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Stocks to build a long-term portfolio

‘I need your suggestion regarding which shares should I take for next 5 year?’

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

Amit Sharma: I am building my portfolio from last 3 years in following shares, kindly suggest if I need to add/delete or hold.

Ajit Mishra:

– Hul – Hold

– Reliance Industries – Hold

– TCS — Hold

– HDFC Bank- Hold

– HDFC- Hold

– Clariant Chem – Exit

Atul Gopalrao Kulkarni: I have Prabhat Dairy shares purchased 2 years before at 110 and Equitas holding shares purchased at 58. Kindly advise both.

Ajit Mishra: Exit both.

Bibhuti: I have hold 11200@36 NHPC share as an employee quota IPO since 2007. Should I sell or hold these please advise.

Ajit Mishra: Hold the stock

Pankaj Sachdeva: I have the following stocks at a high loss. Please suggest should I sell or average? I can wait for another year. I have the following stocks at a high loss. Please suggest should I sell or average:

Ajit Mishra:

Motherson Sumi @197 Prefer Subros

VEDL @ 224 – Hold

Zuari Global @160 – Exit

Ashok Leyland @89 – Can average around 55 if it comes or else hold.

Anil BC: I am planning to buy stocks of PVR and Infosys. Current price of Infosys is Rs.922/ and PVR is Rs. 1056/-. Can you let me know is it worth to invest on above 2 stocks right now? Pl. advice wether to hold/sell/accumulate this shares… I can Hold for 4-5 yrs if needed to accumulate. Awaiting your Reply. Thanks

Ajit Mishra:

Buy PVR in a gradual manner over the next one year.

Infosys can be bought on dips. (5-10% correction)

Darpan Patel: Pl. advise on my holdings:

Ajit Mishra:

1) Jain Irrigation System 700 shares @₹14.4 each – Exit

2) Ram Info. 500 shares @ ₹14 each – Exit

Shree Bhave: Kindly advise if Piramal Healthcare should be sold at the current level (about Rs 1500) or one should hold on?

Ajit Mishra: For long term, Hold.

Nitin Parikh: I have these shares. What to do hold or sell ?

Ajit Mishra:

Shankara Building Products 10 nos@1053 – Exit

Sterling and Wilson 19 nos @780 – Exit

Price pipes. 84 nos @178 – Hold

Rohit Kaul: Need your advice on below shares. Shall I hold/sell these shares. Any suggestion in shares that I can invest in. 

Ajit Mishra:

Yes Bank -100 @165.89 – Hold

ITC – 51@200.31 — Hold

Aarti Drugs – 20@706.21- Hold

Wipro – 6@288.30- Hold

SBIN – 2@328. 81- Hold

SBICards-19@755(IPO) – Hold

Quickheal49@225.23 – Hold

Idea -1000@7.39 – Exit

DeepakNitrate -25@294.81 – Hold

DeepakFerilizer -20@147.90 – Hold

brij bhushan: I have the following shares please advise. If possible please advise me a broker who charges less?. 

Ajit Mishra:

Alpha zeo 182.70 – Exit

Berger 506 – Hold

Diamond yd 584.40 – Exit

Equitas 59.39` – Exit

Parag 103 – Exit

Sail 36 – Exit

Schneider 86.30 – Exit

RAHUL BANKAR: My age is 2month in the share market, I am holding below share and kindly advice need to hold or sale, actually they are in red. Also please advice for penny stock which I want to buy and hold for long time. 

Ajit Mishra:

1) Idea -Exit

2) IDFC-Exit

3) PC jwellers-Exit

4) PNB-Exit

5) Relinfra-Exit

6) Tata Motors-Exit

7) Yes Bank-Hold

MOTAHER HOSSAIN: Sir, I have 1000 shares of network 18,what should I do? Hold or sell? If there is any good news then please suggest me whether I should but more share or not?

Ajit Mishra:  Exit

Gaurav Kanted: I would like your opinion on my current portfolio. I’m planning to hold it for 1-2 years and possibly add to it further. Thank you in advance for your valuable time and inputs. All prices below are avg prices I have bought for:

Ajit Mishra:

1) ASHOKLEY –  Rs 50 – 100 shares – Hold, can add more around 55

2) BANKBEES – Rs 215 – 10 shares – Hold, keep adding gradually for next 1 year.

