2013 BETS FOR MY FOLLOWERS

I am happy to share my 2013 portfolio bets for my followers and clients for free of cost.

SCRIP NAME	CMP	SECTOR	LOGIC	WEIGHTAGE
STERLITE TECH	31	OPTICAL FIBRE AND CABLE	20000 CRORE NATIONAL OPTICAL FIBRE NETWORK	25
			STER TECH WILL BE KEY BENEFITIARY
FINOLEX	62	POWER CABLE PVC PIPES	HIGH GROWTH RATE EXPECTED IN CABLE,POWER AND MEDIA	20
			INDUSTRY IN COMING YEARS
SIB	27	BANKING	LOW NPA OF .19%.VERY LEAST IN BANKING INDUSTRY	10
			HUGE EXPANSION PLANS IN CARDS FOR BANK
DISHMAN PHARMA	115	PHARMA	ATTRACTIVE VALUATION OF PE RATIO 7.FIIS STARTED	10
			ACCUMULATING DISHMAN PHARMA
TATA STEEL	410	METAL	EUROPEAN OPS RESTRUCTURING.IMPROVED DEMAND FROM CHINA	10
SPECIALITY RESTAURANT	175	FOOD CHAIN	CONSUMER DISCRETIONARY SPENDING EXPECTED TO RISE AFTER	5
			INTEREST RATE SLOWDOWN
ECLERX	700	IT	FUNDAMNETALLY STRONG,EXPECTING BETTER MARGINS IN 2013	5
HCL INFOSYS	38	SOFTWARE AND IT	ATTRACTIVE VALUATIONS,WILL BE BENEFITTED FROM UIDAI PRJ	5
IVRCL INFRA	44	CONSTRUCTION	GOVT KEY FOCUS ON INFRASTRUCTURE IN FYP	5
IRB INFRA	130	INFRASTRUCTURE	ATTRACTIVE VALUATION,HUGE ORDER BOOK FROM NHAI	5

I selected 10 companies from various sectors like cable,metal.banking,IT,pharma, construction,food and beverage etc.Given maximum weightage of 45% to cable and power wire manufactures like Ster technology and Finolex.As this portfolio is meant for 2013 full year I am not mentioning any target.Requested to continue holding for 2013 full year As 2013 Rbi will cut key interest rates it will be good for markets and beneficial for infra and construction companies like IRB and IVRCL