Stocks you must AVOID or EXIT

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

Shantaram Shetgaonkar: I am having some shares, shall I hold / exit.

Ajit Mishra:

Amar Raja Batteries	9	Hold
Castrol	35	Exit
PFS Finance	150	Exit

Sanket Rathi: Please advice on following stocks buy/hold/sell

Ajit Mishra:

Company Name	Average Cost Price	View
GLOBUS SPIRITS LIMITED	616.55	Hold
RADICO KHAITAN LTD	1096.03	Hold
ONE 97 COMMUNICATIONS PAYTM	2150	Exit
ACC LIMITED	2321.42	Hold
AMBUJA CEMENTS LTD	397.99	Hold
SHREE CEMENTS LTD	26774.27	Hold
ULTRATECH CEMENT LIMITED	7666.25	Hold
SOMANY CERAMICS LIMITED	656.07	Hold
DHANUS TECHNOLOGIES LIMITED	86.76	Exit
NAZARA TECHNOLOGIES LIMITED	1660.62	Hold
COAL INDIA LIMITED	342.23	Exit
SMS LIFESCIENCES INDIA LTD	761.57	Hold
APOLLO HOSPITALS ENTERPRISES L	1436.92	Hold
DIVIS LABORATORIES LIMITED	4198.17	Hold
DR. LAL PATHLABS LIMITED	535	Hold
FORTIS HEALTHCARE LIMITED	177.69	Can’t comment due to compliance
FORTIS MALAR HOSPITALS LIMITED	73.46	Can’t comment due to compliance
GLENMARK PHARMACEUTICALS LTD	539.06	Hold
INDOSOLAR LIMITED	6.71	Exit
WEBSOL ENERGY SYSTEM LIMITED	43.21	Exit
BLUE DART EXPRESS LTD	4176.56	Hold
RELIANCE NAVAL ENGINEERING LTD	18.53	Exit
BHARTI AIRTEL LTD	550.63	Hold
PAGE INDUSTRIES LTD	32760.89	Hold

Abhishek Reddy: Pls advise on my equity portfolio: Total INV: 96000

Ajit Mishra:

Tata steel @1217	Hold
Zee L @ 309	Hold
Apollo hosp @4678	Hold
Vedanta @332	Hold
Sonata @831	Hold
HUL @2311	Hold
Nmdc @137	Exit
Itc @211	Hold

Dhanvir Fernandes: I am holding the following stocks and need your advice on whether to buy/sell or hold. Many thanks in advance for your valuable advice.

Ajit Mishra:

SR No	Stock Name	Buy Price	Recommendation
1.	Dolat Investments	87.5	-
2.	Ambuja Cements	390	Hold
3.	IOL CP	550	Hold
4.	Sumitomo Chem	398	Hold
5.	SAIL	112	Hold
6.	Nagarjuna Constructions	86	Exit
7.	Bhansali Engineering	186	Exit
8.	Granules India	320	Hold

Bandaru Srinivas: Below is my portfolio. Please review and let me know if I should buy, hold or exit?

Ajit Mishra:

Symbol	Stock Name	Current Price	# Shares	Current Value	Buy Price	View
HDFCLIFE	HDFC Life Insurance Company Ltd	625.65	200	1,25,130.00	706	Hold
IDFCFIRSTB	IDFC First Bank Ltd	47.05	2000	94,100.00	58.03	Exit
RVNL	Rail Vikas Nigam Ltd	36.2	3000	1,08,600.00	35.8	Exit
SONACOMS	Sona Blw Precision Forgings Ltd	644.3	100	64,430.00	766	Hold
TATAPOWER	Tata Power Company Limited	247.5	400	99,000.00	238	Hold
MCDOWELL-N	United Spirits Ltd	876.6	100	87,660.00	926	Hold
NATIONALUM	National Aluminium Company Limited	110	500	55,000.00	114.03	Hold

Ganesh R: Kindly advise on HDFC BANK and BPCL.

