Click to access 14-15ConsolidatedQ2.pdf
Am unable to understand how NIIT`s PAT become positive at the very end, in the above quarter result. Will be happy if one of my readers could enlighten me on that.
Irrespective, the company`s succession is very encouraging and in a way has pipped that of Infosys`s muddled succession model.
The new CEO has been with the company for 20 years, been in different divisions etc.
Excellent management, undervalued company and a stock that trades way below intrinsic valuation. BUY remains.
thepokaranmoneymanager 
Mr.Porinju of Equity Intelligence is very bullish on the stock from 32 odd levels and has been adding the stock at 42-44 levels .
I have a research report where we bought the stock at 44 bucks and still holding on .
I can share the report with you if want ??
Took a trading position today @52
Regards ..
Its ok Rahul. I have given the recommendation. So nothing changes that
The entry of Share of Associates’ profit makes it profitable. Share from Franchisees’ profit makes it profitable.
Ok. So does it mean that the first Net Profit head was only for the company`s standalone operations?
It is consolidated results only, but share of associate profits don’t get consolidated line by line. Instead only the bottom-line gets added. If its a subsidiary then its a line by line consolidation, and only minority interest gets subtracted. In this case just NIIT’s share of profits gets added.
Ok. Thank You. Until the final PAT number refers to the total of NIIT`s share of profits then it is Ok. They have actually turned out a profit then.
ur view on tiger logistic ….since all of logstic stk are in lime light …like patel integrted,snowman,etc
i found this co. is in all areas of logstc ie supply chain,project log, cold chain,etc
also giv ur view on whther to enter snowman at current price of 125
Snowman looks terribly overpriced. Tiger looks very interesting. But am not sure if this is the time to enter
Sir, just wanted to know if high P/E ratio can be used as a factor to decide whether to buy or not to buy. Thanks
It depends. No hard and fast rule. Some companies at the bottom of their business cycles maybe making very low profits and hence high PE. But that does not give a full picture. That is why you have to use the PE average over 3-5 years. That gives better picture.
sir good evening, kindly give update on fedders lloyd result is it value buy at cmp 76 or i should wait for correction. thank you
It is a value BUY. You dont have to wait
sir
i feel godrej pproperties has the potential to be a multibagger in long term prospect. It would be great if you share your views on this script for a long term prospect.
Unless and until a real estate stock looks very interesting, I will never recommend that sector.
u already have 250shares of fedder llyod @ 71 … i wish to buy more no of shares as i am siting with some cash as of now….
could you please share your thoughts on rough target that you r looking for this script
I usually dont give any rough targets. I only know that the company is going to do very well in the future
Bought few TRIL today and Fedders Lyod .. Already holding NiiT .. What would be the holding period for these companies ..
Engineers India and Dredging Corp will be a buy on 10-15% dip ..
Are you tracking atlas cycle and Hercules hoists .. They move together ..
Hello sir, how r you sir. Its really give me a pleasure after reading your reply on this blog. Sir I myself a investor in neo corp international. As per me its consistence best performer , as of now quarterly sales is also double compare to market cap of company, eps is 13+, company top line or bottom line all is well, kindly give your opinion is it best investment opportunity? can i take it as future multibagger? thanks you sir. GOD BLESS YOU
Hello. Company looks quite good. Big problem is that the promoter shareholding is very low (24%). If that increases then it maybe a good pick
Bro, when is your new pick coming up.? 🙂
I was going through Forbes Company and just checked its net cash flow .. It turned from negative to positive after 2-3 years . does that mean the company is in good health and ready for expansion .
Anyways the company had tied up with Lux International for Vaccum Cleaners and they have orders from government and Railways for purifiers and cleaning activities .
Engineering and Shipping Business is also picking up and Forbes Technosys is also doing good and has a good future ahead .
Do you find value in the stock and I have invested in it from last one year around 550 levels ..
Regards
Sir Ji any views on Atlas Jewellery and medinova diag ? Both seem to me like multi baggers…
hello sir
what is your view on bengal and assam……company total value of investment is 3600 crore and it’s marketcap is 400 crore….it is trading with significant discount….please share ur view….thanks
3600 does not seem right. Are you confusing it with 360 or something? Please re-check
ur view on denis chem lab . at cmp..since it has completed expansion
Very poor margins
hello sir
they hold 37 percent in jk lakshmi and 35 percent in. jk tyre and their all investments are close to 3600 crore…u can check in moneycontrol….cnbc broke the news about their all holdings…thanks
Yes. That seems correct. There is a huge valuation mismatch. But the same has been pointed out in Sep 2014 as per moneycontrol. Dont know why the stock has still not corrected.
