| |
| Rediff India Abroad Home | All the sections | |
|
|
'Apollo is good long term hold' April 12, 2005 
jatin: good evening sir, do expect value to unlock in VST ind any time soon or within the next 4 to 5 quarters? vatsa:How ru sir? Thanks again for ur very good advise. Sir i want to ask u today bt one sector. Sir what's ur view on partiula textile sector is that sector also be rerated after qoata demolished. Sir give me ur view plz. pogo:IS THE CHAT NOT THERE TODAY?? SingaporeJB:SANDESH. Considering PE of Deccan (35) & Midday(34), Does not SANDESH) looks value buy for the following reasons?1) Low PE - 11 2) News of Govt interest in allowing NRE and FII to invest in the stock 3) High Book Value 178 which is going to raise in current financial year 4) Willingness of goverment to increase FDI limit in print media from 26% to 49%. 5) expecting increase in EPS in the current finscal year 6)Likely Bonus Candidate 7) Decent track record 8) increasing income from the newly formed Export-Import division 9) above all, the great Ramesh damani's willinglingness to looking into the stock. Madhu:Hello Sir, I am really appriciating you for your advise on Mcdowels when it was Rs 38/-..that was a wonderful call. Please let us know whether we can add more Mcdowels at this price of Rs300/-? Mcdowels is still moving at large volumes, please advise Ramesh S Damani:Now it is for the momentum guys. At 40 with a Rs 2 deal it gave us a margin of safety. If you had to buy one,I would look at UB holding baracuda:while a huge question mark howers over mallyas financial muscle there is room for scepticism around his airline business model,whilst resource raising is clearly the biggest factor that will determine the airlines sucsess will mallya last the long haul and how confident are yu that he will sucseed and that valuations of his cos will move higher BLAZING:Ramesh, sterling show by BEML today. do u think of it as a long term investment? probal:Sir can u pl tell me about the sensex pe now ? or where can i find those information ? kans:Do you feel GAIL and NTPC at the present pricing worth picking up with 2/3 years time line ? AHMEDABADGUY:As an Ahmedabad Residence I see not much growth In Sundesh. It is third no. in circulation and competition has eroded the margins by way of every month free gifts...Paper prises are on rise too..Sandesh looks cheap but growth seems hard to come... vatsa:Sir u said me last time that ur also a student in the market but sir it's fact that u r the person who is really respectable in the general public. Sir one time i told u bt one company name matsushita lakhanpal it is right now at 49 rs and sir they have a 90 rs cash per share and u said me that u will look so sir have u looked it still? otherwise plz look sir once jpj:Dear Sir ,would appreciate your view on Paper Products Ltd and Murli Agro(5 bagger since May 04) kans:Gati Cargo – has moved up over 20 % since you spoke few weeks ago ? At the present levels do you still remain bullish on this stock ? vel:pls tellme opto circuit can i hold or sell now please SingaporeJB:Though we become a patient investor, Sundaram finance is not moving as expected. I think it lack one thing, the Daman's intererview in CNBC-TV18. Will you arrange one? AnjanaBhopal:SIr..WHat is logiv and all will be befiteed with merger of 10 UB group companies.. gargr:You asked, FMCG Sector Sir, How do you feel of MArico & ITC in FMCG sector? jatin: your good friend who suggested u vxl seems to have hit a goldmine. what r your views on the stock? thin clients seem to be getting popular vatsa:ir give me some clue bt Surya Roshni bcoz they have 1000 cr turnover and just 10 cr profit so what's the reason to buy just give me one clue plz? BLAZING:Ramesh, any updates on Opto circuits? Do you still think of it as a hold for 2 yrs for the whole story to unfold? jatin:, it would be a fitting finale to finish your show 'WIZARDS of D strt' with the last episode featuring you as the guest.. hope to see it end that way sir gargr:Sir , Would like to listen a new investment candidate may be a potential multibagger according to u? sureshmakhija:sir ji good evening sir in last sessions why tech secror was hammered so heavily. is the really tech sectors resluts will not be up to the mark or just it was hammered on humors . plzz give u r views thamnx a lot GaneshHegde:Mr Dhamani, I wanted people to sell the stocks in panic; so that I can buy my favorite stocks for long term. I strongly believe India's long term growth story is intact. Madhu:Sir, you are recomending Mount Everest means, I am sure that there will be some good analysis behind it, please share with us the what made you to attract towards that Mount Everst? As you know there is hugu competition and less profts for this Mineral water busineess in India. Ramesh S Damani:I have done it before. It is an immature company so be patient. Not ready for pick time. They have a brand, a water source and a global opportunity. over the next few years these will be exploited to unlock value vatsa:Sir any buzz going on Shri Rajasthan Texchem? Ramesh S Damani:Value buying maybe. baracuda:i have managed to get BULL by maggie mahar and end of oil by pual roberts how are these books Ramesh S Damani:Both are great books. End of oil is fabulous, Maggie describes end of the 2000 bull market. STUDENT:SIR, WHEN ARE YOU GOING TO CONDUCT YOUR CLASSES AT BOMBAY STOCK EXCHANGE SUB INVESTIN WITH MASTERS I WANT TO PARTICIPATE. Ramesh S Damani:It should be around May 11, check at bseindia. chandani:sir