Your stocks: Investment picks by market expert

Watch the interview of Vijay Chopra of enochventures.com and Manas Jaiswal of manasjaiswal.com with Surabhi Upadhyay & Nigel D'Souza on CNBC-TV18, in which they shared their reading and outlook on market and specific stocks. Vijay Chopra of enochventures.comJK TyreOne can hold on JK Tyre with the long-term perspective but I think that if one wants, one can switch to Apollo Tyres where the growth is good, probably much higher and seemingly it looks to be much better company right now than JK Tyre. It is also a good strategy at times when we have got some gains on one counter, it is better to switch to another counter and being in the same sector, you reap the benefits. So my take would be book profits and switch to Apollo.L&T Finance Holdings L&T Finance Holdings is a very strong contender and it happens that stocks consolidate for a long time and then they start spurting up. Financially, the company is very strong, the management is strong, the corporate governance practices are very strong, and of course the asset quality of the book is also good. So, I believe that this stock can go up with sharply once it starts doing so because it has very nicely consolidated. Other point I want to make forth is that there are many big funds which have invested in L&T Finance Holdings. So, there is a lot of confidence in the market and larger funds who have invested. So, my take is that definitely hold this stock with a two years perspective. If somebody looks at the stock, it can also cross Rs 100, so definitely a hold.ARSS Infra I think all the infrastructure companies which have very high debt, I would be very fearful to be invested in such companies, I won’t even recommend to investors. My take is that it is better that one gets out in any kind of rally from ARSS Infrastructure and if one wants to be in the infrastructure and the capital goods space, better switch to Larsen and Toubro (L&T) which is a far safer, better, fundamentally strong stock. L&T has corrected considerably. I think that it can reach Rs 1,600 if somebody holds with a medium-term perspective. So, definitely, an exit in this stock.BHEL If one wants to exit from BHEL, one can buy Larsen and Toubro (L&T) which is another market leader in the capital goods space. I think Bharat Heavy Electricals Ltd (BHEL) is available at a very good valuation as of now and as the market turns and as the focus - even in the Budget there was a lot of focus on the infrastructure space, so BHEL would be a definite beneficiary of the same.Cipla I think that USFDA has been brutal with the entire pharmaceutical pack. Lately, we have had news around government banning certain drugs and there is a ruling from the DPCA or drug price control about putting a cap on the prices. So this is definitely weighing heavy on all the pharma counters. I think that Cipla is a classic case of a consumption story. The domestic formulations market is very strong and I believe that Cipla has the potential to bounce back very sharply. I see target at about Rs 750-800 if somebody holds on to it. I think Wockhardt has slipped very fast, so one can probably switch to Wockhardt and wait for a target of Rs 1,200.  Manas Jaiswal of manasjaiswal.comMaruti SuzukiLast two months, Maruti Suzuki corrected almost Rs 1,500 from the top but the stock has made a strong base near to Rs 3,200 now. We may witness further recovery, stock can test its 200-day moving average, which is placed near Rs 4,000 mark. If you are talking about the little bit short-term like two-three months, one can hold the stock, keep the stoploss below Rs 3,400 but if you are talking about little bit long-term, around one-two years time, because the monthly charts are bearish. So, I think one should exit from the long position from higher levels near to Rs 4,000-4,100.ARSS Infra I think one should exit from ARSS Infrastructure because stock is making lower tops and lower bottoms. It is trading below 200-day moving average and possibly in the coming days, the stock can come down and test Rs 27-28 levels. So, I think at current levels, one should exit it and one should buy the stock only if it closes above Rs 40.Cipla Cipla is making lower tops and lower bottoms. It is trading below the 50-day moving average. Possibly we may see further downside. The stock is trying to make some base near to Rs 510 but looking at the pattern, I think on any bounce back near to Rs 560, one should exit from position in Cipla and can switch to Lupin because Lupin is looking strong on the charts. Lupin has taken support near Rs 1,680 and now it has some resistance near to Rs 1,900. However, looking at the pattern, I think it can break that resistance. It can come up to around Rs 2,100.