3) GAIL – Rs 86 – 20 shares – Hold

4) HDFCBANK –  Rs 866 – 15 shares Hold 

5) IDFCFIRSTB – Rs 20 – 100 shares – Exit

6) ITC – Rs 160 – 10 shares. – Hold

Hanif Malek: I need your suggestion regarding which share should I buy for next 5 year target? 

Ajit Mishra: Reliance Industries (on dips), ICICI Bank, Axis Bank, Emami, Britannia Industries, Maruti, Dabur, Havells, L&T, Bharti Airtel and M&M

Arijit Kar: I am relatively new in stock market trading. I am experimenting and doing analysis on my own after doing a bit of learning. However I am facing loss as of now. Kindly suggest /guide me what to do in future?

Following are the details of my holding for long term 1 year view

Ajit Mishra:

Adani green -95 shares @379 – Exit

Clariant Chemicals- 19 shares @570(Special Dividend of 140 yet to receive) – Exit

Indiabulls housing finance – 23 shares @239 – Exit

Dmart – 6 shares @1996 – Hold

Relaince – 23 shares @1900 – Hold

Muthoot finance- 10shares @1247 – Hold

Shri Kerur: I have below shares holding from 2 years, please suggest me wether I can hold or exit.

Ajit Mishra:

CDSL – 100 @ 390/per share -Hold

HUDCO – 500 @ 92 / per share  – Exit

Vidyashree Koti: I hold below shares, please suggest to hold/sell.

Ajit Mishra:

Raymond 100 shares @342 – Exit

Future Retail 300 shares @140 – Exit

IndusInd 400 shares @560 – Exit

Krishna Raj PR: I AM HOLDING THE FOLLOWING SHARES. PLEASE ADVISE WHETHER I SHOULD HOLD OR SELL

Ajit Mishra:

TECH MAHINDRA  (AVERAGE PURCHASE PRICE: 585/-) – Hold

REYMOND (AVERAGE PURCHASE PRICE: 477/-) Exit

ITC (AVERAGE PURCHASE PRICE: 197/-) Hold

I WOULD LIKE TO HOLD TECH MAHINDRA IF IT CAN BE PROFITABLE FOR LITTLE LONG. I HAVE ONE MORE DOUBT. THE DIVIDEND IS BEING ANNOUNCED FOR TECH MAHINDRA ON 23 JULY. WHETHER THE SHARE PRICE WOULD GO DOWN OR UP AFTER DIVIDENT PAYMENT.

Ajit Mishra: Stock did run up after dividend announcement.

Amol Deogirakar: I wish to invest 5 lakh in stock market and can wait for a period of 3-4 years for return. Please suggest stocks for the growth.

Ajit Mishra: Reliance Industries, ICICI bank, HDFC Bank, Havells, Dabur, Emami, Britannia Industries, TCS and M&M

ankur kumar: Below is my portfolio. Kindly suggest what to sell and exit.

Ajit Mishra:

Sbi -Hold

Hul-Hold

Hindustan zinc-Hold

Voda Idea – Exit

Ambuja cements -Hold

Jyothi lab-Hold

Biocon-Hold

Itc-Hold

Mishra dhatu nigam-Hold

Titan-Hold

Hcl tech-Hold

Icici prudential-Hold

Gail india-Hold

Ongc-Hold

Wipro-Hold

Federal bank-Hold

Tata motors-Hold for atleast 2-3 years

Hindalco-Hold

Nmdc-Hold

Hpcl-Hold

Petronet Lng-Hold

Igl-Hold

Bharat electronics-Hold

Sail-Exit

Bpcl-Hold

Icici bank-Hold

Sunpharma-Hold

Vedanta-Hold

Ioc-Hold

Ntpc-Hold

Tech Mahindra-Hold

Emami-Hold

Au small fin bank – Exit

Granules-Hold

Aditya birla capital-Hold for atleast 2-3 years

Himatsingka seide- Exit

Powergrid corp-Hold

Dlf- Exit

Cipla-Hold

Axis bank-Hold

Jagran prakashan-Exit

Jindal steel-Hold

Hemanth Kumar: I have the following shares purchased at:

Ajit Mishra:

BHEL 500 shares @ 42 – Exit

BEL 285 shares @ 99.2-Hold

HUDCO 2000 shares @ 37.4- Exit

NALCO 1000 shares @ 36.7 – Hold

SAIL 1000 shares @ 36.4- Exit

Please recommend future course of action. 

