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4/03/2017

Market Update + Notice


  1. Spicejet scraped 105 
  2. Edelweiss reached 161
  3. Heidelberg bloomed to 126, the movemement is spectacular, opened at 132
  4. JK touched 135
  5. Mandhana retail ventures is trading at 224
  6. ITD cementation at 175.15
Those currently in need to free up capital can sell 40% of SJ holding, 50 % Kolte Patil, 30 % Jkumar Infra, 100% All Cargo, 50-60% Ashok Leyland if bought at my insistance.

And guys, stop asking me to add you all to whatsapp group, I am not a Dalaal, I do not run a whatsapp group, I will be sending genuine real time investment tips, links and research via SMS through my PMS service. I might broadcast after a month or so. But I am not opening a group.SORRY.

And don't get paranoid. I am not opening up a stock advisory service. I am never going to charge for my advices via blog or quora. I am opening up a PORTFOLIO Management service for my high net worth investors to Invest their fund on their behalf in real time. Because timing and continual updates is quite inportant And please do not ask or request for managing or accepting your funds, I do not run a mutual Fund right now, though I wish to and I will in future. But right now the minimium cap accepted is no loss then 50 Lakhs.
So, those doubting my genuinity, I have many clients and I earn a lot of management fees as well as from other 2 bussiness plus my wife earns heck lot. I am not seeking to trap you like all other advisor probably are. Plus, I don't want your money. Thanks for your love and support.
keep on reading.
at

70 comments:

  1. neeraj singh4 April 2017 at 01:44

    sir should i wait few day or buy right now spicejet and edleswis at CMP...

    ReplyDelete
  2. manish4 April 2017 at 05:26

    Please include my no 9013074717. I am a doctor.

    ReplyDelete
  3. Sac4 April 2017 at 13:44

    hi it was comforting to know that u r not after money from small investors like us. Last time I checked up with Minance, which will not allow less than 1L. And u r way above my league. I also pleased to know that u r thinking @ keeping the calls going. The horde of mobile numbers might be due to wrong signal given by u @ starting up service/office. Look no one wants to loose free service. So people are following the QUE. No one is ready to read the whole blog posts.

    As always a patient listener ...thanks man

    ReplyDelete
    Replies
    1. Meet kotak5 April 2017 at 07:18

      You are partially correct, there are 2 reasons for giving calls via SMS. I suggested people to BUY SpiceJet at ₹77.4. Some people read the blog very late and either bought at ₹102 or enquired to do the same. One more eg, my dear friend Minhaj(a reader) read my tip and bought JKumar at 270, whereas I suggested at ₹243. So, he incurred a little loss. I feel dead for him. I want to give calls and tips to avoid the time lapse.
      And other reason for the same is good will/ advertisement. I am opening a NBFC. A little publicity in exchange of free research wouldn't hurt right?
      Again, as you said 50 lakh is way too above not yours but any investors league. Plus I wouldn't be earning significant management fees if I except less capital. People investing in my services are NOT investors or traders. They are big shots who run businesses of their own other than stock market. Infact Sachin Sir you should never go for PMS as an investor, you will never learn or grow. My customers don't understand market nor do they have time to understand it. 2-3 of then have their companies listed in the market.
      And, as you said, people are lazy nor do they want reasearch all they want is tips. But I admire you reading the complete blog.
      So let me give you a hint about my NBFC.
      Phase 1- PMS
      Phase 2- Financing retail solar projects and MSME
      Phase 3- Mutual fund services.
      Thanking you.

      Delete
    2. Meet kotak5 April 2017 at 07:19

      * I feel bad for him not dead :)

      Delete
    3. Meet kotak5 April 2017 at 07:19

      * I feel bad for him not dead :)

      Delete
    4. Meet kotak5 April 2017 at 07:19

      You are partially correct, there are 2 reasons for giving calls via SMS. I suggested people to BUY SpiceJet at ₹77.4. Some people read the blog very late and either bought at ₹102 or enquired to do the same. One more eg, my dear friend Minhaj(a reader) read my tip and bought JKumar at 270, whereas I suggested at ₹243. So, he incurred a little loss. I feel dead for him. I want to give calls and tips to avoid the time lapse.
      And other reason for the same is good will/ advertisement. I am opening a NBFC. A little publicity in exchange of free research wouldn't hurt right?
      Again, as you said 50 lakh is way too above not yours but any investors league. Plus I wouldn't be earning significant management fees if I except less capital. People investing in my services are NOT investors or traders. They are big shots who run businesses of their own other than stock market. Infact Sachin Sir you should never go for PMS as an investor, you will never learn or grow. My customers don't understand market nor do they have time to understand it. 2-3 of then have their companies listed in the market.
      And, as you said, people are lazy nor do they want reasearch all they want is tips. But I admire you reading the complete blog.
      So let me give you a hint about my NBFC.
      Phase 1- PMS
      Phase 2- Financing retail solar projects and MSME
      Phase 3- Mutual fund services.
      Thanking you.

