A compilation of stocks that I like for Core and Trading, along with a theme or two. (List updated as on Nov 27, 2012).
Disclosure: This is not a buy/sell advice. Please do your own due diligence before buying.
| S.No | Stock | Core/Trading | Buy/Sell/Hold at CMP | Sector/Theme |
| 1 | HDFC Bank | Core | Hold, buy initiated at 415 | Banking |
| 2 | Indus Ind Bank | Core | Hold, initiated at 210 | Banking |
| 3 | J&K Bank | Core | Buy, initiated at 585 | Banking |
| 4 | Asian Paints | Core | Hold, initiated at 2837 | Consumer |
| 5 | ITC | Core | Buy initiated at 205 | Consumer |
| 6 | Cera | Core | hold, initiated at 195 | Consumer |
| 7 | Page | Core | Buy initiated at 2376 | Consumer |
| 8 | Astral Polytechnik | Core | Buy initiated at 185 | Consumer/Construction |
| 9 | Amara Raja Batteries | Core | Buy initiated at 160 n cmp | Consumer/Telecom |
| 10 | Gujarat Reclaim | Core | Buy at 1172, also at cmp | Value |
| 11 | Bajaj Auto | Core | Buy at 1391, also cmp | Auto |
| 12 | Hero | Core | closing out. | Auto |
| 13 | Eicher Motors | Core | hold initiated at 1200 | Auto |
| 14 | Bosch | Core | Buy at 6600 n at cmp | Auto |
| 15 | Atul Auto | Core | Buy at 68, also cmp | Auto |
| 16 | BKT | Core | Closing out, indicated at 189 | Auto/Rubber |
| 17 | MRF | Trading | Buy at 6500, also cmp | Auto/Rubber |
| 18 | Mayur Uniquoters | Core | Buy, initiated at 190 | Others |
| 19 | TV18 | Core | Buy at 20, 26 n cmp | Digitization |
| 20 | Den | Core | Buy at 109 | Digitization |
| 21 | Hathway | Core | Buy at 179 | Digitization |
| 22 | DishTV | Trading | Buy | Digitization |
| 23 | Sun TV | Trading | Buy | Digitization |
| 24 | M&M Finance | Core | Buy at 572, 690 | Finance |
| 25 | Bajaj Finance | Core | Buy at 716 | Finance |
| 26 | Muthoot Finance | Trading | Closed | Finance |
| 27 | TBZ | Core | Buy at 103 | Gold |
| 28 | Thangamayil | Core | Buy at 178, 204 | Gold |
| 29 | MCX | Core | Buyat 900, 1032 | Stock Exchange |
| 30 | Financial Technologies | Core | Buy | Stock Exchange |
| 31 | Wockhardt | Core | Buy | Healthcare |
| 32 | Apollo Hospitals | Core | Buy | Healthcare |
| 33 | Divis Laboratories | Core | Buy | Healthcare |
| 34 | Ashiana Housing | Core | Exit | Real Estate |
| 35 | Wimplast | Core | Buy | Plastics |
| 36 | Supreme Industries | Core | Buy | Plastics |
| 37 | United Spirits | Trading | Buy | Liquor |
| 38 | Tilaknagar | Trading | Liquor | |
| 39 | Specialty restaurants | Trading | Exit | Hospitality |
| 40 | Noida Toll Bridge | Trading | Exit | Value |
| 41 | Nitta Gelatin | Trading | Trading | |
| 42 | Symphony | Trading | Buy | Capital Goods |
| 43 | Arshiya Int’l | Core | Buy | Logistics |
| 44 | Tata Global | Core | Buy | Consumer |
| 45 | Bata | Core | Exit | Other |
