tag:blogger.com,1999:blog-8074076175036081982.post5491236516212956954..comments2024-03-26T12:30:43.541+05:30Comments on Investment ideas: Can you identify the stock? - My next findNiteen S Dharmawathttp://www.blogger.com/profile/14299180659043749768noreply@blogger.comBlogger27125tag:blogger.com,1999:blog-8074076175036081982.post-67548666493081817022014-05-18T15:29:34.838+05:302014-05-18T15:29:34.838+05:30The first pick is 'Deepak Fertilisers and Petr...The first pick is 'Deepak Fertilisers and Petrochemicals Corporation'. <br /><br />Disc: I hold the stock.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-23962739669092581052014-04-25T18:54:44.391+05:302014-04-25T18:54:44.391+05:30I think it is Deepak Fertilisers after all.I think it is Deepak Fertilisers after all.Rapidrisernoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-59758196398548386712014-04-25T11:14:22.935+05:302014-04-25T11:14:22.935+05:30for Jain Irrigation: Book Value is less then curre...for Jain Irrigation: Book Value is less then current price .. so crit. not met :(<br /><br />I find it interesting as 15 years dividend record and 10+ FII holding in agri. spaceTusharhttps://www.blogger.com/profile/15325790899077251598noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-29653891312874250502014-04-25T08:02:23.118+05:302014-04-25T08:02:23.118+05:30Jain irrigationJain irrigationmilindhttps://www.blogger.com/profile/12336684739662388286noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-60138908682030763602014-04-25T00:03:38.798+05:302014-04-25T00:03:38.798+05:30Can you please share one more input, FII limit is ...Can you please share one more input, FII limit is the only issue here as you have stated that it is 10+%Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-17399201244766284302014-04-24T19:15:30.850+05:302014-04-24T19:15:30.850+05:30Either Chambal Fertilisers or Deepak FertilisersEither Chambal Fertilisers or Deepak FertilisersRapidrisernoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-19304043327951741922014-04-24T19:13:19.592+05:302014-04-24T19:13:19.592+05:30Aries agroAries agroDDnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-42049996477082190582014-04-24T16:43:26.421+05:302014-04-24T16:43:26.421+05:30@Ram. This is not GNFC. Keep trying.@Ram. This is not GNFC. Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-15228382019384444672014-04-24T16:41:46.511+05:302014-04-24T16:41:46.511+05:30GNFCGNFCRamnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-39596589821598839952014-04-24T15:18:46.283+05:302014-04-24T15:18:46.283+05:30@Rahul, Piccadily Agro Industries Ltd is also an i...@Rahul, Piccadily Agro Industries Ltd is also an interesting company but it is not the stock that I am talking about. It does not have a history of dividend payment of more than 10 years. Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-46133589850444990342014-04-24T15:08:27.169+05:302014-04-24T15:08:27.169+05:30Piccadily Agro Industries LtdPiccadily Agro Industries LtdAnonymoushttps://www.blogger.com/profile/02712553657514849329noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-64927436965198456532014-04-23T23:02:07.318+05:302014-04-23T23:02:07.318+05:30@Babu. Bharat Agri Fertilisers is not the stock. I...@Babu. Bharat Agri Fertilisers is not the stock. It does not have a history of paying dividends of more than 15 years. Keep trying. Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-45636516670138795042014-04-23T22:57:52.195+05:302014-04-23T22:57:52.195+05:30@Abhay. REI Agro is not the stock. Keep trying.@Abhay. REI Agro is not the stock. Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-58302868673917961562014-04-23T22:55:36.181+05:302014-04-23T22:55:36.181+05:30Bharat Agri FertilisersBharat Agri FertilisersBabunoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-3151009394562752752014-04-23T22:40:21.596+05:302014-04-23T22:40:21.596+05:30REI AgroREI AgroAbhayhttps://www.blogger.com/profile/09132975349480543817noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-57043119310878072842014-04-23T20:20:18.224+05:302014-04-23T20:20:18.224+05:30@Shaik Rasheedbasha. This is not KAVERI SEEDS. The...@Shaik Rasheedbasha. This is not KAVERI SEEDS. The market cap of Kaveri is Rs4000Cr+ while the revenue not even 1000Crs. So does not fit in the list of clues provided. Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-36611509770692012862014-04-23T20:17:05.111+05:302014-04-23T20:17:05.111+05:30@DD. This is not DHANUKA agri.Keep trying.@DD. This is not DHANUKA agri.Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-2375879653117698022014-04-23T20:05:38.727+05:302014-04-23T20:05:38.727+05:30KAVERI SEEDSKAVERI SEEDSAnonymoushttps://www.blogger.com/profile/14008416162224774285noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-52828344436667221032014-04-23T20:04:40.654+05:302014-04-23T20:04:40.654+05:30DHANUKA agriDHANUKA agriDDnoreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-72708164327931753522014-04-23T12:56:11.426+05:302014-04-23T12:56:11.426+05:30@Vinayak,
I don't agree with D:E ratio. It is ...@Vinayak,<br />I don't agree with D:E ratio. It is flawed ratio. The better ratio that I always advocate is Debt:Net Profit. Also D:NP ratio should not be seen in isolation. It should be ensured that CFO is comfortable else D:NP ratio will be flawed.<br /><br />Having said that, the D:E ratio of the company is not 2.5x but much below. So keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-91212998571799852332014-04-23T12:52:04.191+05:302014-04-23T12:52:04.191+05:30@Yogesh,
No, not Kothari Products. Keep trying@Yogesh,<br />No, not Kothari Products. Keep tryingNiteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-19509408150384515902014-04-23T12:42:08.951+05:302014-04-23T12:42:08.951+05:30kothari productkothari productAnonymoushttps://www.blogger.com/profile/04106087728270768803noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-24167392340635629902014-04-23T12:39:25.130+05:302014-04-23T12:39:25.130+05:30Niteen, the problem with this company is the enorm...Niteen, the problem with this company is the enormous amount of debt; over 2.5x d/e, margins have taken a beating on average at operating level and the sector remains highly regulated. Besides, good companies have killed themselves by taking too much debt. This is good, but you can get better companies around...Vinayakhttps://www.blogger.com/profile/15598418408030846905noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-53287825694383617242014-04-23T07:10:42.504+05:302014-04-23T07:10:42.504+05:30@Rajesh, Atul is another very good company identif...@Rajesh, Atul is another very good company identified at very low levels & holding. Atul is still undervalued compared to the growth it has shown. But the stock here is not Atul. Keep trying.Niteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.comtag:blogger.com,1999:blog-8074076175036081982.post-72689810212269832002014-04-23T07:07:50.726+05:302014-04-23T07:07:50.726+05:30@Sunil. I know people are counting on Modi to come...@Sunil. I know people are counting on Modi to come to power but it is not GSFCNiteen S Dharmawathttps://www.blogger.com/profile/14299180659043749768noreply@blogger.com