Ask Ajit: 'Want to invest Rs 2 lakhs, please advise'

'Can you suggest a list of stocks which will give good results in the long term?'

Illustration: Dominic Xavier/Rediff.com

Ajit Mishra, vice president, Research, Religare Broking, answers your queries.

Ashutosh Joshi: I am 43 years old and have been mainly investing in mutual funds since about 10 years.

I have built up a good portfolio and booked profit in some of my MF holdings.

I now want to invest this profit amount (around Rs 2 lakhs) in stocks.

Can you suggest a list of stocks which will give good results in the long term (5 years plus).

I would also like to systematically invest around 10K per month in stocks of companies with good fundamentals for a long term portfolio buildup.

Ajit Mishra: You can invest in stocks such as Britannia, Coromandel International, Kansai Nerolac, Orient Electric, Metropolis, Maruti, M&M, Phillips Carbon, Ramco Cements, ICICI Bank and SBI for the long term.

Srinivasa: I have 100 shares @ Rs 315 in PNC Infratech. Should I hold/sell?

Ajit Mishra: Hold.

Geetha Vijayakumar: I have 10 shares of Maruti Suzuki @ Rs 6,900. Please advise.

Ajit Mishra: Hold for long term.

Anuj Jain: Hello Sir, I am a regular reader of your column and find it very helpful.

Kindly advise regarding following shares in my portfolio.

Ajit Mishra:

Company	No of shares	Price	Recommendation
1. Indo Amines	276	Rs 206	Hold
2. Mahindra and Mahindra	100	Rs 808	Hold
3. Zee Entertainment	360	Rs 210	Hold
4. Firstsource Solutions	330	Rs 198.47	Hold
5. Tata Motors	200	Rs 316	Hold
6. Biocon	130	Rs 384	Hold
7. India Pesticides	120	Rs 333	Hold
8. JK Lakshmi Cement	50	Rs 692	Hold
9. amara raja battery	46	Rs 748	Hold
10. Clean Science and Tech	20	Rs 1,618	Hold
11. Sequent Scientific	100	Rs 290	Exit
12. LIC Housing Finance	70	Rs 455	Hold
13. Rain Industries	100	Rs 238	Hold
14. Motherson Sumi	100	Rs 252	Hold
15. Glenmark Life Sciences	30	Rs 734	Hold
16. Reliance Industries	10	Rs 2,024	Hold
17. HDFC Life	30	Rs 674	Hold
18. Natco Pharma	20	Rs 1,005	Hold
19. Petronet LNG	90	Rs 224	Hold
20. Camlin Fine	100	Rs 204	Exit
21. GTL Ltd	928	Rs 25	Exit
22. Redington	50	Rs 323	Exit
23. HDFC Bank	10	Rs 1,412	Hold
24. HFCL	200	Rs 74	Exit
25. Jindal Steel	29	Rs 446	Hold
26. Century Plyboards	29	Rs 431	Hold
27. Exide Industries	70	Rs 191	Hold
28. BHEL	200	Rs 62	Exit
29. ITC	50	Rs 208	Hold
30. HCL Technologies	10	Rs 986	Hold
31. Thirumalai Chemicals	50	Rs 192	Hold
32. Tribhovandas Bhimji Zaveri	120	Rs 87	Exit
33. Grauer & Weil	120	Rs 69	Exit
34. Tata Steel BSL	100	Rs 95	Hold
35. Cipla	10	Rs 902	Hold
36. NMDC	50	Rs 198	Exit
37. Trejhara Solution	130	Rs 65	Exit
38. Bharat Electronics	50	Rs 177	Hold
39. SBI	20	Rs 423	Hold
40. M & M Financial Services	50	Rs 157	Hold
41. Ucal fuel	50	Rs 177	Exit
42. Hindustan Zinc	20	Rs 321	Hold
43. TV18 Broadcast	100	Rs 44	Exit
44. Vakrangee	125	Rs 42	Exit
45. CompuCom Software	200	Rs 14.2	Exit
46. JMT Auto	1,000	Rs 3.4	Exit
47. Subex	35	Rs 71	Exit

Vikash Mishra: Please advise as to whether I should exit, add or hold.

Is it advisable to invest small amounts in such a large number of shares?

My investment is nearly Rs 12 lakhs.

My list of shares is as follows:

Ajit Mishra:

