Sunday, August 30, 2015

KELLTON TECH SOLUTIONS LTD :- RESULTS UPDATE

Dear readers,



     Kellton tech posted good set of results, this one stock can  give multiple return in portfolio.




RESULTS HERE


OLD POST HERE

Tuesday, August 18, 2015

NEO CORP INTERNATIONAL LTD :- MONEY DOUBLED IN 11 MONTH !!!!

 Dear readers,


    I have recommended "NEO CORP INTERNATIONAL LTD" @ 26, TODAY STOCK  HIT 55.90 (WITH UP CIRCUIT )  company posted good results.


       MONEY DOUBLED IN JUST  11 MONTHS !!!!!!!!!!!!

         WHAT ELSE INVESTORS WANT ?


                      



RESULTS HERE

OLD POST HERE

Friday, August 14, 2015

MAKERS LABORATORIES LTD (506919) :- PROFIT FROM IT

Dear readers,


    Today we are looking in to pharma sector stock for long term portfolio.







Makers Laboratories Limited is a rapidly growing Indian Pharmaceutical company with a strong thrust on Branded Generics. Company make life easier by offering high quality products at affordable prices.

 

  Makers product portfolio covers a wide range of General Health Therapeutic segments. Company top formulation brands are Duramol (Paracetamol), Artemak-AB (a-ß Arteether), Loroquin (Chloroquine), Nimuwin (Nimuselide), Coffwin (Anti-Cough range) and Exylin (Amoxycillin range).

 

Makers  have launched a new range of Diabetic & Hypertensive drugs including Voglibose, Gli-me range (Glimepiride + Metformin +Pioglitazone), Hypernorm range (Telmisartan).

 

  Makers operate on a PAN India basis with strong distribution network of 20 Consignment Agents and 15 Super Stockiest, catering to more than 1500 Stockiest, 1,00,000 Doctors and 2,00,000 Retailers.

 

                                  PRODUCTS

   ANTIBIOTIC RANGE
ANTI-INFLAMMATORY, ANALGESIC, ANTISPASMODIC
COUGH & COLD CONTROL
CARDIO-DIABETIC
ANTI-ALLERGIC
ACID REGULATORY RANGE (PPIs)
ANTHELMINTIC
TOPICAL ANTIBIOTIC/ANTIMICROBIAL
NEUROTONIC RANGE
ANTI-MALARIAL
ANTI-FUNGAL
ANTI-EMETICS & ANTI-NAUSEANTS
ANTI-DIARRHOEAL
NUTRITIONAL
OTHER SPECIALITIES
INJECTABLE 

 

Company posted  17.41cr top line and 1.32cr bottom line in latest quarter , compare to last year bottom line jumps 135% with an EPS OF 2.68 in single quarter ( last full year EPS was 4.78) so i expected full year EPS above 10 and  industry PE 36 MAKERS TRADING JUST 8.40 FORWARD EARNINGS. Book value is 50.

 

    Promoters holding 58.5% of 4.92 cr paid up capital , MAKERS LAB ALSO PROMOTER GROUP OF IPCA LABS AND HOLDING  1,01,480 SHARES OF IPCA LAB , CURRENT VALUE AROUND 8.5CR .


   Stock trading only in BSE @ 92.50 level  long term investors can buy @ current price and add more in correction,this one stock can give multiple return in portfolio.


Company web HERE



Disclosure :- I am holding this shares.


reported its financial results for the quarter ended 30th June, 2015. The company has achieved a turnover of Rs. 174.07 million for the 1st quarter of the current year 2015-16 as against Rs. 169.41 million in the corresponding quarter of the previous year. EBITDA of Rs. 24.04 million in Q1 FY16, an increase of 83.37% against the corresponding period of last year. In Q1 FY16, net profit of Rs. 13.16 million against Rs. 5.59 million in the corresponding quarter of the previous year. The company has reported an EPS of Rs. 2.68 for the 1st quarter as against an EPS of Rs. 1.14 in the corresponding quarter of the previous year."

Read more at: http://www.moneycontrol.com/news/recommendations/buy-makers-laboratories-targetrs-103-firstcall_2470081.html?utm_source=ref_article
reported its financial results for the quarter ended 30th June, 2015. The company has achieved a turnover of Rs. 174.07 million for the 1st quarter of the current year 2015-16 as against Rs. 169.41 million in the corresponding quarter of the previous year. EBITDA of Rs. 24.04 million in Q1 FY16, an increase of 83.37% against the corresponding period of last year. In Q1 FY16, net profit of Rs. 13.16 million against Rs. 5.59 million in the corresponding quarter of the previous year. The company has reported an EPS of Rs. 2.68 for the 1st quarter as against an EPS of Rs. 1.14 in the corresponding quarter of the previous year."

