Ajit Mishra, vice president, research, Religare Broking, answers your queries.
Abhijit Datta: I have 1500 shares of “Tanla” and 1000 shares “Tata Chemicals”. Please advice whether I should hold or exit.
Ajit Mishra: Hold
Amit Sarkar: Please advise regarding:
Ajit Mishra:
SHARE |
NO OF SHARES |
PRICE |
Recommendation |
Aurobindo Pharma |
75 |
@902 |
Hold |
Berger Paints |
62 |
@815 |
Hold |
Lauras Lab |
10 |
@663 |
Hold |
Ankur Singhal: I hold the following stocks as on date. I hold a long term vision for all of them. Please suggest whether i should Hold, Exit or Further buy for averaging.
Ajit Mishra:
S.NO |
SHARE |
NO OF SHARES |
BUYING PRICE |
CURRENT PRICE |
P/L |
Recommendation |
1 |
TATA POWER |
100.00 |
78.00 |
238.55 |
16055.00 |
Hold |
2 |
RELIANCE POWER |
100.00 |
17.45 |
13.60 |
-385.00 |
Exit |
3 |
ZEE ENT LTD |
43.00 |
343.00 |
334.40 |
-369.80 |
Hold |
4 |
NBCC |
1000.00 |
50.00 |
43.15 |
-6850.00 |
Hold |
5 |
IDEA |
1000.00 |
11.74 |
11.00 |
-740.00 |
Exit |
6 |
DMART |
9.00 |
5200.00 |
4882.00 |
-2862.00 |
Hold |
7 |
PUNJAB & Sindh |
200.00 |
48.00 |
17.25 |
-6150.00 |
Exit |
8 |
GICRE |
28.00 |
440.00 |
147.00 |
-8204.00 |
Exit |
9 |
HUDCO |
200.00 |
58.00 |
40.80 |
-3440.00 |
Exit |
10 |
RESURGERE MINES |
100.00 |
10.00 |
0.48 |
-952.00 |
Exit |
11 |
USHAMARTIN |
500.00 |
90.00 |
86.85 |
-1575.00 |
Exit |
12 |
ZEE ENT LTD |
153.00 |
326.00 |
334.40 |
1285.20 |
Hold |
13 |
TATA POWER |
20.00 |
245.00 |
238.55 |
-129.00 |
Hold |
V K Patil: My Current Portfolio is as follows. Please advice on hold or exit.
Ajit Mishra:
SHARE |
NO OF SHARES |
PRICE |
Recommendation |
Aditya Birla SL AMC |
20 |
712.00 |
Hold |
Asian Paints Ltd. |
58 |
3,194.83 |
Hold |
Axis Bank Ltd. |
200 |
786.00 |
Hold |
Bank of India |
1000 |
59.00 |
Exit |
Bharti Airtel |
100 |
680.00 |
Hold |
Dr. Lal Pathlabs Ltd |
65 |
3,811.38 |
Hold |
Gujarat State Petronet |
85 |
312.00 |
Hold |
HDFC AMC |
19 |
2,911.35 |
Hold |
ICICI Bank |
15 |
695.00 |
Hold |
ICICI Lombard Gen. |
20 |
1,578.00 |
Hold |
IRCTC |
195 |
907.44 |
Hold |
ITC Ltd. |
100 |
203.44 |
Hold |
Ircon Internatiol |
200 |
45.92 |
Hold |
Tata Consultancy |
44 |
3,676.14 |
Hold |
Tata Motors Ltd. |
68 |
310.00 |
Hold |
Tata Steel |
61 |
1,309.02 |
Hold |
Venky's (India) Ltd. |
61 |
3,052.90 |
Hold |
Arvind Swarnakar: I am holding following stocks. I seek your advice on whether to hold/add/exit.
