Asian paints
Kansai Nerolac
Berger paints
i want to hold one paint stock for lifetime but not able to decide which one the above three.
Asian Paints
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2 Paint company only market leader make it 50:50
Asian paint deploy 50%
Berger paint 50% - because spreading risk
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Yesbank is not a paint stock buddy. And i have decided to stay away from banking stocks even from HDFC Bank.
But look at valuations of these paint stocks
yes bank and HDFC bank have lot of difference , YEs bank learnt a very good lesson , HDFC Bank is stable how and why i will explain
YES BANK - yes bank is given 80% of loan to corporate , yeas bank retail loan book is percentage below than 15%
yes bank really forget to spread the risk , means ther is no proper loan book risk management , each and every corporate yes bank give 1000 + crore , 3 corporate bankrupt means loss will be 3000+ crore , the same thing is happened now ,
HDFC BANK - hdfc bank is 90% loan given to retail customer , 70% of loan value is below 25 lakhs only , corporate loan is very small like 3% in hdfc bank , defaulting 10 % also the bank will not impact much , because HDFC bank strictly follow the loan book risk management
HDFC bank can generate 15 % CAGR return for next 15 years + with stable — good luck
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Very well explained Riyas bhai… 
If HDFC has the potential to give 15% GAGR, i’ll definitely study it.
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Great details Riyas Bhai,
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Please give your views on GRSE, IRCTC, I didn’t get the IPO, but I want to buy it now on dip
Hai @DA3110 ,
Stick with great business that will reward forever even you can sleep well -Warren Buffet
IRCTC , GSRSE these stock are new , i dont like PSU stock , now 150 railway station want to be privatized from the government , these stocks are speculation of government news only i bet these stock will not go anywhere from here , so FII are not interested in these kind of stock , so i will not buy because of these thing are not great business ,
Stick with quality-
next multibageer is insurance and AMC company and selected bank and FMCG of great franchise , these kind of stock are forever i am investing , i am accumulating on every dip ,i am not chasing anystock is giving 100% last one year no , i will stick with only quality
one tips i am giving see the stock where FII is holding more than 25% that stock only will go stable growth and steady returns - good luck
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stock i like HUL. HDFC AMC, HDFC BANK, RNAM, ICICILIFE, SBILIFE, ICICI Lombard, HUL, ITC , PETRONET LNG, INFY, NIFTYBEES, BANKBEES , GOLDBEES, TITAN, BANDHAN BANK , Dabur,asianpaint , bergerpaint i am accumulating these stock on every month no need to worry if these fell down buy more sleep well
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Great choice …got to know more.
But wondering why TCS,pidilite,ttkprestige or any pharma or any battery stock is not on your list?
Pidilite i have , TCS i dont have . ttk i dont like , i replace tcs to techmahindra for new generation business and valuation i did in list all stock there only high quality stock , and evergreen stock if i seen i will buy and hold forever, In my strategy somebody named as COFFEECAN portfolio, see the topic in youtube you will become good investor
IN pharma sun pharma i like but i will accumulate form next year onwards , battery stock are cyclical i dont like , i need conistent business stock only , I have apollo hospital
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Thanks for the suggestion. Will definitely watch it.
That is also true.
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