I'm afraid I'll have to agree that large returns expectations from this investing strategy is just a theory for now. 

 

On a sidenote, having laboured upto 97, why don't you think of adding another 3 to have full set of kauravas

 

If I humour this, then somebody else might ask me to top up the Kauravas portfolio with a Dhritarashtra stock like Reliance Power.

 

One of the many hallmarks of Lynch approach was "rotation"- selling the company and replacing it with another company with similar story, but better prospects and probably more exciting in fundamental value.

 

 

 

 

 

It all depends on whose side Krishna is on..

 

Pennar Industries: A turnaround candidate, a steel maker that has now transformed itself into an Engineering company. Some 20% of its revenues come from Indian Railways, another 10 odd percent from Automobile segment.

 

Nav Bharat Ventures:  For those who missed out on Jindal Steel and Power. Just like JSPL, NBV is a steel producer (ferro alloy actually) that sets up a captive plant, realizes that there is big money in merchant power and goes ahead makes plans to setup a 1000 MW merchant plant. Reliance MF (along with a host of other mutual funds) is invested in this one.

 

Surprisingly, this is a decent 2% plus dividend yield stock trading at 5 PE

 

Zydus Wellness: FMCG stock whose products get pretty good shelf exposure in modern retail stores.