Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
HEMANT UDAWANT: Dear Sir, I'm holding following stocks. Please advise on whether I should hold/average out/exit.
Ajit Mishra:
- Idea, 21000@12.21 - Exit
- JP Asso., 12500@4.10 - Exit
- PFC, 1000@100.05 - Hold
- L&TFH, 175@71.35 - Hold
- PNB, 2100@37.55 - Exit
manish shah: Please advice
Ajit Mishra:
V Gaurd-- 184/- - Exit
Pidilite--1533/- - Hold
Skf --1754/- Exit
Rites--272/- - Hold
Rbl bank--186/- - Hold
Bpcl--474/- - Hold
Astra micro--129/- Hold
La Opela--243/- - Hold
Rel nippon--295/- - Hold
H.L.Hariharan: I have the following shares. Can I hold these two?
Ajit Mishra:
1. Manappuram finance 3000nos. - Hold
2. Ultratech cement 60 nos. - Hold
mugdha kale: Please let me know your opinion regarding holding the following stocks. All these are in negative in the portfolio
Ajit Mishra:
1. Suzlon energy - Exit
2. Vascon Engineers - Exit
3. Transformers and rectifiers - Exit
4. IFCI - Exit
5. IVR Infrastructures - Exit
6. BEML - Exit
7. Dish TV - Exit
8. Usha Martin - Exit
9. Kansai Nerolac - Hold
10. Rural Electrification Corporation - Hold
GANESH ASHOK PAWAR: Need your help. I have below holding and bought recently in last two months time. Would like to know your opinion for same. Whether to hold and for what period, also which scripts to buy more to strengthen the portfolio. Also suggest your overall opinion about my portfolio.
Ajit Mishra:
Balmer Lawrie 100@116.37 - Exit
Container corporation 250@419 - Hold
Deepak fertilizer 100@183 - Exit
Future retail 100@162 - Exit
Gail 100@103 - - Hold
HDFC Bank 100@1038 - - Hold
Hindustan Aeronautics 50@106 5 - Hold
Indian hotel 100@96 – Hold for atleast 2-3 years
ITC 100@189 - Hold
MCX 25@1713 - Hold
NHPC 523@36 (IPO) - Hold
Shriram transport 105@706- Hold
SBI 100@186- Hold
Stretigic technology 100@163- Exit
rajesh rajkumar: Im having the following shares. Kindly advice whether to hold the same or exit. Also plan to invest 5 lakhs in next 2 months. Please suggest a script which is sound for investing for duration of 6 months.
Ajit Mishra:
RVNL@23.3- 13500 shares - Exit
south Indian Bank@7.76-15500 shares - Exit.
Reliance Home Finance Ltd-20000Shares @ 2.50 . – Exit
For 6months-1 year, one can look to invest in Reliance Industries, Bharti Airtel, ICICI Bank, Britannia Industries preferably on dips.
Priya Pandey: I have the below stocks in my portfolio. I'm unable to understand which one to hold or which one to sell. Request you to suggest me. I'm absolutely fine to hold for 2- 3 years for good returns.
