'I have inherited these stocks from my father after his death and hence have no idea at what price they were bought. Kindly advise which of these can be held or exit and at what level.'
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Jagruti: Please advise on the below shares. Also suggest some good shares to make profits in short term (6-8 months) & long term basis.
Ajit Mishra:
| Tata Motors 210 shares @ 97.51 |
Exit |
| Kingfisher Airlines- 250 shares @ 13 |
Exit |
| Aditya Birla Capital Ltd- 110 shares @161 |
Exit |
| HDFC Bank - 30 shares @ 1056 |
Hold |
| IDFC 300 shares @ 65.29 |
Exit |
| Indian Overseas 450 shares @ 61 |
Exit |
| Kotak mahindra 17 shares @ 1179 |
Hold |
| SBI Cards 19 shares @ 755 |
Hold |
| Yes Bank- 93 shares @218 |
Exit |
| ACC- 30 shares @1466 |
Hold |
| Polycab- 27 shares @538 |
Hold |
| Bharat Electronics Ltd- 75 shares @132 |
Exit |
| Future consumer- 400 shares @62 |
Exit |
| ITC - 68 shares @ 147 |
Exit |
| Delta Corp - 55 shares @ 270 |
Exit |
| Infosys- 4 shares @546 |
Hold |
| IRCTC 20 shares @ 1066 |
Hold |
| Glaxosmith - 10 shares @ 1191 |
Hold |
| Lupin- 50 shares @ 816 |
Hold |
| Marksons Pharma 720 shares @ 48 |
Hold |
Hardip One: Please provide your valuable feedback on my below portfolio from a long term perspective (i.e 3-5 year).
Ajit Mishra:
| Bandhan Bank |
200 |
Hold |
| M&M Finance |
300 |
Hold |
| Axis Bank |
80 |
Hold |
| Torrent Power |
100 |
Exit |
| Engineers Ind |
400 |
Hold |
| Tata Steel |
70 |
Hold |
| ICICI Prudent |
70 |
Hold |
| JustDial |
50 |
Exit |
| SPARC |
100 |
Hold |
| NTPC |
200 |
Hold |
| Bajaj Consumer |
100 |
Hold |
| Abbott India |
1 |
Hold |
| Karnataka Bank |
400 |
Exit |
| Alok Ind |
500 |
Exit |
| Aries Agro |
100 |
Exit |
Shails Soni: Sir please guide me on these stocks. I can hold the stocks for another 2-3 years also can invest moat.
Ajit Mishra:
| Vodafone - 2500 @ 18.16 now 8.16 |
Exit |
| Tourism finance corporation - 110 @ 155 now- 40 |
Exit |
| SpiceJet 400 @ 60 now 51 |
Exit |
| QuickHeal 50@201 now 131 |
Exit |
| PTC financial service 350 @ 36 now 19.5 |
Exit |
| Philips carbon: 115 @ 200 now 124 |
Exit |
| Graphite India - 70 @ 450 now 201 |
Exit |
| CPSE ETF - 1500 @ 25 now 18 |
Hold |
| Canara Bank - 200 @ 350 now 102 |
Exit |
Jem Saha: I have the following stock, please advice Hold / Sell
Ajit Mishra:
| ITC @ 132/ |
Exit |
| Pfizer @ 3260/ |
Hold |
| Sanofi @ 6550/ |
Hold |
| Force Motor @ 1750/ |
Exit |
| Graphite India @ 435/ |
Exit |
| IFCI @ 66/ |
Exit |
| ONGC @ 189/ |
Exit |
| SBI @ 286/ |
Hold |
| Vedanta @ 204/ |
Exit |
| Shakti Pump @ 286/ |
Hold |
Rahul Sachdev: Please advise about following companies:
Ajit Mishra:
| Bharti Airtel @551 CMP514 |
Hold |
| NTPC@96 CMP103 |
Exit |
| Eicher@2318 CMP2248 |
Hold |
| Godrej Consumers@700 CMP 681 |
Hold |
| Symphony @905 CMP930 |
Hold |
| Ashok Leyland@84 CMP71 |
Hold |
| Coal India@177 CMP142 |
Exit |
| Gail@103 CMP 99 |
Hold |
| ITC@239 CMP195 |
Exit |
Sunil Mundas: I'm having M&M Fin @ 142 - 30nos, Affle @ 1175 - 5nos, Caplin Point Labs @ 385 -20 nos, IOL Chemicals @ 355 - 40nos, Muthoot Finance @ 1165 - 5 nos, Biocon @ 430 - 10nos, Yes Bank @ 50 - 150nos, Reliance @ 1275 - 25 nos, Alok Inds @ 8.60 - 300 nos, Bajaj finance@ 2425 - 3 nos, Kiri Inds @ 490 - 25 nos. Please suggest what to do.
