10 Stocks You Should Have In Your Portfolio

by Shabbir Bhimani on February 11, 2010

When it comes to making money in equity you should always think of shuffling your portfolio. Static portfolio will not lead you to good wealth and current dip was (and is) a good time to do the same. I will share some of the stocks which I purchased recently. These are suggestions from My brokers (ICICI and Motilal Oswal combined) over a long period of time.

  1. Royal Orchid
  2. Indian Hotels Co Ltd
  3. Mercator Lines
  4. GVK Power & Infra
  5. HCL Technologies
  6. Dish TV
  7. Opto Circuit
  8. EDUCOMP
  9. Power Trading Company – PTC
  10. Visa Steel

So what is your A list of stocks that you would like to share here for others.

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{ 52 comments… read them below or add one }

Subal Burman February 11, 2010 at 3:54 pm

Hi Shabbir,
It would certainly help me if you can put a tentative price (or price range) at which one should considering entering the listed equities. Sharing my list of stocks :

Cox & Kings
ITC
NHPC
Dish TV

Reply

Shabbir Bhimani February 11, 2010 at 7:21 pm

Price is not the aim and if you have the list dips are the best price to get in.

I am not of the believe that 10 times its earnings is cheaper than 12 or even 8

Also Cox and Kings is also my favorite but have not added more after the IPO. I think I should.

Reply

khalid February 15, 2010 at 4:22 pm

Hi Shabbir,
I think you should share your entering level in your stocks so it would be more easier to enter for us. My recent picks are…

Suzlon Energy
Praj Industries

Reply

Shabbir Bhimani February 16, 2010 at 9:43 am

Khalid, I don’t do that because I don’t want people to buy because I suggest them to buy but what I would like to prefer is have them decide what is the best level to get into the stock. That is the whole point because Buy at X and sell at Y without any luck or reason ha no value.

Reply

Tukaram February 17, 2010 at 11:36 pm

Hi Shabbir,

For intraday trading which stocks will you suggest? Currently I am looking after Hind Copper. Please guide me the better way of trading in Intraday.

Reply

Shabbir Bhimani February 18, 2010 at 8:52 am

I don’t recommend trading for anybody who themselves don’t do it because if you take tips from others to trade I am damn sure you will not be able to enter at levels recommended.

Reply

NILOY February 18, 2010 at 4:31 am

Hi Shabbir

Nice note on the 10 stocks you should have in your portfolio.
I can surely say that I have earned OK returns in these stocks back in 2008.
Mercator Lines
HCL Technologies
EDUCOMP
But I am waiting for the downwards trend after budget to go heavy on the ones listed after some due diligence :)

I have a stock specific question : XL Telecom

I got it for 280 and now the share lies at 38/- Not sure what to do, Please throw some light

Reply

Shabbir Bhimani February 18, 2010 at 8:53 am

Niloy, You can do things. If its a handsome amount sell it or else forget it as a loss.

Reply

aneeta deshmukh February 18, 2010 at 3:18 pm

hi shabbir,
i would like to buy hindustan copper, nmdc, gmdc for short term upto a month.
which ones do u suggest?

also should i buy right now when the market is down or should i wait till before the budget of should i buy after the budget?

also i would like to know whether i should put my money in one single stock or buy 4-5 different stocks? i have one lakh to invest.
should i invest in the REC FPO?
waitng for ur response asap.
thanku
aneeta deshmukh

Reply

Shabbir Bhimani February 18, 2010 at 7:12 pm

Aneeta, I do not track the stocks you mentioned and so I will not be able to comment but yes REC FPO is a good one at the lower end price and if you search my blog few days back I sold REC close to 200+

Reply

Hitesh February 18, 2010 at 5:42 pm

Hi Shabbir,

i had invested Rs.10000 in Lotus India Agile Tax Fund in Dec 2007. However I need to know the latest NAV of this scheme, so when i type scheme name in google it shows references of Religare.
Is Religare and Lotus India one and the same thing or what ?

Hitesh

Reply

Shabbir Bhimani February 18, 2010 at 7:16 pm

There is no Lotus Agile Fund in the market and yes Religare looks the same but you can contact the customer support number on your fund statement and confirm on the same. You can even ask for the latest statement and that will be of the name Religare.

Reply

Subal Burman February 19, 2010 at 9:50 am

Hi Shabbir,

The floor price of REC has been fixed at Rs 203 for retail investors. Does this mean that I as a retail investor will get shares at Rs. 203 only. There is no price range mentioned in NSE’s site (like lower end, higher end & cut-off). Is it worth applying at this price ??

Subal

Reply

Shabbir Bhimani February 19, 2010 at 2:16 pm

No there is a price band and 203 is the floor price as you mentioned.

Reply

Deepak February 22, 2010 at 11:01 am

Hi Shabbir,

Im new to stocks, I have planned to invest in stocks.

Im looking for long term investment stocks.

Ive been doing some research and analysis on stocks but require your guidance. Please suggest some of them that I could invest on.

Thanks,
Deepak

Reply

Shabbir Bhimani February 22, 2010 at 12:18 pm

Deepak I always suggest stocks for the long term only.

