Best Stocks – Aggressive Investors

A stock which looks great in my perspective might be a risky investment for someone else. So, I thought of giving a list of stocks based on my understanding about different risk profiles.

• Aggressive Investors
• Defensive Investors
• Moderate Investors (Mixed Risk Profile)
• Value or Contrarian Investors

Graham has given some methodologies to select stocks based on the risk profile in the book “Intelligent Investor”. I have included few of them in selecting this list along with my own inputs as the situation we are in is bit different from what he had experienced then.

Who are Aggressive Investors?

You can consider yourself as an Aggressive Investor if you have the following attitude(s).

1) Willing to take enough risk to realize greater returns even losing some principal in the process if things do not go in your way
2) Concentrating on stocks that have significant potential for growth
3) 80 – 90 % investments in Individual Stocks and Stock related Mutual Funds
4) Close to 70 % of investments in Growth Stocks

So, Aggressive Investors just love to through their hat to fight anything that come in their way and they sure know what they are risking.
List of Best Stocks – Aggressive Investors

I will list out the stocks based on the sector it belongs to. Though aggressive investors mostly opt for growth stocks, they also buy few defensive stocks. So, I will include few defensive bets as well. I certainly followed some rules in selecting these stocks, but I request everyone to analyze more about these stocks before making any decision on it.

Banking / Finance

• HDFC Bank
• ICICI Bank
• Axis Bank
• Yes Bank
• Reliance Capital

Pharmaceuticals

• Lupin Limited
• Glenmark Pharmaceuticals
• Divis Laboratories
• Venus Remedies

Engineering / Electronics

• Larsen & ToubroPunj Lloyd
• Elecon EngineeringLakshmi Machine Works
• Bharat BijleeBGR Energy Systems
• HEG LimitedMIC Electronics
• ThermaxSadbhav Engineering
• Praj IndustriesTitagarh Wagons

Software / Services

• Wipro Limited
• Oracle Financial Services
• Rolta India
• Compact Disc India Limited or Moser Baer
• ICSA India Limited or Allied Digital or CMC Limited

Shipping / Offshore

• ABG Shipyard
• Bharathi Shipyard
• Aban Offshore
• Shiv-vani Oil and Gas Exploration

Real Estate / Construction

• DLF Limited
• IVRCL Infrastructure
• Jaiprakash Associates
• HDIL
• Unitech

Power

• Reliance Power
• Suzlon Energy
• Reliance Infrastructure
• Torrent Power
• Kalpataru Power

Agriculture / Fertilizers / Chemicals

• Jain Irrigation
• Kaveri Seeds
• Rallis India Limited
• Chambal Fertilizers and Chemicals
• Deepak Fertilizers
• Gujarat State Fertilizer Corporation
• Lakshmi Energy and Food Limited
• Clariant Chemicals or Savita Chemicals
• Jindal Poly Films

Textiles / Retail

• Pantaloon Retail
• Vishal Retail
• Koutons Retail
• Gokaldas Exports
• Alok Industries

Diversified / Cement

• Adiya Birla Nuvo
• Voltas
• Sintex Industries
• Ultratech Cement
• Shree Cements

Steel

• Welspun Gujarat Stahl Rohren
• Sesa Goa Limited
• Bhushan Steel

Telecom / Technology

• Reliance Communication
• Tulip Telecom
• Geodesic or Tanla Solutions
• GTL Limited
• Financial Technologies

Others

• Rajesh Exports
• Gitanjali Gems
• JVL Agro Industries
• Cairn India Limited
• Adani Enterprises
• Ess Dee Aluminium Limited
• Parekh Aluminex
• Opto Circuits India
• Aegis Logistics
• Bartronics India

By Kumaran Seenivasan (www.stockanalysisonline.com)