Your stocks: Top buying ideas by market experts

Watch the interview of Kunal Bothra of LKP Securities who shared his readings and outlook on specific stocks and sector & Gajendra Kothari of Etica Wealth Management answered few personal finance queries.Below is the verbatim transcript of Kunal Bothra's interview with CNBC-TV18:Ballarpur Industries

If the investors are absolutely clear in its timeframe that he/she is a long-term investor then these are times when you should really try and build your portfolios with at least seven to ten quality stocks. If your horizon is six months or probably one year, there are chances that you may see Ballarpur Industries (BILT) at Rs 20-22 odd levels. The current level is around Rs 16. So, if you try and hold on to the stock, because the weekly charts are showing some sort of a swing breakout on the indicators which is a good sign. So, if you can hold on for at least six months, there could be a chance you may see levels of Rs 20. Then you can take a call whether you want to book profits in that particular stock or look to reinvest or look to hold on to it from a longer-term perspective. You should try and build your portfolio in some quality names. In banking HDFC Bank looks absolutely good from a long-term perspective, also Maruti Suzuki, many of these largecap names even pharmaceutical names like Aurobindo Pharma, Dr Reddy's Laboratories; these are some very solid names which you should try and build your portfolio with over the long-term.Stocks I think it is better to try and build your portfolio with good largecap stocks. There are couple of good names which comes at least in terms of longer term chart pictures look fairly attractive. HDFC Bank, Tata Consultancy Services (TCS) from the IT pack looks extremely good. Aurobindo Pharma as well Maruti Suzuki, DCB Bank these are couple of five or six names which you can look at from a longer term perspective. Try and diversify your portfolio as much as possible and as regularly as possible. Wait for these corrections because these are very ideal times to try and add your portfolio. My sense, if your horizon is almost one to two years you can expect a steady return of at least 15-18 percent in these largecap names. Once the market picks up, once the intensity of the market picks up then it is better to try and take some risk in terms of the midcap names.Ashok Leyland & Fortis Heathcare If your time horizon is five years, then I do not see any reason why you should fidget around with Fortis Healthcare at current levels. I think you can wait for corrections, Rs 120-140 seems to be a very good base for Fortis Healthcare from a long-term perspective. On the hand, I think Ashok Leyland is also a very good stock, technically looking very good, very solid from a long-term, so I would say maintain that as well from a long-term perspective.