'Hold or exit from these stocks?'

Ajit Mishra, vice president, Research, Religare Broking, answers your queries:

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Maninder: Please review my portfolio. Pl suggest to exit or hold or add.

Ajit Mishra:

Markson pharma @36  - Hold

Hdfc bank@1066 - Hold

Alok industry @35 - Exit

Igarashi motors@300 - Exit

Yes bank@14 – Exit if not under lock in

Balakrishnan industries @1201 - Hold

Bandhan bank@286 – Hold, or better choice would be to shift to ICICI Bank

L&T@ 900 - Hold

CDSL@245 - Hold

Parag milk@94 - Exit

Reliance industries@1700 - Hold

Techmahindra @699 - Hold

SPARC@293 - Exit

venky raju: Could you please suggest whether to Hold or Exit the below stocks.

Ajit Mishra:

1. MOREPEN - 1000 shares @ 40 Rupees. --- CMP 24 - Exit

2. Gujarat Mineral Development Corporation - 100 shares @ 140 --- CMP 50 - Exit

3. HUDCO - 100 shares @ 80 --- CMP 38 - Exit

4. Hindustan Foods - 50 Shares @ 600 --- CMP 772 - Hold

5. Himadri Speciality Chemicals Ltd - 250 shares @ 51 --- CMP 58 -          Exit

6. Tamil Nadu Petroproducts Limited --- 200 Shares @35 --- CMP 41 - Exit

7. Tata Consumer Product s limited --- 25 shares @ 540 - Hold

8. Apex Frozen Food 100 shares @ 250 --- CMP 280 – Exit     

9. Tata Chemicals 50 shares @ 310 --- CMP 337 - Hold

PRINCE MUKHERJEE: please tell me why are you suggesting to avoid adani green? I saw in one of your suggestions that u suggested some1 to exit Adani green .

Honestly, I couldn't get the logic. I am a beginner having 1.5 years of experience in the stock market. I don't see anything wrong with adani green .renewable energy is the word of the hour. adani being the largest company in the renewable energy space with a humungous order book and target the only negative is a huge debt but don't u think they can manage it? Please clear my doubt I am very interested in solving stock market puzzles.

Ajit Mishra: The huge debt and profitability remains a key concern. The strong traction in the renewable space is definitely a key positive for the company, but the same thing is yet to translate into earnings. Hence, exit the stock.

Avinash: can you plz advice me on my portfolio. thank you.

Ajit Mishra:

Ajanta pharma. 1635 - Hold

Bandhan bk. 322  - Hold
Eicher mot. 2183  - Hold
HAL. 129  - Hold
mangalam org. 602 - Exit
tata mot. 125- Hold for atleast 2-3 years

Parth Soneji: Could you please suggest if I should hold or exit on below stocks. 

Ajit Mishra:

1.Alok Industries  - Exit

2.Arvind - Exit

3.Bajaj Finance - Hold 

4.Bandhan Bank - Hold

5.Cadila HC - Hold

6.ICICI Bank - Hold

7.ICICI Gold - Hold

8.Indigo - Hold

9.Indusind Bank – prefer ICICI Bank, Axis Bank

10.IOC - Hold

11.IRCTC - Hold

12.ITC - Hold

13.L&T - Hold

14.Raymond  - Exit

15.SBIN - Hold

16.Yes Bank – Exit if not under lock in

Raunak Rajpal: I am a long term investor and hold the following stocks for the last 1 year or so. Please advise on the following stocks. 

Ajit Mishra:

1. ITC 100 at 200.5 - Hold

2. Larsen and Toubro 41 at 792 - Hold

3. SBI Cards 40 at 660 - Hold

4. Bajaj Finance 5 at 1950 - Hold

5. Eicher Motors 5 at 16795 - Hold

6. Ashok Leyland 100 at 58 - Hold

7. Idfc First Bank 180 at 32.5 - Exit

8. Himadri Speciality Chemical 300 at 48 - Exit

Yogesh Shivajirao Taware: I have below shares 

Ajit Mishra:

1- Ashok Leyland - 300 shares @75 - Hold

2- Idea - 30000 shares @11 - Exit

3- Yes Bank - 300 Shares @31 Exit if not under lock in

4- Tata motors - 350 Shares @215 – Hold for atleast 2-3 years

bikramjit sen: i have the following shares and am a long term investor. Kindly share your views on them. Also out of these to which shares should i keep on adding for a long term 7-10 years approach. Also advise on a couple of shares which might give excellent returns over a long term period.

