Please advice about my portfolio

Hi All,
Pls find my portfolio below. I am holding in a long term perspective.Pls advice if I need to add/ remove any particular scripts.
Take solution @ 105
Coal India @ 312
Tata motors @ 294
Balrampur chini @ 52
Idea @ 145
Ongc @ 224
Sbi @ 245
Hpcl @ 760
Sanghi ind @ 52
Jubilant life @360
Kitex @ 810
Thanks.

 

All are very good stock except for Balrampur Chini. It is subject to govt interference (price control). I suggest you exit Balrampur and get into a mid-cap pharma stock like JB Chemicals. It has low valuation (P/E) and good management and good prospects. You can see that Pharma stocks have created great wealth in past. See my post
POWER OF PHARMA !! Period (2008-2015); 7 years of WEALTH CREATION !!

 

Thanks srouta for your reply. I am also bit skeptical about sugar ind. Will try to add JB chemicals. I think it is around 270rs..

 

My suggestions:

HIL is better than Sanghi.
ONGC is a play on Oil (which is supposed to be around low levels for the next 2-3 years) so I suggest you move out of it.
Tata Motors is a dangerous play right now and might see some more downside and loss making quarters.
Balrampur chini is an avoid, as discussed above.
Kitex is ok, but a bit inflated. I would suggest to buy Sutlej textiles. A great company in the making.
Switch from SBI to syndicate bank. It has better growth and lower NPAs. Also it has a better chance to double itself. It also has almost 5% dividend yield.
Idea has been slow on moving to 4G so revenues will be impacted. I suggest you move to a IT or technology capital goods company like Cummins or Siemens.

Sorry I kind of made comments on almost all your portfolio. all the best!

 

@dineshkapoor27 : Thanks for your valuable suggestions..will include some like Infy,Siemens..

 

Exit from sugar sector,
ongc wont perform in near future as oil prices are low
coal India - i don't believe in investing in psu as their is always a doubt on their productivity
sbi - switch to any private bank like Axis or CUB
Idea- exit due to high competition
Tata motors- hold , can give a good return in long term

 

Thanks sandeep. I

Thanks sandeep. I already exited from Balrampur chini. Sold take sol. today. Bought DCB bank, power grid today..