Well, well, the worst seems to be over! Those of you who have managed to outlast the storm, congratulations on your endurance and patience! Now is the time to reap dividends! Those of you waiting to enter the market won't have any difficulty in timing the market at this stage! Most of the momentum stocks have taken a severe beating! Here are my picks for the next 2 months:
A) IT Stocks
1) Infosys
2) Wipro
3) TCS
B) Realty / Infrastructure
1) Parsvnath Developers
2) Ganesh Housing
3) Srei Infrastructure
4) Marg Constructions
5) DLF
C) Financial Services
1) IndiaBulls Financial Services
2) Motilal Oswal
3) Edelweiss
D) Auto
1) Maruti Suzuki
2) Tata Motors
3) Bajaj Auto
E) Pharma
1) Ranbaxy
2) Aurobindo Pharma
3) Sun Pharma
4) Jupiter Biosciences
F) Shooters
1) Reliance, Reliance and Reliance -- From RNRL to the forthcoming Reliance Power IPO, the Reliance pack is set to shine bright even in 2008! Expect a phoenix-like rise for these stocks in the coming days! Also, watch out for Neyveli Lignite; expect it to increase exponentially!!
G) Telecom
1) Bharti Airtel
2) RCOM
H) Aviation
1) Jet Airways
I) POWER STOCKS --- Anything with POWER behind it should be bought at the current levels! Jokes apart guys, the power stocks have taken a severe beating in the last few days and there was never a better time to get into these stocks than now! Expect strong recovery in the Power sector at least till the debut of the Reliance Power stock on the markets in the first week of Feb.. Additionally, with Reliance Power filing a request with the SEBI to expediate allottment to QIBs (Qualified Institutional Buyers, MIND IT!!), $12 billion is expected to be returned to them.. If normal sense prevails, then ideally this money should flow back into the markets, helping the markets recover from the lows of the last few days!
Disclosure: It would be prudent to assume that I own or have an interest in one or more of these stocks (not all of them, MIND IT)!! hey hey, just in case, no one takes me wrongly! Also, please understand that these are not the only stocks which will shine in the forthcoming days. There are a few more interesting companies; however, base your investment on your own research and understanding of the stock! Invest in these companies with an investment horizon of 3 years..
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