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GuruSpeak: Stocks you must buy, hold, exit

By AJIT MISHRA
September 18, 2020 08:12 IST
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Ajit Mishra, vice president, Research, Religare Broking, answers your queries:

 

karan Sinha: I hold the following stocks. What's your advice?

Ajit Mishra:

Bajaj Finserv  Hold
BPCL  Hold
COAL INDIA  Exit
NMDC  Exit
ONGC Hold
IOCL Hold
PNB Exit
RIL Hold
HDFC AMC Hold
HDFC LTD Hold
HDFC BANK Hold
TATA STEEL Hold
TATA MOTORS Hold
POWER GRID Hold
ITC Hold

Dilip Gurnani: Plz advise about following companies: -

Karnataka Bank, MBL Infrastructures, NLC India, ONGC, PTC India Financial Services, REC Ltd., Rolta India, Sintex Plastics, Sundaram Multi Pap, Vedanta & Zicom.

Ajit Mishra:

Karnataka Bank Exit
MBL Infrastructures Exit
NLC India Exit
 ONGC Hold
PTC India Exit
REC Ltd Only if interested in earning dividends
Rolta India Exit
Sintex Plastics Exit
Sundaram Multi Pap Exit
Vedanta Hold
Zicom Exit

Amit Sharma: I am building my portfolio from last 3 years in following shares, kindly suggest if I need to add/delete or hold.

Ajit Mishra:

- Hul Hold
- Reliance Industries Hold
- TCS Hold
- HDFC Bank Hold
- HDFC Hold
- Clariant Chem Exit

Atul Gopalrao Kulkarni: I have Prabhat Dairy shares purchased 2 years before at 110 and Equitas holding shares purchased at 58. Kindly advise both.

Ajit Mishra: Exit both the stocks 

Bibhuti: I have hold 11200@36 NHPC share as employee quota IPO since 2007. Should i sell or hold these? Please advise

Ajit Mishra: Exit the stock

Pankaj Sachdeva: I have the following stocks at a high loss. Please suggest should I sell or average: I can wait for another year.

Ajit Mishra:

- Motherson Sumi @197 - Hold
- VEDL @ 224 - Hold
- Zuari Global @160 - Exit
- Ashok Leyland @89 - To earn decent return should wait atleast for 2-3 years

Anil: I am planning to buy stocks of PVR and Infosys. current price of Infosys is Rs.922/ and PVR is Rs. 1056. Can you let me know is it worth to invest on above 2 stocks right now.

Ajit Mishra: You can invest in both the stocks for long term but in staggered manner. Please note that PVR can fall further due to uncertain situation but once things will began to normalize and theaters re-opens, it will start to pick-up gradually.

Darpan Patel: Pl. advise on my holdings

1) Jain Irrigation System 700 shares @₹14.4 each

2) Ram Info. 500 shares @ ₹14 each

Pl. advice wether to hold/sell/accumulate this shares... I can Hold for 4-5 yrs if needed to accumulate.

Ajit Mishra: Exit both the stocks 

Nitin Parikh: I have the following shares. What to do hold or sell?

Ajit Mishra:

Shankara Building Products 10 nos@1053 Exit
Sterling and Wilson 19 nos @780 Exit
Price pipes. 84 nos @178 Hold

RAHUL ANAND T: I am holding Superhouse @ Rs.90. When I checked the fundamentals it seems a good one and I don't know why it is not moving forward like other stocks. Should I hold it for a long term?

Ajit Mishra: Exit the stock

Rama Mohana Rao Namburu: Good evening sir, kindly advice about our stocks, beml, bf utilitues, mps, raymond, idfc, idfc first bank, jm finance, escorts, praj inds, renuka, sterlite tech, kelltontech, steel strips, quess corp, thomascook, coffeeday,, sir kindly advice us which stocks hold and which stocks exit, thank you

Ajit Mishra: Hold BEML, Escorts and Steel Strips. Exit all the others stocks.

Rohit Kaul
: Need your advice on below shares. Shall I hold/sell these shares. Any suggestion in shares that I can invest in?

Ajit Mishra:

Yes Bank -100 @165.89 Hold
ITC - 51@200.31 Hold
Aarti Drugs - 20@706.21 Hold
Wipro - 6@288.30 Hold
SBIN - 2@328. 81 Hold
SBICards-19@755(IPO)  Hold
Quickheal49@225.23 Hold
Idea -1000@7.39 Hold
DeepakNitrate -25@294.81 Hold
DeepakFerilizer -20@147.90 Hold

Brij Bhushan: I have the following shares please advise. If possible please advise me a broker who charges less presently I am with SBI securities 

Ajit Mishra:

Alpha zeo 182.70 Exit
Berger 506 Hold
Diamond yd 584.40 Hold
Equitas 59.39 Exit
Parag 103 Exit
Sail 36 Exit
Schneider 86.30 Exit

At Religare Broking Ltd, we offer products for all type of market participants. You may choose as per your requirement.

Prashant Kumar Maharana: I am holding these stocks more than 3 years and all the stocks are in loss. please give your opinions what to do with these stocks I can hold these another 3-4 year.

