Here are few stock trading ideas by SP Tulsian

In an interview to CNBC-TV18, SP Tulsian of sptulsian.com shared his reading and outlook on the market and also gave recommendations on various stocks.Below is the verbatim transcript of SP Tulsian of sptulsian.com's interview to Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC-TV18.Sonia: Give us your comment on Titan Company and how you expect the stock to move post numbers?A: Numbers are looking good. If you see their core segment, jewellery, has performed quite well. If you take a call of the demonetisation and if you see these kind of things, jewellery segments having performed, that will be seen quite well. One caveat is that because the stock has ran ahead of these numbers and now ruling closer to about Rs 400 levels, I don’t know what kind of upside -- because when you see these kind of results having factored in advance and sometimes you cannot extrapolate the present trend that things will continue on a positive bias. However, as far as the Q3 numbers are concerned, they are good.Anuj: Give us a comment on Minda Industries if you track it.A: Numbers are good and I don’t think the company has disappointed if you see the numbers for five-six quarters. The kind of picture and the confidence the management has projected and the kind of product range they have like aluminium die casting that seems to have the tremendous potential in the auto ancillary going forward. I am keeping a positive stance on Minda especially after seeing their Q3 numbers.Anuj: I remember you talking about Oudh Sugar being the best of the earnings and that stock was up another 10 percent yesterday. From hereon, is the risk reward still favourable for some of these Uttar Pradesh (UP) based sugar stocks?A: Q3 -- majority of them have shown the inventory gain but one should not forget that Q3 had an inventory gain when Q4 will be having the contribution from the co-gen and distillery and that will be equally rewarding that we have seen in Q3 numbers. That is one.Number two, the cost of production of the sugar has risen by about Rs 3 per kilogram for the simple reason that the state advised price (SAP) of sugarcane has been raised from Rs 280 to Rs 305 and with average recovery of 10 percent, it amounts to Rs 25 per quintal that is Rs 2.5 per kilogram (kg).However, correspondingly or conversely even the sugar realisations have increased by about Rs 3 per kg. So I don’t see any reason for Q4 also to disappoint.On the contrary, all the three segments will be seeing all sectors will be doing quite well whether you take distillery, co-gen and sugar. So maybe it is difficult to take a general call, you need to take an individual and specific call but broadly only for UP sugar mills, I don’t see any reason why Q4 numbers will be poor than Q3 numbers that we have seen.Things are going to be seen quite robust for the UP based sugar mills going ahead but one caution, in case of Tamil Nadu and Andhra Pradesh based sugar mills or Karnataka or few mills from Maharashtra, they don’t have much of the inventory having produced by them because of the lower production seen in all these four states, anywhere between 15 percent and 45 percent. So one has to remain cautious on that but I am keeping a positive stance on UP based sugar mills for next six months as well because I will be seeing a scary situation emerging in the month of September-October when the inventory will start dwindling, what we are estimating may not be able to get to be seen on the ground.