Ajit Mishra: Stocks you can hold are M&M finance, Affle, Muthoot, Biocon, Reliance, and Bajaj Finance. Else Exit all others
Dinesh Jain: advise for
Ajit Mishra:
| 1. hpcl. |
Hold |
| 2. Urja global |
Exit |
| 3. Lourens lab Lourens lab to hold/sell. 25 share |
Exit |
rajeev sri vastav: Good day to you. I am holding the below stocks in my portfolio. Please advise which ones to hold and which ones to sell for the long term. Also, request you to provide a few good stocks to hold for the long term.
Ajit Mishra:
| BHEL 50@40.50 |
Exit |
| FRETAIL 70@146.59 |
Hold |
| HINDALCO 10@200.00 |
Hold |
| JUMPNET 20@88.75 |
Exit |
| KOTAKBANK 5@1405.00 |
Hold |
| STRTECH 11@153.00 |
Exit |
| YESBANK 150@16.35 |
Hold |
sunil rane: I have purchased 1000 shares of spicejet @Rs 52 and also ITC 200 shares @Rs 170. Should I hold or sell? And if hold how long? Both these investments are made keeping a 2.6 to 3 yr term.
Ajit Mishra: You can Exit both stocks as these stocks may take some more time to revive. You can shift to better counters such as Dabur, Britannia and Indigo which can give you decent returns.
Abheesh Hegde: I have inherited these stocks from my father after his death and hence have no idea at what price they were bought. Kindly advise which of these can be held or exit and at what level:
Ajit Mishra: You can check with the broker for account details. Below is our view on stocks.
| 1 ADITYA BIRLA CAPITAL LIMITED EQ 350.000 |
Exit |
| 2 BANK OF BARODA EQ NEW FV RS. 2/- 201.000 |
Exit |
| 3 BANK OF INDIA EQ 20.000 |
Exit |
| 4 BANK OF MAHARASHTRA EQ 100.000 |
Exit |
| 5 BATA INDIA LIMITED EQ NEW FV RS. 5/- 40.000 |
Hold |
| 6 CANARA BANK EQ 40.000 |
Exit |
| 7 ELGI RUBBER COMPANY LIMITED EQ 84.000 |
Exit |
| 8 FACOR ALLOYS LIMITED EQ 500.000 |
Exit |
| 9 GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- 200.000 |
Exit |
| 10 GRASIM INDUSTRIES LIMITED EQ NEW FV RS. 2/- 250.000 |
Hold |
| 11 HIMATSINGKA SEIDE LIMITED EQ NEW FV RS.5/- 30.000 |
Exit |
| 12 HINDUSTAN UNILEVER LIMITED EQ F.V. RS 1 600.000 |
Hold |
| 13 IFSL LTD EQ NEW FV RE. 1/- 100.000 |
Exit |
| 14 INFOSYS LIMITED EQ FV RS 5 20.000 |
Hold |
| 15 ITC LIMITED EQ NEW FV RE.1/- 300.000 |
Exit |
| 16 LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 189.000 |
Hold |
| 17 PETRONET LNG LIMITED EQ 100.000 |
Hold |
| 18 PRISM JOHNSON LIMITED EQ 100.000 |
Exit |
| 19 PUNJ LLOYD LIMITED EQ NEW FV RS.2/- 50.000 |
Exit |
| 20 RELIANCE INDUSTRIES LIMITED EQ 300.000 |
Hold |
| 21 SRF LIMITED EQ 37.000 |
Hold |
| 22 STEEL AUTHORITY OF INDIA LIMITED EQ 50.000 |
Hold |
| 23 SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- 8.000 |
Hold |
| 24 THE KARNATAKA BANK LIMITED EQ 110.000 |
Exit |
| 25 UCO BANK EQ 100.000 |
Exit |
| 26 ULTRATECH CEMENT LIMITED EQ 45.000 |
Hold |
| 27 UNION BANK OF INDIA EQ 66.000 |
Exit |
| 28 UNITED BREWERIES (HOLDINGS) LIMITED EQ NEW 60.000 1 |
Exit |
| 29 VISHAL EXPORTS OVERSEAS LIMITED EQ NEW FV RS.1/-500.000 |
Exit |
Rudresh: Pls advise on below portfolio of stocks:
Ajit Mishra:
| Aurobindo pharma, 20 shares, purchased at the price of 818 Rs |
