Bull's Eye: 12 stocks that experts bet on

CNBC-TV18 brings you a brand new week of Bull's Eye. It's the 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, SP Tulsian of sptulsian.com, Jagannadham Thununguntla of SMC Global and Rajesh Jain, Market Strategist battle it out for top honours. Below their top stock picks and analysis: SP Tulsian of sptulsian.com My first stock for the day is Hindustan Dorr-Oliver with a price target of Rs 58.50 for the day. The financials of the company are quite good with topline of Rs 1,000 crore and EPS of Rs 5.50 so that gives a fundamental value with the PE of about 10. But there is a buzz that promoters are looking to sell their stake which has been considered for quite some time. The sale is expected to take place at or above RS 70 per share so that can be a trigger for the stock to move up. My second stock for the day is PFC with a day target of Rs 199. The current loan book of the company is close to about 1 lakh crore and FY11 financial performance has been quite good with EPS of about Rs 23. So share is now rolling at a PE multiple of close to about 7.5 and price to book of about 1.25 which is calculated based on the earnings expected for FY12. The third stock for the day is Arvind which is the largest denim maker. The company is monetising their lands which they are holding in Ahmedabad and the sale proceeds thereof will be utilised by the company to expand their retail network. Falling cotton prices will help the company to improve their financial performance. We have been seeing good amount of buying in the stock for last couple of days and that seems to be a good trigger for the stock to buy at the current price at a day target of Rs 85.50. My fourth stock is Jindal Poly which is the largest PET & BOPP film maker in the country. The company has posted an EPS of close to Rs 126 for FY11 as well as the price to book of the company is rolling now at less than one with book value of the share now at Rs 350. This stock is recommended with a day target of Rs 318. Jagannadham Thununguntla of SMC GlobalFirst stock for the day is 3i Infotech as the deal is expected to happen and also technology can be a defensive bet in the current market conditions. As the F&O has expired there is a good chance that again the market will see a rough patch in that backdrop, 3i Infotech kind of tech stocks can be a good defensive bet with a day target price of Rs 49. Alstom Projects as the company is continuously receiving new orders from both PSU clients as well as private sector. Their recent tie up with the Shanghai Electric can be a big boost for them and the day target price in the company is Rs 545. Tata Coffee is the third pick for the day with the day target price of Rs 875.  Their recent tie up with the Starbucks can be a big boost for the stock. Fourth stock for the day is Yes Bank as a bounce can be expected in the banking stocks and the day target price of Rs 326. Rajesh Jain, Market Strategist ADF Foods is an interesting long term pick and i also expect the stock to reward fairly well on an intraday basis for a target of Rs 70-72. The company has recently decided to enter the Indian market as well with the same line of products under the brand name of Soul. It hopes to multiply it's sales five fold over the next five years. The company has very little debt and that would enable it to raise funds to embark on this fast expansion. Supreme Industries would be my next pick for an intraday target of Rs 195.
The most attractive part about the company are it's ratios and very robust returns. The recent weakness in the crude prices would ease the price of it's key raw materials and I expect the company to regain it's highs of one year ago. Emami would be an interesting buy on an intraday basis for a target of Rs 510. The company has just announced a foray into the nutriaceuticals market this would further strengthen it's personal healthcare and pharma products which is largely based on an ayurvedic platform. The company has an excellent range of OTC and other brands. It continues to add to these through acquisitions. Sadbhav Engg would be my pick in the infrastructure space for an intraday target of Rs 150. The company had excellent FY11 numbers and over the last two months it has continued to add to it's order book very handsomely. It is a key beneficiary of any likely revival in the roads projects. Click HERE to know the rules and follow the score card