Back again with the stocks to buy!!

U.S. markets opened in the positive for the second successive trading session and if recent data and the incentives announced to revive the economy are to be believed, then the fears of the U.S. economy slipping into an recession have been blown away for some time. Despite the poor show of the Reliance Power IPO and lack of investors' interest in the IPOs post the Reliance Power issue, the Indian markets look set to gain some lost ground in the coming days. A careful analysis of the large, mid and the small caps will help you make a killing and pick up some cheap stocks at a heavy discount! So here are my picks, which I expect to do well in the first half of this year.. So, get set readers, the Sensex is ready to put on the rocket boosters and make a high jump!!!!!!!!! Here are my picks for the forthcoming months:


1) NTPC -- http://www.ntpc.co.in/


With an installed generating capacity of over 28,ooo MW and with expansions plans to raise the generating capacity to over 50,000 MW by 2012, this goveernment-owned power company is set to grab a major chunk of the $250 billion which is going to be pumped into India for the improvement of the country's infrastructure. Much better valued and placed than either Reliance Power and Tata Motors, shares of this undervalued company may prove to be the real diamonds in one's portfolio.



2) Ranbaxy -- http://www.ranbaxy.com/


One of the Indian Pharmaceutical giants, this company is set to grow via acquisitions and unlock the value inherent in the company via demergers. It is a good defensive stock to own in one's portfolio. Sample this: In the last 1 month, when the market has corrected by over 25%, this stock fell by only 5%.. just goes to show the fundamentals of this stock! Truly, a gem to treasure.


3) DLF -- http://www.dlf.in/


Please forgive me if I'm misconstruing a lot of statistics and facts when I state that DLF is the FACE of the Indian Realty Sector. An innovator, a great thinker, a trend setter and an inspirer, DLF has delivered results where others have only promised! With the proposed listing of the company's Real Estate Investment Trust on the Singapore Stock exchange (SGX) by June 2008, this realty giant will give you the BANG for your bucks!


4) Indiabulls Financial Services (ILFS) -- http://www.indiabulls.com/


Almost all the financial services sector are diversifying into other arenas and markets, none will be able to match the speed of diversity with which ILFS will consolidate its hold in the financial services sector to carve out a niche for itself in lucrative arenas like infrastructure, casino and gambling.. This seems like the right time to build a position in this stock as the shares are down relatively; this is a sharp shooter and expect handsome gains from this stock. However, a word of caution here -- ILFS shares tend to touch and then slip off the peak.. So keep an eye on the movement of this stock!

Currently I have time to give you a brief insight into these select stocks only.. I'll be looking to publish another post shortly with a few more names which will help you to strike the right balance between aggression, caution and retuns! So, keep tuning in to this space!