Reply

Kena February 22, 2010 at 2:19 pm

Shabbir,

Dish tv is falling from the last one month, any input on this?

Kena

Reply

Shabbir Bhimani February 22, 2010 at 6:01 pm

With the market stocks should fall

Reply

sandeep February 22, 2010 at 4:48 pm

hi

which is this the right time to buy bharti airtel shares.

thanx
sandeep

Reply

sandeep February 22, 2010 at 4:51 pm

hi
as im new invester pls suggest

which is this the right time to buy bharti airtel shares.

before budget or after budget

thanx
sandeep

Reply

Shabbir Bhimani February 22, 2010 at 6:01 pm

I think Bharti is not a stock for good gains for some time to come.

Reply

tim tenza February 23, 2010 at 2:59 am

It seems like everywhere I look, there’s another list of which stocks I should buy and which trading system I should use. I’m thinking just forget about individual stocks and trade stock indexes and use this system that even increased the return on the best mutual fund of the decade.

Reply

Hitesh February 23, 2010 at 4:48 pm

Hi Shabbir,

I want to invest money for my child’s education. I am looking to invest @ 10000 annually and the term is 18 years. I thought of investing in any LIC policies but then the returns are very low. Can u suggest me some good options ?

Hitesh

Reply

Shabbir Bhimani February 23, 2010 at 5:40 pm

Hitesh I would suggest you read the following – http://shabbir.in/where-should-i-invest/

Reply

Hitesh February 25, 2010 at 3:06 pm

Hi Shabbir,

1) How to compare the mutual funds ? Suppose i want to invest in tax saving funds and the nav of one fund is 85 and nav of ohter is 25, so should i invest in the one with the lowest nav as i will get more units
2) Also when i see the performance of funds , it shows returns for annual basis as 103%. does it mean that for every unit i received a year back , the value of that unit is 103 times ?

Hitesh

Reply

Shabbir Bhimani February 25, 2010 at 8:23 pm

Hitesh, The Nav value is of no value but the return a fund has given over last few years and why? Also 103% does not mean same as 103 times.

Reply

Hitesh February 26, 2010 at 10:32 am

Hi Shabbir

Reference to my previous query ,
if the returns of a fund shows 103% over a period of year, what does it mean in terms of money value ?
If i have invested rs.100, what is the value after a year ?

Hitesh

Reply

Shabbir Bhimani February 26, 2010 at 1:36 pm

Approximately 206 Rs.

Reply

Hitesh February 26, 2010 at 4:53 pm

Shabbir

Thanks for that.

Also i am planning to invest in the “highest nav over 7 years” fund category.Is is a good sceme ?
If yes,Can u suggest me, which fund house should i prefer and also are there any hidden points in such type of schemes ?

Hitesh

Reply

Shabbir Bhimani February 26, 2010 at 6:23 pm

No its not a good scheme because its mostly like an FD

Reply

Subal Burman March 11, 2010 at 11:03 pm

Hi Shabbir,

Can you share your views on NMDC FPO, IL&FS transport and Pradeep Overseas ipo ?? Should one apply in any one of them .

Subal

Reply

Shabbir Bhimani March 12, 2010 at 8:47 am

They do not interests me much as of now Subal.

Reply

sandeep March 13, 2010 at 2:24 pm

hi shabbir ,

i have recently invested in sesa goa [45 at 446.90.]
normally bse and nse price doesnt have much difference.but in this case
i see huge difference in these two graph history .why is it so i didnt get answer im confused .im planning for long term .should i hold or quit.

sandeep

Reply

Shabbir Bhimani March 13, 2010 at 8:37 pm

That is not the level to be buying for long term even and regarding your query about difference in price see http://shabbir.in/trading-in-arbitrage/

Reply

superwiz March 13, 2010 at 9:16 pm

Hello Shabbir,
I bought 1000 MTNL @ Rs.157/-, now it is trading between Rs.70-80/- which is almost half of the my investment price.Please let me know whether to hold it for some time or sell it off or to average it.
Thanks u
Superwiz

Reply

Shabbir Bhimani March 14, 2010 at 9:43 am

Superwiz, you have to take my advice with a pinch of salt. I see you have 3 issues with your investment.

Bought MTNL as a stock when you have large caps in that sector tumbling like anything.
1p/sec is even too much a charge now and so communication as a sector is not for investment anymore.
I do not see a single reason to hold MTNL when the large cap like BHARTI/RCOM are unable to give you returns.

Reply

superwiz March 14, 2010 at 7:40 pm

Thanks a lot Shabbir for your advise.I have to digest the loss because of my wrong investment.

Could you please suggest me a good scrip for a long term investment (1-3 years).

Thank u
Superwiz

Reply

Shabbir Bhimani March 15, 2010 at 8:39 am

The 10 above are all good bet for me.

Reply

Manish March 21, 2010 at 11:23 am

I have excess cash around 5 lacs in saving account. I want to make short term investment (maximum 6 months ) in stock or MF. I am single and 29 years old.Good risk apetite.Any suggestion?

