Ask stock market guru Ajit Mishra: 'Facing huge losses in stock market. Please help'

'Should I hold, add or exit?'

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

Sheik Siddiq Hydroos: Please advise your recommendations for the following portfolio:

Ajit Mishra:

Company	No of shares	Price	Recommendation
Infosys	250	Rs 499.20	Hold
Wipro	133	Rs 219.43	Hold
Rail Vikas Nigam	780	Rs 18.50	Exit
MOIL	800	Rs 128.17	Exit
Power Grid	1,333	Rs 109.66	Hold

G Bothra: Kindly let me know what to do next as I am suffering huge losses.

Company	No of shares	Price
Idea	10,000	Rs 8.20
J P Associates	3,000	Rs 13.90
Yes Bank	7,500	Rs 14.30
RVNL	450	Rs 31.20

Ajit Mishra: Exit all the above stocks and invest in a staggered manner in stocks such as Britannia, M&M, V-Guard, Crompton Consumer, J K Lakshmi, Berger Paints and Kajaria Ceramics.

SR Nagesh: Please let me know your thoughts on my portfolio.

Thank you.

Ajit Mishra:

Company	No of shares	Recommendation
Deepak Fertilisers	1,100	Hold
Intellect Design	425	Exit on rise
Laurus Labs	450	Hold
NCC	4,400	Hold
Repco Home	50	Exit
SBI	750	Hold
Vaibhav Global	260	Exit on rise
Visaka Industries	340	Exit on rise

Tulasi Das: I am 40 years old. Am planning to invest Rs 50,000 per month.

Can you suggest which stocks I should invest in?

Ajit Mishra: Invest in staggered manner in stocks such as Britannia, M&M, V-Guard, Crompton Consumer, J K Lakshmi, Berger Paints, Axis Bank, ICICI Bank, Whirlpool, Polycab and Kajaria Ceramics.

Sharan Bidar: I have invested in Airtel and Indian Bank.

Please let me know if I should hold, add or exit them. Thanks.

Ajit Mishra: Hold and add Airtel on dips and exit Indian Bank.

Arup Banerjee: I had invested Rs 8,000 in Ujjivan Bank and Rs 20,000 in IRCON and holding for above one year.

Please advise whether to exit or hold.

Ajit Mishra: Exit both the stocks.

MJ: I am fairly new to investment and capital markets.

Can't figure out best investment options but would like to make a start.

I want to invest in the short term (12-18 months), mid term (24-30 months) and long term (max 36 months) with wealth creation in mind.

I am looking at portfolio management services (PMS) as the best option, like White Oak, Marcellus, Abakkus, etc...

Which one would you suggest for an overall 15 to 20 per return year-on-year? Fifty per cent equity exposure is okay.

Appreciate your advice. I don't want to go for retail investment of five MFs, five SIPs, etc. I don't have the time and energy to manage that.

Ajit Mishra: I am not closely following the performance of PMS schemes so I can't comment on the above-mentioned names.

In response to your second question, the combination of asset classes (equity, debt and gold) in your portfolio can be best judged based on your risk appetite and return expectation.

Gurumurti Natarajan: Dear Sir, I'd deeply appreciate your kind inputs on my portfolio as well as any other suggestions/recommendations.

Please advise on the following scrips; many thanks for your time, effort and inputs.

Ajit Mishra:

Company	Price	Recommendation
ITC	Rs 192	Hold
Sharda Cropchem	Rs 354	Exit
Motherson Sumi	Rs 250	Hold
LT Foods	Rs 57	Exit
Hind Construction Co	Rs 14.30	Exit
BHEL	Rs 75.60	Exit
Zee Entertainment	Rs 211	Hold
Federal Bank	Rs 74.60	Hold
Karur Vysya Bank	Rs 48	Exit
Ujjivan Small Fin Bank	Rs 32	Exit
Yes Bank	Rs 14.50	Hold
Coal India	Rs 134.60	Exit
MOIL Ltd	Rs 165	Exit
NMDC	Rs 159	Exit
ONGC	Rs 115	Exit
Cadila Healthcare	Rs 615	Hold
Container Corpn	Rs 712	Hold
TVS Srichakra	Rs 2,008	Hold

Ramesh Kumar Kamboj: I have following scrips. Have mentioned their quantity and purchase price.

Please guide for selling, shifting or adding to these.

Ajit Mishra:

Company	No of shares	Price	Recommendation
1. FAGBEA (SCHAEFFLER INDIA LTD)	5	Rs 4,619	Hold
2. SUNDRAM FASTENERS	30	Rs 497	Hold
3. WABIND	5	Rs 7,038	Hold
4. BASF CHEMICALS	30	Rs 1,843	Hold
5. BAYIR CHEMICALS	11	Rs 3,825	Hold
6. CARBORUNDUM UNIVERSAL	30	Rs 389	Hold
7. BERGER PAINT	20	Rs 757	Hold
8. ABBOTT PHARMA	5	Rs 4,152	Hold
9. AUROBINDO PHARMA	65	Rs 834	Hold
10. DR REDDY'S	7	Rs 4,078	Hold
11. CONCOR	39	Rs 448	Hold
12. TCI EXPRESS	25	Rs 722	Hold

Himanshu H Shah: I have following shares in my portfolio.

I am 60 years old and a medium to long term investor.

Please advise what I should do.

I also have surplus retirement funds of about Rs 50 lakhs.

What would be the best avenue to invest?

Ajit Mishra:

Company	Recommendation
Infosys	Hold
Wipro	Hold
TCS	Hold
Reliance	Hold
Concor	Hold
Tata Steel	Hold
HDFC Bank	Hold
ICICI Bank	Hold
Kotak Bank	Hold
GAIL	Exit
Tata Power	Hold
NMDC	Exit

You can further invest in a mix of equity, bonds, ETF and gold.

Ravindra Raj Mehta: I am holding 200 shares each of Nahar Poly Film and Nahar Spinning for last 20 years.

I got these shares out of conversion of Nahar Export shares.

I do not remember the cost of acquisition.

I need to have your valuable advice on these shares and their future prospects.

As such, I am holding these for last 20 years and am not in hurry.

Ajit Mishra: Exit all the stocks.

Shrikant: Please suggest for the below shares.

Ajit Mishra:

Company	Price	Recommendation
WIPRO	Rs 185.8	Hold
ICIBAN	Rs 322.8	Hold
TATSTE	Rs 340.0	Hold
IRCTC	Rs 1,234.0	Hold
SBICAR	Rs 558.3	Hold
TATMOT	Rs 76.7	Hold
YESBAN	Rs 18.0	Hold
YESBAN	Rs 14.2	Hold
IRFC	Rs 25.2	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.

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