Bull's Eye: Stocks to buy today

SP Tulsian of sptulsian.com:

HOV Services

-Largest BPO co
-End-to-end svcs to telecom, BFSI, healthcare, retail
-Q1FY10 EPS at `14
-FY11 EPS seen at over `50
-Interim dividend of 25% already paid by co

First Leasing Company of India
-Posted FY10 EPS at `15
-FY11 EPS seen at `15
-Present book value at over `110
-Interest coming back in NBFcs

Shyam Telecom

-Leading maker of telecom equipment
-Services over 100 networks in 5 continents
-Q1 topline of over `130 cr
-Q1 bottomline in the black for 1st time
-See excellent growth opportunities ahead

Raj Oil Mills
-Issue price of `120 at the time of IPO
-IPO proceeds used for setting up 2 new projects
-Expansion on both projects underway
-FY10 EPS close to `11
-EPS close to `8 on annualised basis

Satish Betadpur , MD of IIR Group:

Adhunik Metaliks
-Into steel, mining and power biz
-Prodn already on in mines for coal & iron ore
-To backward integrate into making steel
-Backward integration to imrove EBITDA margins
-Clearances have come for the power plant
-See huge boost in earnings in coming yrs
-FY10 EPS at `12
-FY12 EPS seen at `24
-FY13 EPS seen at `36

KSK Energy Ventures
-Have power plants already in operation
-Earnings coming through from pwr plants
-Earnings growth of 69% in Q1 (YoY)
-450 MW pwr to come onstream in rest of the yr
-Stock at PE of 9x FY12e
-Upside seen fm 36 MW pwr plant in Chattisgarh

Kaveri Seed Company

-Good monsoon to be driver for seed growth
-FY11 EPS seen at almost `30
-Stock trading at under 10x earnings
-Stock trading at 50% discount to Monsanto
-Trading at significant discount to Rallis

Can Fin Homes

-Leading housing loan provider in India
-At lower valuations compared to peers
-Parent may merge co with itself
-Parent Co: Canara Bank
-Upside seen if merged with parent co

Disclosure: My clients and I may have personal holding in the stocks discussed.

Technical Analyst, Ashwani Gujral :

Gitanjali Gems has target of Rs 225
BL Kashyap has target of Rs 395
Provogue has target of Rs 70
Cosmo Films has target of Rs 140

Disclosure: I have no personal holding in the stocks discussed.