LONG TERM STOCKS

PAREKH ALUMINEX        18  %

LAKSHMI ENERGY           18  %

TTK PRESTIGE                    7  %

GSPL                                   8  %

HAWKINS                            5  %

PATELS AIRTEMP                2 % 

VIVIMED LABS                     6  %

APW PRESIDENT                  2  %

TIME TECHNO                      4 %

MEDIUM TERM

ALLIED DIGITAL                     5  %    

HEIDELBERG CEMENTS         6 %

IOB                                         6 %

OIL COUNTRY                        6  %

APAR                                      4  %

ESCORTS                                3  %

Recently sold out of Natco, Orchid,Nocil and bought IOB and Heidelberg.

Initially I had only three stocks namely PARAL,LEAF and TTK PRESTIGE but I wanted to diversify and hence booked profits in all three partially. My acquisition cost for PARAL, LEAF and TTK PRESTIGE are much lower because of booked profits and hence I intend to hold the rest for longer time.

Recent buys include IOB, Heidelberg,vivimed,Oil Country,Hawkins, Time Technoplast.  Escorts is purely bought on technical analysis of the stock. I am rethinking about Oil Country because of management concerns. (I intend to give it around 2 months to do its bit and reconsider)

I FOCUS MORE ON GROWTH STOCK WHICH DELIVER CONSISTENT GROWTH AND OCCASSIONAL STOCK LIKE LAKSHMI ENERGY WHICH HAS A GOOD BUSINESS MODEL, BUT HAVE FALLEN ON BAD TIMES.