As the bellwether BSE Sensex and NSE Nifty trade above all time highs, readers worry about the stocks they should buy, hold or exit now.
Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Alok Nigam: Have PEL @1367 Qty-700. Kindly suggest what to do?
Ajit Mishra: Hold the stock for long term
Nikunj Vedak: Kindly guide regarding following holding. If you can suggest I can add/average or replace the stock. My horizon is more than 10 years.
Ajit Mishra:
| SONATA SOFT: 5500 @ 295 |
Hold |
| ITC: 4500 @ 215 |
Exit |
| NALCO: 20000 @ 46 |
Hold |
| HPCL: 2250 @ 255 |
Hold |
| HDFC LIFE: 800 @ 410 |
Hold |
| IBULLHSGF: 1550 @ 500 |
Exit |
| M&M Fin: 815 @ 130 |
Hold |
| YES BANK: 4500 @ 15 |
Hold |
| VODAFONE-IDEA: 11000 @ 9.3 |
Hold |
| HDFC AMC: 48 @ 1800 |
Hold |
| McDowell: 400 @ 595 |
Exit |
| ABBOT: 1 @ 18000 |
Hold |
| P&GHH: 1 @ 10150 |
Hold |
| SANOFI: 1 @ 8800 |
Hold |
| PFIZER: 2 @ 4200 |
Hold |
| HIKAL: 100 @ 165 |
Hold |
| AARTI DRUGS: 9 @ 3030 |
Hold |
| TTK PRESTIGE: 2 @ 5600 |
Hold |
| CLARIANT CHEM: 300 @ 585 |
Hold |
| CRISIL: 5 @ 1880 |
Exit |
vishal vats: I have these shares. Should I sell both of them or hold.
Ajit Mishra:
Axis bank 70 shares @462.50: Hold
BHEL 145 share@ 38.16: Exit
R J Palat: Need your advice on the following holdings and what more should I invest for 2-3 years, and for 5 lacs? Await your directions
Ajit Mishra: Apart from your portfolio, you can further invest in stocks such as Bata, Britannia, Bharti Airtel, Ashok Leyland, Crompton Consumers and Dabur. Buy the stocks in a staggered manner for the long term.
| 1. Auropharma 20 |
Hold |
| 2. Bajaj Con 50 |
Hold |
| 3. BOB 200 |
Exit |
| 4. BEL 50 |
Exit |
| 5. BHARAT FORGE 20 |
Hold |
| 6. BSOFT 100 |
Hold |
| 7. COCHIN SHIP 20 |
Exit |
| 8. CYIENT 45 |
Hold |
| 9. DELTACORP 100 |
Exit |
| 10. FSL 50 |
Hold |
| 11. GOLDIAM 50 |
Exit |
| 12. GSPL 20 |
Exit |
| 13. JYOTHYLAB 50 |
Exit |
| 14. M&M FIN 50 |
Hold |
| 15. MANALI PETRO 200 |
Exit |
| 16. NCC 100 |
Exit |
| 17. PACL 200 |
Exit |
| 18. RECLTD 50 |
Hold |
| 19. VRL LOG 20 |
Exit |
Uday Kiran: I have bought these shares. Please say your feedback sir regarding these shares.
Ajit Mishra:
| Yes bank 30 @13R.s |
Hold |
| Bharath electronics 10 @ 111.53 r.s |
Exit |
| Birla soft 50 @ 155r.s |
Hold |
| Marathon nextgen 10 @ 63 r.s |
Exit |
| Glenmark 50 @ 423 r.s |
Hold |
| Firstsour.solu 30@ 54r.s |
Hold |
| Himadri specialty 30@ 46 r.s |
Exit |
| Itc 100 @ 199 r.s |
Exit |
| SpiceJet 50 @ 51 r.s |
Exit |
| Tata power 50 @ 56 r.s |
Hold |
| Times guranty 20@ 27r.s |
Exit |
ABHIJIT ZENDE: I hold 1000 shares of Jain Irrigation Systems shares @ Rs. 31.19. Please advice if I should exit or average it and then exit. Thanks for your valuable guidance.
Ajit Mishra: Exit the stock
mohit makwana: I have invested in following companies. Plz let me know which stock to hold and which one to exit.
