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Chat Transcript
22 Feb 2013 - 16:00hrs hrs
Sharmila Joshi | Head of Equity
What's a good investment now?
Chat Transcript
| kshiv99: Dear Mam,I have bought M&M finance at 235 for long term,currently its around 200,wat are your views?Thanks |
| Sharmila Joshi: I like the stock - add on declines |
| PROBATIONER: I AM SHORT IN NIFTY @5850 AND IN RELIANCE @855 PL.ADVISE |
| Sharmila Joshi: Keep strict stop loss of 5980 for Nifty and 867 for RIL |
| asnain: is it the right price to start buying tv18 broadcast? |
| Sharmila Joshi: yes, add on declines - do a staggered buy |
| rj-2013: i have dlf pe250 .. what m doing sell or hold |
| Sharmila Joshi: exit position |
| gappusuper: Thnks to suggest some good infra stocks for 2-3 years. |
| Sharmila Joshi: sadbhav engineering, ilfs transport, |
| rj-2013: i have union bank of india buying rate is 236, what m doing sell or hold |
| Sharmila Joshi: hold |
| praravinda_2012: madam, please suggest some stocks for investment for 1 to 2 years |
| Sharmila Joshi: tata global, grasim, exide, wockhardt, allahabad bank, tata chemicals |
| demblavik: Hi mam, whats ur view on sterlite industries over 1yr period? |
| Sharmila Joshi: Hold to get the synergy of the sterlite-sesa goa merger. Also this is the wrong time to sell sterlite - sell when commodities are in an upswing |
| vishaljain002: I am holding 1000 shares of Somany Ceramics purchased at the rate of Rs 105/-per share. The scrip has now fallen to Rs 68/- levels. Please advice regarding the target and timeframe. I am willing to hold this stock for the long term. Thanks. |
| Sharmila Joshi: It is a good stock - average at this level and hold |
| vishaljain002: I have shares of Jai Corp purchased at the rate of Rs 235/- per share. The scrip has fallen drastically from those levels. Please advice regarding the target and timeframe. Will it reach those levels again? Thanks. |
| Sharmila Joshi: Switch out of the stock |
| prasenjit64: Mam, how come the market cap of Grasim be lower than the market cap of its share in its subsidiary, Ultratech cemco? |
| Sharmila Joshi: Cement business gets a better valuation than VSF - in Grasim you will only get holding company valuation for cement which will be taken at a discount. Having said that I like Grasim - target 3900 |
| demblavik: Mam.whats ur long term view on reliance infra and reliance capital? |
| Sharmila Joshi: At this price both are good |
| divinity: Can I Purchase Zuari Agro and GE Ship at CMP |
| Sharmila Joshi: I like Zuari Agro, GE Shipping I would wait a bit |
| skirank: My portfolio is bleeding. I am holding anik industries, Noida toll bridge ,aditya birla money,EIH,SJVn.Kindly advice whether i can avg/hold/bok loss or switch to any good stock. |
| Sharmila Joshi: Very honestly don`t like any of the stocks except Noida toll and EIH to some extent. So I would recommend sell in the rest. Try and put the same money in frontline stocks. |
| arinshare: I have 10 years now. Could you tell me few name, I can accumulate those scripts by small qty for my son`s higher education cost? |
| Sharmila Joshi: Since it is education that you are trying to provide for - try and but Nifty stocks at falls, also look at a Nifty ETF option |
| shareefind: Hi... what is your view on cebbco...i am holding 13000 @ 54 ... shall i average ... i can hold for 1 -2 years... please advice... |
| Sharmila Joshi: Yes you can - but wait a bit - and don`t add altogether but average in a staggered manner |
| vishaljain002: I have shares of Biopac India purchased at the rate of Rs 36/- per share. The scrip has fallen drastically from those levels. Please advice regarding the target and timeframe. Will it reach those levels again? Thanks. |
| Sharmila Joshi: It has become a penny stock now - recovery from this level is very very difficult - I would recommend exit |
| arinshare: What is your view on " City Union Bank"? |
| Sharmila Joshi: Quite good, target about 65 |
| pkumarpalani: Mam, bought ntpc for 230 long back, what is the future on this. |
| Sharmila Joshi: Future is good, but stock is slow to move, 230 would be a level to exit, therefore try and average your price lower gradually. |
| swapnilsharma83: Any opinion on infrastructure funds; in general? |
| Sharmila Joshi: I would look at them after a quarter or so - once we have little more clarity on the policy front as well as the interest rate scenario it would be time to start inveseting in infra |
| gopendrasinghh: madam what to do with Yes bank(@389) Fresenius kabi (@85) |
| Sharmila Joshi: Hold - I like both |
| SPT: Mam I have NMDC @ 285 at FPO price. Then during OFS all the analyst on TV recommended to buy. I again bought at 165. I bought 1,000 shares each time. Please tell me what to do? |
| Sharmila Joshi: The problem is the lack of clarity on the entire mining front. Its a good stock. I recommend you hold. |
| praravinda_2012: madam, coal india, karur vysya bank and hdfc bank is it the right stock to hold. |
| Sharmila Joshi: Hold, all are good |
| uskasturi: Hi, What is your opinion on Jindal Steel,Titan Industries and Castrol from a 3 year period. Can you suggest buy prices for the above 3 stocks. Thanks |
| Sharmila Joshi: I am little sceptical about Titan in the near future. The other two are good. Jindal you can buy at current levels - slowly. Titan around 200 level. Castrol too on fall. |
| amit.bansl: Hello mam i am holding railway stocks from last two years still this year they haven`t performed . holding kalindee rail and kernex at 150 rupees |
| Sharmila Joshi: Railway stocks are very seasonal, I would say exit |
| arjun200p: What is your view on Jain Irrigation? Can I buy at these levels for long term? |
| Sharmila Joshi: Yes, it is quite beaten down,add slowly |
| prasenjit64: One more question pl. Why the PE multiple of Yes Bank is far less than its peer, namely, indusind Bank etc.? Is it due to its exposure in corporate loans? |
| Sharmila Joshi: Yes Bank is trying to expand its retail portfolio - so probably over a period of time that gap will close |
| jayeshkokila: i have 30 share of setco auto what can i do |
| Sharmila Joshi: You can sell at this level - seems quite well priced |
| gappusuper: Pls suggest some midcap IT stocks. |
| Sharmila Joshi: Hexaware, KPIT Cummins, Eclerx, Info Edge |
| gappusuper: pls suggest on unitech.. |
| Sharmila Joshi: I would not buy |
| uvanza: Madam, I brought 500 shares @ 157.00 of NMDC, current prize is around 145, what is your suggestion on this.. should i wait? |
| Sharmila Joshi: yes, hold |
| manubhaiiii: can you tell me two /three small cap stocks from long term view ?? |
| Sharmila Joshi: CMI FPE, Vinati Organics, Century Plyboard |
| mumbai.com: can i buy kalindee rail on monday for a week? thks |
| Sharmila Joshi: no |
| manishgurnani26: Dear Madam , I am having 1000 shares of binani industries @ 140/-.Kindly let me know should I average at CMP or hold...Thanks and Regards, |
| Sharmila Joshi: Don`t average. Hold |
| rkchandrashekar: I have bought Bata around 800 and Torrent Pharma around 700. Would you recommend hold/add/sell. I am a long term investor |
| Sharmila Joshi: Sell Bata, Hold Torrent T 780 |
