'I am a long term investor and holding the below shares, please advise if to exit/ hold/or buy'.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Vinod Singhal: Please suggest on following shares I am holding:
Ajit Mishra:
| Tata Elxsi 400 shares |
Hold |
| HDFC Bank 500 shares |
Hold |
| ICICI bank 500 shares |
Hold |
| Ultratech Cement 20 shares |
Hold |
| Ucal Fuel 225 shares |
Exit |
| Coal India 50 shares |
Exit |
| Hindalco 50 shares |
Hold |
Srinivasa Rao Rekapalli: Kindly review the following stocks and let me know the course of actions such as 'Accumulate', 'Hold' Or 'Exit'.
Ajit Mishra:
| United Phosporus Ltd |
419.7 |
Hold |
| Mahindra & Mahindra |
683.76 |
Hold |
| Amara Raja Batteries |
778.18 |
Hold |
| Jamna Auto |
71.55 |
Exit |
| IFB Agro Industries |
354.43 |
Exit |
| Poly Cab |
894.93 |
Hold |
| Deepak Nitrite |
793.84 |
Hold |
| ITC |
273.41 |
Hold |
| NCC |
87.76 |
Exit |
| Larsen & Toubro |
918.75 |
Hold |
| Sun TV |
510.43 |
Exit |
| HDFC Bank |
1097.59 |
Hold |
| ICICI Bank |
421.97 |
Hold |
| SBI |
229.18 |
Hold |
| HCL |
818.15 |
Hold |
| Infosys |
1019.95 |
Hold |
| Tata Consultance Services |
2408.2 |
Hold |
| Tech Mahindra |
827.47 |
Hold |
| Gujarath Gas |
307.79 |
Hold |
| Mahanagar Gas |
944.93 |
Hold |
| Castrol India |
122.14 |
Hold |
| Coal India |
126.37 |
Exit |
| NMDC |
90.93 |
Exit |
| Adani Ports SEZ |
386.17 |
Exit |
| Oil & Natural Gas Corp |
181.91 |
Hold |
| Asian Paints |
2046.2 |
Hold |
| Dabur India |
509.37 |
Hold |
| Hindustan Uni Lever |
2144.28 |
Hold |
| Gujarath State PetroNet |
214.63 |
Hold |
| Aurobindho Pharma |
829.74 |
Hold |
| Dr.Reddys Laboratories |
2531.24 |
Hold |
| Sun Pharma |
568.88 |
Hold |
| PetroNet LNG |
237.65 |
Hold |
| Reliance Industries |
2325.08 |
Hold |
| SAIL |
85.59 |
Exit |
| Apollo Tyres |
296.15 |
Hold |
amit narvekar: I'm a long term investor. Time horizon of 10 years. I'm 40 years and looking for building portfolio of 2 Crores. My current investments are as follows for last two months:
Aarti Industries 10k, Apex Frozen 10k, Avanti Feeds 25k, Cipla 16k, Dabur 10k, Gufic Bio 20k, HDFC AMC 20K, HDFC Life 20k, IOL 8K, ITC 22K, LT FOODS 8K, TATA GLOBAL 20K, TRIDENT Ltd 12k.
Apart from above, I am investing 12k monthly in the above stocks.
Ajit Mishra: We would advise you to exit Apex Frozen, Avanti Feeds, and LT foods from above stocks. Other stocks mentioned can be accumulated.
Also, I have another free flow of 5.0 lacs which I can further invest.
Ajit Mishra: You can invest in stocks such as M&M, Bharti Airtel, Britannia, Axis Bank, Icici Bank, Lupin, Sun Pharma, TCS, HCL Tech.
Varun Sood: Could you please advise on the HOLD/Exit strategy for my portfolio.
