JOEGRANVILLE : RAMESH, DONOT U THINK IT IS A NEXT LOGICAL STEP FOR A PERSON LIKE U WITH A GREAT STOCK PICKING/BUSINESS ACMEN, TO INVEST GLOBALLY???MAY BE MOVE TO HK OR SG AND HAVE A WORLD UR PLAY GROUND????THANKS
Ramesh S Damani : That would be nice of course, but I am having a great time in India.
deepinsight : Hinduja TMT - nominal growth with "hidden value" - When will thisbe realized? Waiting for a trigger..Your views?
Ramesh S Damani : It should happen with HUTCH IPO.
scrippy : Respected Sir,What are your views on Crompton Grieves? With the current dismal power scenerio does not the demand for its product look good? Is it good to accumulate at these prices?
Ramesh S Damani : Script has had a good move. I don't follow it closely so no view at this time.
deepinsight : macmillan - is it a buy hold or a sell at this juncture?
Ramesh S Damani : Results were poor for Q1. The company is on the right path but not moving fast.
scrippy : Respected Sir, With the constant Government interest to revive ITI do you think it offers a good buying scope at current levels?
Ramesh S Damani : I would look at it closely, it has a large labour force otherwise it could turn around.
BRIJESH : RAMESH BHAIYA,PL GIVE YOUR OPINION FOR INVESTING IN CAROL INFO AT CURRENT PRICE.
Ramesh S Damani : Good for patient investor.
kunal : sir please give me view on hfcl,pentamedia
Ramesh S Damani : Avoidable
WARRIER : CAN BANK OF PUNJAB TURN TO BE A MULTIBAGGER IF ACQUIRED BY A WESTERN BANK?
Ramesh S Damani : Yes, it could.
coolrks : Hello Sir, rajesh this side, i won't be able tojoin in chat, so early message. With due respect to all analyst,they are predicting that MID CAP script are well appreciated , so major correction will be there in scripts , we all boarder require your view point. Last time you mentioned the small tech stocks basket, is it for long term or short term. What is your view about earlier recommended script UB Holding, McDowell ,Gail, Nucleus Soft. So sir please reply it will be helpful for everyone and give clear idea for now sit on cash or invest
Ramesh S Damani : Hello everyone thanks for joining. Lets start. I remain optimistic on the market. I am broadly continuing to hold the scripts I have discussed.
TATA : SIR PLS GIVE YOUR VIEW ON TATA TEA
Ramesh S Damani : Bullish.
sanujkadavil : sirhow is looking godrej runup.looks like rock solid like rahul dravid. any news on demerge or something. hope you got my notes on godrej industries
Ramesh S Damani : It has had a great move. No news to account for it. I keep hearing rumours of a move into retail.You called it correctly recently. Congrats.
JainV : Sir: China Yuan REVALUE: Good for coal and steel? TISCO and GUJ NRE should benefit?
Ramesh S Damani : They should. Coal is booming.
WARRIER : YOU ARE THE ONLY ANALYST WHO GIVES ADVICE AT THE RIGHT LEVELS LEAVING SOMETHING ON THE TABLE FOR US,A MILLION THANKS TO YOU SIR
Ramesh S Damani : Thanks for the kind words.
Neewbieatstock : sir what are your views on agro tech food, the company is divesting stake in advanta to unlock value, do you think the scrip warrants a buy ?
Ramesh S Damani : Keep an eye on the stock. It is for patient investors.
deepinsight : You see many companies going for raising FCCB while good from the perspective of raising cheap capital its seem to dilute the common shareholders! Do you have an opinion on this?
Ramesh S Damani : Some do need capital. Others are getting greedy.
minaliamin : good afternoon... any sectors where you would want to reduce or increase your exposure becoz of recent price changes? tho i know u might be more of a bottom up stock picker
Ramesh S Damani : Logistics.
ferozahmed : Dear Sir, do u think companies like zicom security, will benefit in the coming 3-5 years as security requirements are increasing with growwth of the country in various sectors
Ramesh S Damani : Your logic is correct.
deepinsight : Are we in "irrational exuberance" phase of the market?With the speculative fever in small and mid caps- do you see value out there?
Ramesh S Damani : I think we have a way to go.
Keshav : Sir pl give your valued opinion on Linc Pens at current levels
Ramesh S Damani : Good run up, good company but with poor margins.
deepinsight : Nucleus Software: Know that you like it - but is good company already trading at 22 times earnings. What are key competitive advantages?
Ramesh S Damani : Well run company. That should be growing well. Look at
FT articleon Nucleus dated May 11, I think.
ritesh : Sir What shoud one do with limited money. You give so many ideas.. Whether to diversify in all those stocks or have concentrated bets(This too is your theory). If Concentrated bets than what should be stoks currently??
Ramesh S Damani : That you have to decide. Correct strategy is to concentrate. Do your homework, before concentrating.
Neewbieatstock : sir SEBI has bared UBS from rolling over its securities due to black monday last year,dont you think this would be very negative for FII's to invest further ? or maybe we dont know the details yet.
Ramesh S Damani : It is a short term negative.
deepinsight : Cranes Software:One of the more unique product companies, good management, good acquisition experience. Do you think this company has good prospects?
Ramesh S Damani : Look at the cashflow. Dividend payout is also very poor.
susmitasarkar : goodevening sir, aegis logestics touched 96 & now its back to 84.I`m holding 1000 @34.will it be wise ti exit at this point ,or do you think it will go up further.
Ramesh S Damani : I think it is an interesting company so hold on.
deepinsight : Nagarjuna Construction:Amazing ride on the infrastructure boom. Low margin business. However order book more than 3 times this years numbers? Still worth holding or buying?
Ramesh S Damani : I am still holding on but the ride has been dizzying.
HDC : Hi Ramesh... IFB Industries.... Promoter holding is going up....their products are doing decent.... In one of the annual report they told that they are not spending money on advertisements as they are in red...once they are in good financial state they will start doing it....oflate they are spending money on advertisements...2 yrs back the restructuring started
Ramesh S Damani : Yes, keep an eye on it.
dedhhosiyar : sir,recently SURYA ROSHNI moved with HUGE volumes..what do you feel of this stock at these levels... any targets.????
Ramesh S Damani : The company is linked to the construction industry so should do well. However no great earnings have come.
sanujkadavll : sirwe are watching your programme in ndtv with abhay and andrew .looks your bullish word continuing
Ramesh S Damani : Pretty much.
baracuda : whats your opinion on kales results would yu still continue to hold
Ramesh S Damani : Yes. I
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