Building Up A Portfolio At A 7000 Level

[ssnkumar]

Supratik/Narendra

Can you list out fundamentally good stocks that we can buy at current levels ? There must be some good stocks to buy after the recent fall... can you please recommend such stocks.

~Mahesh

There are many such good scrips available at attractive prices.
Even if the price has moved up after the crash, these are still good to buy:
1. Jayprakash Associates.
2. Unitech
3. Crompton Greaves
4. Kohinoor Brodcasting
5. ICICI Bank
6. Axis Bank
7. JK Lakshmi Cement
8. Reliance Industries
9. Mundra Port
10. GMDC
11. Petronet LNG
12. Gujarat State Petronet LNG
13. Pondy Oxides

Some of the above scrips are from midcap and small cap categories.
They have the potential to give very good returns in medium term.
But, if the market gets hit, these are the ones that get hit more.
So, everything depends on your risk appetite and you will be the only person responsible for your picks.

-Narendra

 

[silverbyte]

What about HEG? Is it a recommended buy for a period of 12-18 months (currently trading at 340)

 

[supratik]

Hi All,

Sorry for delayd response,
All our stocks depreciated by 30-40%, they do look cheap. It is not time that we pump in all our money. A year of recession is lying ahead. Hedge your positions and stay on 30% cash.

Enter on declines and play short term.

Thanks and Regards
Supratik

 

[bhargavhalani]

Supratik

What's your view on Aurobindo Pharam?

-Bhargav

 

[pnbalaji]

Any views on Allahabad bank? I could see that this is recommended at few sites.

Thanks,
Balaji.

 

[praveen taneja]

stay away from banking sector for the time being

 

[techy_rich]

Markets are back at 9000 levels. any ideas for building the portfolio?