      Delete
    5. Unknown5 April 2017 at 21:25

      Wow ..You remember me . Btw my Phone number is 9148785514. I think I had posted it as a comment before but I am not getting any SMS updates. So posting it again . I am an Associate Production Engineer.
      Also Great blog man . I find you way of analysing the fundamentals really good. I would like to know how you collect all that information

      Delete
    6. Meet kotak6 April 2017 at 07:37

      I do remember you Minhaj. How can I forget you. Actually the PMS service has been signed but since I am currently out of town I am not dropping messages. I haven't sent any message to anyone right now. I soon will. It's worth the wait. Trust me. Remember I said I will make It upto you.
      And 3 tips:
      1.Have a look at Navkar/ Gateway Distriparks/ Allcargo.
      2. Also ITD cementation/heidelberg cement/Sterlite technologies/ Edelweiss.
      3. Dollars are currently at a discount price. Crude will go a little higher, REC has good prospect as it finance Renewable power sources.

      Delete
    7. Meet kotak6 April 2017 at 07:38

      I do remember you Minhaj. How can I forget you. Actually the PMS service has been signed but since I am currently out of town I am not dropping messages. I haven't sent any message to anyone right now. I soon will. It's worth the wait. Trust me. Remember I said I will make It upto you.
      And 3 tips:
      1.Have a look at Navkar/ Gateway Distriparks/ Allcargo.
      2. Also ITD cementation/heidelberg cement/Sterlite technologies/ Edelweiss.
      3. Dollars are currently at a discount price. Crude will go a little higher, REC has good prospect as it finance Renewable power sources.

      Delete
    8. Meet kotak6 April 2017 at 07:45

      Also prestige estate looks good right now

      Delete
    9. Meet kotak6 April 2017 at 21:20

      While crude is soaring, 88-94 might be a good range to buy Spicejet. I see reversal trend in JKumar Infraprojects, I hope you haven't sold all your holdings minhaj. Jktyr should start it's rallies now. Some defence deal is also coming.

      Delete
    10. Meet kotak10 April 2017 at 10:17

      minhaj, to make up for the loss in Jkumar, have a look at spicejet. targe of 150

      Delete
  4. arun5 April 2017 at 22:00

    How about persistent tech? Looks good company ..I bought at 580..

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 07:33

      I personally love the company sir. But IT sector as a whole is struggling due to unsure US policy and no subsidies from the government. Persistent won't be able to sustain if market undergoes a landslide. I myself am buying the company on dips. Book partial loss if you have huge stock loaded. Buy on dips sir.

      Delete
    2. Meet kotak6 April 2017 at 07:38

      I personally love the company sir. But IT sector as a whole is struggling due to unsure US policy and no subsidies from the government. Persistent won't be able to sustain if market undergoes a landslide. I myself am buying the company on dips. Book partial loss if you have huge stock loaded. Buy on dips sir.

      Delete
    3. arun6 April 2017 at 10:42

      Thanks for reply.I am buying SIP basis.Company working with IBM Watson , AI and cloud computing and also good ROE , less debt , less PE .Planning for long term.

      Delete
    4. Meet kotak6 April 2017 at 16:56

      Seems like a perfect choice. But just one advice, don't follow a monotonous conventional SIP of buying every month. Design an algo so as to get it a lower script. Like, buy every time the company falls by 2% and make sure to increase the seed capital in Arithematic progression or something like that. Use your creativeness. I dont see rallies right now, so make sure to get it a lower average!

      Delete
    5. arun6 April 2017 at 23:24

      Great..Thanks for sugesstion.

      Delete
  5. kirtish5 April 2017 at 22:26

    Kirti kakkar 8168451596

    ReplyDelete
  6. Unknown6 April 2017 at 00:00

    Hello Vaibhavv,
    I am highly impressed by your detailed study of mid cap stocks and your awesome blog. Great work there :) Would love to get stock advise messages from you. I have just started out in the stock market and feel lost in the ocean. It will be really great to have a helping hand.
    Please add my number - 9482520530.

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 07:30

      Self help is the best help. I am here and will happily guide you but make sure that this is a learning journey. I am always open about my sources and methods. Don't rely completely on me. Do your parallel research, ask questions if you have doubts. I will be happy to oblige.

