Companies one can buy in 2011
I like several ultra micro caps right now but I cannot disclose them for several reasons, including I am not invested, they require active monitoring, their inclusion has to be balanced from a portfolio perspective etc.
The ones I feel can return 20%+ cagr over next two – three year period if bought as a portfolio are:
LIC Housing Finance
TTK Healthcare and Prestige, both
Gujarat Reclaim and Rubber Products
SB of Travancore
J & K Bank
Astral Poly Technik
I do NOT think Simran Farms should be averaged for those who asked. Seeking change just for activity can cause more damage than benefit, best stocks may be the ones you have and know a good deal about. I also feel that no stock should have more than 20% weight in portfolio, of course I do not comply to it myself on occasions 🙂 AK Capital and Panama Petrochem can surprise on upside, LIC HF is strongest of all.
All the best