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Finally, Lara Dutta’s long cherished dream of playing an action-packed role is going to come true as she bags in a role in Farhan Akhtar’s ‘Don 2’. Though not much is being revealed about Lara’s role in the film,
she is supposedly playing femme fatale in the flick for which she had to learn some martial arts. Lara’ role is not the one played by Isha Koppikar, but the part has been specially written for her.

Shah Rukh Khan, Priyanka Chopra and Arjun Rampal have already been finalized for the sequel and with Lara joining in the cast, The two former Miss India’s (Lara, Miss Universe and Priyanka, Miss World) will be seen together in the flick after a long gap since they first debuted in Andaaz opposite Akshay Kumar in 2003.

We have mainly five types of companies here.

??? * Large brand driven FMCG businesses with large cash generating capacities.
??? * Companies commanding almost monopolistic leadership in their respective industries.
??? * Companies that have recently completed major capex and are going to reap its benefits in FY11.
??? * Companies that have seen their business models evolve into becoming more robust also figure in the list.
??? * Companies that have taken a disproportionately bigger hit in the weak market and are now available at attractive valuation compared to their peers.

Brand driven businesses:

??? * Nestle India
??? * ITC Ltd
??? * Dabur India
??? * GSK Consumer Healthcare
??? * GlaxoSmithKline Pharma

Monopolistic Business Model:

??? * Asian Paints
??? * GAIL
??? * Crisil
??? * Container Corporation of India
??? * Bosch Ltd

Completed Capex (and ready to reap huge revenues the coming quarters)

??? * Petronet LNG
??? * Cipla
??? * JSW Energy
??? * Mahindra Lifespaces
??? * Anant Raj Industries

Changing business model:

??? * Shoppers Stop
??? * Alok Industries

Changed valuations

??? * Reliance Communications
??? * JK Lakshmi Cement

One of the key assumptions that have gone in preparing this list is that the current debt crisis in the Europe can be contained and tackled reasonably within the next few weeks. No stock market investments will remain safe if the crisis blows out of proportions into what we saw in 2008.