Bullish on PVR, Aarti Inds and Strides Arcolab: Deepak Shenoy

In a chat with ET now, Deepak Shenoy, Founder, Capital Mind, talks about his top three investment ideas at this point of time.

ET Now: If given an option to buy or make a portfolio of just three stocks, where you can digest 15-20 per cent downside and if your time frame is about three years, what would you like to buy in that three-stock portfolio?

Deepak Shenoy: A 10-15 per cent fall is nothing; you should be able to digest at least 25 per cent downside at this time. But that said, we are personally positive on a couple of midcap stocks.

We like PVR as a consumption story. There is Aarti Industries, which we like because even in these times, it is making new all-time highs. You can pick one stock between Strides Arcolab and Cadila Healthcare.