Here are Taher Badshah's top trading ideas

Watch the interview of Taher Badshah of Motilal Oswal AMC with Latha Venkatesh & Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.Below is the verbatim transcript of Taher Badshah's interview with CNBC-TV18Gujarat Pipavav Port"Gujarat Pipavav Port is clearly a business which has got significant amount of operating leverage given their fixed cost almost form about 70 percent of the total. So, obviously there is an impact both ways. This time around after the string of several good quarters they have faced with certain challenges, which to a large degree have been one-off." "We have seen volumes come off by nearly about 30 percent odd in this quarter. A large part of that volume decline has actually been on account of certain force majeure conditions wherein they have lost almost about 25 percent of that 35 percent of volume decline. Some part of it is also on account of certain client losses," he said."There is a significant impact in this quarter in particular on account of weather conditions, force majeure conditions etc which is clearly something which is now setting itself right and probably will reverse in the subsequent quarters. Having said they of course will still be faced with a near term challenge of retrieving some part of their loss in business volumes and certain cliental which partly is also head winded." "There will be certain near term challenges and given that there is also a fairly elevated valuated situation here. The stock has undergone this correction over the last few days and particularly yesterday. Broadly the business still remains reasonably solid. We think in FY17-18 the volume recovery will be once again very strong and operating leverage can take it on the other side too. So, we will continue to hold on."NBFC"We continue to hold Bajaj Finance and Repco Home Finance and clearly we still continue to remain positive on these names. Cearly, we see medium to long-term headroom for these companies to do well in their respective segments. Few of them are leaders in their respective segments and almost rule like monopolies out there." "They have great franchise but these are also stocks which have performed exceedingly well. You may not be able to justify if you have a short-term view on the basis of valuations. Still to us they are looking good for anywhere between 15-25 percent CAGR growth over a more medium-term perspective," he said."If that is the kind of growth expectations one has in mind, then one has to calibrate valuations accordingly and buy these. Since we have been holding it for long time, we are happy to continue holding them for a while."