Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Simran Farms | Macro Updates on Poultry

with 10 comments

Good macro updates on poultry

http://www.worldpoultry.net/background/changing-dynamics-in-global-poultry-production-7650.html

http://www.worldpoultry.net/background/shifts-and-patterns-in-global-poultry-meat-trade-7661.html

http://www.worldpoultry.net/background/indias-poultry-industry-experiences-significant-growth-7656.html

Written by amitdipsite

July 7, 2010 at 9:39 am

Posted in Uncategorized

10 Responses

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  1. Hi,Amit,
    Greetings and best wishes.
    you are doing great sevice to retail investors by advising to buy sure multibaggers.YOUR CALLS ARE 100% ACCURATE AND ON SPOT.RIGHT ENTRY POINT AND EXIT POINT.GREAT!!!.HATS OFF TO YOU.
    I was investing in equities thro' mutual funds
    since 2004 as I was unable to search the right stock and was new to stock market. since jan 2010 I have started investing directly into stocks as I realised that I was getting 20-30% returns with MF.
    I am lucky to hit your blog and I feel this is the blog i was looking for.

    What I like is that you advise only one or two stocks per month.That is great! that too all are turning out to be multibaggers.
    What I want to know from you that (I have exposure to Everonn and globus as of now)can i take exposure to your stocks at CMP.What are the best entry points for

    ICRA
    SIMRAN farms
    RELAXO FOOT-WEAR
    Symphony Comfort Systems.

    Should I add more in Everonn and globus at this price?
    Will be pleased to have your answer.
    thanks a lot.
    Dr Nelogal.

    nelogal

    July 7, 2010 at 1:48 pm

  2. Hi Dr Nelogal,

    Thanks for your kind words. Sometimes we get lucky and sometime correct. However, we cannot be right 100% of the time. I have lost lot of money too in stock market and Warren Buffett too lost 100s of million of $ in 2008 on Irish Banks.

    I am only giving an opinion, which may or may not work.

    Also, its not important to buy or trade in stocks every month. Biggest money is made in holding stocks for longer term. Charlie Munger calls investing as “Buying good stocks and practicing assiduity (sitting on your ass)”.

    Look at most of PSU Banks, they have returned between 10-20 times in last decade, Axis Bank, 40 time, Titan Industries 40 times, Hawkins Cooker 30 times, Infosys 3000 times in 15 years, Pantaloon 50+ times, Financial Technologies 100+ times, Hero Honda 100+ times.

    So, enthusiasm can be dangerous for investment. But one should buy fabulous companies for long term. Most of stocks I recommended here on this blog are for upto 2 year period, not decade.

    To answer your questions:

    Everonn is very volatile, I would not prefer adding it now.

    ICRA, there is pressure on rating agencies and Buffett too is exiting Moody's, so unless its clear wont add more.

    If I had money I am comfortable adding Simran Farms and Relaxo at this stage.

    Kind regards

    Amit

    Multibagger

    July 8, 2010 at 6:15 am

  3. Thanks for your valuable opinion and time.I shall keep tracking your blog.
    Good day.
    Dr.Nelogal.

    nelogal

    July 8, 2010 at 12:34 pm

  4. Hi Amit,

    recently got to know about ur awesome blog, Your picks r really shown wonders to its share holders. As u said, its luck… but its not luck.. its your hardwork and experience thats paid up. By your recomendation,I entered in simran farms..planning to add more on dips.. What is ur view on SHIRPUR Gold.. as it has showing strong investor's intrest.Production is still yet to commense. Your view on shirpur gold is valuable for me.. Once again Hats of to your grt work.. long live.

    Sudhir raj

    sudhir

    July 12, 2010 at 5:55 pm

  5. This comment has been removed by the author.

    Multibagger

    July 13, 2010 at 7:21 am

  6. Hi Sudhir,

    Many thanks for wishing long life.

    Lets hope we make money on the way and it feels good to know that others can win along with oneself.

    I have no idea on Shirpur Gold, sorry. I tend to distrust BSE announcements and like to avoid long shots.

    I dont have any spare money for investment in stocks but Amrit Banaspati is looking awesome. A percentage point improvement in operating efficiency and it should be in a different orbit.

    While I cant predict future as yet (not self realised­čÖé ) or bird flu but I am betting heavily on Simran Farms too, so profit or pain will be mutual.

    Regards

    Multibagger

    July 13, 2010 at 7:26 am

  7. Hi Amit,

    Is Simran Farms can be added at CMP or should i wait for some correction.. I had gone through amrit banaspati..it looks cheap on mcap.but thin margins leads to less EPS.Do u see any big opportunity in near future for amrit. If yes then what could be the size..

    As Kothari products also looks interesting for me. great Panparag brand. looks cheap and great div. but i dont know abt fundamentals. Plz look into it and analyse the fundamentals.

    Thanks

    Sudhir Raj

    sudhir

    July 13, 2010 at 12:35 pm

  8. Hi Sudhir,

    Simran Farms: You can add 25% of your desired quantity now and remaining 75% gradually over next 4 months after checking our Qrtrly results Q1 and Q2 for current financial year. Nothing can stop a rising sun, clouds on the horizon will bring rain and it will pour for sure. So, wait for company to prove itself, there is no hurry.

    If you look at money makers, even if you miss out first year or two of rally, you can still makes loads of money later, let the business get a footing, “show us the money”, prove they can weather crisis, they we can partner them, why should we be venture capitalists, why risk.

    Amrit: Its on my radar. India is net importer of vanaspati/oil etc. so big opportunity for all companies. Agro Tech also is on my radar.

    Kothari Products: I looked at it in 2009, the promoters have been cheaters. They came out with plan to offer 1 share of Pan Parag India Pvt. Ltd to shareholders but in 2009 gave only 6 redeemable preference shares of 10 Rs each. Thus they took Pan Parag business private. Current company does not sell Pan Parag.

    However, I am surprised that the results for 2010 look so nice. Wonder what the other income 36.27crores is for 2010 year end. Even though the product is bad per se for society, causes oral cancer, like Philip Morris in the States this product is awesome for owners, but Kothari Products Ltd does not have pan masala business anymore­čśŽ

    Good Luck

    Multibagger

    July 14, 2010 at 6:25 am

  9. Hi Amit,

    Ur doing an awesome background work..Thanks for your clarifications. Amrit is going well.Excellent pick. If you dont mind,plz give me your email id..

    Thanks,
    Sudhir

    sudhir

    July 14, 2010 at 1:02 pm

  10. Hi Sudhir,

    My email id is amitdipsite@hotmail.com

    Cheers

    Amit

    Multibagger

    July 17, 2010 at 10:41 pm


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