Tulsian`s view on Sintex, Lanco, BGR Energy, BHEL

SP Tulsian, sptulsian.com shares his view on Sintex, Lanco, BGR Energy and BHEL.

Tulsian told CNBC-TV18, “I may not be too comfortable with a stock like Punj Lloyd or may be GMR, GVK from here on because no clarity has really emerged out of that. May be in case of HCC also probably I’ll be bit cautious because nearly on the debt recast plan the stock since moving up and the kind of clarity which we are seeing going ahead is not too comforting.”
He further added, “I’ll be too comfortable and confident on stocks like Sintex, Lanco Infratech or may be Suzlon because the events which are lined, up just to give you an example of Arvind, it has been languishing for last two weeks or so because there was strike at the Naroda factory. But when we got the hint couple of days back that the probability is nearing to an end, these events if somebody ahead of those events if somebody can take a call probably can really expect a very good upside happening in the stock. So similar is the case I am expecting in case of Suzlon where they are likely to meet their FCCB liability which is falling due on 28th July. So ahead of that lot of pessimism or may be apprehensions continues to remain on the stock that they may not be able to meet the liability. But traders or may be the short term investors need to have little convection. You cannot keep on swinging with the trend all the time. So if you take a call ahead of that, similar is the case with Lanco Infrastructure. So I am probably little positive on these kind of stocks or may be Sintex.”
“Crompton Greaves is a different ball game into the cap goods sector where I am keeping a positive view along with many other stocks like BGR energy, BHEL and Crompton Greaves as well. So need to bifurcate these stocks between two parts where we have some caution apprehensions and where we have some confidence in view of the events lined up ahead of sometime.”