Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Suraj Akkinapelli: I have bought shares of POLYCAB INDIA, L&T TECHNOLOGY SERVICES, HCL TECH, M&M, MOTHERSON SUMI, NATCO PHARMA, KEC INTERNATIONAL, DCM SHRIRAM, L&T INFOTECH,ASHOK LEYLAND (all in equal amount) for the LONG TERM 5 YEARS
PLEASE SUGGEST ABOUT THESE SHARES WHETHER I CAN HOLD FOR 5 YEARS FOR GOOD RETURN
Ajit Mishra: Yes all stocks can be held for 5 years.
abhijit vaidya: I am new to stock market and have purchased following stock over last few months.
Ajit Mishra:
AU small finance - Hold
Ujjivan finance - - Hold
ICICI bank - Hold
Axis Bank - Hold
HUL - Hold
Bajaj finance - Hold
Manapurram finance - Hold
Hdfc bank - Hold
HDFC LTD - Hold
Cipla - Hold
Cadila - Hold
Biocon- Hold
Aurbindo Pharma - Hold
SBI Life - Hold
TCS - Hold
INFOSYS - Hold
Tech Mahindra - Hold
ITC - Hold
Bata - Hold
Tata steel - Hold
Ultratech - Hold
JK Lakshmi - Hold
Tata coffee - Hold
Tata consumer - Hold
Reliance Ltd - Hold
Grasim - Hold
L&T - Hold
Federal Bank – Prefer ICICI Bank
venkitasamy lakshmanan: Please advise for long term investment
Ajit Mishra:
1.TECHMAHENDRA 25NOS - Hold
2.MARICO 10 NOS - Hold
3.INDRAPRASTHA GAS 10NOS - Hold
4.INFY 10NOS - Hold
5.EXIDE 25NOS - Hold
6.GRANUELS 25NOS - Hold
7.ADANI GREEN 25 NOS- Exit
8.ITC 25 NOS - Hold
9.IRCTC 5NOS - Hold
10.AVENUE MARKET 3NOS - Hold
11.VODAFONE IDEA 100NOS - Exit
12.SOUTH INDIAN BANK 200NOS - Exit
13.TATA CHEMICALS 20NOS - Hold
14.SHOBHA 25NOS - Exit
PL ADVICE YOUR VIEWS
N.V.Satyanarayana: I had purchased 2000 shares of NALCO at 38.55 and two other stocks. Please give your suggestion.
Ajit Mishra: Hold Nalco for at least 2-3 years
1000 shares of JK Paper at 98.15 - Exit
10000 shares of Agritech at 34.79 - Exit
vivek nagarajan: Greetings of the day, Am Vivek, Am a fresher to Indian stock market, I have started stock market investment from April 2020, I have invested 10 Lac as of now, and am planning to invest 50,000 every month for 15 to 20 years, Please tell me which stocks I have to concentrate on long term perspective.
Ajit Mishra: Large Caps – Reliance Industries, ICICI bank, M&M, Bharti Airtel, HUL, Britannia Industries, Dabur, HDFC AMC, Infosys, HDFC Life, Cipla
Midcaps – Havells, Titan, Crompton Greaves Consumer, Whirlpool of India.
MADAS CHANDRA SHEKHAR: Can you give me your suggestion for below Shares shall I Hold or not. Please give your suggestions on above shares.
HAL 12*1319 - Hold
DYNAMATIC 5*734 - Exit
BSOFT 16*137 - Hold
ADANIENT 10*198 - HOld
HCLTECH 5*710 - Hold
HUL 3*2235 - Hold
Sagar Sherlekar: Suggest on following stocks
Ajit Mishra:
Yes bank taken at 16 – Exit if not under lock in
Raymond taken at 290 - Exit
Jsw energy taken at 58.15 - Exit
Eihotel taken at 90.25 – Prefer Indian Hotels that too for 2-3 years holding
Lupin taken at 993 - Hold
suprotim de: Please advice me on the following stocks. My investment timelines are between 15 to 18 months.
Ajit Mishra:
Rain industries 350 shares @ 310 - Exit
Dilip buildcon 150 shares @ 770 - Exit
Hdfc amc 120 shares @ 2900 - Hold
Irctc 60 shares @ 1340 - Hold
Icici bank 100 shares @ 372 - Hold
Axis bank 80 shares @ 348 - Hold
Indiabulls 100 shares @ 248 - Exit
Idfc bank 1400 shares @ 31.50 - Exit
Bharat forge 100 shares @ 493 Hold
Federal bank 500 shares @ 53 – Prefer ICICI Bank
RVNL 1500 shares @ 22.80 - Exit
Infosys 60 shares @ 940 - Hold
Yes bank 400 shares @ 13 – Exit if not under lock in
Maruti 8 shares @5610 – Hold
Manoj Manu: Need your opinion on my portifolio. I can hold this portifolio for 2 years.
