'Can you please suggest a plan of investment for long term capital gain and regular income?'
Ajit Mishra, vice president, research, Religare Broking, answers your queries:
Akshat Jain: I am holding Bharat Gear @ Rs 125.88 avg price.
Also Gokul Agro @ Rs 43.55 avg price.
Should I hold them further or exit these trades?
Ajit Mishra: Avoid both these companies.
Pravin Patel: Please give your opinion on:
Ajit Mishra:
| Company | Recommendation |
| GM Breweries | Hold |
| Tribhovandas Bhimji Zaveri | Avoid |
| GNFC | Hold |
| Ganesh Benzoplast | Avoid |
Meena Mishra: I am new to trading and hold the following shares.
Also please guide in which stocks to invest for the long term.
Ajit Mishra:
| Company | No of shares | Price | Recommendation |
| Tata Motors | 15 | Rs 317 | Hold |
| ITC | 100 | Rs 207 | Hold |
| SAIL | 470 | Rs 125 | Hold |
| IIFL Wealth | 40 | Rs 1,296 | Hold |
| Edelweiss | 620 | Rs 93 | Hold |
| Navbharat Ventures | 520 | Rs 163 | Hold |
B Sarkar: I am a new investor to Indian equity market.
I wish to invest Rs 50 lakh for the long term (for 3-5 years) and looking for high returns having very high risk appetite.
I have shortlisted some shares. Please advise where to invest with percentage.
Ajit Mishra: Stocks are good, but we would recommend adding some bluechip names like Reliance Industries, Bharti Airtel, Dabur, HUL, Britannia Industries and M&M.
Yogesh Indoria: I have 12,000 shares of Yes Bank averaging Rs 62.
Please advise -- should I hold or exit this stock.
Ajit Mishra: It's better to stick with large banks like HDFC and ICICI.
Hari Prasad Vasamsetty: Kindly provide your view on the following stocks.
All are bought for short term target with 10 per cent expected gain.
So, in the current situation, should I hold or exit?
| Company | No of shares | Price |
| JK Tyre | 100 | Rs 151 |
| Bhartiya Iinternational | 45 | Rs 234 |
| The Byke Hospitality | 250 | Rs 32 |
| GP Petroleums | 77 | Rs 65 |
| Donear Industries | 180 | Rs 56 |
| Innovative Tech | 598 | Rs 21 |
| Gokul Refoils | 145 | Rs 32 |
| Pil Italica | 1,300 | Rs 8 |
| Hind Rectifiers | 32 | Rs 61 |
| Umang Dairies | 60 | Rs 82 |
| Oswal Agro | 580 | Rs 18 |
Ajit Mishra: Except JK Tyre, exit all.
Harsh Nagamoti: Please advise for the below stocks. Should I hold for next two years?
Ajit Mishra:
| Company | No of shares | Price | Recommendation |
| Birlasoft Limited | 50 | Rs 323.04 | Hold |
| SBIN | 103 | Rs 371.6 | Hold |
| Ashok Leyland | 200 | Rs 125.55 | Hold |
| Bank of Baroda | 185 | Rs 88.83 | Hold |
| Kirloskar Ferrous Industries Limited | 260 | Rs 275 | Hold |
| Jaiprakash Power Ventures Limited | 500 | Rs 6.28 | Exit |
Shrikant S: Sir I have the below portfolio which I have not touched in almost five years.
Please suggest which of these I should exit.
If you can suggest which can be invested in also, it would be great.
I am actually keen on trading on regular basis now since I lost my job.
I would like to exit as you suggest and use that for investment.
Ajit Mishra:
| Company | No of shares | Recommendation |
| ALEPHA | 40 | Exit |
| BAAUTO | 5 | Hold |
| BALLAW | 258 | Hold |
| BANBAN | 68 | Hold |
| BANBAR | 1 | Hold |
| BIOCON | 240 | Hold |
| ETEEVE | 90 | Name not clear |
| HDFBAN | 134 | Hold |
| ICIBAN | 105 | Hold |
| IDFBAN | 4 | Exit |
| INDIBA | 75 | Exit |
| KOTGOL | 306 | Hold |
| KRBL | 54 | Hold |
| LARTOU | 1 | Hold |
| LICHF | 13 | Hold |
| LTFINA | 80 | Hold |
| MAHMAH | 70 | Hold |
| MINLIM | 15 | Exit |
| NIFJUN | 192 | Name not clear |
| PIRENT | 20 | Hold |
| POWGRI | 403 | Hold |
| RELIND | 32 | Hold |
| RELPP1 | 3 | Hold |
| RURELE | 120 | Hold |
| SCI | 25 | Hold |
| SUNTV | 32 | Hold |
| SUPIND | 33 | hold |
| TCS | 20 | Hold |
| TECMAH | 332 | Hold |
| UJJFIN | 64 | Hold |
| WIPRO | 40 | Hold |
| YESBAN | 75 | Exit |
| CALS | 2,000 | Exit |
| RELCOM | 10 | Exit |
| RELMED | 55 | Exit |
| NETW18 | 1 | Exit |
Jitendra Lonkar: I have 135 shares of General Insurance at an average price of Rs 269. I can hold for long term 5+ years. Please advise.
Same on Suryoday Small Finance, 70 shares at Rs 274.
Ajit Mishra: Exit both.
Vijay Sharma: Please can you advise if I can keep the below shares for a long time.
| Company | No of shares | Price |
| Ashok Leyland | 1,200 | Rs 82 |
| Eicher Motors | 7 | Rs 2,550 |
| HDFC Bank | 37 | Rs 1,565 |
| ICICI Bank | 73 | Rs 680 |
| PNB | 400 | Rs 36 |
| SBI | 233 | Rs 270 |
| BirlaSoft | 36 | Rs 399 |
| HCL Tech | 50 | Rs 1,100 |
| Lupin | 96 | Rs 1,224 |
| AuroPharma | 25 | Rs 690 |
Ajit Mishra: Except PNB, hold all.
Bijay Muduli: I am 36 years old, working in a reputed MNC IT company, having 14 years of IT experience.
I have invested in stocks since 2019 and have the following portfolio.
Can you please suggest a plan of investment for long term capital gain and regular income?
| Company | No of shares | Price |
| ADANIPORTS | 24 | Rs 750 |
| BAJAJFINSV | 1 | Rs 9,200 |
| COAL India | 100 | Rs 145 |
| DMART | 12 | Rs 2,100 |
| EICHERMOT | 20 | Rs 1,938 |
| GLAND | 6 | Rs 1,836 |
| HDFCBANK | 41 | Rs 1,110 |
| HAPPSTMNDS | 21 | Rs 1,107 |
| INFY | 17 | Rs 1,042 |
| IOB | 450 | Rs 28 |
| IPL | 50 | Rs 360 |
| IRCTC | 23 | Rs 1,373 |
| NALCO | 211 | Rs 76 |
| ONGC | 160 | Rs 99 |
| RELIANCE | 30 | Rs 1,346 |
| RELIANCEPP | 12 | Rs 1,344 |
| Rolex Kings | 10 | Rs 1,200 |
| ROSSARI | 30 | Rs 708 |
| SAIL | 157 | Rs 100 |
| SBICARD | 17 | Rs 777 |
| TCS | 22 | Rs 2,168 |
Ajit Mishra: Keep holding the above stocks for long term. You can replace Coal India with ICICI Bank.
Look to add to these on corrections as well.
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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