2010-11-18
veerendra.kadam : Sir, ur views on Kesar,TVToday for long term investment
Ramesh Damani : tv today is a deep value stock..it still has to prove that it has a good business model..but as hindi news leader it is cheap
karanh : Gd day sir: With Evian being eyed by Japs for USD 5 bn plus what do u feel aboutlong term growth of Himalayan?
Ramesh Damani : evian is a powerhouse...everest is a baby...it will take many many years to reach and become a global brand
RAMA482 : Sir, what is your views for Mahindra Uzine for long terms
Ramesh Damani : looks good and cheap
TheMatador : Sir, are you still bullish on TATA Motors fundamentally or just from trading perspective.
Ramesh Damani : more from trading
anee1122 : Respected Sir, Your views on Coal India. Is it a hold for small investors like me?
Ramesh Damani : i trade in it..but it looks good for a hold
cameri : PERFECT TIME TO HAVE U SIR.....IS IT A BUYING OPPORTUNITY....HAS ANYTHING CHANGED FUNDAMENTALY....LOW IIP NOS....NO RECOVERY IN US UNEMPLOYMENT....EUROPE DEBT PROBLEMS CONTINUE....CHINAS INVENTORY ON A HIGH...UR TAKE SIR??
Ramesh Damani : markets always test us..it seems like another test in the bull market..we may remain sluggish till mid dec and fii`s book profits..buying may resume in the last few weeks of the year
krishnarajkini : Sir, With most predicting the Crude Oil to be at $120 in next 6months, which is your best bet among Indian Stocks. Is ONGC only option. Please reply.
Ramesh Damani : oil india would be another ...but i am not predicting oil at $130...that would be a disaster for the economy and airlines
sudhakajaria : Good Afternoon Sir. Welcome and Thanx again for ending our week long wait. THANKS A LOT FOR COMING ON A THURSDAY, WE THANK U FROM THE BOTTOM OF OUR HEART. Sir, seeing the screen the last two days, we were actually very very fearful. It reminded us OF 2007 markets. TODAY, SIR, WE PLEAD YOU TO SHARE WITH US LIKE ALWAYS, DO U SEE THE MARKETS IN A DOWNTREND NOW? OR DO U SEE IT CONSOLIDATING AND TRADING IN THIS TIGHT RANGE OF 19600-20000?? SIR, PLEASE DO GUIDE US WELL. ARE MARKETS REALLY VERY HEALTHY AND BULLISH UNDERTONE STILL after this Coal India IPO and FII Inflows. If FII do take back THEIR FLOW, our markets will be out of shape. What does your insight see at CMP??
Ramesh Damani : technically the market may have made a double top at 21000....this may suggest a testing of the bottom end of the range..also breadth in cash has detiorated...but in the new year..with new cash market may recover
shishirkapadia : Sir, Hitachi come down significantly, do you believe it will make sense to hold it with the view of delisting candidate in near future. thanks
Ramesh Damani : yes i think we should hold it
aakashagra : Sir, as this is a more sustainable, more durable 20,000 on the Sensex than it was previously, what we chatters want to ask you today is, ARE markets now in consolidation mode without testing the old highs, as today we saw the lows of 19620? What does your insight see now?? At CMP, are markets in more downward trend or in this tight range of 19600-20000 or do u see them testing the old highs First FROM HEREON?? Kindly do share your most trusted views with us. How we madly wait for you to give your valuable time to us, every week. God will always BLESS YOU and your family. You are actually doing a GREAT GREAT job, by showering your kindness to us all, ALWAYS.
Ramesh Damani : thanks..as i have said..market may have made a double top......
ad_money : SIR I want to Invest in African stock exchange..can kindly guide regarding the same Sir Your View on 1- Koutons ....can this be takeover target or is it going Subhiksha way?? 2- Rei Agro 3- Pochi Raju Book value 0.5 P/E- 3.4 EPS- 6.28 This company is in floriculture Business and also trying to establish in Pharma sector Can we invest in this company for Longterm 4-GMR Infra..
Ramesh Damani : i cant give individual portfolio advice..regarding africa it is better to ask local players
bvittal : Dear Ramesh: What in your opinion is a good entry price for Titan and CMC? I have a five year perspective? Thanks in advance
Ramesh Damani : they have been great stocks over the last five years but are now well recognised..i would try to find new and better replacements
pm_sandesh : Sir, What is the Basis factor of Market Fluctuation?
