Portfolio Choices – Courtesy mail from Arunachalam Krishnamurthy

Equity market is up up up
There are lots of index touching 10k or 12k and even 18k (as per one technical analyst in BUSINESS STANDARD ) in few years time. I am not predicting the index But if index goes up the following are the scrips to watch and hold to get good returns. Analyse and buy them on declines (if you are convinced) and be a LONG TERM INVESTOR and not short term speculator Good luck and all the best

THESE STOCKS ARE ALSO GOOD TO BUY AND HOLD FOR A SECURED RETIREMENT LIFE
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Best for portfolio  (10 best)  by  equity master/personalfn

INFOSYS
L & T
RANBAXY
GLAXO PHARMA
SBI
ZEE TELE
GUJARAT AMBUJA
TVS MOTOR
BHARATI TELEVENTURES
BHARAT FORGE

ICICI BEST FOR NEXT 1 YEAR (MANY OF WHICH  following given) stocks for 2006

INFOSYS
SBI
ZEE TELE
BHARATI TELEVENTURES
BHARAT FORGE
M&M
WOCKHARDT
TATA MOTOR

UTI BEST stocks 2005

BHEL
SBI
SAIL
INFOSYS
GUJARAT AMBUJA
BHARAT FORGE
TISCO
M&M
NICHOLAS PIRAMAL
WOCKHARDT
UNION BANK

ASIA 50 BEST (list of indian companies in it)

ONGC
TISCO
RELIANCE
TATA MOTOR
L&T
INFOSYS

EQUITY MASTER 5 STOCKS FOR RETIREMENT

ASIAN PAINTS
INDIAN HOTEL
SBI
TATA POWER
HINDUSTAN LEVER

Fidelity top 5 holdings (biggest mf in world now in India)

RELIANCE
SBI
ONGC  (also GAIL)
BHARATI TELE
ZEE

Golden peacock award  winners (2005)

ONGC
NTPC
ITC
LIC
PRITISH NANDY COMMN

5 most owned stocks in MUTUAL FINDS in Indian  (in number of funds)

SBI INFOSYS BHEL  ONGC ACC
            or
SBI INFOSYS RELIANCE GRASIM ACC (in terms of value)

7 TOP BANKS

SBI
ICICI BANK
PNB
CANARA
BOB
BOI
IDBI BANK

Forbes list of 20 best small asian companies

The Indian companies making the cut are
Asian Paints,
Ballarpur Industries,
Balrampur Chini Mills,
Bharat Forge,
Cipla,
Dabur India,
Essel Propack,
GE Shipping,
HDFC Bank,
Hinduja TMT,
IPCA Laboratories,
Indian Hume Pipe,
JB Chemicals and Pharmaceuticals,
Kesoram Industries,
Nagarjuna Construction,
Nicholas Piramal,
Satyam Computer Services,
Sun Pharma,
Thermax and
Zee Telefilms

Rakesh Jhunjuwala stocks

As a professional stock broker, Rakesh Jhunjhunwala is known as a canny investor in companies who often takes a long-term view of their future prospects. Mumbai-based Jhunjhunwala holds stakes in a clutch of companies and banks, including Crisil,  Karur Vysya Bank, Titan, Matrix, Lupin, Geometric Software Solutions, Praj Industries, BEML, Nagarjuna Construction, Bharat Electronics, Bilcare and the IDBI. The TopsGrup consists of Tops Securities Ltd, Tops Sequipments Ltd, Territorial Guards India Pvt Ltd, Tailormade Facilities Management (I) Pvt Ltd, Tops Security UK Ltd and Tops group Middle-East LLC.

sharekhan 2006 scrips

Container Corporation of India
Crompton Greaves
ITC
M & M
Orient Papers
Sanghvi Movers
Satyam
SKF India
TIL
TV18
Ultra Tech Cement
UTI Bank

BUSINESS LINE STOCKS FOR 2005
The way ahead: For 2005, we remain positive on the prospects of the banking, technology, cement, metals and pharma sectors.
We will be watching with interest
ICICI Bank, Kotak Mahindra and UTI Bank in the banking space, TCS and Infosys from the technology domain, Gujarat Ambuja and Shree Cement from the cement arena, Hindalco and Tata Steel in the metals business, and a basket of Nicholas Piramal, Sun Pharma, Aventis. Cipla and Ranbaxy to piggyback on the pharma theme

Tata group
The Tata companies had made significant overseas acquisitions in the recent past. Tata Motors had acquired the Daewoo Commercial Vehicle Company last year. Tata Steel had acquired NatSteel of Singapore, with a presence in several Asian countries, including China. TCS has made a number of acquisitions overseas, the latest being a Chilean BPO firm.

