2010-10-26

k_rohra : hello sir,how urs views on coal india  listing wat is the band u would lk  to c, and wat is the future of alok

Ramesh Damani : hello everyone thanks for joining in lets start......i think coal India listing is going to be spectacular..it will probably open around 285-300 bank and i expect to see significant buying on listing day by FII and domestic institutions

happyconsultant : good evening respected sir ; pls advice me on my investment in mirc electronics ; is still mirc a good hold? very flat results sir . pls advice me.

Ramesh Damani : they aer moving into new areas, brand is powerful..over time value should be unlocked

manishs8875 : Afternoon Sir, Your follower since rediff days. Wish you and your family a very happy Diwali and a Happy new year in advance. May god bless you and your entire family. Any new multibagger over the next decade apart from USL / GPL / GIL / KVB.

Ramesh Damani : thanks...happy diwlai to all..no new ideas just like some of the old idea`s expressed earlier

sushmbh : Sir, GODREJ UP TODAY BY 4 PER CENT. ANY LOGIC SIR? Has it given a breakout? Should we enter at CMP??

Ramesh Damani : it needs to break out of 250 levels..to be considered a break out

miteshinsurance : Sir latest view on HOCL

Ramesh Damani : with a new airport being made near panvel..hocl may see some traction since it has large land holdings

atuldugar88 : what was the reason behind the fall of banco today..ny idea with high volumes..

Ramesh Damani : con call is going on today..margins are slipping due to a weak euro and higher metal prices..

aadilsurti : sir results of everest industries were out today ur view on their numbers and on the stock looking at the current quater result

Ramesh Damani : this is seasonally a poor quarter...results were flat...next 6 months should be better

srinidhi73 : Sir can Everest Industries and TV today be a part of the core portfolio?

Ramesh Damani : tv today has some characteristics that i like..but for it to get to sustained high profitability will take some time.it is for people who can be very paatient and wait for good things to happpen

harsh2ksh : Kindly forewarn us prior to correction as you did last time

Ramesh Damani : timing the market is very difficult..

wavestudent : Sir, Cello Pens has OPM of 32% on sales of 436cr (08/09) (source CRISIL rating list) while Linc operates at 6/7% going forward do you see Linc OPM at 20% above with better realizations per unit?

Ramesh Damani : that would be great would it not...cant see that happening..they are at the lower end of the market

vickky_27 : sir can retail investor buy after the listing at 280 levels. do u think coal india can cross 400 in the next 12-18 monthsand can the persons alloted shares hold them and not flip at listing

Ramesh Damani : my sense is that good buying will emerge post listing..so i expect the counter to be buoyant

kanupriyaa : Dear Sir, WE BEG U TO ANSWER THIS ONE QUESTION TODAY for us. Do u see the selling pressure over in the market NOW? As u say, a bit of zig and zag is good for the market . So, do share with us, if u do see the market in a zig-zag mode till Diwali, or Sir, do u see OLD HIGHS by DIWALI on the Sensex ?Like always, do share your most wanted views with us. Thanks.

Ramesh Damani : lets say there is a chance by COAL India listing Nov 4th we could see a test of the old highs

vickky_27 : sir where do u think the p/e band may be for everest in the next few years do u think that mkt. would give it some 15-16 multiple on some margin expansion . pls. reply sir

Ramesh Damani : that would be nice..but it is difficult to guage

ashitosh12 : Abt. GODREJ IND. - Godrej Agrovet seems to offer huge potential over a period of the time. The present turnover itself merits its listing. Till what time wud it be a sub. of GIL. Thnx.

Ramesh Damani : mgmt has not announced any views..remember Goderj Hershey. godrej tyson will also be very valuable over time

doshidixit : Hello sir, this is my 1st question to u. Sir whats your view on south based cement companies, given the recent hikes in the pricesâ���¦ Your view on NCL Industries, the company has increased its capacity from 5 lakh tones to 2 million tones.

Ramesh Damani : thanks for joining in...my sense is cement is slowly turning around..i own a few cement shares but am no expert in the sector

srinidhi73 : Sir can we buy KFA and Spice jet at CMP for 3-5 year time?

Ramesh Damani : they seem like good trading bets

gopigovindan : Dear Mr.Damani, would like to know your thoughts on the prospects of Phillips Carbon and Hyderabad Industries

Ramesh Damani : i want to see the Q results of hyderabad Industries..counter has been behaving a bit erratically

rohit kapoor20 : sir,i am a new investor,pls guide me whether i can still invest my money in gruh,banco,sundaram,cmc,godrej ind,god prop,linc,everest,tci,tv today.in which stock i shud wait for a correction to get into or i shud still invest in all.pls guide me i am really confused and have been waiting on sidelines for a correction for 4 mths??