Ajit Mishra:
Bank of India - 15 @51.07 - Exit
BHEL - 40 @41.43 - Exit
Federal bank - 50 @53.42 - Hold
HDFC AMC - 13 @1100 - - Hold
HDFC bank - 2 @1004.16- Hold
IDFC bank - 20 @21.08- Exit
Ircon international - 2 @98.74 - Hold
ITC - 2 @206.13- Hold
L&T Finance - 30 @95.67- Hold
PNB gilts - 20 @47.62 - Exit
SBI - 20 @204.49 - Hold
Suzlon energy - 300 @4.75-Exit
TV18 broadband - 76 @55.76 - Exit
Uttam value steels - 1000 @0.66 - Exit
Yes bank - 310 @13.39 – Exit if not under lockin
Anandarup Bandyopadhyay: Kindly advise on following portfolio:
Ajit Mishra:
Equity | Qty. | Holding price, ₹ | Comments |
ACC | 20 | 1364 | Hold |
NCC | 200 | 73 | Exit |
Suven Life Science | 200 | 215 | Hold |
Suven Pharma | 200 | 0 (Bonus) | Hold |
GIC | 160 | 434 | Exit |
IDFC First Bank | 1500 | 29 | Exit |
HDFC Bank | 90 | 946 | Hold |
SBI | 100 | 175 | Hold |
SRTRANS FIN | 100 | 955 | Hold |
GIC Housing Fin | 100 | 186 | Exit |
HDFCMFGETF | 10 | 2529 | Hold |
Unitech | 3000 | 3 | Exit |
DLF | 100 | 105 | Exit |
Tata Motors | 900 | 152 | Hold for atleast 2-3 years |
HDFC Ltd | 20 | 1588 | Hold |
Godrej Prop | 30 | 715 | Hold |
Tata Power | 500 | 58 | Hold |
RIL | 5 | (-) 4832 | Hold |
giri shankar: I am holding the below shares. please confirm whether i should hold or sell the same.
Ajit Mishra:
1 MRF - 10 shares - Hold
2 BHEL - 20000 Shares - Exit
3 Ashok Leyland - 850 shares - Hold
4 Tide Water Oil - 74 shares Exit
5 CSB Bank - 300 shares - Hold
6 Karur Vysya Bank - 1007 shares - Exit
Alkesh Doshi: I have Aditya Birla Fashion.@145..Future Retail@160...Grasim..Godrej Inds...? What should i do woth this? Also please share can we buy ONGC...IOC....Motherson..Tata Motors???
Ajit Mishra:
One can hold Godrej Industries, Grasim, IOC and ONGC for long term.
If you have 2-3 year view then hold motherson and tata motors
Exit Aditya Birla fashion and Future Retail.
HEMANATH R: I have the following stocks. Please share your opinion
Cupid Ltd 50 @ 226/share - Exit
Associated Alcohol and Breweries Ltd 50 @ 230/share - Hold
SBI 90 @ 190/share - Hold
Sun TV 70 @ 390/share - Exit
Pramod Shanbhag: I am holding following share with long term view. Kindly let me know your view on this
Ajit Mishra:
1) Abbott @ 16199/- per share - Hold
2) gmm pfaudler @ 5040 per share - Exit
Surinder Kumar: Please advise me on my current holdings whether to hold or exit: Bharti Airtel, Raymond, L& T, Stride Pharma.Yes Bank, Deepak fertilisers,IGL, Kirloskar industries, SBIN, Wockhardt Pharma
Ajit Mishra: Bharti Airtel, L&T, Stride pharma, IGL, SBI can be held for long term
Rakesh Kumar: I have below stocks in my long term Portfolio. Let me know your thoughts on these stocks. Can you recommend some long term stock from the Chemical sector?
Ajit Mishra:
1- HDFC AMC - 10 stocks @ 2350 - Hold
2- Tata Chemicals - 50 Stocks @ 310 - Hold
3- Aarti Drugs - 10 Stocks @ 2910 - Hold
4- Rossari Biotech: 35 Stocks (in IPO). Can I add more? – Add on corrections, Hold
5- Aditya Birla Faishon: 100 Stocks @ 139 - Exit
6- Engineers India Limited: 200 Stocks @ 69 - Hold
7- Finolex Cables: 100 Stocks @ 305 - Hold
8- IRB Infrastructure: 100 Stocks @ 105 - Exit
9- Nippon Asset Management: 100 Stocks @ 296 - Hold
10- RCF: 250 Stock@ 42 - Exit
RAVI RANJAN: Sir, I have following shares in my portfolio and I am short-term trading from last 5 months and made decent 18% return in this period. Please share your medium term view on the following shares.
