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sweetprofit : SIR,any books that give valuable insight & understanding into buyouts,mergers & restructuring?
Ramesh Damani : nothing comes to mind but try searching google
VISHAL625 : hello sir,wat r ur views on coal india can we see 275 on screen 1st day and indusind bank is this is a next axis bank in making
Ramesh Damani : i think investors in the retail category must apply for Coal India...they will get good allotment and could make approx Rs 50 on listing share per share..would encourage all retail investors to apply
shishirkapadia : Sir, Do you expect that TV today can be classic turn around case like Jet Airways . thanks
Ramesh Damani : jet had become too cheap relative to its size..the turnaround in TV toay will be more slow, and more sure..but payoff is srill some time away..it is hard to time these things
vishnukant_1 : . Sir, u say, GIL is a long term compounder. What does it mean? Is it well priced for this year or do u still see an upside in this stock for a short term at CMP ? Kindly guide us. Thanks
Ramesh Damani : if we are right stock price over the next 10 years could compound at around 20%...it would not be linear but over time i hope it can achieve those rates
maneramesh : Dear Sir, you,RJ,RKD etc buying delta corp which his already 100-multibagger????
Ramesh Damani : where did you get 100 bagger from..the stock was placed at Rs 51
sg1109 : Mr. Damani you are very correct in picking Real Estate stocks.Last time you mentioned Godrej properties because of his unique revenue model.Please tell me about Oberoi Realty which is debt free Real Estate company. Thanks
Ramesh Damani : smart promoter....but iu would wait before buying the shares..
jack_22 : hi ramesh, aegis whihc was once trading at mcap/sales below 1 is now way over 5 times. do you think we shd partially sell or hold on to? also is there any news or new business whihc you are aware of which is propelling the stock to new highs each day?
Ramesh Damani : stock seems well priced...investors can book partial profits
mainak4all : Hi Mr. Damani. Wanted to know how you view Gruh Finance after the quarterly result and where do you see the stock 12-18 months from now?
Ramesh Damani : good results..top line still weak....i beleive it will be a compunder....great co, good mgmt
jack_22 : hi ramesh, everest industries has come down substantially and looks like a good bet..infact the whole sector looks cheap now?? with fcf approx 55 cr. we hav quite a bargain..can we consider it as core investment..your comments??
Ramesh Damani : yes with the thrust of domestic consumption and good monsoon. i am looking forward to a good year from Everest
maneramesh : Dear Sir, will you recommend any EDUCATION play? There are many small cap education scrips but most look speculative bets than serious businesses???
Ramesh Damani : no great call in that area
vkn67 : While welcoming CIL, what is your view on NHPC and Sutlej V Nigham for the next 2 years Damani ji ?
Ramesh Damani : cil is my choice among the recent crop of psu`s
ynet : Dear Ramesh, I wanted to know your view on JK Lakshmi cement. It has a PE less than 5, 4. 2% dividend yield, with todays market cap of 900 crores, available at 3 years operating cash profit.Company has cash in hand to the extent of debts(approx 400 crores), will be power surplus in another one year. They are doubling the cement capacity in another 4 years from current 4.75 million tones. Is'nt it a strong value buy ?
Ramesh Damani : it seems so, and some other cement stocks are cheap
sunny_31 : Sir do you feel that small investor must buy at this level? Bcoz when market goes down every stocks fell and small investor get stucked and always think if I would have bought at discount. so whats ur kind advise to we people?
Ramesh Damani : markets go up and down...you have to be able to ride the tide
murualag : SIR , Do you suggest buy on Hyd Ind?
Ramesh Damani : stock has been a disappointment in terms of price moment..going to wait for q2 results before saying anything more.
vishnukant_1 : Sir, one thing your worst critic will also agree with that people can dispute about some of your scrips but no one can deny that u r the person with most integrity in indian stock market as we like and appreciate your attitude of generosity by generously answering our questions. You are THE BEST. Sir, what does your insight see for markets and gold at CMP? Can we go long on them NOW, OR is it just too late? What about Biocon and Tata Motors?/If u do still see a clear upmpve in any of them, then kindly do share today. Sir, at least today, do generously help us as u always do.
Ramesh Damani : thanks for your kind words..both biocon and tata motors have had dazzling moves...they look strong still
arvind_kishore : sir as can we enter sundaram finance now?
Ramesh Damani : great stock to have in your portfolio a good compounder
sarvajeetchandr : Sir, what do you think of financial companies that specialize in the bond/debt market,given the upward revision of limits for FIIs. Some companies are AK Capital, PNB Gilts etc.
Ramesh Damani : i liked them but they have been disappointing investments..got the cycle wrong
atit100 : godrej properties: sir the 80-90 million sq ft land bank is not only theirs but the revenues/profits will also be shared with the development partners? is that true?
Ramesh Damani : let me get back..i keep forgeting the exact ratio of that
anshumankap : Dear Sir, I think it forfieted the purpose of buying KVB before the Bonus issue as its trailing the ex bonus price of 640. So it is better to buy it now and wait for the rights issue. what are ur views on this.
Ramesh Damani : right will be well priced and yield a good dividend..to get the right you will have to buy the shares
aakashagra : Dear Sir, last week you said,����Ramesh Damani: GOLD certainly can hit $2000 in this run. Sir, as we were totally focused on equity markets as they were doing well. So, we paid no heed to commodity market and we did not buy GOLD, at all at lower levels. Since gold is at all time highs, and certainly can rally to $2000, will it be wise to buy fresh gold now?? Will it be safe to buy now or risky? Will we burn our fingers? Is it still an insurance? As u do watch it closely, do u see a linear uptrend in this yellow commodity. Please be kind as always, and share your views clearly TODAY. Thanks.
