Does it make sense to add L&T and BHEL at this juncture?

economictimes.indiatimes.com:

Sudip Bandyopadhyay, Group Chairman, Inditrade Capital, says “if somebody is willing to take a long-term bet, L&T definitely is a good buy. There may not be any miracles in the short term but if somebody is having, let us say, a two to three-year time horizon in mind, even at current level, L&T is a good buy. I will say the same thing for some of the other capital goods companies like Siemens and ABB. It is a secular positive cycle for capital goods companies.”
It is a problem of plenty, I guess, within the industrial space, right? But let us start off with the pure play capital goods names, be it L&T, BHEL or even the smaller ones, what do you buy more and do you buy more at this juncture after the kind of spurt and run up that these stocks have seen?
Well, I think, you know, it is a confluence of factors, which has kept these stocks moving. As far as L&T is concerned, we have been talking about the hydrocarbon opportunity, which is definitely there for L&T and that has started materialising. Look, with global oil prices moving up and almost hovering in the range between 75 and 90, I think a lot of opportunities are opening up in the Gulf and those hydrocarbon opportunities have started crystallising for L&T.

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I would not be surprised if there are more such opportunities coming L&T's way because they are one of the well-reputed players in this space. So as far as L&T is concerned, it is only execution, execution and execution. All of us will have to focus on the execution