Stocks which will not fail to deliver

1.ICICI Bank & SBI from current levels to go up & up....
2 L&T finanace & IDFC Bank both stocks will spend more time on these levels but will be star performer in future
3.Coal India will continue to grow inspite of OFS on corner.
4.Swaraj Engine will outperform sensex
5.UCO bank and IFCI will steal the show.
6.Aries Agro & RCF will prove their worth.
7.TISCO & Hindalco will be favourite in next rally.
8.NTPC,Powergrid,PTC India ,Indiabulls power will be favourite and enter bull run after 7 years
9.Anant Raj & HDIL too may steal the show.

All are requested to post their views...I am invested in these stocks as a disclosure pl.

 

In 8. you mentioned indiabulls power. Are you sure? Indiabulls housing and indiabulls realestate were recently in news and their stocks were also in demand. So these stocks can perform in future. But indiabulls power? Not heard of.

 

Why no Pharma stocks even though they performed for several years consistently? Large cap and midcap Pharma stocks names deserve to be added here.

 

How much upside you expect and in how many years? It should be clears in your mind It will help you in waiting patiently.

 

Is there any excitement left in IFCI ?
I used to hold IFCI in last bull run and was holding it for some time , at last sold with good profit .
A lot of stories related to banking license, its holdings n all used to fly around .
Thanks,
Prashant

 

Request you to stay away from state owned, public sector companies specially in power sector .
Their aim is not to make investors rich, they are always used by governments in the interest of public .
You can check their price movement charts for a decade .
Thanks,
Prashant

 

See Govt can hike its stake ,,,thats the key plus itsd networth or NPAs are set to perform.

 

Today there is a meeting scheduled with FM plus 7th pay commission will boost banking...NPAs are discounted in prices.

 

I am withdrawing Hindalco and adding Adani ports & SEZ due to sensex being revamped

 

I just learnt that the name of Indiabulls Power has changed to
RattanIndia Power
(BSE: 533122 NSE: RTNPOWER)

 

any stock from FMCG space??

 

Colgate, Britania

 

ITC.....

 

many of those will fail to deliver, at most they will be good trading bets
PSU's like pointed out by other users will be used by the owner for their advantage and will only give decent returns
UCO, IFCI - not happening
LT Finance Holdings, IDFC Bank - will frustrate

 

Which are your ideas?

 

i'm honestly selling all that we have across accounts and will be starting again Jan 2016
ideas - not a subscriber to any of the famous investors - by the time you hear those stories, most of the money has been made
i'm happy if we get some bargain buys like during Aug 24, 2015 carnage to buy at absolutely cheap prices
our long term bets remain with the blue chips for various reasons and looking at few mid caps with decent growth but good management/owners
if you ask me for stock specific ideas, i can't tell you now because there's a lot of liquidation and churning

will be applying in upcoming IPOs and FPOs

 

Dear Longterm Right,
instead of this why cant you look for approach to choose growth stocks in various sectors where money will flow.

Solar power related companies
Fashion /Garments
Textile
Pharma
Auto or Auto ancillary (proxy play for growth)
Infra stocks (Proxy play, cement, cranes/JCB/Heavy machines businesses)
Housing finance companies.
IT stocks which will benefit from smart city initiative (stocks which can replicate vakrangee)
Logistic stocks which will benefit from online retailer boom
Proxy stocks which benefit from construction activities (plywood, sanitary ware etc ).
Companies that are benefited with lower crude prices.

I know this is top down approach, but here you will have more possibility of hitting multibaggers and generating better returns.

There are already lot of micro/small cap good companies in these sectors which are discovered by investors.
We have to keep in mind, in great American gold rush, its supply store merchants who made more money than miners .

Thanks & Regards,
Prashant

 

Dear BombayBoy,
are you expecting another Jan crash in 2016 ?
Are you tracking VIX index or PE of US stocks ?
Kindly share your knowledge .

Thanks & Regards,
Prashant

 

Hi Prashant,

I am following some boards and the VIX was up (went up to 20). Also in the past decade, most of the time the US markets have given a negative return over the holiday period. The US Fed interest rate hike is also an event to consider after years of low rates. As much as I wished to trade in US stocks, I haven't done it yet and my father won't let me for various reasons.

I'm expecting volatility, not a crash. If the corporate performance continues to disappoint, won't be surprised with a crash. Also selling all of the holding to start afresh because we've a lot of crap scattered across various demat accounts too.

Best,
BB