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Aug 8, 2010

All time favorite stocks

Bharti - grow with it, might be less profitable going forward
Amruthanjan - good dividends, great brand, zero growth, no profitability increases
Exide - ride the auto boom with the leading battery maker, medium growth prospects, could expand to other geos later
Greaves Cotton - like it for its regular dividend and consistent profits. Nice prospects as well going forward due to latest technology. Almost zero long term debt
Sun TV - south india based zero debt powerful media group with political connections and great business. Huge reserves and lot of growth - organic and inorganic growth
Natural Capsules - Normal steady growth, good and regular dividend, low (not zero) debt, maintaining margins and ROCE's.
Tata Sponge Iron - huge reserves and zero debt, well run profitable company
Indian Bank - Parameters match what HDFC bank had 5 years ago. cant match HDFC bank's growth, but hoping would do half as good.

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