'I come from very poor background. I want to be grow financially strong.'
'I had seen my parents borrow money from others for my education and for home needs.
I want to make my family proud.'
'I want to make my father happy by putting him in a position that he lends money to someone who is in need.
I am working and as of now I am earning Rs 20,000 in hand.'
'I am investing Rs 5,000 in mutual funds. I am thinking to invest slowly a small amount in stock market also. Could you please suggest me how can I make money?'
Ajit Mishra, vice president, Research, Religare Broking, answers your stock market queries:
Abhishek Chaurasia: I need some view of Mr Ajit Mishra on my portfolio which are mention below: please do let me know HOLD or EXIT.
Ajit Mishra:
| Alembic Pharma @971 |
Hold |
| Black Rose Indus @136 |
Hold |
| HDFC Life Insur. @572 |
Hold |
| Indian Hotels Co @67 |
Exit |
| IOL Chemicals @819 |
Hold |
| Manappuram Fin. @159 |
Hold |
| Trident @7.30 |
Exit |
| Yes Bank @16.57 |
Exit |
Sugavanam Padmanaban: Looking for long term investment (3-5Y) for Wealth creation and hold the following stocks in my portfolio. Could you suggest for adding more and weightage split? Thanks in advance for your support.
Ajit Mishra: You can add Aurobindo, Coromandel, SBI Cards and ITC in a staggered manner
| Aurobindo pharma- 15 @700 |
Hold |
| Coromandel International - 15 @ 515 |
Hold |
| Dhabriya Polywood - 50 @ 150 |
Exit |
| Eicher motors - 5 @ 2200 |
Hold |
| IDFC bank - 900 @37 |
Exit |
| ITC ltd -80 @180 |
Hold |
| Jk Tyre -170 @160 |
Hold |
| Manappuram - 60 @ 165 |
Hold |
| SBI Card - 9 @755 |
Hold |
| Tata Chemicals - 30 @ 650 |
Hold |
| Tata Consumer - 80 @ 200 |
Hold |
| OCCL - 100 @ 750 |
Exit |
| Ambika Cotton - 100 @600 |
Exit |
| L&T -100 @850 |
Hold |
| Rajesh Exports - 10 @450 |
Exit |
Rony Chirayath: I have bought Indiabulls Hosuing Finance qnty of 4800 @330/share last year November 2019 please advice me what should I do. Will be very thankful to you with your honest advice.
Ajit Mishra: Exit the stock
Nithy S: Thank you for providing expert opinions. I have a few stocks that I'm holding for a while and need your inputs on that.
Ajit Mishra:
| S.No |
Stock |
Qty |
Avg.Price |
Total Investment |
Opinion |
| 1 |
BEL |
409 |
145.56 |
Rs 59,534.04 |
Hold |
| 2 |
HBL Systems |
100 |
55.75 |
Rs 5,575.00 |
Exit |
| 3 |
ITC |
17 |
277.06 |
Rs 4,710.02 |
Add |
| 4 |
Karur Vysya Bank |
100 |
107.24 |
Rs 10,724.00 |
Exit |
| 5 |
Union Bank |
180 |
91.17 |
Rs 16,410.60 |
Exit |
| 6 |
Yes Bank |
1032 |
18.89 |
Rs 19,494.48 |
Exit |
Jay Pandya: I am holding following share for past more than one year which are all in negative returns as of today. Could you please advise on whether to hold or sell and book the loss:
Ajit Mishra:
| Bharti Airtel- 100 nos. @550/- |
Add |
| Birla Corporation -140 nos. @1100/- |
Hold |
| C G Power - 400 nos. @ 160/- |
Exit |
| Coal India -200 nos. @325/- |
Exit |
| HPCL -100 nos.@ 275/- |
Hold |
| Indian Oil-320 nos. @188/- |
Hold |
| ONGC-100 nos.@220/- |
Exit |
| Piramal Enterprises-550 nos. @2430/- |
Hold |
| Power grid Corporation-450 nos.@195/- |
Hold |
| REC Ltd- 100 nos. @143/- |
Exit |
| SBI-200 nos. @250/- |
Hold |
| Somany Ceramics- 100 nos. @648/- |
Hold |
| Sun Pharma- 200 nos. @810/- |
Hold |
| Tata motors -150 nos.@290/- |
Hold |
| Tata Steel- 50 nos. @505/- |
Hold |
| Yes Bank-100 nos.@ 304/- |
Exit |
Anonymous: I am a Regulatory Pharmacist in a Pharmaceutical company. I come from very poor background. I want to be grow financially strong, I had seen my parents borrow money from others for my education and for home needs. Many times my mother used to borrow rice from neighbours. I want to make my family proud. I want to make my father happy by putting him in a position that he lends money to someone who is in need. I am working and as of now I am earning Rs 20,000 in hand.
