Planning an Ideal Portfolio at this level

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  #1  
Old 12th June 2006, 09:54 PM
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Exclamation Planning an Ideal Portfolio at this level



Hi Boarders,
I have been following the day to day interactions among the most educative group i have ever been to. I have the following query:

1. Can someone suggest the top 10 stock (Preferably below 300) that one should buy at every dip for long time (1-2yrs)

I have been buying my favorite stock (ITC) at every dip and always look stupid the next day..

Mainak

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  #2  
Old 13th June 2006, 12:07 AM
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Default Re: Planning an Ideal Portfolio at this level

I would recommend MRO Tek. See chart for recent financials.

It has nearly halved from its 52 week high, more steeply than the market ( Obviously a high beta stock). Rallied smartly last Friday by the way, and nearly held up today. Available at a PE of well under 10, CMP 57 (paid up 5)

Current working and outlook appear to be sound, so I can't understand why its fallen so much. (Does anyone know?).

Good luck

(Disclosure : Yes, I'm long. I picked up some at 51 on Friday. Had bought earlier in the 80's and made a little money)

Hope 9 others fill in with other reccos

AGILENT

Attached Files
File Type: pdf mro tek.pdf (2.5 KB, 16 views)

Last edited by Agilent : 13th June 2006 at 12:21 AM.
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  #3  
Old 13th June 2006, 07:42 AM
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Default Re: Planning an Ideal Portfolio at this level

My focus is on

1. Infotech Enterprise
2. Wipro

Both fundamentally very strong IT Companies with a strong engineering offering base which will do well in the long run. Considering that India will be a secondary hub after China for Manufacturing companies, these companies would do well.

3. Bajaj Hindustan
4. Praj Industries

This is for the focus on Ethanol blending into Petrol. With the Petrol Hike, it will become all the more necessary for cost cutting to blend Ethanol into Petrol. This has worked well in Brazil and should replicate in India

5. Bharat Forge.
6. TCS

Both leaders in their space, will soon be global companies.. with their scale of operations, they will be able to extract maximum benefits from a global market in the long run.

My 2 cents... I do not have a strong TA/FA base but have tried to give my rationale....

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  #4  
Old 13th June 2006, 06:32 PM
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Default Re: Planning an Ideal Portfolio at this level

hi
pray why restrict to Rs 300/-, better to take top ten sensex stocks
and donot worry abt ITC, it is the best in FMCG sector
regards

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  #5  
Old 13th June 2006, 08:10 PM
SGM SGM is offline
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Post Re: Planning an Ideal Portfolio at this level

Quote:
Originally Posted by ragh_ash
hi
pray why restrict to Rs 300/-, better to take top ten sensex stocks
Hello,
I agree with ragh_ash, why a limit on price?

Here is a list of 13 sensex stocks (sorry, not 10), that represent 67-68% of the Index by weightage. It creates an index based folio (mini-index if you please). But if you intend to beat the sensex, this may not be for you!

Sr-----Code-------------Name-------% Weight in SENSEX

1----500325----RELIANCE-INDUST----------11.13
2----500209----INFOSYS-TECH---------------9.65
3----532174----ICICI-BANK------------------7.61
4----500875----ITC-LTD.----------------------7.03
5----500010----HDFC-------------------------4.41
6----500510----LARSEN-&-TOUBRO----------4.34
7----500312----ONGC-CORPN----------------3.97
8----500696----HIND.LEVER-----------------3.95
9----532454----BHARTI-TELE----------------3.66
10--500470----TATA-STEEL------------------3.17
11--500490----BAJAJ-AUTO------------------3.16
12--500376----SATYAM-COM-----------------3.00
13--500570----TATA-MOTORS----------------2.69
----------------------------------------------------------
------------------------------Total-------------67.77


Regards
Sanjay

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  #6  
Old 13th June 2006, 09:04 PM
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Default Re: Planning an Ideal Portfolio at this level

Dear All:

Cant thank you all for ur suggestions. The stocks that u all have mentioned will definitely help me build my first full fledged portfolio. Can someone further tell me the entry points as that has been the toughest thing to decide.

Mainak

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  #7  
Old 13th June 2006, 10:27 PM
jdm jdm is offline
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Default Re: Planning an Ideal Portfolio at this level

Quote:
Originally Posted by mainak
Dear All:

Cant thank you all for ur suggestions. The stocks that u all have mentioned will definitely help me build my first full fledged portfolio. Can someone further tell me the entry points as that has been the toughest thing to decide.

Mainak
hi mainak,

its not only what you buy, but also how you buy. particularly during these times when the indices have such wild swings.

no one can time the market. whatever you buy have multiple entry points. and avoid those midcaps.

have great profits,
cheers,
jdm.

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  #8  
Old 14th June 2006, 12:06 AM
hmp hmp is offline
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Default Re: Planning an Ideal Portfolio at this level

hi mainak
i m also buying itc at every dip.i picked one lot at 160, next at 146, next i ll buy at 135. i dont see lvls below 100. it may rise any time. just have patience

regards

hmp

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  #9  
Old 14th June 2006, 12:52 AM
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Default Re: Planning an Ideal Portfolio at this level

Looks like we are moving from TA towards FA these days.
But all I have to say is not to go for negative averaging.
A nice thread.

Best Regards
Coool

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  #10  
Old 14th June 2006, 10:16 AM
jdm jdm is offline
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Default Re: Planning an Ideal Portfolio at this level

the fundamental rule of avaraging is avarage only if your first trade shows profit.

just think about the condition of a person who bought himachal at Rs.2000 during the kp led bull run and went on avaraging the same.

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