Dear Friend,


A small introduction about me:
I am an Engineer by profession and an investor by choice. You would find me trying to make sense of int, float, classes, inheritance, polymorphism in a Company in Bangalore.
I have been trying to come to terms with this strange world of investments for the last 4 years. It has by far been a wonderful journey.



Stock Picks:


I have investments in the following stocks: Yes Bank, Aurobindo Pharma, Praj Industries and Teledata Info.




Bullish on:


Reliance Industries:    
I love this stock. They are into all the happening things. Recent announcement about Solar Power is just apt and one should have this in his core portfolio. Alas I dont ahve a single share. I had bought some at Rs 550 and sold at Rs 650 (I know what you are wondering...). I do not have vitamin M to buy this share to my hearts content. But will try my best to add some.



Praj:    
I like the area in which they are in. In the long term they will do very well. Ethenol, Biodiesel are going to play a major role. Since these guys are also into the technology aspect of alternate fuels, it makes more sense to own the stock for long term (5 years).



Yes Bank:    
Who else would know how to make money better than the banks themselves. I know the recent fiasco in the banking systems about the complex currency instruments would have given negitive publicity to the banking stocks but nevertheles I am very bullish on banking sector on the whole for long term. At CMP yes bank is very exciting for the long term considering their QOQ performance and the expected earnings for future.


Aurobindo Pharma:    
Aurobindo Pharma is my pick from pharma sector. There are many reasons why I have picked aurobindo pharma. It is one of the leading API manufacturers. Largest penecillin manufacturer in the world. Has a sizable presence abroad. Growing steadly in europe. As the lowest PE in its range of companies without any valid explanation. I remain bullish on this stock and recommend a buy at current price of Rs. 340.



I will be waiting for MoserBaer photo voltaic's IPO.