WATERBASE

I am buying waterbase.

PTL enterprise

A demerger opportunity which can lead to potential unlocking the value of the company. Investors with enough patience is likely to be rewarded.

Disc. Invested.

Shivalik Rasayan

Agriculture sector is likely to outperform in coming two quarters with the expectation of good monsoon. It is important for investors to use such opportunity to make it favorable to shape the portfolio.

Today we are looking into one such company which is likely to be beneficiary of good monsoon. Company is continuously showing improving performance on the back of raw material price decreasing and growth in margin. Other positive factors are company is having high promoter holding with very low debt.

One more thing to notice is the company also holds controlling stake in medicamen biotech ltd which is also improving its fundamentals.

We believe company can perform consistently well in coming quarters. Hence, we advise investors to look into the stock.

Transport Corporation of India & Bharat Rasayan

Transport Corporation of India provides unique opportunity where demerger will potentially unlock value. Expecting demerger to complete in next 6-8 months. Hence, investor with enough patience can enter into the stock.

(Disc. Invested)

Bharat Rasayan - http://news.agropages.com/News/NewsDetail---17003.htm talks about experience and pedigree of promoters. Since monsoon will likely to benefit agri stocks, Bharat Rasayan can be fruitful investment for medium to longer term. Hence, we advise our investors to enter in this stock.

(Disc. Invested)

ISGEC - Repeat

ISGEC was initially recommended last year in July, from there on company has shown significant top line and bottom line growth in every quarter. The best part of the company is timely execution of orders and excellent promoters pedigree. Besides having strong experience in manufacturing heavy engineering products, company also collaborate with market leaders through joint venture.

The additional reason for investors should be positive about the company is because this quarter we have seen many sugar manufacturing companies has posted stellar quarterly results. Since, ISGEC also have sugar manufacturing subsidiary, we believe, sugar segment will help in bottom line to grow significantly.

We believe this is one of those unique opportunities where investors do not want to play only on highly commodity based business, yet they want to participate in rally on upward commodity cycle.
We advise investors to accumulate the stock between 4500-4850.

(Disc. Invested, recently added more).

Take Solutions - Repeat

We have seen consultancy based IT firms tends to rise faster as they quickly get orders, execute it and shows profit and growth in their balance sheets but as industry gets saturated, eventually major clients moves to most beneficiary options. Hence, it is always better to look for a product based IT company which though takes time established long term market for themselves.

Recently such a company, Take solutions has achieved a milestone by signing deal with 100th client for its product named 'pharmaREADY'. Considering one time effect of Chennai flood and order execution delayed will be taken care of in previous and coming quarters result, we believe company will be on right track from next quarter on wards.

Here's a company with significant growth, diversified business solutions and a unique product solution; which may proved to be a major factor of growth in future, available at a discounted price due to unavoidable circumstances. We advise long term investors to accumulate stock.

Disc. Invested.

Gokaldas Exports - Repeat

Gokaldas exports has been recommended earlier around 73. Recently, company has seen some buying interest and stock has swiftly move from 60 levels to 75. Since, virtual promotor blackstone is taking increasing interest in turning around the company performance, we believe steady quarterly improving fundamentals can lead to re-rate of  this stock.

As investors should not believe in magic to happen in 10-15 days, we advise investors to keep a watch on the counter and buy at the right time.

KATWA UDYOG

Some stocks give opportunity to invest in business by providing clear and visible growth through expansion and utilizing their maximum capacity. We have seen previously, Deccan cement is such a company, which was recommended around 508 and it has shown 40% upwards price justification with in span of six months.

The similar visibility can be seen in Keshav cement, as known as Katwa Udyog.  Investors who wants to make an early entry and hold the stock for next 12-18 months, for them we advise to add a small tracking entry in this counter.

(Disc. Holding small tracking entry. May take further decision based on company outlook and future prospects of growth.)

Mindteck India

Considering best future opportunities and build business around it can lead to a future multibagger stories. As 2-3 years before cloud computing technology was in infant stage and we have seen companies like 8k miles have hugely benefited after market has understood the opportunity.

As, Internet of things could be next trigger in upcoming 2-3 years, Mindteck may have taken right step in growing with opportunity by  joining Intel@Internet of Things Solutions Alliance.

We advise investors to keep a close watch and may take initial position based on their risk taking strategy.

Disc. Closely tracking, may consider buying position with further analysis.

Ratnamani Metals & Tubes Ltd. - Repeat

With Steel sector bottoming out and oil and gas price recovery, Ratnamani metals is likely to improve performance in coming quarters. Investors with more than 1 year time horizon can look into the stock.

Nahar Spinning Mills Ltd.

BSE code - 500296

Trading at very low P/E. Hence good margin of safety available. Investors can do further research before investing.

Disc. Invested

Multibaggers

Recently Pioneer embroideries and Kellton tech become 5 beggars and 10 beggars respectively. we congratulate all the investors who enjoyed ride with us in this beautiful journey.

COSYN LIMITED (CSS TECHNERGY LIMITED)

with government pushing e-governance reforms, aadhar enrollment and other e-governance projects can be a massive opportunity for company like Cosyn limited. However, sometimes payments gets delayed which can be a setback for such companies. Considering small cap company and lot of dependency on such projects, investors are advised to take limited exposure in this counter.

Disc. Invested

Duke offshore

Sometimes good business are available at lower valuation due to negative market factors. Long term investors should use this opportunities to add promising business.

(Disc. Invested)

Country Club Hospitality & Holidays

A growing competitor of Mahindra Holidays is available at comfortable price, investors can look into the stock for long term.

(Disc. Invested)

Take Solutions

Sometimes temporary hiccups are best opportunity for long term investors. Investors should utilize such opportunities.

(Disc. Invested)

ASSOCIATED ALCOHOL & BREWERIES LTD

We are positive on the stock at CMP 122.

Disclosure Invested.

Zenith Fibres

Stock worth looking into at CMP.

(disc. - Invested)

Repeat calls

If your research tells that, underlying business is strong enough then average out those stocks as trader's worry will give investor the best opportunity for investments.

A note

Recently, couple of stocks which we recommended have come down significantly. Stocks like Gokaldas and Raunaq even loose  20-25% from recommended price. We feel sorry for those investors, who have invested at higher price due to our positive coverage on the stocks, however investors who have long term view to remain invested in the market should utilize such opportunities to accumulate their convincing stocks in SIP mode on every significant decline.

Feel free to ask questions.