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Another winning portfolio for this year

manoj gupta's picture
Submitted by manoj gupta on April 25, 2010 - 12:28

Stocks are expensive again and it's not easy to find bargains . I looked around and tried to find some long term pick with key theme. While short term risk can be there long term these are winning stocks.

I am picking on infrastrcture, fmcg and solid brands with good margin themes.

1) Kalpataru Power Transmission 

We all know very well that power sector needs more and increased reforms to trim gape between demand and supply. This power needs to be trasmitted that will require transmission towers. Kalpataru is in business of power transmission and gets benefitted from investment in power sector directly.

Another company to look at KEC International

2) Motialal Oswal Financial Services
At p/e of 17 and market cap of 2300 Cr , motialal oswal is not a bad investment. Consider that it has 0 debt and solid track records .

3) Marico Ltd 
FMCG is long term theme and Marico has some great brands inclding safola and Parachute , Nihar and Hair and Care.
Sales are growing at 15% and low level of debt makes it a unique investment opportunity for 5 year portfolio.




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