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02 Sep - 04:00 hrs

Vivek Mahajan | Head of Research, Aditya Birla Money

 

Which sectors will lead the next bull run?

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guest: midcaps for long term holding
Vivek Mahajan: Buy Munjal Showa, MCX, Bharat Forge, ITNL, Va Tech Wabag, CCL Products, MBL Infra, Cadila
guest: Hello Sir Greetings! Amongst NIFTY stocks, can you name few which will be outperformers and which will be underperformers over next 2-3 years?
Vivek Mahajan: Outperformers : Maruti, TaMo, ICICI, Indusind Bank, BPCL, LnT,ITC Underperformers : NTPC, BHEL
guest: sectors likely to lead the bull run
Vivek Mahajan: Cylicals including Auto, Banking, Oil & Gas, Pharma, Infrastructure
guest: SIR,I WANT TO KNOW ABOUT TATA MOTOR DVR.SHOULD I INVEST AT THIS LEVEL?
Vivek Mahajan: YES. Can deliver 20% ++ CAGR growth
guest: Ceramic stocks (kajaria, HSIL, Cera) are on a terrific rally. Do you think these will continue to do well?
Vivek Mahajan: Yes. They should continue to do well. Somany has not participated in the rally and is relatively cheap
guest: can i buy AMTEK INDIA at current level?
Vivek Mahajan: Is expensive. Should be avoided
guest: I HAVE 20000 SHARES OF INDIABULLS POWER @ RS.45 PER SHARE WHAT TO DO NOW,IT IS ONLY RS.9
Vivek Mahajan: Switch to ITNL/ Va Tech Wabag
guest: should you hold cipla now or sell it
Vivek Mahajan: Hold. Add on declines
guest: will nifty hit 8500 before dec2014
Vivek Mahajan: Earnings downgrade cycle is behind. As the investment and capex cycle picks up the earnings are likely to be upgraded. We believe it will lead to re-rating and in all probability it will cross 8500 by the end of the year
guest: Sir, please name 5-10 stocks that I can buy at these levels for next 10 years that can provide ~ 18-20% compounded returns. Thank you Sir. Want to buy for my children`s education.
Vivek Mahajan: Maruti, Tata Motor, L&T, ITNL, VaTech Wabag, IndusInd Bank, ICICI, ONGC, Pidilite, Britannia, ITC, Titan
guest: Iwant to know about LANCO INFRA and RCF.Ihave this stocks.
Vivek Mahajan: SELL
guest: Can,We buy Castrol at current price
Vivek Mahajan: Should benefit from recovery in auto sector and soft crude prices. BUY
guest: I have bought jyoti struct at Rs.64... Now it is ~44. should i hold or sell ?
Vivek Mahajan: Likely to be a laggard in next 6-12 months. Switch
sunita4590: Any views on Kaveri Seeds? Would it be a good decision to enter this stock now?
Vivek Mahajan: The company is likely to be big beneficiary of Agri focus by the new govt. Should deliver 20% +++CAGR growth in next 3 years. BUY
SENSEX   | NIFTY  

Chat Transcript

02 Sep - 10:00 hrs

Which sectors look good?

Amar Ambani,

Head of Research, IIFL

02 Sep - 10:00 hrs

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sharmilajoshi.com

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Should one invest in MF now?

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