Portfolio check _ views please

HI all,

I have the below portfolio

1.FORCE MOTORS - CMP 884
2.CAPITAL FIRST @ 374 .
3.L&T @ 1330 - Strong franchise (good mgmt)
4.OBEROI REALTY @286
5.Sharda Cropchem - @262
6…Torrent Pharma - CMP 1425
7.UMANG DAIRIES @62
8.OM metal infta @53

You have got Force Motors at very good price. I guess it has to see better days going forward.

As far as CAPF is concerned, management is extremely bullish about their bottoline outgrowing top line over the next 3-4 years. Good stock to own for long term.

Disc: I have vested interest in CAPF