Hi all!

I am making my first few tentative steps into the capital markets. Been reading up a lot and and following the forum obsessively. My horizon is >6months and plan to hold good value stocks really long term(4-5 years).

Have made a few not so great calls. And the bear IPO season didn't help either. Everything below was bought in the last few weeks. Would love to know what folks think about the list below.

Appreciate any comments in advance!

Best,
Jack

Religare Enterprises                 19% @491
A2Z Maintenance                      28% @351
3i Infotech                               11% @57
Jocil                                          20% @340
Claris Lifesciences                      9% @228
Shipping Corporation of India     13% @133

Edited by jaximus - 28/Dec/2010 at 1:42pm

Thanks for the comment Tiger bhai. The last few weeks have been a random bunch of bets.

However, on 3i Infotech - from what I know about the industry, payment systems will see a big boom in the next few years as domestic mobile and remittance systems become more widespread(helped by UID and other changes). 3i has some good tech on this end and I hope that the share price will reflect that.

Anyway - do recommend reasonably priced long term picks, if you have any in mind.

Thanks!
J

Thanks Ramanaji!

Would love to get TEDies thoughts on this (and it might sound like a silly question)- How advisable is it to take long bets on reasonably well run(non-shady) companies in high growth sectors without getting too technical in the analysis?

J

Own some solid business with established market and good prospects. Look at d/e, roe, cash flow, div yield and decide. All your stock look very new and unproven. Take your own decision.