Ajit Mishra: HDFC Bank is a good portfolio stock. You can buy in staggered manner and hold for long term. If already bought, you may continue holding the same.

Avoid BPCL.

Anil Sali: I am holding below Equity and funds with SIP of Rs. 1000 per month. Please advice how long I can continue holding.

Ajit Mishra:

	Security Type : EQUITY	View
1	CANARA BANK EQ	Exit
2	CENTRAL BANK OF INDIA EQ	Exit
3	HDFC LIFE INSURANCE COMPANY LIMITED EQ	Hold
4	INDIAN OVERSEAS BANK EQ	Exit
5	NFL	Exit

Udayan Banerjee: I am holding 110 shares of Bandhan Bank purchased @ Rs 415/. Current share price of the same is Rs 315 (app). If you advice me to dispose these off then what share(s) I should buy to offset the loss.

Ajit Mishra: If you have an investment view for 2-3 years then continue to hold. Else exit and you may switch to ICICI Bank.

Amol Relkar: Can you please advice on my portfolio?

Ajit Mishra:

Stock Name	Quantity	Average Cost Price	View
BAJAJ FINANCE LIMITED	10	4884.38	Hold
CHAMAN LAL SETIA EXP LTD	300	122.86	Exit
CRAFTSMAN AUTOMATION LTD	25	1712.05	Hold
ESCORTS INDIA LTD	35	1158.15	Hold
HDFC BANK LTD	20	1032.27	Hold
HDFC GOLD ETF	6450	43.28	Hold
INFOSYS LIMITED	100	1791.24	Hold
JOHNSON CONTROLS HITACHI	10	2215.59	Hold
MAHINDRA & MAHINDRA LTD	200	377.92	Hold
OIL AND NATURAL GAS CORP.	920	150.76	Hold
RELIANCE INDUSTRIES LTD	95	1993.29	Hold
SANDHAR TECHNOLOGIES LTD	120	251.77	Exit
SANOFI INDIA LIMITED	5	8207.77	Hold
SBI CARDS & PAY SER LTD	69	656.69	Hold
TATA CONSULTANCY SERV LT	40	1792.53	Hold
TECH MAHINDRA LIMITED	36	1623.78	Hold
THYROCARE TECH LTD	50	956.74	Hold

K Girinath: Please advice on these shares:

Ajit Mishra:

Instrument	Qty.	Avg. cost	View
ADANIPORTS	80	765.66	Hold
CUB	400	146.38	Exit
DABUR	40	589.63	Hold
EDELWEISS	700	73.33	Exit
FINOLEXIND	300	198.33	Hold
HINDZINC	50	329	Hold
IDFCFIRSTB	2000	49.19	Exit
JYOTHYLAB	300	142	Exit
L&TFH	600	79.03	Hold
MANAPPURAM	300	165.2	Exit
MOTHERSUMI	475	185.89	Hold
NHPC	1500	31.4	Exit
PFC	350	126.83	Hold
RECLTD	310	139.78	Hold
SAIL	1860	105.72	Hold
SUNTV	100	495.91	Exit
TATACONSUM	140	752.33	Hold

PART I ENDS HERE

ANUP GOGOI: Need your unbiased views of my personal portfolio. My current Portfolio Value is 1cr. My 15 years savings. I am currently adding 30-50k every month as SIP and Direct Stock buy. Want to hold these for a minimum 10-30 year period.

Mutual fund investments are as below:

UTI Nifty Index Dir-G

Motilal Oswal Nasdaq 100 FOF Dir-G

DSP Focus Dir-G

Axis LT Eqt Dir-G

HDFC Small Cap Dir-G

SBI Small Cap Dir-G

NPS via SBI

Mirae Asset S&P 500 Top 50 ETF - Growth

Motilal Oswal Nasdaq Q 50 ETF - Growth

Motilal Oswal NASDAQ 100 ETF Fund

Ajit Mishra: Cannot comment on mutual fund portfolio. You may consider taking help from a MF advisor.

