This post maybe a bit on the personal level, but still will go ahead with permission of the administrators.
I was literally out of stock market in all practical purposes for nearly two years due to personal issues and loses.
The only connection was my SIP in Mutual Funds.
Now with the Sensex crossing 50,000 and somehow recovered the first step I took was to dispose my entire portfolio - lock, stock and barrel.
I made a decent profit, one might say, maybe “Coffee Can” strategy worked because of some Large Cap stocks.
I wish to restart again but being out for a long time, am absolutely clueless.
I tried going through the posts, but to be frank, the extensive nature of discussions is making it untenable.
I am not looking for any tips, but need some stock ideas which I can follow and form my own ideas and also contribute a bit.
Currently am going through three stocks in particular:
- Relaxo Footwear
- Credit Access Grameen
- Tata Steel
And its get to be back in ValuePickr, missed you all a lot.
I can feel the sense of confusion one goes through when they are unaware of market happenings for a long time (I too faced the same issue 1.5 years back).
I would suggest you look at:
Large Caps: Berger Paints, Pidilite, Marico
Small Caps: RACL Geartech, Lancer Container Lines, Mold-Tek Packaging
All the best
Welcome to this forum n back to stock market .
Even I follow coffee can investment. Mostly I cover high quality midcaps with huge growth potential.
This is the list, I hold
Not at all a buy recommendation. Get into yur own conviction n research.
Creditaccess I used to hold but sold of as it was overlapping with AU bank . It’s a good stock
||Leader in Private Banks
||Leading Indian manufacturer of Specialty Chemicals
||Leader in amines
||Contract manufacturing Rise
|ASTRAL POLY TECHNIK
||Leader in the Indian piping industry
||Leader in Small Finance banking
||India’s most diversified NBFC
||Berger is consistently one-third of Asian Paints
||Growing Electric company . Resonable vauation . Leader in Fans
||Leading manufacturer of organic, inorganic, fine and specialty chemicals
|DR LAL PATHLABS
||One of the best pathology lab in India
||leading supplier of critical process equipment and systems to the global industries.
||Mid cap Pharma/API bet
||India’s Largest CGD Company
||Insurance sector bet
||IT behemoth getting bigger
||API and Indian facing business
||strong near-term and long term growth prospects
||Largest Gold Loan NBFC in India
||High Margin Businesses Growth strong - CRAMS
||fast growing agri-sciences company with a unique business model
||Growing Electric company . Resonable vauation .
||Consistent Compounder in mid value footwear
||One of the largest manufacturers of veterinary APIs globally.
|SOLARA ACTIVE PHARMA
||A Pure Play API Company
||Contract research, development and manufacturing
|VARUN BEVERAGES LTD
||second largest bottling company of PepsiCo’s beverages in the world
|ION EXCHANGE INDIA LTD
||water treatment, waste treatment, recycle &management solutions
Beside this LTI, TCS , HCL technology, Mindtree, LTTS, Dabur, Asian paints Divis lab ,pidilite, Vinati organic etc all are quality stock but avoiding as it will overlap.
- Motherson sumi
Thanks for the welcome and the help.
It really means a lot to me.
I have made small investments in Relax Footwear & Mahindra & Mahindra and currently tracking the following:
- Astec Life Sciences
- Vinati Organics
- Exide Batteries
- Gurajat Gas
Trying to read up all that i can find in the forum and also from other sources.
I just need to pick up from where I left and the support means a lot.
Have you decided on any sectors to invest in, or you want to follow a bottom-up approach? You had stocks from IT, Banking, Chemicals, Auto etc sectors in your PF thread, how do you want to go now?
At the moment these are the companies I am tracking.
I have taken position in
and hopefully will take position in
- Rallis India
- Either SBI Life or HDFC Life
I am starting all over, and this time I want to play the patience game.
I cannot suggest.
Do you want to invest in a theme like Insurance, wait for it to play out or invest in consumer-facing growth companies like Relaxo? Or want to go both way, as you have mentioned both? Or do you want to have a core and satellite portfolio of sorts, as you are starting over? The diversification in the mentioned stocks looks great BTW.
I have not taken any position in any of the Insurance Companies.
Somewhat I am not convinced if Insurance will be that much attractive in India where the inflation is relatively high.
If we believe in the growth story of India, small micro finance companies would be worth looking into like Credit Access, Equitas etc.
Also looking into cement sector - Birla Corporation, JK Cement etc.
I am not in a hurry to take positions - this time would be cautious.
Hello. Are you looking for small cap ideas or mid/large cap or any?
I am looking for a good company which can give me reasonable ROI.