'One of my main concerns is not able to book profits when my stocks are in positive. I am unsure whether to stay or leave and most often i keep staying.'
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Anivish khanna: I am a new investor in the stock market like many others during this pandemic. Actually i started investing last year only. Till now i have many stocks in my portfolio and i am a long term investor with average risk taking ability. One of my main concerns is not able to book profits when my stocks are in positive. I am unsure whether to stay or leave and most often i keep staying.
I also want you to advice of possible to let me know if i can tweak my portfolio a little. Like, selling one or two shares that i hold and buying more of what i already hold. (If this counts as a good decision). I am sharing a list of stocks that i hold and i would like to have your view on the following. I hope to receive a positive response from your side as soon as possible.
Ajit Mishra:
1) Yes Bank 10000 shares @30 (After averaging) – Risky bet, Exit if not under lock in
2) Varun Beverages 175 shares @560 - Hold
3) Tcs 20 shares @2260 - Hold
4) Sundaram Clayton 40 shares @1734 - Hold
5) Nbcc 2000 shares @39 - Exit
6) Ncc 3000 shares @60- Exit
7) Polycab 40 shares @786- Hold
8) MGL 120 shares @976- Hold
9) Icici prulife 150 shares @360- Hold
10) Bajaj Auto 30 shares @2860- Hold
11) Bajaj Finance 110 shares @2910- Hold
12) Bata India 75 shares @1189- Hold
13) Bharti Airtel 400 shares @541- Hold
14) Brittania 155 shares @2616- Hold
15) Canara Bank 900 shares @105 - Exit
16) Divis lab 200 shares @2360- Hold
17) HEG 250 Shares @1086-Exit
18) Icici Bank 300 shares @353- Hold
19) RIL PP 20 shares @1400- Hold
Anand Sharma: Please suggest on following stock
Ajit Mishra:
1. IOC 200 share @ ₹ 203.50/-- Hold
2. JSW steel 40 share @ ₹ 383/-- Hold
3. M&M 41 share @ ₹ 696.12/-- Hold
4. Reliance 35 share @ ₹ 903/-- Hold
5. Reliance PP 3 share @ ₹ 314.25/-- Hold
6. VEDL 102 share @ ₹ 211.88/-- Prefer Hindalco, Tata Steel
7. Yes bank 65 share @ ₹ 36.02/-- Exit if not under lock in
NITA: OVER THE MORE THAN 20 YEARS ACCUMULATED FOLLOWING SHARES .PLEASE ADVISE. WANT TO RESUFFLE.
Ajit Mishra:
EDELWEISS@80@ 48 -- Hold
CPSEETF. 396 @28- Hold
GAIL@34 @ 130 - Hold
GEOJIT 50@112- - Hold
HUB TOWN@6. @560- Exit
HUDCO@200@60 - Exit
JSW STEEL 30@288 - Hold
ISIBARS. 200 @ 10 – Exit
NTPC@120@ 115 - Hold
NTPC N 7@100@13.31 - Hold
LT 60@ 850 - Hold
ONGC. 150@ 148 - Hold
POWER GRID 125@ 110 - Hold
PRAJ IND. 95@. 122 - - Hold
RCOM@229@564 - Exit
REL INFRA. 12 @. 0 - Exit
RHFL@8 @. 0 - Exit
REL CAPITAL. 8 @ 0- Exit
R POWER 195 @ 141 - Exit
VEDL. 10@333 – Prefer Hindalco, Tata steel
SUN PHARMA. 100 @630 Hold
TATA MOTOR DVR 100@ 202 - Hold for atleast 2-3 years
WOCKPHARMA. 50 @ 713 - Hold
Jay Krishnan Nayanar: Can you advise me on the following stocks that I hold:
Ajit Mishra:
1.Adani Enterprises- 14 at Rs 274 - Hold
2.Deepak Nitrite - 100 at Rs 840- Hold
3.Divis Lab - 50 at Rs 3160- Hold
4.GMR Infra- 300 at Rs 22 - Exit
5.IRCTC- 50 at Rs 1358- Hold
6.Wipro -110 at Rs Rs 310- Hold
Ankit Shah: Please suggest if I need to hold/exit below stocks.
