'At present I have lost almost Rs 4 lakh.
What do you advise?'
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Hemanth Kumar: I have the following shares purchased at. Please recommend future course of action.
Ajit Mishra:
BHEL 500 shares @ 42 | Exit |
BEL 285 shares @ 99.2 | Hold |
HUDCO 2000 shares @ 37.4 | Exit |
NALCO 1000 shares @ 36.7 | Hold |
SAIL 1000 shares @ 36.4 | Exit |
Shreeram Godbole: I am holding 1200 shares of Avanti feed since last 3 years. At present I have lost almost 4 lakhs. This stock fluctuates very violently. What do you advise on this stock?
I am also holding Aditya birla capital 1000 shares. Here also at present trading price I have lost 1.4 lakhs. should I hold it or get rid of these stocks? Please advise.
Ajit Mishra: Both stocks are seeing recovery and you may hold for now.
Nilanjan Ganguly: I am sharing with you my present portfolio along with the purchase price. Please advise whether should I hold, sell or buy these stocks.
1. Bajaj Finance 23 stocks @2850.00 each
2. Bata 2 stocks@1409.07 each
3. BPCL 20stocks@338.55 each
4. Eicher motors 2 stocks@17670.09each
5. Gail 50 stocks@77.76 each
6. HDFC Bank 40 stocks@1083.86each
7. ICICI Bank 20 stocks@ 374.14 each
8. L&T 50 stocks@1110.73 each
9. Relience 25 stocks @ 1183.36 each
10. SBI card 20 stocks@ 744.83 each
11. SBI 45 stocks@ 223.98 each
12. Tata motors 20 stocks@ 87.08 each
13. Tata Steel 30 stocks@274.18 each
14. Titan 25 stocks@ 974.51 each
Ajit Mishra: Hold all the stocks for long term with long term view.
Lokesh Yeolekar: I hold below shares please let me know your opinion: i can hold for decent time. but want to invest more money in shares however cannot as all above shares stand still whether market up or down.
1. TATA motors
2. Motherson sumi
3. Bombay dyeing
4.Idea
5. Yes bank
6. SBI card IPO.
7. NBCC
8. Karur vyasa bank
9. Ashok leyland
10. IOC
Ajit Mishra: Exit Bombay dyeing, NBCC, Karur Vyasa and Hold rest.
Nagaraju Pogulakonda: I am holding 250 shares of ERIS LIFE SCIENCES bought at Rs 500 level. Kindly convey your opinion on the same.
Ajit Mishra: It’s currently consolidating in the middle of the moving averages ribbon. On downside, support lays at 460. Hold with mentioned SL.
Manish Murlidhar Mahajan: I have following share with long term perspective of 10 years to hold.
Ajit Mishra:
Tata Motors | Hold |
General Insurance Corporation | Exit |
HDFC Bank | Hold |
HDFC Insurance | Hold |
ICICI Bank | Hold |
ICICI Prudential Ins | Hold |
Reliance Nippon Asset Mgt | Hold |
SBI Cards | Hold |
State Bank of India | Hold |
Yes Bank | Hold |
Coffee Day | Exit |
Hindustan Unilever | Hold |
ITC | Hold |
Reliance Industries | Hold |
Glenmark Pharma | Hold |
Sun Pharma | Hold |
NHPC | Exit |
Arka Bose: Please review my holdings. i have a long term view of 10 years
Ajit Mishra: Only Exit Idfc first bank and Hold all the stocks
Mittal Gandhi: I am regular reader of your article on stock market. I request you to guide me on following stocks, should I hold or exit. I can hold it for long term also. Also, which stock should I buy for short or long term please advice
Ajit Mishra:
Cerebra Technology @ 46/- | Exit |
Indusind Bank @ 707/- | Exit |
Tata Motors @ 166/- | Hold |
PNB Housing Finance @ 447/- | Hold |
Vodafone Idea @ 9/- | Hold |
SBI Cards @ 722/- | Hold |
UMA KUMAR: I hold the following stocks. What's your advice on the above?
