Which Is Better Between TVS Motors And Bajaj Auto? #AskBQ
#AskBQ is BloombergQuint’s daily offering where market experts help investors make the right investment choice in the equity market.
In today’s episode, Sharmila Joshi, independent investment advisor, and Kunal Rambhia, founder and fund manager, The Streets, give their views on Kotak Mahindra, HUDCO, TVS Motors, Bajaj Auto, and much more.
Watch the full conversation here:
Edited excerpts from the interview:
Vrajesh Shah: I have 100 shares of BSE at Rs 850 apiece, with a time horizon of two-three years. What should I do?
Sharmila Joshi: This is a stock I would ideally avoid. So I would recommend one to hold on at this level but do not make any fresh investment.
Satya Subhash: I have bought HDIL at Rs 31 apiece with a short-term view. What should I do? Also, is this a good time to invest in BAG Films with a short-term view?
Kunal Rambhia: I would recommend one to hold on to the HDIL stock as the current levels look healthy.
The BAG Films stock is a penny stock and I would recommend one to avoid this stock. One can keep a stop-loss of Rs 6 if they are holding this stock.
C Wangsu: I need a long-term , and a short-term view on Udaipur Cement and Zee Learn.
Kunal Rambhia: There is no momentum on the Udaipur Cement chart and I would recommend one to switch to invest in ACC Cements or even India Cements, instead.
For Zee Learn, I would recommend one to keep a stop-loss of Rs 39 and hold on to the stock.
Bharani Rajan: Can I buy Can Fin Homes at the current level with a two-year time horizon?
Sharmila Joshi: I would recommend one to hold on to the stock with a long-term view.
For Fresh entry, one can go for LIC Housing Finance.
Akhila Vonod: Is it a good idea to make a fresh entry into TVS Motors and Bajaj Auto at the current level, with a two-three year time horizon?
Sharmila Joshi: I would recommend one to invest in to the stock at the current level. I am bullish about these stocks.
T. Shanmugan: Are JK Tyres and Jamna Auto worth entering at the current level?
Sharmila Joshi: These stocks are good and most of the tyre and ancillary companies are doing well. One can stay invested in the JK Tyres stock and continue to hold the stock.
Abdul Hakkem: Can I enter Minda Corporation at the current level, with a five-year view?
Sharmila Joshi: This is a niche auto-ancillary stock. One can buy the shares and hold on to the stock.
Naveen Sukhadia: I bought 6,000 shares of Ruchi Soya at Rs 9.40 apiece.
Kunal Rambhia: The stock could rally only after a rally. This is a penny stock, and one can invest elsewhere.
Siva Sindhur: Is it a good time to take fresh position in Britannia after the stock-split approval? Should I continue to hold on to Raymond?
Sharmila Joshi: One can continue to hold on to the Britannia stock. However, one could enter Dabur at the current level, instead.
Yes, one can continue to hold on to the Raymond stock.
R. Balakrishnan: I have shares of L&T Finance Holding at Rs 182 apiece with a 30-day time period. Should I hold, average, or exit?
Kunal Rambhia: If one is holding this stock , they should continue with a stop-loss of Rs 175. If this surpasses the Rs 185-mark, continue to hold it.
Ramanuj Zawa: I have 50 shares of Kotak Mahindra Bank at Rs 1,250 apiece. What should I do?
Sharmila Joshi: One can continue to hold on to the stock. I would suggest one to wait for more clarity on the stock before making any further investment or exits.
Zinal Satra: I sold one lot of LIC Housing Finance at Rs 575 apiece. What would you recommend?
Kunal Rambhia: I am bullish about this stock. One should keep a stop-loss of Rs 580, and close the position on Rs 565 level.
Bhavani Pradip: What is your view on Hexaware? I bought 100 shares at Rs 450 apiece.
Sharmila Joshi: One can continue to hold on to the stock. One can also buy Tech Mahindra.
S. Mahindran: I bought HDFC AMC at Rs 1,810 apiece. Should I hold on? What is your technical view?
Kunal Rambhia: I would recommend one to hold on to the stock with a stop-loss of Rs 1,860. Let the rally continue to the higher side.
M.Murugan: I have 770 shares of Balrampur Chini Mills Ltd at Rs 100 apiece. What should I do?
Sharmila Joshi: This is a cyclic stock and one should avoid such sectors. I would recommend one to avoid this stock.
Omkar Nimbalkar: What is your view on Sequent Scinetific for long term? Should I enter the stock at the current level?
Kunal Rambhia: One can go long on the stock at Rs 90.
Dinesh: What are the growth prospects of Motherson Sumi, Philip Carbon and Goa Carbon?
Sharmila Joshi: Motherson Sumi is a good long-term stock and one can hold one to it. I would recommend one to avoid fresh entry into these stocks.
Souvik Kumar: Can I enter NCL Ind. at current levels?
Kunal Rambhia: One can go long on the counter if the closing is higher for the week.
Sumit Kumar: Should I hold, or sell HUDCO and Bharat Dynamics?
Sharmila Joshi: One can continue to hold on to the HUDCO stock.
Analyst disclosures: Both the analysts do not hold any stocks that were discussed today.
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