Investors should keep a track of the results for the companies they own. Reviewing once a quarter is always good for stocks in midcap/smallcap space.
We don’t find it necessary to give an update when the market receives the results in a good sense. However when things go in the opposite direction we feel its important to share the views . Hopefully by doing this we can avoid the mistake of selling and repenting later. Our retail investors are always good at this !!
Well ARO has given a good set of numbers. There is top line and bottom line growth , which is more important to us. The EPS is adjusted for the bonus shares which the company gave last year.
Half yearly approximate NP is at 11 Cr v/s 7 Cr. With long term borrowings coming to zero, there is absolutely no logic for the fall as we see it.
Now we did recommend so sell 25% holdings earlier. No change in the opinion. One can hold the remaining.
Do you want to add more at lower rates or not depends on ones own conviction.
pls suggest the following stock for long term. i hav kept in my portfolio at mentioned prices.
1) gujrat borosil @29
2) polyplex @294
3) aimco pesticides@ 72
1)Patience is required for Gujurat borosil. It might take more than expected duration for the company to deliver in numbers. The current price is due to its future potential.
3)Your entry price restricts the % of gains. At this level might have to wait longer.
Kindly share your views on RICOH India
We were following it earlier and stopped due to various reasons. At present not interested in Ricoh.
Dear M & R,
Hope you are doing fine . Appreciate your view on below query.
At present levels which one among Talbros Auto & Atul auto provides better investment opportunity ?
Do you think Atul being a an auto manufacturer and debt free high ROE company would have an edge over Talbros( an auto ancillary company which doesnt have much pricing power) on long term investment perspective ? Do you have any prefered stock among auto manufacturer's?
Thanks Sarath..we are doing good..hope you too..Coming to your question, just think about the growth and diversification Talbros can have in future..its a supplier to two,three and four wheelers..If the management has the vision, we think so, they can catch much more market share going ahead. Having said that, Atul is a nice player and can give decent returns going ahead..and just to add, we still love Eicher motors..always justify the valuation it has..
Hey, thanks for the information. your posts are informative and useful.