Ajit Mishra: Continue Holding Marksan Pharma while Exit all the other stocks
Rajaraman Madhan: Could you please share your advise on the below stocks that can be hold, sell or accumulate? I can hold these stocks for 3 to 5 years horizon. Please share your valuable suggestion.
Ajit Mishra:
BEL 125 @ 83 | Hold |
NBCC 195 @ 57 | Hold |
TATA Motors 220 @ 257 | |
Yes Bank 50 @ 48 | |
Gujarat Gas 18 @ 311 (I am planning to invest more in this Scrip in SIP and hold it for 5 years. Shall I proceed) | Hold |
ICICI Bank 32 @ 345 |
Lucky Jayarajan: I'm holding 99 shares of Yes bank @ 55. Please suggest.
Ajit Mishra: HOLD FOR LONG TERM.
Saji Varughese: Following is my current portfolio which are presently in the loss. Kindly advise. Also, suggest me some Scripts in which I can invest considering the investment period of 2 to 3 years.
Date of Purchases | Script | No. of Share | Net Rate | Inv. Amount |
05-04-2017 | PTC India Finance Ltd. | 800 | 42.48 | 33,984.00 |
18-12-2017 | Cochin Shipyard Ltd | 150 | 537.18 | 80,577.00 |
18-12-2017 | BHEL Ltd | 200 | 90.21 | 18,042.00 |
22-02-2018 | Aster DM HC Ltd | 129 | 190.00 | 24,510.00 |
Total | 157,113.00 |
Ajit Mishra: Exit all the stocks
Mina De: I have 1350 Reliance industries @ rs 2115. Should I sell them tomorrow and buy future group shares? Please kindly let me know asap.
Ajit Mishra: Continue holding Reliance Industries as it is a better stock as compared to future group
Rithesh Raj: I hold below Shares at following prices. Please let me know to hold or exit
Ajit Mishra: Hold ICICI bank, Idea, Yes Bank and VRL logistics and Exit all the other stocks.
Chidambaram Annamalai: I have the following portfolio of equities. Can you suggest if i need to hold or average or exit the stocks.
Ajit Mishra:
United Spirits 20 Nos @ 607 | Hold |
Petronet LNG 100 Nos @ 276 | Hold |
Aster DM Healthcare 200Nos @ 155.6 | Exit |
Onmobile Global 150 Nos @ 63.5 | Exit |
Exide Industries 50 Nos @ 255 | Exit |
Larsen & toubro 35 Nos @ 1166 | Hold |
Federal Bank 200 Nos @ 99.73 | Exit |
Engineers India 100 Nos @ 156.43 | Exit |
Eicher Motors 20 Nos @ 2675 | Hold |
Religare Enterprises 445 Nos @ 65 | Can’t Comment due to compliance |
Himadri Speciality Chem 100 Nos @ 167 | Exit |
Suzlon Energy 1000 Nos @ 15.05 | Exit |
Ceat 20 Nos @ 1511 | Hold |
Indiabulls housing Finance 125 Nos @ 350 | Exit |
Nandan Denim Limited 200 Nos @ 107 | Exit |
Indian Oil Corp 350 Nos @ 140 | Hold |
TATA Motors 200 Nos @ 245 | Hold |
DHFL 700 Nos @ 52.5 | Exit |
LIC Housing Finance 280 Nos @ 480 | Hold |
Yes Bank 1250 @ 77 | Hold |
ashish pandey: I want advice on holding/ exit with approximate duration on below. I want to invest nearly 2.0 lakhs with some diversification. Please guide.
ICICI BANK @353 -150 shares
Axis Bank @432 - 50 shares
ITC Ltd @195 - 250 shares
Ajit Mishra: Continue holding the stocks
Shravan Katarla: Request your view and potential of Rossari Biotech for short term.