Reply

Religare Enterprises March 22, 2010 at 7:57 pm

Hi Hitesh,

Lotus Mutual Fund was taken over by Religare Mutual Fund and all the schemes with Lotus were changed to Religare. Thus, Lotus Agile Tax Plan is renamed as Religare Agile Tax Plan. To know more please write to customer.feedback@religare.in.

Regards,
The Religare Customer Care Team

http://www.facebook.com/Religare.Enterprises
http://twitter.com/religare_rel

Reply

Pradipta April 8, 2010 at 12:26 pm

Hi Shabbir,

I’m regularly investing Rs10000 in mutual funds through SIP. My piks are following
(1)FRANKLIN TEMPLETON BLUECHIP FUND – GROWTH(Rs2000)
(2)HDFC PRUDENCE FUND – GROWTH PLAN (Rs1000)
(3)BIRLA SUN LIFE FRONTLINE EQUITY FUND – GROWTH(Rs2000)
(4)HDFC TOP 200 FUND – GROWTH PLAN(Rs2000)
(5)RELIANCE REGULAR SAVINGS FUND-EQUITY PLAN-GROWTH OPTION(Rs2000)
(6)RELIANCE REGULAR SAVINGS FUND-HYBRID PLAN-GROWTH OPTION(Rs1000)

Could you just review that my piks are correct or i should change.
I’m 35 yr old and can take risk for high growth funds.

Thanks
Pradipta

Reply

Shabbir Bhimani April 8, 2010 at 5:09 pm

You have not gone for the best funds of Reliance and that is Reliance Vision and Growth.

Also I think you should have a midcap fund like a Sundaram BNP Paribas.

Reply

Syed Moosa May 31, 2010 at 11:17 am

Hi Shabbir,

This is first time, I am having conversion with you, I would like to know about the my list of stock, which I picked up after seeing for whole 2 months. Please advise me about the list.

1. GVK Power
2. Torrent Power
3. Madhucon PRojects.
4. Gujarat NRE Coke
5. Exide
6. Cummins
7. Pantaloon Retail
8. Vadilal Industries.
9. PRovogue
10. Kirloskar Engines

Reply

Shabbir Bhimani May 31, 2010 at 8:27 pm

Syed Moosa, I do not trade in all but some looks really good. What is your horizon.

Reply

Pradeep July 16, 2010 at 8:11 pm

Hi Shabbir,

The information that you are providing is helping me a lot in understanding the ideas on stocks.

The 10 stocks that you have mentioned is it still worth to buy this month (by July end). Please suggest. Or if you have any other options please let me know.

Thanks,

Pradeep

Reply

Shabbir Bhimani July 17, 2010 at 8:11 am

Pradeep, I have suggested all time good stocks and you can buy them anytime but at what level you are comfortable buying them should be the question. I think in July you should not be buying more as market is not having a direction upward.

Reply

Sampad Roy August 10, 2010 at 1:52 pm

Hi Shabbir,
If I start trading now (in Aug ’10), do you think the most of 10 picks mentioned by you still hold good for long term or would you like to suggest some re-shuffling/ alteration on the list?.. I am considering the horizon of 1-3 years.

Thanks and regards,
Sampad

Reply

Shabbir Bhimani August 10, 2010 at 1:59 pm

Sampad, The stocks I shared are good for all time but the levels at which you buy in Aug 2010 may not be the right level to be into those stocks.

Reply

salm December 1, 2010 at 8:31 am

Hi

Where I can find :

–All time high price of a stock.
–52 week’s high price of a stock.

I read Inelligent Investor last week as you suggested. It is a good book but there is no much about technical analysis. Any good and easy to understand book on technical analysis you have to suggest?

Reply

Shabbir Bhimani December 1, 2010 at 9:03 am

I use Yahoo Finance graph to get them and about the book I also could not find great book about tech analysis and so I am writing myself in free time.

Reply

Rajan March 17, 2012 at 8:55 pm

Dear Sir.
When the market was doing well in 2010, I purchased shares of sterlite, DLF and Ranbaxy each 100 but I am unable to make profit until now. Can you please advise what to do with the aforementioned stocks? Your suggestion will give me solace i am sure of it.
Please advise me accordingly.

thanks
Rajan

Reply

Shabbir Bhimani March 18, 2012 at 10:37 am

Rajan,

You are holding those stocks for very long time and so my assumption is you have invested them fundamentally and I don’t track those stocks and so cannot comment on their fundamentals but I will definitely try to explain each of those stock in details technically.

DLF – See the charts of DLF for last 2 years. It was forming lows each time but for last 6 months it has touched 175 twice but has not broken that levels suggesting a clear support levels and so I would suggest if you can trade in this stock by either buying at support or selling at the 240 odd levels you can recover your money. Remember again trading is the best way in DLF.

Sterlite industries – Sterlite industries had a very good support at around 150 levels for quite some time but it breached that support level in august 2011 and then it is forming lows all the time suggesting you may need very long to recover your money.

Ranbaxy – Ranbaxy has been forming lower lows for last 8 odd months and so I don’t think it can also recover you the needed money.

I hope it helps.

Reply

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