into multibagger. Can please provide a tutorial kind off for layman.

I will be really greatful to you

thanks and regards
Preti

Hari Prasad said...

Good Day Arun,

Hope you are tracking GRP, I feel company have good fundamentals and sector also doing very well, the biggest concern i have is liquidity. What is the future of the company? can we buy at current levels? is there any possibility of liquidity increase?

one year ago year ISGEC Heavy engineering also like this, can this become another ISGEC?

Please advise, your view are highly appreciated.

Thanks & Regards
Hariprasad

varma said...

i purchased 1000 shares of narmada gelatin at 190 rs shall i hold themm now or exit

Kuntal Payel said...

Hi Arun,
Sunil Hi tech has posted exceptional results compared on yoy figures in spite of lean season due to monsoon and economic downturn. The debt has also decreased. Please share your view and details about the results and future potential?

Kuntal Payel said...

Hi Arun,

As expected, Gulshan Polyols declares it's maiden interim dividend of 35% !!!! Top line crosses 100 crores land mark !!!! Top line has gone up both q-o-q and y-o-y by a healthy 25% and 30% respectively. Company provides substantially higher depreciation and increase taxation. Bottom-line is almost flat because of these reasons. However, cost of materials has gone up atleast by 6% q-o-q which is a matter of further investigation. One plausible reason could be old cost of raw-material of corn because of inventory being carried over. It's recommended that we ask this pointed question with the Management. All capex programmes are complete and there is no work in progress. Company carries healthy cash chest of around 45 crores !!! However, best part is healthy interim dividend which indicates confidence of the Management regarding substantially improved working in the second half of FY14-15 !!!!! I feel still more corporate actions may follow in the next six to nine months.

Naveen K N said...

What is your view on SKM Egg Products?

Bhavin Mehta said...

Arun Ji, Suven posted bad Q2 numbers. Is it an illusion? Please analyse through your eagle eye.

PGC said...

Hi Arun,

Pls throw some light on India Bulls Infrastructure and Power. There are lot of speculations going around the corner related to it. Will it be worth considering?

Thanks

Mahesh Pokar said...

I HAVE PURCHASED IDFC @ 90 RS. I KNOW YOUR OPINION FOR 5 YEARS.

imcool said...

Pls give ur view on

Take solutions
radico khaitan
Bajaj electricals
Eclerx services

All for minimum 5 yr time frame.

Please publish and give ur views

akshay shetty said...

sir subex has reported a profit this quarter, gone up more than 45 percent this week, revival possible and good time to buy? or just a momentum gain

jadeiori said...

It seems like a good find ;)

Arun Mukherjee said...

1)Subex was a high quality company 6-7 years back but debt and fccb isue took it down.Still under mess.Need to give it some time to show consistency.

2)I prefer united spirits to radico.REst looks good.Take too needs to deliver better numbers.

3)IDFC remains a long term safe compounder.

4)After the trio parted ways have lost interest in the Indiabulls group.

5)Skm eng I have recommended at 7 bucks ,2-3 years ago.Not sure about it recent outperformance.

6)Suven base has increased a lot and has gotten burly.It will find it tough to grow by 30-35%.

7)Sunil hitech is a class act.They will show even better numbers as the economy picks up.

8)Gulshan poly is still quoting at cheap valuations but those guys hardly sound much when they are pinged up.They need to communicate in a better way with the minority shareholders.

9)Not following narmada gelatin but watch out for nitta.

10)GRP is a well managed company which somehow is unable to grow owing to headwinds.Need to give it sme time to perform.

11)To find out multibaggers either you catch a trend which at present is logistic.Say anyone who got in it even 8-9 months back are sitting on 5-6 baggers which will be 10 bagger in coming few months.Read more and you will get it.No formula per se.

12)I have seen suditi but problem in this promoters float several companies which diverts their mind.Suditi over the last 15 years hardly could scale up.They defaulted too.Let c how they play this time.Its concept surely is interesting and deserves appreciation.The dividend only to minority shareholders that too upon tiny profits hints at better days.

13)Not following opto or intense.Its always a good time to invest provided you get quality counters with margin of safety tag.

14)Sunshild is an interesting microcap.Studying it as of now.

Ratna Kumar said...

Hi ARUN,should I enter in united spirits for multibagger returns?

imcool said...

Dear Sir,
Wanted your feedback on the below mentioned portfolio i am maintaining and adding more shares to them each month. Please inform if they r good for a long term portfolio of 10-15 years. If no, please inform laggards which should be taken out and new stocks which should be added. Waiting for the post to be published and your reply. Thanks in advance.

Thinking to add BIOCON IN THIS PORTFOLIO.

Aptech Technology
Bajaj Electric Cons Durable
eClerx Services Technology
Greaves Cotton Engineering
Indiabulls Hsg Banking/Finance
Kopran Pharmaceuticals
M&M Financial Banking/Finance
Radico Khaitan Food & Beverage
Reliance Power Utilities
Sanghvi Movers Engineering
Take Solutions Technology

Niraj Dugar said...

Hi Any idea about SPEL semiconductor?

ritesh ingale said...

hi..will the logistics sector have positive or negative impact with declining crude prices..

Anonymous said...

Galaxy is not a stock worth investing and just day dreaming that it will work is not good. Better to keep off such stocks which has not performed for 10 years and invest in other stocks which have good track record.

raj said...

Hi Arun,
your site looks impresive . in recent recommendation of galaxy entertainment the official website ( http://www.thegalaxycorp.com ) is not working. do you think anything wrong in this counter

Anonymous said...

Hi Arun,
I would like to know your views on Galaxy Entertainment Corporation. The stock has not done much as understandably the company has not posted good result so far. Looking at the upcoming GST and some improvement on the economic front, do you believe that Entertainment Corporation will be able to report higher bottom line in the quarters to come.
Thanks - Stock Trader

Anonymous said...

Sir give future of the
PTC FINANCIAL
CENTURY PLY
SKM EGG PRODUCT
MARKSAN PHARMA
ASHOK LEYLAND
INDO SOLAR

I want ur valueable guidance abt ths stock

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