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ASK AJIT: 'Accumulate', 'Hold' Or 'Exit'?

May 11, 2021 08:54 IST

'I am a long term investor and holding the below shares, please advise if to exit/ hold/or buy'.

Illustration: Uttam Ghosh/Rediff.com
 

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

Vinod Singhal: Please suggest on following shares I am holding:

Ajit Mishra:

Tata Elxsi 400 shares Hold
HDFC Bank 500 shares Hold
ICICI bank 500 shares Hold
Ultratech Cement 20 shares Hold
Ucal Fuel 225 shares Exit
Coal India 50 shares Exit
Hindalco 50 shares Hold

Srinivasa Rao Rekapalli: Kindly review the following stocks and let me know the course of actions such as 'Accumulate', 'Hold' Or 'Exit'.

Ajit Mishra:

United Phosporus Ltd 419.7 Hold
Mahindra & Mahindra 683.76 Hold
Amara Raja Batteries 778.18 Hold
Jamna Auto 71.55 Exit
IFB Agro Industries 354.43 Exit
Poly Cab 894.93 Hold
Deepak Nitrite 793.84 Hold
ITC 273.41 Hold
NCC 87.76 Exit
Larsen & Toubro 918.75 Hold
Sun TV 510.43 Exit
HDFC Bank 1097.59 Hold
ICICI Bank 421.97 Hold
SBI 229.18 Hold
HCL 818.15 Hold
Infosys 1019.95 Hold
Tata Consultance Services 2408.2 Hold
Tech Mahindra 827.47 Hold
Gujarath Gas 307.79 Hold
Mahanagar Gas 944.93 Hold
Castrol India 122.14 Hold
Coal India 126.37 Exit
NMDC 90.93 Exit
Adani Ports SEZ 386.17 Exit
Oil & Natural Gas Corp 181.91 Hold
Asian Paints 2046.2 Hold
Dabur India 509.37 Hold
Hindustan Uni Lever 2144.28 Hold
Gujarath State PetroNet 214.63 Hold
Aurobindho Pharma 829.74 Hold
Dr.Reddys Laboratories 2531.24 Hold
Sun Pharma 568.88 Hold
PetroNet LNG 237.65 Hold
Reliance Industries 2325.08 Hold
SAIL 85.59 Exit
Apollo Tyres 296.15 Hold

amit narvekar: I'm a long term investor. Time horizon of 10 years. I'm 40 years and looking for building portfolio of 2 Crores. My current investments are as follows for last two months:

Aarti Industries 10k, Apex Frozen 10k, Avanti Feeds 25k, Cipla 16k, Dabur 10k, Gufic Bio 20k, HDFC AMC 20K, HDFC Life 20k, IOL 8K, ITC 22K, LT FOODS 8K, TATA GLOBAL 20K, TRIDENT Ltd 12k.

Apart from above, I am investing 12k monthly in the above stocks.

Ajit Mishra: We would advise you to exit Apex Frozen, Avanti Feeds, and LT foods from above stocks. Other stocks mentioned can be accumulated.

Also, I have another free flow of 5.0 lacs which I can further invest.

Ajit Mishra: You can invest in stocks such as M&M, Bharti Airtel, Britannia, Axis Bank, Icici Bank, Lupin, Sun Pharma, TCS, HCL Tech.

Varun Sood: Could you please advise on the HOLD/Exit strategy for my portfolio.

Ajit Mishra:

