Originally posted by basant
Hi Guys,
I am trying to gather a lot of data in order to prepare a multibagger portfolio. The rules are simple. Each participant gets to put in a maximum of 5 stock. Merely putting in names is not sufficient. It is better if each of these names are substantiated by at least a couple of lines on the company's activities and business processes.If you do not ahve the fundamental factorsd you may make a case on busienss processes also.
As we go along other members could contribute to ideas or ask for explanation from the person who innitiated a buy on each stock.Please put in the current market price at the time of filling in with your views.
My ideas are:
Pantaloon Retail (CMP Rs 1125): The leader in the organized retail space is expected to grow at 70%+ over the next 4 years. The company has already demonstrated its ability to set up newer formats. In fy 2007 Pantaloon Retail sghould do asale of Rs 4000 crores with an EPS of Rs 56. At a price of Rs 1125 the stock is dicounted by around 20 times current year. At a market cap of Rs 3000 crores it makes sense to load on.
TV 18 (CMP Rs 617)- The leader in the dmedia sector Tv 18 will benefit tremendously once CAS (Conditional Access System) is innitiated the stock will see no stopping. Read the recent report posted on the forum at:
TV 18 is a media cum internet play.With increasing broadband penetration internet busineses will be in demand and by 12008 Internet shall contribute to about 20% of Tv 18's consolidated revenue.
So Guys fill in with your ideas and let us see how best we can make of it!!! |
I will go ahead with my choice. Its a High risk- High reward theme
1. Pantaloon. Although now its 6000 crore mkt cap. high risk/high gain.
2. Reliance industries. Apparently its the biggest threat to Pantaloon.
I read somewhere that Mukesh Ambani has a warchest of Rs 8000 cr to spend on Reliance retail. Hopefully a possible spin-off story here.
3. Idea Cellular. I have a lot of faith in KM Birla. I think this will be in the top 3 in Cellular business. Alternative can be Bharti or Rel Comm
4. DCB. I have a lot of faith in the management. If Nasser goes, then I'm out. Alternative can be HDFC Bank.
5 TV 18 This one I'm going with Basantji's call. Alternative can be ENIL.
Actually I am really betting on the promoters/management to come thru as my picks are not necessarily leaders in the market that they are in, except maybe Reliance which is in more than one market.
I can choose the alternative to lower my risk I think.
Guys, Any feedback.
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