20 stocks to beat the best diversified mutual fund in the market (Long term - PART 2)

Thanks for your kind note and I will try to pen my thoughts on a long term portfolio based on your suggestions..but please do not ask for individual entry price and target. I will give my opinions based on my perception on these scripts w,r,t. fundamentals mostly and future growth potential. So, I will just put a YES or NO as per my perception againt your list; this may differ from your perception and what finally happens.

 

But the scripts I have selected below have really good growth potential for the future. So these 20 stocks have been carefully selected to beat the best diversified equity based mutual fund in the market.

 

One more important thing: My horizon is next 3-4 years. I cannot predict what can happen in next 15 years.

 

          1)  Axis Bank...NO..I will substitute with UNION BANK OF INDIA

          2)  Yes Bank...YES.

          3)  Shriram Transport finance...YES

          4)  LIC Housing Finance..YES

          5)  Jsw Energy...NEUTRAL...I will substitute with NHPC

          6)  Lupin...YES, but I will add INDSWFT LABS

          7)  Rallis.. I will substitute with JSW STEEL 

.         8)  Coromandel International...NEUTRAL..I will substitute with KAVERI SEEDS and JAIN IRRIGATION.

          9)  Titan....YES

         10)  Torrent Power...I WILL SUBSTITUTE with SKS MICRO FINANCE

         11)  VIP Industries...YES, but I will add BATA

         12)   Crompton Greaves...I WILL SUBSTITUTE WITH ITC

         13)   Voltas...NO, I WILL SUBSTITUE WITH AQUA LOGISTICS

         14)   L&T...NO, I WILL SUBSTITUTE WITH JOCIL and BIOCON

         15)   Asian paints...YES, I would also add TATA MOTORS

           16)   Others which are very close to meeting the top 20 list: PAREKH ALUMINEX, VENKEYS, TILAKNAGAR INDUSTRIES, V-GUARD, TTK PRESTIGE AND EXIDE.

On Sat, Sep 25, 2010 at 12:23 AM, ___ wrote:

Hello Sir,

I am a keen follower of your picks, although i dont necessarily buy all your calls. But i would like to build a long term portfolio, and my main aim is to beat the best equity diversified mutual fund in the market. I just wanted your brief opinion on the followong picks of mine if i am willing to hold them for the next 15 years.

          1)  Axis Bank.

          2)  Yes Bank.

          3)  Shriram Transport finance.

          4)  LIC Housing.

          5)  Jsw Energy.

          6)  Lupin.

          7)  Rallis  

.         8)  Coromandel International.

          9)  Titan.

         10)  Torrent Power.

         11)  VIP Industries.

         12)   Crompton Greaves.

         13)   Voltas.

         14)   L&T.

         15)   Asian paints.

 

I would like to reiterate that i intend to keep these 15 stocks in my portfolio for the next 15 years, i therefore need your valuable advice as to which stock to add or remove from my portfolio for the long term.