Ajit Mishra:
Federal Bank - 500 shares @54.39 - Hold
RBL Bank - 100 shares @181.90- Hold
South Indian Bank - 2000 shares @7.82- Exit
Yes Bank - 306 shares @17.35 – Exit if not under lock in
Varun Beverages - 15 shares @700.45- Hold
India Cements - 100 shares @130.65- Hold
Castrol India - 200 shares @129.60- Hold
RIL- 10 shares @2331.25- Hold
Adani Green Energy - 30 shares @686.25 - Exit
Amit Choudhari: I have 1350 shares of SBI at avg price 204.5; also 45 shares of HDFC @ 1758. I bought this in SEP First week, What should i do? I am OK to hold them as currently i don't need money. Please Advice.
Ajit Mishra: One can hold both these stocks for long term.
Dia ias: Hoping to hear from you soon. I'm holding following shares please suggest to hold or exit:
1. Ashokley 2000 shares @ 95 - - Hold
2. Axis Bank 50 @ 440- Hold
3. BDL 50 @ 470- Hold
4. EXIDEIND 200 @ 25- Hold 8
5. HAL 50 @ 950- Hold
6. HDFC BANK 50 @ 12- Hold 00
7. ICICIBANK 50 @ 382- Hold
8. INFY 10 @ 840- Hold
9. IOC 100 @ 95- Hold
10. L&TFH 100 @ 72- Hold
11. NALCO 50 @ 250- Hold
12. RAMCOCEM 10 @ 685- Hold
13. RIL 30 @ 2000- Hold
14. ROSSARI 10 @ 665- Hold
15. RVNL 100 @ 22- Exit
16. SBI CARDS 50 @ 765- Hold
17. SPIC 100 @ 22 - - Hold
18. TATA STEEL 20 @ 440- Hold
19. WIPRO 20 @ 260- Hold
20. YESBANK 600 @ 14- Exit if not under lock in
21. KOKUYOCMLN 60 @ 66- Exit
22. ONGC 100 @ 80 - Hold
23. Chalet 50 @ 167 - Exit
24. PRESTIGE 10 @ 278- Hold
25. DLF 50 @ 167- Exit
26. CINELINE 50 @ 32 - Exit
27. EKC 50 @ 32 - Exit
28. NFL 100 @ 39 - Exit
29. SHREDIGCEM 100 @ 57 - Hold
30. CONFIPET 100 @22.5 - Exit
31. SUZLON 200 @ 5 - Ext
Shekhar Dahiya: Please advise me on reliance infra Purchase at 37 ; Current price 23; Amount invested 1 lac.
Ajit Mishra: Exit.
Ganesh Srinivasan: Please advice on below shares, whether to hold or exit.
Ajit Mishra:
Puchase dt | Purchase dt | Rate Rs. | Qty | Comments |
Kotak Mahindra | 07-08-2019 | 1,466.00 | 5 | Hold |
TCS | 30-10-2019 | 2,118.00 | 10 | Hold |
HDFC Bank | 21-04-2020 | 910.5 | 75 | Hold |
Tata Consumer Products | 20-05-2020 | 354.5 | 25 | Hold |
SCUF | 03-06-2020 | 640 | 30 | Exit |
Indian Overseas Bank | 22-07-2020 | 10.95 | 1000 | Exit |
UPL | 04-08-2020 | 459.8 | 100 | Exit |
Shriram Transport Financ | 10-08-2020 | 671 | 100 | Hold |
Future Enterprises | 31-08-2020 | 21.1 | 3000 | Exit |
RBL Bank Limited | 03-09-2020 | 196 | 200 | Hold |
Bharat electornics Ltd | 07-09-2020 | 106 | 500 | Hold |
Vodafone | 07-09-2020 | 12.6 | 500 | Exit |
Yes bank | 11-09-2020 | 14.35 | 900 | Exit |
NCC | 11-09-2020 | 31 | 900 | Exit |
IDFC First | 14-09-2020 | 31.25 | 450 | Exit |
HDFC Life | 16-09-2020 | 603 | 50 | Hold |
Jyothy Labs | 16-09-2020 | 151 | 200 | Hold |
Vedanta | 17-09-2020 | 134.05 | 450 | Prefer Hindalco |
ITD Cementation | 17-09-2020 | 50 | 500 | Exit |
IndusInd Bank | 21-09-2020 | 555 | 75 | Hold |
Arshita Singhvi: I have below shares in portfolio all in loss. Please suggest either hold/exit. If hold, for how long? Also, please suggest shares to buy for short term and long term.
