Secular growth stocks with 5+ year horizon suitable for 10%+ of PF

Very good point. I would choose:

Cholamandalam Fin
Relaxo
Ashiana
Atul Auto
Century Plyboard
Granules
Repco

ALL VERY SAFE STOCK WITH BEST QUALITY

 

1. Eicher motors
2. Granules India
3. Ajanta pharma
4. Sun pharma
5. Motherson sumi
6.Aarti drugs
7. Ashiana housing
8. Torrent pharma
9. Lupin
10. Britannia

 

1. Aurobindo Pharma: Wealth generator, Enjoys 20% ROCE and 28% ROE.
2. Torrent Pharma:Great earning momentum
3.Granules:Least risky stock, wealth generator for long run, Daljeet,basant MOST likings.
4.McDowell: brand power, market leadership, able managment

 

Others are:
Kotak bank
NOCIL
Lupin
Repco Avanti feeds
STAR
GRUH

 

Hi I am having indiabulls housing finance. in this qtr results were good. But now I have doubt about its EPS growth. Because cmp gives hefty dividend and then dilute equity to raise capital for further expansion. Is this really good for retail investors. Because in sep 15 qtr profit grew by 21% but eps growth was negative as they diluted equity. Is this similar for all these kind of all financing companies or banks.

 

No. Serial diluters of equity can never create wealth. It is the worst thing to keep continuous issue of equity.

 

Why do you say this?

 

your view on borosil glass and gmdc for long term

 

Why you say this

 

I heard Ramesh Damani once say that companies which dilute equity should be avoided because EPS is lowered and if P/E is same then price has to fall.

If you think of stockholders’ equity as the shareholders’ pie, each share of stock represents a slice. If you add more shares, each slice gets smaller -- each share has a smaller claim on the earnings of the company. In this circumstance, dilution of earnings per share can occur, which may or may not disadvantage existing shareholders. In all cases, dilution will cause a stock’s price to fall, at least in the short run, because earning per share drops due to the additional shares.

https://finance.zacks.com/dilution-stocks-7493.html

The Dangers Of Share Dilution

 

my list of future multibaggers include:
1) Heritage Foods
2) TV Today
3) MCX
4) Sterlite Tech
5) Sudarshan Chemical
6) Rel capital
7) Phoenix Lamp
8) Treehouse Education

Please shrare your views on above stocks....

 

Could you also set out at least a two line investment thesis on each stock?

 

1) Heritage Foods
while going through their AR, they want to increase their revenue by 3 times (From 2000 cr to 6000cr) till 2020 and they want to achieve this target by increasing contribution from their Value added products like Icecream, energy drinks which are having a high profit margin.
And ace investor Dolly khanna and kamal kabra are invested in it so give you confidence.

2) TV Today
It is having clean balance sheet and market leader in their segment. Jab tak Modi ji aur Kejriwal power mein hain Media stocks will perform because both of them are greatest SHOWMAN
And ace investor Ramesh Damani and radhakishan damani are invested in it..

3) MCX
niche segment, high entry barriers, huge growth potential and finally FMC will be under SEBI....
At present it is down as all commodities prices are down and thats why volumes are down.. once commodities market improve MCX will run...
And biggest positive for stock is that now new promoters are in ....Uday Kotak, Rakesh Jhunjhunwala, Ramesh Damani.....

4) Sterlite Tech
Gov push on digitalisation... growing internet users...will increase the demand of optical fibre....
Least manufacturing cost among global peers...currently less penetration in india so huge opportunities...clean balance sheet...

 

can someone put light on ricoh

 

Ricoh... Is positioned as one of those turnaround stories. Stock got battered in the august carnage ( i entered then) but since has appreciated over 30%.

Results i think are today. Would suggest take a look at the quarterly resuls before investing.

 

sachin any idea abt Sharon bio I m thinking of investing

 

Hi All, Please provide information regarding Banking Stocks. When the Banks will be Boosted in Market.

 

Dena Bank is a well capitalized psu bank. Other psu banks require capitalization. Still, SBI, the largest psu bank in india, looks good.

 

in Banking segment, bet on city union bank...well capitalised and SME foccussed bank

 

Which is fundamentally strong but undervalued cement stock, which can fetch good anount of returns?