Rajen Shah of Angel Broking is of the view that one can exit Educomp Solutions, Everonn Systems.

Shah told CNBC-TV18, "The education to Sarva Shiksha Abhiyan is going to be hiked substantially because the focus is going to be on education that is very clear. So one can look at Navneet Publications, which is quoting at cheap valuation. It is a solid brand into the business for few decades. It is quoting at about just 12 times the current year estimated earnings of about 7-7.5. So I think it has got a long way to go. So rather than betting on companies like Educomp or Everonn, which are quoting at fancy valuations I would certainly advice investors to exit the stocks and switch to Navneet Publications. Maybe some paper companies would do very well which are into writing and paper like BILT (Ballarpur Industries) that can do very well because it is quoting at very compelling valuations. Tamil Nadu Newsprint also should do well but BILT, which is significant player into the writing paper business should benefit immensely."