How To Play BHEL, L&T Finance, GVK Power? #AskBQ
#AskBQ is BloombergQuint's daily offering where market experts help investors make the right investment choice in the equity market.
On Thurday's episode, Jay Thakkar of Anand Rathi and Avinash Gorakshakar of Joindre Capital Services gave their views on BHEL, L&T Finance, GVK Power and much more.
Watch the full conversation:
Here are the edited excerpts from the conversation:
Raj Shah: Bought 2,000 shares of Parag Milk Foods at Rs 285 with a five-year view. Should I add more or exit?
Avinash Gorakshakar: Suggest you hold with a 12-18 month view so that you get a decent risk-reward.
Sushant Jha: I want to invest in BHEL with a three-month view. Is this the right time to invest?
Jay Thakkar: I prefer L&T in the sector. I would suggest you avoid BHEL.
Deepak Toshniwal: I bought 100 shares of PI Industries at Rs 872 with a long-term view. Should I hold or sell?
Avinash Gorakshakar: I would recommend you to hold with a price target of Rs 1,050-1,100.
Abhishek Gupta: Is Dewan Housing Finance a good long-term bet? If so, What will be the one-year target?
Avinash Gorakshakar: I would suggest you to buy the stock with 12-18 month view.
Prathamesh Kothari: I want to buy Kajaria Ceramic with a six-month view. Is this the right time to invest?
Jay Thakkar: I would suggest you to avoid the counter in the current market scenario.
Santosh Kumar: I want to invest in JSW Steel with a two-year view. Please suggest.
Avinash Gorakshakar: One can buy at current levels.
Jipin Balakrishnan: I bought 1,000 shares of Firstsource at Rs 45. What is the target/exit price? Can I hold with a one-year view?
Avinash Gorakshakar: The stock is the good bet in the sector. one can expect 15-20 percent upside.
Nishanth Sharma: I bought 2,000 shares of GVK Power & Infra at Rs. 17.7. Should I hold or exit?
Jay Thakkar: One can hold with a stop-loss at Rs 13. One can also buy at current levels.
Andiappan: I bought 100 shares of L&T Finance at Rs 176 with a long-term view. Should I average at current levels?
Avinash Gorakshakar: You can average the stock. You can hold an 18-24 month view.
Harsh: I bought 100 shares of India Glycol at Rs 400 with a one-year view. Please suggest.
Jay Thakkar: I would suggest you to book profit and exit the stock.
Mridul Gupta: Is the right the right time to invest in HDFC with a long-term view?
Avinash Gorakshakar: You can buy the stock and hold with a three-year view.
Sumeet Shivhare: I want to invest in Sun Pharma with a two-year view. Is this the right time to invest?
Jay Thakkar: I would suggest you to buy with a view of year or more. It is expected to deliver around 35-40 percent.
Shivang Bhatt: I want to invest in Max Financial Services with a long-term view. Please suggest.
Jay Thakkar: I prefer companies like HDFC Life.
Analyst disclosures: both the analysts do not hold any stocks that were discussed today.
Disclaimer: The commentary on BloombergQuint represents the view of external experts. Investors are advised to consult a certified financial advisor/planner when making any investments. No views shared on a BloombergQuint program or story or conversation should be construed as personal advice.
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