Ajit Mishra:

Shares Qty Purchase Price Current Price Opinion
Apollo Tyres 100 227.33 109 Hold for 3-4 years
Ashok Leyland 900 121.49 51 Hold for 3-4 years
B C Power Controls L 100 41.29 4 Exit
Grasim Inds. 100 1,084.58 602 Hold
India Cements Lt 150 193.5 119 Hold
ITC Ltd. 500 319.03 196 Hold
Jindal St & Pwr 110 253.59 175 Hold
Karnataka Bank 1067 133.64 45 Exit
Minda Corporation 100 136.25 70 Exit
NMDC Ltd. 450 135.44 83 Exit
REC 1370 152.95 107 Only if interested in dividends
SBI Cards and Pay 19 755 754 Hold

RAHUL BANKAR: My age is 2month in the share market, I am holding below share and kindly advice me need to hold or sale, actually they are in red. Also please advice me for penny stock which I want to buy and hold for long time. 

1) Idea- Hold

2) IDFC- Exit

3) PC jwellers-Exit

4) PNB- Exit

5) Relinfra- Exit

6) Tata Motors- Hold

7) Yes Bank- Hold

Ajit Mishra: We do not recommend investing in penny stocks.

MOTAHER HOSSAIN: Sir, I have 1000 shares of network 18, what should I do? Hold or sell? If there is any good news then please sughest me wheather I should but more share or not?

Ajit Mishra: Exit the stock

Gaurav Kanted: I would like your opinion on my current portfolio. I'm planning to hold it for 1-2 years and possibly add to it further. All prices below are avg prices I have bought for:

Ajit Mishra:

1) ASHOKLEY - Rs 50 - 100 shares Hold at least for 2-3 years
2) BANKBEES - Rs 215 - 10 shares Hold
3) GAIL - Rs 86 - 20 shares Hold
4) HDFCBANK - Rs 866 - 15 shares  Hold
5) IDFCFIRSTB - Rs 20 - 100 shares Exit
6) ITC - Rs 160 - 10 shares. Hold

Hanif Malek: I need your suggestion regarding which share should I take for next 5 year target?

Ajit Mishra: We would recommend you to invest in stocks such as HDFC Bank, Kotak Bank, HDFC ltd, L&T, Britannia, Dabur, Asian Paints, Maruti, Bajaj Auto, Tech Mahindra, TCS, Reliance Industries, Cipla, Biocon, and Bharti Airtel.

We advise you to buy these stocks in staggered manner as these stocks have decent fundamentals and good long term growth prospects which can deliver healthy returns.

Arijit Kar: I am relatively new in stock market trading. I am experimenting and doing analysis on my own after doing a bit of learning. However I am facing loss as of now. Kindly suggest /guide me what to do in future? Following are the details of my holding:

Ajit Mishra:

Adani green -95 shares @379 Hold
Clariant Chemicals- 19 shares @570(Special Dividend of 140 yet to receive) Exit, after dividend is received
Indiabulls housing finance - 23 shares @239 Exit
Dmart - 6 shares @1996 Hold
Relaince - 23 shares @1900 Hold
Muthoot finance- 10shares @1247 Hold

Shri Kerur:I have below shares holding from 2 years, please suggest me wether I can hold or exit.

Ajit Mishra:

CDSL - 100 @ 390/per share - Hold

HUDCO - 500 @ 92 / per share - Hold

Vidyashree Koti: I hold below shares, please suggest to hold/sell.

Ajit Mishra:

Raymond 100 shares @342 Exit
Future Retail 300 shares @140 Hold, you will receive Future enterprise shares. Further, Retail division is going to get merged in Reliance at later stage.
IndusInd 400 shares @560 Exit

Krishna Raj: SIR, I AM HOLDING THE FOLLOWING SHARES. PLEASE ADVISE WHETHER I SHOULD HOLD OR SELL.

Ajit Mishra:

- TECH MAHINDRA (AVERAGE PURCHASE PRICE: 585/-) - Hold
- REYMOND (AVERAGE PURCHASE PRICE: 477/-) - Exit
- ITC (AVERAGE PURCHASE PRICE: 197/-) - Hold

I WOULD LIKE TO HOLD TECH MAHINDRA IF IT CAN BE PROFITABLE FOR LITTLE LONG.

I HAVE ONE MORE DOUBT.. THE DIVIDENT IS BEING ANNOUNCED FOR TECH MAHINDRA ON 23 JUL. WHETHER THE SHARE PRICE WOULD GO DOWN OR UP AFTER DIVIDENT PAYMENT.

Ajit Mishra: Share Price gets adjusted to the dividend announced. 

amol deogirakar: I wish to invest 5 lakh in stock market and can wait for a period of 3-4 years for return. Please suggest stock for the growth.

Ajit Mishra: We would recommend you to invest in stocks such as HDFC Bank, Kotak Bank, HDFC ltd, L&T, Britannia, Dabur, Asian Paints, Maruti, Bajaj Auto, Tech Mahindra, TCS, Reliance Industries, Cipla, Biocon, and Bharti Airtel.

We advise you to buy these stocks in staggered manner as these stocks have decent fundamentals and good long term growth prospects which can deliver healthy returns.

Please mail your questions to getahead@rediff.co.in with the subject line 'Stock Market Query', along with your name, and Ajit Mishra will offer his unbiased views.

Illustration: Uttam Ghosh/Rediff.com


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.

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