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

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?

 

bajaj finserv
mcx
Heritage foods
Abfrl

 

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.

 

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.

 

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

 

right said...till CB Naidu is CM i will hold..

 

Then how it is 10 year portfolio for buy and forget

 

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.

 

TCPL Packaging
Indo Count
Torrent Pharma
Dewan Housing

 

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

 

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

 

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

 

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

 

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

 

Ppap automotive,kakatia , jasch,nile , shilp gravior,verdhman tex. buy for good returns.

 

ITC
CEAT TYRE
NOCIL
ALKYL AMINES CHEMICALS

 

Natco Pharma
Minda
Capital First
ABFRL

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

Cheers
G1

 

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

 

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

 

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