Hold |
| Bharat Electronics, 150 shares, purchased at the price of 110 Rs |
Exit |
| Birlasoft, 100 shares, purchased at the price of 170 Rs |
Hold |
| HCL Technologies, 300 shares purchased at the price of 717 Rs |
Hold |
| Infosys technologies, 50 shares purchased at the price of 949 Rs |
Hold |
| ITC, 100 shares purchase at the price of 195 Rs |
Exit |
| State bank of India, 50 shares purchased at the price of 219 Rs |
Hold |
| Tech Mahindra, 300 shares purchased at the price of 771 Rs |
Hold |
| Wipro technologies, 245 shares purchased at the price of 277 Rs |
Hold |
sudipta narayan biswas: presently I am holding (i) BEL, (ii) NIIT, (iii) DCB Bank and (iv) Prestige Estates. Kindly guide me on the future of these stocks.
Ajit Mishra: Exit all the stocks
Poojitha Prabhala: I am holding the following share please suggest if I should add more, hold, or exit. Please suggest if I should hold or add or exit.
Ajit Mishra:
| Idea |
26 shares @ Avg price 10.10 |
Exit |
| IDFC first bank |
39 shares @ 25.55 |
Exit |
| ITC |
10 shares @ 194.05 |
Exit |
| Lehar |
68 shares @ 21.90 |
Exit |
| Ongc |
12 shares @ 85.10 |
Hold |
| PILITA |
514 shares @ 6.27 |
Exit |
| Saintgobin |
25 shares @ 58.30 |
Exit |
| Sbi |
10 shares @ 179.45 |
Hold |
| Union Bank |
200 shares @ 29.40 |
Exit |
| Veto |
6 shares @ 50.60 |
Exit |
Shreenath A: I am looking to buy IndusInd Bank stocks (ideally at 614 rs). Looking at 2 years timeframe and target is 70%. Could you please provide any advice on this?
Ajit Mishra: Instead we would suggest you to buy ICICI, HDFC and Axis bank
bikramjit sen: I have the following shares and am a long term investor. Kindly share your views on them. Also out of these to which shares should i keep on adding for a long term 7-10 years approach. Also advise on a couple of shares which might give excellent returns over a long term period.
Ajit Mishra:
| Arvind Fashions LTD - 6 |
Exit |
| Arvind LTD - 34 |
Exit |
| Arvind Smartspaces LTD - 3 |
Exit |
| Bandhan Bank LTD - 100 |
Exit |
| BHEL - 273 |
Exit |
| HDFC AMC - 10 |
Hold |
| ICICI BANK - 38 |
Hold |
| ITC Ltd -100 |
Exit |
| L&T Ltd-29 |
Hold |
| Sun Pharmaceutical Industries Ltd - 62 |
Hold |
| Tata Motors Ltd - 250 |
Exit |
| Tata Steel Ltd - 50 |
Hold |
| The Anup Engineering Ltd – 1 |
Exit |
Narender chauhan: Please review my portfolio and suggest me for sell, buy & hold. I hope you give me best advice. Thanks in advance. My portfolio given below:
Ajit Mishra:
| 1 Gail india ltd 30 nos @ 95.55/ |
Hold |
| 2 Future retail ltd 15 nos @ 122.88/ |
Exit |
| 3 HNG 10nos @29.04/ |
Exit |
| 4 IFCI ltd 20 nos @ 6.87/ |
Exit |
| 5 Indian oil 10nos @87.30/ |
Exit |
| 6 Lemon tree hotels 10 nos @28.64/ |
Exit |
| 7 Yes bank ltd 100nos @ 14.80/ |
Hold |
| 8 RVNL 10nos @ 22.13/ |
Exit |
| 9 MRPL 20nos @ 33.42/ |
Exit |
JasInde: I'm holding a few clusters of shares and in most, I'm kind of facing loss. I'm planning to be a long-term investor but also want to have expert advice on it. If you possibly have some time on my query kindly suggest some shares where I can invest in the long term?
