Join the rally with these stocks/sector tips from experts

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Join the rally with these stocks/sector tips from experts

CNBC-TV18's Sonia Shenoy and Anokhi Parikh spoke to Radhika Gupta, Director, Forefront Capital Management for her fundamental view and Hemen Kapadia of chartpundit.com for his technical view on various stocks and sectors.

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Excerpts from Your Stocks on CNBC-TV18 Watch the full show » ALSO READ See what other experts are saying about markets See what FIIs are saying about the markets See what Udayan Mukherjee is saying about the markets

CNBC-TV18's Sonia Shenoy and Anokhi Parikh spoke to Radhika Gupta, Director, Forefront Capital Management for her fundamental view and Hemen Kapadia of chartpundit.com for his technical view on various stocks and sectors.

Here are the expert views on various stocks/sector:

On Sesa Goa

Gupta is positive on the stock. "We are bullish on Sesa Goa and I think it's a sector and a stock to be invested in for the long term if the investor has that kind of horizon. We are very bullish on the commodity space and on the metal space within that so we read that as a positive development and within that space Sesa Goa has consistently been in a favorable position so bullish on the stock overall."

Kapadia is in sync with Gupta on this one. He says, "The stock looks good. We had a protracted decline. We are out of that, it's stabilized and now it's looking good. I would have a buy on the stock. It looks good from a medium to longer-term point of view."

On Bharti Airtel

Gupta says if you have a longer-term horizon on telecom and Bharti then it's not such a bad space to be in. She says, "We were fairly bearish on telecom but now we have become a little more neutral on the sector and Bharti is the best bet within the telecom sector. It has the highest growing market share, a good outlook ahead with the Zain deal that they have strong operations, but you need to have a longer term outlook in Bharti, maybe a year or two years to really reap the benefits. In the shorter-term we would be little bearish or neutral." She also adds that she doesn't see a major recovery coming back into the sector or into Bharti in the three-six months horizon. She says if the investor is looking at a shorter-term, he should probably exit and deploy that investment into more attractive sectors so like power, auto's or pharma, something where he will see a shorter term gain.

Kapadia agrees with Radhika's viewpoint. He says, "It's going to take a long time. We have moved from Rs 260 to Rs 380 almost. I have a hold on the stock because it's a technical weakness but it is getting heavy. The upside is getting tightly capped so six months I am not sure. Stock doesn't look bad but the cream has been lost. We could be just walking into a correction, not yet but we are probably on the anvil of walking into a correction and that could take a few months or so." He says to hold the stock and needs to extend his time horizon from six months to about two years or more.

On auto space:

Gupta says, "I think that perspective on Maruti is that while auto is growing sector, Maruti has seen fair amount of strong volume growth. If the investor has to be in the auto sector there are other individual names within autos where he is likely to see better growth in the prices because Maruti while the topline has been good because of the royalty payments, the bottomline has been hit and is likely to continue being hit. So, something like a Tata Motors or even a Mahindra and Mahindra in the similar space are probably more attractive investments.

On Maruti Suzuki:

Kapadia says, "I think the auto sector looks good, but I think most of the stocks have had run ups, no exceptions there. But I think Maruti will be a hold. I am not sure of the investor's idea of selling now and buying back later can be practically implemented. Sounds good, but sometimes you could miss out on stocks in markets like these. So, yes, Maruti have moved up for seven weeks in a row. Its ripe for a correction, its overdue, it's likely overbought. But since the investor has got a longer term investment outlook, I think it we will have a hold on Maruti. Maruti is in a longer term uptrend and we have just finished a 14 month-12 month correction so to speak and we will be back on track again. So, longer term point of view I would have a hold. Shorter to medium-term yes Maruti is probably susceptible to a correction."