Stocks Investments are as below:

Marico Ltd.	Hold
Wipro Ltd.	Hold
Tata Consumer Products Ltd.	Hold
Tata Steel Ltd.	Hold
HDFC Bank Ltd.	Hold
Infosys Ltd.	Hold
BSE Ltd.	Hold
Reliance Industries Ltd.	Hold
Pidilite Industries Ltd.	Hold
Housing Development Finance Corp.	Hold
Asian Paints Ltd.	Hold
Dr. Lal Pathlabs Ltd.	Hold
Tata Consultancy Services Ltd.	Hold

Shailendra Choudhary: This is my portfolio of stocks. Please suggest on these (buy/hold/sell)

Ajit Mishra:

Irctc	Hold
Titaghar wagons	Exit
Tata consumer	Hold
Paytm	Exit
Affle	Hold
Bajaj finance	Hold
Amaraja batteries	Hold
Amrutanjan	Exit
DBL	Hold
Superhouse	Exit
Eicher	Hold
HUL	Hold
Infosys	Hold
Tech mahindra	Hold
Inox leisure	Hold
PVR	Hold
Kalyan jewellers	Exit
Reliance ind	Hold
Schaeffler	Hold
United spirits	Hold
Zensar tech	Hold
Ttk prestige	Hold
Suryoday	Exit
Spicejet	Exit
IRFC	Exit

Jayshree Nair: I have the following shares. Please advise the shares I should hold.

Green Power
JP Infratec
Hathway EQ
Suzlon EQ
Ratan Power
Landmark Property Development Co Ltd

Ajit Mishra: Exit all the above stocks

Sanket Rathi: Please advice on following stocks buy/hold/sell

Ajit Mishra:

Company Name	Average Cost Price	View
GLOBUS SPIRITS LIMITED	616.55	Hold
RADICO KHAITAN LTD	1096.03	Hold
ONE 97 COMMUNICATIONS PAYTM	2150	Exit
ACC LIMITED	2321.42	Hold
AMBUJA CEMENTS LTD	397.99	Hold
SHREE CEMENTS LTD	26774.27	Hold
ULTRATECH CEMENT LIMITED	7666.25	Hold
SOMANY CERAMICS LIMITED	656.07	Hold
DHANUS TECHNOLOGIES LIMITED	86.76	Exit
NAZARA TECHNOLOGIES LIMITED	1660.62	Hold
COAL INDIA LIMITED	342.23	Exit
SMS LIFESCIENCES INDIA LTD	761.57	Hold
APOLLO HOSPITALS ENTERPRISES L	1436.92	Hold
DIVIS LABORATORIES LIMITED	4198.17	Hold
DR. LAL PATHLABS LIMITED	535	Hold
FORTIS HEALTHCARE LIMITED	177.69	Exit
FORTIS MALAR HOSPITALS LIMITED	73.46	Exit
GLENMARK PHARMACEUTICALS LTD	539.06	Hold
INDOSOLAR LIMITED	6.71	Exit
WEBSOL ENERGY SYSTEM LIMITED	43.21	Exit
BLUE DART EXPRESS LTD	4176.56	Hold
RELIANCE NAVAL ENGINEERING LTD	18.53	Exit
BHARTI AIRTEL LTD	550.63	Hold
PAGE INDUSTRIES LTD	32760.89	Hold

Dharmesh Shantilal Tanna: I have following shares in my portfolio. Please suggest your views

Ajit Mishra:

