2010-05-18

veerendra.kadam : Sir,ur  views on Aarati drug

Ramesh Damani : co is doing well and is low pe but balance sheet is stressed..too much debt...margins are poor

jainsharekhan : CLARIANT CHEMICALS WHAT IS THE FUTURE IN ONE YEAR?

Ramesh Damani : land sale will give u a good one time dividend..the rest of the business is a steady earner,,low risk stock

jatin_mm : What is your view on Tv Today?

Ramesh Damani : bullish..they have a powerful brand name and will do well over time

veerendra.kadam : Can I buy Century, Natco,Aarati GIC housing at these level for long term

Ramesh Damani : not sure about aarti for long term..rest seem better

lamet : any views on ICI INDIA and BEL? also ABB it had a peak price of Rs. 1800 and even at the current buyback of 900 it is 50% to its peak...does it make sense to buy for long term...or better to buy L&T

Ramesh Damani : ici has good results, good dividend and a basic business..it makes sense for conservative investors

bvittal : Dear Ramesh: With Sundaram Finance looking to selling its insurance business, how attractive is the stock from an investment point of view incase it doesn

Ramesh Damani : the deal structure is unclear yet..i am bullish on the co

AMAAN : Sir, What is your Views for Godrej Inds for short to medium terms

Ramesh Damani : bullish over time

bharatsmm : dear rameshji any new multibagger

Ramesh Damani : not a multi bagger but should give decent returns in Precision wire (Rs 103). THey are into copper wires and given the growth in electronics, durables and power they should be big benificiaries. It is an indirect way of playing the great domestic demand story. Stock is cheap and over time should move higher ..(my office has a vested interest in it and we trade the stock)

bharatsmm : rameshji your view on godrej ind and century

Ramesh Damani : bullish

chathabikram : I am holding ABB at 1500 levels. What should i do? exit at current levels or wait for the open offer?

Ramesh Damani : mgmt buying at a premium to market is a good sign..

manishtaparia : tell me about mtnl sir....it is creating huge losses to us...

Ramesh Damani : nothing to add accept woe.the stock has been a disaster

sanca : Is godrej Property can be bought at current price for next 1 yr

Ramesh Damani : for the next 2 to 3 years yes..

sanca : What aby Bharti & Rel Com for next year

Ramesh Damani : still too early to buy

aakashagra : Sir, are u expecting an upward movement in our highly focused stock, Godrej Industries? Are u expecting anything for this stock? Or, is it just a hold for patient investors? If u do see anything clearly for this particular stock, do share with us. Some small profits are always desirable

Ramesh Damani : both its constituents are doing well..godrej consumer and godrej prop..they are also doing well..i am remaining invested

shishirkapadia : sir, Hitachi is seeking permission for new business from Govt. ? please tell us if any develpoments

Ramesh Damani : not heard of any news

npunni : Mr. Damani, I have benefited a lot from your chat and was quite silent over the last 4 years in chat. I have significant amount of savings which i would like to keep for my daughter who is 15 for the next ten years. Would kindly suggest a few shares for investment which would compound 15%cagr

Ramesh Damani : you are doiung the right thing..look at stocks in basic business that seem to have a future....you know the stocks i recommend here..you can chose from them.good luck

m.madnani : Sir, u had reco. on gic housing, but said that u have not decided yet for the time period, for holding it, would request u to tell us about the same. should one buy at current levels for long term,Also would like to have ur views on sagar cements, looks good for long term and thanks a lot and a big hug, for all ur valuable advise to us chatters.

Ramesh Damani : thanks..over 13 nonths is likely to pay a rs 4.5 div (current) and rs 5.0 div next year..that transalates into aa 10% yield (roughly)...we may also get some capital appreciation.i would buy some gic housing at current rates

vishnukant_1 : Sir,u have said,:there is no case to be extraordinary bullish but there is another saying that you cannot fight city haul, if the government wants to promote liquidity, it is going to do that and it has just been gushing around: Sir,what abour real estate at this point of time, if u could share something in particular. WHAT ABOUT CENTURY SIR?? Please Sir, if u do see clearly anything in this short term, please do take care to share with us, TODAY. Thanks,

Ramesh Damani : i am bullish on some property co`s among them God prop and century

pranav_sharma17 : can upl tell us about vip marger with semsonite inspite of heaving good results why going down 3rs dividend also pl pl pl reply sir very biggggggg fan of urs

Ramesh Damani : stocks go up and down that is not a cause for concern..trend is higher

pune_swengineer : UB Holdings: Sir, they have pledged most of their holdings in the group company. Can mallya pull it off once again and repay all the debts?

