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PKB2000
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Quote PKB2000 Replybullet Posted: 24/Aug/2006 at 1:32pm

Dear Mr. Basant / Forum

Today morning I was passionate for TATA TEA and trying of searching some money.

Looking at my portfolio of ICICI online I found Asian electronics and JK cement were in decent profit of 15%. I ordered offline to sell

Returning to office I found ordered was executed and I put the buy order of TATA TEA. Managed to purchase 40 pieces @ 844

Have I made any mistake?

I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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sun_1313
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Quote sun_1313 Replybullet Posted: 24/Aug/2006 at 3:17pm
manishji, looking forward to see your view on triveni glass as it stands today.
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omshivaya
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Quote omshivaya Replybullet Posted: 07/Sep/2006 at 1:34pm
How is VIP Ind. for a turnaround case? It has not been doing THAT well over the last 10 years. Now, its merger with BlowPlast and travel boom, VIP industries looks good.
 
Any important info. or views anyone has on VIP, from investing point of view?
 
Thanks pals.
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Quote investor Replybullet Posted: 07/Sep/2006 at 3:35pm
reema,
Of the 3, he has already said that Mangalam Timber was a mistake, and he
has exited out, and advised all people to do the same. This was at Rs. 40 levels, it is now down to Rs. 17-19 levels.

Mount everest he has been recomending since a long time, and finally something is buzzing about it. Tata Gruop has picked up a stake, etc etc.

HOCL is basically a turaround candidate, with the Govt pumping in 350 cr
for revival, but its still a speculative bet according to Damani.

Originally posted by reema

Ramesh Damani recommends 3 shares HOCL, Mount Everest Mineral Water and Mangallam Timber as turn around companies. WHile all 3 are down 50% from the time of being recommended Damani feels all these shares can go up by 5 times over the next 2 -3 years.
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Quote investor Replybullet Posted: 07/Sep/2006 at 3:45pm
VIP/BLOWPLAST is another story that seems to have very good potential.
Look at the market cap of the merged enity, and its sales. It will be the second largest luggage company in the world, after samsomite. And with tourism expected to boom in south asia over next 3-5 years, they could see
good profits. But again, its too early, and right now just takea  cautious approach.

Originally posted by omshivaya

How is VIP Ind. for a turnaround case? It has not been doing THAT well over the last 10 years. Now, its merger with BlowPlast and travel boom, VIP industries looks good.
 
Any important info. or views anyone has on VIP, from investing point of view?
 
Thanks pals.
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monu_duggad
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Quote monu_duggad Replybullet Posted: 07/Sep/2006 at 3:52pm

pkb2000....i guess you got in at a bit higher price @ tata tea...but looking at the venegeance with which tata group is striking deals in energy drinks space...it should do well...

also..if it helps you....icicisecurities has recommended buying tata tea september futures 2-3 days back...

If you think you can,You Can
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omshivaya
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Quote omshivaya Replybullet Posted: 07/Sep/2006 at 4:19pm

Originally posted by investor

VIP/BLOWPLAST is another story that seems to have very good potential.
Look at the market cap of the merged enity, and its sales. It will be the second largest luggage company in the world, after samsomite. And with tourism expected to boom in south asia over next 3-5 years, they could see
good profits. But again, its too early, and right now just takea  cautious approach.

Originally posted by omshivaya

How is VIP Ind. for a turnaround case? It has not been doing THAT well over the last 10 years. Now, its merger with BlowPlast and travel boom, VIP industries looks good.

 
Any important info. or views anyone has on VIP, from investing point of view?
 
Thanks pals.

 
Thanks a bunch! Do keep posting when any fresh updates come on VIP!
 
My ultimate motive always is to keep getting latest and other people's viewpoints on the stocks that I have invested in or am about to invest in!  This helps me realize when my value pick has become a growth pick!
 
 


Edited by omshivaya - 07/Sep/2006 at 4:22pm
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manishdave
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Quote manishdave Replybullet Posted: 09/Sep/2006 at 2:48am
SUN_1313,
I have no view on Triveni right now. Glass industry is very interesting to watch but Saing-Gobin plant went into production in begining of this year. So demand supply equation changed. Growth is big but another galss line of Asahi is going into production early next year. So you will have to watch that. You can also check price with local glass dealer on regular basis and get some clue on price. Unfortunately I can not do that but that is the best way.
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