CONGRATS ! YOUR PORTFOLIO IS WELL DIVERSIFIED - MOST OF THE STOCKS HAS GREAT FUTURE. CAN SURELY HOLD FOR LONG TERM FOR AWESOME RETURN

=== You Can SURELY HOLD --->> HDIL / BARTRONICS / ONMOBILE / ECLERX / SHIV VANI / PUNJ LLYOD / Allied Digital / BHARTI SHIPYARD / Simplex Infra / Geodesic / TANLA SOLUTION / YES BANK

=== NO IDEA ABOUT Glodyne Technoserve AS NOT TRACKING FUNDAMENTALLY !

=== NOT BULLISH ON COMPACT DISC , WEAK FUNDAMENTALS AS PER ME UNTIL & UNLESS IT STARTS ITS ANIMATION BUSINESS. MOST OF THE THINGS LOOKS ONLY ON PAPER. SO MAY TRY TO BOOK PROFIT / EXIT AS PER ME !

=== Hindustan Dorr Oliver ( NOT SO BULLISH COMPARE WITH THERMAX , KSB PUMPS IN WATER SEGMENT !

REST IS EXCELLENT !!

My Portfolio Analysis

Hi Vikash...


Please have a look at my portfolio and give your valued suggestions...

I am looking for high growth companies though its quite risky at times keeping more software and Technology companies in one's portfolio...


1. Bartronics (Rev Guidance of over 80% this year, Rs.5000cr order for 9 years from Delhi Gov.)

2. Geodesic (Betting on MVAS, 3G, past performance)

3. OnMobile Global / Tanla Solutions (Betting on MVAS, 3G)

4. Simplex Infra (Well diversified orderbook beating slowdown and consistent performance)

5. Shiv Vani Oil (Strong order book and good growth)

6. Punj Llyod (Good bet on infrastructure)

7. HDIL (Good valuation, from 3-5 years view also good land bank majority in mumbai)

8. Allied Digital (Excellent past performance and bright future in Remote IMS)

9. Glodyne Technoserve (Excellent past performance and bright future in Remote IMS)

10. Bharati Shipyard (Low valuations and possible Rs.110cr. subsidy this year)

11. Yes Bank (Well managed and good growth potential)

12. Hindustan Dorr Oliver (Betting on Water Infrastructure and over 50% rev guidance this year)

13. E-clerx (pure KPO play)

14. Compact Disc (Very low valuation and excellent future revenue guidance, high risk/ high return)