Ajit Mishra:
Arvind limited @38.87rs ---200shares - Exit
Cipla @ 662 --- 100 - Hold
Glenmark @ 463 ---100 - Hold
Hdfc bank @1010 --- 130 - Hold
Hdfc life @624 --- 100 - Hold
Icici bank @333 ----200- Hold
Kec international @ 247 ---100 - Hold
KEI industries @391 ---100- Hold
Marksans pharma @ 23 ---3000- Hold
Sbi cards @760 ---100- Hold
Strides pharma @ 461 --- 150 - Hold
Yes bank @16.67 --- 30000shares – Exit if not under lock in
Nazish Syed: I am a new investor & will be a long term investor. Below is my portfolio. Please suggest should I hold or sell?
Ajit Mishra:
Future consumer 103 shares @Rs. 49 - Exit
Rossari biotech: IPO 35 Shares @Rs. 475 – Book atleast half profits
Alok industries: 640 shares @ Rs. 39 - Exit
Eicher motors: 1 share @ Rs. 2327 - Hold
robert rajiv: I dont have a Demat a/c and have not invested or aware of stock market. I would like to invest my savings for long term with better returns and security. please suggest which stocks to buy. I have a savings a/c with HDFC who are giving preferred customer discounts on Dmat can I take it. is investing in gold and govt bonds better in this situation. Please advise.
Select the broker of your preferred choice where you get quality service and value for money.
Ajit Mishra: In terms of investment, we would recommend to not stick to one asset class and diversify across asset classes (Equity, Debt and Gold) depending on your risk appetite. For equities, stick to blue chip companies.
Nitesh: I have following stocks. I would appreciate your views on the same.
Ajit Mishra:
EID Parry @ Rs. 206 – Highly volatile sector, Avoid
Gujarat Gas @ Rs. 230 - Hold
KEC International @ Rs. 299 - Hold
HG Infra @ Rs. 231 - Exit
UPL @ Rs. 410 - Hold
ICICI Bank @ Rs. 348 - Hold
Pidilite Industries @ 1,408 - Hold
JasInde: I have these shares. If you possibly have some time on my query kindly suggest some shares where I can invest in the long term.
Ajit Mishra:
Karnataka Bank – 94.50 - Exit
PNB – 86 - Exit
Indiamart – 1270 - Hold
UPL – 641 -Hold
LT – 1597 -Hold
COFORGE (NIIT TECH) – 1351 -Hold
Parag Milk – 271 - Exit
Varun Beverages – 652 - Hold
HFCL – 22 - Exit
India Bulls Housing – 718 - Exit
Cox & Kings – 42 - Exit
KSE Ltd – 1242 - Exit
monojit sharma: Should I buy IndusInd bank shares and hold them till next year? Also please suggest about below share hold or exit.
Ajit Mishra: It's better to stick to large private sector banks at this point. So HDFC Bank, ICICI bank, Kotak bank and Axis Bank would be preferred choice
Lemontree 1000 shares: Prefer Indian Hotels that too for 2-3 year
BOB - 500 share. – Prefer SBI
IIFL - 500 Share. - Hold
jubup: I have 1900 shares of Alok Industry ltd @ Rs 28.00. I am ready for holding for 3 to 4 years. Is it worth?
Ajit Mishra: No, we would recommend to exit.
Manoj N G: Request your advise on the following
My current portfolio is
Reliance-70% - Hold
Balance-30% in the below scripts
All these I entered in last 2 months.
I want to invest more in equity and my plan is to have all future investments in Reliance which I feel will give Better returns in long run.
I am looking at minimum of 5 years horizon.
Ajit Mishra:
1.TCS - Hold
2.Infosys - Hold
3.HCL - Hold
4.Tech Mahindra - Hold
5.ITC- Hold
6.IDFC FIRST - Exit
7.Federal Bank - Prefer ICICI bank
8.NBCC - Exit
10.ICICI Prud - Hold
11.Cipla - Hold
12.Auro Pharma - Hold
13.IRCTC - Hold
14.Bharti Airtel - Hold
15.Yes Bank Exit if not under lock in
16.HDFC Bank- Hold
Raghavendrachar B: Kindly advise me about following scrips I am holding.
Ajit Mishra:
Deepak fertilizer 1500@ 265 – Look to exit
Man Industries 2500@121 – Look to exit on rise
Sarda Energy 900,@284 – Look to exit
Trejhara 2000@113 - Exit
Murali Krishna: I am holding
Ajit Mishra:
Equitas Holdings share @ Rs 56/- Exit
Manappuram Finance @ 173 – Hold
Suven pharma @ 693 – Hold
Sun pharma @ 533 – Hold
Place advise prospects and as to hold or sell
Riyaz Sayed: Need advise on below stocks from 3-5 yrs perspective: And future ipo like NSE and CAMS. 1 lakh invested in each of above
Ajit Mishra:
NSE IPO – We can update once the details are out.
CAMS – We have a positive view, Can Hold and fresh buying on dips
3M India – Hold
Asian paints – Hold
Berger paints – Hold
Biocon – Hold
Nestle – Hold
Pidilite – Hold
TCS– Hold
Titan– Hold
ITC– Hold
Kotak Mahindra BK – Hold
HDFC Life– Hold
SBI cards – Hold
Abbott– Hold
Please mail your questions to getahead@rediff.co.in with the subject line 'Stock Market Query', 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.
