Originally posted by shadows Hi Hit I was really not aware of some names from your bag.untill now.Where you found these stocks.:<font face="Calibri">PATELS AIRTEMP<span style=""> , </span><font face="Calibri" size="3">APW PRESIDENT<span style="">  </span>The stocks I like from your Holdings  is Escorts and GSPL.  I feel  they  may  give very good  returns in  medium  to  longterm

Patels Airtemp is one stock which I have been observing since past almost 1.5 years and it is a company which gives consistent results. And APW was an accidental find while looking at its technical chart. I looked up the fundamentals and found it interesting and hence a small position.
I have written detailed synopsis on both these in stock synopsis forum.

Hi Subu,
My first choice in the category you mentioned would be Parekh Aluminex. They are into AFC and Aluminium rolls where there is likely to be very strong demand going forward and justified by company's expansions.

Another is vivimed labs which is a sort of fmcg ancillary company with products like triclosan and sunscreen ingredients.
Heidelberg cement with its new promoters and cash on books is likely to increase its capacities and profits.

APW and Patels Airtemp are sort of bets on upcoming companies. TTK Prestige and Hawkins need no introduction. Lakshmi Energy, a lot has been written and discussed about it. ADSL is a sort of medium term pick. Since it has given me good profits thanks to Nilesh Mahajan, I continue to ride it. Oil Country Tubular has shown remarkable growth since coming out of BIFR.

Escorts is a technical pick. If it can cross 80-82 with volumes, it can give very fast returns.

IOB was mentioned in a Kotak report as a buy at 88 with targets of 140 with valid reasons. Cy 09 eps is 24 and cy 10 is projected to be 19.7 and in CY 11 25. Following is their conclusion on the stock.

Valuations adjusted for likely risks are not too expensive
We currently model modest expectations in our financial model for IOB over the next few
years: (1) NIM decline of 15 bps in FY2010E, (2) fee income growth of 15% yoy in FY2010E and FY2011E, (3) fresh NPL slippages at 5.5% of loan book in FY2010 and
3.0% in FY2011E leading to an increase in gross NPL ratio at 6.8% as of March 2011 compared to 3.0% as of June 2009. The current valuations at 0.7X PBR FY2010E appears
to factor depressed profitability in perpetuity, which is inappropriate, in our view.

I dont expect my stocks to be multibaggers because I dont know which stock will turn out to be that but if my stocks give me reasonable appreciation, I would be quite happy. I try to be on the fair side of valuations.

Excellent .. thanks for the detailed reply

Your selection is fantastic, also your risk appetite. Many stocks have debt/equity ratio more than 0.5. Which make me nervous. but i must say you have got a HIT portfolio. Please don't mind if i borrow one or two ideas from your portfolio.