Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
prashant singh: Please suggest me what to do, Buy, Sell, Hold for my below mentioned portfolio, I don't trade regularly and want to purchase for long term
Ajit Mishra:
Apollo Tyres – Hold, Can add more
Firstsource Solution - Hold
JSW Energy Ltd. - Sell
Jain Irrigation DVR - Sell
Jindal St & Pwr - Hold
Kingfisher Airlines - Sell
Man Infraconstruction - Sell
Marksans Pharma - Hold
NHPC – Hold
Radico Khaitan Ltd. - Hold
SBI – Hold, Can add more as well
South Indian Bank - Sell
Steel Authority - Sell
Suven life sciences - Sell
Col Ramanan: May I seek your kind advice on my stocks please. Most of the stocks that I hold are 4 to 9 years old. After averaging whenever feasible, the current position is as follows:
Ajit Mishra:
Aster DM HealthCare: 129 @ 190 - Hold
BHEL: 500 @ 45.15 - Exit
Coal india: 100 @ 130.40 - Exit
Cochin Shipyard: 150 @ 346 - Hold
FCS Software: 20000 @ 0.71 - Exit
ITI: 500 @113 - Exit
JK Tyres & Ind: 100@150 – Hold
L&T FH: 500 @ 99 - Hold
NBCC (India): 1000 @ 44 - Exit
NCC: 600 @ 25.50 - Exit
PNB Housing Fin: 120 @ 272 - Exit
Reliance Power Ltd: 3200 @7.80 - Exit
Tata Motors: 1000 @ 128 – Hold for atleast 2-3 years
eClerx Services: 100 @ 406 - Hold
Rajneesh Anand: I have only one stock currently of Sundram Fasteners bought @669/- around two year ago. Currently i am in loss. Shall i hold this stock or sell it? Also, wanted to buy following stocks: Godrej Industries, Aarti Industries, Aarti Drugs, Adani Trasmission, Alykl Amenis Chemical, Pidilite Industries, Kotak Mahindra Bank, Cyient Ltd. Kindly advice.
Ajit Mishra: Can continue to hold Sundram Fasteners but for atleast 2-3 years.
Aarti Industries, Alkyl Amines, Aarti Drugs – Buy on dips of at least 10% correction.
Godrej Industries, Kotak, Cyient and Pidilite can be bought at current levels.
Avoid Adani Transmission currently
manas hanuman: Here is my portfolio. Please suggest on whether to hold or exit
Ajit Mishra:
Alphageo: 30 stocks at 1067.09 - Exit
Cerebra Integrated: 500 stocks at 61.28 - Exit
GIC: 64 stocks at 433.50 - Exit
HDFC AMC: 13 stocks at 1100 - Hold
HDFCSTA: 50 stocks at 290 - Hold
ICICIBAN: 38 stocks at 371.57 - Hold
ICICILOM: 22 stocks at 661 - Hold
JACINV: 1000 stocks at 4.18 - Exit
JAIASS: 200 stocks at 25.18 - Exit
NTPC: 10 stocks at 99.24 - Hold
PAWHOL: 195 stocks at 15.61 - Exit
RELCOM: 309 stocks at 32.19 - Exit
SBICAR: 19 stocks at 755 - Hold
YESBAN: 1000 stocks at 12 – Exit if not under lock in
K SRINIVAS VENKATAKRISHNAN: Please advise about the following companies
Ajit Mishra:
1.RBL BANK -220 Shares @ Rs.189.10 - Hold
2.CUB bank -400 Shares @ Rs.138.50 - Exit
3.SBI Bank-100 Shares @Rs. 192.1 - Hold
4.Yes Bank - 130 Shares @ Rs.15.1 – Exit if not under lock in
5.ICICI Bank - 50 Shares @ Rs.357 - Hold
6.Axis Bank - 48 Shares @ Rs.430. - Hold
Abhay Patil: Please suggest whether I should exit or hold
Ajit Mishra:
- Somi Conveyor @ 61.20 - Exit
- Rain Industry @ 326 - Exit
- GVK Power @21.6 - Exit
- NALCO @82.5 – Hold for atleast 2-3 years, or else exit
- Excel @686 - Hold
- Jamna Auto @78.5 – Hold for atleast 2-3 years, or else exit
- HFCL @33.00 - Exit
- MOIL @255 - Exit
- Andhra Petro @66 - Exit
vijay krishna: Sir, I am novice investor who started trading this week. This is my portfolio. Please advice
Ajit Mishra: Consider investing for long term at least more than 1 year.
