Top five picks - HitStocks!

[hitesh2710]

@hemant

Thanks for the picks hitesh. If one asked you to choose one out of 1,2,3 and 8 and one out of 4,5 and 6 in terms of potential for returns over 1 year, which ones would you choose?

I think 1-unichem and 4- hyderabad would be the obvious choices.

And Shilpa can be a dark horse. Supreme can be a steady compounder.

[shri1074]

@hitesh2710

Thanks for the picks hitesh. If one asked you to choose one out of 1,2,3 and 8 and one out of 4,5 and 6 in terms of potential for returns over 1 year, which ones would you choose?

think 1-unichem and 4- hyderabad would be the obvious Shilpa can be a dark horse. Supreme can be a steady

Hitesh,

I thought with clarification on tax issues , it would be ajanta instead of unichem.

Also with clarification on tax issues, does stoploss for Ajanta you mentioned earlier holds good?

Regards

Shri

** I

** choices.And **

compounder.

**

[hitesh2710]

@shri1074

Hitesh,

I thought with clarification on tax issues , it would be ajanta instead of unichem.

Also with clarification on tax issues, does stoploss for Ajanta you mentioned earlier holds good?

ajanta as u say once the tax issues are sorted out or clarified officially could be considered very attractive bcos of the kind of scorching growth it has been showing.

for anyone buying on technicals, the stop does apply.

[Vedant]

Hi,

Looks like Visaka Industries reratinghas started. There was this brokerage report too http://www.moneycontrol.com/news/recommendations/buy-visaka-industries-target-rs-165-sunidhi-securities_797813.html

I think this will turn out to be a great short term bet.

Discl: Invested and forms 6% of my portfolio

Cheers

Vinod

[drgsrk2006]

@hitesh2710

Hi

I would like to put forth my top 5 picks to be held for a period of around 2-3 years. Current prices at which the picks are made are attractive but since markets are correcting with a vengeance, one could add more on declines with a definite gameplan.

consistent growth, good brands in domestic markets, strengthening its presence in overseas markets, relatively recession proof, reducing debt since around last few quarters. cmp 192, stock available at a pe of around 5-6. a scale of 1 to 10, valuation is very attractive and so gets a grade of 9, conviction also at around is a play on the agri space. The company makes micro nutrients and seems to have good products in the space. Overseas revenues would start to contribute to topline significantly from fy 11-12 onwards and boost profitability. cmp 117-119, Conservative estimates for FY 11 are for eps of around 12-14. grade around 7, conviction around 439 This is a market leader in its space of tillers and now concentrating on small tractors. FY 11 eps likely to be around 55-60, very high ROE, excellent balance sheet and valuation comfort of land value at Whitefield in Bangalore. grade 9, conviction grade Spirits cmp 158-159 **company currently is into bottling for bigger players but has plans to launch its own brands and establish them in the markets. FY 11 EPS could be around 15-18, but real growth would start from FY 12. Management has maintained good balance sheet while concentrating on growth. grade around 7, conviction Travel House cmp 210 **is an ITC group company which is into travel as the name suggests. Bulk of revenues comes from its car hire services but the management is now focussing on MICE segment for future growth-- meeting, conference, entertainment etc where there dont seem to be too many established listed players. Good debt free balance sheet and strong parentage. grade 7, conviction these, I am looking at some large caps namely IDBI bank, IDFC, LIC HF, EssDee Aluminium and Mah Seamless for building up some positions in relatively larger caps. I am still observing the correction in these stocks and want them to stabilise before taking the

Hi Hitesh,

Do you still hold**Intl Travel House?**Stock from ITC pedigree. I Hold.

Regards

1). Ajanta pharma )-- ** On

9.2. **Aries Agro – **It

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** 104). Globus **

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** 9.5. Intl **

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plunge.

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[hitesh2710]

g s ramakrishna,

No i dont hold intl travel house although it has decent pedigree along with a good business and debt free balance sheet.

But due to better choices esp in pharma space I moved out of ithl.

