'Is investing in gold, govt bonds better than stocks?'

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

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Suraj Akkinapelli: I have bought shares of POLYCAB INDIA, L&T TECHNOLOGY SERVICES, HCL TECH, M&M, MOTHERSON SUMI, NATCO PHARMA, KEC INTERNATIONAL, DCM SHRIRAM, L&T INFOTECH,ASHOK LEYLAND (all in equal amount) for the LONG TERM 5 YEARS

PLEASE SUGGEST ABOUT THESE SHARES WHETHER I CAN HOLD FOR 5 YEARS FOR GOOD RETURN 

Ajit Mishra: Yes all stocks can be held for 5 years.

abhijit vaidya: I am new to stock market and have purchased following stock over last few months. 

Ajit Mishra:

AU small finance -  Hold

Ujjivan finance - - Hold

ICICI bank  - Hold

Axis Bank - Hold

HUL - Hold

Bajaj finance - Hold

Manapurram finance - Hold

Hdfc bank - Hold

HDFC LTD - Hold

Cipla - Hold

Cadila  - Hold

Biocon- Hold

Aurbindo Pharma - Hold

SBI Life - Hold

TCS - Hold

INFOSYS - Hold

Tech Mahindra - Hold

ITC - Hold

Bata - Hold

Tata steel - Hold

Ultratech - Hold

JK Lakshmi - Hold

Tata coffee - Hold

Tata consumer - Hold

Reliance Ltd - Hold

Grasim - Hold

L&T - Hold

Federal Bank – Prefer ICICI Bank

venkitasamy lakshmanan: Please advise for long term investment

Ajit Mishra:

1.TECHMAHENDRA 25NOS - Hold

2.MARICO 10 NOS - Hold

3.INDRAPRASTHA GAS 10NOS - Hold

4.INFY 10NOS - Hold

5.EXIDE 25NOS - Hold

6.GRANUELS 25NOS - Hold

7.ADANI GREEN 25 NOS- Exit

8.ITC 25 NOS - Hold

9.IRCTC 5NOS - Hold

10.AVENUE MARKET 3NOS - Hold

11.VODAFONE IDEA 100NOS - Exit

12.SOUTH INDIAN BANK 200NOS - Exit

13.TATA CHEMICALS 20NOS - Hold

14.SHOBHA 25NOS - Exit

PL ADVICE YOUR VIEWS

N.V.Satyanarayana: I had purchased 2000 shares of NALCO at 38.55 and two other stocks. Please give your suggestion.

Ajit Mishra: Hold Nalco for at least 2-3 years

1000 shares of JK Paper at 98.15 - Exit

10000 shares of Agritech at 34.79 - Exit

vivek nagarajan: Greetings of the day, Am Vivek, Am a fresher to Indian stock market, I have started stock market investment from April 2020, I have invested 10 Lac as of now, and am planning to invest 50,000 every month for 15 to 20 years, Please tell me which stocks I have to concentrate on long term perspective.

Ajit Mishra: Large Caps – Reliance Industries, ICICI bank, M&M, Bharti Airtel, HUL, Britannia Industries, Dabur, HDFC AMC, Infosys, HDFC Life, Cipla

Midcaps – Havells, Titan, Crompton Greaves Consumer, Whirlpool of India.

MADAS CHANDRA SHEKHAR: Can you give me your suggestion for below Shares shall I Hold or not. Please give your suggestions on above shares.

HAL 12*1319 - Hold

DYNAMATIC 5*734 -  Exit

BSOFT 16*137 - Hold

ADANIENT 10*198 - HOld

HCLTECH 5*710 - Hold

HUL 3*2235 - Hold

Sagar Sherlekar: Suggest on following stocks

Ajit Mishra:

Yes bank taken at 16 – Exit if not under lock in

Raymond taken at 290 - Exit

Jsw energy taken at 58.15 - Exit

Eihotel taken at 90.25 – Prefer Indian Hotels that too for 2-3 years holding

Lupin taken at 993 - Hold

suprotim de: Please advice me on the following stocks. My investment timelines are between 15 to 18 months.

Ajit Mishra:

Rain industries 350 shares @ 310 - Exit

Dilip buildcon 150 shares @ 770 - Exit

Hdfc amc 120 shares @ 2900 - Hold

Irctc 60 shares @ 1340 - Hold

Icici bank 100 shares @ 372 - Hold

Axis bank 80 shares @ 348 - Hold

Indiabulls 100 shares @ 248 - Exit

Idfc bank 1400 shares @ 31.50 - Exit

Bharat forge 100 shares @ 493 Hold

Federal bank 500 shares @ 53 – Prefer ICICI Bank

RVNL 1500 shares @ 22.80 - Exit

Infosys 60 shares @ 940 - Hold

Yes bank 400 shares @ 13 – Exit if not under lock in

Maruti 8 shares @5610 – Hold

Manoj Manu: Need your opinion on my portifolio. I can hold this portifolio for 2 years.

