Long term investment Portfolio Assistance Please....

#1
I would like to focus on few shares for the next few years until 2015. I am a longtime investor.

Kindly suggest me the best rates to buy the below mentioned stocks.


Cement
1. ACC
2. Gujarat Ambuja

Infra
1. L & T

Banks
1. SBI
2. ICICI

LIC housing

Tata steel

Sail

Lupin

Steel Authorities India

If in your opinion any of the above mentioned stock is not good, kindly suggest me which one to rule out and why?

Also please suggest me your recommended ones.

Thanks in advance :)
 
#2
If you want to create large cap portfolio, these 10 will be gr8 picks at current rates :-

1)Reliance
2)LT
3)HDFC
4)Axis/HDFC Bank
5)Tata Steel
6)M&M
7)Infosys
8)HUL
9)Bharti/Idea
10)Sun Pharma


You can sleep for next 3 yrs buying these at current prices, they will keep multiplying without you having to worry. Dont buy cement stocks they follow bad mgmt practices & avoid Govt companies.
 
#3
Hey Matkari,

I just saw your reply. Sorry for the delay in reply..

I am planning for asset creation for a period of 10 years and above.

Kindly suggest few sectors and few shares in the same which could perform well for the next 10 years. Thanks in advance Matkari :)
 
#4
If you have the risk appetite & can bear the fluctuations i guess for ultra long term 10+ yrs you could look at good companies in newer fledgling sectors like media & entertainment, education,auto, travel, insurance, hospitals/healthcare,consumer, retail & agrochem research. These will be huge contributors to our economy in future. But here you will have to do a lot of reading, research & some trial & error to find good sustainable companies.

Some names you can check out -
Media -- DishTv/Zee enterprises, Tv18, Ndtv
Entertainment -- PVR, Reliance Broadcast, Eros Intl
Education -- Aptech, Niit, Everonn
Travel -- Cox & kings, Thomas cook, Tourism finance corp
Insurance -- Hdfc, Reliance Cap, Max (also a hosp chain)
Hospital/healthcare -- Apollo, Fortis, Opto circuits(med equipment co)
Retail -- Shopper's stop, Trent, Titan, Bosch
Agro research -- Monsanto, Rallis, PI Ind, Bayer Cropscience
Consumer durable/non durable -- Bluestar, Voltas, Bajaj Electricals
Auto (and ancillaries) -- M&M, Bajaj Auto, Exide, Greaves Cotton

One thing you should keep in mind is once you decide to buy, develop conviction & just hold on to it, dont trade in it. Remember time in the market is more imp than timing the market. And buy no more than 10-15 stocks, good concentrated portfolio gives awesome returns & 10-15 stocks create immense diversification to mitigate risk. Hope this helps.
 
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#6
my choice would be

[1] TCS
[2] LARSEN
[3] ADANI ENTERPRISE WITH SUBSIDARY CO. : MUNDRA PORT
[4] HDFC
[5] HDFC BANK
[6] SBI
[7] TATA STEEL
[8] ADITYA BIRLA NUVO
[9] INFOSYS
10]GSPL
 

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