Bharat Bijlee - Results are coming up, should be a good one, but not as good as expected a year back. Valuations looks very reasonable at around 11 P/E (excluding the cash/investment value of the stock) and sales team is doing an amazing job of keeping the order book full.
Larsen & Toubro - One of the best stock in the Indian markets. An expensive stock, but considering that they are planning to separate out around 11 verticals and strong growth in the sectors the company has presence, the earnings multiples look okay.
Reliance Power - This is my speculative bet. Fundamentals take a back seat here.
DLF Limited - Best real estate stock in the index. Period. Probably a very good long term pick. I will pick up some more stocks as and when an opportunity arise.
Some of the better ones in 2008 could be NTPC, SBI, HDFC, ICICI Bank, JP Associates, BHEL, Jindal Saw, Reliance Energy, Reliance Industries, ABB, Mundra Port & SEZ, On Mobile, MIC Electronics, Jindal Steel & Power, ONGC etc.
2 comments:
No post for a week. Bahut busy kya? Dev
who will update this .....? ?
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