ASK AJIT: Stocks to Buy, Hold, Sell

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Ajit Mishra, vice president, research, Religare Broking, answers your queries.

Gurumurti Natarajan: Dear Sir: Pls advise on the following scrips; many thanks for your time, efforts, inputs.

Ajit Mishra:

Company	No of shares	Recommendation
ITC	192	Hold
Sharda Cropchem.	354	Hold
Motherson Sumi	250	Hold
LT Foods@	57	Exit
Hind Const Co	14.30	Exit
BHEL@	75.60	Exit
Zee Ent@	211	Hold
Federal Bank	74.60	Hold
Karur Vysya Bank	48	Exit
Ujjivan Small Fin Bank	32	Exit
Yes Bank@	14.50	Hold
Coal India@	134.60	Exit
MOIL Ltd.@	165	Exit
NMDC@	159	Exit
ONGC@	115	Hold
Cadilla Healthcare.	615	Hold
Container Corpn.	712	Hold
TVS Srichakra.	2008	Hold

I'd deeply appreciate your kind inputs on the above as well as any other suggestions/recommendations.

Ajit Mishra: For long term, you can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.

Archana Anurag: Please advise if I should hold these stocks or exit.

Ajit Mishra:

Company	No of shares	Price	Recommendation
AFFLE	2	5087	Hold
BAJAJCON	50	254	Hold
BATA	10	1695	Hold
CHEMCON	100	459	Hold
DEVYANI	100	126	Hold
DIAMCHEM	100	319	Exit
DOLAT	200	104	Exit
LAURAS LABS	10	652	Hold
PNC	200	43.6	Exit
RENUKA	100	28.95	Hold
ROUTE	20	2013	Hold
SEQUENT	100	262	Hold
WHIRLPOOL	10	2299	Hold

P K Mathew: Following are the shares I hold. Your comments please:

Ajit Mishra:

Company	Recommendation
Indian oil	Hold
Bpcl	Hold
Motherson Sumi	Hold
Laurus Lab	Hold
Infosys	Hold
Tata Consumer	Hold
Tata Motors	Hold
Tata Power	Hold
Tata Communications	Hold
Tata Chemicals	Hold
Godrej Property	Hold
Larsen and Toubro	Hold
Vedanta	Hold
SBI	Hold
Sterlite Technology	Hold
Sona Comcast	Hold
Karnataka Bank	Exit
Cochin Shipyard	Exit
HFCL	Hold
MRPL	Exit
UPL	Hold

Vivekkumar Bajpai: I have the below portfolio. I plan to invest around 1-2 lakhs for a long term like 10 years and more. Please suggest what I should buy.

Current Holdings:

Share - QTY - Avg Price

Ajit Mishra:

Company	No of shares	Price	Recommendation
HDFBAN	20	1,593.05	Hold
ICIBAN	45	690	Hold
INFTEC	70	985	Hold
LUPIN	20	1250	Hold

For long term, you can invest in stocks such as Kajaria Ceramics, Berger paints, Metropolis, M&M, Ashok Leyland, Britannia, V-guard, Polycab, Biocon and Birlasoft.

Deepak Jadhav: Dear Ajit Sir, Please advise if i should hold or sell below shares, I am an investor with 3-4 years perspective.

Ajit Mishra:

Company	Recommendation
Bandhan Bank	Exit
Glenmark	Hold
Jindal Steel	Hold
State Bank	Hold
TajGVK	Exit
Tata	Hold
Tata Steel BSL	Hold
Equitas	Exit
Cummins India	Hold
Devyani Internation	Hold

Mohammed Ali Kulai: I have following shares in my portfolio. I have been holding these shares for the last 13 years. Appreciate your advice regarding which one to exit and which one to hold. Also appreciate if you would recommend some stocks for short term.

Ajit Mishra: For short-term, one can look at Tata Power, Axis Bank, Ashokley and Bhartiartl.

Company	No. of shares	Price	Recommendation
ABB	10	1837.65	Hold
INFOSYS	296	1689.75	Hold
KALPATARU POWER	10	403.25	Hold
LARSEN & TUBRO	112	1722.45	Hold
NRB BEARINGS	100	141.15	Exit
RELIANCE INDUSTRIES	105	2520.45	Hold

Sunil Kulkarni: I sought your valuable opinion on my following holdings - to hold or exit.

Ajit Mishra:

Company	No of shares	Recommendation
1. Antony Waste Handling Cell Ltd.	30	Exit
2. Shri Jagdamba Polymers	25	Exit
3. RKEC PROJECT	50	Exit
4. MOTHERSON Sumy	30	Hold
5. Kirlsokar Ferrous	10	Exit
6. Udaipur Cement	100	Exit
7. Birla Cable	125	Exit
8. Visaka Industries	25	Hold
9. Sahyadri Industries	25	Exit
10. Suryalata Spinning Mills	25	Exit
11. Dhunseri Ventures Ltd.	25	Exit
12. Bliss GVS	25	Exit
13. Granuels India Ltd.	10	Hold
14. Tinplate India	10	Hold
15. Laxmi Organics	27	Hold

Waiting for your guidance. Thanking you i remain.

Vijayakkrishnan T N: I am currently holding 300 shares of JSW Energy which is at an all-time high. Should I hold or sell?

Ajit Mishra: Hold the stock

Aashish Goyal: Please advise for my Equity portfolio as mentioned below:

Shares - Advise for Sell/Accumulate/Hold/Switch

Ajit Mishra:

Company	No of shares	Price	Recommendation
S.No.	Script/Share Name	Quantity	View
1	ITC	22	Hold
2	Motherson Sumi	817	Hold
3	IDFC	40	Exit
4	IDFC Bank	40	Exit
5	Yes Bank	2150	Hold
6	RIL	74	Hold
7	Reliance Power	27	Exit
8	RBL Bank	150	Exit
9	BGR Energy	14	Exit
10	Bharti Airtel	15	Hold
11	PFC	160	Exit
12	REC	120	Exit
13	Tata Teleservices	226	Hold
14	NiftyBeesMF	833	Hold
15	HUDCO	300	Hold
16	Bankbees	275	Hold
17	Polycab	24	Hold
18	SBI Life	42	Hold
19	Cholamandalam Finance	40	Exit
20	HDFC Bank	22	Hold
21	IGL	25	Hold
22	Reliance PP	35	Hold
23	SBI Cards	44	Hold
24	Chemcon	44	Hold
25	Hindustan Unilever	5	Hold
26	Mrs. Bector’s Food	65	Hold
27	HCL Tech	15	Hold
28	Indigo Paint	10	Hold
29	Home First Finance Co India Ltd (HFFC)	28	Exit
30	Laxmi Organic Industries	115	Hold
31	CDSL	14	Hold
32	CAMS	2	Hold
33	DODLA	35	Hold
34	Mirae Asset NYSE FANG+ ETF	185	Hold
35	Clean	16	Hold
36	GR Infra	34	Hold
37	Zomato	195	Hold
38	Tatva Chintan	13	Hold
39	Motilal Oswal Nasdaq 100 ETF	54	Hold
40	Glenmark Life Sciences	20	Hold
41	Car Trade	27	Hold
42	Paras Defence	85	Hold

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.

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