Ramesh Damani : demand and supply..fear and greed
doshidixit : 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 will benefit the stock and is it advisable to buy more shares of Duncan? Would really appreciate your views on this."
Ramesh Damani : thanks..but it is not a stock i follow..sorry
sudz_123 : Sir, as the undertone of the market, the sheer undertone of the market is rock solid, and the market has breached the Sensex level of 20000, so at what levels do you see solidity of the markets this time?? The market this time is not going to make the same mistake twice and there is just no euphoria like 2007, so do express your most trusted views of, what does your insight see NOW?? Is the market in correction mode NOW? If yes, where do you see strong support of Sensex? If you could kindly share with us, our mind will not be fearful like 2007.
Ramesh Damani : timing the market is fraught with danger...buy good co`s at cheap prices and hold them
bangathia : Dear Ramesh ji your fellower from rediff days should I enter in delta corp at this price for a long term about 5 years
Ramesh Damani : my sense is you will get a better buying opportunity than at current prices
pm_sandesh : Why expert are giving tips on specific stocks? It simply company earn and distribute dividends that sit only why expert and stock broker are giving tip and make full to public.
Ramesh Damani : it is a free country and we should encourage debate...honest men could disagree..but would encourage you to follow your own convictions
asmiti : Sir, Thanks for all your co-operation to small investors. Your views on KFA please with a 3-5 years perspective. Can it be a multibagger
Ramesh Damani : aairlines are turning around..and kfa has a good restructuring plan...hopefully it will head higher
shishirkapadia : Good afternoon sir, i have the basket of hitachi,godrej ind, tci, tv today, mahendra ugine, d link, merk. Still to hold it or as per your kind opinion needs to change some of the scripts.
Ramesh Damani : broadly i am bullish on all these scripts
najarajarb : Sir, As TV today is slipping, is it the time to load the truck with TV today stock?
Ramesh Damani : it gets cheaper you are right...we have to yet see a trigger for change..(read--profits)...
vishnukant_1 : Sir, the market was making fine case of discrimination and behaving in a very mature fashion, but since it has breached the levels of 20000 Sensex, what do you see now? Do u see markets in a Downward Trend from hereon, or do u see now moving in this Tight Range? Or do u see a strong technical rally coming from hereon? If you do see in a downward trend, KINDLY SHARE YOUR MOST TRUSTED VIEW WITH US. THANKS
Ramesh Damani : a double top 3 years apart deserves a pause..my sense is that we may tread water for a few weeks till late decemeber
aakashagra : Dear Sir, you have been watching PDUMPJEEPULP, since a long time now. Could you tell us if it can now be our core holding also. Kindly guide us on this stock. Any view on short term as well, Sir? Do u see a breakout in this stock? Long since it was at Rs. 25. Now, it is trading above it. Any view as for now, Sir? Do guide us. Thanks. Please Sir. Thanks.
Ramesh Damani : it is cheap but does not have the characteistics of a core holding..yet...at some point when earnings start rolling in from real estate next year we should see buoyancy
snsdhar : Which is a better bet - UB Holding or Mcdowell Holding ??
Ramesh Damani : both are at signioficant discount though ub Holding is the senior partner the ultimate holding co of Mr Mallya
krishnarajkini : Sir, Will you go LONG on few OIL Producing companies in the middle east such as Saudi Arabia, UAE etc. With Dollar weakening, Crude is bound to scale new highs. Please reflect upon this.
Ramesh Damani : yes but oil demand will weaken if economies in the west do not take off
raut_1234 : Dear can u explain me why the FIIs and DIIs are always going in opposite directions?
Ramesh Damani : maarkets work on difference of opinions
shoonya : Two unrelated questions sir. One, your views on Fortis Healthcare, two, your view on areas like Alibag. Really value your answer and insight.
Ramesh Damani : fortis is too early to judge it is not cheap..but they have a good model...Alibaug seems likely to boom as a playground for mumbaites....property should do well there
pranjal1 : sir between KFA and SJ which one has an upper hand
Ramesh Damani : spice jet is safer because of low debt..
gautys : sir please advise on reliance power after the two events 1. order placed to GE and one chinese company.2.post it receiving 25000 cr from us exim bank... what should be the individual stand. hold or exit.
Ramesh Damani : i am not sure i undertand the groups straategy at this point...
tejas bhatt : Sir apart from TV Today would you advise entering into Sun TV or Balaji at CMP?
Ramesh Damani : they are at different stages of evolution....on a risk reward ratio TV today seems the best..(low risk..good reward.) the missing component is time u have to be patient..