My portfolio

Plenty of you seem to be immensely curious about my portfolio and the holdings of mine.Well let me disclose I have got 113 scrips in my portfolio most of them being 'investment free bets.Now heres the reason why I have them.Still my portfolio is down by 18% from the highs of january.

1)Core projects:-They are talking about 3500crs turnover in the coming 3-4 years.

2)Bhagwati banquets:I thought i would myself open a caterning busines until bhagwati got listed.

3)Indiabulls retail:Because guys like sameer gehlaut,rajeev rattan owns it.

4)Saag rr infra:Turnover of 65crs order book of 700+a reputed mnc being the parent.

5)Confidence petroleum:Turnover to grow 80% CAGR till 2011.

6)Glenmark pharma:Only company in the pharma space which I understand.

7)Nesco:Because it has got some 65 acre land in gurgaona nd has the indian exibihition centre under its fold.

8)Klg capital:Because nikhil gandhi bought at a higher price than of mine.

9)Jpt sec:Same as above reason.

10)Jai balaji industry:Because aditya jajodia has promised to deliver an EPS of 650rs within 5-6 years.

11)Mold tek technology:Because it prsents the unique business mix of kpo and plastic.

12)Sejal glass:One of the bigger player quoting at a huge discount to its ipo price and also because its quoting at less then 2.2 P,E 1.6yrs forward.

13)AXIS IT&T:Because Rajeev chandrasekhar is all set to make it a bigger and better entity with his 1500crs+cash and rich conatcts.

14)Valuemart technologies:Mr vasudevan owns it.

15)Victory projects:The payment gateway is all set to catapult it into a differnt league.

16)Educomp solutions:Coz the company is all set to teach english to the koreans and the chinese.

17)Jai corp:Because several mutual funds bought at a price of above 1200 so why not i put in few at 270 odd?

18)Pioneer embroderies:Its present marketcap is around 28crs-It has got 60crs worth of real estate,150 hakoba retail stores,5 manufacturing units and its an industry leader.

19)Hanung toys:Because its making toys at a cheaper cost than the chinese players.People would keep making children and they would play with toys...lolz

20)Master trust:Because its present in most aspects of the finance arena.From broking to merchant baking and all.Mudar patherya and lalit dua are having it too.

21)Crew bos:Coz it has got a good pedigree who on their days can make wonders.A solid fashion accesory play.

22)Larsen&Toubro:Its not an investment but an asset for me.

23)Sumedha fiscal:This company at 8rs deseves more than an investment.So u see i roped in it.Planning to increase my stake to around 1%.Pays a dividend yiled of 6% too.

24)Hind lever:Surprise,surprise Arun has got HUL in portfolio.Why?Coz in bad times like these when midcap would melt it would protect my money.

25)HDIL:I hate real estate but this HDIL is a very big company.It was at 1432 on january,I recently bought at 190 for a trading perspective.

26)Ennore coke:It belongs from the 16000crs sriran group with a market cap of 50crs.They should make it big.Turnover should be 35crs this yr vs nil.

27)Deccan gold mines:I love gold much more than my several girl freinds.Often have presented them gold templates but now gold being too expensive left no choice but to embrace deccan gold mines.Production should commece from 2010.

28)Havells india:Mr anil gupta is a very dynamic entreprenur and this company has got a huge brand visibility.I hail from a village and there too people speak of it.This brand stuff would help it to make wonders going forward.

29)Interworld digital:Digital screening is the next boom for sure.Film producers can save 60000rs per print if they asociates wth interworld.And at 2rs it has limited downside.

30)Wall street finance:Because the owner is a close associate of mr anil ambani and they have got a tie-up with reliance money too.

31)Gujarat nre coke:Coz i am a huge fan of arun kumar jagatramka.It has got rich mines which would last for 100 years.Its a company which thinks of coming 10 years.Its a company which competes with the best..its unbeatable...and its a leader too

32)Rei agro:Basmati rice is a big business but people never realised the potential.Rei management did and look at it..one of my biggest wealth creator..Its k10 stores gonna do wonders.

33)Glory Polyfilms Ltd:-An operator freind of mine suggested long back to take it at 50 odd.I had no interest in the counter but on his continuos urging I took some and it really performed well.He requestd me to hold on for lot of upmove.

34)Onmobile global:I liked the business model a lot but again valuation is expensive.I thought quality doesnt come at a cheap price,so booked it.

35)Punj loyd:I love larsen and punj is a chota bhai of it.Copies larsen such a great way.Huge order book,immense revenue visibility added comfort.

36)Vishal information:Some top brokers play on these counter and they said to have it for double return which got acheived in no time.Its investment free for me.

37)Visa steel:Huge ambitious plans to fructify which would make it a great steel bet.

38)Innovasnth technlogy.Rakesh jhunjhunwala and raheja holding 42%...rakesh holding from last 5 years...enough for me to have it.

39)Godrej consumer:It pays me 3-4 times dividend a year.Its like I need come cash to have some fun,its not there..So what i do is I help myself then by encashing the cheque.Its a good solid fmcg counter too.

40)Acrysil:Its a very small player but numbers are going to be big for it.Signs were always there so just helped myself.Mind u it has got a equity of just 2crs.

41)Asian oilfield:Now oil exploration always looked lucrative from my aspects.Asian being the prefered choice for its management.

42)Bilcare:I dont understand pharma but I do understand that drugs need to be packaged.I searched for companies into pharma packaging and bilcare came to rescue me.

43)Bartronics:Security in shopping malls is certainly a stuff to give a lot of thought.Bartronics with its bar codes and all provides just that.So you see why i own it.

44)Raghav industry:Its the investment arm of ruias and these comany owns jessop and probably dunlop.Jessop maAsy come with its ipo when that happens expect raghav to unlock a lot of value.

45)Asian electronic:I just cant bear a company falling from 590 to 59.Trust me i have got no other reasnons but to have a falling knife which has got fat reserves and a great brand name.

To be continued.........

Regards,
ARUN
I can be reached at:arunanalyst@rediffmail.com