Warren Buffett Quotes

Saturday, October 18, 2014

CAPITAL TRUST LTD - RESULT UPDATE





 
Capital Trust Ltd recommended few years back at a higher price compared with  Current Market Price.This micro finance company's performance badly affected in past few years- as in the case of peer company SKS Micro Finance  - due to uncertainty in micro finance sector  and lack of clarity in laws .Now, in recent times company seems coming back to growth path  and reported improved numbers in last two quarters. Company already reported more than Rs.5 EPS for  six months itself in this FY.When I recommended this stock earlier , It had 23 branches and now the same increased to 60 +

September Result as follows



Stock is currently trading around Rs.50 and listed only in BSE

Link to Company Website HERE

Link to Latest Annual Report HERE

Link to Old Recommendation HERE

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  Answer for GTS - 7 will be disclosed on Muhurat Trading Day
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Monday, October 13, 2014

SUPERHOUSE LTD - UPDATE

This stock recommended twice,initially @ Rs.62 and later @ Rs.100 . Stock is currently trading around Rs.275 .Those with some risk appetite can still HOLD it for long term.

Old recommendation links HERE and HERE



Saturday, October 11, 2014

DIWALI SPECIAL - GUESS THIS STOCK - 7








TRY TO IDENTIFY ONE STOCK WITH FOLLOWING CHARACTERISTICS

1) NO OTHER COMPANY TRADING IN BSE OR NSE  MANUFACTURING THE SAME PRODUCT MANUFACTURED BY THIS COMPANY .

2) OPERATING IN AN INDUSTRY WITH HUGE UN TAPPED POTENTIAL (THE ENTIRE INDIAN MARKET ITSELF IS ALMOST UNTOUCHED)

3) MARKET LEADER IN THIS INDUSTRY ( LARGEST PRODUCER FROM INDIA)

4) REASONABLY HIGH ENTRY BARRIER

5) TRANSPARENT BOOKS

6) DECLINING DEBT LEVEL FFROM  MORE THAN TWO YEARS

7) CURRENT MARKET CAP( FULL)  IS  LESS THAN HALF OF ITS LAST YEAR  SALES

8) PROMOTER STAKE IS ABOVE 50 %

9) IT IS  NOT FROM SERVICE SECTOR .

10) IT IS NOT AN ALREADY RECOMMENDED STOCK

11) IT IS NOT A LOSS MAKING COMPANY

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Friends ,

Try to find out the company from the above  clues and send the answer to my mail id (valuepick100@gmail.com) with subject line ' GTS-7 ' ,till 20th of this month  .Correct answer with detailed report will be posted on Muhurat Trading  Day morning. Please don't ask for more clues or expect any confirmation mails ( Only because of practical  difficulty to reply for thousands of mails) .

Plese send the answers only to my mail id and do not post in blog itself as messages.





Friday, October 10, 2014

SAKSOFT LTD- UPDATE

This stock recommended about  six months back @ Rs.85, hits its 52 week high Yesterday @ Rs.175 . Stock already appreciated more than 100 % .Those with risk appetite can still hold it and others can book profit .

Recommendation Link HERE

Thursday, October 9, 2014

JENBURKT PHARMACEUTICALS LTD - BOOK PROFIT


JENBURKT PHARMACEUTICALS LTD - Recommended @ Rs.85 currently trading around Rs.320 .Stock already appreciated more than 250% .Suggesting to Book Profit at current level .


Link to old Posting HERE










Tuesday, October 7, 2014

POLY MEDICURE - UPDATE

This stock recommended @ Rs.65 ( Adjusted to 1:1 bonus post recommendation) in 2010  .Now patience is paying for all long term holders and  today stock hits its life time high @ Rs.911 .Those with low risk appetite may SELL 10 % of original holdings to recover cost and  still hold the remaining as cost free .

Old posting HERE

Saturday, October 4, 2014

PATELS AIRTEMP (INDIA) LTD - REPEAT



 


Quality of promoter is very important while selecting stocks for long term hold.Possibility of frauds and fabricated results are very high when the mood in the street is bullish with higher retail participation.Generally , in a bull market , promoters tend to show good results in few quarters to boost share price either for their own exit or to raise fund at higher price .So ,selecting a stock during bull phase need extreme care and we should look beyond the published results and frequent announcements. Considering all these factors ,re-looking into a company which I recommended earlier and still believe there is lot of steam left in long term.

                                   Patels Airtemp (PAT)  is an Ahmedabad based company manufacturing Heat exchangers,Pressure Vessels,Refrigeration and Air Conditioning equipments.Their products are mainly used in industries like Chemical, Power,Refinery,Cement,Fertilizer and Petro Chemicals..etc.For the past many years lot of projects from these sectors were stuck due to various reasons like environment clearance ..etc which is expected to move on in near future. Strict pollution control norms implementing in developed countries helping Indian chemicals manufactures to boost their export by adding additional capacities here.India is expected to grow as a global hub of chemicals and pharmaceuticals in the years to come. Stable price of crude and crude derivatives will help the growth of petrochemical industry . All such developments will indirectly help companies like Patels Airtemp to grow business. Last year company  entered into a long term supply arrangements with a leading global manufacturer of heat exchangers for supply of this product with stringent quality standards.

                                    Revival in user industries and effect of foreign supply agreement is already started to reflect in its order book position. As on 31 March 2014 , company have confirmed orders worth Rs.136 Cr ( Rs.40 Cr order book in previous year) which is highest ever in its history . This order book giving comfortable visibility for next few years. Aggressive purchasing of shares by promoters from open market is another factor which  increasing the confidence level .For the past one years promoters are hiking their stake through open market purchases and same is still continuing  even @ Rs.129 .( Check purchase disclosures   HERE and HERE) .Last year company paid back its entire long term debt and there is no long term borrowings in its books as on 31 March 2014.We know , the past 2-3 years were very difficult for any company operating in capital goods sector . But company paid back all its long term loans and secured the highest ever order book during this period, which is very important point to note. I believe ,company is at the tip of an inflection point and the future will be far better than the past . Since I have already posted about this company just six months back , not explaining further.

                                             Company reported a top-line of Rs.70 Cr , net profit of Rs.4.67 Cr and an EPS of Rs. 9.20 in last FY .PAT is an uninterrupted dividend payer for the past seven years and paid 20 % in FY 2013-14. This is one of my preferred stocks from this sector which is currently trading around Rs.123 and listed only in BSE.

Link to Company Website HERE 

Disc: Holding PAT.

Monday, September 29, 2014

BASF LTD - UPDATE

BASF LIMITED - recommended @ Rs.510 hits its life time high today @ Rs.1370 .Those with some risk appetite can still HOLD this 73 % subsidiary of world's largest chemical company , for long term.

Recommendation link HERE

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