Alok Industries	Exit
Coal India	Exit
Adani Wilmar Ltd	Hold
Dish TV	Exit
Engineers India	Exit
Exide Industries Ltd	Hold
IDFC First Bank	Exit
Infibeam Avenues Ltd	Exit
Infosys	Hold
ITC Ltd	Hold
Jet Airways	Exit
Karur Vysya Bank Ltd	Exit
NHPC	Exit
NMDC	Exit
Oil India	Exit
Relaince Communication	Exit
Reliance Power	Exit
Suzlon Energy Ltd	Exit
Tata Coffee Ltd	Hold
Tata Power	Hold
Tata Steel	Hold
Tata Steel Long	Hold
Time Technoplast Ltd	Exit
Xchanging Solutions Ltd	Exit
Wipro Ltd	Hold

Adani Power Ltd	Exit
Bharat Petroleum	Exit
Coal India	Exit
Hindalco Industries	Hold
Indian Hotels Co Ltd	Exit
Indian Railway Finance Corp.	Exit
Lakshmi Machine Works	Exit
Auram Proptech Ltd	Exit
Mishra Dhatu Nigam Ltd	Hold
NHPC	Exit
Petronet LNG	Hold
Power Grid Corporation	Hold
Rail Vikas Nigam Ltd	Exit
Reliance Infrastructure Ltd	Exit
Reliance Power	Exit
Sintex Industries Ltd	Exit
Ujjivan Small Finance Bank	Exit

Bhavana Patil: I am holding following stocks. Should I hold or sell? Any recommendation of stock for future investments.

Ajit Mishra:

IRCON -- 2000 @ 48	Exit
SAIL – 575 @ 104	Exit
SBIN -- 110 @ 525	Hold
TATASTEEL – 300 @1357	Hold

Vineet Mahajan: I have the following shares in my portfolio. I am looking for a long-term investment. Please suggest which shares I need to sell/hold/buy. Thank you.

Ajit Mishra:

Company Name	Qty	Purchase Price	View
TATA MOTORS LIMITED	110	289	Hold
HOUSING DEVELOPMENT FINANCE CO	25	2566	Hold
ONE 97 COMMUNICATIONS PAYTM	50	1634	Exit
SBI CARDS AND PAYMENT SERV LTD	25	974	Hold
NUVOCO VISTAS CORPORATION LTD	104	570	Hold
RUCHI SOYA INDUSTRIES LTD	25	1062	Exit
INDIAN RAIL CAT AND TOUR IRCTC	150	847	Hold
APOLLO HOSPITALS ENTERPRISES L	20	4452	Hold
AUROBINDO PHARMA LTD	350	706	Hold
DR REDDYS LABORATORIES LTD	6	4663	Hold
LUPIN LIMITED	80	863	Hold
INDRAPRASHTHA GAS LTD	150	459	Hold
OIL AND NATURAL GAS CORPORATIO	100	148	Exit
ADANI PORT AND SPECIAL ECONO	120	709	Hold

Vishu: I have following shares please tell what I do?

Ajit Mishra:

Company's Share	Qty	Buy Price	Your Suggestions
Adani Wilmar Ltd	65	230	Hold
RattanIndia Power	5300	3.08	Exit
First Source Ltd	500	169.1	Exit
TATAPOWER	600	224.01	Hold
APTUS Housing	42	353	Exit
STARHEALTH EVENT	16	900	Hold
CESC Ltd	1000	95.2	Exit
Aditya Birla AMC	20	712	Hold
CHEMPLASTS	27	541	Hold
BURGERKING	225	162.3	Exit
POLICYBAZAR	15	980	Exit

Prafulla Jagannatha Padhy: I have been trading since last one year, and here is my portfolio. I want to reduce the investment to Rs 12,00,000/- and number of stocks to 20, This much investment I can remain invested in for the coming 10 ~ 15 years. Recently I booked loss in some shares of HUL, TATA Consumer, LIC Housing Finance, D Mart, Amara Raja Batteries, SBI Cards etc and repurchased at a lower price than before.

1. Kindly review the portfolio and advice.

2. I want to avail services of professional agency to manage my portfolio since I am not able to spare time to watch it on daily basis, please recommend some.