      Delete
    2. Meet kotak6 April 2017 at 07:38

      Self help is the best help. I am here and will happily guide you but make sure that this is a learning journey. I am always open about my sources and methods. Don't rely completely on me. Do your parallel research, ask questions if you have doubts. I will be happy to oblige.

      Delete
  7. Srinivas6 April 2017 at 07:01

    vaibhav hi.can we buy all cargo now ?? Seems like lot of volatile situation going with gst implementation.plz suggest regarding all cargo logistics

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 07:29

      Yes, it seems nice. And volatility is increasing around CFS and inland freight station companies. Navkar went up by 15% and ₹ 208.40 whereas I suggested at ₹ 174. Just take care, Srinivas you can dilute your risk by investing in two of the companies from Gateway Distriparks, All Cargo and Navkar. Something big is really coming in this sector. Also, above mentioned all 3 companies are super fundamental especially Navkar, it is growing at a faster rate than other two. Happy Investing:)

      Delete
    2. Meet kotak6 April 2017 at 07:38

      Yes, it seems nice. And volatility is increasing around CFS and inland freight station companies. Navkar went up by 15% and ₹ 208.40 whereas I suggested at ₹ 174. Just take care, Srinivas you can dilute your risk by investing in two of the companies from Gateway Distriparks, All Cargo and Navkar. Something big is really coming in this sector. Also, above mentioned all 3 companies are super fundamental especially Navkar, it is growing at a faster rate than other two. Happy Investing:)

      Delete
  8. Unknown6 April 2017 at 11:04

    dear sir,
    there was a steep rise in mandhana retail and due to the fear that it might go off my limits, I bought it at 232. but there was again a steep downfall and it reverted the accumulated gains of the week back to 214 (managed to average the score). was this due to the RBI or something internal. being a small investor i was speculative of that.i have just entered the market a month ago. and am lucky to find ur blog. hats off to you. ur way of scripting the blog is like you are speaking in front of us. keep up the good work. i have bookmarked ur blog and check it atleast 5 to 6 times a day for updates.
    P.S keep posting

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 16:51

      Even I am invested in Mandhana. I couldn't make out about yesterdays fall. Give me a while to know the situation.

      Delete
    2. kirtish2 May 2017 at 03:04

      Mandhana and edelweiss giving me huge losses. I bought at dips.... don't know what to do now. Plz help.

      Delete
    3. Meet kotak2 May 2017 at 16:02

      I am sorry for your loss kirtish. Book partial loss. Sell 40-60% of your holding. Both scripts are intact, nothing wrong with the fundamentals. Just that, both of these are under correction mode. Also, I would to acknowledge that please do email before buying on my reco as it generally gets misdelivered and misunderstood, Edelweiss was recommended at 135. So, technically it is still 21% above my reco price. I had indulged in Edelweiss at 84, sold off half my holding at 177 (108 %). Pleased take care of your timings. And also, since we are speculating a sharp correction mid May onwards, one can book loss on complete holding of mandhana as well. There is still a lot of upside to Edelweiss though. I heard they are coming up with some infrastructure financing firm.

      Delete
    4. Meet kotak2 May 2017 at 16:02

      And I genuinely apologize for your loss Ma'am.

      Delete
    5. kirtish2 May 2017 at 21:19

      Is mandhana going down all the way or in long term it will grow??
      I can hold if that is the case

      Delete
    6. Meet kotak4 May 2017 at 00:52

      If holding it for long term not an issue, if eeking short term gain book loss.....

      Delete
    7. kirtish4 May 2017 at 03:32

      Thanks a lot....
      Your blog is very informative....
      and plz do tell me address to e mail
      I would like to acknowledge all the scripts I bought without recommendation have failed me.
      But most of your scripts are doing great specially jk tyres, jk infra , sterlite and SpiceJet.
      Planning to hold first three for long term. Thanks

      Delete
    8. Meet kotak4 May 2017 at 19:41

      Thank you.
      It's aceinvestorvaibhavv777@gmail.com

      Delete
    9. kirtish4 May 2017 at 20:28

      👍🏻👍🏻

      Delete
  9. Unknown6 April 2017 at 11:05

    also can we buy navkar at the raised price too.

