mukesh : Sure. Is the market targteting at 6000 or its a bull trap
Ramesh S Damani : Market remains bullish and in a bull market prices head higher.Hello, everyone thanks for joininglets start
andy : how much is today's godrej news worth? is this what we were waiting for?
Ramesh S Damani : It is good news. The co remains below its NAV.I own it
pinky : Damani sahab. What is ur advise about Varun shipping bought at Rs. 20 & SCI at 100.
Ramesh S Damani : My sense is shipping will slow down in 2005.
andy : oil price is a BIG concern - but will pharma or software be impacted - vs Say Swaraj or Godrej Ind?
Ramesh S Damani : It is a cause of worry. Impact is clearly on global GDP.
mukesh : market may see a correction but I do not think It will be a huge one. The market looks to be tired currently since it will be long vacation fro dipawali and ramzan
Ramesh S Damani : Market tends to surprise on the upside.
jksree : Hi Ramesh, I have bought Vijayabank at 56, do you think its work holding it for short to meduim term?
Ramesh S Damani : I don't much like PSU banks.
JOEGRANVILLE : ramesh, whatz ur take on morgan stanley???
Ramesh S Damani : Looks okay to me.
vbk : Dear Damaniji, What is yr call on Chambal Fert. & Agro dutch. Pls advise. Also, I could not enter godrej Ind. earlier. Is it still worth now entering. Rgds,
Ramesh S Damani : No view on the above 2. I don't like to comemnt every day on price movements. Investors must do own homework.
Sharad : Thanks a lot Mr. Damaniji for not missing any of the tuesday, during the qtrly result period.....
Ramesh S Damani : Sure thing. Thanks
sewa : Sir most of the liquor stocks have run up considerably. Do u still see value in them?
Ramesh S Damani : Yes
shraddhatilloo : Hello Mr Damani, I have two questions for you.One what is your views about picking stocks of SKF Bearings and Finolex at current price, & will it yield good in near future?Two, can you suggest one or two good Pharma & Auto Ancilliary stocks, which you have in your porfolio, or would suggest.
Ramesh S Damani : I can't predict what you will make. I did buy SKF earlier. No news on Finolex.
jksree : Sir, whats your view on Thomas Cook, I have bought it at 480?
Ramesh S Damani : It is a good investment.
Michelle : Will Colgate come out of long term down trend, this time?
Ramesh S Damani : It seems to be snapping out of it.
JOEGRANVILLE : ramesh, can u suggest wht r u reading currently?i throughly liked a piece of action and cablecowboy u suggested me earlier??i like those big picture specific to particular industry books???thanks
Ramesh S Damani : Try Broken Music by Stin. I just started it.Or First a Dream- Jim Clayton.
mukesh : what is your call on Tisco and Gujarat Ambuja
Ramesh S Damani : Otimistic. I own it.
subodh : I am heavily invested in Tilaknagar, Khoday, jagatjit, GM Brw and Mount Shivalik apart from UB group. You never tracked these stocks, do u now ? Of course I am sure of my picks but would be better if u also like them ...
Ramesh S Damani : Khoday is an intersting co. They have moved agressively into BPO. However they may take the co private.
shraddhatilloo : you didnt answer my second questions:can you suggest one or two good Pharma & Auto Ancilliary stocks, which you have in your porfolio ?
Ramesh S Damani : I don't like to discuss my personal portolio. Any new ideas I share here if they make sense.
sewa : Sir, India has a large border. Does that make nelco who has license for unattended ground sensors, a good investment story.
Ramesh S Damani : Yes and Advance micro devices. However orders have not come through.
ahmedabadguy : Damaniji have you got any information on Gati's right issue? boardmeeting was on 6th. but bse site mentions only esop allotment on that day...
Ramesh S Damani : No.
Sharad : Sir, any good value stocks from Group-A which look a good Bonus and split candidate????
Ramesh S Damani : That is imposssible to predict but 2 good A group stocks areTata Tea and VSNL.
HiRSD : Balaji Telefilms - No news on dividend. I bought at 95. Can I hold?
Ramesh S Damani : yes
mukesh : what is your opionion. Shall I buy Orissa sponge IRON @ 45
Ramesh S Damani : no view
ahmedabadguy : Damaniji wishing you very happy Diwali and very prosperous newyear to you adn your family and to all the readers here.....
Ramesh S Damani : Thanks and the same to all of you.Good health and financial freedom.
subodh : What abt Jagatjit and the only country liquor making listed co from Thane, GM Breweries. With McDowell trying to enter the country liquor market, things could hot up ...
Ramesh S Damani : It could
probal : what is your outlook on the marken particularly the software stocks when doller is falling. Thanks
Ramesh S Damani : I would be careful. In fact I booked profit in TCS.
kishore : Hello sir. Do you still hold your views on SKF Bearings and Tata Elxsi, or have you started exiting from them?
Ramesh S Damani : I trade in SKF but Elixsi I retain as a core position.
subodh : U like Micro Inks ... But at current prices, I am more bullish on DIC India, formerly Coates. May be because I have a liking for illiquid stocks - another is Ciba Sp which is having terrific run ...
Ramesh S Damani : That is fine with me. Illliquid stocks have more value thanliquid stocks as a rule
DXBNRI : Hi damani, Hind Saint and declared bonus 2 for 3 shares, what your view on this company
Ramesh S Damani : mMy sense is that they are doing well.
probal : does it makes sence to hold on infosys , TCS, now. whare are they heading now in your sense. Thanks.
Ramesh S Damani : Be careul on Rs/$. Otherwise itseems okay.
sree : sir post 2005 qouta regime will be a good bet or bubble to busrst
Ramesh S Damani : Good bet
ahmedabadguy : Damaniji in defence field astra micro seems to be promising one. It is very illlequid but got nse listing also..your views on the company please.....
Ramesh S Damani : Good co - doing well
vikas1 : Any news why logix has sdtarted falling. Has q2 result out and not good making it fall. please advise
Ramesh S Damani : No news. Results were on track.
probal : Sir if u dont mind cani ask u a question? What do u mean by : u have booked profit in TCS. DID u sold entirely your holdings or only the trading bets. I am sorry if i an asking too much personal question. Thanks
Ramesh S Damani : It was a trading position which I exited.
vikas1 : CREST : Did u like q2 nos. looks like co. is heading for good times for performance and price movement point of view. would u stick to your original plan of good 10-bagger andd give sufficient time and review q by q
Ramesh S Damani : 10 bagger is dificult to say however they have a skill set.
baracuda : have alook at shanthi gears,it makes gears for the textile machinary sector and is now also making gears for windmills should post a net of more than 16 crs on an eqof 7.8
Ramesh S Damani : I will Thanks.
vikas1 : VSNL : Latest acquisition , how important ids that for co. . Is it a buy
Ramesh S Damani : It is a great accquisition. They also are i in Voip and broadband.this co has a good future suddenly.
subodh : Sudarshan Chemicals has entered into a pact with Dai Nippon, Japan. But they are in Z category, I am still bullish, what do you think ?
Ramesh S Damani : Was that announced in the press
vikas1 : TATA ELXSI : Just wondering why Elxsi has become your core holding . Is it because Animation is huge untapped story and Elxsi revenue from Animation will grow manifold from current 10%
Ramesh S Damani : Basically
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