I am investing Rs 5000 in mutual funds. I am thinking to invest slowly a small amount in stock market also. Could you please suggest me how can I make money in other ways? I will wait for your suggestions sir.
Ajit Mishra: You can start investing in Nifty stocks such as Britannia, Dabur, TCS, Infosys, Reliance Industries, HDFC, Axis bank, ICICI bank, etc in staggered manner for long term. These stocks have decent fundamentals, good growth prospects and prudent management.
Sunil Kapoor: we should hold the stock of PVR & VI now or sell it because these shares not growing.
Ajit Mishra: Hold PVR and Exit VI
M SHARMA: hello I have following stocks in my portfolio. Please advise on them
Ajit Mishra:
| Adani Green@727 |
Exit |
| Adani Ports@357 |
Hold |
| ADVENZYMES@ 340 |
Hold |
| Cadila HC@ 433 |
Hold |
| CDSL at 493 |
Hold |
| IGL@392.68 |
Hold |
| Jubilant @728 |
Hold |
| SRTRANSFN @654 |
Hold |
| Sunpharma @521 |
Hold |
Chandan Sharma: Here is my current holding. Please help me with your opinion on whether to hold or to dispose. Also let me know if I can add any of them further:
Ajit Mishra:
| AARTI INDUSTRIES LTD @1128 |
Hold |
| ASTER DM HEALTHCARE LTD @102 |
Exit |
| BF UTILITIES LIMITED @166 |
Exit |
| CAPRI GLOBAL CAPITAL LIMITED@ 225 |
Exit |
| EIH LIMITED@ 90 |
Exit |
| G N A AXLES LIMITED @168 |
Hold |
| HIL LIMITED@ 1633 |
Hold |
| VODAFONE IDEA LIMITED@ 4 |
Exit |
| LINCOLN PHARMACEUTICALS LTD @253 |
Exit |
| NIPPON LIFE IND ASSET MANAGEME@ 293 |
Hold |
| SOUTH INDIAN BANK LTD@ 6 |
Exit |
| TATA MOTORS LIMITED@ 75 |
Hold |
| THYROCARE TECHNOLOGIES LIMITED@ 553 |
Hold |
| TIPS INDUSTRIES LIMITED@ 183 |
Exit |
| YES BANK LIMITED@ 15 |
Exit |
Nitin Yadav: Please advise on my current holdings:
Ajit Mishra:
| Exide Industries Ltd. 100 @159.66 |
Hold |
| DCB Bank 100 @84.20 |
Exit |
| SBI 100 @192.10 |
Hold |
| Ashok Bulidcoin 100 @66.45 |
Exit |
| Sadbhav Engg 25 @270.50 |
Exit |
| Equitas Holding 100 @51.61 |
Exit |
| SBI Cards 19 @755 |
Hold |
| Coal India 200 @130 |
Exit |
| ICICI Pru Bharat 22 ETF 695 @35.97 |
Hold |
| Castrol India 100 @128.82 |
Hold |
| IOCL 200 @87.65 |
Exit |
| Kalptaru Power 100 @250.25 |
Exit |
| Dish TV 50 @81.21 |
Exit |
| Snowman Logistics 100 @50.05 |
Exit |
| VRL Logistics 65 @205 |
Exit |
| Gujrat Piplav Port 200 @76.81 |
Hold |
ajay kumar: I am not a regular investor but having following shares: Please advise whether should I sell or hold
Ajit Mishra:
| (1) Minda Corporation Limited - 12000 numbers @ Rs. 65/- |
Hold |
| (2) Vedanta - 200 shares @ Rs. 95/- |
Exit |
anil shah: Please review my portfolio. Please tell your views on hold or add or exit
Ajit Mishra:
| 1. Petronet LNG |
Hold |
| 2. City Union Bank |
Exit |
| 3.Britannia |
Hold |
| 4. Interglobe Aviation |
Hold |
| 5. Rallis India |
Hold |
| 6. Muthooth Finance |
Hold |
| 7.Piramal Enteprises |
Hold |
| 8.Aurobindo Pharma |
Hold |
| 9.Indian Hotels |
Hold |
| 10.Gujarat Heavy Chemicals Limited |
Hold |
Anil Kashi: Please suggest should I hold or exit the following stocks
Ajit Mishra:
| 1) Guj.St.Petronet |
Hold |
| 2) Hindustan Aeronautics |
Hold |
| 3) Mahindra Logistics |
Hold |
Subhasish Maity: I have read your article and recommendations on share market. Thanks you and Rediff for sharing your views which is very impressive and unbiased recommendation. Please advise your opinion on my below portfolio & will be highly appreciated.
