Ajit Mishra, vice president, Research, Religare Broking, answers your queries:
Maninder: Please review my portfolio. Pl suggest to exit or hold or add.
Ajit Mishra:
Markson pharma @36 - Hold
Hdfc bank@1066 - Hold
Alok industry @35 - Exit
Igarashi motors@300 - Exit
Yes bank@14 – Exit if not under lock in
Balakrishnan industries @1201 - Hold
Bandhan bank@286 – Hold, or better choice would be to shift to ICICI Bank
L&T@ 900 - Hold
CDSL@245 - Hold
Parag milk@94 - Exit
Reliance industries@1700 - Hold
Techmahindra @699 - Hold
SPARC@293 - Exit
venky raju: Could you please suggest whether to Hold or Exit the below stocks.
Ajit Mishra:
1. MOREPEN - 1000 shares @ 40 Rupees. --- CMP 24 - Exit
2. Gujarat Mineral Development Corporation - 100 shares @ 140 --- CMP 50 - Exit
3. HUDCO - 100 shares @ 80 --- CMP 38 - Exit
4. Hindustan Foods - 50 Shares @ 600 --- CMP 772 - Hold
5. Himadri Speciality Chemicals Ltd - 250 shares @ 51 --- CMP 58 - Exit
6. Tamil Nadu Petroproducts Limited --- 200 Shares @35 --- CMP 41 - Exit
7. Tata Consumer Product s limited --- 25 shares @ 540 - Hold
8. Apex Frozen Food 100 shares @ 250 --- CMP 280 – Exit
9. Tata Chemicals 50 shares @ 310 --- CMP 337 - Hold
PRINCE MUKHERJEE: please tell me why are you suggesting to avoid adani green? I saw in one of your suggestions that u suggested some1 to exit Adani green .
Honestly, I couldn't get the logic. I am a beginner having 1.5 years of experience in the stock market. I don't see anything wrong with adani green .renewable energy is the word of the hour. adani being the largest company in the renewable energy space with a humungous order book and target the only negative is a huge debt but don't u think they can manage it? Please clear my doubt I am very interested in solving stock market puzzles.
Ajit Mishra: The huge debt and profitability remains a key concern. The strong traction in the renewable space is definitely a key positive for the company, but the same thing is yet to translate into earnings. Hence, exit the stock.
Avinash: can you plz advice me on my portfolio. thank you.
Ajit Mishra:
Ajanta pharma. 1635 - Hold
Bandhan bk. 322 - Hold
Eicher mot. 2183 - Hold
HAL. 129 - Hold
mangalam org. 602 - Exit
tata mot. 125- Hold for atleast 2-3 years
Parth Soneji: Could you please suggest if I should hold or exit on below stocks.
Ajit Mishra:
1.Alok Industries - Exit
2.Arvind - Exit
3.Bajaj Finance - Hold
4.Bandhan Bank - Hold
5.Cadila HC - Hold
6.ICICI Bank - Hold
7.ICICI Gold - Hold
8.Indigo - Hold
9.Indusind Bank – prefer ICICI Bank, Axis Bank
10.IOC - Hold
11.IRCTC - Hold
12.ITC - Hold
13.L&T - Hold
14.Raymond - Exit
15.SBIN - Hold
16.Yes Bank – Exit if not under lock in
Raunak Rajpal: I am a long term investor and hold the following stocks for the last 1 year or so. Please advise on the following stocks.