Ramesh Damani : yes he can, they are very careful about such things

bharatsmm : rameshji view on hydedrabad ind

Ramesh Damani : i am bullish on it ..stocks is cheap ..actually the whole industry is at a very reasonable valuation

makhijasuresh : HOCL has again reported losses for the financial year 2009-10. I am holding on this stock for the past 4 years. Are you hopeful of a turnaround story in HOCL?.

Ramesh Damani : nothing new to report

tejas bhatt : Sir why do you favour Goldiam versus Gitanjali???

Ramesh Damani : i follow goldiam (not gitanjali)

sudhakajaria : Dear Sir, Do u consider HEIDELBERG CEMENT as multibagger like mcdwell or just compounder. Plz comment Sir.We had purchased at levels of 65. Should we add more at current levels of 52.? Do answer. THANKS

Ramesh Damani : it will not be a mcodowell..would be bappy if it doubled in 2 years.then we reasses its prospects

swamik : Dearest Ramesh, your view please, being a investor below 35 years, do you recommend buying growth stocks which pays almost zero dividend or buy companies like GIC which gives 5% dividend and over a period payout increase. Is it a good idea to go heavy on those companies.

Ramesh Damani : probably a little bit of both

foreverbull : Sir, Deepak Parekh said in a recent interview - "You would be a fool not to invest in indian market for next 10 yrs?" Do you concur? Any other comments?

Ramesh Damani : since i am always in equity i would have to agree

119756 : sir it is getting difficult to invest in all your recomendations so kindly advice some stocks from ur previous recomendations which would give good returns in long term

Ramesh Damani : that is for you to pick..no spoon feeding

sudhakajaria : Sir, Biocon is below the technical level of 300 once again. It sometimes breaks the support of 290 but then bounces back as well coz.markets are volatile. Sir, as you are bullish on the generic space….is biocon a good hold as for now. We have purchased it at 302. Do guide us. Thanks.

Ramesh Damani : i am bullish on the generic space

wavestudent : Sir, does the combination of Godrej mgmt. the future business prospects and the relatively low mkt. cap make God. Properties one of the most attractive buys in recent times

Ramesh Damani : i am bullish like i said

rksingh4343 : SIr, What is future of KSB pump ?

Ramesh Damani : will do well

sudhakajaria : DEAR SIR,ONLY ANSWER THIS ONE QUESTION TODAY. LONG SINCE WAITING PATIENTLY, MORE THAN A YEAR, TO SEE THE YELLOW COMMODITY MOVE IN A LINEAR DIRECTION. DO SHARE WITH US, HAS THE TIME COME TO ADD VIGOROUSLY OR will it now consolidate at $ 1200-1226 or will it now easily cross the all time high 26. What does your technical indicators suggest at current levels.Sir,do guide us well on your favorite commodity. Thanks.

Ramesh Damani : feel gold will head still higher..but haave no idea of its pace

pune_swengineer : Sir, in a booming eceonomy like india what makes more sense. Becoming an investor or an entrepreneur?

Ramesh Damani : it depends on your skill set..i dont have the enery to be an entrepreneur

sarvajeetchandr : Sir, I think since you pick stocks across sectors, I find it easy to develop conviction in picks within sectors I know. Thanks

Ramesh Damani : yours is a better way actrually

MORDHH3A : Sir, what r your views on Mahugine steel and amar remedies at CMP for medium term?

Ramesh Damani : mah ugine seems cheap

swamik : Dearest Ramesh, what is your call on KVB and Sundaram fin at CMP. Is it a buy for long term investor?

Ramesh Damani : yes they look attractive

GTYGTY8 : UB ENG : Now Mallaya says he wnats this co. to be a billion dollar company . Right now mcap is 300 cr. Any views on it

Ramesh Damani : seems a tall order