Your Top (All-In) Stock Pick

#1
If you were to put all your money in 1 individual stock only, which one would you pick?

Note: This is a hypothetical question. I know going all in on 1 stock is not a wise step.
 

Alchemist

Administrator
Staff member
#3
I am assuming you mean a long-term investment.

In that case, TCS is a good pick.

For an all-in stock, we need a business that will last for a long time and is unlikely to face stiff competition in the foreseeable future.

The top 3 IT companies (listed) in India have been the top 3 for a long time and this may continue.

Also, demand for IT services is unlikely to go down (at least a few years more).

TCS has good cash flows.

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A low-risk pick could be IRFC. It may not grow much, but the "dividend+growth" return will beat FD returns in the long-term.

It is an almost risk-free business and at current price of INR 23, is trading below book value, which is attractive for such a risk-free business.

According to moneycontrol, IRFC is available at PE of 6 and dividend yield of 4.57%.
 
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#4
DMART (Avenue Supermarts) for the next 10 years. This is simply because Food and Grocery organised Retail will continue to grow, 5% naturally due to growth in consumption and another 15 to 20% due to gain in organised retail over unorganised retail. And Dmart being second largest good and grocery retailer continues to grow faster than all competitors except perhaps Reliance Retail (which would be another stock I would love to own if it demerges)

Moreover, it operates in the Mass segment where more and people were growing into pre covid.

Finally management quality is top notch as is corporate governance.
 
#5
DMART (Avenue Supermarts) for the next 10 years. This is simply because Food and Grocery organised Retail will continue to grow, 5% naturally due to growth in consumption and another 15 to 20% due to gain in organised retail over unorganised retail. And Dmart being second largest good and grocery retailer continues to grow faster than all competitors except perhaps Reliance Retail (which would be another stock I would love to own if it demerges)

Moreover, it operates in the Mass segment where more and people were growing into pre covid.

Finally management quality is top notch as is corporate governance.
I too like Avenue Supermarts for precisely the reasons you listed. However I balk at the 220+ P/E and 20+ P/B valuation.
 
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