Ajit Mishra:
| Company/Scheme Name |
ISIN NO |
Available Quantity/Units |
Average Cost/share |
|
| ADITYA BIRLA CAPITAL LIMITED EQ |
INE674K01013 |
252 |
0 |
Exit |
| BANDHAN BANK LIMITED EQ |
INE545U01014 |
50 |
502.04 |
Exit |
| GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/- |
INE047A01021 |
180 |
0 |
Hold |
| HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- |
INE127D01025 |
13 |
1100 |
Hold |
| IMEC SERVICES LIMITED EQ |
INE611C01012 |
1000 |
0 |
Exit |
| JSW ENERGY LIMITED EQ |
INE121E01018 |
100 |
82.39 |
Hold |
| MANALI PETROCHEMICAL LIMITED EQ NEW FV RS. 5/- |
INE201A01024 |
262 |
0 |
Exit |
| PC JEWELLER LIMITED EQ |
INE785M01013 |
3000 |
52.51 |
Exit |
| PUNJAB NATIONAL BANK EQ NEW FV RS. 2/- |
INE160A01022 |
1600 |
81.86 |
Exit |
| RAIL VIKAS NIGAM LIMITED EQ |
INE415G01027 |
1000 |
19.83 |
Exit |
| RANA SUGAR LIMITED EQ |
INE625B01014 |
1000 |
4.54 |
Exit |
| RELIANCE COMMUNICATIONS LIMITED EQ |
INE330H01018 |
1000 |
5.29 |
Exit |
| STATE BANK OF INDIA EQ NEW RE. 1/- |
INE062A01020 |
150 |
252.83 |
Hold |
| UCO BANK EQ |
INE691A01018 |
1000 |
20.89 |
Exit |
| ULTRATECH CEMENT LIMITED EQ |
INE481G01011 |
20 |
0 |
Hold |
| UNITECH LIMITED EQ NEW FV RS.2/- |
INE694A01020 |
50 |
0 |
Exit |
| VODAFONE IDEA LIMITED EQ |
INE669E01016 |
17000 |
4.32 |
Exit |
| YES BANK LIMITED EQ NEW FV RS. 2/- |
INE528G01035 |
3775 |
40.24 |
Exit |
ashutosh mohla: I am a long term investor and holding the below shares, please advise if to exit / hold/ or buy:
Ajit Mishra:
| Ceat 150 shares |
Hold |
| Gateway distripark 250 shares |
Exit |
| Elgi equipment 2000 shares |
Exit |
| Kabra extrusion 200 shares |
Exit |
| Poly Medicare 1600 shares |
Exit |
| Subros 1100 shares |
Hold |
Ammar: I am new to share market. Kindly suggest some suitable shares to invest for long term.
Ajit Mishra: You can invest in stocks such as M&M, Bharti Airtel, Dabur, Britannia, Axis Bank, Icici Bank, Lupin, Sun Pharma, TCS, HCL Tech.
Sharad Agarwal: Please give your Expert Advice on the Following Stock:
Kellton Tech Solutions Ltd; 5000 shares - Purchased at Rs 21
Please Advise on - Hold / Exit / Continue / Any other
Ajit Mishra: Exit the Stock
Nirav Shah: I have following stocks in my portfolio. Please provide your expert advice on the same:
Ajit Mishra:
| 1. J. B. Chemicals |
200 Shares @ 117.70 |
Exit |
| 2. Manali Petrochemicals |
500 Shares @ 27.72 |
Exit |
| 3. Syngene International |
250 Shares @ 565.79 |
Hold |
| 4. Ujjivan Financial Services |
500 Shares @ 230.12 |
Exit |
| 5. 3i Infotech |
5000 Shares @ 3.75 |
Exit |
Kriti Bajpai: I would love to get an opinion about the following stocks in my portfolio from sir. My horizon is 4-6 months.
Ajit Mishra:
| Happiest Mind 200@370 (Hold or Exit) |
Hold |
| Icici Securities 150@ 448 (Hold or Exit) |
Hold |
| Vodafoneidea 2500@10 |
Exit |
| Infosys 50@1095 |
Hold |
| Sbicards 100 @826 |
Hold |
| Hpcl 130@212 |
Hold |
| Indianhotel 100@118 |
Exit |
| L&T 35@890 (accumulate?) |
Hold |
| Airtel 200@410 (accumulate?) |
Accumulate |
Mark: I am holding the below stocks, could you please let me know if I can add any more stocks on dips or can hold any or do I need to sell any stocks. Any suggestions on this would be appreciated.