Amaea Raja @738 - Hold
Ashok Leyland @66 - Hold
GMDC @ 51 - Exit
JKPaper @ 99 - Exit
L&T Financial @ 67 - Hold
L& T @ 998 - Hold
Maithan Alloys @ 533 - Hold
Mother son Sumi @ 120 - Hold
N R Agarwal @ 226 - Exit
Orient Elec @ 192 - Exit
Reliance @ 2087 - Hold
Tata Chem @ 319 - Hold
suraj wahadane: Sir recently McLeod Russel stock is very fastly increasing I don't understand fundamental can you suggest I should hold or sell of that company share
Ajit Mishra: We would recommend to exit.
Yash Jethani: I have queries on these stocks. Kindly help by recommending approaches to these
Ajit Mishra:
NFL @63 - Exit
JamnaAuto @75 – Hold for atleast 2-3 years
Engineers India @149 - Exit
PNB @105 - Exit
Vakrangee @174 - Exit
Dishtv @75 - Exit
Yes Bank @84 – Exit if not under lock in
Tata Motors @302 – Hold for atleast 2-3 years
NBVentures @149 - Exit
Greenply @175 - Exit
Vedanta @181 – Hold, look to exit if delisting is successful
Jain Irrigation @109 - Exit
manish: i have the following stock and request your advice on them:
Ajit Mishra:
Federal Bank - 1100@57.56 - Exit
HDFC Bank - 100@1055.18 - Hold
Infosys - 50@682 - Hold
IRCON - 200@95.6 - Hold
ITC - 1100@207.5 - Hold
Petronet LNG - 250@244.36 - Hold
Reliance - 100@1145 - Hold
SBI - 100@185.22 - Hold
Siemens - 50@1165 - Hold
TCS - 50@1938 - Hold
Titan - 10@1135 – Hold
Abhijith Chennat: I hold below stocks and the price I paid with current return trend. Most of them were bought in the last 6 months. Looking for a long term investment.
My concern is too much of Health/Pharma/Chemical exposure in my portfolio due to the recent trend although most are in Positive now. I want to avoid a few weak players if possible from these sectors.
Also, the number of stocks in portfolio also too high (close to 50 stocks). To be frank, I have done some minimal analysis on most (except bluechip ones), but now it's getting out of hands to track.
Ajit Mishra:
BHARTIARTL @ 588 – Negative - Hold
HDFCAMC @ 2680. – Negative - Hold
FEDERALBNK @ 60.4 – Negative – Prefer larger banks
LINCOLNPHARMA @ 246. – Negative - Avoid
POLYCAB @ 896. – Negative - Hold
RVNL @ 22.75 – Negative - Avoid
AVANTIFEED @ 533- Negative - Hold
MINDTREE@1158 – Negative - Hold
INDUSINDBK @ 540 – Negative – Prefer HDFC or ICICI bank
COCHIN SHIPYARD @ 358 – Neutral - Hold
INDIAN HOTELS @104 – Neutral – Hold for atleast 2-3 years
BHARAT RASAYAN @ 9422 – Positive - Hold
ATUL @ 5017 – Positive - Hold
KOTAKBNK @ 1255 – Positive - Hold
CUPID @ 271 – Positive - Hold
NAUKRI @ 3105 – Positive - Hold
DWARKESH @ 29.8 – Positive - Exit
KRBL @ 258 – Positive - Exit
PVR @ 1183 – Positive - Hold
MAYUR UNIQUOTERS @ 224 – Positive - Exit
HDFCLIFE @ 562 – Positive - Hold
BALKRISHNA IND @ 1015 – Positive - HOld
SUNTV @ 399 – Positive - Hold
INDIAMART @ 2301 – Positive - Hold
STERLITE TECH @ 143 – Positive - Hold
SUVEN PHARMA @ 659 – Positive - Hold
GRANULES @ 273 – Positive - Hold
SEQUENT@ 126 – Positive - Hold
JUBILANT @800 – Positive - Hold
SYNGENE @ 429 – Positive - Hold
DEEPAKNITRITE @ 541 – Positive - Hold
NEULANDLAB @690 – Positive - Hold
IOLCP @ 710 – Positive - Hold
LAURUSLABS @919 – Positive - Hold
VINATI ORGANICS @ 991 – Positive - Hold
Also holds a few Bluechips like Asian Paints, Britannia, SBI, ITC, Pidilite, Cipla, SANOFI,HUL also which I believe can be held longer. – Continue to hold.
