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 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Stock Synopsis
Message Icon Topic: HDFC DIYSIP Value Picks Post Reply Post New Topic
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rdyn
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Quote rdyn Replybullet Topic: HDFC DIYSIP Value Picks
    Posted: 10/Jan/2011 at 7:29am
I received an email from HDFC about a new scheme called DIY SIP, the details of which are shared here.

http://www.hdfcsec.com/ContentPages.aspx?docid=201012150710589768407


HDFC Sec has mentioned the following stocks as value picks with pros and cons.

1. ACC
2. Coromandel
3. GEI Industrial
4. Glenmark Pharma
5. Hindalco Inds
6. ICICI Bank
7. Infososys Tech
8. ITC
9. M&M
10. Selan Expl. Tech

http://www.hdfcsec.com/Research/ResearchDetails.aspx?report_id=2973346


I know each of them have a separate thread on TED. Would love to hear members views about the plan and above stocks. Worth putting in money?
My aim is to read each and every post on TED!
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pkumar
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Quote pkumar Replybullet Posted: 10/Jan/2011 at 10:49am
Strange to see ICICI bank in HDFC list and not their own name
"The news is always a mix of positive and negative. When markets decline, people point to the negative news; and when it increases, the positive news is emphasized." - Bob Farrell
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Ravenrage
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Quote Ravenrage Replybullet Posted: 11/Jan/2011 at 1:47pm
Coromandel - I am invested . Hence my views will be biased .
Interesting picks will be GEI Industrial and Selan : Here the bet is that there will be a paradigm shift to air cooled heat exchangers instead of water based cooling used in power plants . The logic behind Selan ; if turns out to be true , will be BIG .
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karn
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Quote karn Replybullet Posted: 11/Jan/2011 at 2:07pm
I don't think this requires a separate thread for discussion. It would be easy for others too to refer to views in their respective threads.
Regards,
K.
“Invert, always invert.”
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