Must have stocks..

#1
Hi Friends,

I am a amature in picking up good stocks and still on learning track. What I ideally would like to know is at the moment when share market is going down (hopefully it will recover sooon) what are the best buys i.e. must have stocks for the long run. Please suggest....:)

The ideal portfolio you would want.. The ones that you have your eyes on...:cool:

Suggestions are highly appreciated.. as now is the opportunity for making that kill..:D :D

Regards,
Hari
 
#2
Hai,

My Preferences are as follows:
Punj Llyod
Welspun Gujarat
Opto circuits
Patel Engg
ONGC
Voltas
Lanco
Reliance Communication
RPL
Asian Electronics
Sesagoa
and of course Reliance Industries

Can anyone guide me on the above portfolio.:)
 
#9
Commodities:

~ Reliance Industries [Get Quote] (Perennially evergreen company)

~ Reliance Petroleum [Get Quote] (Largest refinery with very high Nelson complexity index that will lead to highest gross refining margins, GRMs)

~ Gujarat NRE Coke [Get Quote] (integration from coking coal to coke)

~ Tata Steel [Get Quote] (formerly Tisco; lowest cost producer of steel plus large value addition through Corus acquisition)

~ Hindalco [Get Quote] (lowest cost producer of aluminium plus large value addition through Novelis Fusion Technology)

Market crash: A quick guide for young investors
~ Sterlite Industries (commodity powerhouse at a time when globally commodities are in a super cycle)

~ Sesa Goa [Get Quote] (largest reserves of iron ore in private sector)

I am including many stocks in this sector since global commodities will be on the upswing for the next 5 years.

Telecom

~ RCom (marketing aggressiveness plus financial engineering plus political acumen)

Auto

~ Tata Motors [Get Quote] (from world's cheapest car to luxury Jaguar to SUV Landrover to trucks -- will be in global top five in 5 years)

Finance

~ ICICI Bank [Get Quote] (proactive, aggressive fund raising and lending taking full advantage of slow decision making at PSU banks)

Making money vs creating wealth in stocks
~ Reliance Capital [Get Quote] (straddling all areas of non-banking financial services)

Infrastructure

~ L&T (another evergreen company -- value unlocking through listing of subsidiaries, very strong core business)

~ Patel Engineering [Get Quote] (strong position in high margin high technology construction sector, real estate development)

Pharma

~ Glenmark [Get Quote] (innovator, outlicensor of drugs in fast growing therapeutic areas like lifestyle diseases)

~ Cipla (innovator copier -- low cost supplier of essential medicines people can't do without)

Realty

~ DLF (proxy for the Indian real estate sector)

~ Unitech (number 2 and tries harder than number 1)

~ Sobha Developers [Get Quote] (fully integrated real estate contractor who graduated to property developer status)
 
#10
Commodities:

~ Reliance Industries [Get Quote] (Perennially evergreen company)

~ Reliance Petroleum [Get Quote] (Largest refinery with very high Nelson complexity index that will lead to highest gross refining margins, GRMs)

~ Gujarat NRE Coke [Get Quote] (integration from coking coal to coke)

~ Tata Steel [Get Quote] (formerly Tisco; lowest cost producer of steel plus large value addition through Corus acquisition)

~ Hindalco [Get Quote] (lowest cost producer of aluminium plus large value addition through Novelis Fusion Technology)

Market crash: A quick guide for young investors
~ Sterlite Industries (commodity powerhouse at a time when globally commodities are in a super cycle)

~ Sesa Goa [Get Quote] (largest reserves of iron ore in private sector)

I am including many stocks in this sector since global commodities will be on the upswing for the next 5 years.

Telecom

~ RCom (marketing aggressiveness plus financial engineering plus political acumen)

Auto

~ Tata Motors [Get Quote] (from world's cheapest car to luxury Jaguar to SUV Landrover to trucks -- will be in global top five in 5 years)

Finance

~ ICICI Bank [Get Quote] (proactive, aggressive fund raising and lending taking full advantage of slow decision making at PSU banks)

Making money vs creating wealth in stocks
~ Reliance Capital [Get Quote] (straddling all areas of non-banking financial services)

Infrastructure

~ L&T (another evergreen company -- value unlocking through listing of subsidiaries, very strong core business)

~ Patel Engineering [Get Quote] (strong position in high margin high technology construction sector, real estate development)

Pharma

~ Glenmark [Get Quote] (innovator, outlicensor of drugs in fast growing therapeutic areas like lifestyle diseases)

~ Cipla (innovator copier -- low cost supplier of essential medicines people can't do without)

Realty

~ DLF (proxy for the Indian real estate sector)

~ Unitech (number 2 and tries harder than number 1)

~ Sobha Developers [Get Quote] (fully integrated real estate contractor who graduated to property developer status)
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http://in.rediff.com/getahead/2008/jan/21krc.htm

May God bless u