Ajit Mishra, vice president, research, Religare Broking, answers your queries.
Gurumurti Natarajan: Dear Sir: Pls advise on the following scrips; many thanks for your time, efforts, inputs.
Ajit Mishra:
| Company |
No of shares |
Recommendation |
| ITC |
192 |
Hold |
| Sharda Cropchem. |
354 |
Hold |
| Motherson Sumi |
250 |
Hold |
| LT Foods@ |
57 |
Exit |
| Hind Const Co |
14.30 |
Exit |
| BHEL@ |
75.60 |
Exit |
| Zee Ent@ |
211 |
Hold |
| Federal Bank |
74.60 |
Hold |
| Karur Vysya Bank |
48 |
Exit |
| Ujjivan Small Fin Bank |
32 |
Exit |
| Yes Bank@ |
14.50 |
Hold |
| Coal India@ |
134.60 |
Exit |
| MOIL Ltd.@ |
165 |
Exit |
| NMDC@ |
159 |
Exit |
| ONGC@ |
115 |
Hold |
| Cadilla Healthcare. |
615 |
Hold |
| Container Corpn. |
712 |
Hold |
| TVS Srichakra. |
2008 |
Hold |
I'd deeply appreciate your kind inputs on the above as well as any other suggestions/recommendations.
Ajit Mishra: For long term, you can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.
Archana Anurag: Please advise if I should hold these stocks or exit.
Ajit Mishra:
| Company |
No of shares |
Price |
Recommendation |
| AFFLE |
2 |
5087 |
Hold |
| BAJAJCON |
50 |
254 |
Hold |
| BATA |
10 |
1695 |
Hold |
| CHEMCON |
100 |
459 |
Hold |
| DEVYANI |
100 |
126 |
Hold |
| DIAMCHEM |
100 |
319 |
Exit |
| DOLAT |
200 |
104 |
Exit |
| LAURAS LABS |
10 |
652 |
Hold |
| PNC |
200 |
43.6 |
Exit |
| RENUKA |
100 |
28.95 |
Hold |
| ROUTE |
20 |
2013 |
Hold |
| SEQUENT |
100 |
262 |
Hold |
| WHIRLPOOL |
10 |
2299 |
Hold |
P K Mathew: Following are the shares I hold. Your comments please:
Ajit Mishra:
| Company |
Recommendation |
| Indian oil |
Hold |
| Bpcl |
Hold |
| Motherson Sumi |
Hold |
| Laurus Lab |
Hold |
| Infosys |
Hold |
| Tata Consumer |
Hold |
| Tata Motors |
Hold |
| Tata Power |
Hold |
| Tata Communications |
Hold |
| Tata Chemicals |
Hold |
| Godrej Property |
Hold |
| Larsen and Toubro |
Hold |
| Vedanta |
Hold |
| SBI |
Hold |
| Sterlite Technology |
Hold |
| Sona Comcast |
Hold |
| Karnataka Bank |
Exit |
| Cochin Shipyard |
Exit |
| HFCL |
Hold |
| MRPL |
Exit |
| UPL |
Hold |
Vivekkumar Bajpai: I have the below portfolio. I plan to invest around 1-2 lakhs for a long term like 10 years and more. Please suggest what I should buy.
Current Holdings:
Share - QTY - Avg Price
Ajit Mishra:
| Company |
No of shares |
Price |
Recommendation |
| HDFBAN |
20 |
1,593.05 |
Hold |
| ICIBAN |
45 |
690 |
Hold |
| INFTEC |
70 |
985 |
Hold |
| LUPIN |
20 |
1250 |
Hold |
For long term, you can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.
Deepak Jadhav: Dear Ajit Sir, Please advise if i should hold or sell below shares, I am an investor with 3-4 years perspective.
Ajit Mishra:
| Company |
Recommendation |
| Bandhan Bank |
Exit |
| Glenmark |
Hold |
| Jindal Steel |
Hold |
| State Bank |
Hold |
| TajGVK |
Exit |
| Tata |
Hold |
| Tata Steel BSL |
Hold |
| Equitas |
Exit |
| Cummins India |
Hold |
| Devyani Internation |
Hold |
Mohammed Ali Kulai: I have following shares in my portfolio. I have been holding these shares for the last 13 years. Appreciate your advice regarding which one to exit and which one to hold. Also appreciate if you would recommend some stocks for short term.
