A “centre leader” counts money to be distributed as a micro-loan at a meeting organized by a microfinance institution in Sadasivpet, India. (Photographer: Adeel Halim/Bloomberg)

Should You Continue Investing More In Britannia? #AskBQ

#AskBQ is BloombergQuint’s daily offering where market experts help investors make the right investment decisions in the equity market.

In today’s episode, Abhijit Phatak, director, Definedge Solutions, and Parthiv Shah, director, TRACOM Stock Brokers, share their views on HDFC AMC, Britannia, Vakrangee and why it is a good idea to invest in a certain fertiliser stock.

Watch The Full Conversation Here:

Edited Excerpts From The Conversation

Gunasekaran: Can I invest in RBL Bank and Cochin Shipyard with a time horizon of five years?

Parthiv Shah: Banking business is very much dependent on the management. I would recommend one to hold on to the RBL Bank with a five-year view.

Instead of Cochin Shipyard, I would recommend one to invest in Bharat Electronics Ltd.

Ayush Jain: I have bought 1,000 shares of Yes Bank at Rs 340 apiece for the short term. Should I hold or sell?

Abhijit Phatak: I would recommend one to book partial profit with a stop-loss as his cost price.

Abhishek Rai: ​Should one buy the HDFC AMC stock at the current levels with a long- term perspective?

Parthiv Shah: One can continue to hold on to the stock with a long-term view.

Subham Garg: I have 500 shares of Mahindra CIE at Rs 235 apiece with a short-term view. Should I hold or book profit?

Abhijit Pathak: I would recommend one to book partial profit and hold the stock with a stop-loss of Rs 240.

Salil Dhawan: I have 150 shares of Britannia at Rs 5,433 apiece. I add two shares every month, with a long-term perspective. Should I continue this?

Parthiv Shah: Yes, one should definitely continue with this approach.

Rishabh Tiwari: I have one lakh shares of Tata Motors DVR at an average price of Rs 230 apiece for the long term. What should I do?

Parthiv Shah: I would recommend one to hold on to the stock since the long-term benefits of the stock are encouraging. Wait for the JLR announcement.

Saurabh Pathak: I have 5,000 shares of PNC Infra at Rs 150 apiece for short term. Should I hold or book profits?

Parthiv Shah: I would recommend one to book profits whenever you make gains.

Kamlesh: I have 500 shares of The Waterbase at Rs 200 apiece with a six-month view. Should I hold or book profits?

Parthiv Shah: One should be a little wary of the stock and exit whenever there is a jump.

Rahul Nayak: Is IOL Chemical and Pharmaceuticals a sound company? What are the levels to enter?

Parthiv Shah: I would recommend one to make temporary investments in this company. One can invest with a six-month view.

Sidharth Sharma: I have 20,000 shares of Vakrangee at Rs 38.50. Should I hold or book profits?

Abhijit Pathak: One should book majority profits and hold a few shares with a stop-loss below the cost price.

Sudhir Lakde: What is your view on Rashtriya Chemicals and Fertilizers?

Parthiv Shah: With a three-year view, one can invest in Coromandel or Deepak Fertilizers instead of RCF.

Sameer Pandit: I bought shares of Gravita at Rs 158.90 apiece. Could you please give a long-term and short term view?

Abhijit Pathak: I would recommend one to exit the stock at the current level.

Shivam Agrawal: What is your view on Praj Industries and Zee Learn? I am holding 200 shares in each stock.

Parthiv Shah: I would recommend one to avoid and exit Praj Industries.

I would not recommend one to hold on to the Zee Learn stock either. The education sector stock in general are not the best at the moment.

Kumar: I have 100 shares of Motherson Sumi at Rs 310 apiece.Should I average, hold or exit the stock?

Abhijit Pathak: I would recommend one to exit the stock if it reches below the Rs 330 level.

Raj Shah: I have 2,500 shares of Deepak Fertilizers at Rs 289 apiece with a five year view. Should I add more or wait?

Parthiv Shah: Deepak Fertilizer is a good stock and this sector will do well. This stock will create great value in the next three-five years.

Puneet Nanda: What is your long-term view on Mastek and Cyient at the current prices?

Parthiv Shah:I would recommend one to invest in Mastek’s investment arm Majesco instead. The company has done well in the April-June quarter.

I would recommend one to invest in L&T Technology Services instead.

Alex: Would you recommend a fresh entry in Ramco Systems at the current price level?

Abhijit Pathak: With a stop-loss below Rs 370, one can enter the stock.

Analysts’ Disclosure:

The experts may have recommended some of the stocks discussed in the show to their clients.

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.