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 16:49

      Deepak, to be very very honest, I personally love this company. It has been price bound since its listing on 9th september. It listed 2% down and closed 7% up on Listing. 71% of company is held by the promoters: 8 members of mehta family and siddharta corporation. All the board members are profound and well established. FIIs like Goldman Sachs and Abu Dhabi sovereign fund as well a Mr. Jhunjhunwala is quite optimistic about this company. It is under growth mode and is expanding voraciously. The company is committed to reduce it's debt to equity. It can be duly noted from the D/E ratio decreasing from 0.82 during listing to 0.29 in March '16 and 0.00 in March '17. Yes, the company is debt free.It operate one of the largest CFS at JNPT, has a rail cargo station at somathane and is looking to expand in the northern command. The profitability is certain to rise from 24 cr in march '17 to 108 cr by march '17 and to 240 cr in march '18. Compan approved the construction of a cfs at Vapi recently followed up by an institutional investor meet on 30th March. The recent rally of 15% can be acredited to institutional buying.
      Long story short, it's a good time to jump in, just make sure to buy it at a price you don't regret, it will surely cross it's yearly high in a while. Jump in before some other institution buys but after the current activity ends.
      Keep a constant watch tommorrow ( 4th april), if the share rocks more than 5-6% (institutional activity), jump in fast, If there i gap opening of 4% which is not followed by rallies (retail rush), wait for the script to consolidate. If there is a flat opening, institutional activity has come to an end, it will consolidate for a whle, buy it at a discount rate!

      Delete
    2. Meet kotak6 April 2017 at 16:50

      Beware, some HNI activity can be detected at around 12-2.

      Delete
  10. Harsha C V6 April 2017 at 11:31

    Hello sir, Harsha here(9176445866). I have been following this blog from nearly a month and also I am following your answers on quora. I am an engineer by profession so don't understand the share market as you do, but I have been learning slowly. Although I don't understand the economics behind the stock market I find your writing and explaination about a stock is quite easy to understand to amateur like me. You are doing a great job for small investors like me. Thank you sir.

    I have bought spicejet and edelweiss based on your blog writing @ 80 & 152 respectively and sold spicejet at 103, still holding edelweiss at 171. Is it still good to hold edelweiss?

    Regards
    Harsha C V

    ReplyDelete
    Replies
    1. Meet kotak6 April 2017 at 16:03

      absolutely, it us about to get a banking license. Hold it (edelweiss), it will give superb returns. Smart play with spicejet, although I am still holding 60% of the initial holding (acquired at 59), since I like the management.

      Delete
  11. Unknown7 April 2017 at 13:03

    Please add my number 9430050019

    ReplyDelete
  12. Unknown8 April 2017 at 01:43

    Please add my number 8939298362

    ReplyDelete
  13. Kamlesh kumar meena8 April 2017 at 02:51

    9891942678

    ReplyDelete
  14. Yogobit jeet Chatterjee8 April 2017 at 23:48

    I really want to invest in the market but don't know where to start. Maybe I'm late in reading your blog too. Sigh.

    ReplyDelete
    Replies
    1. Meet kotak10 April 2017 at 10:13

      NO sir, start off with spicejet gave an upradation few minutes back.

      Delete
  15. vishu9 April 2017 at 02:43

    please add me to group my number 9739042946

    ReplyDelete
  16. Nitin S. Paul9 April 2017 at 04:22

    Sir,
    Your blog is really inspiring.
    As a newcomer in d market which stocks we should invest at this point of time. Holding edelweiss from 154.
    Also please add me. Nitin 7588938169

    ReplyDelete
    Replies
    1. Meet kotak9 April 2017 at 08:00

      Hold edelweiss
      1. The Mandhana retail venture is to burst soon. Burst as in, it will move like a rocket. Buy at suitable price. ( I can't give the reason, confidential I can say. But it will fly.) 2. MRF/ Apollo/ JK all will fly MRF and apollo - mid/short term Jk- long term 3. Ashiana/ Prestige Estate in realty. 4. Persistent/ Redington/ majesco in IT. Make sure to buy at a low price and for mid term as IT sector is going through a lot right now. 5. REC/ PFC- PSUs are doing good. Good management, cash available, assets unmatchable. 6. Edelweiss/ Equitas/ Magma Fincorp. 7. Itd cementation/ Dredging corp 8.Navkar/ Gateway Distriparks/ all cargo That's it.

      Delete
    2. Meet kotak10 April 2017 at 10:13

      Sir, sterlite might consolidate for a while. Please, look at spicjet, it is rocking!

      Delete
    3. kirtish13 April 2017 at 00:10

      Mandhana retails is dropping day by day.... should I still hold it??

      Delete
    4. Meet kotak14 April 2017 at 04:09

      I am still affirmative and am holding, atleas wait till next quarter result.

      Delete
  17. Unknown9 April 2017 at 09:43

    Thank you sir for all the prompt replies and most important backing every message and advice and boosting the moral with reasonable assurances.