Ajit Mishra:
1. ITC 100 at 200.5 - Hold
2. Larsen and Toubro 41 at 792 - Hold
3. SBI Cards 40 at 660 - Hold
4. Bajaj Finance 5 at 1950 - Hold
5. Eicher Motors 5 at 16795 - Hold
6. Ashok Leyland 100 at 58 - Hold
7. Idfc First Bank 180 at 32.5 - Exit
8. Himadri Speciality Chemical 300 at 48 - Exit
Yogesh Shivajirao Taware: I have below shares
Ajit Mishra:
1- Ashok Leyland - 300 shares @75 - Hold
2- Idea - 30000 shares @11 - Exit
3- Yes Bank - 300 Shares @31 Exit if not under lock in
4- Tata motors - 350 Shares @215 – Hold for atleast 2-3 years
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 - Hold
BHEL – 273 - Exit
HDFC AMC – 10 - Hold
ICICI BANK – 38 - Hold
ITC Ltd -100 - Hold
L&T Ltd-29 - Hold
Sun Pharmaceutical Industries Ltd – 62 - Hold
Tata Motors Ltd – 250 – Hold for atleast 2-3 years
Tata Steel Ltd – 50 - Hold
The Anup Engineering Ltd – 1 - Hold
Harsh Bhatt: please review my portfolio
Ajit Mishra:
SBI CARD 19@ 755 -- Hold
SBI LIFE 21@ 700 - Hold
Reliance 10 @800 - Hold
Power grid 10 @126 - Hold
HDFC BANK 6 @645 - Hold
Hudco 100 @60 - Exit
Suzlon 600@ 18.68 - Exit
AB CAPITAL 50@ 163 - - Hold for atleast 2-3 years
Ashok Leyland 60@128 - Hold for atleast 2-3 years and try to add more at around 60
Asian paint 2@1530 - Hold
Berger paint 5@475 - Hold
FSL 50@39 - Exit
HEG 1@3893 - Exit
Hero moto 4@3088 - Hold
ICICI bank 20@421 Hold
India cement 200@ 121.5 Hold
Axis bank 5@580 Hold
L&tfh 230 @68.5 Hold
L&t 7@978 Hold
Maruti 1@9110 Hold
Mircelectronic 100@48 - Exit
Yes bank 1000 @46 – Exit if not under lock in
CPSE ETF 2024 @24.69 - Hold
Hind zinc 10 @281 Hold
Wipro 47 @283 Hold
amit sahni: I have portfolio as stated below. Kindly suggest for holding or selling and at what values.
Ajit Mishra:
1.) Bandhan Bank 870@ 298 - Hold
2.) Alok industries 7000@ 21 - Exit
3.) Yes bank 8000@ 16.5 – Exit if not under lock in
4.) Adani ports 180@ 343 - - Hold
5.) Hindpetro 180@ 212 - Exit
6.) Jump networks 1000@ 91 – Given the run up, book profits
Syed Shah: Pls suggest below
Ajit Mishra:
Yes bank CMP 15200 @15.36 – Exit if not under lock in
Reliance CMP 50@ 2101 - - Hold
Alkalymine CMP 93@3270 - Hold
Muthoot finance CMP 100@1190 - Hold
Sundara Narayanan: A small time stock market investor having the following stocks and looking for 2 to 3 year's holding periods. your advice will be highly appreciated.
Ajit Mishra:
Yes bank@16.50 - 1000 shares – Exit if not under lock in
Petronet lng@ 253 - 30 shares - - Hold
AB Capital@ 62.31 - 250 shares – Hold for atleast 2-3 years
FConsumer@ 11.66 - 250 shares - Exit
Tata Power@57.17 - 150 shares - Exit
Ushamartin@24.57 - 350 shares – Exit
Adani enterprises@ 251.30 - 100 shares - Hold
Vodafone idea@9.35 - 1000 shares - Exit
Shree Renuka sugars@ 9.75 - 1000 shares – Highly volatile, exit
Nitin Rajan: I am a long term investor and for below stocks have planned exit on rallies approach. Can you give your views or suggest alternatives?
Ajit Mishra:
1) Tata Elxi 58@970 - Hold
2) Auro pharma 38@770 - Hold
3) God consumer 50@679 - Hold
4) Cupid 50@200 - - Hold
5) New India Insurance 150@150 - Exit
6) ACC 17@1650 - Hold
Veer Sharma: I have following shares what will you suggest
Ajit Mishra:
1 Blue Coast - 200 @ 3.45 - Exit
2 Future Consumer - 95 @ 6.23 - Exit
3 Reliance capital - 100@4.57 - Exit
4 Yes Bank - 468@17.53 - Exit
5.Viceroy hotel - 1000@1.96 - Exit
6.Lakshmivilas bank - 1000@13.24- Exit
Abu Thomson: Please provide a view on my portfolio and advise changes for reducing risk. My holdings and price
Ajit Mishra:
IOC @91.43 - Hold
NLCIINDIA @45.75 – Exit
Nmdc @78.25 - Hold
RECL @92.75 - HOld
RVNL @19.69 -Exit
South Indian bank @7 - Exit
rajesh gopisetti: I am holding the below and planning to buy few more stocks. Please advise whether holdings to be continued and other stocks planning are good or not?