Ajit Mishra:
| Federal Bank - 106 |
Exit |
| Minda Industries Ltd– 316 |
Hold |
| SBI Cards – 755 |
Hold |
| SBIN – 370 |
Hold |
| GAIL – 157 |
Hold |
| IndusInd Bank – 1510 |
Exit |
| 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 |
CMA B Ravi Kumar: I have following shares in small quantities, please advise whether I can hold for long term or can change my portfolio with better stocks:
Ajit Mishra:
| Bajaj Finance - SIP mode |
Hold |
| Granules |
Hold |
| HCL Tech - SIP mode |
Hold |
| HDFC Life - SIP mode |
Hold |
| HDFCM GOLD ETF – SIP |
Hold |
| HEG |
Exit |
| IB HOUSING FINANCE |
Exit |
| ICICI BANK – SIP |
Hold |
| INDUSIND BANK |
Exit |
| ITC – SIP |
Hold |
| L AND T – SIP |
Hold |
| RELIANCE – SIP |
Hold |
| YES BANK - FOR LONG TERM |
Exit |
| CAPLIN POINT LAB |
Exit |
| EROS MEDIA |
Exit |
| FCONSUMER |
Exit |
| FUTURE LIFESTYLE |
Exit |
| FUTURE MARKETING |
Exit |
| FUTURE RETAIL |
Exit |
| FUTURE SUPPLY CHAIN |
Exit |
| ICICI PRU LIFE |
Hold |
| TRIDENT - for Long Term |
Exit |
| ZEE Ltd |
Exit |
Sridhara C: Dear Sir, my portfolio
Ajit Mishra:
| Ashokley 60 @ 51.92 |
Hold
|
| Cyient 433 @ 215.33 |
Hold
|
| Eveready 70 @ 105.14 |
Exit
|
| HDFC 7 @ 1576.14 |
Hold
|
| HDFC Bank 16 @ 917.5 |
Hold
|
| HDFCLIFE 16 @ 431.44 |
Hold
|
| ICICIBANK 50 @ 325.00 |
Hold
|
| INDHOTEL 505 @ 78 |
Exit
|
| KTKBANK 400 @ 39.63 |
Exit
|
| M&M 20 @ 268 |
Hold
|
| MARUTHI 5 @ 4050 |
Hold
|
| RELIANCE 16 @ 1244.81 |
Hold
|
| TATAMOTORS 100 @ 68 |
Hold
|
| TATASTEEL 40 @ 262 |
Hold
|
K Raghu: Let me know what to do with the following shares I m a short term investor:
Ajit Mishra:
| SBI 1000@190 |
Book profit around 245-260. |
| Bank of Baroda 3000@45 |
Maintain stop loss at 45 and book around 52. |
| Bharti Airtel 1000@ 455 |
Maintain stop loss at 480 and book around 500. |
Rohith Adiga: I am a starter in Stock Market & trading from the last 3 months. Below is the list of stocks I have purchased. Advice me to BUY additional stock, or HOLD or SELL
Ajit Mishra:
| HAL |
Hold |
| KOTAKBANK |
Hold |
| BAJFINANCE |
Hold |
| AXISBANK |
Hold |
| TATAMOTORS |
Hold |
| HGS |
Exit |
| HCLTECH |
Hold |
| ASIANPAINT |
Hold |
| TCS |
Hold |
| INFY |
Hold |
| RELIANCE |
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.
