Sponsored by:
Chat Transcript
30 Apr - 03:00 hrs
Amit Khurana | Head- Research, Dolat Capital
What and when to buy/sell/hold.
Chat Transcript
| srikumar1976: Hi, please suggest 3-4 Quality stocks for long term investment? |
| Amit Khurana: You could look to build a portfolio of stocks across sectors - IBank, Yes Bank in Private banks, Berger / Pidilite in FMCG, PI Inds in agrochem, and finally Supreme Inds |
| rahul_helloindi: Is is profitable to buy manappuram finance at current market price? |
| Amit Khurana: I would avoid. The environment is turning bad to worse for these companies, and I would expect the RBI to make gold loan funding more stringent |
| guest: sir, i have sintex 2000 @67.00, what is future |
| Amit Khurana: It may not fall as much from here. However it will also not do any better than other peers. I would advise to exit on rise, and switch to Supreme INds |
| guest: sir i have 500 iob share.plese say sell or holding |
| Amit Khurana: Hold at current levels |
| guest: How do yus see NMDC for 3 years if invested now? |
| Amit Khurana: Mining is a cyclical sector. However with the current prices at very low levels, you could take some exposure for the three years, with expectations of market level returns |
| guest: Dear Sir, I have buy the nifty 5700 put @54.00 please suggest what to do ?? |
| Amit Khurana: Cannot advise on derivatives trade please. |
| guest: Dear Sir, I have HDIL 750 shares at Rs 50.65. I want to know the performance of HDIL in next 6 months in terms of Return. Deepak |
| Amit Khurana: The real estate stocks have been under performing due to balance sheet and working capital problems. HDIL may have limited downside from here, however unless interest rates reduce materially and that leads to spurt in real estate volumes, it will have problems to perform. Advise Hold as of now, and look to exit on rallies |
| guest: is it the right time to enter in Navneet Publicatiom, KPR Mill & Lupin |
| Amit Khurana: Lupin can be considered |
| hnbhatt52: is it right time to buy spice jet for a month time period |
| Amit Khurana: Cannot advise on short term technical trades please |
| guest: I have 500 EDUCOMP SOLUTION @ 134 what should do? |
| Amit Khurana: Look to exit at rallies. |
| guest: Hi sir can you tell me about GMR Infrastructure status in near future. |
| Amit Khurana: Infra stocks are facing balance sheet and working capital issues, including GMR. Though I do not see a very substantial downside from here, but the environment will have to change for the better for GMR to really perform well. So if you have a holding already, I would advise to hold on. |
| guest: What is the future of Essar Ports? I have 325 shares at Rs:104/- each.Should i hold or book loss? |
| Amit Khurana: Would prefer to exit |
| guest: Sir, Bot 15,000 shares of Glodyne Technoserve Ltd @ Rs. 112/- per share. Is it ok now to average the price. Please advise. Thanks, Peter |
| Amit Khurana: It is big investment for a small cap stock. I would avoid to add more. |
| guest: bought 1000 pc jewellers @ 140 pl advise |
| Amit Khurana: Hold for now, but do exit on rallies. Would avoid the sector for now |
| guest: i bought 300 shares of action construction at 16.35 . but now from 2.5 months it on 12- only . what should i do ???? |
| Amit Khurana: As is said earlier, all infra stocks are going to be under perform for some time to come. So I would avoid. You could hold on for the time being, and sell on any rally |
| guest: sir i have lanco 9800@14.87. what is the future |
| Amit Khurana: Same things as applied to infra. Look to sell on rallies |
| guest: I am hold 500 cox & Kings @ 145 pl. advise. |
| Amit Khurana: If you can hold it for 2-3 years, then I would advise to stay put. The company has decent businesses, but due to short term issues, it is not doing well |
| guest: I BOUGHT LANCOINFRATECH FOR 10.90 WHAT TO DO |
| Amit Khurana: Hold, and book profits even if small ones on rallies! |
| Tgt2M: Hello, can we buy Cipla, Hind Zinc, LIC Housing at current levels? Please suggest better alternative picks and advise. Many thanks. |
| Amit Khurana: All decent stocks -- except HZL which will take time to perform |
| guest: I bought Reliance Power at IPO 450/- , now it is 75/- what should I do ? |
| Amit Khurana: exit!! |
| moderator: This chat has now ended. Thank you Mr. Khurana for sharing your views, and thank you viewers for your participation. |
Chat Transcript
30 Apr - 10:00 hrs
What's a good strategy in this market?
VP - Derivatives Research, Padmakshi Financial Services
