Well Indian markets are butchered by the selling pressure of the FII'S and RBI's rate hike.But as Warrenn Buffett points out in his annual letter that we should ignore macro hindwinds and instead look for good stocks.Well we have stocks getting cheaper and cheaper as their earnings grow .Bad times and good times never last for forever there will be an end to this bear and we will start moving up .Now the point is nobody knows when markets will turn around So we should buy in diversify manners.Some of the stocks which are good for long term are.
1. PAGE INDUSTRIES-Well they sell Jockey brand in India.This year entered an agreement with speedo also.The cotton prices have cooled off and Page increased prices of their undergarments in order to absorb the rise in prices of cotton.So for this full year the results will be good.
2. PI INDUSTRIES-PI Industries Ltd is in the business of – Agri inputs, Fine Chemicals (CRAMS - Contract Research and Manufacturing Services).Well we are now sure of one thing indian inflation is due to lack in supply of vegetables and agricultural material.So In order to increase the productivity government may soon announce farmer friendly schemes to increase agricultural production.
This will lead to very good results from PI industries.
3. TALWALKARS BETTER VALUE FITNESS -Well all the stocks related to consumption are enjoying a premium .Talwalkars are expanding quiet fast and sooner or later their profit margins and business will increase as income is increasing .People are more health conscious and Talwalkars is doing a great job.Just look at people's review .http://www.facebook.com/TalwalkarsIndia?sk=wall at Talwalkars wall page .The stock is all set to give good results .
4.HDFC BANK-The next stock on our radar is HDFC bank as the rate cycle is almost over.We expect HDFC to perform better.HDFC have utilised their assets very well.
5.CRAVATEX-Investors with high risk taking abilities can buy this stock they have the license of FILA for indian operations .The market cap is very small . people The PE and EPS both are expected to increase thus it can provide very good results One should allot maximum of 1 % of their portfolio to this stock
6.AKZO NOBEL-This is the cheapest stock in the paint industry .The dividend is quiet good .Just look at it's 10 year chart it's amazing.It has constantly delivered good results.They own dulux brand.The comapany is increasing production.As the crude oil prices cool off their profit margins will increase.
1. PAGE INDUSTRIES-Well they sell Jockey brand in India.This year entered an agreement with speedo also.The cotton prices have cooled off and Page increased prices of their undergarments in order to absorb the rise in prices of cotton.So for this full year the results will be good.
2. PI INDUSTRIES-PI Industries Ltd is in the business of – Agri inputs, Fine Chemicals (CRAMS - Contract Research and Manufacturing Services).Well we are now sure of one thing indian inflation is due to lack in supply of vegetables and agricultural material.So In order to increase the productivity government may soon announce farmer friendly schemes to increase agricultural production.
This will lead to very good results from PI industries.
3. TALWALKARS BETTER VALUE FITNESS -Well all the stocks related to consumption are enjoying a premium .Talwalkars are expanding quiet fast and sooner or later their profit margins and business will increase as income is increasing .People are more health conscious and Talwalkars is doing a great job.Just look at people's review .http://www.facebook.com/TalwalkarsIndia?sk=wall at Talwalkars wall page .The stock is all set to give good results .
4.HDFC BANK-The next stock on our radar is HDFC bank as the rate cycle is almost over.We expect HDFC to perform better.HDFC have utilised their assets very well.
5.CRAVATEX-Investors with high risk taking abilities can buy this stock they have the license of FILA for indian operations .The market cap is very small . people The PE and EPS both are expected to increase thus it can provide very good results One should allot maximum of 1 % of their portfolio to this stock
6.AKZO NOBEL-This is the cheapest stock in the paint industry .The dividend is quiet good .Just look at it's 10 year chart it's amazing.It has constantly delivered good results.They own dulux brand.The comapany is increasing production.As the crude oil prices cool off their profit margins will increase.
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