Company	Recommendation
1. 3i Infotech	Exit
2. Action Construction Equipment	Hold
3. Alok Industries	Exit
4. Amara Raja Batteries	Hold
5. Anupam Rasayan	Hold
6. Apollo Tyres	Hold
7. Ashok Leyland	Hold
8. Avadh Sugar	Exit
9. Bajaj Steel	Exit
10. Balmer Lawrie	Hold
11. Balrampur Chini	Hold
12. Bharat Dynamics	Hold
13. Bharat Electronics	Hold
14. Bharat Forge	Hold
15. CAMS	Hold
16. Century Textiles	Hold
17. Chemcon Speciality	Hold
18. Coal India	Exit
19. Cochin Shipyard	Hold
20. Craftsman Automation	Hold
21. Cupid	Exit
22. Dalmia Bharat	Hold
23. Deccan Cements	Hold
24. Dhampur Sugar	Hold
25. Dish TV India	Exit
26. D-Link India	Exit
27. Dr Lal PathLabs	Hold
28. Dwarikesh Sugar	Exit
29. Eicher Motors	Hold
30. EID Parry	Hold
31. Escorts	Hold
32. Exide	Hold
33. GSFC	Exit
34. GAIL (India)	Hold
35. Gammon Infrastructure	Exit
36. Glenmark Pharmaceutical	Hold
37. Godrej Properties	Hold
38. Granules India	Hold
39. Graphite India	Hold
40. Gujarat Alkalies	Hold
41. HPCL	Hold
42. HUDCO	Exit
43. Havells India	Hold
44. HCL Technologies	Hold
45. HDFC Life	Hold
46. HEG	Hold
47. Hindustan Aeronautics	Hold
48. Hero Motocorp	Hold
49. Hindalco	Hold
50. IRFC	Exit
51. ICICI Bank	Hold
52. Indiabulls Housing Finance	Exit
53. Indian Bank	Exit
54. Infosys	Hold
55. ITC	Hold
56. JK Paper	Exit
57. Kalpataru Power	Hold
58. Kalyan Jewellers	Exit
59. KM Sugar Mills	Exit
60. Larsen & Toubro	Hold
61. LIC Housing Finance	Hold
62. M & M Financial Services	Hold
63. Mahindra CIE	Hold
64. MAN Industries	Exit
65. MAN Infra	Exit
66. Mangalam Cement	Hold
67. Mazagon Dock	Hold
68. Morepen Labs	Exit
69. Motherson Sumi	Hold
70. National Aluminium	Hold
71. Navkar Corp	Exit
72. NBCC	Exit
73. NCC	Hold
74. Nippon India Gold	Hold
75. ONGC	Hold
76. Oil India	Hold
77. Parag Milk Foods	Exit
78. Pfizer	Hold
79. Phillips Carbon	Hold
80. PNB Gilts	Hold
81. Power Finance Corporation.	Exit
82. Prakash Industries	Exit
83. Pricol Ltd	Exit
84. Punjab National Bank	Exit
85. Quick Heal	Exit
86. Rail Vikas	Exit
87. RailTel	Exit
88. Rana Sugars	Exit
89. REC Ltd	Hold
90. Redington India	Exit
92. Reliance Industries	Hold
93. RITES	Hold
94. SAIL	Exit
95. Sagar Cements	Hold
96. Satyam Computer	Exit
97. SBI Cards	Hold
98. Shilpa Medicare	Hold
99. Shriram City Union Finance	Exit
100. SPL Industries	Exit
101. State Bank of India	Exit
102. Suryoday Small Finance Bank	Exit
103. Suzlon Energy	Exit
104. Tata Chemicals	Hold
105. Tata Motors	Hold
106. Triveni Engineering & Industries	Hold
107. UPL	Hold
108. Usha Martin	Exit
109. UTI AMC	Hold
110. Uttam Sugar Mills	Exit
111. Vindhya Telelinks	Exit
112. Whirlpool India	Hold
113. Wipro	Hold
114. Yaarii Digital	Exit
115. Yes Bank	Hold
116. Zee Learn	Exit
117. Zomato	Hold

Ganapathi Kamath: I have the below shares along with average price. Please advise whether I should average further or exit:

Ajit Mishra:

Company	No of shares	Price	Recommendation
1. DB Corp	3250	Rs 133	Exit
2. Karnataka Bank	1152	Rs 79.45	Exit
3. IRB	564	Rs 143.5	Exit
4. Wonderla	210	Rs 250	Exit
5. GPPL	335	Rs 107	Hold
6. Force Motors	112	Rs 1,963	Exit
7. Texmaco Rail	6,077	Rs 40.20	Exit
8. CESC Ltd	45	Rs 704	Exit
9. Atul Auto	638	Rs 250	Hold
10. S H Kelkar	280	Rs 181	Exit

Hemang Diljun: Need feedback on the following stocks:

Ajit Mishra:

Company	Price	Recommendation
1. 3i Infotech	bought @11.5/unit	Exit
2. ODCICEM	bought @1000/unit	Hold
3. Nuvoco	IPO allotment	Hold

AMIT KUMAR: Please guide about the following share investments. Also suggest some scripts for 5-10 years horizon.

Ajit Mishra:

Company	No of shares	Price	Recommendation
1. Adani Power	500	Rs 105	Exit
2. Adani Port	100	Rs 750	Partial Exit
3. Nagarjuna Fertilizers	5,000	Rs 18	Exit
4. Sakthi Sugars	4,000	Rs 22	Exit
5. Marksans Pharma	1,000	Rs 85	Exit
6. IOB	5,000	Rs 26	Exit
7. EBIXFOREX	100	Rs 650	Hold
8. Bandhan Bank	200	Rs 315	Hold

Harshit Dave: I hope you are well. I hold shares in RIL, Tata Motors, Infosys, L&T, SBI, HDFC Bank for long term.

My outlook is long term in span of 10-15 years, but I am looking for your advice about the following shares in my portfolio which is causing confusion to me (to hold or sell or average out):

Ajit Mishra:

Company	No of shares	Price	Recommendation
1. IDFC Bank	75	Rs 28	Hold
2. Delta Corp	50	Rs 70	Hold
3. GMDC	50	Rs 89	Exit
4. Suzlon	500	Rs 4.50	Exit
5. ONGC	100	Rs 113	Hold
6. RELDEF	1,000	Rs 4.50	Exit
7. Idea Cellular	500	Rs 9.50	Hold

Jaydeb Das: I am a senior citizen. I have started investing during last eight months.

Following are my holdings. Please advise what to do; if to hold, for how many months?

Ajit Mishra:

Company	Recommendation
1. CDSL	Hold
2. BSE	Hold
3. MTAR	Hold
4. Hemisphere Properties	Exit
5. SBI	Hold
6. MCL	Exit

Balakrishnan Ramamoorthy: I am holding 400 shares of Adani Ports bought at Rs 716 per share. Please advice

Ajit Mishra: Book partial profit.

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.

Feature Presentation: Ashish Narsale/ Rediff.com

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