My investment portfolio

I am planning to buy following stocks for a lock in period of two to three years:
1. PANTALOONS RETAIL
2. AMULYA LEASING
3. AUROBINDO PHARMA
4. HDFC BANK
5. CHOLAMANDALAM
6. MOTHERSON SUMI
7. TATA MOTORS
8. JB CHEMICALS

Please recommend whould I go forward to invest in these stocks or not

 

i think these r good. only my opinion. do u r study and decide .
1. NTPC
3. AUROBINDO PHARMA
4. HDFC
5. CHOLAMANDALAM

 

If lock in period is 2 or 3 years is it better to buy blue chip midcaps stocks you have to consider because they have more potential for gains compared large caps.

Coming to stocks better to avoid stocks with Govt role such as NTPC and NMDC. NTPC has never made gains for shareholders how this will change in future?

If you want only blue chips then HDFC Bank is better than HDFC I feel because housing finance has number of competition like Repco, Gruh, DHFL, Canfin etc.

Aurobindo, Cholamandalam, Mothersum and Tata Motors are super stocks for buy and lock in IMHO.

 

Wisdom, born of experience,simplified .

 

@ronak my 2 cents. Add a bit more stocks to diversify your risks. A lot also depends on the price at which you bought the stocks. I would prefer Andhra Sugar instead of EID Parry as I feel Andhra Sugar has better value. Looking at their previous quarter's profits it seems interesting buy in that sector. I suggest that you move out of power generation company like NTPC and move in T&D company like Kalptaru/Adani Transmission. NMDC is dependent upon commodity cycle so you would need to wait 2-4 years for it to give returns. HDFC is a great value buy right now I think, but I think DHFL is also great because its one of the biggest lender in the 10-15 lacs category (affordable housing space), and also available at a relatively good PE. Love Motherson and TaMo.

 

sir , my choice is Add 1. ONGC , 2. Hindustan Uni Lever also with your portfolio .... all the best

 

Also consider Pantaloon Fashion and Retail Ltd since you are looking for a lock in period of 2-3 yrs. It can give very good returns once the merger with Aditya Birla Group is complete.

Avoid EID Parry and NTPC. Consider Sudarshan Chemicals, Heritage Foods, and Apar Industries instead. And as I told above, PFRL is my top pick for 2-3 yrs.

 

wis

PFRL --My liking also. Invested.

 

I am also bullish on PFRL. People of India is now being brand conscious and PFRL has lot more brands.

 

Sir, What else? Any Technology pick, since you come from the same background ? Kindly suggest some.

 

Please don't call me sir. I am still novice in stock investment

I am invested in Tata elxsi. I am tracking Majesco and Hexaware. IndiaNivesh and HDFC securities has buy call on Majesco with target Rs 800.