Looking for power play? Buy these 5 stocks as SIP, says Sanjiv Bhasin

economictimes.indiatimes.com:

Sanjiv Bhasin, Director, IIFL Securities, says people are talking of largecap underperformance. But the stars have been REC, PFC, NTPC, and Coal India. While people kept doubting the PSU rally, they kept going higher. There is still more steam there. I would not advocate buying fresh ad hoc, one can do SIP in some of these stocks. These are on a multi-year high, which means there is much under participation, particularly from mutual funds and FIIs that these stocks are going to be huge outperformers.
Is there a trade in the short term in any of the jewellery, retail or textile stocks, considering everyone I have spoken to, referred to very long lines outside big stores.
Correct. I think Reliance Retail will be the biggest beneficiary. They are adding about 800 outlets per quarter. One thing which is getting unnoticed by the market is how fast Reliance Retail is expanding into the market share and gaining market share. Earlier, they had about 2,000 outlets, now it is 800 per quarter. You can imagine how fast this multiplicity will be and that caters to all needs.

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Second, if you want to buy jewellery, most people will suggest smaller names, but stay with the brand leader, Titan. In North India, you cannot believe how many weddings there are in the next two months and Titan will be the best play on that.
Thirdly, you said textile. So you can buy a mix of stocks. Nahar Spinning and Monte Carlo are two stocks which we own from much lower levels and we think they are a very