tag:blogger.com,1999:blog-8629364998048667702.post4228705167465039844..comments2024-03-29T12:52:44.932+05:30Comments on Equity, Economics And Energy: Market Fall: Wind is StrongGurpreet singhhttp://www.blogger.com/profile/10779546706508152515noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-8629364998048667702.post-19893551525520720352015-09-13T12:09:37.466+05:302015-09-13T12:09:37.466+05:30Hello Sanjay, NIIT is still a good buy...in fact i...Hello Sanjay, NIIT is still a good buy...in fact i have also entered again at 70 after buying earlier at 39. It is a buy at every fall from hereon. My long term target is much higher. I am not buying it for 2-3 times gain but much more.<br /><br />No study of TV Today, so can't say.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-36364700787497717572015-09-13T11:11:20.909+05:302015-09-13T11:11:20.909+05:30Dear Gurpreet, NIIT has risen sharply since your r...Dear Gurpreet, NIIT has risen sharply since your recommendation, congrats on the same. Can it still be considered for purchase? How does it look from a 2-3yrs perspective specially looking at the focus of Modi govt. on skill India program?<br /><br />Also, I need your opinion on TV Today.<br /><br />Thanks much.<br /><br /><br /><br /><br />Sanjaynoreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-83137506214319674862015-09-07T23:00:59.089+05:302015-09-07T23:00:59.089+05:30Before reading this , I was too encircled by fear ...Before reading this , I was too encircled by fear of losing ...,.but now I can say 'whatever happens , happens for good particularly for India...great stuff ....it can only come through you ........Charanjeethttps://www.blogger.com/profile/06733626651884530605noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-3282246290978291332015-09-07T22:14:18.598+05:302015-09-07T22:14:18.598+05:30You are welcome Sir.You are welcome Sir.Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-37422705996674206002015-09-07T22:09:28.080+05:302015-09-07T22:09:28.080+05:30Thanks Sir for prompt reply.Wonderful to a know a ...Thanks Sir for prompt reply.Wonderful to a know a person like you.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-53419297178251294182015-09-07T21:49:08.373+05:302015-09-07T21:49:08.373+05:30Sir, for SKM i am pasting my old reply to a simil...Sir, for SKM i am pasting my old reply to a similar query. HSIL is a good buy at this level, it deserves much better valuations.<br /><br />" Dear sir, not tracking this for long time since our cost of acquisition is very low. But, yes they have plans for getting 500 cr turnover around 2017-18. Currently they are about 270-280 cr with around 90% capacity, so at 100% they will get 300 cr. Hence they need to go for capacity expansion or acquisition as they are now with low debt and earning good profits.<br /><br />But as there is no such company in india, so chances of acquisition are very less, so they will be going for expansion. They are selling just 1-3% in india, so it will not be a bad idea to start a facility in tax free zone catering to indian market with proper branding. Indians are not at all aware of something like egg powder and liquid egg.<br /><br />So growth opportunity is indeed big for it, also in global market because inspite of india being 3rd largest in egg production, our export of egg powder/liquid eggs is petty at 500 crores. "<br /><br />So SKM is a bit risky one (not Bad) as it competes in global markets with just 300 cr turnover...but it can really scale up in india and even on the exports front. SKM is showing strong resistance in this market fall. So in my view it is all about having spare risky money for investing in this.<br /><br />Regards Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-67003552249779853612015-09-07T21:42:31.781+05:302015-09-07T21:42:31.781+05:30Please read thing as think.Please read thing as think.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-20590638280363512422015-09-07T21:40:14.564+05:302015-09-07T21:40:14.564+05:30Dear Gurpreet, I know that you found skm egg at ve...Dear Gurpreet, I know that you found skm egg at very early stage but the way things are shaping up, don't you thing it has long way to go.My other query is about hsil at 250.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-4680745379729247572015-09-07T21:35:45.083+05:302015-09-07T21:35:45.083+05:30Thanks very Much Sir...Thanks very Much Sir...Gurpreet singhhttps://www.blogger.com/profile/10779546706508152515noreply@blogger.comtag:blogger.com,1999:blog-8629364998048667702.post-61415277927422263042015-09-07T21:30:06.778+05:302015-09-07T21:30:06.778+05:30Salute to your understanding, after many years fou...Salute to your understanding, after many years found a person and blog worth following. Bravo Bro, keep it up.Anonymoushttps://www.blogger.com/profile/06868609301027505021noreply@blogger.com