2010-11-03

bhaaaavin : Dear sir coal india is hold or book profits for shorter term

Ramesh Damani : hello everyone thanks for joining in..hapyy diwali and lets start... If coal India list around Rs 280-290 i think u will make gains on listing

anuprabhaj : sir do u think everest will deliver eps of 30 this year

Ramesh Damani : pe fab business has not turned around yet..i would think EPS will be Rs 25

rjrd : SAGAR Cement (Mutlibagger):- The current capacity of 2.3 mt and Mcap of 200 crore (debt is 240 cr, so EV of $40 per ton). In next 2 years when the cement cycle picks up the stock will easily trade at $80-100 per ton range , which means mcap will go up 3 to 5 times (since debt valuation will be constant). Also they have a JV with Vicat for 5.5 mt, where they are putting 24.5% equity and getting 47% stake. Vical JV has got funding from IFC indicating the quality of project.

Ramesh Damani : yes it does offer value to patient investors

bhaaaavin : Hello sir , please recommend of stock to buy this diwali and sell next diwali

Ramesh Damani : Coal India should do well, in small caps i would look at geometric and spice jet both recommended earlier ( my office trades in these stocks)

shamgangurde : Sir, PBIDT of all Asbestos-cement roofing companies are considerably down as compared to last year

Ramesh Damani : yes espeically Hydeerabad Industries...this is a lean quarter..best seasnon is first six months of the year

rjrd : Titagarh Wagons:- With new wagon orders being released by Railways, Titagarh is going to be biggest beneficiary. They have also lined up couple of interestng JVs and the company is very well funded for growth with promoters putting in additional 50 cr. How do you see the prospects of Titagarh wagons going forward ?

Ramesh Damani : i think rail and coal transportation will expand,..so they will do well

amhussain : Sir ur view on GOLDIAM the numbers where good and recently they have received a big order from USA?But the stock doesn

Ramesh Damani : sometimes that is a buying opportunity

FAN_yours : Sir I am big fan of yours. I want to know your views on Southern Ispat and Energy, K Sera Sera and Alok Industries.I will be highly thankful to you for your guidance.

Ramesh Damani : sorry, but do not track them

k_rohra : sir ur views on hpcl as crude is going up how will it impact on stock and what tgts u think are achievable from it for 6month horizon.and do u think diesel dregulation be done in short time

Ramesh Damani : i dont think diesel deregulation will happen in the nexxt six months..after UID is implemented we could see signs of that

maharshi1325 : Dear Sir, any view on Orchid Chemical

Ramesh Damani : pharma will be an exciting space...i would wait for a correction to around 270 levels before looking at it again

anjana_ss : Sir..any MIDCAP BANKING pick like IDBI/ Dena Bank..ur huble guidens please..//

Ramesh Damani : i like central bank in the psu pack

pks_panky : Sir, why is Karur Vysya Bank so subdued inspite of Bonus, rights and ok numbers (pre tax)

Ramesh Damani : the stock is not a market favourite but a compounder...look at the money it has made over time..

shishirkapadia : Sir, Hitachi has not delivered good result. You advise us to hold the stock. Do you think best is yet to come. Thanks

Ramesh Damani : results were dullish..my sense is that the co may come out with a delisitng proposal like other multi-nationals

vishaljain002 : Dear Sir, whats your view on Subex at 79/-. Is it okay to invest at this level? Please advice regarding the target and timeframe. Thanks.

Ramesh Damani : mgmt has a history of dilution and disappointment..despire good nos this quarter i am giving the stock a pass

TININEETA : sir, any idea about TCI developers listing & waht will be the fair value according to you. how is the TCI results according to you & does it still hold the potential to become a star performer in the time to come. thanks

Ramesh Damani : no listing date yet..yes i think they will get their due in time

doshidixit : Good Afternoon, Sir.Thank you for your sharing your view last week. I have another question for you. I have been holding shares of Duncan Industries for a long time now. The company plans to separate its fertilizer unit from its branded tea business from the main company. According to the management, this would do away with the debt of the company as that will be taken over by the new company. How do you think this wi

Ramesh Damani : sorry, not really following it

r_chetanjain : Sir, Please give us 3 Stocks as Diwali Picks. Also, what is your view on the beaten down stocks from 2008 till now and have not participated in this whole rally. Madhusudan Kela of Relcap is of a view that all those underperformed will runup all of 2011-12. Do you share the view??

Ramesh Damani : that is unlikley to happen in my view...leadership is intact in the market

sudz_123 : Sir, as rupee is appreciating and dollar is falling down, so will gold rise from current levels in terms of our Indian Rupee as well from current levels?? Do make this point clear because we want to enter gold now? [Previously we have missed. Is it a safe bet from current levels? Do guide us. Thanks.

Ramesh Damani : gold will do well.better in dollar terms but show appreciation in rs terms too

chennaisriram : sir your view on mahindra ugine as it is moving downwards after the results

Ramesh Damani : stock offers value...when it appreciates is difficult to time

rjrd : HONEYWELL:- The margins have been down very signficiantly in last few quarters ? Any specfic reason ? Any chances of delisting since it is only listed subsidiary ?

Ramesh Damani : margins have shrunk...no news other than that..it is a good delisting candidate as our other mnc`s

pranjal1 : Sir if one has the capacity to hold should one hold Coal India got through IPO till next Deewali

Ramesh Damani : my sense is that you could, i would expect margins to improve over one year

sudhakajaria : Sir, as good buying will emerge in Coal India post listing, then do u see markets making new highs tomorrow, the big Listing Day?? ?/Do you see markets clearly after 4th Nov.?? If yes, will markets consolidate?? Will FII and other institutions be attracted to buy other equities AS WELL?? If YES, THEN DO U SEE THEIR INTEREST IN BUYING tata MOTORS? Do u see a good upmove in this stock tomorrow due to buying by FII?Sir, we chatters are in markets because we ADMIRE you for your sharing nature and we just trust your views as we are your followers since rediff days.

Ramesh Damani : thanks..i expect coal india to have a strong listing...market undertone remains good..my sense is that FII`s will buy aggressively tomorrow

sanjaydetail : dear sir, ur view on TV TODAY. it has been corrected in last few days..Are you still bullish on that..plz reply

Ramesh Damani : results were disappointing due to 6 cr loss in radio and lack of other income..but over time radio should break even and rental costs should go down.. I would take a look at it from a m-cap perspective and over a few years