According to two experts who came on Television on 29-Dec- 2014, the following shares will out do the Sensex:
Sbi, Icici, Maruti, HUL, Infosys …..not sure if you guys want to go with this list. I have Hul and none of the others. Will live with my portfolio, thanks. My Nbfc / banking bets are Hdfc Ltd, Hdfc bank, Cholamandalam Finance. My Auto bets are more varied: Tata Motors, Force Motors, TVS, Hul, PnG, Gillette, Colgate, …etc. and of course TCS.
I will stick to my portfolio and the anchor can decide how to close the arguments…
Immediately another expert said “this whole year Hdfc bank has underperformed Icici bank, so next year Hdfc will catch up..so better to buy Hdfc bank”. The other expert added Tata Motors, Hero , TVS,
Remind me in December 2015….to compare notes that is all.
I am not convinced that somebody can make an evergreen kinda portfolio in 5 minutes while being at a trading terminal. It sucks.
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