Top 20 profit making companies  (in decreasing order)

ongc
ioc
ril
sail
hpcl
tisco
bpcl
itc
hll
hindalco
tata motor
hero honda
kochi refiners
maruti
l&t
mrpl
chennai petroleum
ipcl
ibp
adani exports

Businessman of year  – BUSINESS INDIA
(the aim of giving this is all these companies are professional that is why CEO is chosen)

He joins an exclusive club of corporate achievers. The previous winners of Business India Businessman of the Year award are:

1982 — Ajit N Haksar, Chairman, Emeritus, ITC
1983 — Russi Mody, Chairman, Tata Steel
1984 — H. P. Nanda, Chairman, Escorts
1985 — Rahul Bajaj, Chairman, Bajaj Auto
1986 — Ashok S. Ganguly, Chairman, Hindustan Lever
1987 — V. Krishnamurthy, Chairman, SAIL
1988 — Sumant Moolgaokar, Chairman, TELCO
1989 — Keshub Mahindra, Chairman, Mahindra & Mahindra
1990 — Aditya V Birla, Chairman, Grasim Industries
1991 — Ratan Tata, Chairman, Tata Sons
1992 — N. Vaghul, Chairman, ICICI
1993 — Dhirubhai Ambani, Chairman, Reliance Industries
1994 — Brij Mohan Lall Munjal, Chairman, Hero Group
1995 — Suresh Krishna, Chairman, Sundram Fasteners
1996 — Deepak Parekh- Chairman, HDFC
1997 — Mukesh Ambani, Chairman, Reliance Industries, and Anil Ambani, Vice Chairman, Reliance Industries
1998 — Parvinder Singh, Chairman, Ranbaxy Laboratories
1999 — N R Narayana Murthy, Chairman, Infosys Technologies
2000 — Azim Premji,  Chairman, Wipro
2001 — Dr Anji Reddy, Chairman, Dr. Reddy’s Laboratories
2002 — Sunil Bharti Mittal, Chairman & Group Managing Director, Bharti Enterprises
2003 — Kumar Mangalam Birla, Chairman, Aditya Birla Group
2004  – Ramdorai. CEO,  TCS

India 24 gems by FORBES (rising Asian firms)
24 Indian cos in Forbes Global list  (2004)  List of 100 (best under a billion)

The Indian companies listed are
Aurobindo Pharma, Balrampur Chini Mills, Bharat Forge, Cipla, Corporation Bank, Essel Propack, Graphite India, Gujarat Ambuja Cement, HDFC Bank, i-flex Solutions, Indian Hume Pipe, IPCA Laboratories, J&K Bank, JB Chemicals and Pharmaceuticals, Jubilant Organosys, MphasiS BFL, Neyveli Lignite Corporation, Nicholas Piramal India, Oriental Bank of Commerce, Satyam Computers, Sesa Goa, Shanthi Gears, Sun Pharmaceuticals and Zee Tele Films.

Asia Pacific region. India is next only to the UK with 31 entries in Asia and Europe combined. all trading under $1 billion a year  in revenue with five-year returns on capital of at least five per cent

India respected 10 companies    (IMRB survey)

1  Infosys Technologies
2  Reliance Industries
3   Wipro
4   Hindustan Lever
5   Maruti Udyog
6  Dr. Reddy’s Laboratories
7   HDFC Bank
8   Jet Airway
9  ICICI Bank
10  Ranbaxy Laboratories

top 10 market cap companies

O N G C
Reliance Inds.
ntpc
tcs
Infosys Tech.
bharati tele
itc
wipro
sbi
icici bank

businessweek top 1000 companies (indian in them) BusinessWeek list has 8 Indian firms (based on market capitalisation)

Eight Indian companies, led by the
Oil & Natural Gas Corporation,
figure among the top 1,000 companies listed by BusinessWeek magazine. The ranking is based on market capitalisation on May 31, 2004. Apart from ONGC, the other companies to figure in the list are Reliance Industries, Indian Oil Corporation, Wipro, Infosys Technologies, Hindustan Lever, Bharti Tele-Ventures State Bank of India.

BUSINESS STANDARD STOCKS for 2005

indian rayon
vsnl
shree cement
siemens
glaxo

Finally ARUN’s choices for best

TCS
SBI
L&T
BHEL
GLAXO PHARMA
BHARAT FORGE
ONGC
RELIANCE

+  some good Tata and Birla Companies (which are becoming global)

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