Ramesh Damani : timing the market is a hard job..and i also do not give individual portfolio advice..most of these stocks offer value and should reward patient investors even from these price

p_rishi : Dear Mr. Ramesh, any views on Avon corporation, weighing scale industry. given the need for weighing in all industries fitness conciousness and gyms etc. MCap 35 cr, sales 120 cr and dividend yield 5%

Ramesh Damani : i looked at it briefly but do not really follow the co

ha1939 : Good evening Rameshji. Is it worth now buying Dredging Corporation? i have been submitting my request past one month (twice,if i remember correctly). May be the request has not come to your attention. Thank you for your kind attention.

Ramesh Damani : it is a psu monoploy....returns on capital are mixed but it seems fairly attractively priced

apoorvhj : Good Afternoon Sir. I am a big follower of yours and admire you for your brilliant investing skills. I wanted you ask you your opinion on Wockhardt Ltd. Do you see a turnaround in the company now that it has brought its forex losses on to the books and taken the necessary steps? What could be the long term prospects for this stock?

Ramesh Damani : thanks for your kind words..wockhardt has been winning new fans..and given the interest in Indian pharma they should do well

ashitosh12 : Sir, saw u interview on ZEE Business. Great pleasure to hear u. The story of picking up CMC, abt. mentors and admission of some picking up some duds.Fantastic

Ramesh Damani : thanks..it is important for investors to know that we are all prone to make mistakes...

yjuvij : what about Aegis Logistics - got a 5 year contract from BOR - split date my be in the near future - IS it still a value buy at CMP?

Ramesh Damani : does not seem like a great value

sweetprofit : SIR,given that UB holdings has debt amounting to Rs.800Cr,do you think the company will come up with restructring plan to reduce its debt substantially given that KFA is doing well as a stock?What are the furure prospects for UB holdings you think?

Ramesh Damani : i think mcdowell and ub holding will do well, debt will be restructured and i think King Fisher is turning around

pune_swengineer : Sir, do take a look at Deccan gold. the recent judgement by dept. og mines in their favour is quite significant though market is not realising it at the moment. Hutti mines are quite big and they may hold significant reserves.

Ramesh Damani : thanks i will

VISHAL625 : Hello sir, U looked hard on central bank last week and its appreciate 20% now what after its result its looks good

Ramesh Damani : it is a good bet for long term investors..co profit is set to increase from poorer levels in the past

kmihir007 : Sir, any magazine that you read regularly?

Ramesh Damani : many..barrons, forbes, fortune

ashitosh12 : Sir, any idea u can give to value GEOMETRIC. pls. elaborate more on

Ramesh Damani : PLM space is picking up my sense is like Kale it would be sold to someone who needs the skill

kingashish : Sir, hows Igarashi motors looking at 95/-, would recommend at current price?

Ramesh Damani : wait for the results to come out

rohit kapoor20 : sir,do you think god prop can be a multibagger in 4-5 yrs time??

Ramesh Damani : i am hopeful it wil be

gf : Dear Sir,Hindustan Lever results confirm that the company is getting its act together. These were above expectations. You were positive on this stock. What is the outlook from the current level of around 300 Rs. Thank you for your continued guidance.

Ramesh Damani : yes and technically it is important that the stock stay over 310 levels..it flirts with that area and comes back

barren : Sir any comment on published q-2 result of ITHL

Ramesh Damani : better, q3 should be good too..with the commonwealth games leading to increased revenues

shoonya : Sir do you see Akzo Nobel as a steady compounder or growth company?

Ramesh Damani : compounder..risk is mgmt may seek to delist

pankajmohta1914 : Gud evening Sir, Whats ur view on Geometric Industries ?? It is moving around 66-70 price ..

Ramesh Damani : stocks take time...my sense is that geometric is getting ready to move to the next level

amit994 : how much time do u spend reading a day and if u start reading early morning . didnt u get late reaching office

Ramesh Damani : read in the eveining.. i used to red 4-6 hrs a day, now it is more like 2-3 hrs..

gf : Good Evevning Sir, What is the outlook on hindustan Lever fromm here on ?

Ramesh Damani : includes newspapers and books

rmthiru : Sir, i have trying to get ur attention for many months.Are there any good div stocks we can buy now? Holding KVB.EID Parrys,Tata chemicals etc.

Ramesh Damani : nothing new to recommend

Ramesh Damani : Pay attention in Coal India IPO. Thank You. See you next week