ASK AJIT: 'Accumulate', 'Hold' Or 'Exit'?

'I am a long term investor and holding the below shares, please advise if to exit/ hold/or buy'.

Illustration: Uttam Ghosh/Rediff.com

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.

Recommended by Rediff.com