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My two new stock picks

rahul das's picture
Submitted by rahul das on April 30, 2010 - 05:07

1. Allcargo Ltd

Apart of logistic division I am attracted towards its equipment rental business. They have solid portfolio of heavy equipment used by infrastrcture development .

2. Marico Ltd

FMCG player , good brands. My main reasoning for investemnt is not a value pick but more of a long term pick. Some of the brands like Saffola and Kaya will derive good earnings and protect bottom line and profitability of Marico. Additionaly i like management who is showing a long term vision by focusing on Brand building right from beginning . They bought Parachute from Bombay oil company that shows the vision of management.


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About rahul das

Author is Investment strategist at top 5 broking firm based in Mumbai.

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