Tulsian told CNBC-TV18, "One cannot really generalize because the kind of stocks or the stocks which we have just now discussed about the fall and all that - I probably may not be comfortable. But yes there are umpteen number of ideas in the midcap space where on can really keep an eye. Just to give an example - maybe in the Agri space I will be keeping an eye on Jain Irrigation, maybe Advanta, maybe Monsanto , maybe insecticides. These kind of stocks are having even in the fertilizer space probably I will be comfortable with GSFC or maybe again in the midcap space I will be comfortable with Swaraj Engines."
He further added, "So one has to really pick and choose where you have the growth visibility, where the companies are sitting on cash to the extent of about 10-15% or 20% of their present market cap. Reasonable - 4X the EPS of the face value plus reasonable dividend payout. So there are many ideas available but won't be touching the stocks which we have just been flashed on the screen as a weekly loser or weekly loss makers."