Ajit Mishra: It’s a recently listed stock thus have limited data so can’t comment.
VIPUL BAGADIA: I have the below mentioned shares. Please let me know whether I should HOLD or SELL
Ajit Mishra:
Name | No of Shares | Buy Price | CMP | Hold or Sell |
TCPL Packaging | 150 | 281 | 427 | Hold with SL at 348 |
BPCL | 37 | 475 | 410 | Hold with strict SL at 390 |
IDFC First Bank | 750 | 37.00 | 32.45 | Hold with strict SL at 27.80 |
Avenue Super Mart | 5 | 2495 | 2410 | Hold with SL at 2140 |
Ranjith: The following stocks are in my portfolio. Kindly advise on Status and if possible with TARGET price.
Ajit Mishra:
1) Ashok Leyland - 121.00 – Hold with SL at 60
2) Gati - 96.65- Better to Exit
3) Hathway - 46.84 -Hold with SL at 30
4) J.P Associates - 10.50 -Exit
5) J.M. Financial - 81.00 – Hold with SL at 73
6) Marksans Pharma - 56.50- Hold with SL at 43
7) SMS Life - 523.00- Hold with SL at 408
8) Union Bank - 57.50- Exit
9) Wabag - 214.00 –Exit or else hold with strict SL at 173
10)Yes Bank - 69.00- Exit
RAJENDRA BHAT: Kindly advice on below stocks i am holding
Ajit Mishra:
1. Larsen & Toubro ltd | Hold |
2. Zee Enertainment enterprises | Hold |
3. container corporation of india | Hold |
4. CESC ventures ltd | Exit |
5. Great eastern shipping | Exit |
6. tech Mahindra | Hold |
7.Glenmark pharma | Hold |
8. Cadila healthcare | Hold |
8. Sun Pharma | Hold |
9. M & M Finance | Hold |
10. hindustan composites ltd | Exit |
11. adani enterprises | Exit |
Aparna Gulati: Below is my stock summary, pl share your view about the portfolio:
Ajit Mishra:
Stock Symbol | Company Name | Qty | Average Cost Price | Recommendation |
8KMILE | 8K MILES SOFTWARE SERVICES | 200 | 348.19 | Exit |
ASIPAI | ASIAN PAINTS INDIA LTD | 10 | 1708.97 | Hold |
AVAFEE | AVANTI FEEDS LTD | 280 | 669.4 | Exit |
BAJFI | BAJAJ FINANCE LIMITED | 15 | 2140.55 | Hold |
BRIIND | BRITANNIA INDUSTRIES LTD | 25 | 3002.28 | Hold |
CANHOM | CAN FIN HOMES LTD | 120 | 386.65 | Hold |
CONPRI | CONTROL PRINT (INDIA) LTD | 65 | 397.63 | Exit |
CROGRE | CG POWER AND SOLUTIONS | 100 | 95.55 | Exit |
ESTIND | ESTER INDUSTRIES LTD | 10 | 47.45 | Exit |
ITC | ITC LIMITED | 10 | 212.09 | Hold |
JMFINA | JM FINANCIAL LIMITED | 150 | 122.25 | Exit |
KAJCER | KAJARIA CERAMICS LTD | 25 | 467.96 | Exit |
MANBEV | MANPASAND BEVERAGES | 100 | 121.19 | Exit |
NATPHA | NATCO PHARMA LIMITED | 82 | 810.53 | Hold |
RADKHA | RADICO KHAITAN LTD | 25 | 351.64 | Hold |
RAJEXP | RAJESH EXPORTS LIMITED | 100 | 688.65 | Exit |
TINCO | TINPLATE Co. OF INDIA | 50 | 154.02 | Exit |
YESBAN | YES BANK LIMITED | 80 | 207.1 | Hold |
Prasad KSR: My name is KSR Prasad, I have the following stocks with me. I dont mind exiting many,even on loss and entering promising ones to makeup in future. The list is long. Please advice.
