Three Potential Companies for Long Term Buy

I am still here. I have not left my blog (yet!). Readers have not bugged me enough that I need to run! I can give few excuses for not writing, but the fact is almost one month has passed without a post. Excuses cannot correct that. So let us say, I became lazy for a while.


During this period of laziness, I kept getting questions about my opinion on various companies. I continued my reading browsing, and among the long list, I came across three companies that caught my attention. Following are my thoughts. Before you go through them, please understand that these observations are for my objective (which does not include pump and dump).


AllCargo Global Logistics Limited (ALLCARGO): It is a logistics service provider dealing with multi-modal transport operations, which include less than container load and full container load cargos for exporters and importers. It owns container freight stations near major ports in India. It also has presence in Europe and is expanding in to airfreight business. Continue reading rest of this article…

Hawkins Cooker: Stock for Long Term Investment

hawkins logoHawkins Cooker Limited (HAWKINCOOK) is India’s second largest company engaged in pressure cookers and cookwares. The produces a wide range of other house hold and commercial cooking utensils. Its brands include Hawkins, Futura, and Miss Mary.

The key aspects that I like about Hawkins is sells in domestic markets (does not depend upon what happens internationally), low debt, and focus of controlled growth. It is well positioned to cash on growth in disposable income from growing Indian middle class.

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On Limiting Number of Stocks in a Portfolio….

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I received a very good comment and few questions in response to my dissusion post about number of stocks in a long term portfolio. I already provided my views in the comment section which, most likely, will get buried in archives. Other readers may not be able to read it. So I enhanced my response and posting it here. The comment that I received is reproduced below in italics.


Pl. do not limit by numbers for a successful portfolio. In our this website itself, it is recommended 5 long term stocks like NTPC, ONGC etc. I am surprised SBI and Reliance are not there. These two gaints figure in top 10 in the world itself. As and when you find a growth story of companies like Bharti airtel, (they grow vertical and horizontal also gradually). It should find a place in our portfolio. Then do not forget to profit from stock markets ups and downs. This is apart from long term portfolio. To get regular monthly income for people like retirees, Options and futures, Commodities also do not ignore. With a little study, there is money to make. Share your ideas and reactions, please. [Please note: I removed the name for privacy]

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