    ReplyDelete
    Replies
    1. Meet kotak10 April 2017 at 10:12

      Deepak sir, massive action coming in spicejet, very positive. Target of 150

      Delete
  18. Unknown9 April 2017 at 23:14

    Sir what's ur view on renaissance jewellery ltd.It has good profits in past few years.It has paid divident regularly.It is most undervalued share.Please give us your valuable opinion about this company.

    ReplyDelete
    Replies
    1. Meet kotak10 April 2017 at 07:11

      Sir will take a little time. Sorry for the inconvenience.but meanwhile, look at the Spicejet counter. Massive rally coming

      Delete
  19. Manish Bhatt10 April 2017 at 00:09

    Hi,
    Kindly add my number 9825064005, also I get lot of stock tip sms spam which I ignore, sl please let me know by which number or id you would be sharing your ideas so I can make sure not to ignore them.
    Thanks in advance

    ReplyDelete
    Replies
    1. Meet kotak10 April 2017 at 10:11

      Ok sir, will tell before kicking off the PMS. Please have a look at SPICEJET counter.

      Delete
  20. Unknown10 April 2017 at 02:32

    Akash
    9911525673
    Software Engineer.

    ReplyDelete
  21. architjainjain10 April 2017 at 02:39

    Hello,
    Request you to please add my number

    7219116065

    Many Thanks,
    Archit Jain

    ReplyDelete
  22. Unknown10 April 2017 at 06:55

    Hello sir,
    Read your blog on Sterlite Technologies. Very impressing. Covered all the details. I am new to stock market. Based on your advice, I am going to invest in that. Looking forward for such valuable opinion in future too.
    Request you to add my number 9434350066

    Regards
    Niraj

    ReplyDelete
    Replies
    1. Meet kotak10 April 2017 at 10:10

      Sir, sterlite might consolidate for a while. Please, look at spicjet, it is rocking!

      Delete
    2. Unknown10 April 2017 at 13:19

      Thank you for your prompt response; will go for spice jet for now.
      Can you please give your opinion on following equities:
      Ballarpur Industries
      FUTURE ENTERPRISES LIMITED
      Gitanjali Gems
      Prime Securities Ltd

      And kindly add my number 9434350066
      I am a mechanical engineer working as Assistant Manager in IOCL

      Thanks in advance
      Regards
      Niraj

      Delete
    3. Meet kotak10 April 2017 at 15:18

      I am not tracing any of the above scripts, so pardon me for the immature content or factual errors if any.
      Ballarpur undoubtedly has spectacular management primarily consisting of thapars, but like its already the number, plus paper industry is not very very futuristic, so I don't know in what direction will the company go from here. Don't see something major in paper sector as a whole.
      coming to FEL, I love the model, it is kind of NBFC established for retail sector. A beautifully woven concept,FEL develops, owns and leases the retail infrastructure for the Group. The company also holds the Group’s investments in subsidiaries and joint ventures including insurance, textile manufacturing, supply chain and logistics. While Future Supply Chains manages the logistics- from warehousing, storage to distribution of raw materials and products, Future Generali- a JV with the globally known Generali Group, offers financial security solutions like savings, insurance and policies to its customers.I pecularly like it's marketing and advert department as well. But again, to what extent is the future scope and what client it holds is unknown to me right now.
      Gitanjali Gems: People around me, my friends, acquaintances and also my partner is into this script. I dont see what the fenzy s all about. To be very honest jewellery is more of confectionary item than productive one. I am sorry I don't understand this sector I sure I would prefer titan for its diversification and awseome mangement and jhunjhunwala preence.
      prime securities: Thi sector is very lucrative but one thing is sure that Prime sec is not amongst the best. Edelweiss is the best amon the lot while SIS ipo will also be coming soon.


      Delete
    4. Meet kotak10 April 2017 at 15:22

      I am really sorry If I have hurt your sentiment or knowledge base in any way, but I have my limitations in terms of knowledge and vision, like I shouldnt be proud of being ignorant about the jewellery sector. I will take a note and will put efforts to research in this sector. Also, Niraj sir IOCL itself is a superbscript. You gus are manageming the firm quite well it seems. Kudos. :)

      Delete
    5. Meet kotak10 April 2017 at 15:23

      * ballarpur is number one ( grammatical error)

      Delete
    6. Meet kotak10 April 2017 at 15:26

      there seems to be lot of grammatical errors sorry. had a hectic day

      Delete
  23. S M R12 April 2017 at 23:25

    This comment has been removed by the author.

    ReplyDelete
  24. Unknown18 April 2017 at 09:53

    Sir my mobile number is 9891062030 please sign me up for the sms stock updates
    Thank you so much

    ReplyDelete

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