Mr. Dave I have many picks and I will hereby try to organise them:
1.Ballarpur Industries Limited:No.1 player in paper industry. Has excellent susidiary in food processing. Wonderful business leader as its team leader(Gautam thapar). Good sales. Good rethanistion of its subsidiaries.... they have sold/hived off Paperbase Limited and APR Packaging.
2.Electrosteel castings:Simply too good in my opinion.India has lot to do manage its waterresources.
3.Pidilite Industries: Big market leader in adhesives. Very agressive in opening up newer avenues.Good capex plans. Excellent promotional campaigns. Hobby Ideas is likely to be very successful.Patout rise for at least last 10 years.
4.Alfa Laval:Excellent player in process technology equipment. Rarely gets its due share.
5.I like all the 3 big shipping companies.... GE, Varun And SCI. Too good financials to be ignored.
6.Asian Paints:Market leader in paints. Very good corporate governace, Prvides for dimunition in value of investments in subsidiaries. I admire its practices.
7.Plastiblends:Emerging very big in masterbatches.Plasticshas a very bright future in any case.
8.BASF: I like the financial performanceof this co. Good expansion plans. very good bonus candidate.
9. Hindustan Sanitaryware: Wonderfully aggressive.
10.Foseco India: Metallyrgical chemicals have a bright future given the way steel plants are coming up here in India. Excellent dividend yield.
11.Opto Circuits: Excellent business play.Continuous bonus for 3 years.
12.Chambal: Good businesses. good Dividend.
13. havell's: We all know its bonus track record. Too good a management.
14.Albert David: Excellent financials.Continuous increasein dividends for 4 years running.
This list may go on and on.....