Ajit Mishra: For short-term, one can look at Tata Power, Axis Bank, Ashokley and Bhartiartl.
| Company |
No. of shares |
Price |
Recommendation |
| ABB |
10 |
1837.65 |
Hold |
| INFOSYS |
296 |
1689.75 |
Hold |
| KALPATARU POWER |
10 |
403.25 |
Hold |
| LARSEN & TUBRO |
112 |
1722.45 |
Hold |
| NRB BEARINGS |
100 |
141.15 |
Exit |
| RELIANCE INDUSTRIES |
105 |
2520.45 |
Hold |
Sunil Kulkarni: I sought your valuable opinion on my following holdings - to hold or exit.
Ajit Mishra:
| Company |
No of shares |
Recommendation |
| 1. Antony Waste Handling Cell Ltd. |
30 |
Exit |
| 2. Shri Jagdamba Polymers |
25 |
Exit |
| 3. RKEC PROJECT |
50 |
Exit |
| 4. MOTHERSON Sumy |
30 |
Hold |
| 5. Kirlsokar Ferrous |
10 |
Exit |
| 6. Udaipur Cement |
100 |
Exit |
| 7. Birla Cable |
125 |
Exit |
| 8. Visaka Industries |
25 |
Hold |
| 9. Sahyadri Industries |
25 |
Exit |
| 10. Suryalata Spinning Mills |
25 |
Exit |
| 11. Dhunseri Ventures Ltd. |
25 |
Exit |
| 12. Bliss GVS |
25 |
Exit |
| 13. Granuels India Ltd. |
10 |
Hold |
| 14. Tinplate India |
10 |
Hold |
| 15. Laxmi Organics |
27 |
Hold |
Waiting for your guidance. Thanking you i remain.
Vijayakkrishnan T N: I am currently holding 300 shares of JSW Energy which is at an all-time high. Should I hold or sell?
Ajit Mishra: Hold the stock
Aashish Goyal: Please advise for my Equity portfolio as mentioned below:
Shares - Advise for Sell/Accumulate/Hold/Switch
Ajit Mishra:
| Company |
No of shares |
Price |
Recommendation |
| S.No. |
Script/Share Name |
Quantity |
View |
| 1 |
ITC |
22 |
Hold |
| 2 |
Motherson Sumi |
817 |
Hold |
| 3 |
IDFC |
40 |
Exit |
| 4 |
IDFC Bank |
40 |
Exit |
| 5 |
Yes Bank |
2150 |
Hold |
| 6 |
RIL |
74 |
Hold |
| 7 |
Reliance Power |
27 |
Exit |
| 8 |
RBL Bank |
150 |
Exit |
| 9 |
BGR Energy |
14 |
Exit |
| 10 |
Bharti Airtel |
15 |
Hold |
| 11 |
PFC |
160 |
Exit |
| 12 |
REC |
120 |
Exit |
| 13 |
Tata Teleservices |
226 |
Hold |
| 14 |
NiftyBeesMF |
833 |
Hold |
| 15 |
HUDCO |
300 |
Hold |
| 16 |
Bankbees |
275 |
Hold |
| 17 |
Polycab |
24 |
Hold |
| 18 |
SBI Life |
42 |
Hold |
| 19 |
Cholamandalam Finance |
40 |
Exit |
| 20 |
HDFC Bank |
22 |
Hold |
| 21 |
IGL |
25 |
Hold |
| 22 |
Reliance PP |
35 |
Hold |
| 23 |
SBI Cards |
44 |
Hold |
| 24 |
Chemcon |
44 |
Hold |
| 25 |
Hindustan Unilever |
5 |
Hold |
| 26 |
Mrs. Bector’s Food |
65 |
Hold |
| 27 |
HCL Tech |
15 |
Hold |
| 28 |
Indigo Paint |
10 |
Hold |
| 29 |
Home First Finance Co India Ltd (HFFC) |
28 |
Exit |
| 30 |
Laxmi Organic Industries |
115 |
Hold |
| 31 |
CDSL |
14 |
Hold |
| 32 |
CAMS |
2 |
Hold |
| 33 |
DODLA |
35 |
Hold |
| 34 |
Mirae Asset NYSE FANG+ ETF |
185 |
Hold |
| 35 |
Clean |
16 |
Hold |
| 36 |
GR Infra |
34 |
Hold |
| 37 |
Zomato |
195 |
Hold |
| 38 |
Tatva Chintan |
13 |
Hold |
| 39 |
Motilal Oswal Nasdaq 100 ETF |
54 |
Hold |
| 40 |
Glenmark Life Sciences |
20 |
Hold |
| 41 |
Car Trade |
27 |
Hold |
| 42 |
Paras Defence |
85 |
Hold |
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