Company/Scheme Name ISIN NO Available Quantity/Units Average Cost/share  
ADITYA BIRLA CAPITAL LIMITED  EQ INE674K01013 252 0 Exit
BANDHAN BANK LIMITED  EQ INE545U01014 50 502.04 Exit
GRASIM INDUSTRIES LIMITED  EQ NEW FV RS. 2/- INE047A01021 180 0 Hold
HDFC ASSET MANAGEMENT COMPANY LTD  EQ NEW FV RS. 5/- INE127D01025 13 1100 Hold
IMEC SERVICES LIMITED  EQ INE611C01012 1000 0 Exit
JSW ENERGY LIMITED  EQ INE121E01018 100 82.39 Hold
MANALI PETROCHEMICAL LIMITED  EQ NEW FV RS. 5/- INE201A01024 262 0 Exit
PC JEWELLER LIMITED  EQ INE785M01013 3000 52.51 Exit
PUNJAB NATIONAL BANK  EQ NEW FV RS. 2/- INE160A01022 1600 81.86 Exit
RAIL VIKAS NIGAM LIMITED  EQ INE415G01027 1000 19.83 Exit
RANA SUGAR LIMITED  EQ INE625B01014 1000 4.54 Exit
RELIANCE COMMUNICATIONS LIMITED  EQ INE330H01018 1000 5.29 Exit
STATE BANK OF INDIA  EQ NEW RE. 1/- INE062A01020 150 252.83 Hold
UCO BANK  EQ INE691A01018 1000 20.89 Exit
ULTRATECH CEMENT LIMITED  EQ INE481G01011 20 0 Hold
UNITECH LIMITED  EQ NEW FV RS.2/- INE694A01020 50 0 Exit
VODAFONE IDEA LIMITED  EQ INE669E01016 17000 4.32 Exit
YES BANK LIMITED  EQ NEW FV RS. 2/- INE528G01035 3775 40.24 Exit

ashutosh mohla: I am a long term investor and holding the below shares, please advise if to exit / hold/ or buy:

Ajit Mishra:

Ceat 150 shares Hold
Gateway distripark 250 shares Exit
Elgi equipment 2000 shares Exit
Kabra extrusion 200 shares Exit
Poly Medicare 1600 shares Exit
Subros 1100 shares Hold

Ammar: I am new to share market. Kindly suggest some suitable shares to invest for long term.

Ajit Mishra: You can invest in stocks such as M&M, Bharti Airtel, Dabur, Britannia, Axis Bank, Icici Bank, Lupin, Sun Pharma, TCS, HCL Tech.

Sharad Agarwal: Please give your Expert Advice on the Following Stock:

Kellton Tech Solutions Ltd; 5000 shares - Purchased at Rs 21

Please Advise on - Hold / Exit / Continue / Any other

Ajit Mishra: Exit the Stock

Nirav Shah: I have following stocks in my portfolio. Please provide your expert advice on the same:

Ajit Mishra:

1. J. B. Chemicals 200 Shares @ 117.70 Exit
2. Manali Petrochemicals 500 Shares @ 27.72 Exit
3. Syngene International 250 Shares @ 565.79 Hold
4. Ujjivan Financial Services 500 Shares @ 230.12 Exit
5. 3i Infotech 5000 Shares @ 3.75 Exit

Kriti Bajpai: I would love to get an opinion about the following stocks in my portfolio from sir. My horizon is 4-6 months.

Ajit Mishra:

Happiest Mind 200@370 (Hold or Exit) Hold
Icici Securities 150@ 448 (Hold or Exit) Hold
Vodafoneidea 2500@10 Exit
Infosys 50@1095 Hold
Sbicards 100 @826 Hold
Hpcl 130@212 Hold
Indianhotel 100@118 Exit
L&T 35@890 (accumulate?) Hold
Airtel 200@410 (accumulate?) Accumulate

Mark: I am holding the below stocks, could you please let me know if I can add any more stocks on dips or can hold any or do I need to sell any stocks. Any suggestions on this would be appreciated.

Ajit Mishra:

Company Quantity Average Buy Price    
Ashok Leyland Ltd. 100 93.3   Hold
Avenue Supermarts Ltd. 25 299   Hold
Axis Bank Ltd. 15 793.9667   Hold
Bandhan Bank Ltd. 45 375 IPO Hold
Computer Age Management Services Ltd. 12 1,230.00 IPO Hold
DCB Bank Ltd. 100 182.3   Exit
Dixon Technologies (India) Ltd. 20 2,870.75   Hold
General Insurance Corporation of India 96 433 IPO Exit
Greaves Cotton Ltd. 100 129.8   Exit
HCL Technologies Ltd. 10 513.3   Hold
HDFC Bank Ltd. 2 927.8   Hold
HDFC Life Insurance Company Ltd. 100 290   Hold
Hindustan Aeronautics Ltd. 24 1,190.00   Hold
ICICI Lombard General Insurance Company Ltd. 39 661   Hold
ICICI Securities Ltd. 80 337.22   Hold
Indian Bank 75 364.7667   Exit
Infosys Ltd. 150 508.8707   Hold
Karnataka Bank Ltd. 150 149.9333   Exit
Larsen & Toubro Infotech Ltd. 20 710 IPO Hold
Larsen & Toubro Ltd. 20 1,094.47   Hold
Mahindra & Mahindra Ltd. 20 690   Hold
Maruti Suzuki India Ltd. 12 6,544.73   Hold
Mishra Dhatu Nigam Ltd. 100 89 IPO Exit
Rail Vikas Nigam Ltd. 780 19.05   Exit
Reliance Industries Ltd. 35 862.44   Hold
Sandhar Technologies Ltd. 45 332 IPO Exit
Shalby Ltd. 85 205.2941 IPO Hold
State Bank of India 10 326.6   Hold
Tata Consultancy Services Ltd. 35 1,837.80   Hold
The New India Assurance Company Ltd. 60 234 IPO Hold
Varroc Engineering Ltd. 25 858.52 IPO Hold
YES Bank Ltd. 100 124.5   Exit

Tapan Kumar Mitra: I have following holdings: Please advice

Ajit Mishra:

Adani port  /100/361.00 Exit
Fed Bank / 300 /39.00 Hold
Havels India / 505.00 Hold
Jindal steel / 100/64.00 Hold
L&T /250 /  600.00 Hold
Mahendra Logistics/10/406.00 Hold
Motherson Sumi/ 450/152.00 Exit
NOCIL /250/102.00 Exit
Shriram transport /68/1153.00 Hold

GVDS SASTRY: I am holding the below stocks and want to purchase more every month for 15 years. Please suggest on the same.

Ajit Mishra:

1. Relaxo foot ware Hold
2. Tata Motors Exit
3. ITC Hold
4. Bajaj Finance Hold
5. Infosys Hold

Sanjay Gupta: I have started online trading for last 1.5 months. Please advise about following stocks I have bought during the period:

Ajit Mishra:

amber 10@2211 Hold
Balkishan 4@1720 Hold
biocon 25@423.90 Hold
Gland 10@1500 Hold
Idea 600@9.09 Exit
Indigo 12@1525 Hold
JSWSteel 10@312.8 Hold
Lemontree 200@30.77 Exit
ONGC 150@72.27 Hold
PFC 50@99.7 Exit
SBIN 40@250 Hold
Tata steel BSL 800@25.5 Exit
VEDL 40@105.55 Exit
Pennar Indu. 100@21.25 Exit

 

Brijesh Ramani: Kindly have a look at my stock portfolio and suggest for Sell / Hold / Add more.

Ajit Mishra:

Company Holding @ Price Recommendation
Aarti Drugs 80 @537.63 Hold
Aarti Industries 32 @871.02 Hold
Bhansali Polymers 602 @63.06 Exit
Dishman Carbogen 200 @177.55 Exit
Divis Labs 10 @2299.27 Hold
Future Consumer 3070 @10.81 Exit
Future Retail 200 @122.59 Exit
Federal Bank 100 @52.65 Hold
Granules India 130 @341.58 Hold
HDFC Life 60 @477.47 Hold
Hindustan Unilever 21 @1903.33 Hold
IDFC First Bank 315 @29.68 Exit
IOL Chemicals 100 @410.75 Exit
Laurus Labs 152 @280.08 Hold
PVR 26 @935.29 Hold
Vinati Organics 19 @880.95 Hold
Alankit 2500 @16.5 Exit
Glenmark 100 @343 Hold
Sun Pharma 210 @417 Hold

Gourav Dogra: I have bought 500 Gati shares at Rs 107. Will it go above 107. I can hold this for the long term. I have bought 350 coal india shares at Rs 208. This is at 130 right now. Please suggest what to do.

Ajit Mishra: Exit both the stocks

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.

AJIT MISHRA