5 stocks Sandip Sabharwal is bullish on from infra sector

economictimes.indiatimes.com:

"ABB and Siemens have done extraordinarily well. They have delivered extraordinary results over the last few quarters and as such is reflected in the stock prices. So, these two and Thermax, etc, I think they are very excessively valued. So, the outlook might be good but then the valuations are very excessive here," says Sandip Sabharwal, asksandipsabharwal.com.

Just wanted to revisit your thoughts on FMCG because you were constructive on some of these plays, like a Dabur for instance. Would you say deploy these kind of dips to perhaps add more positions?
If reasonable dips come, one should, because the stock moved from 500 to straight 620, 630, so it is a 25% plus kind of move. Stocks, they normally do not move 25% so fast and these are typically stocks where you would be looking at mid-double digit or those kind of returns, like these are not stocks which are going to give you 50%, 100% kind of return.

So, you need to wait, buy at the right prices. Even now the overall outlook for consumer stocks is constructive. And if monsoons pan out the way they are forecast to pan out, then I think they will have further legs to go.

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What is your own view on the entire sugar pack, considering the government is mulling an MSP hike, but for those who perhaps exited when the