Ajit Mishra:
| Relaxo Footwear |
2 shares @633 |
- Hold |
| Federal Bank |
36 shares @ 54 |
- Exit |
| HindalCo |
17 shares @ 172 |
- Hold |
| Relaince Industries |
2 shares @ 2086 |
- Hold |
| Titan Co |
4 shares @. 1083.65 |
- Hold |
Anujam Venketesh: I hold below shares please let me know your opinion. I can hold for decent time but want to invest more money in shares however cannot as all above shares stand still whether market up or down. Please suggest
Ajit Mishra:
| Adani power 101 @ 27.555 |
Exit |
| edelwiss fin 200 @277 |
Exit |
| elecon eng 200@69 |
Exit |
| HBL power 1000 @ 50 |
Exit |
| L& T 15 @ 1077 |
Hold |
| minda industr 225@263 |
Hold |
| pc jeweller 100@ 150 |
Exit |
| punjab nat bank 100 @ 82 |
Exit |
| sanwaria cons 500 @ 14 |
Exit |
| south indian bank 500@18 |
Exit |
| sun pharma 11 @853 |
Hold |
| suzlon energy 1000 @ 9.55 |
Exit |
| suzlon energy 1051 @ 23.19 |
Exit |
| Tata motors 100 @284 |
Exit |
| tech mahindr 20 @ 534 |
Hold |
| texamco rail 50@ 147 |
Exit |
| vedanta 50 @208 |
Exit |
| viceroy hotels 1500@ 8.36 |
Exit |
| zicom electronics 25@ 130 |
Exit |
wadawadagi c m: Sir please advise for long term investment.
Ajit Mishra:
| Pnb @75/- 6000 nos |
Exit |
| IOC@120/-2000 nos |
Hold |
| Nalco@50/- 4000 nos |
Hold |
| Mother son sumos @155/- 2000 nos |
Exit |
| Ashok buildcon @120/_750 nos |
Exit |
| Ashok Leyland@90/-3000 nos |
Hold |
| L&T fin @85/- 2000 nos |
Hold |
URMIL PATEL: Hi. I got your reference from my friend. I am sharing my portfolio. I want to invest 2,00,000/- more for 6 months. Please guide me further, what to do? Hope for your support.
Ajit Mishra:
| 1. Alok industries. 500 share @ 38/- |
Exit |
| 2. BHEL 300 share@36.50 |
Exit |
| 3. Carborunudum Universal 50 share @ 286/- |
Exit |
| 4. Coal india 50 share@ 139/- |
Exit |
| 5. DLF 100@ 164/- |
Exit |
| 6. Federal bank 200@ 54/- |
Exit |
| 7. Gail India 100@ 102/- |
Hold |
| 8. HDC ASSET management 5@ 3200/- |
Hold |
| 9. ICICI securities @28 520/- |
Hold |
| 10. IDBI bank 200@ 45/- |
Exit |
| 11. Maithan Alloy 25@ 610/- |
Exit |
| 12. NIPPOn ETF gold 500@ 47.5 |
Hold |
| 13. Rallis india 100@ 322/- |
Hold |
| 14. RCI industries 100@ 222/- |
Hold |
| 15. RVNL 300@ 20.20/- |
Exit |
| 16. Supreme Petrochemical 50@ 400/- |
Hold |
| 17. Vodaphone 500@ 10.5/- |
Hold |
| 18. Yes bank 300@15.50/- |
Hold |
You can further invest in stocks such as Bata, Britannia, Bharti Airtel, Ashok Leyland, Crompton Consumers, Kansai Nerolac, Sudarshan Chemical and Dabur. Buy the stocks in staggered manner for long term.
Tanmoy Sarkar: Request your views on following shares for a long term (3+ years. Apologies for a little long list.