Ajit Mishra:
| Company Name |
Qty |
Average Cost Price |
Sell / Hold recommendation |
| FORCE MOTORS LIMITED |
30 |
3509.5 |
Exit |
| METALYST FORGINGS LTD |
220 |
341.94 |
Exit |
| MRF LTD |
2 |
62645 |
Hold |
| ZF STEERING GEAR (INDIA) LIM |
30 |
683.29 |
Exit |
| EQUITAS HOLDINGS LIMITED |
600 |
165.61 |
Exit |
| LT FINANCE HOLDINGS LIMITED |
300 |
103.7 |
Hold |
| MULTI COMMODITY EXCHANGE |
1 |
1753.3 |
Hold |
| PTC INDIA FINANCIAL SERVICES L |
1000 |
34.92 |
Exit |
| UCO BANK |
350 |
39.09 |
Exit |
| DECCAN CEMENTS LTD |
17 |
586.44 |
Exit |
| PRIVI SPECIALITY CHEMICALS LTD |
50 |
570.91 |
Hold |
| APCOTEX INDUSTRIES LIMITED |
100 |
166.61 |
Exit |
| ASAHI SONGWON COLORS LTD |
200 |
217.23 |
Hold |
| ASHOK ALCO-CHEM LTD |
1200 |
85.49 |
Exit |
| AKSHARCHEM (INDIA) LTD |
500 |
245.94 |
Hold |
| BHAGERIA INDUSTRIES LIMITED |
1070 |
160.79 |
Hold |
| INDIA GELATINE & CHEMICALS LTD |
88 |
98.41 |
Exit |
| PLASTIBLENDS INDIA LIMITED |
800 |
221.82 |
Hold |
| S H KELKAR AND COMPANY LIMITED |
200 |
313.73 |
Exit |
| SHREE PUSHKAR CHEMICALS |
200 |
252.4 |
Exit |
| TITAN BIO-TECH LTD |
100 |
169.78 |
Exit |
| TYCHE INDUSTRIES LTD |
120 |
262.49 |
Exit |
| UPL LIMITED |
150 |
471.09 |
Hold |
| VIKAS ECOTECH LIMITED |
100 |
6.02 |
Exit |
| ASHOKA BUILDCON LIMITED |
1300 |
94.88 |
Exit |
| MADHAV MARBLES & GRANITES LTD |
2300 |
57.53 |
Exit |
| SOBHA LIMITED |
100 |
338.4 |
Hold |
| UNITECH LTD |
2200 |
18.31 |
Exit |
| BOROSIL LIMITED |
100 |
159.42 |
Hold |
| TREE HOUSE EDUCATION & ACCESSO |
600 |
17.52 |
Exit |
| DELTA MANUFACTURING LIMITED |
266 |
0 |
Exit |
| FINOLEX CABLES LTD |
150 |
403.11 |
Hold |
| INOX WIND LIMITED |
300 |
156.51 |
Exit |
| MIC ELECTRONICS LIMITED |
4000 |
9.84 |
Exit |
| SHAKTI PUMPS (INDIA) LTD |
50 |
226.59 |
Hold |
| UJAAS ENERGY LIMITED |
2000 |
37.1 |
Exit |
| VA TECH WABAG LIMITED |
100 |
592.81 |
Exit |
| CCL PRODUCTS INDIA LIMITED |
100 |
333.89 |
Hold |
| GODFREY PHILLIPS INDIA LIMITED |
80 |
1104.6 |
Hold |
| PIDILITE INDUSTRIES LTD |
10 |
1621.7 |
Hold |
| SKM EGG PRODUCTS EXPORTS (INDI |
460 |
134.04 |
Exit |
| USHER AGRO LIMITED |
2000 |
11.39 |
Exit |
| VARUN BEVERAGES LIMITED |
30 |
805.86 |
Hold |
| ZYDUS WELLNESS LIMITED |
2 |
1840.8 |
Hold |
| HELIOS & MATHESON INFORMATION |
1200 |
70.28 |
Exit |
| BIRLASOFT LIMITED |
50 |
248.89 |
Hold |
| HIND ALUMINIUM INDUSTRIES LTD |
100 |
82.3 |
Exit |
| JINDAL STEEL & POWER LIMITED |
200 |
199.39 |
Hold |
| TATA STEEL LONG PRODUCTS LTD |
150 |
552.58 |
Hold |
| 3M INDIA LIMITED |
4 |
21142 |
Hold |
| VIKAS PROPPANT AND GRANITE LTD |
1000 |
2.68 |
Exit |
| VIKAS MULTICORP LIMITED |
20 |
10.14 |
Exit |
| BALLARPUR INDUSTRIES LIMITED |
100 |
1.42 |
Exit |
| ALEMBIC LTD |
340 |
102.36 |
Hold |
| ALPA LABORATORIES LIMITED |
400 |
43.84 |
Exit |
| ANUH PHARMA LTD |
130 |
157.56 |
Exit |
| CORAL LABORATORIES LTD |
53 |
731.54 |
Exit |
| JAGSONPAL PHARMACEUTICALS LIMI |
