joegranville : Ramesh, do u think UB Beer is getting dangerously high as p/e is now 300, but marketcap/sales ratio is still less than 1? Does latter make it still a good bet?
Ramesh S Damani : Hello everyone! Thanks for joining. Lets start. UB Beer should be valued at how beer cos are valued in China and elsewhere. This co is going to turnaround and it remains cheap on that basis. i own it
we : sir can we buy nagarjuna construction at current rates looking at the constrution boom
Ramesh S Damani : Not at these rates.
pradeepshah : Hi Ramesh. I respect your views and am quite eager to know what do you feel about the Ambani issue? Will the brothers bury the hatchet? Or will they wash dirty linen in public? And why have the markets reacted so gravely to the Reliance controversy?
Ramesh S Damani : It does create long-term problems. Who will the exec be loyal to. It is too early to tell.
pradeepshah : Sorry to bother you again on the Ambani issue, but I did not understand this: 'Who will the exec be loyal too.'
Ramesh S Damani : the senior executives, they will be loyal to which brother is the question.
selva : Ramesh sir, Can I buy godrej Indus at this level?
Ramesh S Damani : It does look cheap to me. i own it
we : sir can we buy geojit at current levels?
Ramesh S Damani : yes, it seems cheap and well managed
selva : sir, Opto Circuit performance. Kindly tell me
Ramesh S Damani : next year is the critical year for opto
we : sir are there chances of mcdowell running like UB or is it a 5-bagger
Ramesh S Damani : they should move in tandem
pawan : sir will SBI cross 600 in december ? any target for it ?
Ramesh S Damani : it should over time. I don't know if it will be December
tony : Are Swaraj Engine and Sundaram Finance still a good buy at these levels?
Ramesh S Damani : i would think so. they are attractive investments. i own it
warrentomorrow : Can we buy Thomas Cook at these levels from 1 yr perspective
Ramesh S Damani : they should be doing well
Sharad : Sir, Thanks for your views about VSNL. your views about market in next 3 months period?
Ramesh S Damani : i remain bullish
sureshbazi : sir your old favourite mukta arts is doing well now its recent movie Aitraaz is doing well and next movie kisna is ready to release next month. Subhash gai has started another 4 new projects, do u think this stock will do well. today it is closed at 70 and volume is heavy
Ramesh S Damani : i think it is a low risk investment. they should move up on product cycle in the next 6 months
selva : sir, what is the problem for opto circuit next year. Kindly tell me
Ramesh S Damani : no problem. Just scaling up with new products
baracuda : baracuda will be there at masterclass. hope to meet yu there and meet yu in the flesh a real dream come true!
Ramesh S Damani : that would be great. looking forward to seeing you
jksree : hello sir, thanks for your valuable advices bcos of which so many of us benefit. Sir, what do u feel about Hindalco? Do you think its highly priced to enter at these levels?
Ramesh S Damani : no view on hindalco at this time
we : sir can we buy crisil at current levels
Ramesh S Damani : yes, if you are a patient investor
tony : just one pick for 1 year and longer, what would the Damani pick be? I say the Damani pick cause all your picks have been multibaggers to say the least. Actually if all of us were to pay you even 10 percent of our profits , it would be millions. But a thanks is all we say.
Ramesh S Damani : i recently bought Balmer Lawrie around 140-150
warrentomorrow : How do you see Deccan Chronicle IPO. Should one apply?
Ramesh S Damani : i have not evaluated it yet
sree : sir nagarjuna fertilizer is buzzing and its on turnaround mode. ur call on this
Ramesh S Damani : fertiliser stocks are doing well
warrentomorrow : With markets soaring high, pls suggest any value picks for small investors like us.
Ramesh S Damani : balmer lawrie, and those with risk appetite i would sugest Tata TeleService Maharashtra. i own both
dxbnri : Sir have you tracking Gemini Communication, upper circuit from last two days, they are in to networking. any views with this company
Ramesh S Damani : no view
dominos : Good evening sir, Your view on these sahres please: Bayer Abs @109, Ccl Product @190, Amket Auto @185, Sci @174 & Genesys Int 24.45.Regards.
Ramesh S Damani : i dislike to comment on stock portfolios of others
sudipto : sir why balmer lawrie ? pl explain the strong points behind the pick
Ramesh S Damani : it is a PSU, strong value and cheap price, and business is doing well
Bookie : Ramesh-bhai, if the Indian cricket team were a stock, would you have invested in it?
Ramesh S Damani : Would have sold it short!
we : sir given a choice between geojit nagarjuna and crisil mcdowell, what can be bought at current rates, from a 1-year view
Ramesh S Damani : you have to learn to make choices. i have discussed the merits of the stocks at earlier times
moneybag : sir what are your views on pritish nandy. it seems stagnant at around seventy. with high promoters stake is it good long-term bet
Ramesh S Damani : it does
Dharmesh : Hello sir, Guj Amubuja Exports is undervalued stock, promoters are accumulating stocks for last six months (almost 10 lakhs shares have been bought from market, balance sheet is excellent, good book value, promoters are trying to keep low profile. Could you please share your expertise on the same. I had posted last week, hoping that you would reply. My cell no 9819037397. you could sms me if u can.
Ramesh S Damani : sorry, i dont follow it
sree : sir advance strategy on CNBC. does this really going to help and u r participating does this help small investor fee is high 15000 bucks
Ramesh S Damani : i think they try to do much, funda, technical, F&O. I would have preferred a pure fundamental class
VIKAS1 : NAVNEET PUBLICATION : U had shown your interest in the same and recently i read an article from one research house which has given Must buy for ones portfolio. What's so good about Navneet when we are holding Macmillan?
Ramesh S Damani : focus on domestic business, well run co
baracuda : will china revalue its yuan in that case doesn't india's textile sector be the single most beneficiary of the same
Ramesh S Damani : it helps
tony : Thanks in advance for the Damani tip, I assure you the volumes in Balmer tomorrow will be huge, not as huge as your heart , just to say we have tremendous respect for you who always takes out time for us and keeps giving us tips based on all your efforts.
Ramesh S Damani : remember these are investments for patient people
dominos : you
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