Guys can you please help me out on my portfolio.am i in a right direction to hold following stock for long term
1 Capital first- retail and consumer durable finance.good management and good growth
2 Majesco - moat in insurance software products
3 Natco pharma - oncology research.
4 DHFL - Housing finance theme…tailwinds for the sector
5 premier explosives - Make in india.
6 Ashoka Buildcon , MBL infra - EPC indstr… lot of money to be spend in coming years
7 Alkem labs - indian centric pharma company…less prone to Usfda alerts
8 Nbcc - strong order book and execution capacity and less equity
9 VA TECH WABAG
10 Lumax auto tech - automatic gear shift tech
11 Force motors