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Know Your Investment: Get expert stock tips from PN Vijay

This weeks moneycontrol.com's initiative, 'Know Your Investment' with Portfolio Manager PN Vijay brings you answers to the queries you asked us on our Facebook page.

June 04, 2012 / 11:59 IST
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Our market looks poised to continue its downslide in the near-term amid declining global trends led by the euro-zone crisis. Newsflow from the euro-zone is expected to dictate the short-term trend on the domestic bourses.


Our GDP data also from the fourth quarter FY12 which came at less than expected levels has made sentiments jittery and all eyes will now be on the forthcoming monetary policy on June 18.
So, how should you play the market now amid all this turmoil and which stocks/sectors are a safe bet to be in, in this uncertain environment?
This weeks moneycontrol.com's initiative, 'Know Your Investment' with Portfolio Manager PN Vijay brings you answers to the queries you asked us on our Facebook page. Indrajit Ghosh: Which five multi-bagger stocks (smallcap/midcap) should I invest in for the long-term? PN Vijay: Five multi bagger stocks in Midcap which I would recommend at current levels are Alembic Pharma, Zylog Systems, Brigade Enterprises, IL&FS Transportaion Networks, Apollo Tyres. I never recommend Small cap stocks since risks are quite high in terms of liquidity and corporate governance.  In choosing Midcaps I look for sustainable earnings growth and decent valuations. Bosky Sharma:  I want to invest for long-term, atleast one-year. Which share should I buy? PN Vijay: For long term investment with one year time span you can pick ICICI Bank. Siddhartha Umesh Shah: What is your long-term view on Bharat Electronics (BEL) and BEML? PN Vijay: Both BEL and BEML are strong companies but the absence of decent profit growth makes them not so great as investment candidates. 
You can hold 40 sales k.  Hospital is a good industry and is growing well.  You can hold Bhel also.  I feel that the renewed emphasis on power generation and improvement in Coal supply Bhel may turn around. Pal Rajkhowa: What's your three-month target for Tata Power? PN Vijay: As a fundamental analyst I don’t give time bound targets. But Tata Power is not one of my favourite stocks. Rajesh Kumar Sahu:  I have 500 shares of Tata Global 500 at Rs 101. What should I do? PN Vijay: Hold on to Tata Global. Long term prospects are good. Sameer Vasdev: What is your call on Tata Motors? PN Vijay: I am quite bullish on Tata Motors.  Domestically it has got strong market share and a low cost producer. After acquiring JLR it has become a global player too.
_PAGEBREAK_ Shashikant Rai: What is your view on Housing Development and Infrastructure (HDIL) and Delta Corp? PN Vijay: HDIL and Delta Corporation are risky stocks.  I would not recommend them for wealth creation. Sagar Keshari: What is your take on State Bank of India (SBI)? PN Vijay: SBI has surprised people with its strong showing.  It is now one of the favourite PSU bank. Anto Pravin: I am holding Sundaram Clayton for more than one-year. Can I expect good return in a year? PN Vijay: Sundaram Clayton is a top class company and one of the founding companies of TVS Group.  You can hold but for long term.  Liquidity is not much. Sandip Yadav: What is your view on TVS Motor? PN Vijay: I am neutral on TVS Motors. Its  market share is not so good. I prefer Bajaj Auto in that space. Pradip Banerjee: What about KS Oil? PN Vijay: Due to corporate governance and high operator activity I am not in favour of  KS Oils. Shramnesh Jain: What is your view on South Indian Bank for the next one-year? PN Vijay: South Indian Bank is a small Kerala based private bank. It appears to be doing well and you can hold it. But I prefer other private banks like Indus Ind Bank and Yes Bank. Navdeep Singh: What is your veiw on Shipping Corporation of India? PN Vijay: Though SCI is a good company industry is not doing well.  I think you should pass it.
first published: Jun 4, 2012 11:10 am

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