Buy BoB, TVS Motor, India Cements, ACC: Manoj Murlidharan

Manoj Murlidharan of Religare Securities told CNBC-TV18, "Kotak Mahindra Bank and Bank of Baroda are the two stocks where there is good fresh arbitrage and needless to say that we are entering the expiry. So these are two stocks where the momentum can be very positive.""Bank of Baroda is a buy at Rs 144 with a stop loss of Rs 138. We are expecting a target of Rs 162. Kotak Mahindra Bank at Rs 658 is a buy with a stop loss of Rs 647. We are expecting a move to Rs 682 on it," he said."We like TVS Motor Company especially for seven-eight days of expiry. At Rs 287, we recommend to go long with a stop loss of Rs 278 with a move to Rs 306 for the month of March." "Cement and metals are two sectors where the weightage used to be 6-7 percent of the entire derivative side, which has come down to 3.2 percent. Cement, in the last three-four days has been good buying which usually happens during the last seven days of expiry. Those specific stocks which are in the index have better chance to go up.""Ambuja Cements is a good stock where we are expecting good move. Another stock is ACC. If you have to punt on the long side it would be India Cements because that is one stock where there is consistent buying and the best part is every time it comes to an average price, the March awaited average price, then we see a cash based buying. I would still go with India Cements and ACC at this point in time for long positions."