Know Your Investment: Stocks you can bet on next week

Moneycontrol.com’s Know Your Investment teams up with Bajrang Bafma, Head Research at Sunidhi Securities to answer investor queries posted on our Facebook page.

Below is Bajrang Bafma's views on various stocks/sectors.

Dinesh Choudhary: Can you suggest me five stocks five years?

Mr. Bafma: Asian Paints, Kansai Narolac, Tata Motors, Bajaj Auto, ICICI Bank.

Binesh P Nair: What is your view on State Bank of India (SBI)?

Mr. Bafma: Looks reasonably valued and attractive from near to medium term perspective.

Prem Mithaiwala: What is your long-term call on Tata Consultancy Services and Cipla?

Mr. Bafma: Positive on both the stocks but near term upside appears limited.

Srijan Chakravarty: What about Bharti Airtel?

Mr. Bafma: Negative on the sector and underweight on Bharti Airtel

Gajanan Bhardi: What is your view on pharma sector for the coming six months?

Mr. Bafma: Sector dynamics are favorable with growth to be robust but valuation for most stocks capture the optimism.

Sougata Rakshit: What about Power Finance Corporation and Zee Entertainment?

Mr. Bafma: We have a hold rating on PFC with TP 200. Zee is richly valued and factors much of the upside of ongoing digitization in the country.

AbdulHafiz Ahmed Damudi: Should I invest in Larsen and Toubro and Bharat Electronics?

Mr. Bafma: L&T looks attractive from a long term perspective and we do not see near term upside in the stock. BEL is a decent long term story and looks attractive at current valuation and we believe stock to perform strongly once economic cycle turns up.

Kamal Hasa: What is your call on SpiceJet?

Mr. Bafma: We have a negative outlook for the sector but recent hike in FDI limits could spark the stock if promoter decides to offload its stake or raise further capital through FDI route.

Sunil Mehra: What about Jet Airways?

Mr. Bafma: Any stake sale by the management or fund raising post FDI limits hike in aviation could spark a rally.

Gulshan Narula: What is your view on Alok Industries and Sesa Goa?

Mr. Bafma: We don’t have any view on Alok and don’t prefer Sesa Goa for regulatory overhangs.