Read more at: http://www.moneycontrol.com/news/recommendations/buy-makers-laboratories-targetrs-103-firstcall_2470081.html?utm_source=ref_article

 


 


Monday, August 10, 2015

STYLAM INDUSTRIES LTD (526951) :- STOCK DOUBLED IN 10 MONTH

Dear readers,





   I have recommended "STYLAM INDUSTRIES" @ 84 LEVEL ON NOVEMBER 2014, TODAY STOCK HIT LIFE TIME HIGH OF 178 , JUST 10 MONTH STOCK DOUBLED!!!!!!!!!!! 



                                   THIS WAY INVESTORS MINT MONEY 



                   POWER OF RESEARCH FROM VALUEABLEGEMS 




OLD POST HERE

Saturday, August 8, 2015

CRAMER'S TWENTY -FIVE RULES FOR INVESTING :- SATURDAY THOUGHTS


Dear readers,

 Read this article, it may boost your investment skills. All credit goes to original author cramer.

ABOUT CRAMER

James J. "Jim" Cramer (born February 10, 1955) is an American television personality, former hedge fund manager, and best-selling author. Cramer is the host of CNBC's Mad Money and a co-founder and chairman of TheStreet.com, Inc.





Cramer's Twenty-five Rules for Investing



Rule 1: Bulls, Bears Make Money, Pigs Get Slaughtered

It's essential for all traders to know when to take some off the table. More

Rule 2: It's OK to Pay the Taxes

Stop fearing the tax man and start fearing the loss man because gains can be fleeting. More

Rule 3: Don't Buy All at Once

To maximize your profits, stage your buys, work your orders and try to get the best price over time. More

Rule 4: Buy Damaged Stocks, Not Damaged Companies

There are no refunds on Wall Street, so do your research and focus your trades on damaged stocks rather than companies. More

Rule 5: Diversify to Control Risk

If you control the downside and diversify your holdings, the upside will take care of itself. More

Rule 6: Do Your Stock Homework

Before you buy any stock, it's important to research all aspects of the company. More

Rule 7: No One Made a Dime by Panicking

There will always be a better time to leave the table, so it is best to avoid the fleeing masses. More

Rule 8: Buy Best-of-Breed Companies

Investing in the more expensive stock is invariably worth it because you get piece of mind. More

Rule 9: Defend Some Stocks, Not All

When trading gets tough, pick your favorite stocks and defend only those. More

Rule 10: Bad Buys Won't Become Takeovers

Bad companies never get bids, so it's the good fundamentals you need to focus on. More

Rule 11: Don't Own Too Many Names

It can be constraining, but it's better to have a few positions you know well and like. More

Rule 12: Cash Is for Winners

If you don't like the market or have anything compelling to buy, it's never wrong to go with cash. More

Rule 13: No Woulda, Shoulda, Couldas

This damaging emotion is destructive to the positive mindset needed to make investment decisions. More

Rule 14: Expect, Don't Fear Corrections

It is not always clear when a correction will strike, so expect and be prepared for one at all times. More

Rule 15: Don't Forget Bonds

It's important to watch more than stocks, and bonds are stocks' direct competition. More

Rule 16: Never Subsidize Losers With Winners

Any trader stuck in this position would do well to sell sinking stocks and wait a day. More

Rule 17: Check Hope at the Door

Hope is emotion, pure and simple, and trading is not a game of emotion. More

Rule 18: Be Flexible

Recognize and be open to the unexpected shifts in the market because business, by nature, is dynamic, not static. More

Rule 19: When the Chiefs Retreat, So Should You

High-level executives don't quit a company for personal reasons, so that is a sign something is wrong. More

Rule 20: Giving Up on Value Is a Sin

If you don't have patience, think about letting someone who does run your money. More

Rule 21: Be a TV Critic

Accept that what you hear on television is probably right, but no more than that. More

Rule 22: Wait 30 Days After Preannouncements

Preannouncements signal ongoing weakness, wait 30 days to see if anything has gotten better before you pull the trigger to buy. More

Rule 23: Beware of Wall Street Hype

Never underestimate the promotion machine because analysts get behind stocks and can keep them propelled in an up direction well beyond reason. More

Rule 24: Explain Your Picks

Buying stocks is a solitary event, too solitary in fact, so always make sure you can articulate your reasoning to someone else. More

Rule 25: There's Always a Bull Market

It's OK if you have to work hard to find it, just don't default to what's in bear mode because you are time-constrained or intellectually lazy. More


Thursday, August 6, 2015

PIRAMAL PHYOCARE LTD :- ANOTHER STOCK DOUBLE IN 10 MONTH

Dear readers,


   I have recommended "PRIAMAL PHYOCARE LTD" @ 36 level , today stock hit 74, so 100% return in just 10 month!!!!!!!!!!!!!, 



                       WHAT ELSE INVESTOR WANT?