But holding companies don’t do any good for shareholders ..
Hinduja Ventures
Vls Finance
Ramco industries
And many more
They would come into picture only if there is company takeover ..
good morning sir
why it should be corrected???
When I say corrected, I meant that the price should adjust to fair value
hello sir
bengal and assam surge 15 percent…..do u see further upmove….thanks
according to you what should be the fair value…
I need more time to answer that
Stock is currently undervalued. That I am sure. But will the market realize this and close the inefficiency?
Does DCM Shriram look cheap at 135-140 levels .. It was my bad luck that I bought the stock at extremely cheap at 55 and exited it as I got a good 100% returns in just months ..
And the stock ran 4x in a year ..
Now it looks good opportunity to buy in this fall due one bad quarter ..
Thanks for your valuable reply
could you give fair value…
how do you find datamatics and Hexaware in IT space? If I would like to have an exposure to IT space any stock idea you have which looks intresting.
Not sure about these. But personally, I really like NIIT technologies. Dont be scared if NIIT Tech goes down by Rs 50 or something. For the long term, it is a great stock to hold
NIIT is really represents a big oppertunity. A great long term buy. Wrote a note on it: http://goo.gl/20vou9 . Please have a look and register your valuable feedbacks. Thanks Arun.
Is the out break of bird flu in Kerala and Karnataka likely to hit SKM Egg in the short term? Inspite of the bird flu news it is hitting UCs. Is this justified. Do you expect major correction here? I want to get in the stock but worried first about the valuations at this stage and second about the bird flu news.
1) I thought of something similar and sold out on Avanti Feeds early. Even now, there is a shrimp disease reaging through Thailand. But nothing happened in India. Avanti shot up and I felt guilty.
2) Rupee expected to depreciate which is a plus for SKM
3) Current valuation is fair, I believe. I am still holding a lot of it.
Also, do u have a view on JBMA? It has corrected over 30% from its all time high on Q2 results not being up to expectations. But neither were they bad so after this kind of a deep correction it appears to me to be a value buy. Your view however will be much appreciated. What is your take on the auto ancillary sector?
Auto ancillary is a great space but overvalued. Will be hard to find a pure play auto ancillary company that is undervalued. But JBM might benefit from the commodity slowdown.
One last comment. I am very impressed with your picks and analytical skills. And wish I had discovered this blog earlier. I too could have then caught SKM below Rs 20. But more than that I am thrilled that you are from Trichy. I work In Chennai and go often to Trichy on work :-). Feels so good to see ace investors coming from so close to home (the other being Dolly Khanna and her husband).
Thank You. Please subscribe to the blog to get all latest updates.
ok
Hi pokaran ji can you please check Odyssey technology…
Bought Fedders Lyod @71 and TRIL @182 after reading your blog .. Was already holding NIIT ( will add more if it comes to 50)
Any View on Omax Auto and Take Solutions
Looking good for investment at current level??
View on HMVL @208 and Hindustan Tin 85 .. Added them also in my portfolio
I have always like Hindustan Tin although it is a very raw material intensive business. Not so sure about HMVL
Take Solutions looks expensive. Omax, if it turns around maybe a good bet
hi, how do i subscribe to your blog ?. I mailed you a query about granules and on mobile. Your thoughts please
Sir should we subscribe to Monte Carlo IPO ??
Its expensive at 25PE and is a seasonal business too ..
Any views if possible for you to share
Regards
IPO`s are never value investments. A company will never give its shares for cheap. Stock price may go up from time of IPO but that does not mean that IPO price is cheap
sir plz give ur insight on Dutron polymers @ 35 …i found its a consistent dividend since 10-12 yrs with growth.good promoter holding & also continuosly increasing results are good.Most imptly the falling crude price will benefit in coming quarter results.i think valuation at cmp is somewht higher.hence ur view required.
But margins are too low. Even if margins double due to lower crude, even then bottomline will not be great
IS THE VALUATION IS JUSTIFIED AT CMP OR A DOWNSIDE RISK IS THERE
When margins are so low, there is always a downside risk, The company is on the edge of profit and loss. Even a minor incident can send it to making losses
sir when is your next reco coming up?
Hi what’s your views on cybertech
What is your view on Kilburn Engineering? Because of its unique or at least uncommon nature of business and good pedigree it seems interesting. I would value your opinion on it.