Ajit Mishra:

Sl no	Name of company	Qty	Price	Amount	Sector wise investment	View
1	Amararaja battery	80	627	50160	81960	Hold
2	Exide Industries	200	159	31800	81960	Hold
3	Ambuja Cement	100	361	36100	91390	Hold
4	Dalmia Bharat Cement	30	1843	55290	91390	Hold
5	Ashok Leyland	120	150	18000	59500	Hold
6	Mahindra & Mahindra	50	830	41500	59500	Hold
7	CAMS	50	2558	127900	127900	Hold
8	Dabur	60	581	34860	241430	Hold
9	Hindustan Unilever	30	2287	68610		Hold
10	Tata Consumer	80	703	56240		Hold
11	Avenue Supermart	20	4086	81720		Hold
12	Deepak Nitrate	35	2316	81060	347295	Hold
13	PI Industries	35	2625	91875		Hold
14	Balkrishna Industries	20	2041	40820
15	Reliance	55	2428	133540		Hold
16	Divi's lab	15	4188	62820	100095	Hold
17	Latentview Analytics	75	497	37275	100095	Hold
18	IEX	150	214	32100	114100	Hold
19	IRCTC	100	820	82000	114100	Hold
20	Kotak Mahindra bank	30	1763	52890	157990	Hold
21	SBI	50	450	22500		Hold
22	SBI Cards	100	826	82600		Hold
23	LIC housing finance	75	366	27450	144750	Exit
24	HDFC	50	2346	117300	144750	Hold
25	Nazara	36	2148	77328	77328	Hold
26	Persistent Systems	15	3900	58500	113972	Hold
27	Tata Elxsi	8	6934	55472	113972	Hold
28	SAIL	800	103	82400	82400	Hold
29	TITAN	25	2399	59975	59975	Hold
30	Wipro	150	547	82050	82050	Hold

Atul Raut: Please find few shares with purchase price which I have. Those are mentioned below. Kindly share your opinion on these shares.

Ajit Mishra:

Instrument	Qty.	Avg. cost	View
AVANTI	91	553.58	Hold
EPL	60	222.33	Exit
GMMPFAUDLR	9	4449.22	Hold
HATHWAY	50	22.35	Exit
HBLPOWER	50	67.88	Exit
HFCL	160	60.33	Hold
HINDUNILVR	23	2380.48	Hold
HNDFDS	25	1900.48	Hold
IEX	257	143.98	Hold
IGL	70	471.89	Hold
IRCTC	57	785.58	Hold
MCDOWELL-N	60	641.32	Hold
MOREPENLAB	200	62.76	Exit
PIDILITIND	13	2289.85	Hold
PNBGILTS	40	66.5	Exit
RSYSTEMS	100	164.4	Exit
SAKAR	100	149.53	Exit
SEQUENT	120	234.1	Exit
SRHHYPOLTD	100	335.33	Hold
TRIDENT-BE	70	59.06	Exit
ZYDUSWELL	24	2010.24	Hold

AJAI PANT: I am holding the following shares for investor with the aim of holding for at least 2-5 years. Kindly advise which shares I can HOLD/ BUY MORE / SELL? Appreciate your valuable suggestion.

Ajit Mishra:

Aarti Drugs	200@600	Hold
Aarti Surf	200@1200	Hold
HAppy MInd	150@1350	Hold
JUblint Phar	200@700	Hold
Yes Bank	6000@17	Exit
Aksh Optifiber	11000 @ 17	Exit
Wockhart Phar	400@435	Hold
IGL	400@515	Hold

Shakti Pat: My mother is giving me 20 lakhs. How do I invest. I need to make sure it’s not lost. I need money over long term. The risk should be low. Which blue chip companies should I invest longer for 15 years later. I do not need the money now. Or do u suggest other avenues? Kindly suggest.

Ajit Mishra: You can invest in stocks such as Biocon, Britannia, M&M, Bajaj Finance, HDFC Bank, ICICI Bank and Berger Paints.