Ajit Mishra:
| SCRIP |
QTY |
AVG BUY PRICE |
ADVISE |
| TCS |
1,000 |
121.27 |
Hold |
| L&T |
2,000 |
293.29 |
Hold |
| RELIANCE IND. |
676 |
221.61 |
Hold |
| BAJAJ FINANCE |
340 |
1,498.84 |
Hold |
| AVENUE SUPERMARTS LTD |
500 |
1,157.15 |
Hold |
| HDFC BANK |
1,270 |
651.62 |
Hold |
| INFOSYS |
1,080 |
546.64 |
Hold |
| TITAN |
342 |
555.77 |
Hold |
| KOTAK MAHINDRA BANK |
350 |
942.97 |
Hold |
| ULTRATECH CEMENT |
40 |
67 |
Hold |
| WHIRLPOOL OF INDIA |
200 |
1,511.78 |
Hold |
| SBI |
1,000 |
108.6 |
Hold |
| HDFC LIFE INSURANCE |
500 |
393.11 |
Hold |
| L&T INFOTECH LTD |
75 |
1,568.66 |
Hold |
| PERSISTENT SYSTEMS |
100 |
579.05 |
Hold |
| HCL TECHNOLOGIES |
300 |
567.13 |
Hold |
| TATA CONSUMER PRODUCTS |
150 |
349.11 |
Hold |
| AMARA RAJA BATTERIES |
250 |
613.02 |
Hold |
| HERO MOTOCORP |
75 |
2,799.90 |
Hold |
| BHARAT ELECTRONICS |
2,100 |
101.01 |
Exit |
| MOLD-TEK PACKAGING |
519 |
255.82 |
Exit |
| GODREJ CONSUMER |
150 |
600.87 |
Hold |
| BHARAT FORGE |
250 |
457.51 |
Hold |
| CHOLAMANDALAM INVEST. |
680 |
240.98 |
Hold |
| HDFC |
170 |
1,806.97 |
Hold |
| J KUMAR INFRA |
1000 |
124.47 |
Exit |
| APOLLO PIPES |
50 |
435.04 |
Hold |
| FINOLEX INDUSTRIES |
200 |
549.31 |
Hold |
| UJJIVAN SMALL FINANCE BANK |
1,325 |
43.26 |
Exit |
| GAIL |
400 |
133.81 |
Hold |
| MARUTI SUZUKI |
105 |
7,229.67 |
Hold |
| ITC |
575 |
220.52 |
Exit |
| COCHIN SHIPYARD |
725 |
398.32 |
Exit |
| POWER GRID |
1,000 |
209.54 |
Hold |
| RITES |
550 |
314.71 |
Hold |
| BAJAJ FINSERV |
28 |
7,759.56 |
Hold |
| BODAL CHEMICALS |
1,000 |
135.18 |
Exit |
| UJJIVAN FINANCIAL SERVICES |
2,200 |
371.02 |
Exit |
Tapas Guin: Currently, the stock market is on upward trend. As per reports, the market is due for correction. At this level is it feasible to invest in the market?
I seek your kind advice in the matter. Also let me know at what level it will be prudent to invest. I prefer to invest only in fundamentally strong stocks for a minimum period of 3 to 4 years. Shall be grateful should you refer 4 to 5 fundamentally good stocks other than B2 and H2 stocks. Thank you and looking forward to your kind reply by return mail as per your convenience.
Ajit Mishra: You can invest in stocks such as Bata, Britannia, Bharti Airtel, Ashok Leyland, Crompton Consumers and Dabur, Kansai Nerolac, Sudarshan Chemical, HDFC AMC, ICICI Bank. Buy the stocks in staggered manner for long term.
Ananth Jadi: I have below shares on hold and in loss. Can you please suggest whether to Hold or wait or sell?
1. Adani Green - 120 No.s @ 404
2. Brightcom Group Ltd. - 2000 No.s @ 12.22
3. Mittal Life Style - 100 No.s @ 153
Ajit Mishra: Exit all the stocks
Korah Paul: Following your stock advice for beginners. Thank you for all the inputs we gather from your advice.
My current investment is stocks are in:
Ajit Mishra:
| Ashok Leyland. 900 @ 65 |
Accumulate |
| Tata motors 300 @ 3150 |
Exit |
| Maruti 30 @ 6800 |
Hold |
| Motherson sumi 600@ 139 |
Exit |
| Cholamandalam finance 500@ 148 |
Hold |
| L& T Finance 350 @ 70 |
Hold |
| Muthoot - 100@1125 |
Hold |
| Manapuram finance 100@ |
Hold |
| HDFC 100 @ 1140 |
Hold |
| ICICI 500 @ 369 |
Accumulate |
| FEDERAL BANK 2000@ 60 |
Exit |
| CITY UNION BANK 200 @ 127 |
Exit |
| Biocon 100 @ 400 |
Hold |
| Bharti airtel 300 @585 |
Accumulate |
| Cochin shipyard 250 @ 355 |
Exit |
| Dabur 25@ 495 |
Accumulate |
| ITC 275 @ 187 |
Exit |
| HCLTECH. 50 @ 723 |
Hold |
| TECH MAHINDRA 50 @ 710 |
Hold |
| L&T 50 @ 961 |
Hold |
| KNR CONSTRUCTION 250 @ 275 |
Hold |
3 points I seek from you.
