Praveen's portfolio .. suggestions from wisdom of your investments

Hello Guys!! I have been following VP for quite some time around 1 year. My investment experience in equities is 2 years. Though I couldn’t understand the terminologies folks were using initially after reading a few books I am better now. I have a portfolio, started building two years back, evolved to the below list. I wanted the guys on VP forum to go through and provide suggestions,

Marksans Pharam - Pharma turn around/OTC generics/Turn-around story
Suven Life Science - Pharma R&D
Aurobindo Pharma - Pharma Generics
Claris Life Science - Injection space with less competition
Caplin Point Lab - Sildenafil Citrate/Female suppositories/Injectibles - yet to get entries into US/EU regulated markets.
Atul Auto - 3 Wheeler story, small goods carriers
RS Software - plastic money, e-commerce
Asian Granito - Housing for all theme of NaMo
SKM Egg Product Exports - Egg powder used in cakes/biscuits/breads/sause/icecream/puff etc - turnaround.
Apcotex Industries - proxy to pidilite
TCPL Packaging - Packaged foods - middle class consumption
Excel Industries - Agro chemicals/ clean India / veterinary APIs
Welspun Syntex - Textiles Industry
Arrow Coated products - Bio-degradable Plastics/MMS and patent Royalty
Patel Integrated Logistics - Food Supply Chain - eCommerce - coal mining

Yes!! I have more pharma stocks to play a growth story.
suggestions pls…

Stock selection looks good. Reduce some exposure on pharma and invest in consumer/housing themes. Now a day textile theme also started in background. I am tracking Ambika Cotton, Premco, IndoCount.