Ajit Mishra:
S.NO |
SHARE |
Recommendation |
1 |
JAMNA Auto |
Hold |
2 |
SPICEJET limited |
Prefer Interglobe |
3 |
BALAJI tele |
Exit |
4 |
BSE |
Hold |
5 |
CDSL |
Hold |
6 |
CHOLAMADALUM INVESTMENT |
Hold |
7 |
EQUITAS HOLDING |
Hold |
8 |
ALKYAL AMINES |
Hold |
9 |
BALAJI AMINES |
Hold |
10 |
LAXMI ORGENIC |
Hold |
11 |
NAVIN FLORINE |
Hold |
12 |
PI IND |
Hold |
13 |
TATA Chemical |
Hold |
14 |
SRF Limited |
Hold |
15 |
NILA INFRA |
Exit |
16 |
DIXON Tech |
Hold |
17 |
LnT Limited |
Hold |
18 |
VA Tech Vabag |
Exit |
19 |
WH Bredy |
Exit |
20 |
Affle |
Hold |
21 |
Happiest Mind |
Hold |
22 |
INFOSYS LIMITED |
Hold |
23 |
AURUM PRPTECH |
Exit |
24 |
EXPLEO SOL |
Exit |
25 |
WIPRO |
Hold |
26 |
BALAJI TETE |
Exit |
27 |
IRCTC |
Hold |
28 |
YASHO IND |
Exit |
29 |
INDIA MART |
Hold |
30 |
SORAIL INFRA ASSOCIATE |
Exit |
31 |
DREDGE CORP |
Exit |
32 |
GATI Limited |
Exit |
33 |
BAJAj HIND SUGER |
Hold |
34 |
Lux Ind |
Hold |
35 |
Trident Limited |
Hold |
Ashish Rai: Please suggest hold & exit for the below stocks. My investment period will be anything more than 1 year. Also, I would like to seek your advice on few quality stock options as i am planning to invest additional 2 lacs.
Ajit Mishra:
Company Name |
Qty |
Average Cost Price |
Recommendation |
ASHOK LEYLAND LTD |
750 |
94.01 |
Hold |
INDUSIND BANK LIMITED |
50 |
437.43 |
Prefer ICICIBank |
PUNJAB NATIONAL BANK |
600 |
63.59 |
Exit |
SBI CARDS AND PAYMENT SERV LTD |
69 |
600.83 |
Hold |
STATE BANK OF INDIA |
150 |
211.32 |
Hold |
THE RAMCO CEMENTS LIMITED |
50 |
517.75 |
Hold |
NCC LIMITED |
1700 |
72.84 |
Hold |
LARSEN AND TOUBRO LIMITED |
50 |
938.63 |
Hold |
COLGATE-PALMOLIVE (INDIA) LTD |
20 |
1388.26 |
Hold |
ITC LIMITED |
135 |
168.72 |
Hold |
TATA COFFEE LTD |
800 |
100.03 |
Hold |
MRS BECTORS FOOD SPECIALITIES |
50 |
288 |
Hold |
SINTEX PLASTICS TECHNOLOGY LTD |
500 |
5.31 |
Exit |
TATA POWER CO LTD |
900 |
71.49 |
H0ld |
BRITANNIA |
10 |
3450 |
Hold |
JAMNA AUTO |
500 |
90.20 |
Hold |
ULTRATECH CEMENT |
4 |
7445 |
Hold |
Mirae Asset NYSE FANG+ ETF |
500 |
54.40 |
Hold |
Himanshu Tiwari: I am holding the following shares. The investment in shares is for long-term. Kindly advice whether to hold or exit. Also suggest the company in which I can invest and the horizon is long-term.
Ajit Mishra:
Company |
No. of shares |
Average price |
Recommendation |
Lemon Tree |
5 |
58.45 |
Exit |
SBI Bank |
23 |
505.08 |
Hold |
Tata Motors |
20 |
491.55 |
Hold |
ITC |
30 |
232.90 |
Hold |
ICICI Bank |
4 |
737.6 |
Hold |
JSW Steel |
2 |
655.55 |
Hold |
Manish Singh: I am holding the following shares, please advise whether to hold/exit from the shares:
Ajit Mishra:
Company name |
Qty |
Avg Buy |
Recommendation |
Arvind |
215 |
133.52 |
Exit |
ICIC Pru |
100 |
674.79 |
Hold |
IOB |
25 |
22.86 |
Exit |
IOC |
109 |
172.41 |
Hold |
Jindal Steel |
151 |
399.42 |
Hold |
PNB |
1000 |
42.26 |
Exit |
Zomato |
443 |
160.97 |
Hold |
India Hotel |
41 |
216.17 |
Hold |
SBI |
19 |
512 |
Hold |
Trident |
69 |
48.33 |
Hold |
Mikdad: Pls advise on below stocks, if exit then advise stocks to be purchased as I do want money to come to my home.
Ajit Mishra:
Stock |
Qty |
Avg Price |
Recommendation |
AB Capital |
30 |
177.84 |
Hold |
Ashok Leyland |
32 |
114.8 |
Hold |
Cipla |
12 |
856.72 |
Hold |
IRCTC |
6 |
905 |
Hold |
ITC |
30 |
218 |
Hold |
IRFC |
200 |
25.5 |
Exit |
Infosys |
5 |
1158 |
Hold |
MMTC |
100 |
42.21 |
Hold |
Rattan power |
1200 |
4.48 |
Exit |
Redington |
40 |
137.5 |
Hold |
Reliance |
1 |
1218 |
Hold |
SBI |
23 |
260 |
Hold |
Tata Motors |
70 |
139 |
Hold |
Yes Bank |
1500 |
13.76 |
Exit |
Azim Arkati: I have invested in the below stocks very late, where I should have done much before during 2020, where most of the stocks sky rocketed. But its fine, and destiny.
