Your stocks: Investment ideas by market experts

Watch the interview of Hemen Kapadia of KRChoksey Securities & Sharmila Joshi of Sharmilajoshi.com who shared their readings and outlook on specific stocks and sector. Hemen Kapadia of KRChoksey SecuritiesPipavav DefenceAs of now Pipavav Defence would be a hold. I wouldn’t have a five year view simply because I have data of five years. In this five years it has moved between Rs 30 on the downside Rs 120 on the upside without any directional bias, so honestly speaking we have gone nowhere. As of now it is oversold. A bounce seems to be on the anvil, so I would suggest a hold with a stoploss of Rs 52. Sharmila Joshi of sharmilajoshi.comBerger PaintsWe have seen Berger Paints at Rs 215-220 levels for the longest time and we saw it make that break in November-December when it went to Rs 270-280 kind of level. The logic is pretty much clear, it is because crude is in this kind of trajectory though it is sort of stabilised last couple of weeks, so I do expect it to go lower and stay in this range. So given that the profit margins for Berger Paints or any of the paint companies will remain good but the trick lies in the topline because we are not seeing any demand pick up. If you were in a situation where crude prices were lower and you saw demand pick up then paint companies would be the space to be in, but I still think that if you want a play which takes advantage of lower crude prices then paints is one sector. So one should stay put especially if one has a year's outlook.Pipavav Defence Pipavav Defence move from Rs 30 to Rs 120, Rs 120 was when euphoria must be high as that you will see big orders coming to Indian companies. Now because of the way markets are and because of the fact that we haven’t seen too much of that getting translated into real orders be little cautious because there is nothing else in the fundamentals to suggests why the stocks should even be at Rs 64. Let see what the Budget says, let us see in the next three-four months if anything of that happens in the mean time if you see a bit of a bounce in midcap space and you get an exit price use it. Unless of course some material development as happened in the mean time. So, I would sell but for a five year view maybe one can stay put because there was stock of defence orders and we really haven’t seen that happening.HCC We have seen this entire sector beaten down and if you are talking of like a two year view may be things can happen in these two years. You can see infra companies do better. My advice will be to switch from Hindustan Construction Company (HCC) because it make a lot more sense to switch to a company where earnings are already decent and they are not so leveraged. You can look at an IRB Infra or Sadbhav Engineering. We have heard a lot of road orders being awarded and both these companies are within that space. So, it might be a slightly safer bet within the infra space. However, as space it is beaten down, so just consider switching to another stock in the infra space if you want to remain there.Strides Shasun There is no getting away from the fact that pharmaceutical as a space has become quite volatile given the fact that we are seeing a lot more action from USFDA and lot more inspections and comments etc. Strides Shasun again has been volatile and the results have been good this quarter. They seem to be acquiring companies apart from of course the Shasun bid that they acquired. So, overall Strides is on a strong wicket and if one is patient then he/she will definitely get to see high levels from here. However, what we must bear in mind is that possibly next year – year and a half it would be a little volatile for pharmaceutical stocks. So, if one is willing to ride that out then I would suggest that one stays put.