Top 25 stocks for the season part II

Continuation of the stocks of the season..Sorry for the delay in posting..
Will make sure that I update daily


6: SunTv Network
This broadcatser has dominance presence in South India with over 20 channels and 41 fm stations in 4 states.The stock trades at 26 times its estimated current fiscal earnings and 22 times its FY10 earnings.Given Suns distinct positioning and sound business model , we recommend a buy.

7: Reliance Industries
Currently due to the market crash the stock has dived by about 23% in the past 6 months.This is an oppurtune to corner shares of one of the largest private sector companyas its refining capacity and gas supplies will go onstream ,which will bolster its profit growth.

8: Mahindra & Mahindra:
This stock has also decilned by 26% in the past 6 months amid concerns of raising interest rates on its auto business and pressure on margins owing to rising input costs.Us based investment banker Goldman sachs recently picked up a 3.7% stake in the company and infused about rs70 crore.The stock is not a favourite with analysts right now but seems to offer deep value in long run.

9: HDFC
Besides its stong growth in its core banking andinvestment business.HDFc is a preerred stock more because of its intrinsic valueThere could be some value unlocking soon as the company plans to list its life insurance arm in the second half of calender 2009 which will infuse more money for its growth.

10: Satyam Computers:

The comppany delivered an impressive revenue growth of 46% and a profit growth of about 40% in FY08Packaged implementation is expected to be the main revenue growth driver for satyam in FY09.The stock which trades at 14.8x its FY09E and 12.6x its FY10E earnings,is a buy at current levels.

For top stocks for the season part I click
Top stocks for the season part I