Buy in Samvat 2081, sell in Samvat 2085 or 2086; 5 stocks where likely growth & management make them worth holding for 5 Diwalis & 5 Holis

Every year, the street is bombarded with “Diwali picks". Some of them lose steam even before Holi. Should we call them “buy Diwali sell Holi” stocks? The fact is that whether it is Diwali, New year, or any other so-called auspicious occasion, stocks cannot be bought because of a particular day. They have to be bought because there are fundamental changes happening in the industry. Most importantly, they have to be kept for the long term to create wealth. In the next five years, there are sectors where government spending and policy changes will have an impact – both on companies and us as consumers and savers.