Bull's Eye: 12 must-have stocks for your portfolio

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Bull's Eye: 12 must-have stocks for your portfolio

Bull's Eye, the popular game show on CNBC-TV18, offer investors a chance to have a look at the stocks that can be added to their portfolio.

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Excerpts from Markets Midday on CNBC-TV18 Watch the full show » ALSO READ See what other Experts & Brokerages are saying about Sun Pharma Adv See messages about Sun Pharma Adv

Bull's Eye, the popular game show on CNBC-TV18, offer investors a chance to have a look at the stocks that can be added to their portfolio. In today's game, Prakash Diwan of Networth Stock Broking, Ashish Tater of Fort Share Broking and Kunal Bothra of LKP Securities place their respective bets in four stocks each. Investors can read into the detailed analysis made by these experts before agreeing to any or all the bets. Below are the stocks and their analysis:

Aashish Tater, Fort Share Broking

The first stock for the day is Sun Pharma Advanced Research Company with an intraday target of Rs 95.50. I have been maintaining that this is a safe bet and a long-term bet from portfolio perspective. We have a medium-term target of Rs 80.

The second stock for the day is also a rollover from yesterday's trade. I would like to rollover Gati Limited for an intraday target of Rs 64. We expect open offer from Blue Dart which will see momentum into related stocks and we feel that Gati could achieve an medium-term target of Rs 73-74 odd mark.

I would like to short Reliance Mediaworks for an intraday target of Rs 130. This is one stock that we feel comfortable in shorting every time we find weakness around the market. However I would like to put a stoploss of close to Rs 135.50 onto the stock.

The fourth stock for the day is Amar Remedies , a stock that I have been bullish on for some time now. The intraday target for the day is close to Rs 105.25. The company announced that the company would be selling its excess and we expect that this would reduce that debt substantially. Thus on the longer term frame the stock gets rerated. A stock available in a single digit PE multiple when other defensives are going very well, I think this stock would achieve my intraday target and even it is a very good long-term safe bet.

Prakash Diwan, Networth Stock Broking

A fresh pick in the portfolio is Tata Steel . The stock has been down and thanks to the commodity pack showing a lot of erosion in value. However the recent developments in terms of them being able to restructure a debt and hive off some of the investments that they have made at the profitable level should auger well for this stock. I would pick this with a target price of Rs 573 and a stoploss of Rs 543.

Another stock to the portfolio is from the EPC space, given the fact that interest rates are likely to inhibit a lot of fresh BOT business growth. The existing players are likely to benefit much more, especially the ones which are already cash positive and some of the BOT portfolios. This company is Atlanta , again fairly strong player on the BOT side and has been cash positive, very efficient working capital management level. So I would give it a target price of Rs 78-75 and probably a stoploss of Rs 73.

Now the stock that I would like to short today is TCS . We have already seen the headwinds on the IT space affecting most of the players and TCS being one of the largest and one of the most influential in this pack, also likely to get impacted negatively. Give it a target of Rs 1107 and may be a stoploss of Rs 1185 from yesterday's levels.

The other stock that I would like to short is Andhra Bank . We have already seen banking diminish a lot in terms of value. This is one bank that also would tend to be slightly weak in terms of new scenario where interest rates keep on hardening. It would be difficult to pass on cost to consumers to borrowers. Andhra Bank at this juncture could be a good short with a target price of Rs 129 and may be a stop loss of Rs 138.

Kunal Bothra, LKP Securities

My first stock for the day is to buy Man Industries with a target of Rs 145. I believe that the momentum is still bullish, the stock can touch levels of Rs 145 on an intraday basis. But I think if it manages to sustain above these levels, it can go to a level of close to Rs 160. But for intraday my target on Man Industries is Rs 145.

My second stock for the day is LIC Housing Finance which I am carrying from yesterday. I think this stock is all set for making levels of close to Rs 214 on intraday basis. The momentum indicators as well as the volumes in the favour of this stock and I think for the intraday my target of Rs 240 can be achieved easily on the stock.

My third stock for the day is Apollo Tyres . I think the stock, you look at the daily chart, the next resistance for the stock lies around the Rs 80 region. For this stock, go to levels of Rs 80 and even higher will be very easy. But on an intraday basis I am keeping a target of Rs 80 on Apollo Tyres.

My fourth stock for the day is Torrent Pharma. I am looking at a price target of Rs 680. This stock had witnessed a very strong run from close to Rs 450 odd levels to Rs 500 odd levels to Rs 600 odd levels. I think the stock has a capacity and has a probably a momentum that it can cross the previous high very easily. Volume accumulation in the entire consolidation has been very strong which probably suggests that the stock will continue to move on the upside. My intraday target of Rs 680 is on Torrent Pharma .