1. Nestle - forget daily ups and down, enjoy dividends. FMCG is here to stay forever.
2. Ranbaxy - 70% market in untapped, rural India. Best pharma company should be given preference.
3. NTPC/NHPC depends upon your choice which you'll opt. Every tom dick and Nitish is talking about "Vikas". Where 70% people get bijli for less than 12 hours, assume where these will stand.
4. State Bank Of India - highest branches, highest land bank, highest money surplus and best growth story. Looks expensive at current level.
5. Punj Lloyd - a good order book but bad a/c book currently. Multibagger at lower levels.
6. LnT - Bridges, roads, dams, power house - LnT gets most orders.
7. Reliance Industries - Have to say something on this too?
8. Hero Honda/Bajaj/MnM - Auto has great future in rural India where these people still have not opened shops.
9. Engineer India/NMDC - Underdog psu. You can't overlook thier requirement in Indian growth story.
10 - Kingfisher/Spicejet - 30% jump in passenger last quarter and people were ready to pay 35k for Mumbai-Delhi. KFA books look dubious and full of debts but thier growth story is intact. You don't have choice as of now, to fly.
I'm not advising anyone to buy these I'm just letting my top 10 picks for future. Of these I hold NTPC at average of 206, Reliance Ind at 618 (after split), Nestle at 2400 and will buy others on correction as all looks streched.
2. Ranbaxy - 70% market in untapped, rural India. Best pharma company should be given preference.
3. NTPC/NHPC depends upon your choice which you'll opt. Every tom dick and Nitish is talking about "Vikas". Where 70% people get bijli for less than 12 hours, assume where these will stand.
4. State Bank Of India - highest branches, highest land bank, highest money surplus and best growth story. Looks expensive at current level.
5. Punj Lloyd - a good order book but bad a/c book currently. Multibagger at lower levels.
6. LnT - Bridges, roads, dams, power house - LnT gets most orders.
7. Reliance Industries - Have to say something on this too?
8. Hero Honda/Bajaj/MnM - Auto has great future in rural India where these people still have not opened shops.
9. Engineer India/NMDC - Underdog psu. You can't overlook thier requirement in Indian growth story.
10 - Kingfisher/Spicejet - 30% jump in passenger last quarter and people were ready to pay 35k for Mumbai-Delhi. KFA books look dubious and full of debts but thier growth story is intact. You don't have choice as of now, to fly.
I'm not advising anyone to buy these I'm just letting my top 10 picks for future. Of these I hold NTPC at average of 206, Reliance Ind at 618 (after split), Nestle at 2400 and will buy others on correction as all looks streched.
