The commodity super cycle is coming to an end, thanks to slowing growth in China.
Dr Doom, Nouriel Roubini, had predicted this 4 years back. He has now been proven right.
Commodity producers (miners, oil explorers, steel producers etc) are going to have a hard time in the coming future.
Seamec, Tata Steel and Tata Sponge (this website`s 3 previous recommendations) can be sold off.
This website will now recommend commodity end user stocks (similar to Lloyd Electric, TRIL etc)
Commodity end users (including auto companies) are going to be the biggest beneficiaries of this phenomenon.
India is also poised to reap big dividends from this effect. Already, with lower crude prices, inflation is fast coming down.
thepokaranmoneymanager 
I request you to cover PTC INDIA FINANCIAL SETVICES. A powerful play on renewable energy projects which are going to be of prime importance.
Will try my best Sameer. Thank you for the question
gud evng sir
can eveready be bought at the current level..promoters r buying from open market and u told tht commodity end users vl b benefited…if zinc prices comes down then this company would b benefited….pls give ur valuable view…thanks
Hello Ravi. Let me take a look and get back
From a very cursory glance, the eveready PAT margins for last year seem very low. Not sure why this is the case. I may need to get into the annual report to know better. But yes, if most of their operating expenses are spent on raw materials (which I expect it to be) then they will see wind fall profits in the next 2-3 years. Copper, zinc, iron ore, steel, crude etc etc prices are going to take a big hit. This will help eveready
Hi, llyod electric has come down from the high of 190s to 140s. I saw their advertisement on tv and it proves their growth plan. What do you feel can it go 4x from here in 2-3 years. What would you prefer holding for 2-3 years from now – EIL or Llyod electrc?
Hi. I would hold both Lloyd and EIL. But it really depends on your risk profile. If you are willing to take more risk, buy Lloyd. If you are a middle aged person with a family to support, buy EIL.
Thanks a lot for the reply. And by the way I am 25 yrs old and have fair enough risk appetite. I would like to discuss few more stocks. I request you to give your email id. on the blog itself or to my email whichever way you are convenient.
Hi Saurabh
We can continue conversing on the blog itself. Shoot your questions and I will answer as many as possible.
Smashed commodities and (still trending) low inflation are the great auspicious tidings this Diwali showers upon us – Indian investors. And they will lay and be the stepping-stones of this gorgeous bull market!
Can you look at Forbes Company ??
Very old listed company and Promoter is Shapoorji Palonji ..
Looks decent and numbers aren’t that great as of now but there is too much value at 800 odd crores market cap
Hi Rahul
1) Price to Book value is more than 7x
2) The company is into shipping, a sector that is very sensitive to global economics
3) They made a loss this year but even assuming that they could make a 10% PAT margin next year, the company will still trade at more than 20x Price to Earnings.
I maybe missing something here, but from how I see it, this company is not undervalued. It maybe a great company but it is not cheap.
Thanks for the questions and please keep asking.
Thanks for the reply ..
Eureka Forbes , Gokak Textiles and JV with Lux International and then there the shipping business engineering business too and plus the value of the office is Mumbai is around its marketcap .. Its an highly illiquid stock and good holdings with promoters and fiis ..
Value unlocking can happen over the time ..
I don’t how to analyze the numbers ..
Its an investment for the next 2-3 years or maybe I can hold it for more years ..
Bought some Engineers India and Dredging Corp after reading your blog .. Though the quantity is small and would have liked to add on declines and it did not turn out to be that way and the stock zoomed 10% yesterday .. Thank You ..
Happy Diwali and A Prosperous New Year !!
Regards
The prime story of Forbes & Company is about its 100% sub – Eureka Forbes Ltd and its flagship brand Aquaguard… seems worth exploring!
happy diwali to u and ur family……
what is ur view on ifb agro..thanks
Hi Ravi. Got the chance to look at IFB Agro sometime back. They are in prawn and fish feed areas. The only problem is that IFB`s corporate governance is not very exciting. Hence, I would stay away
Kindly look at this blog’s recommendation – SKM EGG PRODUCTS .. it will likely do 100 by next month and maybe 150-200 in coming years because valuepick has recommended it ..
Thanks sir
wen vl u give ur next valuepick stock..