Ajit Mishra:
Vikas Multicorporation @21 - Exit
Yes Bank @16- Exit
Kuantam papers @68- Exit
Ankit Mathur: Please suggest appropriate actions for the portfolio.
Objectives:
1. Looking for consolidating it to 20-25 stocks
2. Investment for 2-5 years
Ajit Mishra:
Instrument | Qty. | Avg. cost | Advise |
ABANSENT | 858 | 172.37 | Exit |
ALOKTEXT | 1000 | 36.46 | Exit |
AXISBANK | 5 | 417.5 | Hold |
BAJFINANCE | 9 | 3581.24 | Hold |
BALAXI-BE | 19 | 752.51 | Exit |
DCBBANK | 5 | 92.8 | Exit |
DMART | 3 | 2035.98 | Hold |
DOLAT | 210 | 56.68 | Exit |
DWARKESH | 90 | 26.31 | Exit |
EDUCOMP | 22331 | 4.03 | Exit |
EICHERMOT | 7 | 2230.77 | Hold |
FACT | 500 | 47.31 | Exit |
FRETAIL | 300 | 135.38 | Exit |
GRAPHITE | 200 | 217.33 | Exit |
GREENPANEL | 342 | 51.4 | Exit |
GRSE | 655 | 184.77 | Hold |
HAL | 53 | 953.84 | Hold |
HDFC | 5 | 1806.9 | Hold |
IDEA | 10 | 9.05 | Exit |
IRCTC | 20 | 1343.85 | Hold |
ISEC | 100 | 485.14 | Hold |
NAM-INDIA | 160 | 271.65 | Hold |
PERMAGN | 130 | 117.13 | Exit |
PIDILITIND | 10 | 1486.8 | Hold |
PMCFIN | 10358 | 0.27 | Exit |
PRADIP | 1000 | 0.71 | Exit |
PSPPROJECT | 10 | 433.33 | Exit |
RAMSARUP | 3150 | 0.49 | Exit |
RNAVAL | 3100 | 3.18 | Exit |
SBIN | 127 | 208.93 | Hold |
TVVISION-BE | 3000 | 1.45 | Exit |
Sakeer Husain: I am a new investor in the stock market, I bought the following scripts, please suggest to hold or sell and please suggest new stock for long term -5+years.
Ajit Mishra:
BHEL 100@ 37/- - Exit
COAL INDIA @125.1- Exit
TNPETRO 250 @ 40.43- Exit
YES BANK@ 16.06- Exit if not under lock in
Shaurya Ruhil: Dear Mr Ajit Mishra, I am holding below shares, request to let me know if I should add, hold or exit
Ajit Mishra:
Yes Bank - Exit
Triveni Engineering- Exit
Meghmani Organics Hold
Tata Motors – Hold for atleast 2-3 years
Dollar industry - Exit
KRBL - Exit
Parag Milk - Exit
Rajesh Exports - Exit
Vodafone Idea - Exit
Alok- Exit
Future consumer- Exit
appu navalagi: Please suggest I have holded the below shares exit or hold
Ajit Mishra:
Axis bank 300qty at 480 - Hold
Sbi bank 300qty at 210- Hold
Avantifeed 150qty at 515- Hold
Vishal Sharma: I am new invester and want to buy share with an horizon on 3-5 years. I have purchased 100 share each of these companies. Should I add more of these shares in my portfolio. Plz suggest some good share for a horizon of 3-5 years.