Ajit Mishra:

Arvind limited @38.87rs ---200shares - Exit

Cipla @ 662 --- 100 - Hold

Glenmark @ 463 ---100 - Hold

Hdfc bank @1010 --- 130 - Hold

Hdfc life @624 --- 100 - Hold

Icici bank @333 ----200- Hold

Kec international @ 247 ---100 - Hold

KEI industries @391 ---100- Hold

Marksans pharma @ 23 ---3000- Hold

Sbi cards @760 ---100- Hold

Strides pharma @ 461 --- 150 - Hold

Yes bank @16.67 --- 30000shares – Exit if not under lock in

Nazish Syed: I am a new investor & will be a long term investor. Below is my portfolio. Please suggest should I hold or sell?

Ajit Mishra:

Future consumer 103 shares @Rs. 49 - Exit

Rossari biotech: IPO 35 Shares @Rs. 475 – Book atleast half profits

Alok industries: 640 shares @ Rs. 39 - Exit

Eicher motors: 1 share @ Rs. 2327 - Hold

robert rajiv: I dont have a Demat a/c and have not invested or aware of stock market. I would like to invest my savings for long term with better returns and security. please suggest which stocks to buy. I have a savings a/c with HDFC who are giving preferred customer discounts on Dmat can I take it. is investing in gold and govt bonds better in this situation. Please advise.

Select the broker of your preferred choice where you get quality service and value for money.

Ajit Mishra: In terms of investment, we would recommend to not stick to one asset class and diversify across asset classes (Equity, Debt and Gold) depending on your risk appetite. For equities, stick to blue chip companies. 

Nitesh: I have following stocks. I would appreciate your views on the same.

Ajit Mishra: 

EID Parry @ Rs. 206 – Highly volatile sector, Avoid

Gujarat Gas @ Rs. 230 - Hold

KEC International @ Rs. 299 - Hold

HG Infra @ Rs. 231 - Exit

UPL @ Rs. 410 - Hold

ICICI Bank @ Rs. 348 - Hold

Pidilite Industries @ 1,408 - Hold

JasInde: I have these shares. If you possibly have some time on my query kindly suggest some shares where I can invest in the long term.

Ajit Mishra:

Karnataka Bank – 94.50 - Exit

PNB – 86 - Exit

Indiamart – 1270 - Hold

UPL – 641 -Hold

LT – 1597 -Hold

COFORGE (NIIT TECH) – 1351 -Hold

Parag Milk – 271 - Exit

Varun Beverages – 652 - Hold

HFCL – 22 - Exit

India Bulls Housing – 718 - Exit

Cox & Kings – 42 - Exit

KSE Ltd – 1242 - Exit

monojit sharma: Should I buy IndusInd bank shares and hold them till next year? Also please suggest about below share hold or exit.

Ajit Mishra: It's better to stick to large private sector banks at this point. So HDFC Bank, ICICI bank, Kotak bank and Axis Bank would be preferred choice

Lemontree 1000 shares: Prefer Indian Hotels that too for 2-3 year

BOB - 500 share. – Prefer SBI

IIFL - 500 Share. - Hold

jubup: I have 1900 shares of Alok Industry ltd @ Rs 28.00. I am ready for holding for 3 to 4 years. Is it worth?

Ajit Mishra: No, we would recommend to exit.

Manoj N G: Request your advise on the following

My current portfolio is 

Reliance-70% - Hold

Balance-30% in the below scripts

All these I entered in last 2 months. 

I want to invest more in equity and my plan is to have all future investments in Reliance which I feel will give Better returns in long run.

I am looking at minimum of 5 years horizon. 

Ajit Mishra:

1.TCS - Hold

2.Infosys - Hold

3.HCL - Hold

4.Tech Mahindra  - Hold

5.ITC- Hold

6.IDFC FIRST - Exit

7.Federal Bank - Prefer ICICI bank

8.NBCC - Exit

10.ICICI Prud - Hold

11.Cipla - Hold

12.Auro Pharma - Hold

13.IRCTC - Hold

14.Bharti Airtel - Hold

15.Yes Bank Exit if not under lock in

16.HDFC Bank- Hold

Raghavendrachar B: Kindly advise me about following scrips I am holding.

Ajit Mishra:

Deepak fertilizer 1500@ 265 – Look to exit

Man Industries 2500@121 – Look to exit on rise

Sarda Energy 900,@284 – Look to exit

Trejhara 2000@113 - Exit

Murali Krishna: I am holding

Ajit Mishra:

Equitas Holdings share @ Rs 56/- Exit
Manappuram Finance @ 173 – Hold
Suven pharma @ 693 – Hold
Sun pharma @ 533 – Hold
Place advise prospects and as to hold or sell

Riyaz Sayed: Need advise on below stocks from 3-5 yrs perspective: And future ipo like NSE and CAMS. 1 lakh invested in each of above

 

Ajit Mishra:

NSE IPO – We can update once the details are out.

CAMS – We have a positive view, Can Hold and fresh buying on dips

3M India – Hold

Asian paints – Hold

Berger paints – Hold

Biocon – Hold

Nestle – Hold

Pidilite – Hold

TCS– Hold

Titan– Hold

ITC– Hold

Kotak Mahindra BK – Hold

HDFC Life– Hold

SBI cards – Hold

Abbott– Hold

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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.