shashi tripathi: I have following shares, please advise with your comment, please tell me are they are good buy. I can hold it for long term
Ajit Mishra:
1.KILPEST :-27@347 - Avoid
2.AARTI DRUGS:-10@3348 - Hold
3.CDSL:-15@357 - Hold
4.TRANSPEK:-6@1735 – Prefer larger players like Deepak Nitrite
5.SHREDIGCEM:-55@56.63 - Hold
jabiyulla shaik: On 25th August, 2020, I've bought 100 shares of Neuland Laboratories Ltd @ 1033, please suggest me whether to hold them or exit.
Ajit Mishra: We are seeing strong traction in API players. We would recommend you to hold the stock.
Ranjit Kumar Nayak: I am new to equity market and have following investment in equity market. Kindly suggest which have to hold and which to sell.
Ajit Mishra:
1. Vikas Multicorp- 1380 @Rs 12.20 - Exit
2. Yes Bank - 50 @Rs.15 – Exit if not under lock in
3. IDFC First Bank- 20 @Rs. 28 – Exit
Sushil Goel: I am holding the below shares, please confirm whether i should hold or sell the same? Hold for 6month to 1 year.
Ajit Mishra:
1.AARTI DRUGS LTD. 100 shares@3170.00 - Hold
2.HEG LTD. 60 shares@ 916.00 - Exit
3.ADANI GREEN ENERGY LTD.300 shares@392.00 – Book profits
4.INDIAMART INTERMESH LTD.20 shares @3263.00 - Hold
Parmeshwar Prasad: I am self-employed and am likely to continue working till March 2028. Unfortunately I have put some of my investments in very bad shares. The details are as follows: Request you to kindly advise on these shares.
Ajit Mishra:
Econo Trade India Ltd: 6000 shares @ 60/-, Exit
Bajaj Hindustan Sugar: 15000 @ 12/-, Avoid sugar sector as it is highly volatile, Exit
JBF Industries: 150 @ 287/-, Exit
NBCC : 5100 @ 80/-, Exit
Bharat Electronics: 1530 @ 170/-, Hold for atleast 2-3 years
Mothersonsumi: 360 @ 160/-, Hold
APM industries: 300 @ 48/-, Exit
ICICI Prudential Life Insurance: 300 @ 330/-, Hold
SBI Life Insurance: 21 @ 750/-, Hold
Castex Industries: 3000 @ 14/-, Exit
PTC India Financial Services: 4500 @ 39/-, Exit
Naresh Kumar: I am holding BPCL 1600 QTY @ 453. I CAN WAIT 2 3 MONTH BUT DON'T BUY TO SELL IN LOSS. PLS SUGGEST IS IT POSSIBLE TO ACHIEVE 453 IN COMING DAYS
Ajit Mishra: Currently, BPCL is looking weak on short-term chart. Immediate support is at 335.In case , if it manages to hold then we might see some bound else profit booking will continue.
Nitin Gera: I have recently started investing in stock market. Kindly advice on below portfolio. Would highly appreciate your feedback and tips:
Ajit Mishra:
1- Affle @ 2800/- Stock looks overvalued, Exit on rise
2- Alembic pharma @ 1050/- Hold
3- Asian paints @ 1800/- Hold
4- Bajaj auto @ 3000/- Hold
5- Bajaj fin @ 3500/- Hold
6- Birla soft @ 170/- Hold
7- Dabur @ 510/- Hold
8- Deepak Nitrate @ 700/- Hold
9- GMR infra @ 2400/- Exit
10- HCL tech @ 720/- Hold
11- HUL @ 2200/- Hold
12- IOL chemicals @ 800/- Hold
13- IPCA lab @ 2040/- Hold
14- JSW steel @ 250/- Hold
15- Rain industries @ 125/- Exit
16- Relaxo @ 640/- Hold
17- Titan @ 1120/- Hold
18 HLEGLAS @ 1525/- Exit
Illustration: Uttam Ghosh/Rediff.com
Please mail your questions to getahead@rediff.co.in with the subject line 'Stock Market Query', 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.
