Govt is looking to divest its stake in some PSU's.
NBCC and BEL (Bharat electronics) in the list will have some investors interested.
Both of these PSU's have run up a lot. Its not without any reason.
NBCC would be the first choice for the following two reasons:
Govt thrust on Make in India
Govt planning to infuse funds in PSU banks (which should go to NBCC for its projects).
BEL has run up a lot from 900 to 3K and now has an order of 50K crore for defence.
This is another beneficiary of the Govt's thrust on defence.
Would be interesting to track these two.
Ace investor Vijay Kedia had named these two stocks as part of his "keep for 5 years" portfolio.
Have a look here:
http://mymoneyrules.blogspot.in/2015/04/thoughts-from-ace-investor-vijay-kedia.html
Am I invested? Not at the moment. Keeping track.
Is this a recommendation to invest? Not at all. I am not registered at SEBI and am not recommending these for investment.
NBCC and BEL (Bharat electronics) in the list will have some investors interested.
Both of these PSU's have run up a lot. Its not without any reason.
NBCC would be the first choice for the following two reasons:
Govt thrust on Make in India
Govt planning to infuse funds in PSU banks (which should go to NBCC for its projects).
BEL has run up a lot from 900 to 3K and now has an order of 50K crore for defence.
This is another beneficiary of the Govt's thrust on defence.
Would be interesting to track these two.
Ace investor Vijay Kedia had named these two stocks as part of his "keep for 5 years" portfolio.
Have a look here:
http://mymoneyrules.blogspot.in/2015/04/thoughts-from-ace-investor-vijay-kedia.html
Am I invested? Not at the moment. Keeping track.
Is this a recommendation to invest? Not at all. I am not registered at SEBI and am not recommending these for investment.
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