Should You Invest In Tata Motors, Sundaram Clayton, MCX? #AskBQ
#AskBQ is BloombergQuint's daily offering where market experts help investors make the right investment choice in the equity market.
On Wednesday's episode, Sameet Chavan of Angel Broking and Parthiv Shah of Tracom Stock Brokers gave their views on PSU bank stocks, auto ancillary shares, Tata Motors, Ramco Cements and much more.
Watch the full conversation here:
Edited excerpts from the conversation:
Charanjit Singh: Which is a better bet between Varun Beverages and Manpasand Beverages with a long-term view?
Parthiv Shah: I would recommend Varun Beverages, as the company is poised to bring better innovation in the space. Also, it is in an expansion phase, which is another positive for investors.
Ankit Mishra: I bought 500 shares of Ramco Cements at Rs 686 apiece with a short-term view. Should I hold or sell?
Sameet Chavan: I recommend the investor to book partial profits, and keep a strict stop loss at Rs 700 for balanced quantity.
Mayank Dugar: I bought 13,000 shares of SBI at Rs 200 apiece and 900 shares of Karnataka Bank with a long-term view. Should I sell these stocks looking at the downside?
Parthiv Shah: I would recommend that the investor exit SBI. He can, however, continue to hold on to Karnataka Bank for the next two-three years.
Saurabh Pathak: Is it the right time to invest in Sundaram Clayton with a three-year-view?
Parthiv Shah: Yes, the investor can certainly invest in the stock and hold for the next three-five years, as the auto ancillary space seems lucrative, with prospects of value creation.
Raj Shah: I bought 2,500 shares of Cineline India at Rs 80 apiece with a three-month view. What should I do?
Sameet Chavan: I would advise the investor to wait and keep a strict stop loss below Rs 70 on a closing basis.
Arpit Maheshwari: I bought 1,000 shares of MCX at Rs 874 with a five-year view. What should I do?
Parthiv Shah: I would advise the investor to avoid the stock for now.
Aayush Mishra: I bought 200 shares of Indo Count at Rs 160 with a short-term view. What should I do?
Sameet Chavan: I would ask the investor to wait, since he's already sitting on losses and keep a stop loss at Rs 90 on closing basis. There is a possibility that the stock could enter a relief rally and reach levels of Rs 120-125.
Rahul Radhakrishnan: I bought 5,000 shares of Aksh Optifibre at Rs 26 with a short-term view. What should I do?
Sameet Chavan: The investor should exit. Any bounce back would be a good exit opportunity.
Abhishek Rai: I bought 100 shares of Bayer Crop Science at Rs 3,800 with a three-year view. Should I hold or sell?
Parthiv Shah: The investor should hold his positions for the next three-five years, as the company has a rock-solid balance sheet and is poised for growth.
Manu M: I bought 300 shares of Petronet LNG at Rs 274 with a three-year view. What should I do?
Parthiv Shah: It's a good bet, and is a niche company, with a good business plan. The investor can continue to hold on for the next two-three years.
Praveen Gulati: I am holding shares of Dhampur Sugar, bought at Rs 236 apiece with a short-term view. What should I do?
Sameet Chavan: I would ask the investor to sell the stock.
Rishabh Tiwari: Is it the right time to invest in Gillette India with a three-year view?
Parthiv Shah: Yes, the investor can go ahead and invest in the stock.
Rahamat Biswas: Is it the right time to invest in Tata Motors and Ambuja Cement with a long-term view?
Sameet Chavan: The investor can start accumulating Tata Motors from the current levels in a staggered manner, if he has a long-term view. As for Ambuja Cement, I would advise the investor to wait and can start buying at Rs 210-215 levels.
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.
Quintillion Business Media Pvt. (BloombergQuint) is not responsible for any risk or loss that might occur as a result of using this information in any way, regardless of your interpretation of the advice.
BloombergQuint's digital and social media platforms provide views of only SEBI registered investment advisors/analysts.
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