Lucky 13! Stocks that can cheer your portfolio next year

Independent Analyst, Ambareesh Baliga picked 13 stocks, which according to him should be on investors' radar next year. He is bullish on all these stocks and recommends buying them.

Reliance Industries:
Target Price: Rs 1040
Rationale: Trigger for the company would be gas pricing post 2014 and launch of 4G. Petro chemical margins have bottomed out and refining margins are improving Bharti Telecom
Target Price: Rs 390
Rationale: Upward revision in tarriff, consolidation in the sector and improvement in African operations would be the next trigger for the stock.  Also Read: Rupee set to end 2012 with losses despite big inflows Coal India
Target Price: Rs 460
Rationale: Wage hike and FSA issues are factored in already factored in the stock. Further upward revision in expected in coal prices. Educomp
Target Price: Rs 220
Rationale: Accounting policies and FCCBs had plagued stock in the last 18 months. The business model is quite unique with a huge presence in learning solutions. At the same time, about 70 brick and mortar institutions will pay off in the next two-three years. The negatives have overshadowed the potential of the company. Onmobile
Target Price: Rs 65
Rationale: The negatives of corporate governance issues have been priced in. The focus has shifted back from marketing to product development, where core competency lies. Though it may take a while for the markets to accept a company struggling to get back on track, the pedigree will ensure that mistakes are not repeated. SKS Micro
Target Price Rs 230
Rationale: Microfinance bill will override the draconian Andhra Micro finance bill. Microfinance sector is undergoing a structural change and is expect it to be the front end for banking in the rural sector for financial inclusion program. Jain Irrigation
Target Price: Rs 120
Rationale: Focus on irrigation projects in the election year and benefits of the NBFC would be felt in the next two-three quarters. Thinksoft
Target price: Rs 130
Rationale: The company’s niche is the software testing segment - after two years of downswing, the company is back on track and expanding. Its emphasis is increasing on independent testing agencies. Mahindra Holidays
Target Price: Rs 430
Rationale: Its unique model captures a customer for 25 years thus having long term  visibility. Though the company did not grow as expected in the last two years, the catch up would happen in the next two-three years where 70% increase in capacity is expected. This is a lifestyle stock which is yet to be discovered by the markets. United Phosphorus
Target Price: Rs 170
Rationale: It is amongst the top five global generic agrichemical players, with presence across value-added agricultural inputs ranging from seeds to crop protection products and post-harvest activities. United Phosphorous will grow at 30% to 35% for the next two years. Food security is also a top priority for most governments; reducing food loss is one of the easiest ways to boost food inventory. Hence, agrichemical companies would continue to do well in the wake of heightened food security risks, and strong demand is likely to be witnessed across the world. Va Tech Wabag
Target Price: Rs 680
Rationale: It is a leading company in the water treatment sector providing engineering, construction and maintenance services. With good order flows, the company should see CAGR of 25%+ over the next three-four years. Ceat
Target Price: Rs 140
Rationale: With rubber prices softening and the replacement market looking up, the margins should see a big boost in the next few quarters. The expanded capacity will ensure a healthy jump in the bottom line Exide
Target Price: Rs 190
Rationale: They sold record number of vehicles during the years 2008 to 2012 will ensure a steady replacement market where the margins are much higher than OEMs. There is preference for branded batteries and the number of players is limited with Exide having lion's share. So, the stock will hugely benefit.