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Suggestion on below stocks for wealth creation which stocks needs to selected?

Discussion in 'Investment Analysis' started by manickarajan, Sep 16, 2016.

  1. manickarajan

    manickarajan Responder

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    Aro Granite Industries
    Ganesha Ecosphere
    Pondy Oxides & Chemicals
    Radico Khaitan
    Tyche Industries
    Ultramarine and Pigments
    United Drilling Tools





     
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  2. shabbir

    shabbir Administrator Staff Member

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    Can you share some insight on each of those like why you are considering those for wealth creation and what is the timeline you are looking to invest in them
     
  3. shabbir

    shabbir Administrator Staff Member

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    • Ultramarine and Pigments
    • United Drilling Tools
    Looks ok and rest have very high debt which is an avoid unless you know those debt can be taken care of very easily.
     
  4. manickarajan

    manickarajan Responder

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    I have selected based on various suggestion from moneycontrol and economic times..

    please suggest 5 good stocks for longterm wealth creation..I am planning to add in sip method..

    Any view on GMDC,ONGC,ITC for the same
     
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  5. caringvij

    caringvij Active Member

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  6. caringvij

    caringvij Active Member

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    I am giving check list for selecting stocks for long term investment from the book unusual billionaire
    Industry attractive ness
    1. Whether industry controlled by govt , you don't prefer govt controlled
    2.what are competitive industries, what is the competitive edge of selected company vis a vis competition
    3.growth potential
    4. Monopoly
    5.industry intensity
    6. Focus on future
    7.value to share holders
    Management
    8. Political connection of promoters
    9.any diversion of profit
    10. Good governance
    11. promoters greedy ( example sun TV promoters salary 143cr visa is zee TV promoters salary 6.79 Cr for same profit of 860 Cr of funds 16
    12.do promoters focus on core business
    13. Company doing innovations
    14. Is company promoting brand
    15.company architecture that is company's relation with customers, suppliers stake holders
    16. Strategic assets intellectual property, physical property, licenses etc
    17 Roce greater than 15 percent

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  7. shabbir

    shabbir Administrator Staff Member

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    I avoid any stocks where the profits are linked to Govt policies like ONGC or ITC where tobacco is taxed or even PSU where people don't focus on being efficient to increase profits and so all the three stocks are an avoid for me.

    Now coming back to your question of suggesting 5 and I will suggest you 10 to select from.
    1. Asian Paints
    2. Marico
    3. Jubilant LifeScience / Cadila Healthcare
    4. Nestle / Jubilant Foodworks
    5. Britannia
    6. Zydus Wellness
    7. Pidilite
    8. Page Industries
    9. Astral Poly
    These are my personal favorites and you will see my portfolio ( http://shabbir.in/portfolio ) being built around these stocks only.
     
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  8. shabbir

    shabbir Administrator Staff Member

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    Awesome list and great contribution to the community.
     
  9. manickarajan

    manickarajan Responder

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    Sorry I have few more clarifications.

    Asian Paints or Berger or Nerolac

    HUL or Dabur or Marico
     
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  10. caringvij

    caringvij Active Member

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    Asian paints is a moat company. Definitely I will vote for it. But I will not buy it at current cmp 1167 for long term investment. When it corrects heavily then it may be come a attractive buy. It is a buy at what price is important.

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  11. nirajshah

    nirajshah Champion

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    Agree. It was at 750 in past 6 months abd that was a good accumulation point. We should wait for dips ti buy in these companies

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  12. nirajshah

    nirajshah Champion

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    My vote for Asian Paints and Marico

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  13. moorthi_rt

    moorthi_rt New Member

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    Shabbir, how about adding bajaj finance/ HDFC bank to the above list? I was looking for such a list and you have provided :). Thank you so much.
     
  14. shabbir

    shabbir Administrator Staff Member

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    Overvalued as of now.
     
  15. nirajshah

    nirajshah Champion

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  16. shabbir

    shabbir Administrator Staff Member

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    Yes it is and so you have not seen me adding lot more even when the stock is down by 7% and is around 950 now.