you were witness to the growth of many WIZARDS as u narrated.. WHAT si the crux of the conversation with all of them?? Ramesh S Damani:A deep love for stocks and tremendous conviction. TINI:sir, if someone holding balmer lawrie can he also but balmer investment as it holds 61% of balmer. thnaks Ramesh S Damani:You could. But generally better to buy the business unless the discount is too great. newbieatstock:Sir lets assume the mcdowll stake sale is at 500 (could be higher,could be lower) once that value is unlocked do you sell ? are you waiting only for that deal or do u think once that value is unlocked, over time profitbabliy will increase etc etc and u will continue to hold due to the growht that stands ahead ? Ramesh S Damani:It's difficult to summarise all of this. I am not near the bridge yet. Madhu:Sir, I have one ambetion,I just want to meet you personally and want to take your autograph, Please let me know how to meet you in person? Ramesh S Damani:At someCNBC investor meet maybe. JesseLivermore:Sir, there's another book on Oil, 'Oil Factor' by Stephen Leeb and Donna Leeb. Its scary what they detail, not just for oil but the US economy. Pls have a look sir. Ramesh S Damani:Thanks. rajeshh:Sir I am holding mcdowell 50 ub holding @20 .I have benefitted from yr advice. Thks. What will you advice investor like me to hold on or book partial profits vatsa:Sir after the latest results has ur views change for J. l morrison? anaam:CRISIL....Is it advisable to offer one's shares now in revised offer????????? deepak:How much Kingfisher Airlines will affect UBHoldings valuation? Don't you think UBHoldings already discounts it. AnjanaBhopal:sir please comment on MPHASIS BFL & APOLLO HOSPITAL JainV:Good day Mr Damani- Zenith Computers at 21, believe it has mass story, They have a strong distrib network, value pick? TINI:sir what is your view on arvind product & shree raj. texchem. are you still holding the same thanks amit:sir , would you mind telling your followers what are the latest script you have added alterego:Sir i had bought some skf india on your advice earlier , can you please tell me if i should tender to the company or hold on? BAJAJI:Sir what is your E-mail id, please share it with us if you don not mind. Sharad:Sir @ current price EIH looks very attractively posied for up move??your view???? chprakash:Sir, banks have got rid of NPA's due to the rise in price of bonds. Now, due to high disbursal to agricultural loans, again NPA's may reach high levels and thereby PSU bank valuations may come down as they have to follow governments dictats. do you agree nishant:ABG Heavy Ind. is the only private company apart from Bharati Shipyard which is into ship-building in India. It seems that these companies will be operating at 100 % capacity utilization for next 4 yrs. ABG has an outstanding order book of 1300 cr. on an equity of 12 crs. your views on it? Ramesh S Damani:I don't follow them, but your logic seems spot on. rajeshh:Sir are you still bullish on indian markets. What % you have invested in equities hansraj:sire, in long run maybe another 10yrs from there will be enough retail investor in indian stock market, which will reduce FII impact...? Tabu:Sir, I am along term invester & Iam ready to withstand the volatility of Mcdowell.How much valuations can it have after conlidations?Keeping in mind UB offer price of 575. vatsa:ir what u believe at what level rajasthan texchem may reach? in long term newbieatstock:Sir do you think most sectors if not all should be globablly valued i mean was this a call only with liqour...or rather is this a case subodh:Mr. Damani I asked 7 questions on different stocks, at least answer one - BASF, Hatsun, DIC India, Sai Services, saregama :-) erer:Which has more value United breweries or Mcdowell sureshmakhija:sir tell me one thing why you are so conservative on your e mail id others analyst literally write their e mail id to have a feed back and queries even mark faber and jim roger give their e mail id in their website and the most beautiful thing is that they reply very quick i snede both of them a lot of mails and they reply same day i dont understand why you dont give your e mail id i asked u hundred times but you bluntly say no ok thanx savvypicks:Good afternoon Ramesh, FUTURA POLYESTERS: Rakesh Jhunjhunwala & Rajan Raheja both have stakes, Futura close to launching in-house developed oncology products, Would appreciate your views, Thanks in advance himanshu:sir, your vies on TTML as tatas are investing 100 Billion dollors in Telecom Buisness sureshmakhija:sir i saked u about any multi bagger in hotel industry plzzz reply nishant:Whats your view on Mangalam Cement? capacity is around 2 Mt. 45 MW captive power plant will commence in 2nd half of FY 06. which will result in cost savings of around 50 cr. FY 06 EPS expected to be around 25 rs. trading 3 times its FY 06 earnings. your views? subodh:Mr. Damani, Thanks. I would like to tell you one thing. DIC Japan has ended their OUTSOURCING contract with Sudarshan Chemicals and as per the GM of Sudarshan, all the benefit will go to DIC India. Don't you think this is interesting ? I am holding it for 18 months now ... I penelopecruz:at the present eih associated owns only the jaipur hotel am i right SingaporeJB:Sir, I really wonder, Busy people like you, how do manange to read 4 or 5 hours per day? rajeshh:Sir yr take on tata investments. It has investments of about Rs. 1200 Crores. is it attractive
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
