ValuePickr Forum

Best Valuepickr contest 2015

Bharat Bijlee

Capital First

KPIT Technologies

Bajaj Hindusthan

ABG Infralogistics

Rural Electrification Corp

NTPC

14.3% (equal allocation) to each

Pankaj,

Associated Alcohol looks interesting. can you please elaborate on it on a separate thread if you have time?

Thanks, Sridhar

Making adjustments based on the 20% cap

Shilpa Medicare: 20%

Somany Ceramics: 20%

Hester Biosciences: 20%

Kaveri Seeds: 10%

Avanti Feeds: 10%

MPS: 10%

Astral: 10%

Disc: Intended for the purpose of contest and not a recommendation!

These picks are only for the sake of this contest.And should NOT be construed as recommendations on the behalf of the individual.Kindly treat this as a contest/competition & do your own due diligence before investing in any of these stocks.The individual shall not be responsible for any losses incurred,if the viewer/investor puts his money in these names

1). Housing Finance 45% (Gruh - 8%,Repco - 17%,Canfin - 20%)
2). Pharma 35% (Ajanta - 20%,Shilpa - 15%)
3). Others 20% (MPS - 5%,Tube - 5%,Page - 4%,Eicher- 3%,Kitex - 3%)

Cheers,

Anil Konda

Ajanta 17%; RS software 15%; Centum Electronics 15%; Shilpa 12%;

Oriental carbon 12%; CCL Products 12%; Kaveri 12%; BirlaEricsson 5%.

My Picks for the contest is as follows:-

  1. Oriental Carbon (25%)

  2. Shilpa Medicare (20%)

  3. Gati(20%)

  4. Talwalkars(20%)

  5. Moldtek Packaging(15%)

I am very Bullish on Oriental Carbon and want to add more when ever I get the opportunity.

My Picks :-

1.Mayur :- 20%

2.Kitex :- 20%

3.Ajanta Pharma:-20%

4.Kaveri seeds :15%-

5.PI :-15%

6.yes bank:-10%

Here are my picks:

These picks are only for the sake of this contest.And should NOT be construed as recommendations on the behalf of the individual.Kindly treat this as a contest/competition & do your own due diligence before investing in any of these stocks.The individual shall not be responsible for any losses incurred,if the viewer/investor puts his money in these names.

1). Eicher- 25%

2). Ajanta Pharma-25%

3). Kaveri- 20%

4). PFS- 20%

5). MPS-10%

My list below:

Stock % Allocation
Torrent Pharma 20
Credit Analysis 15
Amara Raja 15
Bajaj Finance 14
Cera Sanitary 10
MRF 10
Repco Home 10
Suven Life Sciences 6

Thanks

Arun

1 Like

my stock allocation for purpose of best valuepickr 2015 contest is as follows

Stock % Allocation
Canfin Homes 15%
Avanti Feeds 15%
Poly Medicure 15%
Yes Bank 15%
Dhanuka Agri 15%
Sun Pharma 15%
Persistent Systems 10%

my allocation for the contest goes as follows:

Kajaria- 20%

Whirlpool-15%

Hawkins-12%

Repco-17%

Gruh-13%

Ajanta Pharma-15%

Shilpa -8%

Shilpa Medicare - 20%

Adi Finechem - 20%

JVL Agro - 20%

Cash - 40%

Disclaimer: The above is not a buy call and hence is NOT a recommendation.

Shilpa 10%

Nesco 5%

Atul Auto 5%

AIAEng 10%

R S Software 10%

Ybrant 20%

Datamatics Global 10%

Bharat Rasayan 10%

FSL 10%

Dynemic Products 10%

force motors ltd 20%

Bambino 10%

sandesh ltd 10%

srf ltd 10%

tidewater ltd 10%

singer ltd 10%

iitl ltd 10%

heritage foodsltd10%

jvl agro ltd 10%

here is my Picks

Canfin Homes 20

Dewan housing 20

Avanti feeds 20

Rural electrification 20

MM forgings 10

Banco products 10

These are not buy recommendations and are posted only for the sake of participating in the contest:

Stock % Allocation
Caplin Point 11.11%
HCL Tech 11.11%
Vinati Organics 11.11%
Premco Global 11.11%
Eclerx 11.11%
Mayur Uniquoters 11.11%
Adi Finechem 11.11%
KTIL 11.11%
Amara Raja 11.11%

These picks are only for the sake of this contest.And should NOT be construed as recommendations on the behalf of the individual.Kindly treat this as a contest/competition & do your own due diligence before investing in any of these stocks.The individual shall not be responsible for any losses incurred,if the viewer/investor puts his money in these names

Company % Holding
MPS Ltd 20
Wockhardt 20
Alembic Pharma 20
Multibase India 8
Excel Industries 7
V2 Retail 5
Atul Auto 5
Pfizer 5
Liberty Footwear 5
Kesar Petroproducts 3
Cairn India 2

Disclaimer: This is not a buy recommendation.

Uflex: 20%

Dhunseri Petrochem: 20%

Siemens: 20

India Cements:20%

Veljan Denison: 5%

CHD Developers:5%

Batliboi:5%

Sanco Trans:5%

Disclaimer: This is not a buy recommendation.

Canfin homes - 20%

Prima Plastics - 20%

Freshtrop fruits - 20%

Moldtek Packaging - 20%

Adi Finechem - 20%

My picks

Recpco - 10%

Dewan housing - 10%

Suven Life - 10%

Granuels - 10%

Shilpa medicare - 10%

Kovai medical - 10%

Fluidomat - 10%

Excel industries - 10%

Moldteck pack - 10%

Kesar - 5%

V2 Retail - 5%