23 stocks you MUST look at!

If ever investors wanted a correction it's now. The Sensex is at 7,700 and despite all the talk of valuations being stretched, the market shows no real signs of coming off. If you've missed the bus take comfort in the fact that there are many like you.

While it may be little consolation, you could still buy into the market and make money. Valuations at this point in time are not cheap -- on the contrary many stocks look positively overvalued.

But, if you bet on a good management you can't go too wrong; so pray for a correction! And then there are always those somewhat risky stocks - which could give your portfolio a kicker. Three themes which are likely to play out in the next couple of years are consumption, economy and competitive advantage.

Keeping in mind the management quality, sustainable business model and long term earnings visibility, The Smart Investor has picked a basket of stocks, which one can add to the portfolio, as and when the opportunity arises.

Some the stock may have already run up quite high, but keeping in mind the current market volatility, these stocks are worth keeping an eye on and an entry can be considered on dips.

Source:

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