Your stocks: Investment picks by market expert

Watch the interview of Gaurang Shah of Geojit BNP Paribas Fin Svcs who shared his readings and outlook on specific stocks and sector & Pankaj Mathpal of Optima Money Manager answered few personal finance queries.Below is the verbatim transcript of Gaurang Shah's interview with CNBC-TV18:

Bharat Forge & Motherson Sumi My view is that the investor would be better-off buying something like Motherson Sumi Systems or something like Bharat Forge and both these stocks have corrected. As a disclosure we are maintaining our positive coverage on Motherson Sumi and Bharat Forge and given the price correction that we have seen in both the counters, I think it is a fantastic opportunity for a long-term investor to get in. So instead of Minda Industries my preference would be that if one looks at either Motherson Sumi or Bharat Forge. I think their performance is likely to improve because the overhang in terms of Euro zone is now done and dusted and that particular event has translated into price correction. So Motherson Sumi and Bharat Forge could be a better idea.Tata Motors Disclosure is we do maintain a positive coverage on Tata Motors shares as well as Tata Motors DVR and by no stretch of imagination at current valuations, Tata Motors looks extremely attractive in terms of investment ideas. Our target price stands at about Rs 580-600 and this, given the fact that there is concentration by the management as far as Jaguar Land Rover (JLR) is concerned to shift or rather to put up new production facilities, one is two in Europe and three in rest part of the world to set of the China negativity and this China negativity that you spoke about, now it is already priced in and we do not believe that the margin in China is going to drop further. Plus the India operation that is brand Tata Motors is doing very well. There is recovery with the new launches that they have already done. Market share numbers have improved and that is visible by month-on-month sales number that the company has reported. So, hold on to it.