Stock/Sector Analysis
1.Nbcc : Good govt project however stay away from PSU companies.
2. Metal Stock Analysis : Being cyclical business we need to figure right time to in and out when business is in top.Most of metal demand from China and USA is over now.Jindal is still good bet, most of metal stocks are in their lowest valuation. JSW is also a good bet, raw material prices have gone up and steel price is going down.Tata Steel is good stock.
2019 pick
1. SBI can be good bet, NPA cycle is bottom out, lot of cash flow, it has growth potential.
2. CanFin Home : Good capital book, able to raise fund.Yields are increasing.Good amount of speed.asset quality is in shape.
3. Goodrick Company : iran export key trigger, good tea estate company