Ajit Mishra:
1)Granules India Limited @ Rs 365 each - Hold
2)Vishal fabrics ltd @ Rs 311 each. - Exit
UTTAM PRAKASH: I have bought 100 shares of Federal bank @ 108. Should I hold or Exit.
Ajit Mishra: Hold
Puja Vipin: Please give your view on:
Ajit Mishra:
mahabank @ 15.50- 1000 qty - Exit
Dhanbank@ 14.60- 1500qty- Exit
Midhani @ 224-1000qty- Hold
Spic @ 24- 1500 qty- Hold
Prashant Ojha: Below is the shared which I hold since 2016. Pls suggest on that as I have buyed consideration of long term.
Ajit Mishra:
ASHOK LEYLAND LIMITED-330 - Hold
BAJAJ FINANCE LIMITED-10- Hold
BAJAJ FINSERV LIMITED -1- Hold
BANDHAN BANK LIMITED -103- Hold
CSB BANK LIMITED-20- Hold
EICHER MOTORS LIMITED-1- Hold 0
FUTURE RETAIL LIMITED -100- Exit
GENERAL INSURANCE - Exit
CORPORATION OF INDIA-128 - Exit
GRAPHITE INDIA LIMITED -20 - Exit
HDFC BANK LIMITED-60- Hold
HDFC LIFE INSURANCE-52- Hold
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED-1- Hold
ICICI BANK LIMITED-10- Hold
ICICI LOMBARD GENERAL- Hold
INSURANCE COMPANY ltd-2
ICICI PRUDENTIAL LIFE- Hold
INSURANCE COMPANY LIMITED-4
IDFC FIRST BANK LIMITED-300 - Exit
INFO EDGE (INDIA) LIMITED -4 - Hold
EQUITY SHARES 4
JAI CORP LIMITED -400 - Exit
MOTHERSON SUMI SYSTEMS-200- Hold for atleast 2-3 years
NIPPON LIFE INDIA ASSET-10- Hold
PIRAMAL ENTERPRISES Ltd-20- Hold
RBL BANK LIMITED-10- Hold
RELIANCE INDUSTRIES-70- Hold
SBI CARDS & PAYMENT-25- Hold
SBI LIFE INSURANCE COMPANY-5- Hold
THE NEW INDIA ASSURANCE-108 - Exit
ZEE ENTERTAINMENT-40 - Exit
Sahil Mahajan: I have the following shares, please suggest.
Ajit Mishra:
Ashok Leyland 1350@86 - Hold
Atul 3@4478 - Hold
D-Link india. 220@125 - Exit
Federal bank@280@82 - Hold
Greaves cotton. 50@86- Exit
Gsfc 350@86 - Exit
SBIN@60@212- Hold
NBCC. 220@53- Exit
Manaksiea Steel@200@45 - Exit
J&k Bank 200@29- Exit
Murli Gaggar: After looking at the moving averages of 50 and 200 DMA I purchased the below mentioned stocks for horizon of 1 year from Sep'20. I also apply supertrend will purchasing stocks.
Ajit Mishra:
Insecticide@520@50 - Hold
IDBi@44@500 - Exit
Dhanuka@730@50 Exit
Xelpmoc 300@163 - Exit
PVR@ 1290@45 - Hold
Saksoft. 315@25 - Exit
RBL. 198@100 - Hold
Vivek Brahmavar: Buy/hold/exit?
