Hey guys
I have selected following stocks for building a portfolio for long term. Please provide your valuable suggestions
- HDFC Life Insurance
Rationale:- Under penetrated. Though its richly valued, I will wait to enter at correct price - HDFC AMC
Rationale:- Under penetrated. Though its richly valued, I will wait to enter at correct price - IDFC First Bank
Rationale:- New Bank. All the NPA is provided for. Past track record of V Vaidhyanathan - CDSL
Duopoly market. Can be long term compounder. - IEX
Superb return ratios. Near Monopoly Business. Though I am little worried on big investor moving out. - NALCO
High dividend yield as of now. Entry into lithium ion batteries. - GMR INFRA
Betting on airport business demerger - Thyrocare Tech/Dr lal path labs
Scalable Business. Can be a winner , if some structural changes happens. - S H kelkar
FMCG proxy play. Good correction have happened from all time high. - IGL
Migration towards Gas based transportation - L&T technology services/Tata Elxsi
Presence in emerging areas of technology - Amber enterprises
Under penetration of AC market in india. Scalable Business. have corrected from Highs
Regards