Bull's Eye: Buy Lupin, HDFC Bank, Coal India; short Havells

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Bull's Eye: Buy Lupin, HDFC Bank, Coal India; short Havells

Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

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Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

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

This week, Rajesh Agarwal of Eastern Financiers, Aashish Tater of Fort Share Broking and Rakesh Gandhi of LKP battle it out for top honours

Below their top stock picks and analysis:

Rajesh Agarwal of Eastern Financiers

Buy Cox & Kings with a stop loss of Rs 173 and target of Rs 194. The company has reported good performance in the previous quarter and they have made some acquisitions abroad which is going to add to the performance in times to come. It's a well recognized holiday brand with around 25 years of history and having subsidiaries almost all over the world. We think this company with its subsidiaries fully geared to take advantage of the coming holiday season hence we recommend a buy.

Buy Lupin with a stop loss of Rs 419 and a target of Rs 448. This is a pharmaceutical company with presence both in domestic and international market, reported strong set of numbers in September quarter which we believe is going to be repeated in this quarter also. We believe that the valuation at which this company is trading that is around 18 times FY12 earnings is quite a reasonable considering the kind of growth this company has shown in last quarter and expectations in next 2-3 quarters.

Buy Jubilant Foodworks with a stop loss of Rs 745 and a target of Rs 800. This company runs Dominos pizzas with around 411 stores spread across 93 cities and controls around 50% of the organized pizza market. They have plan for opening stores in Sri Lanka and Bangladesh also, reported good set of numbers in September quarter, 28% jump in PAT and around 47% jump in sales. We think this performance is going to continue for some more time.

Buy Tata Power with a stop loss of Rs 84 and a target of Rs 96. All its plants which are under construction are on schedule and that shows the capability of the management in running the show. We expect the company to have an installed capacity of around 7900 megawatt by FY13 which itself speaks about the kind of volumes this company can generate. With their own coal mines they are in a better positions compared to other companies. Hence we recommend a buy.