Sunday, June 28, 2009


The current global equity rally has resulted in stock price increase across the board, which include stocks with/without robust fundamentals. Therefore the current rally provides an excellent opportunity to investors to sell/book profits in companies whose business models is not backed by robust fundamentals or those companies whose stock prices have run ahead of their fundamentals. Therefore, we recommend investors to invest the proceeds from the above sales to be invested via our “Conservative Model Portfolio” which includes a better mix of companies with allocation to various sectors.

List of stocks where one can remain invested:

  • Shree Renuka Sugars
  • Reliance Petroleum
  • Reliance Natural Resources
  • Satyam Computers
  • IFCI
  • Power Grid
  • NTPC
  • Larsen & Toubro
  • Reliance Power
  • ITC
  • Petronet LNG
  • Suzlon Energy
  • Infosys
  • Ashok Leyland
  • GMR Infra
  • Nagarjuna Fertilisers
  • Jaiprakash Associates
  • Gujarat NRE Coke
To see full report: STOCK SWITCH