The coffee can portfolio stocks mentioned in Marcellus and Ambit are
Ambit :
HDFC Bank
Pidilite Industries
Asian Paints
Tata Consultancy Services
Marcellus:
Asian Paints
Abbott India
Bajaj Finance
Berger Paints India
Dr. Lal Pathlabs
Divi's Laboratories
HDFC Bank
HDFC Life Insurance Co
Kotak Mahindra Bank
Nestle India
Page Industries
Pidilite Industries
Relaxo Footwears
Titan Company
Although these are proven stocks, buying at those PE levels is something I am not comfortable with.
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