ValuePickr Forum

Portfolio suggestions requ

(mohammadarshad27) #1

Hey guys

I have selected following stocks for building a portfolio for long term. Please provide your valuable suggestions

  1. HDFC Life Insurance
    Rationale:- Under penetrated. Though its richly valued, I will wait to enter at correct price
  2. HDFC AMC
    Rationale:- Under penetrated. Though its richly valued, I will wait to enter at correct price
  3. IDFC First Bank
    Rationale:- New Bank. All the NPA is provided for. Past track record of V Vaidhyanathan
  4. CDSL
    Duopoly market. Can be long term compounder.
  5. IEX
    Superb return ratios. Near Monopoly Business. Though I am little worried on big investor moving out.
  6. NALCO
    High dividend yield as of now. Entry into lithium ion batteries.
  7. GMR INFRA
    Betting on airport business demerger
  8. Thyrocare Tech/Dr lal path labs
    Scalable Business. Can be a winner , if some structural changes happens.
  9. S H kelkar
    FMCG proxy play. Good correction have happened from all time high.
  10. IGL
    Migration towards Gas based transportation
  11. L&T technology services/Tata Elxsi
    Presence in emerging areas of technology
  12. Amber enterprises
    Under penetration of AC market in india. Scalable Business. have corrected from Highs

Regards