Shreeram Godbole: I am holding 1200 shares of Avanti Feeds since last 3 years. At present I have lost almost 4 lakh. This stock fluctuates very violently. What do you advise on this stock?

Ajit Mishra:  Yes, it is highly volatile, if you have 2-3 year view then only hold or else exit.

I am also holding Aditya birla capital 1000 shares. Here also at present trading price I have lost 1.4 lakh. should I hold it or get rid of these stocks?

 Hold for atleast 2-3 years.

Nilanjan Ganguly: I am sharing with you my present portfolio along with the purchase price.

Ajit Mishra: Please advise whether should I hold, sell or buy these stocks.

1. Bajaj Finance  23 stocks @2850.00 each – Hold

2. Bata 2 stocks@1409.07 each- Hold

3. BPCL 20stocks@338.55 each- Hold

4. Eicher motors 2 stocks@17670.09each- Hold

5. Gail 50 stocks@77.76 each- Hold

6. HDFC Bank 40 stocks@1083.86each- Hold

7. ICICI Bank 20 stocks@ 374.14 each- Hold

8. L&T 50 stocks@1110.73 each- Hold

9. Relience 25 stocks @ 1183.36 each- Hold

10. SBI card 20 stocks@ 744.83 each- Hold

11. SBI 45 stocks@ 223.98 each- Hold

12. Tata motors 20 stocks@ 87.08 each – Hold for atleast 2-3 years

13. Tata Steel 30 stocks@274.18 each- Hold

14. Titan 25 stocks@ 974.51 each- Hold

Lokesh Yeolekar: 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.

Ajit Mishra:

1. TATA motors- Hold for atleast 2-3 years

2. Motherson sumi – Prefer Subros

3. Bombay dyeing – Exit

4. Idea -Exit

5. Yes bank – Exit

6. SBI card IPO – Hold

7. NBCC – Exit

8. Karur vyasa bank –  exit

9. Ashok Leyland — Hold

10. IOC- Hold

Nagaraju Pogulakonda: I am holding 250 shares of ERIS LIFE SCIENCES bought at Rs 500 level. Kindly convey your opinion on the same.

Ajit Mishra: Hold

Manish Murlidhar Mahajan: I have following share with long term perspective of 10 years to hold: 

Ajit Mishra:

Tata Motors – Hold for atleast 2-3 year

General Insurance Corporation – Exit

HDFC Bank – Hold

HDFC Insurance- Hold

ICICI Bank- Hold

ICICI Prudential Ins – Hold

Reliance Nippon Asset Mgt – Hold

SBI Cards – Hold

State Bank of India – Hold

Yes Bank – Risky Bet, Exit below Rs. 10

Coffee Day – Exit

Hindustan Unilever – Hold

ITC- Hold

Reliance Industries- Hold

Glenmark Pharma- Hold

Sun Pharma- Hold

NHPC- Hold

Arka Bose: Please review my holdings. I have a long term view of 10 years.

Ajit Mishra:

BASF – Exit

Bajaj finserv – Hold

Bajaj finance- Hold

Berger paints- Hold

Britannia industries- Hold

Colpal- Hold

Dmart- Hold

hcl tech- Hold

Hdfc- Hold

Hdfc amc- Hold

Hdfc bank- Hold

Hdfc life- Hold

Hul- Hold

Idfc first bank – Exit

Iolcp – Hold

Infosys- Hold

Irctc- Hold

Pidilite- Hold

Reliance- Hold

Sbi carda- Hold

Tcs- Hold

Please mail your questions to getahead@rediff.co.in with the subject line ‘Stock Market Query’, along with your name, and 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.

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