Ajit Mishra:

Arvind Fashions LTD  - 6 - Exit
Arvind LTD – 34 - Exit
Arvind Smartspaces LTD – 3 - Exit
Bandhan Bank LTD – 100 - Hold
BHEL – 273 - Exit
HDFC AMC – 10 - Hold
ICICI BANK – 38 - Hold
ITC Ltd -100 - Hold
L&T Ltd-29 - Hold
Sun Pharmaceutical Industries Ltd – 62 - Hold
Tata Motors Ltd – 250 – Hold for atleast 2-3 years
Tata Steel Ltd – 50 - Hold
The Anup Engineering Ltd – 1 - Hold

Harsh Bhatt: please review my portfolio 

Ajit Mishra:

SBI CARD 19@ 755 -- Hold

SBI LIFE 21@ 700 - Hold

Reliance 10 @800 - Hold

Power grid 10 @126 - Hold

HDFC BANK 6 @645 - Hold

Hudco 100 @60 - Exit

Suzlon 600@ 18.68 - Exit

AB CAPITAL 50@ 163 - - Hold for atleast 2-3 years

Ashok Leyland 60@128 - Hold for atleast 2-3 years and try to add more at around 60

Asian paint 2@1530 - Hold

Berger paint 5@475 - Hold

FSL 50@39 - Exit

HEG 1@3893 - Exit

Hero moto 4@3088 - Hold

ICICI bank 20@421 Hold

India cement 200@ 121.5 Hold

Axis bank 5@580 Hold

L&tfh 230 @68.5 Hold

L&t 7@978 Hold

Maruti 1@9110 Hold

Mircelectronic 100@48 - Exit

Yes bank 1000 @46 – Exit if not under lock in

CPSE ETF 2024 @24.69 - Hold

Hind zinc 10 @281 Hold

Wipro 47 @283 Hold

amit sahni: I have portfolio as stated below. Kindly suggest for holding or selling and at what values.

Ajit Mishra:

1.) Bandhan Bank 870@ 298 - Hold

2.) Alok industries 7000@ 21 - Exit

3.) Yes bank 8000@ 16.5 – Exit if not under lock in

4.) Adani ports 180@ 343 - - Hold

5.) Hindpetro 180@ 212 - Exit

6.) Jump networks 1000@ 91 – Given the run up, book profits

Syed Shah: Pls suggest below

Ajit Mishra:

Yes bank CMP 15200 @15.36 – Exit if not under lock in

Reliance CMP 50@ 2101 - - Hold

Alkalymine CMP 93@3270 - Hold

Muthoot finance CMP 100@1190 - Hold

Sundara Narayanan: A small time stock market investor having the following stocks and looking for 2 to 3 year's holding periods. your advice will be highly appreciated.

Ajit Mishra:

Yes bank@16.50 - 1000 shares – Exit if not under lock in

Petronet lng@ 253 - 30 shares - - Hold

AB Capital@ 62.31 - 250 shares – Hold for atleast 2-3 years

FConsumer@ 11.66 - 250 shares - Exit

Tata Power@57.17 - 150 shares - Exit

Ushamartin@24.57 - 350 shares – Exit

Adani enterprises@ 251.30 - 100 shares - Hold

Vodafone idea@9.35 - 1000 shares - Exit

Shree Renuka sugars@ 9.75 - 1000 shares – Highly volatile, exit

Nitin Rajan: I am a long term investor and for below stocks have planned exit on rallies approach. Can you give your views or suggest alternatives?

Ajit Mishra:

1) Tata Elxi 58@970  - Hold

2) Auro pharma 38@770 - Hold

3) God consumer 50@679 - Hold

4) Cupid 50@200 - - Hold

5) New India Insurance 150@150 - Exit

6) ACC 17@1650 - Hold

Veer Sharma: I have following shares what will you suggest

Ajit Mishra:

1 Blue Coast - 200 @ 3.45 - Exit

2 Future Consumer - 95 @ 6.23 - Exit

3 Reliance capital - 100@4.57 - Exit

4 Yes Bank - 468@17.53 - Exit

5.Viceroy hotel - 1000@1.96 - Exit

6.Lakshmivilas bank - 1000@13.24- Exit

Abu Thomson: Please provide a view on my portfolio and advise changes for reducing risk. My holdings and price 

Ajit Mishra:

IOC @91.43 - Hold

NLCIINDIA @45.75 – Exit

Nmdc @78.25 - Hold

RECL @92.75 - HOld

RVNL @19.69 -Exit

South Indian bank @7 - Exit 

rajesh gopisetti: I am holding the below and planning to buy few more stocks. Please advise whether holdings to be continued and other stocks planning are good or not?