Ajit Mishra:
Dabur: avg buy price:455 - Hold
Berger:avg buy price:500 - Hold
Huhtamaki ppl: avg buy price: 245 - Hold
arjun satish: I have the following query: Should I average it or sell at current levels, the following stocks. Could you also suggest some companies with good fundamentals in Pharma and power sector for long term perspective
Ajit Mishra:
dheeraj verma: I have 323 shares of yes bank @13.33. what should I do? when should i sell it.I am new to stock market
Ajit Mishra: Exit if not under lock in.
Vasanthkumar Shenoy: Following are my holding.Kindly advice which one are to be disposed off and on which shares I can reinvest.
Ajit Mishra:
Aarti drugs. -6 - Hold
Aarti ind -5- Hold
ADF FOOD 50- Hold
AIMCO PESTICIDE 150Exit
AJANTA PHARMA 10 - Hold
ANUP ENGG 50 - Exit
APLL LTD 40 - Hold
APCO TEX 100 - Exit
APOLLO PIPES - Exit
ARIES 100 Exit
AVANTI FOOD 50 -Hold
BALAJI AMINS 50 Hold
BALASORE LOYS 300 Exit
BHARAT DYNAMICS 50 - Hold
BHARAT FORGE 25 - Hold
BODAL CHEM 100 - Exit
BROWN PHARMA 201 – Exit
CORAL LAB 50 - Exit
DBL 20 - Exit
GULSHSN POLY 100 - Exit
INSECTISIDE 100- Hold
KEC 50 - Hold
KIOCL 100 Exit
KOLTE PATIL 50 - Exit
KPR MILLS 80 - Exit
LAMBODHARA SPIN 100 - Exit
LYKA LAB 50 - Exit
MANGALORE CHEM AND FER 50 - Exit
MIRZA 100 - Exit
MOIL 6P - Hold
MONTECARLO 50 - Exit
NAHAR SPINNG 100- Exit
NATIONAL ALUMINIUM 200 - Hold
NDL 300 - Exit
NELCAST 200 Exit
SHARADA CROP 100 - Hold
I have few more shares all are invested for long term.
I am in this field for last more than 30 years. I need your expert advice .
I want to invest in pharma sbd IT stockS by disposing off some of the above shares please advice.
saurav sood: Iam investing in stocks from Aug 2020. I have moderate risk profile and long term horizon of 10 to 15 years. My holdings are as follows.
PLEASE REVIEW AND LET ME KNOW WHAT CAN I ADD AND HOW MUCH? ALSO IF I NEED STOPLOSS FOR LONG TERM INVESTING
Ajit Mishra:
ABFRL 50@153.4 - Exit
AXISBANK. 17@475.5 - Hold
BAJAJFINSV. 2@6310- Hold
BAJAJHLDNG@3@2624- Hold
BDL@ 25@310- Hold
BHARTIARTL. 10@4- Hold 97
CHOLAHLDNG. 20@421- Hold
COLPAL@5@1418.5- Hold
DISHTV 100@11.95 Exit
EIHOTEL@ 50@93.5- Exit
FEDERALBNK. 100. 60.5- Hold
FRETAIL@140. 142 - Exit
GODFRYPHLP@8@1000- Hold
HDFC@ 5@1784- Hold
HDFCBANK@21 1064- Hold
HINDUUNILVR@3@2034- Hold
ICICIBANK@ 50@389- Hold
INDHOTEL@ 50@103- Hold
INOXLEISUR. 20@286- Hold
IOC. 110@88- Hold
ITC. 100. 195- Hold
JKPAPER@50. 98 - Exit
LT@14. 902- Hold
MARUTI@5@6860- Hold
NTPC@ 50. 96- Hold
POWERGRID. 50. 17- Hold 5
PVR 7 1353- Hold
RAYMOND 20 292.5 - Exit
RITES 20 241 - Hold
RUPA 3 211 - Exit
SBILIFE 6 852- Hold
SBIN 100 225- Hold
SCI 75 59 - Exit
SMLISUZU 10 462 - - Exit
SPICEJET 100 54 – Hold, but look to exit after decent returns
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.
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