Ajit Mishra:
| Company |
Quantity |
Average Buy Price |
|
|
| Ashok Leyland Ltd. |
100 |
93.3 |
|
Hold |
| Avenue Supermarts Ltd. |
25 |
299 |
|
Hold |
| Axis Bank Ltd. |
15 |
793.9667 |
|
Hold |
| Bandhan Bank Ltd. |
45 |
375 |
IPO |
Hold |
| Computer Age Management Services Ltd. |
12 |
1,230.00 |
IPO |
Hold |
| DCB Bank Ltd. |
100 |
182.3 |
|
Exit |
| Dixon Technologies (India) Ltd. |
20 |
2,870.75 |
|
Hold |
| General Insurance Corporation of India |
96 |
433 |
IPO |
Exit |
| Greaves Cotton Ltd. |
100 |
129.8 |
|
Exit |
| HCL Technologies Ltd. |
10 |
513.3 |
|
Hold |
| HDFC Bank Ltd. |
2 |
927.8 |
|
Hold |
| HDFC Life Insurance Company Ltd. |
100 |
290 |
|
Hold |
| Hindustan Aeronautics Ltd. |
24 |
1,190.00 |
|
Hold |
| ICICI Lombard General Insurance Company Ltd. |
39 |
661 |
|
Hold |
| ICICI Securities Ltd. |
80 |
337.22 |
|
Hold |
| Indian Bank |
75 |
364.7667 |
|
Exit |
| Infosys Ltd. |
150 |
508.8707 |
|
Hold |
| Karnataka Bank Ltd. |
150 |
149.9333 |
|
Exit |
| Larsen & Toubro Infotech Ltd. |
20 |
710 |
IPO |
Hold |
| Larsen & Toubro Ltd. |
20 |
1,094.47 |
|
Hold |
| Mahindra & Mahindra Ltd. |
20 |
690 |
|
Hold |
| Maruti Suzuki India Ltd. |
12 |
6,544.73 |
|
Hold |
| Mishra Dhatu Nigam Ltd. |
100 |
89 |
IPO |
Exit |
| Rail Vikas Nigam Ltd. |
780 |
19.05 |
|
Exit |
| Reliance Industries Ltd. |
35 |
862.44 |
|
Hold |
| Sandhar Technologies Ltd. |
45 |
332 |
IPO |
Exit |
| Shalby Ltd. |
85 |
205.2941 |
IPO |
Hold |
| State Bank of India |
10 |
326.6 |
|
Hold |
| Tata Consultancy Services Ltd. |
35 |
1,837.80 |
|
Hold |
| The New India Assurance Company Ltd. |
60 |
234 |
IPO |
Hold |
| Varroc Engineering Ltd. |
25 |
858.52 |
IPO |
Hold |
| YES Bank Ltd. |
100 |
124.5 |
|
Exit |
Tapan Kumar Mitra: I have following holdings: Please advice
Ajit Mishra:
| Adani port /100/361.00 |
Exit |
| Fed Bank / 300 /39.00 |
Hold |
| Havels India / 505.00 |
Hold |
| Jindal steel / 100/64.00 |
Hold |
| L&T /250 / 600.00 |
Hold |
| Mahendra Logistics/10/406.00 |
Hold |
| Motherson Sumi/ 450/152.00 |
Exit |
| NOCIL /250/102.00 |
Exit |
| Shriram transport /68/1153.00 |
Hold |
GVDS SASTRY: I am holding the below stocks and want to purchase more every month for 15 years. Please suggest on the same.
Ajit Mishra:
| 1. Relaxo foot ware |
Hold |
| 2. Tata Motors |
Exit |
| 3. ITC |
Hold |
| 4. Bajaj Finance |
Hold |
| 5. Infosys |
Hold |
Sanjay Gupta: I have started online trading for last 1.5 months. Please advise about following stocks I have bought during the period:
Ajit Mishra:
| amber 10@2211 |
Hold |
| Balkishan 4@1720 |
Hold |
| biocon 25@423.90 |
Hold |
| Gland 10@1500 |
Hold |
| Idea 600@9.09 |
Exit |
| Indigo 12@1525 |
Hold |
| JSWSteel 10@312.8 |
Hold |
| Lemontree 200@30.77 |
Exit |
| ONGC 150@72.27 |
Hold |
| PFC 50@99.7 |
Exit |
| SBIN 40@250 |
Hold |
| Tata steel BSL 800@25.5 |
Exit |
| VEDL 40@105.55 |
Exit |
| Pennar Indu. 100@21.25 |
Exit |
Brijesh Ramani: Kindly have a look at my stock portfolio and suggest for Sell / Hold / Add more.
Ajit Mishra:
| Company |
Holding @ Price |
Recommendation |
| Aarti Drugs |
80 @537.63 |
Hold |
| Aarti Industries |
32 @871.02 |
Hold |
| Bhansali Polymers |
602 @63.06 |
Exit |
| Dishman Carbogen |
200 @177.55 |
Exit |
| Divis Labs |
10 @2299.27 |
Hold |
| Future Consumer |
3070 @10.81 |
Exit |
| Future Retail |
200 @122.59 |
Exit |
| Federal Bank |
100 @52.65 |
Hold |
| Granules India |
130 @341.58 |
Hold |
| HDFC Life |
60 @477.47 |
Hold |
| Hindustan Unilever |
21 @1903.33 |
Hold |
| IDFC First Bank |
315 @29.68 |
Exit |
| IOL Chemicals |
100 @410.75 |
Exit |
| Laurus Labs |
152 @280.08 |
Hold |
| PVR |
26 @935.29 |
Hold |
| Vinati Organics |
19 @880.95 |
Hold |
| Alankit |
2500 @16.5 |
Exit |
| Glenmark |
100 @343 |
Hold |
| Sun Pharma |
210 @417 |
Hold |
Gourav Dogra: I have bought 500 Gati shares at Rs 107. Will it go above 107. I can hold this for the long term. I have bought 350 coal india shares at Rs 208. This is at 130 right now. Please suggest what to do.
Ajit Mishra: Exit both the stocks
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.