Ajit Mishra:
1. Jindal steel and power (180 shares@200) - Hold
2. Hindalco (250 shares@193) - Hold
3. Yes Bank (2000 shares@23.25) - Exit
4. Karur Vysya Bank (525 shares@38.60) - Exit
5. Idea (1000 shares@12) - Exit
6. IndusInd Bank (75 shares@673.75) - Hold
7. Ashokha Buildcon (550 shares@76) - Exit
8. Adani Transmission (200 shares@278.50) - Exit
9. NTPC (425 shares@104) - Hold
10. IOC (500 shares@88.70) - Hold
11. M&M Fin. Services (350 shares@144) - Hold
12. Bandhan Bank (170 shares@321.50) - Hold
13. Bharti Infratel (220 shares@223) Hold
14. State Bank of India (250 shares@211) - Hold
Sudha Sharma: Sir, please share your medium term view on the following shares.
Ajit Mishra:
1. RBL Bank (260 shares@199 each) - Hold
2. Yes Bank (3000 shares@15.70 each) - Exit
3. ONGC (700 shares@82.50 each) - Hold
4. NTPC (500 shares@107 each) - Hold
AKASH BHATIA: Sir, I have invested in following shares. Please suggest me to hold or exit. I want to hold these shares for long term.
Ajit Mishra:
ITC 50@194.79 - Hold
IOC 100@86.80 - Hold
Bharti Airtel Ltd 40@519. - Hold
Happiest Mind 20@383- Hold
SBI 24@195.65- Hold
sunil kanse: I have recently purchased Future Retail @162. quantity=800. Now trading at Rs 96. What to do? Shall I book loss?
Ajit Mishra: Exit
Raj Banyal: I HAVE bought AND holding following stocks. pls adv if hold or exit
Ajit Mishra:
Alembic: 104.20 - Hold
BDL: 310 - Hold
FREETAIL: 109.85 - Exit
RELICEPP: 1052.66 - Hold
GLENMARK: 476 -- Hold
TRF: 84 - Exit
GAIL : 92 - Hold
ITDCEM: 58 - Exit
SBI : 815.22 - Hold
SHRIKANT ANANDA TAVRE: I am new to Share Market i have invested few money in following stock. Kindly suggest what to do, Which is good share to invest. I want to earn good amount of money.
Ajit Mishra:
Symbol | Qty Available | Buy Average | Comments |
SHOPERSTOP | 5 | 154 | Exit |
RELIANCE | 2 | 1543 | Hold |
AMBER | 5 | 1483 | Hold |
KOTAKBANK | 1 | 1287 | Hold |
COMPUSOFT | 100 | 9.5 | Exit |
TATAMOTORS | 18 | 111.5 | Hold for atleast 2-3 years |
CHENNPETRO | 10 | 56 | Exit |
OMAXE6 | 44 | 202.867 | Exit |
Indranil Basu: Can I accumulate ITC at current level for 15 to 20 years? If not please suggest one stock for above..@
Ajit Mishra: ITC has good fundamentals with healthy dividend yield as well. We would recommend to diversify your holdings into other bluechip stocks as well.
Sameer Kolhe: I am holding below shares. Can you please advise if i should Add/Hold/Exit. If its Add - which shares and if its Exit then in which shares to invest. I want to further add 20k per month from medium terms perspective. Can you please guide which is the best stock for SIP.
