I am new to this forum and investing directly in stock . Kind of buy and hold strategy for long time frame. Expecting 2% higher than Bank FD rate longer run.
Chemical-> pidilite,Astral Poly,Berger paint
Pharma -> Abbott , Divis,Amrutanjan
Insurance -> Hdfc Life,Icici Lombard
Consumer -> Voltas,Havells
Lifestyle -> Bata,Titan
Bank -> Kotak,Idfc 1st bank.
22 stocks weightage 4-6% maintaining at my portfolio .
TCS-> Strong moat at IT service play. I believe India 1st 1 trillion dollar company could be TCS. employing 5lakh people and still long way to go.
LTI-> Holding from IPO and 4 bagger already . avg up when ever possible and have moat at IT space .
Infoedge-> i see infoedge as US shark tank startup investment strategy.Naukri is free cash flow plus management pedigree.
Pidilite-> fevicol brand and going expansion at emerging country .Competition is astral is catching up at adhesive/pipe space.Berger catching up at paint space.
Abbott-> have concern that products listed under unlisted abbott india but still they are introducing new products under listed play and hold top market share many products . watching same.
Divis-> API play and amrutanjan -> small cap + feel still long way to go. Debt free and I could see their products even in my home.
HDfc life-> insurance play,Long way to go. ICICI Lombard -> motor insurance and consolidation happen in this area by merging with axa .
Bata – Foot ware play Titan-> lifestyle player and can capture ppl disposable income (Tanishq,Titan eye plus…etc)
Nestle-> Noodles,Noodles,Noodls (like fevicol 4 adhesive, maggi for noodles)plus they have many products number 1 in market (moat at baby milk products)
Briannia : Morning tea sip without marie gold is not perfect day to start : ) .
HUL-> atleast we will be using one product per day by everyone by HUL
Bayer-> merging Monsanto and agri play (india backbone is agri )
Atul-> chemical play and they have moat at chemical area.
Kotak -> Uday kotak management
Idfc 1st bank -> holding from capital 1st days and betting on jockey Vaidya.
Feedback comments welcome.