SP Tulsian of sptulsian.com is positive on BGR Energy, BHEL, L&T, Thermax, ABB, Siemens and Cummins in the long-term. He is also positive on Hathway Cable, WWIL and Den Network.
According to him, ONGC may correct to about Rs 280 to Rs 285.
Below is the edited transcript of his interview on CNBC-TV18. Also watch the accompanying video.
Q: BGR Energy is the L1 bidder for NTPC