Bull's Eye: Buy Delta Corp, Sadbhav Engg, IVRCL

Bull's Eye, CNBC-TV18's popular game show, where market experts come together to dish out trading strategies for you to make your week more exciting and compete with each other to see whose portfolio is the strongest.

Remember these are midcap ideas not just for the day, but stocks that look attractive in the medium-term as well.
This week, Ashish Kapur of Investshoppe, Vishal Jajoo of Nirmal Bang and Pankaj Jain of Sunteck Wealthmax battle it out for top honours. Below their top stock picks and analysis: Ashish Kapur of Investshoppe
My first call for the day is a buy position on Kotak Mahindra Bank with a target at Rs 566 and a stop loss at Rs 523. We are quite sanguine that going forward, this is one bank which will outperform the market. The bank has very clear focus on working capital loans as well as transaction banking and is staying cleared of huge concentrated transactions. This ensures that the asset quality of the bank will not deteriorate, as it is the quality of asset is fairly strong.
My second call for the day is a long position on Century Textiles with a target at Rs 368. We feel that in this market it is going to be a very stock specific approach, which will work so it is best to stick to companies where the performance is something to write home about and Century Textiles certainly is one such stock where the performance has been very good. We believe that given the traction in cement as well as their capacity increase in textile business, we are quite confident that these stellar numbers can get repeated going forward. So we feel that this is one stock where investors can safely invest in.
My third call for the day is a long call on Sadbhav Engineering with the target at Rs 167 and a stop loss at Rs 149. Combination of road construction along with irrigation and a bit of mining projects, augur very well for the future for this company. They have a good order book at about 2.7 times the FY11 turnover which is mainly into road construction about 67% and rest is divided between irrigation and mining projects. The size and the quality of the projects are fairly good and we feel that the earnings growth going forward is clearly visible.
My final call for the day is a long call on Pidilite Industries. The target is at Rs 172 and a stop loss at Rs 158.5. This company enjoys very good leadership position in number of its brand, they are consolidating their leadership position in various brands as well as launching various loyalty programmes to ensure that the demand for their product continues. So we are quite confident of this company