Stock for next gen-2040

friends share which stocks will create wealth for next generation of ours by investing now. target of 2040 is arrived by adding 25 years to 2016. ie, long term view/ big picture in 2040

 

My long term story is L&T Finance Holdings - It will be a Bajaj finance if you keep it for minimum 20 years.keep it for your grand children without disturbing it. Parent company is strong and we know its story.

All the best !!!

 

great pick. thanks. Finance is a great business to invest in. investing thru sip will be more practical. i think

 

i think all banks will fall under this category of investment.

 

what will be the sectors to look for with a view of 2040. friends?

 

Colgate Palmolive (BSE : 500830 ), Ashok Leyland (BSE : 500477), L & T (BSE : 500510)

 

I am tech savvy and work in technology field, so I feel that technology has a bright future. IoT esp. will redefine the way we live. Exceptional changes are going to happen in auto space with new emission norms, which will lead to disruption in auto ancillaries and auto parts space. Other disruption will be internet connectivity to all in the future, thereby people will consume heavy audio visual content. Content is king in this space, so content creating/distribution companies are going to gain.

By bets would be something like Tata Elxsi (or any other IoT product company which will list in the future), Eros/Shemaroo.

 

you mean entertainment industry as a whole. right. yes i also thinks similarly.
eros will be a good bet. cmp 169
shemaroo cmp 303
tips cmp 68

 

other sector i like with long term view is logistics. which will b the co.s to look for?

 

iot things. which areas/co.s will benefit ?

 

@w4wealth IoT is still a relatively new technology. Tata Elxsi is a good IoT bet. I expect more product companies to come up. Actually, Bosch will be another company to watch out for. I know that they are investing and contributing in the IoT standardization team.

 

Will also bet on Water Treatment companies.....Water crisis will be the major problem in Asia going forward. These companies will also emerge...I see Va Tech Wabag as of now and more to follow....I guess ITD Cementation is also there but I don't follow it so closely...

 

Thanks for bringing up this topic!.. I had the same query.

Another addition to the list:

I believe Power Sector for India will be back in focus. With the huge demand (Not only in Generation, but also transmission & Distribution) this will be a great sector!.

Need to figure out if it should be pure play generation companies, financing outfits or the ancillaries. Currently My pick is REC and PFC. REC is trading at 055 BV/Share @ Rs 160/-. Believe REC has a long way to go in terms of funding this entire sector esp. the PSU's. Renewables focus and financing is going to be another 10 year story. These stocks are at their lowest in the last 5 years and BV has increased at a CAGR of 15%.

The current dividend yield is 6.5% and will hold this for another 10 years. My prediction is that REC will have a BV of close to 650-700 by 2020 - 2021. This is for my kids!

 

Completely agree with you on water treatment!... Great area...

 

what attracted you to these picks?

 

which logistics co. will benefit?

 

Next idea is on Renewable Energy......this sector is not organized as of now...Need to unearth the right picks for huge wealth formation.....

 

Added very small quantities of Va Tech Wabag in SIP mode....lets start the journey today....thanks to w4wealth for starting this...

 

AWesome!... All the best....

Do you know any broker that will allow you to buy stocks in a SIP mode - I understand that Zerodha was planning something similar to this. Sharekhan as well I guess..

 

renewable energy is right sector to look for. suzlon cmp 14 and inox wind cmp 248 may be right bets.
@Ravikumar what about energy producer companies?