Ramesh Damani : still bullish, still an insurance..be careful in any investment
ah27 : what is latest vew on GEOMETRIC its underperforming market
Ramesh Damani : i reamin bullish on its prospects
sharad_bhatt : Sir, With the tieup with Pfzer..How Biocon looks now for Long term Investor, the market of Biabites is too Huge to miss an Opp.?? Your Views.....
Ramesh Damani : biocon has finally shown some leadership..better days ahead
holster13 : Your follower from Boston: Hope you are doing well. At the current moment - do you feel the Indian markets are in a bubble or growth? The western media are completely terming this as a bubble. MountEverest Mineral water - could you kindly share your vision of how this stock will play out
Ramesh Damani : markets are fine..undertone is good..Mteverest tie up with pepsi should be a catalyst
srinidhi73 : When you say you have vested interest and my office trades in it - Does that mean the stock is a investment call or a trading bet.
Ramesh Damani : it means i own it and some one or me in my office may be trading a quantity from time to time...full disclosure
maneramesh : Dear Sir, due to good mansoon will we not surely see viska,hyd,everest showing bad q2 results?
Ramesh Damani : good monsoon helps them 6 months down the road
ynet : Dear Ramesh, could you pls mention 5 PSUs we can buy and keep for 5 years. HPCL/BPCL still worth buying even considering that crude can climb to 150$/bl in long term ?
Ramesh Damani : at thsi time i am focussed on Coal India Ipo which could surpise on listing
maneramesh : Dear Sir, as Parag parikh pointed out its time to look outside India example instead of buying nestle inida at PE of 45 buy global nestle at much lesser PE??
Ramesh Damani : globally the net growth rate of Nesle may be 8% to 10% hence the lower pe
pune_swengineer : Sir, whats ur view on Deccan gold mines? They are claiming some very good findings in one of their prospecting mines. They have applied for mining lease but yet to get that in that field.
Ramesh Damani : somehow i have never been convinced about deccan
TheMatador : Sir, you said SaaS will be omnipresent in few years. I am too bullish as I work as a SaaS developer and took positions in Ramco Systems. Do you have any thoughts on Ramco Systems.
Ramesh Damani : ramco is a competitor to SAP..but mgmt seems to have fallen short..no new update at this time
krishnarajkini : Sir, Two options. Go LONG on GOLD and SHORT the TECH Futures as headwinds such as weaker Dollar and US policies against the outsourcing looms large. Its two way profit. Please your views...
Ramesh Damani : shorting is tough animal..and in my view long term tech will face a problem of appreciating rs..however i cannot predict if this is the inflection point..so far they are swimming well
amhussain : Hello Sir,With Coal India Sucking up Liquidity from markets do u see markets in a correction mode after the ipo also.ru bullish on the ipo listing on nov4?..
Ramesh Damani : i think around listing time of CIL market will be buoyant
akash_patni : Sir How do you read Praj Industries, is it at a good level to enter?
Ramesh Damani : it is time to take a look at some of the fallen angels,including praj
srinidhi73 : Your follower from Rediff days?Can we enter into Banco products at CMP? Please let us know
Ramesh Damani : i like the stock..but lets wait till the results for q2 are out
sharad_bhatt : Sir any new Suggestion for International Market??? MCP is doing superb....Any new idia??
Ramesh Damani : Benhihana the japanese jain will likely be sold..could see a good move...OSIS...(security system) remains good
kmanjuna : Dear Damani . what is your assessement on shree renuka?
Ramesh Damani : smart promoter..will be a powerhouse..but generally i do not have any great investments in sugar other then EID Parry
dhawal_dhawal : Sirji - any update on bluebird? dont feel like selling as i feel the worst is priced in the stock.
Ramesh Damani : sorry no update...co has been a disaster...
goutam_cea : damani sir, earlier day u said u would comment on vatech
Ramesh Damani : it may take me some time to study the co
ynet : Dear Ramesh,TCI. Is it good to add the stock before demerger. Which company , post demerger you recommend TCi or TCI developers ? Any view on listing price of TCI Developers ?
Ramesh Damani : depending on the price i would recommend both..no view on the listing price
visitorx : what is your view on the market now? Despite global stability our market is falling everyday? dont u feel operators are having a field day butchering gullible investors?
Ramesh Damani : i dont belong to the conspiracy camp...the market went from 15000-20000 in a few weeks....if you were invested you did well
shah_kaushald : Suggest one good banking scrip
Ramesh Damani : i would take a hard look at central bank of India particularly close to the rights issue
mycallview : What are your views on Poultry sector. Does it look reasonable at current valuations.
Ramesh Damani : wworried about sskyrocketing corn prices..that is the feed stock for poultry
aakashagra : Ramesh Damani: stocks as always will have periods of outperformance and underperformance. Since you are following the market very very closely, more, due to the Coal IPO, and as we are your dear dear followers, since years, and who wait eagerly for this hour to come, For our Family,TODAY, we plead to you, to share with us, do u see markets touch the old highs by 4th November. And which stocks do you see as very strong and rallying till the Coal IPO i.e. till 4th November.? Can we buy Tata MOTORS now??What about markets now, SIR??
Ramesh Damani : i think they will do well in the run up to CIL listing...
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