Hi Harish, Jagdamba Polymer is fundamentally a good stock IN PACKAGING INDUSTRY and also undervalued.Strong promoter holding more then 70% and approx 20% is held by HNI and mutual funds.Low equity base makes it a iliquid stock.It trades at very thin volumes.You may expect good returns from current levels.STAY INVESTED.
Hi Sir, Thanks for the new pick Shree Pushkar Chemicals. I would like to know your views for investment between Goodyear India and TVS Srichakra. Which one you like and also do you suggest investment in tyre companies. Thank You.
Hi Venu, Both are good stock difficult to pick both are technically creating new highs.IF you need to make tough choice of picking one then i would pick Good year
Hi Mukesh Sir, Magna Electro Casting is still a buy @ 145/-? Please share your thoughts on when can we see growth in sales numbers. There is some improvement is bottom line recently.
Hi Mukesh Sir, Thanks for your replies. One request for you, you never talked about portfolio allocation and it will be very helpful to know your views on how much money max in % one can invest in a stock and max no of stocks to hold etc ... for average risk taking investors.
Hi Sir, Pushkar Chemicals is rocking and looks like there is huge expectation of top and bottom line improvement in Q2 & Q3 due to addition of dye stuff business.
Yeas Venue, Expectation are high expansion and improve sentiment should help company to deliver much better results going forward.Stay invested and ride the tide.
Dear Mukesh, Please provide your view on Kesoram sister concern of century enka, amid news of restructuring company looks promising but is it a buy at current 187 levels what are your views? There has been huge surge in the price since last month or so.
Dear Ravi it is company which is restructuring and reducing debt and turning around all has got priced in based upon the expectation tyre and cement division should do well going forward with increase in demand and margin.technically created new highs one can take a small exposure and keep eye on results.
Sir your view about SHRI JAGDAMBA POLYMERS LTD. Waiting eagerly
ReplyDeleteHi Harish, Jagdamba Polymer is fundamentally a good stock IN PACKAGING INDUSTRY and also undervalued.Strong promoter holding more then 70% and approx 20% is held by HNI and mutual funds.Low equity base makes it a iliquid stock.It trades at very thin volumes.You may expect good returns from current levels.STAY INVESTED.
ReplyDeleteHi Sir, Thanks for the new pick Shree Pushkar Chemicals. I would like to know your views for investment between Goodyear India and TVS Srichakra. Which one you like and also do you suggest investment in tyre companies. Thank You.
ReplyDeleteHi Venu,
DeleteBoth are good stock difficult to pick both are technically creating new highs.IF you need to make tough choice of picking one then i would pick Good year
Dear Mukesh,
ReplyDeleteNeed your views on Kesoram a sister concern of century Enka at current levels 172 for two years
Hi Mukesh Sir, Magna Electro Casting is still a buy @ 145/-? Please share your thoughts on when can we see growth in sales numbers. There is some improvement is bottom line recently.
ReplyDeleteDear Venu
ReplyDeleteI am holding it you may buy it on dips stock on long term looks poised for growth
Hi Mukesh Sir, Thanks for your replies. One request for you, you never talked about portfolio allocation and it will be very helpful to know your views on how much money max in % one can invest in a stock and max no of stocks to hold etc ... for average risk taking investors.
DeleteMukesh, Are you still positive on Anjani Portland at current level?
ReplyDeleteI see reports of a family fued within management..thoughts on that
Hi Sir, Pushkar Chemicals is rocking and looks like there is huge expectation of top and bottom line improvement in Q2 & Q3 due to addition of dye stuff business.
ReplyDeleteYeas Venue,
ReplyDeleteExpectation are high expansion and improve sentiment should help company to deliver much better results going forward.Stay invested and ride the tide.
Dear Mukesh,
DeletePlease provide your view on Kesoram sister concern of century enka, amid news of restructuring company looks promising but is it a buy at current 187 levels what are your views? There has been huge surge in the price since last month or so.
Kind regards,
Ravi
Dear Ravi
Deleteit is company which is restructuring and reducing debt and turning around all has got priced in based upon the expectation tyre and cement division should do well going forward with increase in demand and margin.technically created new highs one can take a small exposure and keep eye on results.
Thank you.
ReplyDelete