Can you help to select 10 stocks for 1 years time with 30% return?

nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   

	Sector	Company	MPS	PE	Target price
					3 months	6 months	9 months	12 months
1	Commercial Banks	COMB	167	12.27	180	192	205	217
2	Commercial Banks	SAMP	262	7.99	282	301	321	341
3	Commercial Banks	HNB	214	8.22	230	246	262	278
4	Commercial Banks	NTB	98.6	8.62	106	113	121	128
5	Development banks	SDB	157	8.39	169	181	192	204
6	Finance	CFIN	260	7.15	280	299	319	338
7	Finance	LFIN	124	6.85	133	143	152	161
8	Finance	VFIN	65.4	6.75	70	75	80	85
9	Finance	PLC	24.1	8.61	26	28	30	31
10	Insurance	JINS	19.6	7.78	21	23	24	25
11	Insurance	AAIC	18.5	10.38	20	21	23	24
12	Chieckn	BFL	179	11.03	192	206	219	233
13	Chieckn	TAFL	122	9.59	131	140	149	159
14	Chieckn	GRAN	81.9	12.94	88	94	100	106
15	Chemical	HAYC	177	7.86	190	204	217	230
16	Diversified	HAYL	330	9.07	355	380	404	429
17	Diversified	JKH	175	14.1	188	201	214	228
18	Diversified	VONE	23	8.32	25	26	28	30
19	Healthcare	ASIR	21	15.79	23	24	26	27
20	Hotels	RENU	350	5.89	376	403	429	455
21	Investment trust	RHL	28.7	6.84	31	33	35	37
22	Manufacturing	ACL	108	5.85	116	124	132	140
23	Manufacturing	APLA	145	5.99	156	167	178	189
24	Manufacturing	CIND	107	6.99	115	123	131	139
25	Manufacturing	KCAB	115	6.52	124	132	141	150
26	Manufacturing	CERA	131	6.24	141	151	160	170
27	Manufacturing	LWL	115	5.78	124	132	141	150
28	Manufacturing	RCL	122	5.35	131	140	149	159
29	Manufacturing	PARQ	56.2	6.47	60	65	69	73
30	Manufacturing	REG	192	8.63	206	221	235	250
31	Manufacturing	REXP	210	7.81	226	242	257	273
32	Manufacturing	TJL	31.5	15.07	34	36	39	41
33	Motor companies	UML	106	7.52	114	122	130	138
34	Power & Energy	VPEL	9.1	8.13	10	10	11	12
35	Power & Energy	VLL	10.5	11.32	11	12	13	14
36	Power & Energy	LGL	40	10.7	43	46	49	52

• One option is pick one or two stocks in each category after doing some more home work. 
  
• Add some defensive stocks as well to get some benefit from final stage of current bull market.
  

nis2010 wrote:

nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   

	Sector	Company	MPS	PE	Target price
					3 months	6 months	9 months	12 months
1	Commercial Banks	COMB	167	12.27	180	192	205	217
2	Commercial Banks	SAMP	262	7.99	282	301	321	341
3	Commercial Banks	HNB	214	8.22	230	246	262	278
4	Commercial Banks	NTB	98.6	8.62	106	113	121	128
5	Development banks	SDB	157	8.39	169	181	192	204
6	Finance	CFIN	260	7.15	280	299	319	338
7	Finance	LFIN	124	6.85	133	143	152	161
8	Finance	VFIN	65.4	6.75	70	75	80	85
9	Finance	PLC	24.1	8.61	26	28	30	31
10	Insurance	JINS	19.6	7.78	21	23	24	25
11	Insurance	AAIC	18.5	10.38	20	21	23	24
12	Chieckn	BFL	179	11.03	192	206	219	233
13	Chieckn	TAFL	122	9.59	131	140	149	159
14	Chieckn	GRAN	81.9	12.94	88	94	100	106
15	Chemical	HAYC	177	7.86	190	204	217	230
16	Diversified	HAYL	330	9.07	355	380	404	429
17	Diversified	JKH	175	14.1	188	201	214	228
18	Diversified	VONE	23	8.32	25	26	28	30
19	Healthcare	ASIR	21	15.79	23	24	26	27
20	Hotels	RENU	350	5.89	376	403	429	455
21	Investment trust	RHL	28.7	6.84	31	33	35	37
22	Manufacturing	ACL	108	5.85	116	124	132	140
23	Manufacturing	APLA	145	5.99	156	167	178	189
24	Manufacturing	CIND	107	6.99	115	123	131	139
25	Manufacturing	KCAB	115	6.52	124	132	141	150
26	Manufacturing	CERA	131	6.24	141	151	160	170
27	Manufacturing	LWL	115	5.78	124	132	141	150
28	Manufacturing	RCL	122	5.35	131	140	149	159
29	Manufacturing	PARQ	56.2	6.47	60	65	69	73
30	Manufacturing	REG	192	8.63	206	221	235	250
31	Manufacturing	REXP	210	7.81	226	242	257	273
32	Manufacturing	TJL	31.5	15.07	34	36	39	41
33	Motor companies	UML	106	7.52	114	122	130	138
34	Power & Energy	VPEL	9.1	8.13	10	10	11	12
35	Power & Energy	VLL	10.5	11.32	11	12	13	14
36	Power & Energy	LGL	40	10.7	43	46	49	52

