10Yr Concentrated Mid-Cap Growth PF - 4 stocks only

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by jarmoney, Jun 28, 2016.

  1. jarmoney

    jarmoney New Member

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    If you were to pick 4 stocks for a 10yr concentrated growth PF, which would they be?

    I've picked:
    1. Granules India
    2. SKS Microfinance
    3. Kajaria Ceramics
    4. Capital First

    Yours?
     
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  2. sandeep1802

    sandeep1802 Active Member

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    bajaj finserv
    mcx
    Heritage foods
    Abfrl
     
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  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Three of stocks in portfolio are in my portfolio also. But I am worried about SKS Microfinace because there is great risk of political interference in recovery of NPAs. Also, better not to have two finance stocks because then sector concentration is too much (50%). Better to have FMCG stock like Bajaj Corp or TCPL Packaging or logistics stocks like TCI or Gati which get benefited by economy growth and eCommerce.
     
  4. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Heritage Foods has risk of political interference because major shareholder is CB Naidu of CM of AP. If political party changes there may be serious problems for such Cos. So, having 25% in stock is dangerous IMHO.
     
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  5. sandeep1802

    sandeep1802 Active Member

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    dear srouta,
    Please share your view: which one to have
    VRL vs TCI
    TVtoday Vs TV18
    GHCL vs Alkyl Amine Vs Omkar Speciality Vs Thirumalai (Any other in Sp Chemical sector)
    Abfrl
     
  6. sandeep1802

    sandeep1802 Active Member

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    right said...till CB Naidu is CM i will hold..
     
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  7. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Then how it is 10 year portfolio for buy and forget :p
     
  8. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    TCI is better quality of management and also trigger of demerger is there because of value unlocking of TCI Express. HC has approved. Specialty chem are all shooting up. :) Better to have basket of stocks. GHCL has management problems so allocation has to be low to stock. Sudarshan has good record. Even Apcotex has good record and high RoE.
     
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  9. Raghav Bhutoria

    Raghav Bhutoria New Member

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    TCPL Packaging
    Indo Count
    Torrent Pharma
    Dewan Housing
     
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  10. w4wealth

    w4wealth Well-Known Member

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    good topic. my picks would be ABFRL, MCX, CAPF, GIC housing
     
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  11. w4wealth

    w4wealth Well-Known Member

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    SKS is not that good for long term bcoz of management quality.
     
  12. w4wealth

    w4wealth Well-Known Member

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    naidu being cm or not may not affect heritage foods . i think so.they have build up quite good brand. so that is ok.
     
  13. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    All are good stocks. Dewan Housing is at rock bottom price of 1x Book and so risk level is also low.
     
  14. Raghav Bhutoria

    Raghav Bhutoria New Member

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    Thanks. I hope they will turn out to be multibaggers.
     
  15. anand76

    anand76 New Member

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    Ppap automotive,kakatia , jasch,nile , shilp gravior,verdhman tex. buy for good returns.
     
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  16. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    ITC
    CEAT TYRE
    NOCIL
    ALKYL AMINES CHEMICALS
     
  17. G_One

    G_One Member

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    Natco Pharma
    Minda
    Capital First
    ABFRL

    Out of question, but one that i am counting on as 5th is Syngene.

    Cheers
    G1
     
  18. billionaire mind

    billionaire mind New Member

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    Go for
    Page industries
    Symphony
    associated alcohol and breweries
    s p apparels
     
  19. dineshkapoor27

    dineshkapoor27 Active Member

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    vinati organics, Max Ventures, JBM Auto and Deccan Gold for me.
     
  20. Ravikumar

    Ravikumar Active Member

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    L&T Finance Holdings, Anjani Portland Cement, Syngene, KPR Mills
     
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