I wanted your help to tell me which stocks I should hold for how long and which are the ones I should exit.
Ajit Mishra:
Company Name |
Qty |
Average Cost Price |
Current Market Price |
Value At Cost |
Value At Market Price |
Unrealized Profit/Loss % |
Recommendation |
ANGEL ONE LIMITED |
4 |
1354.69 |
1139.05 |
5418.76 |
4556.2 |
-15.92 |
H0ld |
BAJAJ FINANCE LIMITED |
1 |
7761.11 |
7069.25 |
7761.11 |
7069.25 |
-8.91 |
Hold |
ROSSARI BIOTECH LIMITED |
3 |
1485.75 |
1297.9 |
4457.25 |
3893.7 |
-12.64 |
Hold |
GMR INFRASTRUCTURE LIMITED |
139 |
39.34 |
42.45 |
5468.26 |
5900.55 |
7.91 |
Hold |
G R INFRAPROJECTS LIMITED |
3 |
1934.33 |
1756.05 |
5802.99 |
5268.15 |
-9.22 |
Exit |
DIXON TECHNOLOGIES INDIA LTD |
3 |
5027.5 |
5178.65 |
15082.5 |
15535.95 |
3.01 |
Hold |
PIDILITE INDUSTRIES LTD |
2 |
2451.05 |
2208.45 |
4902.1 |
4416.9 |
-9.9 |
Hold |
BURGER KING INDIA LTD |
19 |
167.44 |
152.1 |
3181.36 |
2889.9 |
-9.16 |
Hold |
ZOMATO LIMITED |
37 |
139.22 |
144.9 |
5151.14 |
5361.3 |
4.08 |
Hold |
AFFLE INDIA LIMITED |
43 |
1171.53 |
1097.1 |
50375.79 |
47175.3 |
-6.35 |
Hold |
CARTRADE TECH LIMITED |
2 |
1288.12 |
924.3 |
2576.24 |
1848.6 |
-28.24 |
Hold |
NAZARA TECHNOLOGIES LIMITED |
2 |
2348.4 |
2376.25 |
4696.8 |
4752.5 |
1.19 |
Hold |
TIPS INDUSTRIES LIMITED |
4 |
1261.9 |
1345.2 |
5047.6 |
5380.8 |
6.6 |
Exit |
INDIGO PAINTS LIMITED |
2 |
2603.39 |
2208.7 |
5206.78 |
4417.4 |
-15.16 |
Hold |
GLAND PHARMA LIMITED |
1 |
3782.43 |
3649.3 |
3782.43 |
3649.3 |
-3.52 |
Hold |
GLENMARK LIFE SCIENCES LIMITED |
7 |
687.91 |
603.75 |
4815.37 |
4226.25 |
-12.23 |
Hold |
LAURUS LABS LIMITED |
8 |
626.02 |
511.4 |
5008.16 |
4091.2 |
-18.31 |
Hold |
THYROCARE TECHNOLOGIES LIMITED |
4 |
1194.33 |
1099.45 |
4777.32 |
4397.8 |
-7.94 |
Hold |
ROUTE MOBILE LTD |
3 |
1973.73 |
1797.05 |
5921.19 |
5391.15 |
-8.95 |
Hold |
Desikan Kannan: Please advise on the following script, which I am holding currently:
Ajit Mishra:
Company |
No. of shares |
Average price |
Recommendation |
1. CCL products |
100 |
@415 |
Hold |
2. Edelweiss Fin serv |
100 |
@85 |
Hold |
3. Gabriel India |
100 |
@162 |
Hold |
4. Idfc first bank |
250 |
@53 |
Exit |
5. IIFL securities |
250 |
@114 |
Hold |
6. IEX |
180 |
@266 |
Hold |
7. Krsnaa diagnostics |
20 |
@1049 |
Hold |
8. Rolex rings |
150 |
@1146 |
Hold |
9. RPSG ventures |
30 |
@755 |
Exit |
10. SBI |
60 |
@500 |
Hold |
11. Tarsons Prod |
20 |
@823 |
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.
Feature Presentation: Ashish Narsale/ Rediff.com