not  an expert. as a new comer  i would like to keep LFIN ACL CIND SDB.  i'm really optimistic about  LFIN and ACL and  will give 30%+

VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

• One option is pick one or two stocks in each category after doing some more home work. 
  
• Add some defensive stocks as well to get some benefit from final stage of current bull market.
  

Good luck.

nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   

	Sector	Company	MPS	PE	Target price
					3 months	6 months	9 months	12 months
1	Commercial Banks	COMB	167	12.27	180	192	205	217
2	Commercial Banks	SAMP	262	7.99	282	301	321	341
3	Commercial Banks	HNB	214	8.22	230	246	262	278
4	Commercial Banks	NTB	98.6	8.62	106	113	121	128
5	Development banks	SDB	157	8.39	169	181	192	204
6	Finance	CFIN	260	7.15	280	299	319	338
7	Finance	LFIN	124	6.85	133	143	152	161
8	Finance	VFIN	65.4	6.75	70	75	80	85
9	Finance	PLC	24.1	8.61	26	28	30	31
10	Insurance	JINS	19.6	7.78	21	23	24	25
11	Insurance	AAIC	18.5	10.38	20	21	23	24
12	Chieckn	BFL	179	11.03	192	206	219	233
13	Chieckn	TAFL	122	9.59	131	140	149	159
14	Chieckn	GRAN	81.9	12.94	88	94	100	106
15	Chemical	HAYC	177	7.86	190	204	217	230
16	Diversified	HAYL	330	9.07	355	380	404	429
17	Diversified	JKH	175	14.1	188	201	214	228
18	Diversified	VONE	23	8.32	25	26	28	30
19	Healthcare	ASIR	21	15.79	23	24	26	27
20	Hotels	RENU	350	5.89	376	403	429	455
21	Investment trust	RHL	28.7	6.84	31	33	35	37
22	Manufacturing	ACL	108	5.85	116	124	132	140
23	Manufacturing	APLA	145	5.99	156	167	178	189
24	Manufacturing	CIND	107	6.99	115	123	131	139
25	Manufacturing	KCAB	115	6.52	124	132	141	150
26	Manufacturing	CERA	131	6.24	141	151	160	170
27	Manufacturing	LWL	115	5.78	124	132	141	150
28	Manufacturing	RCL	122	5.35	131	140	149	159
29	Manufacturing	PARQ	56.2	6.47	60	65	69	73
30	Manufacturing	REG	192	8.63	206	221	235	250
31	Manufacturing	REXP	210	7.81	226	242	257	273
32	Manufacturing	TJL	31.5	15.07	34	36	39	41
33	Motor companies	UML	106	7.52	114	122	130	138
34	Power & Energy	VPEL	9.1	8.13	10	10	11	12
35	Power & Energy	VLL	10.5	11.32	11	12	13	14
36	Power & Energy	LGL	40	10.7	43	46	49	52

jayathu wrote:Yahapalanaya I agree with some of your picks but you picking LWL n RCL is questionable. They're doing really well financially but all the news coming out from the govt is not gud for them.
Ravi is stating Sri Lanka construction cost is the highest n this is due to monopolistic nature. For sure they're going to remove import Levi on tiles. That'll impact domestic tile companies immensely.
This move will destroy the local tile manufacturing industry.

nnk wrote:

VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

• One option is pick one or two stocks in each category after doing some more home work. 
  
