Multibaggers Ideas

Discussion in 'Stock Picks Of Wizards' started by vinmech, Oct 28, 2016.

  1. KK Shah

    KK Shah Member

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    Result Update - Ceejay Finance

    Excellent Numbers released by CFL YoY. June has always been weak quarter. But CFL buck the trend by posting higher revenue and profit.

    Revenue up 35%
    Net Profit up 65%

    For FY 18 CFL can post Net Profit of 6 to 6.5 Cr giving EPS of 17 to 18 per Share.
     
  2. Hem T

    Hem T New Member

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    Why do you say buy these stocks? They are under bankruptcy code and proceedings are on. wont we loose money if assets are auctioned to pay lenders?
     
  3. vinmech

    vinmech Active Member

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    Insolvency doesn't means bankruptcy always . Because of huge debt only these companies are available at throw away prices . Amtek and Monnet both are having quality assets for which will lure buyers . This story will slowly umwing in 4-6months.
     
  4. vinmech

    vinmech Active Member

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    Upper Circuit started ......
     
  5. Shailendra72

    Shailendra72 Member

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    Hi vinmech,
    U have been great ......any new idea for short term?
     
  6. vinmech

    vinmech Active Member

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    Short term means 3 months .
    1. Torrent Power
    2. IMFA
    But don't buy immediately . Market is heated up and give a good chance to enter at lower levels.
     
  7. Shailendra72

    Shailendra72 Member

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    Thanks sir....What about RAMA STEEL and Loyed electrical and engg...both I am holding...
     
  8. vinmech

    vinmech Active Member

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    Both r good stocks . Specially Lloyd electrical is one of the cheapest among consumer durable stocks . But the problem there is management is not transparent . After giving Rs20 special dividend from Havells deal , they r not disclosing abt the remaining 1200Cr. . Whether it is being used for debt reduction or capex nobody knows. Even there is no mention of that money in recent Q1 results . Wait , AGM is scheduled on 26th Sept .
     
  9. Shailendra72

    Shailendra72 Member

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    Great Sir...thanks a lot....
     
  10. vinmech

    vinmech Active Member

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    My Portfolio with stocks i will add on every 5% decline from CMP :
    1. Tata Motors
    2. Edelweis
    3. Torrent Power
    4. Cochin Shipyard
    5. Man Infra
    6. JSPL
    7. GVK Power
    8. Amtek Auto
    9. Monnet Ispat
     
    BKJ likes this.
  11. BKJ

    BKJ New Member

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    Please enlighten us how did you select these and what kind of returns you are expecting
     
  12. vinmech

    vinmech Active Member

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    IMFA almost 20% up in 3 days
     
  13. Shailendra72

    Shailendra72 Member

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    Great sirji...let us know if any new one for short term
     
  14. vinmech

    vinmech Active Member

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    FCEL can touch 50
     
  15. Shailendra72

    Shailendra72 Member

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  16. Shailendra72

    Shailendra72 Member

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    FCEL...is that FUTURE CONSUMER LIMITED?
     
  17. vinmech

    vinmech Active Member

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    Yes quoting at 46. Also keep eye on Prakash Industries . Available at attractive valuation .
     
  18. Shailendra72

    Shailendra72 Member

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  19. pksbravo

    pksbravo New Member

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    Great analysis upon PRAKASH IND. I just missed it:(
     
  20. Shailendra72

    Shailendra72 Member

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    Vinmech sir from today onwards I will call u Guru ..get sirji...waiting for the next one..
     
    RAJE likes this.
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