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bvittal : Dear Ramesh: I find Castrol a good bet for long term. Would benefit from growth in automobile sales, competitive advantage, good payout and pricing power. What is your opinion?
Ramesh Damani : yes the stock is a compounder...will do well as the number of automobiles explode in India
m.madnani : hi, welcome back,Sir , its really nice to hear from you, are u disappointed with the govt. action on deregulation, its been delayed, it really is frustrating how our govt. work
Ramesh Damani : with PSU these things happen...take it in stride..we know it has to happen....
sahil_rao : Sir,which stock is better to invest network18 or tvtoday?
Ramesh Damani : too early to tell i would buy a basket of media stocks...tv18 and tv today are good solid brands
ferryghat : Sir, i am investing based on your idea as stated in the chat. Frankly speaking i am benefited and at present i am loooking forward to buy about 1000 pcs of Linc Pen. Can it give us good return on a long term horizon like 2 years of 3 years. Tks. J. Mukherjee
Ramesh Damani : no one can say for sure..but it is a well run company that is cheap..if they can build turnover..they will do well
kanna.tinku : Sir.. I am a great fan of yours and follow your advice very closely. I want to know about GTLINFRA and MOSERBAER. Do these stocks come under BUY, HOLD or SELL categories at these current market price.
Ramesh Damani : i do not follow these stocks
j_rawat : Sir, would you suggest to switch from God cons to God ind at these prices considering god ind has fallen a lot?
Ramesh Damani : no both have there strengths..and remember god ind owns 25% of GCPL
riteshroseone : Dear Sir Haldyn Glass has given good Number they give 20% growth on yoy they give 25% dividend on face value you still belive the stock is expensive or you recomend us to start accumulating wait for your suggestion thanks
Ramesh Damani : have not seen the results..but what you say is encouraging. stock has correct substantially
sagararora1234 : Godrej Ind/UBL- what will be your first choice if you have to buy more
Ramesh Damani : propably godrej ind
nehamathur : Banco Products: The consolidated sales for FY 2011 can be 1000 crores. Can we expect 12% margins on this sales or is it too optimistic?
Ramesh Damani : probably too optimisitc
echankya : Sir, I’m a risk averse investor and protecting downside is more important than getting upside. I think BPCL is slightly better owned by institutions than HPCL (due to obvious reasons). Which one you think has less downside risk: HPCL or BPCL at current prices?
Ramesh Damani : both tend to move in tandem.can`t tell
echankya : Sir, would you suggest small long only investors to hedge their investment positions? Which tools should be used: futures or option?
Ramesh Damani : not a fan of that..why invest if you want to hedge...
pune_swengineer : OMC: Sir, any hopes left or is it becoming like PNB Gilts type of episode? Why was there a sudden spurt at the last minute of the trade ?
Ramesh Damani : investing is not a matter of straight ups and downs..twists are a part of teh lexicon
vivekengg : Is Gold a good bet in the coming months till diwali considering historically it increases to record high during diwali
Ramesh Damani : my position on gold remains unchanged
nehamathur : Godrej Properties: What are top reasons to invest in this company? Is it just the Vikroli land?
Ramesh Damani : that is the icing...they will emerge as a major real estate developer but Vikhroli is very important
gopal4444 : with beer sales soars to 1540000 case in the month of may in delhi only dont u think beer ind has a great future ahead,do u think u b beer is a multibagger going ahead
Ramesh Damani : that is why i have recommended it..but it is not cheap on a PE basis
sagararora1234 : sir,if someone buy proprty he never thinks for 99 yrs.he buy it for life time or for trading purpose.Will godrej prop. recieve its full value from the customer if it sells for 99 yrs.I think it is a minus point for god prop.
Ramesh Damani : my sense is that 99 years is a long time 4 generations...though i agree perpetual title is better
echankya : Sir, why BPCL gets much higher valuation than HPCL despite having almost equal sales? (apart from BPCL being an exploration play)
Ramesh Damani : that is a major reason..that bpcl is an exploration co
veerendra.kadam : Sir,ur views on GIC Housing,Precision Wire
Ramesh Damani : bullish on both
dhupelia : Sir, your take on Nelco, this Tata group co. has been lying low for years - will opening up of defence sector benefit the co.
Ramesh Damani : it should..but mgmt has not made a statement to that effect yet
geturnikhil123 : Sir, do you have any idea on a stock called Nesco. I visited their place and the kind of land that they have, smacks of much more than their current market cap (around 900 crores). The land itself should get more than 5000 crores. Situated right besides the mumbai WE highway...
Ramesh Damani : unfortunately i have not studied it
wavestudent : Sir, Mitsubishi Linc likely deal moving in the right direction?
Ramesh Damani : they are only talking..too premature to comment about it
vivekengg : Sir - Why is Punj lloyd doing so badly considering it had hit 290 and is trading at 115, is mgmt getting into wrong ideas?
Ramesh Damani : poor results
echankya : Sir, apart from global factors, what could go wrong with Indian markets?
Ramesh Damani : politics..always teneous in India...the monsoons...that should give you enough to worry about
oncemore : damani ji any new recomendation for this week or next week like everestind,bancoindia,hitachihome
Ramesh Damani : no new ideas
vivekam.kul : Ramesh sir, s&p 500 touched 200-dma thrice and now broke its support of 1070 so technically bear mkt has started, isnt it? China is already in bear mkt? In India many large cap already much away from their 52-week highs?
Ramesh Damani : sometimes it bounces back..my hope is that India decouples
echankya : Sir, would you suggest small long only investors to hedge their investment positions? Which tools should be used: futures or option?
Ramesh Damani : as a general rule small investors should not be hedging...it is for a sophisticated investor.remember there is a cost to hedging too whichis often high
gopal4444 : any idea about hindustan flouro subsidiary of hocl?
Ramesh Damani : they should be getting carbon credits ...that could be a good amt...
echankya : Sir, I would like to learn about financial modeling for different valuation methods such as: Sum of the parts (SOP), Comparative valuation, and historical valuation. I have basic idea of financial modeling. Could you suggest any free source on the internet?
Ramesh Damani : cant recommend any but search the net..sure you wil find it
deepakrohilla : dear sir, Invested in Mount Everest, Pudumjee, Precision Wires, Haldyn (again). Please comment.
Ramesh Damani : they are all small stocks that i buy from time to time..my last purchase has been Precision wires
echankya : Sir, Just to give perspective; Carin has market cap of 55k crore, whereas BPCL
Ramesh Damani : they offer value (OMC) no doubt about it
yogim : Dear Sir, Please let me know your view on Videocon Industries. It has corrected more than 25% from its peak. rigth time to enter the stock ?
Ramesh Damani : i would think so..consumer durables..oil..they have a good mix of business`
dilipmjohn : Are you still bullish on linc Pen & everest industries ?
Ramesh Damani : yes
echankya : Sir, I would like to work with accomplished investors like Mr. Mankekar, RJ or you. What would be the best way to approach them, as such I
Ramesh Damani : i am not currently hiring..send them a email stating your background and reasons u want to work with them
pvpkdr : Sir, I bought 250nos of MTNL shares at Rs76/- should i hold on?
Ramesh Damani : unfortuanately have never got MTNL right
echankya : Sir, for OMC, despite all regulations BPCL and HPCL doubled their sales in the last 5 years. Even if the reforms don
Ramesh Damani : yes..with deregulation they will finally get respect
Ramesh Damani : Thanks all for joining...see you next week...bye
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