• Add some defensive stocks as well to get some benefit from final stage of current bull market.
  

Good luck.

Thanks for your valuable comment. Actually, since I am referring the Forum, it was easier to select these stocks. 

But only issue is doing further home work while fighting against time. 

What do you mean by Defensive stocks???

nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   

	Sector	Company	MPS	PE	Target price
					3 months	6 months	9 months	12 months
1	Commercial Banks	COMB	167	12.27	180	192	205	217
2	Commercial Banks	SAMP	262	7.99	282	301	321	341
3	Commercial Banks	HNB	214	8.22	230	246	262	278
4	Commercial Banks	NTB	98.6	8.62	106	113	121	128
5	Development banks	SDB	157	8.39	169	181	192	204
6	Finance	CFIN	260	7.15	280	299	319	338
7	Finance	LFIN	124	6.85	133	143	152	161
8	Finance	VFIN	65.4	6.75	70	75	80	85
9	Finance	PLC	24.1	8.61	26	28	30	31
10	Insurance	JINS	19.6	7.78	21	23	24	25
11	Insurance	AAIC	18.5	10.38	20	21	23	24
12	Chieckn	BFL	179	11.03	192	206	219	233
13	Chieckn	TAFL	122	9.59	131	140	149	159
14	Chieckn	GRAN	81.9	12.94	88	94	100	106
15	Chemical	HAYC	177	7.86	190	204	217	230
16	Diversified	HAYL	330	9.07	355	380	404	429
17	Diversified	JKH	175	14.1	188	201	214	228
18	Diversified	VONE	23	8.32	25	26	28	30
19	Healthcare	ASIR	21	15.79	23	24	26	27
20	Hotels	RENU	350	5.89	376	403	429	455
21	Investment trust	RHL	28.7	6.84	31	33	35	37
22	Manufacturing	ACL	108	5.85	116	124	132	140
23	Manufacturing	APLA	145	5.99	156	167	178	189
24	Manufacturing	CIND	107	6.99	115	123	131	139
25	Manufacturing	KCAB	115	6.52	124	132	141	150
26	Manufacturing	CERA	131	6.24	141	151	160	170
27	Manufacturing	LWL	115	5.78	124	132	141	150
28	Manufacturing	RCL	122	5.35	131	140	149	159
29	Manufacturing	PARQ	56.2	6.47	60	65	69	73
30	Manufacturing	REG	192	8.63	206	221	235	250
31	Manufacturing	REXP	210	7.81	226	242	257	273
32	Manufacturing	TJL	31.5	15.07	34	36	39	41
33	Motor companies	UML	106	7.52	114	122	130	138
34	Power & Energy	VPEL	9.1	8.13	10	10	11	12
35	Power & Energy	VLL	10.5	11.32	11	12	13	14
36	Power & Energy	LGL	40	10.7	43	46	49	52

VALUEPICK wrote:

nnk wrote:

VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

• One option is pick one or two stocks in each category after doing some more home work. 
  
• Add some defensive stocks as well to get some benefit from final stage of current bull market.
  

Good luck.

Thanks for your valuable comment. Actually, since I am referring the Forum, it was easier to select these stocks. 

But only issue is doing further home work while fighting against time. 

What do you mean by Defensive stocks???

 Defensive stocks are kind of non-cyclical type. Defensive stocks are a good way to maintain long-term market exposure during periods of uncertainty. Defensive stocks include food, oil, health care and electricity etc. Even during bad times people need to keep their families warm and light their homes. So they need gas and electricity. They cannot postpone eating and drinking either. Even during period of war people need medicine. I am bullish on selected Asian consumer staples (food stocks).