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Chat Transcript

02 Sep - 10:00 hrs

Sharmila Joshi | sharmilajoshi.com


What is a good investment right now?

Chat Transcript

mjsgujral: Next target for cipla?
Sharmila Joshi: Around Rs 410
guest: I have 50 lakhs to invest. Where do I put for aggressive gains. I have invested in FD @9%. Since I have all of it in SBI, I am not confortable. If SBI bank goes down, I will get back only 1 lakh. What a shame. Need better and safer avenue for excellent returns
Sharmila Joshi: Put part of your funds in equity and go for blue stocks, alternately put money in Mutual funds tracking the Nifty or Sensex - but do a SIP. Even in stocks ideally do a SIP, That way you can bring down your FD holding gradually till it is 40: 60 - with 60% in equity
guest: i am invested in axis bank @377 what is your view for 1 year in this stock
Sharmila Joshi: hold
guest: KPIT Tech is a good investments at this stage ?
Sharmila Joshi: yes, but you will have to hold for more than one year to make decent returns
qureshi96: i am invested in TATA motors @518 what is your view for 1 year in this stock
Sharmila Joshi: 1 year view is good, but your buying price is a little high, you may need to average at lower, also if you are retail long term investor I would advise you to buy Tata Motor DVR
jsssmk: any co for 5 years holding
Sharmila Joshi: Buy Dabur, ICIC Bank, Motherson Sumi with a 5 year view
Sharmila Joshi: yes
jsssmk: mindtree outlook can it be next infosys
Sharmila Joshi: No, but its a good stock, I also like tech mahindra
ishaanvalueinve: Dear Sharmila Mam, What are your view on BHEL and Beml and How Good is it a strategy to go with PSU Stocks
Sharmila Joshi: I like both, I like quite a few PSU stocks, but I don`t buy stocks only because they are PSU, I am not very much in favour of PSU banks just now for instance, but BHEL I like
guest: Hi Sharmila, Do you have some mid cap ideas to invest now? Also request your view on Tata Elxsi & Tata Metaliks
Sharmila Joshi: I like SIntex Jain Irrigation VIP industries, don`t really have a view on Tata Elxsi and Tata Metaliks
shubhatushar: I have eicher motores @6200/- what should i do?
Sharmila Joshi: hold
hssuresh: can u suggest 2 mid cap buys with 2 years view?
Sharmila Joshi: TVS Motors, Motherson Sumi
guest: Hi sharmila your vieew in EID PARRY
Sharmila Joshi: Hold with a rs 250 tgt
tanu20144: pl. name two stocks in pharma sector at this level
Sharmila Joshi: I still like sun pharma dr reddy and cipla also jb chem and biocon
guest: 50 lkh to invest... thanks for yr advise. Pls give a couple of excellent blue stocks that you advised. Thanks!
Sharmila Joshi: buy one IT - either TCS or HCL Tech, buy one pharma - Sun or Dr Reddy, buy one bank - either ICICI or HDFC Bk, buy one metal - Hindalco or Tata Steel, buy one Infra - L&T
qureshi96: i am invested in Ambuja cement @217 AND TCI @353 what is your view for 1 year in this stock
Sharmila Joshi: I like Ambuja, in TCI there is not much volume
guest: Sir, request you to please advise on shares on a long term trajectory, which are under-rated as we speak
Sharmila Joshi: if you consider earnings with a 2 year view a lot of stocks are undervalued - buy metals and infra if you like high beta and some safety stocks like IT pharma fmcg - that ail give you a good balanced portfolio
guest: How about greenply ?
Sharmila Joshi: good, also century ply
guest: what could be the next target for reliance infra
Sharmila Joshi: rs 650/- 9 month tgt
hssuresh: your opinion on Dishman Pharma , JK bank & Tata global with 2 years view
Sharmila Joshi: all hold
guest: any comments on andhrabank,jsw energy,opto circuit & jktyre?
Sharmila Joshi: I like jk tyre and andhra jsw and opto are ok but both have problems - so you may not see immediate upside
guest: I bought Granular India 356 what is tgt
Sharmila Joshi: Do you mean granules? Its a hold, tgt Rs 850/- - 9 months
tanu20144: pl, comment on opto circuit
Sharmila Joshi: Because of debt issues and borrowing opto circuit has taken a big hit, there is indication that things could be getting better but its a better to wait it out for a couple of more quarters
guest: HEllo sharmilaji, what is your view on TATA Elaxi @ 598-600.?? for long term..
Sharmila Joshi: Its good, one year view tgt Rs 695/-
guest: one can swith over to rpower from jsw energy?
Sharmila Joshi: no - jsw better, also consider tata power
guest: Hello Sharmila Ji I am Holding 700 Tata Global from a long Time.No movement seen in this FMCG Stock.Should I Exit or Hold..I am long term investor
Sharmila Joshi: I like the stock tgt rs 190/- also consider dabur