Ajit Mishra:
Current Holdings:
ITC@250----500Quantity - Hold
NBCC@45--2000Quantity - Exit
Infosys@630--50Quantity – Hold, add on dips
Indian Hotels@112--100Quantity – Hold for atleast 2-3 yeas
BHEL@50---250Quantity - Exit
Planning to add below stocks for 3years term:
HDFC LIFE INSURANCE - buy
ICICI BANK - Buy
L AND T - Buy
HDFC BANK – Buy
MARUTI – Buy on dips
TATA CONSUMER – Buy on dips
BALRAMPUR CHINI – Avoid, highly volatile sector
RAVIRAJ HARIHARAN: I am holding 100 nos. of Garden Reach Shipbuilders & Engineering @ 240. Should i Hold or Sell it?
Ajit Mishra: Hold
Dharamchand Jain: This is my portfolio. kindly advise what to hold, what to exit, what to add.
Ajit Mishra:
1) Apollo Tyres -100 @ 130 - Hold
2) Axis Bank -50@ 453 - Hold
3) Bank of Baroda- 200@ 56 – Prefer SBI
4) Bombay Dyeing -400@ 77 - Exit
5) HCC -500@42 - Exit
6) GAIL - 100 @102 - Hold
7) ICICI BANK -59@ 386 - Hold
8) RELINFRA 500@ 35 - Exit
9) EXIDE 100@ 160 - Hold
10) BHEL 150@42 - Exit
11) L&TFH 200@ 70 - Hold
12) NCC 200@ 42 - Exit
13) RBL BANK 200@ 185 – Hold, but prefer ICICI Bank
14)WELCORP 200@ 95 - Exit
15) HPCL 100@ 220 - - Hold
16) IRB 100@ 129 - Exit
17) IDEA 1600 @ 40 - Exit
18)JISLJAL 500@ 41 – Did not get the name
19) VGUARD 100@191 - Exit
20) IDBI 200@ 45 - Exit
21) IDFCFIRST BANK 200@ 44 - Exit
Pranab Basak: I HAVE PURCHASED IDEA @10.30; RELIANCE @2170 AND BANDHAN BANK @337 SHALL I BOOK LOSSES OR AVERAGE OR HOLD. PLEASE SUGGEST SIR.
Ajit Mishra: We would recommend exiting IDEA. Hold Reliance and Bandhan Bank for long term.
Ram: I am holding 2000 stocks of ORCHID PHARMA @ Rs.20/share. Now it's delisted. Now taken over by a very big strong group DHANUKA AGRO promoters through NCLT Auction. It may relist in next few months. Should I come out of it after relisting OR wait for 4-5 years.?
Ajit Mishra: We would recommend to exit
Shankar: I am into equity market more than 7 years and would like to get an advise from an expert like you on the following stocks. Please advise your opinion on above stocks and your response is highly appreciated.
Ajit Mishra:
Bank of Baroda - 80 @rs.189 – Prefer SBI
Bank of India - 750@rs.177 - Exit
Capacite infra project - 217 @ rs.195 – Can hold
Indian bank - 200 @ rs.65 - Exit
Ioc - 1320@rs.145 - Hold
Inox wind - 350@rs 149 - Exit
ITC - 200@rs.195 - Hold
Jain irrigation - 1500@rs.15 - Exit
Jaiprakash associate - 500@rs.26 - Exit
Jindal stainless - 300@rs.54 – Highly volatile, look to exit
Kitex garments - 100@rs.147 - Exit
Kwality LTD - 7000@rs.24 - Exit
Ongc - 150@rs.101 - Hold
Sail - 200@rs.63 - Exit
Sanwari consumer limited - 7300@rs.13 - Exit
Suzlon - 1500@rs.7 - Exit
Jammu Kashmir bank - 500@rs.86 - Exit
South Indian bank - 7300@Rs.16 - Exit
Zee learn - 700@rs.30 – Exit
Illustration: Uttam Ghosh/Rediff.com
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.