[nelsonite]

Hello Hitesh,

Is Talwalkars a good enough candidate to be considered in one’s portfolio…its revenue has increased 6X times in last four years…seems to be a very predictable and good business with lot of potential…

[hitesh2710]

talwalkar could be an interesting bet but I dont think the brand strength counts for much in the fitness/gym business. The local players in each city are giving a tough time to these players but still there seems to be enough space to grow for most players.

I dont have too much idea about the valuatios for talwalkars but as a business it seems okay.

[gour4value]

Hi Hitesh,

Can You tell me is there any opportunity to invest in share right now ?

Then which company and Entry price and investment horizon.

Please tell me only 5 stock .

[ameydesai]

HIL Limited has informed the Exchange that the Board of Directors of the company at its meeting held on January 24, 2013 inter alia, declared an interim dividend @ Re.7.50/- per share (75% on the equity shares of the face value of Rs.10/- each) for the financial year 2012-13.HIL Limited has informed the Exchange that the Company has fixed Record Date as February 06, 2013 for the purpose of Dividend. Q-o-Q drop in profits by 25%, almost 80% rise in interest costs, 30% increase in working capital - profits have dropped in building products & wind power divisions, only thermal insulation division is showing rise in profits,poor results resulting in the scrip losing more than 8% in a day’s trade - Hitesh bhai - this was on your radar some time ago ! hpw do you think about it now - should we load more after a secular drop in price happens ?

Disclaimer - I am holding this one since 3 years

[hitesh2710]

amey,

levels close to 450 and below seem good to load up.

but bcos most small and midcaps barring pharma and other strong counters are being massacred and hence better opportunities will be available.

[varunp]

Initiated my position today in HIL!

[saf]

Hi hitesh,

Are you still bullish on Aries and globus?

[hitesh2710]

no safir, they have flattered to deceive.

[pikrohit]

Hi Hitesh,

Any comments on which will be a better buy at current levels…Ajanta/ Unichem/ Astral/ Amara Raja?

[hitesh2710]

I think unichem. But why not go for all of them?

[subashnayak_19_]

Hitesh bhai,

Just curious, why don’t you like Media sector stocks like Den, Hathway, TV18, TV Today, Zee TV, Zee News. Recent good results of Den indeed shows that digitization is going to be game changer for media sector industry.

[ameydesai]

Sometimes I get curious thinking - what is driving the Sensex near to its lifetime highs - when not many of the Sensex stocks are doing real good.....a comparative below

Scrip	Life-Time High	CMP	Discount	% Discount
Bajaj Auto	2228	2008.35	219.65	10%
Bharti Airtel	574	365.75	208.25	36%
BHEL	585	228.65	356.35	61%
Cipla	435	394.9	40.1	9%
Coal India	422	340.5	81.5	19%
Dr Reddys Labs	1968	1956	12	1%
GAIL	535	350.6	184.4	34%
HDFC	882	800.25	81.75	9%
HDFC Bank	705	657.9	47.1	7%
Hero Motocorp	2278	1761.55	516.45	23%
Hindalco	251	114.35	136.65	54%
HUL	579	470.8	108.2	19%
ICICI Bank	1465	1173.6	291.4	20%
Infosys	3493	2799	694	20%
ITC	306	299.15	6.85	2%
Jindal Steel	778	415.35	362.65	47%
Larsen	2335	1596	739	32%
Mah and Mah	974	888.7	85.3	9%
Maruti Suzuki	1740	1554	186	11%
NTPC	291	160.75	130.25	45%
ONGC	368	337.9	30.1	8%
Reliance	1626	909.3	716.7	44%
SBI	3515	2465	1050	30%
Sterlite Ind	285	109.7	175.3	62%
Sun Pharma	775	711.15	63.85	8%
Tata Motors	337	298.05	38.95	12%
Tata Power	164	106	58	35%
Tata Steel	969	401	568	59%
TCS	1438	1337.85	100.15	7%
Wipro	979	403.05	575.95	59%
BSE Sensex	19971	21078	1107	6%

Sensex-Comparative.xlsx (12.3 KB)

[ameydesai]

15 Sensex stocks are atleast 20% away from lifetime highs…

[manish962]

Have you adjusted prices ex-bonus??