K Sridhar: Hope you are all fine there. Stay safe and Stay healthy. I have the following list of shares which I am holding since 2012. Kindly suggest which of these stocks I can HOLD or EXIT or ACCUMULATE. Also, suggest me what stock/s I can add to my portfolio. I am a long term investor with a horizon of another 5 years. Awaiting your kind reply.

Ajit Mishra:

1. Reliance Industries 214	Hold
2. Mangalore Refinery 300	Hold
3. State Bank of India 215	Hold
4. Power Grid Corprn. 130	Hold
5. NTPC 188	Hold
6. GVK Power & Infra. 620	Exit
7. BHEL 48	Exit
8. Indian Oil Corpn. 110	Exit
9. Indraprastha Gas 173	Hold
10. Mahanagar Gas 11	Hold
11. Gas Authority of India 110	Hold
12. Punjab National Bank 110	Exit
13. Bank of Baroda 90	Exit
14. Karur Vysys Bank 87	Exit
15. Canara Bank 120	Exit
16. ICICI Bank 77	Hold
17. Infra Devptmt Finance 110	Exit
18. IDFC Bank 40	Exit
19. YES Bank 90	Exit
20. ICICI Prudential Life 11	Hold
21. Neyveli Lignite Corpn. 120	Exit
22. Titan Industries 14	Hold
23. Zee Entertainment 85	Exit
24. ITC Ltd 140	Hold

Azad Shrivastava: Below is my portfolio, please help with your valuable feedback.

Ajit Mishra:

Stock	No of Shares	Avg. Cost	View
TVS Motors	66	224	Hold
IDFBank	499	50.63	Hold
SBI	38	258	Hold
ITC	700	220	Hold
ManBev	90	160	Exit
RadMad	513	30	Exit
ONGC	73	207	Hold
Tata Motots DVR	100	249	Hold

Anupama Rajan: Could you please suggest few good stocks to invest for long term? I am planning to invest 5 Lakh in fundamentally strong stocks.

Ajit Mishra: You can invest in Biocon, Britannia, M&M, Bajaj Finance, HDFC Bank, ICICI Bank and Berger Paints.

SWAPAN BISWAS: Respected sir, kindly comment on my portfolio, whether to hold or exit. Please give your valuable opinion by return of mail.

Tata steel 50@188.91	Hold
Tata power co 2oo@212.00	Hold
L & T 308@1307.75	Hold
Lupin ltd 100@731.00	Hold
Poonawala fincorp 200@227.50	Hold
KPIT Technologies 100@555.00	Hold

Ramnarayan Bhakkad: I am having following shares in my portfolio kindly advise on the same

Ajit Mishra:

Scrip name	Qty	Avg Price	View
Aditya AMC	20	712	Hold
Aptus Value Hou.	42	353	Exit
B P C L	100	459.87	Hold
Cartrade Tech	9	1,618.00	Hold
Glenmark Life	120	764.57	Hold
HCL Technologies	100	1,029.52	Hold
Krsnaa Diagnost.	15	954	Hold
Nuvoco Vistas	26	570	Hold
Sansera Enginee.	20	744	Hold
Union Bank (I)	999	37.24	Exit
Vodafone Idea	2853	11.68	Exit
Yes Bank	3060	13.54	Exit

Kay: My parents are no more. They held a few shares in a few companies (in the form of paper share certificates). Some of them have merged, de-merged etc. What would be the best way to transfer the shares to my name? I have a demat account and a legal heir certificate.

Ajit Mishra: You need to contact respective companies’ concerned person (generally registrar) and get those share dematerialised and transferred in your account.

Md Aslam: Kindly help me investing 1.5 lakhs in good shares for a period of 3-5 years.

Ajit Mishra: You may consider investing in Biocon, Britannia, M&M, Bajaj Finance, HDFC Bank, ICICI Bank and Berger Paints.

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.

You can find more of Mr Mishra's answers here.

Stocks You Must AVOID or EXIT

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