Portfolio - Rethink

Solo Companies:	Remarks
Financial Technologies	No competitor in commodity trading
Honeywell Automation	Best security solutions
Hindustan Dorr-Oliver	Unique business model
Mundra Port	Only listed port company
Niche Companies
Bartronics	Huge order book
Opto Circuits
GEI Industrial Systems	Best business model
MIC Electronics
Nitin Fire Protection
Moser Baer	Giant in solar space
Ion Exchange India	You need patience
Geodesic
Praj industries
Navin Flourine International
Petronet LNG
BF Utilities
Time Technoplast
Bilcare
eClerx
3M India
Manugraph India
Micro Inks
Velsuvius
Astra Microwave
Zicom Security
Compact Disc
Education:
Educomp Solutions	Growing on steroids
Core Projects and Technologies
Everonn Systems
3i Infotech
NIIT
Aptech
Electric Vehicles:
Tube Investments of India
Electrotherm	Largest electric vehicle manufacturer
Wind Energy:
Suzlon Energy
Indowind Energy
All-Rounders:
Larsen and Toubro	Best professionally managed company
Reliance Infra
Punj Lloyd	It may surprise us in 2010
BHEL	Government support
GMR Infra	Rumors of Congress scion stake
GVK Power and Infra
Lanco Infra	Huge political clout
Adani Enterprises
Siemens India
Aditya Birla Nuvo
Jai Prakash Associates	Safe all-rounder
PSU Power Companies:	Best stocks for conservative investors
Rural Electric Corporation
Power Trading Corporation
Power Finance Corporation
BHEL
NTPC
PowerGrid
NHPC	Invest in IPO
Power Utilities:	Huge potential for massive growth
Jyoti Structures
Kalpataru Power
KEC International
Voltamp Transformers
KEI Industries
Indotech Transformers
Usha Martin
Transformers and Rectifiers
Genus Power Infrastructure
Power:
Areva T&D	Nuclear heavyweight
Nyeveli Lignite Corporation	Stake sale. Will DMK allow?
Reliance Power	You need patience
Adani Power	Invest in IPO
NHPC	Invest in IPO
Tata Power
BGR Energy
Crompton Greeves
CESC
Jindal Steel and Power
Power Services:
ICSA	Safe business model
Kalyani Systel
Rating Agencies:	Must for conservative investors
ICRA
CRISIL
Infrastructure:
Alstom Projects	Wonderful stock
Nagarjuna Construction	Andhra Government backup
IVRCL Infra	Huge orderbook
Sanghvi Movers	Largest crane company in india
Simplex Infra
Sintex Industries
Patel Engineering
Unity Infra
HCC	Very good Q4 results
Gammon Infrastructure
IRB Infrastructure	Very good Q4 results
Madhucon
Elecon Engineering
Action Construction
Sadbhav Engineering
Maytas Infra	AP Government may save it
Consolidated Construction
McNally Bharat Engineering
JMC Projects India
C and C Constructions
Marg
Kirloskar Oil Engines
Atlas Copco
Ahluwalia Contracts India
Railways:	Railway budget time
Kalindee Rail Nirman	L&T has huge stake
Thermax
Titagarh Wagons
Stone India
Oil and Gas:
Reliance Industries
Cairn India
Shiv Vani Oil and Gas
SELAN Exploration Technologies
GAIL India	Only for conservative investors
Indraprastha Gas
Gujarat State Petronet
Dolphin Offshore
Aban offshore
HPCL
BPCL
IOC
ONGC
Garware offshore
Oil India	Invest in IPO
Everest Kanto Cylinder
Gujarat Gas
Kirloskar Pneumatic
Castrol India
PSU Banks:
State Bank of India	Giant in the making
Bank of India	Fast growing
Bank of Baroda	Superb Q4 results
Punjab National Bank
Karur Vysya Bank
Union Bank of India
Oriental Bank of Commerce
Corporation Bank
Andhra Bank	Wonderful Q4 results
Indian Bank
Allahabad Bank
Finance Powerhouses:
Reliance Capital	Planning for insurance IPO
HDFC
Indiabulls Financial Services
IFCI
IDFC
Bajaj Holdings and Investment
Private Banks:
ICICI Bank
Axis Bank	Best private sector bank
Yes Bank	Good growth
HDFC Bank
IndusInd Bank	Turnaround story
Federal Bank
Dena Bank
ING Vysya Bank
Kotak Mahindra Bank
Insurance:	Waiting for Reforms
Max New York Life Insurance
Reliance Life Insurance	IPO but bad Rpower memory
Finance Companies:
Shriram Transport Finance	Best managed company
SREI Inftastructure Finance
LIC Housing Finance
Broking and Financials:	Bad time but contra picks
Religare
Edelweiss Capital
Indiabulls Securities
Motilal Oswal
India Infoline
Agricultural Stocks
Rallis India	Best Agricultural stock
Lakshmi Energy and Foods
Jain Irrigation
United Phosphorus
KS Oils
Temptation Foods
Agrotech Foods
Karuturi Global
Ruchi Soya Industries
