Need view on CESC, COAL INDIA, EXIDE Industries

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Rajesh V, Jul 20, 2016.

  1. Rajesh V

    Rajesh V New Member

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    Hi
    need your suggestions on CESC, COAL INDIA, EXIDE INDUSTRIES stocks on long term. which is having high risk to hold and which one can give good profits.

    thanks
    Rajesh V
     
  2. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    All three are good stocks but what other stocks you have in portfolio? Why you have selected only three stocks for opinion. You have other stocks? From which sectors? How many % Pharma stocks are there and stocks from other sectors? Is there balanced portfolio?

    Cola India is blue chip stock but it is PSU which means that too much chance for profit is not there because Govt will not allow too much profit of sensitive item like Coal.

    CESC is utility stock which means there is cap on what can be charged from customers for electricity. There is electricity Act which puts limit on tariff from electricity supply. Why you want to go for limited profits scenario from utility when chance of unlimited profit is there from non-regulated sectors like Pharma, etc.

    Exide is also going into insurance which is good or bad depending on outlook. Focus in one segment is not there. Also there is great competition from Amara Raja Batteries which has become leader in field after taking title from Exide. There is a lot of competition in the battery segment and also in insurance segment so chances of heavy profits are less IMHO.
     
  3. Rajesh V

    Rajesh V New Member

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    Hi Srouta Mukherjee,
    Thanks for your suggestions. It will help me to take decision.

    I have around 45 stocks in my portfolio which was accumulated for past 8 years. I will consolidate and post you in detail.

    Thanks
    Rajesh V

     
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