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Chat Transcript

  • Sharmila Joshi

    Feb,22,2013, 16:00 hrs

    What's a good investment now?

    Sharmila Joshi , Head of Equity, Peerless Securities

  • 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

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