Ajit Mishra:
Scrip | Buy Price | Market price(As on 22-09) | Quantity | Comments |
KRBL Alert | 49.8 | 255.8 | 800 | Exit |
ASIAN PAINTS Alert Results | 817 | 1949.55 | 31 | Hold, Add on dips |
GLENMARK PHARMA Alert Results | 355 | 463.5 | 200 | Hold |
POWER GRID Alert Results | 135 | 168.85 | 200 | Hold |
KOTAK MAHINDRA BANK Alert Results | 662 | 1296 | 4 | Hold, Add on dips |
MANAPPURAM FINANCE Alert | 125 | 149.1 | 100 | Hold |
SHILP GRAVUR Alert | 48.9 | 54 | 450 | Exit |
KAJARIA CERAMICS Alert Results | 443 | 496.85 | 24 | Hold |
SUN TV Alert Results | 384 | 476.45 | 10 | Exit |
RALLIS Alert | 280 | 283.05 | 100 | Hold |
HDFC BANK Results | 1028 | 1045.3 | 1 | Hold |
TITAN Results | 1127 | 1110 | 1 | Hold |
ROTO PUMPS Alert | 106 | 102.05 | 104 | Exit |
IIFL SECURITIES | 43.8 | 41 | 250 | Hold |
AXIS BANK Alert Results | 527 | 417.6 | 10 | Hold |
M&M FINANCIAL SERVICES Alert Results | 233 | 121.5 | 14 | Hold |
MINDTREE Alert | 1515 | 1281.3 | 8 | Hold |
DELTA CORP. Alert | 123 | 104.05 | 299 | Hold |
IIFL WEALTH MANAGEMENT Alert | 1130 | 950.95 | 35 | Hold |
INDAG RUBBER Alert | 101 | 68.15 | 195 | Exit |
SOUTHERN PETRO | 26.4 | 17.45 | 1000 | Exit |
TCI FINANCE | 45.2 | 4.6 | 300 | Exit |
KULK-POWER Alert | 117 | 69.35 | 300 | Exit |
COAL INDIA Alert | 308 | 120.05 | 100 | Exit |
INDIABULLS REAL EST | 257 | 51.6 | 100 | Exit |
INDIABULLS HOU. FIN. Alert | 204 | 158.8 | 586 | Exit |
VAKRANGEE | 86.2 | 24.9 | 480 | Exit |
ASIAN OILFIELD | 377 | 102.95 | 150 | Exit |
IIFL FINANCE Alert | 335 | 79.9 | 250 | Hold |
IFCI Alert | 75.5 | 6.04 | 1750 | Exit |
RELIANCE NAVAL & ENGINEERING LTD | 81.8 | 3.07 | 1600 | Exit |
Aman jain: Please suggest me what to do next
Ajit Mishra:
Yes bank-40 shares@12.20 –Exit if not under lockin
Bajaj finance-2 shares@1940 - Hold
Lic housing finance-20 shares@250 - Exit
Axis bank-10 shares@410 - Hold
Reliance - 10 shares @930 - Hold
Prince pipes-10 shares@94 - Hold
Berger paints-40 shares@480- Hold
Havells-10 shares@540- Hold
Vguard-20 shares@170 -Exit
Idfc first bank-100 shares@24 - Exit
Cub bank@20 shares@ 119 - Hold
Shriram City union finance-10 shares@660- Hold
Borosil-50 shares@72 - Hold
Rpower-1000 shares@3.15 - Exit
rajesh kumar: Please advise on below stock. currently running in loss for all stock
Ajit Mishra:
PNB- Exit
BOB- Prefer SBI
Indiabulls housing - Exit
Bharti Airtel - Hold
New India assurance - Exit
Bandhan Bank - Hold
JOHNSON DIAS: I am holding the below stocks, could you please let me know if I can add any more stocks on dips or can hold any or do I need to sell any stocks. any suggestions on this would be appreciated.
Ajit Mishra:
Aarti Drugs 3018 - Hold
Bharat Electronics 103 - Hold
Dr. Reddy's Labs 5166- Hold
Granules India 377- Hold
ONGC 77- Hold
Himanshu Rajendrakumar Patel: I had 1000 shares of Adani green at average price of 250. Should I stay or leave.
Ajit Mishra: We would recommend to exit.
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.
GuruSpeak: Stocks you must buy, hold, exit
'Can I invest in the stockmarket now?'
Just started investing in stocks? Here's some advice
What to expect from the stockmarket
Stock advice: Where should I invest?