If you are allowed to hold only one stock in your portfolio for next three years,what will be that.

I belive that one should invest into around 20 diversified stock portfolio and no stock should be more than 10% . But if I ask a hypothetical question that you are allowed to keep only one stock in your portfolio and you can not change it for next three years,What will be name of your stock.So name only one stock you are most confident of making money and ready to buy truck loads if you have money.

 

In that case i would prefer a diversified business like Balmer Lawrie.

 

my pick is karnataka bank 100 % allocation.

 

Rel infra

 

Suzlon

 

What about yourself sir? You should mention your choice too

 

Maruti Suzuki, with HDFC Bank a close second ..

 

@ Mr kharb. .Mr Kharb's choice,as I can guess,is Rel Cap.of which I also confident for multibagger returns in long term.

 

I

I am realy confused ,in this situation would endorse Mr Shakti Khanduri for betting on my behalf.

 

Sir, this is leg pulling !

 

Shakti Khanduri ji & Kharb ji Both are very senior most Investors
this is only communication gap forget this ....

 

My best stock is Karnataka Bank

 

@ Mr kharb , @Mr. RAMA MURTHY SASTRY CHALLA .MAY BE MY ASSERTION WAS NOT PROPERLY EXPRESSED BY ME. My mistake. .My comment was made in lighter vein(humourous).I know Nr kharb was just joking when he made that remark about my selection on his behalf. How can I match his knowledge and expertise in investing.I harbour no false notion about me.

 

Dear Shakti Khanduri,I really could not decide (till you decided for me) which stock in my portfolio will out smart rest of stocks in next three years .In my view DCB,DHFL,Rel Capital will surely double in three years.But Virender Sehwag in my portfolio is Rel Capital,for which every target is possible if this bull run continue (Although stock has its own risk of unpredictablty like Sahwag but I think bad patch of (out of form) is already over and I expect Quick fire works from this in form Sultan of Dalal Street).There is no recommendation to buy any stock discussed any where by me in this forum ,all posts are just for mutual discussion.

 

yes , Relcap is good ....
i am waiting for one good stock in financial sector from" Aditya Birla Group " ...
" Birla Financial Services " which is demerge in future .....
in my view it is my best investment in future , i am waiting for that beautiful stock
from Grasim + Aditya Birla Nuvo stock merger and birla financial demerger
they want to list in market also ..... it may take some months ....
it manages ...Mutual funds , PMS Services and NBFC also

 

in my view Karnataka Bank is very reasonable valuations in private banking , but infuse slowly in stock corrections , in my view 3 - 4 years stock may raise double ....

 

Sir,I am feeiing honoured by your HUMILITY& KINDNESS. Thanks.

 

I would say TCI Express, the logistics player, considering the GST and future prospects

I also agree with you on Rel Cap and Aditya Birla Financial Services post merger, I will also add Piramal to the list which will also demerge its financial services. One common about all these stocks are that they all will demerge their Financial / NBFCs arm very soon which will unlock huge value. They also have very good management and parent company which can make them grow multi-fold.

Disclosure: I hold all these stocks

 

Ajay Piramil also known for his proven value investing acumen. I wiil wait for dmerger.

 

I will choose Piramal Enterprise. A large conglomerate with diverse business. It's large cap in making.

Waiting for good opportunity to enter into it.