OLD POST HERE

Wednesday, August 5, 2015

KATWA UDYOG LTD :- STOCK DOUBLE IN 17 TRADING !!!!!!!!!!!!!!!!!!

  Dear readers,


    I HAVE RECOMMENDED "KATWA UDYOG LTD" @ 50 LEVEL ON JULY 13 2015 , STOCK HIT 102.1 ( WITH UP FREEZE ) TODAY, SO 100% JUMP IN JUST 17 TRADING DAYS !!!!!!!!!!

                                    WHAT ELSE INVESTOR WANT ?



                      ONLY POWER OF RESEARCH FROM VALUEABLEGEM  

                                    
                                       

 

OLD POST HERE



 

Monday, August 3, 2015

ASIAN GRANITO INDIA LTD (532888) :- TILES FOR PORTFOLIO

Dear readers,

   Today we are looking in to micro cap stock for medium term portfolio investors,

 


                                           AGL Logo





    Asian Granito (Asian Tiles )India Limited has been among the fastest growing Indian tile companies with a ten-year CAGR in revenues of 30 per cent. Engaged in marketing tiles, engineered stone and natural marble and providing interior flooring solutions.The company was established in 2000 by Mr. Kamlesh Patel and Mr. Mukesh Patel as a tile manufacturing company. The Company is India’s fastest growing ceramic, vitrified tile, marble and quartz manufacturer and among the 50 most profitable global ceramic tile companies. Products: Ceramic wall, ceramic floor and vitrified tiles • Digital polished glazed vitrified tiles and digital wall tiles • Marble and quartz The Company is headquartered in Ahmedabad, with manufacturing facilities spread across 320,000 square metres at Himmatnagar (Gujarat) and Idar (Gujarat). Asian Granito pioneered the manufacture of vitrified tiles in India a decade ago. Asian Granito manufactures different tile sizes and over 1,200+ different design patterns. The Company’s total tile production capacity stood at 81,000 square metres per day including outsourcing at the close of 2013-14. Within just 11 years, Asian Granito has raised its production volume eight times. Nearly 97 per cent of revenues were derived from within India.The Company has a pan-India marketing and distribution network, employing over 2,800 dealers and sub-dealers.


  The real estate clients Adani group, Lodha group, Godrej group, Tata group, Ansal Api, Dlf Masters, Unitech, Shobha Developers, Brigade Group, Sls Developers, Rohan Housing, Kle Society, Prestige Group, Sriram Properties, Keerthi Estates, Skyline Builders, Muthoot Developers and Kent Construction. The Company was one of the first in its sector to enter into a joint venture with an Italian tile company, for outsourcing raw material. The Company accounts for 45 per cent of the market for engineered stone in India today; it reported revenues worth H130 crore during last FY.


    I expect India’s tile sector to grow considerably during the current financial year.Tthe introduction of GST in India,  could, benefiting tile manufacturers. The organised segment of our sector is likely to outperform its erstwhile average for another reason – the introduction of GST is likely to bring a number of unorganised tile producers into the country’s tax net for the very first time, increasing their production costs and narrowing their pricing advantage vis-a-vis tax-paid branded tile product.Gujarat manufacturers have established a global cost leadership in the area of wall tile manufacture.All these could add long term value to the stock.However,the stock is not actively trading at the exchanges.Hence one should not buy much quantity in to the stock.

 


EQUITY :22.58 CR  Book Value Rs:130.5/- P/E(trailing) 16.5. Company has low interest coverage ratio(last 3 years average interest expenses around 21 cr)

 

     Stock trading both NSE & BSE( EXCHANGE SYMBOL ASIANTILES ) @ 114 level, investors can buy this stock for medium to long term portfolio, this one stock may give low risk high return in your portfolio. 

 

 LINK TO  COMPANY WEB HERE

 

Disclosure :- Me and my family holding this stock.

Saturday, August 1, 2015

HOW MONEY IS MADE IN THE MARKET :- SATURDAY THOUGHTS

Dear friends,

 

     Just read this article, full credit goes to original author Brian Graney.

 

              

           How Money Is Made in the Market

              

  
At every turn, someone else seems to be commenting about how they've made money in the stock market. But what does that statement really mean? The answer has little to do with direct investments in a company or handicapping a horse race. Instead, the fundamental factors for wealth creation in the stock market are still earnings and the multiple placed on those earnings
 

           By Brian Graney (TMF Panic) 




Of all of the catch phrases in modern American society, one of the most popular over the past few years has to be "I've made money in the stock market." While this expression has been batted around quite a bit in normal discussions and in all of those stereotypical cocktail parties, not much time (or columnist ink) has been spent on considering what this statement actually means.

