SP Tulsian, sptulsian.com, says that he is not impressed with the results of Dish TV though the markets have given thumbs up to the results. However, he has a buy call on Zee and expects profit booking to come in for Dish TV. On SKS Microfinance, he has a positive view on the stock and expects the stock to touch Rs 120 crore in next two-three months.
I estimate that the July 23 to August 3 period is time for the government to demonstrate performance- from the hike in import duty on power equipment and increasing diesel prices to allowing the FDI in retail. I am positive on three stocks maybe in the order of preference - BHEL, BGR Energy and L&T.
Tulsian picks Zee News, SKS Microfinance, BHEL and L&T
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