400 |
41.05 |
Exit |
| MANGALAM DRUGS AND ORGANICS |
235 |
325.61 |
Exit |
| MARKSANS PHARMA LIMITED |
900 |
81.52 |
Hold |
| SYNCOM FORMULATIONS (INDIA) LT |
13000 |
2.52 |
Exit |
| EMMBI INDUSTRIES LTD |
300 |
109.39 |
Exit |
| EPL LIMITED |
10 |
255.65 |
Exit |
| KANPUR PLASTIPACK LIMITED |
833 |
148.66 |
Exit |
| PRIMA PLASTICS LTD |
400 |
154.58 |
Exit |
| SINTEX PLASTICS TECHNOLOGY LTD |
1000 |
92.03 |
Exit |
| ABAN OFFSHORE LTD |
300 |
315.65 |
Exit |
| GOL OFFSHORE LIMITED |
1000 |
10.59 |
Exit |
| FUTURE RETAIL LIMITED |
200 |
131.99 |
Exit |
| MIRZA INTERNATIONAL LIMITED |
200 |
159.59 |
Exit |
| AEGIS LOGISTICS LTD |
20 |
235.72 |
Exit |
| GATI LIMITED |
500 |
262.75 |
Exit |
| GUJARAT PIPAVAV PORT LIMITED |
250 |
188.76 |
Exit |
| SHREYAS SHIPPING AND LOGISTICS |
200 |
778.79 |
Exit |
| VODAFONE IDEA LIMITED |
800 |
9.64 |
Exit |
| ALOK INDUSTRIES LIMITED |
100 |
27.4 |
Exit |
| KITEX GARMENTS LTD |
112 |
468.71 |
Exit |
| RSWM LIMITED |
200 |
404.79 |
Exit |
| RUBY MILLS LTD |
200 |
401.58 |
Exit |
| SANGAM (INDIA) LTD |
700 |
264.82 |
Exit |
| SINTEX INDUSTRIES LTD |
300 |
35.58 |
Exit |
| TRIDENT LTD |
100 |
8.08 |
Exit |
| VALSON INDUSTRIES LTD |
2500 |
40.15 |
Exit |
| ASHOK LEYLAND LTD |
400 |
87.27 |
Hold |
| BANK OF BARODA |
350 |
200.36 |
Exit |
| PONDY OXIDES & CHEMICALS LIMIT |
100 |
291.37 |
Exit |
| IL&FS Engineering and Construc |
700 |
106.67 |
Exit |
| IRB INFRASTRUCTURE DEVELOPERS |
200 |
284.69 |
Exit |
| TATA COFFEE LTD |
200 |
136.14 |
Exit |
| WATERBASE LIMITED |
350 |
195.6 |
Exit |
| COX AND KINGS LIMITED |
150 |
106.18 |
Exit |
| ROLTA INDIA LTD |
300 |
157.05 |
Exit |
| VAKRANGEE LIMITED |
100 |
292.84 |
Exit |
| SRIKALAHASTHI PIPES LIMITED |
100 |
225.81 |
Exit |
| ALBERT DAVID LTD |
95 |
699.64 |
Exit |
| SMS PHARMACEUTICALS LTD |
200 |
109.91 |
Hold |
| JAI CORP LIMITED |
200 |
131.73 |
Exit |
| OIL AND NATURAL GAS CORPORATIO |
150 |
282.34 |
Exit |
rajesh shah: Whether to hold or exist for following stocks
Ajit Mishra:
| 1) ITC |
Hold |
| 2) L & T Technology Services |
Hold |
| 3) Ugar Sugar |
Exit |
| 4) Shree Renuka Sugar |
Exit |
| 5) Zee Entertainment |
Exit |
Mushtaq Shaikh: I have following portfolio, please suggest next course of strategy
Ajit Mishra:
| Vguard - 100 @ 174 |
Hold |
| Alembic Ltd - 140 @ 95 |
Hold |
| APL LTD - 15 @ 1025 |
Hold |
| ONGC - 600 @ 170 |
Exit |
| Jyothy Lab - 70 @ 142 |
Hold |
| DalBharat - 35 @ 788 |
Hold |
| BEL - 100 @ 115 |
Hold |
| FRetail - 100 @ 162 |
Exit |
prashant ratnakar kulkarni: I do short term equity investments & used to earn small profits. I lost lot of money previously in Short sell/buy as well. Currently i am holding a lot of shares of ONGC @75.5 average price but ONGC share hasn't touched even 75 since past 2 months. I have decided to start selling them at loss since all this is loan amount & i have to pay monthly EMIs.