Making money in the market is not like making money at work, where the normal, everyday worker shows up at the office and effectively gets a cut of the company's economic performance in the form of a paycheck every two weeks or so. I know, I know, this view is simplistic -- many Internet companies don't actually have economic performance, and so on. Still, this is the basic way that business paychecks are created. In contrast, how are stock market paychecks created?

The wise-aleck response to this question is "by buying stocks that go up." While replete in truth, such a response is devoid of thought. Just where does the money from big investing "wins" come from? The correct explanation is that it comes from a couple of sources, although sometimes investors can get hung up on misperceptions that lead them toward incorrect conclusions about what is really going on in the stock market. 

 

                             A basic misperception

 

One of the big beginning investor misperceptions that I see on a regular basis derives from the investor who believes that by calling Charles Schwab and placing an order for $100 in shares of Peter's Pipedreams Inc. (Ticker: HOPE), his or her $100 is actually going to be used by the company in some way. As the company grows, so too does the money invested in it, providing our happy investor with a nice return.

Unless we're talking about initial public offering shares, the reality is that Peter's Pipedreams will never see that money. Instead, a brokered transaction takes place on the secondary market between a buyer and a seller, neither of whom usually have any connection whatsoever with Peter's Pipedreams outside of a stock certificate. So, different interpretations of the word "investing" itself can lead to problems about the root cause of wealth creation right off the bat.

                             The zero-sum fallacy

Additionally, given the one-buyer, one-seller nature of a typical brokered transaction, there can be a tendency to assume that stock trading and the market on the whole is nothing more than a zero-sum game. In other words, in every trade one person wins while the other hapless soul loses. The person that ends up on the winning side of the trade more often than the losing side ends up making money in the market. This is another investor misperception.

In game theory, zero-sum describes a game where one player's gain is another player's loss and the total amount of the available desired element (money, poker chips, chess board squares, Hungry-Hungry Hippo balls, or whatever) is fixed. In an isolated example like our earlier Peter's Pipedreams trade, the result could over time appear to be zero-sum. If Peter's Pipedreams goes on to set the business world on fire and its stock price appreciates, the buyer certainly appears to be the winner with a capital gain at the expense of the seller, who incurs a loss in the form of a lost opportunity to make big money.

This thought process would work great if the stock market consisted of only fixed elements rather than a hodge-podge of variables, but it does not. In fact, hardly anything in the stock market as a whole is fixed. The size of the pot (or the market's total capitalization) can get bigger or smaller, depending on the number of investors involved and their changing willingness to commit funds to the market at any point in time.

Likewise, the number of companies in the market can increase or decrease as new companies come public or as existing companies go bust. Even Peter's Pipedreams itself can change the parameters of the game on a micro level by selling more shares or by buying in shares that it has previously issued. Both actions effectively change the availability of the desired element (its shares)

                       Investing is not horse racing

 

The existence of changing parameters drives a wedge in the argument that the stock market is nothing more than a giant pari-mutuel betting system, akin to the system that exists in horse racing. To be sure, there are some definite similarities between the track and the stock market. Perhaps the most obvious is the allure of the longshot in both, with the eternal search for the next Microsoft (Nasdaq: MSFT) having much in common from a psychological standpoint with the desire of finding that winning pony with the 100-1 odds.

But the commonality of "swinging for the fences" strategies aside, the fact of the matter is that horse racing is a zero-sum game, with no real wealth created as each winner is simply paid out of the fixed pool of money that has been bet on each race. The stock market is a bit more complex than that, with wealth created not just by the supply and demand tug-of-war of the market itself but by the underlying value creation ability of the individual companies that make up the market. 

 

            The importance of earnings and multiples

 

In short, to understand how money is made in the stock market, investors should clearly understand what makes stocks go up. As it has been said in this space before, the hard and fast truth is that only two factors determine stock prices over time -- the level of corporate earnings and the multiple that investors are willing to pay for those earnings. By accepting stock prices for what they actually are, an investor is able to take the correct path of viewing a stock as a marketable interest in a business, rather than as a direct investment in a company or a horse in a race.

If a company can take market share, expand margins, raise prices, cut costs, or in some other way boost its profitability profile, its earnings will expand. Likewise, a company's multiple is determined largely by the strength of its earnings today and the outlook that it can continue to produce strong earnings tomorrow, as well as market-related factors including the desirability of equity securities relative to other asset classes. This is the business value creation story, and investing in this is how money is made in the stock market. Anybody who says otherwise is just making cocktail party small talk.