Ajit Mishra:
1. Ashok Leyland 50@108 | Hold Atleast for 2-3 years |
2. Bank of Baroda 20@172 | Exit |
3. Castrol india 50@200 | Hold |
4. Coal India 30@316 | Hold |
5. Crisil 10@1925 | Hold |
6.Dredging corp. of india 30@740 | Exit |
7. Edelweiss Fin services 25@291 | Exit |
8. Future Consumer 500@16 | Merging with Future Enterprise, hence Hold |
9. Gateway Distriparks 50@92 | Exit |
10. Hexaware Tech 25@430 | Hold |
11. IDFC First Bank 150@62 | Exit |
12. Indusind bank 10@532 | Exit |
13. ITC Ltd 20@202 | Hold |
14. Narayana Hrudalaya 35@333 | Exit |
15. Natco Pharma 10@968 | Hold |
16. NBCC india Ltd 150@84 | Exit |
17. Nocil Ltd 50@207 | Exit |
18. PC Jeweller 350@157 | Exit |
19. Pokarna Ltd 50@202 | Exit |
20. Rain Industries 50@273 | Exit |
21.Raymond ltd 30@293 | Exit |
22. Reliance capital 590@85 | Exit |
23. Reliance infra 145@162 | Exit |
24. Reliance power 1000@4.46 | Exit |
25. Shankara Bldg products 25@1048 | Hold |
26. sintex plastic tech 100@75 | Exit |
27. SREI infra 300@101 | Exit |
28. SBI 50@179 | Hold |
29. Strides pharma science ltd 55@674 | Hold |
30. Tata Motors 40@483 | Hold |
31. Transformer & rectifiers Ltd 1000@12 | Exit |
32. Udaipur cements 300@30 | Exit |
33. Vimta labs 50@102 | Exit |
34. Wockhardt ltd 15@845 | Hold |
35. yes bank 75@279 | Hold |
36. Zee entertainment 20@193 | Hold |
Kumar, Pankaj: Please advice on the following share for short and mid term
Ajit Mishra:
Sarita Dsouza: Please review my holdings; I have long term view of 5-10 years
Ajit Mishra:
BSOFT: 100 shares ( bought in 2007) | Hold |
KPIT TECH: 100 shares ( bought in 2007) | Hold |
VEDL: 42 shares ( bought in 2007) | Exit |
Tata motors Ltd-50 shares (@800/- per share bought in 2007) | Exit |
Ashok Leyland=180 shares ( bought in 2007) | Hold (Atleast for more 2-3 years) |
Rcom- 40 shares ( very old shares bought by my Dad- may be bought in '90s) | Exit |
Rel Capital- 2 shares ( very old shares bought by my Dad- may be bought in '90s) | Exit |
RHFL-2 shares ( very old shares bought by my Dad- may be bought in '90s) | Exit |
Reliance Infra-3 shares ( very old shares bought by my Dad- may be bought in '90s) | Exit |
Rpower- 10 shares ( very old shares bought by my Dad- may be bought in '90s) | Exit |
B) Also require your view on buying ONGC, ITC, Bharti Airtel, Sun Pharma, Biocon, Havells etc for long term
Ajit Mishra: Yes you can Buy all these stocks for long term they are fundamentally sound.
C) Which others can be bought for long term view of 5years +
Ajit Mishra: We would recommend you to invest in stocks such as HDFC Bank, Kotak Bank, HDFC ltd, L&T, Britannia, Dabur, Asian Paints, Maruti, Bajaj Auto, Tech Mahindra, TCS, Reliance Industries, Cipla, Biocon, and Bharti Airtel.
Ajit Mishra: We advise you to buy these stocks in staggered manner as these stocks have decent fundamentals and good long term growth prospects which can deliver healthy returns.
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.
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