Bharat Bijlee
Capital First
KPIT Technologies
Bajaj Hindusthan
ABG Infralogistics
Rural Electrification Corp
NTPC
14.3% (equal allocation) to each
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:-
Oriental Carbon (25%)
Shilpa Medicare (20%)
Gati(20%)
Talwalkars(20%)
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
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%