Ajit Mishra:

Current Holdings:

ITC@250----500Quantity - Hold

NBCC@45--2000Quantity - Exit

Infosys@630--50Quantity – Hold, add on dips

Indian Hotels@112--100Quantity – Hold for atleast 2-3 yeas

BHEL@50---250Quantity - Exit

Planning to add below stocks for 3years term:

HDFC LIFE INSURANCE  - buy

ICICI BANK - Buy

L AND T - Buy

HDFC BANK – Buy

MARUTI – Buy on dips

TATA CONSUMER – Buy on dips

BALRAMPUR CHINI – Avoid, highly volatile sector

RAVIRAJ HARIHARAN: I am holding 100 nos. of Garden Reach Shipbuilders & Engineering @ 240. Should i Hold or Sell it?

Ajit Mishra: Hold

Dharamchand Jain: This is my portfolio. kindly advise what to hold, what to exit, what to add.

Ajit Mishra:

1) Apollo Tyres -100 @ 130 - Hold

2) Axis Bank -50@ 453 - Hold

3) Bank of Baroda- 200@ 56 – Prefer SBI

4) Bombay Dyeing -400@ 77 - Exit

5) HCC -500@42 - Exit

6) GAIL - 100 @102 - Hold

7) ICICI BANK -59@ 386 - Hold

8) RELINFRA 500@ 35 - Exit

9) EXIDE 100@ 160 - Hold

10) BHEL 150@42 - Exit

11) L&TFH 200@ 70 - Hold

12) NCC 200@ 42 - Exit

13) RBL BANK 200@ 185 – Hold, but prefer ICICI Bank

14)WELCORP 200@ 95 - Exit

15) HPCL 100@ 220 - - Hold

16) IRB 100@ 129 - Exit

17) IDEA 1600 @ 40 - Exit

18)JISLJAL 500@ 41 – Did not get the name

19) VGUARD 100@191 - Exit

20) IDBI 200@ 45 - Exit

21) IDFCFIRST BANK 200@ 44 - Exit

Pranab Basak: I HAVE PURCHASED IDEA @10.30; RELIANCE @2170 AND BANDHAN BANK @337 SHALL I BOOK LOSSES OR AVERAGE OR HOLD. PLEASE SUGGEST SIR.

Ajit Mishra: We would recommend exiting IDEA. Hold Reliance and Bandhan Bank for long term.

Ram: I am holding 2000 stocks of ORCHID PHARMA @ Rs.20/share. Now it's delisted. Now taken over by a very big strong group DHANUKA AGRO promoters through NCLT Auction. It may relist in next few months. Should I come out of it after relisting OR wait for 4-5 years.?

Ajit Mishra: We would recommend to exit

Shankar: I am into equity market more than 7 years and would like to get an advise from an expert like you on the following stocks. Please advise your opinion on above stocks and your response is highly appreciated.

Ajit Mishra:

Bank of Baroda - 80 @rs.189 – Prefer SBI

Bank of India - 750@rs.177 - Exit

Capacite infra project - 217 @ rs.195 – Can hold

Indian bank - 200 @ rs.65 - Exit

Ioc - 1320@rs.145 - Hold

Inox wind - 350@rs 149 - Exit

ITC - 200@rs.195 - Hold

Jain irrigation - 1500@rs.15 - Exit

Jaiprakash associate - 500@rs.26 - Exit

Jindal stainless - 300@rs.54 – Highly volatile, look to exit

Kitex garments - 100@rs.147 - Exit

Kwality LTD - 7000@rs.24 - Exit

Ongc - 150@rs.101 - Hold

Sail - 200@rs.63 - Exit

Sanwari consumer limited - 7300@rs.13 - Exit

Suzlon - 1500@rs.7 - Exit

Jammu Kashmir bank - 500@rs.86 - Exit

South Indian bank - 7300@Rs.16 - Exit

Zee learn - 700@rs.30 – Exit

Illustration: Uttam Ghosh/Rediff.com

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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.