please review my portfolio

I have following stocks in my portfolio
heritage food @310
vivimed labs @180
Tata motor dvr @245
l&t @ 1650
MCX @1000
city union bank @100
phoenix lamp @115
rolta @125
Tata steel @305
Aban offshore @275
tvtoday @205
dbcorp@ 315

Apart from that i am interested in buying HSIL, DHFL, Banco products, Sudarshan chemical


please suggest

 

Dear sandeep1802

Your stock selection is very good ...ALL Stocks are good

please review on " DB Corp " again

please add "good pharma stock " also .....

ALL THE BEST

 

T

thanks Rama
pharma stocks are so expensive
please advice any good pharma stock at reasonable price...
btw i am having Biocon @ 425

 

Biocon is a very good stock ...go a head brother ...

I am also having this stock in my portfolio ......

 

I suggest JB Chem. it is well managed co at reasonable valuation. There is recent reco by HDFC Sec

https://hdfcsec.com/Share-Market-Research/Research-Details/StockReports/3014583

TARGET PRICE IS RS. 330 in 1 to 2 month as per HDFC

 

thanks Rama
biocon is good but why it is not moving...
are u tracking vaibhav global

 

thnx srouta...will check it

 

In my view Biocon is a good stock because It is having very good management
and Best research planning also ....

vaibhav global is good but some of prom stake is in pledge ... stock valuations are very High

last year promoter increased their stake and foreign promoter also increase his stake nearly 15 %

 

Biocon is a niche player in the world of biosimilar .... Which are like the generic versions of biologic (advanced 3rd/4th generation drugs) but not easy to replicate and long periods before approvals come through.

biocon i feel will go through the roof when its pipeline bears fruit in EU and USA. Hold on tight. Biologics and biosimilars are the future of Pharma

 

Reasonably priced pharma shares - granules, fdc, jb chemicals can all be looked at, though both granules and fdc are up 30-40% in the last months. But long term all there have the potential of atleast 20-25% CAGR

 

@sandeep1802, i would suggest you review two more stocks - aban and rolta

Rolta for all the hype one hears about it, it hasnt seen any traction. Infact if i am not mistaken its fallen in the last 12 months. Bad report from one analyst - accuses of accounting fraud and shortchanging bondholders.

Aban - not sure of its prospects given the depressed oil prices

 

thnx sachin
will definitely review ...

 

I am very bullish on City Union Bank in pvt banks as its having clean balance sheet compare to others but it is not moving with market....any particular reason....????