Best Valuepickr contest 2015

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%

gruh 20%

repco 20%

vesuvius 20%

mcx 20%

hexaware 10%

intrasoft 10%

gruh 20%

repco 20%

vesuvius 20%

mcx 20%

hexaware 10%

intrasoft 10%

My picks

Mayur Uniqoter - 20 %

Capital First - 20%

Moldtek Packaging -20 %

Kesar Terminals - 20%

SKM Eggs - 20%

Bharti Infratel - 20%

Nesco - 20%

Freshtrop Fruits - 20%

Cash - 40%

Let me put some names which are NOT already submitted. ( though some names are already submitted - reduced position sizing for those).

  1. Ahmednagar Forgings Ltd. -10 %
  2. Hindustan Media Ventures Ltd.- 10%
  3. Indo Count Industries Ltd. - 10%
  4. KSE Ltd. - 10%
  5. Mirza International Ltd. - 5%
  6. Superhouse Ltd. 5%
  7. Vaibhav Global Ltd. -10%
  8. Zensar Technologies Ltd. - 10%
  9. Kwality Ltd. - 10%
  10. Dewan Housing Finance Corporation Ltd. - 5%
  11. Shakti Pumps (India) Ltd. - 5%
  12. Sandesh Ltd. -5%
  13. Adi Finechem Ltd. -5%

@Gaurav

RS software share will split into 2 in a couple of weeks. So please take the CMP divided by 2 for the contest.

SKM Egg - 20%

Patel Int Logistics-20%

Guj Borosil-20%

Ajanta Pharma - 10%

Mold tek- 10%

Arrow coated paints- 10%

Century Plywoods - 10%

Mayur Uniquoters -20%

Thomas Cook-20%

Praj Industries-20%

Repco housing Finance-20%

Dewan housing-10%

Atul Auto -10%

Ujaas Energy - 20%

Tata Elxsi - 20%

R S Software - 20%

Ajanta Pharma - 20%

TV Today - 20%

10 stocks of 10% each allocation.

eicher

repco

shilpamed

MPS

TV Today

Kaveri

Avanti

amrutanjan

AIA

Cera

My entries to the contest:

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.

Granules 15%

Ajanta 15%

Suven 15%

Swaraj Engines 15%

Sintex 15%

Avanti 15%

Oriental Carbon 10%

My entries;

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.

Shilpa Medicare 20%

Mayur Uniquoters 20%

Selan Exploration20%

Cairn India 20%

Eicher Motors 20%

Dear Gaurav,

Since entry to contest is over, please advise whether you will provide us the list of all entries and will status get updated automatically on daily closing price?

Javed

Yes, i will upload over the weekend similar to 2014 contest

gud and grt portflio

Mayur, Astral, Cera, Ajanta, MPS, Eicher, Atul Auto and Bajaj Finance…

all are equally weighed at 12.5 %

Sl. No
Company Allocation
1
Pharma 30%
(Shilpa Medicare 15%,
Suven Life Sciences 7.5%,
Ajanta Pharma 7.5%)

2 Kitex Garments 20%
3 Repco Home Finance 20%
4 Kaveri Seed Company 15%
5 Mayur Uniquoters 5%
6
Amararaja Batteries 5%
7 Atul Auto 5%
Misc 40% (Astral 15% + Mayur 15% + Kitex 10%)
Pharma 25% (Ajanta 15% + Shilpa 10%)
Repco 10%
Cera 10%
KNR Construction 10%
Apar Industries 5%
Total 100%

1). krbl 10%

2). adi fine 20%

3). tube invest 20%

4). tech m 20%

5). birla eric 10%

6). dynemic pro 10%

7). sks micro 10%