1) Stock to exit, hold, accumulate?
2) Should I reduce my portfolio?
3) Any new stock you advice to buy from a minimum of 1-year perspective. Thank you sir once again.
Ajit Mishra: You can invest in stocks such as Bata, Britannia, Crompton Consumers, Kansai Nerolac and Sudarshan Chemical. Buy the stocks in staggered manner for long term.
ankur: I would request you to please advise on following stocks which I am holding. As an investor coming from a service background I have invested my savings into shares keeping in mind that I want to exit market in next 3 months by November or December... please suggest shall I hold on to these or sell.
And if possible what shall be the appropriate selling price for these shares.
Ajit Mishra:
| 1. HDFC Bank 200 shares @ ₹1036/ |
Hold |
| 2. Infosys 200 shares @ ₹953/ |
Hold |
| 3. Coal India 2000 shares @ ₹133/ |
Exit |
| 4. IndusInd Bank 100 shares @ ₹496/ |
Exit |
| 5. Nippon Gold ETF 10,000 @ ₹48.45/ |
Hold |
| 6. HDFC Gold ETF 100 @ ₹4905/ |
Hold |
| 7. Aarti Drugs 100 shares @ ₹3,100/ |
Hold |
| 8. Reliance Industries 115 shares @ ₹2000/ |
Hold |
| 9. SBI Cards 126 shares @ ₹600/ |
Hold |
| 10. HDFC Limited 59 shares @ ₹1675/ |
Hold |
| 11. Yes Bank 2,000 shares @ ₹55/ |
Hold |
| 12. Alok Industries 800 shares @ ₹47/ |
Exit |
| 13. NALCO 600 Shares @ ₹45.10/ |
Hold |
| 14. CIPLA 50 shares @ ₹664/ |
Hold |
| 15. Indraprastha Gas 1000 shares @ ₹45/ |
Hold |
| 16. SBI 500 shares @ ₹202/ |
Hold |
| 17. Bajaj Finance 50 shares @ ₹3400/ |
Hold |
Rajendra Singh: I own the following shares kindly suggest the course of action.
Ajit Mishra:
| Ashok Leyland(2117) @ Rs 85.76, |
Hold |
| Canfinhome(415) @ Rs 382, |
Exit |
| Delta corp(732) @ Rs 253, |
Exit |
| Future consumer(1855) @ Rs56, |
Exit |
| Granules(150) @ RS 120, |
Exit |
| HDFC Std life(25) @ RS 290, |
Hold |
| Heritage food(100) @ Rs755, |
Exit |
| ICICI Bank(150) @ Rs190, |
Hold |
| ITC(400)@ Rs237, |
Exit |
| Jindal stainless(2000) @ Rs54, |
Hold |
| Quick heal(300) @ Rs190, |
Exit |
| Rico auto(1050) @ Rs59.75, |
Exit |
| Union bank(645) @ Rs125, |
Exit |
| Yes bank(3488) @ Rs50, |
Hold |
| Meghmani organic(1020) @ Rs94.58, |
Hold |
| Morepen(10730) @ Rs26.61, |
Exit |
| REC(840) @Rs130 |
Exit |
| Bank of Baroda(400) @ Rs101, |
Exit |
| Axis bank(107) @ 424.16, |
Hold |
| Bajaj Finance(8)@2088.00, |
Hold |
| L & T(93)@ 1095, |
Hold |
| REC(1513)@118.51, |
Hold |
| SBI Cards(24)@747, |
Hold |
| State Bank(745)@243, |
Hold |
| Tata Steel(357) @344 |
Hold |
sneha jamgade: I am holding 60 shares of DLF bought at Rs 160.90 level. Kindly convey your opinion on the same.
Ajit Mishra: Exit the Stock
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.