So could you please advise what will be the ideal price to sell them at this situation since i expect stock market getting correction in coming days?
Ajit Mishra: ONGC is now trading at 110. In case you want to book, you can.
Also advise when doing short term investments in equity shares, how many companies shares my portfolio should have to minimize risk & maximize profits assuming that funds is not a problem.
Ajit Mishra: Well, for short-term investment, we don’t advocate making fresh investment at current levels after the recent rally. For long term investments, you can invest in stocks such as Dabur, Britannia, M&M (on dips), Inox Leisure, ICICI Bank, Axis Bank, Ambuja cements, Reliance Industries, Ramco cements, Bharti Airtel, IRCTC, Alembic pharma, Natco Pharma.
Nachiappan Chidambaram: I have the following stocks for last three four years. Please advise whether to hold or exit.
Ajit Mishra:
| 1.Sanjivani Parentals 3000 shares at Rs14.50 average |
Exit |
| 2.Moschip Tech 1000 shares at Rs50 |
Exit |
| 3.Gurajat NRE Coke 8000 shares at Rs4.00 |
Exit |
| 4.RPOWER 75 SHARES AT Rs400 |
Exit |
| 5.Rcomm 100at Rs430 |
Exit |
| 6.Alok Industries 10000 at Rs48 |
Exit |
| 7.TTML 1000 shares at Rs15 |
Exit |
| 8.Usha Martin 300 shares at Rs50 |
Exit |
| 9.Caplin Labs 350at Rs400 |
Hold |
| 10.Punjlloyd 10000 shares at Rs 14.50 |
Exit |
| 11.JP ASSOCIATES 5000 Shares at Rs14 |
Exit |
| 12.JP POWER 5000 shares at Rs4.00 |
Exit |
| 13.G G Automobile 100 shares at Rs20 |
Exit |
| 14.Yes Bank 100 shares at Rs45.00 |
Exit |
Mita Deshpande: Please review my portfolio. Pl suggest to exit or hold or add.
Ajit Mishra:
| Tata motors - 250 Shares @ avg price 170 |
Hold |
| Ircon international - 150 shares @ 93.50 |
Exit |
| Hdfc Bank - 25 shares @ 1112 |
Hold |
| Shriram transport finance - 20 shares @ 655 |
Hold |
| Petronet LNG - 20 Shares@ 261 |
Hold |
| Sail - Not invested yet. Whether I should |
No |
Any other shares you would suggest.
Ajit Mishra: Apart from above stocks, you can invest in Coromandel, Natco Pharma, M&M (on dips), Sudarshan Chemical and SBI life
Illustration: Uttam Ghosh/Rediff.com
Please mail your questions to getahead@rediff.co.in with the subject line 'Ask Ajit', along with your name, and Mr Ajit Mishra will offer his unbiased views.
Disclaimer: This article is meant for information purposes only. This article and information do not constitute a distribution, an endorsement, an investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities/schemes or any other financial products/investment products mentioned in this QnA or an attempt to influence the opinion or behaviour of the investors/recipients.
Any use of the information/any investment and investment related decisions of the investors/recipients are at their sole discretion and risk. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Opinions expressed herein are subject to change without notice.