Sugar Stocks:
EID Parry	Cheap sugar stock
Shree Renuka Sugars
Bannari Amman Sugars
Balrampur Chini Mills
Bajaj Hindustan
Seeds:	Good growth opportunities
Advanta India
Monsanto
Bayer Cropscience
Kaveri Seeds
Fertilisers and Chemicals	Good hopes on this sector
Chambal Fertilisers	Favorite of mutual funds
Nagarjuna Fertilisers
Coromandel Fertilisers	Favorite of Mutual funds
GNFC
Rashtriya Chemicals
Tata Chemicals
Zuari Industries
Gujarat State Fertilisers
Gujarat FlouroChemicals	Unique business model
Deepak Fertilisers	Wonderful Q4 results
Himadri Chemicals
PSU Companies	Best stocks for conservative investors
BEL
BEML
Container Corporation
Dredging Corporation
Telecom:	VAS Companies will rule
Bharti Airtel
Reliance Communications
MTNL
Tulip Telecom	Good business lies ahead
OnMobile
Tanla Solutions
Tata Communications
Idea Cellular
Geodesic
Media:	Over Hype but less returns
Sun TV
UTV Software
HT Media
Jagran Prakashan
Deccan Chronicle
Zee Entertainment
Zee News
TV Today
TV18
Network 18
Cement:
ACC
Shree Cement
Panyam Cement
India Cements
Grasim
Ultratech Cement
Kesoram Cement
Madras Cements
Steel:
SAIL
Jindal Steel and Power
JSW Steel
Tata Steel
Bhushan Steel
Mining and Metals	Will give good returns over long term
NMDC
Gujarat NRE Coke
Hindustan Zinc
Sesa Goa
Sterlite
NALCO	Sure disinvestment candidate
Hindalco
NavBharat Ventures
GMDC
Rain Commodities
Goa Carbon
Pipes:	Strange sector. All are good stocks
Welspun Gujarat
PSL Limited
Maharashtra Seamless
Jindal SAW
Real Estate:	Will rule once again in 2010-11
DLF
Unitech
HDIL
Sobha Developers
Mahindra Lifespaces
Indiabulls Realestate
Retail:	Long term potential. No doubt.
Pantaloon Retail
Titan Industries
Trent
Vishal Retail
Jewellary:
Gitanjali Gems
Rajesh Exports
Shipping and Ports:
Mundra Port	Must have stock in a growth portfolio
Bharti Shipyard	Best stock for long term value investors
ABG Shipyard
Mercator Lines
Shipping Corporation of India
GE Shipping
SEAMEC	Wonderful Q4 results
Logistics:
Transport Corporation TCIL
Gateway Distriparks
Arshiya International
Blue-Dart
GATI
Auto:
Hero Honda	Best auto stock but valuations
Mahindra and Mahindra
Maruti Suzuki India
Tata Motors
SKF India
Punjab Tractors
Exide Industries
BL Kashyap
Bharat Forge
Bosch
Eicher Motors
Amararaja Batteries
MRF
Apollo Tyres
Amtek Auto
Ashok Leyland
IT Stocks
Mphasis	Best IT stock
Mind Tree
Tech Mahindra
Oracle Financial Services	MNC support
Infosys
Wipro
TCS
HCL Infosystems
Allied Digital Services
Infotech Enterprises
Cummins India
Rolta India
Pharma and Helath	MNCs are must for long term investors
Pfizer India
Novartis India
Sun Pharma
Glenmark Pharma	Closely watch this scrip
Fresenius Kabi Oncology	May be a de-listing candidate
Lupin
Glaxo Smithkline Pharma	Best for conservative investors
Cipla
Atrazeneca Pharma
Fortis Healthcare	Good growth but valuations...
Ranbaxy Laboratories	Best Contra stocks for long term
Cadila Healthcare
IPCA Laboratories
Aventis Pharma
Biocon	Only talk without result
CRAMS:
Divis Labs
Dishman Pharma
Nicholas piramal
Jubilant Organosys
FMCG:	Enter into them when stocks are falling
Asian Paints
Marico
Nestle
HUL
GSK Consumber Goods
Godrej Consumber Goods
Dabur India
Pidilite Industries
Colgate Palmolive
Tata Coffee
Britannia Industries
Jyothy Laboratories
Air Conditioners:
Voltas
Blue Star
Tea:
Tata Tea
McLeod Russel
Paper:
Ballarpur Industries
Orient Paper
Travel and Hospitality:
Indian Hotels	Best Contra stock for conservative investors
EIH Hotels
Country Club India
Hotel Leela
Taj GVK Hotels
Airways:	Glamorous sectors are worst for investment
Jet Airways
Kingfisher Airlines
Beverages:
United Breweries
United Spirits
Radico Khaitan
Champagne India
Shah Wallace
Penny Stocks:	At your own risk
IKF Technologies
Bisleri Gujarat
Textiles:	Famous sector in 90's but outdated now
Bombay Rayon Fashions	Best stock in worst sector
Alok Industries
Himatsingka Seide
Raymond
Bombay Dyeing
Arvind
Hanung Toys and Textiles
Ceramics:
Carborundum Universal
Entertainment:	Good days will come
Adlabs
PVR
Speculative History:
Core projects
Reliance Petroleum
Pyramid Saimira
Jai Corp
Maytas Infra
RNRL
JPL Securities
Teledata Informatics
Adlabs
RIIL
Akruti City