Explore Now Daljeet Singh Kohli, CIO, Stockaxis.com, says KPIT, Birlasoft and MindTree are his favourite stocks when it comes to the IT basket. Edited excerpts from an interview: Is it time to relook at disinvestment candidates? I think the move related to disinvestment has already been factored in most of the stocks, especially BPCL and Concor. This has been going on for almost a year now; it took more time than what was expected. From here onwards, the next move we have to watch out for will be the kind of valuations they command and do they really get what the market is expecting. In case of Concor, people are trying to compare it with Adani Ports. Those who have already entered in at lower levels last year or who have been waiting for patiently, it is time to partially book some profits and wait for some more gains. For fresh entry, we will have to wait for some more trigger points. So we are not suggesting any new buys on this stock.