Will bet on Dish TV, United Spirits: Tulsian

Stock-analyst SP Tulsian of sptulsian.com explains that Dish TV and United Spirits are good shares to trade in on the increased possibilities of the cable-TV industry's conversion to digital format proceeding as per schedule and the sale of stake to Diageo.

Below is an edited transcript of the analysis on CNBC-TV18 Q: What are the stocks that you would keep on your radar, perhaps even to take a trading call for next week?
From a trading point of view, I will go long on Dish TV and United Spirits, considering that the United Spirits-Diageo deal is likely to happen and there is little probability of an extension of the deadline for digitisation of the cable-televsion sector. So both stocks look quite good. There maybe a short call on IRB Infra on the collection of the evidence by the government on alleged illegal links with BJP chief Nitin Gadkari. So the outlook on IRB Infra will definitely worsen or remain quite negative.
The two cash stocks which look quite attractive from the current point of view making investments on a shorter-term horizon of about a month are Mangalore Chemical and Bajaj FinServ. Bajaj FinServ has already come out with its numbers and the stock has seen a huge correction in the form of profit-booking on Friday that allows a good entry point for the stock at the current level. Mangalore Chemical has begun to look attractive on the increased possibility of a stake-sale point by the UB Group largely to mobilise funds for meeting the finance requirements of Kingfisher Airlines.