**I am KID in a market.
**I am not posting top 5 picks for recommendation purpose.
I am posting them for getting feedback.
** Have good experience of loosing money in market. ****so be cautious :)**
**LT Stocks (not part of my portfolio as they are expensive and maybe will remain expensive): **
HDFC bank )- Simply best and will stay here atleast for 100 years
Titan Industries )- As pointed out by management they will be BIG lifestyle retailer over long term. So not good to think it as Jwellery company.
Godrej Industries )- Tomorrows big unlisted agri company under it(~70%) Godrej Agrovet
Coal India )- After Oil, Coal is another major source of Energy and coal india has big coal reserves.
GCPL )- I think of this as Major global FMCG comapny over long term.
**Sound(part of my portfolio):
__**Yes Bank **(all banks going down so good to pick up this at PB of 2)
Delta Corp (Market cap of 2K cr is nothing for first entrant in casino industry in country known for its tourism and black money)
Bajaj electricals (Good managment; short term earnings may not be good; infra dept burning cash; this is my top consumer bet)
**Bilcare **(Good mgmt; Pledging issue)
**Zydus wellness **(Market of 2.2K cr is not expensive for company introducing lot of new healthy products in a country with 120 cr peoples with growing middle class people)
Contrania bets(not in my portfolio but in my watchlist):
Dhanlaxmi bank ( Hitesh Bhai ) - market of 600 cr for public bank in a country with safe banks
**Shree Ganesh Jwellery **(Manish bhai ) - 5K sales with 50 years of experience
**Indiabulls real estate **)- 2.95 shares of power subsidary
COX & KING )- Recentely RJ purchased Sterlite resorts as he expects over decade 1cr couples as its customer. In short he is betting on tourism. But, if over long term Rupee appreciates against dollor and euro, then I believe trips to Europe and US will become cheaper and hence tour operators is great sector. Kesari is best company in this segment but its unlisted. So COX and KINg will be good choice. Also Prof.Mankekar has some stakes into it.
**Orchid Chemicals **)-- could be great bet if able to resolve pledging and FCCB issue. Today read somewhere that if stock price of company (with pledging by promoters) is falling and promoters pledging more shares then that is bad signal as to avoid TRIGGER then are pledging more shares.