Bull's Eye: Buy Bajaj Finserv, Lupin, Delta Corp, CIL

Remember these are midcap ideas not just for the day, but stocks that look attractive in the medium-term as well.

This week, SP Tulsian of sptulsian.com, Ashish Kapur or Investshoppe and Saurabh Mittal of Swadeshi Credits battle it out for top honours

SP Tulsian of sptulsian.com

Buy Bajaj Finserv with target of Rs 749 and keep a stoploss at Rs 699. The company has posted good Q4 numbers on consolidated basis and the EPS of Rs 61 is better than Q3 of FY12 as well as Q4 of FY11.

Buy Coal India with target of Rs 320 and keep a stoploss at Rs 303. The company is likely to get allotment of about 116 blocks from government of India at reserve price and that is likely to happen in the near future where the allocations of coal block will be done by the government and if that happens it will be seen quite positive for the stocks and as such the stock is ruling at its lower level where the value buying is also likely to emerge.

Buy HDFC with target of Rs 644 and keep a stoploss at Rs 611. The share yesterday has corrected because of the reduction of weightage in MSCI index and this goof-up actually happened because the foreign holding has been calculated at 76% while it is permitted to be at 100% in the company which is now at present at 71%. Once this gets corrected the renewed buying is likely to come back into the stock and this stock which has almost seen its bottom having recorded yesterday also seen a good value buy from hereon.

Buy Century Textiles with target of Rs 289 and keep a stoploss at Rs 273. The stock looks to have bottomed out and the positive view on its cement and realty sector is taken by the market.

Disclaimer: He doesn't have holdings in any stocks discussed but may have recommended them to clients.