Talking stock: Shift from Equitas Holding, exit Dilip Buildcon

I am holding 300 shares of Equitas Holding Rs 163, 300 stocks of Greaves CottonNSE -0.67 % Rs 160 and 200 stocks of Exide at Rs 257. Kindly advise.— PRASANTA SEN
Shift from Equitas Holding, a potential banking stock, which trades at 1.7x book value, to Karnataka BankNSE -0.08 %, which trades at discount to adjusted book value for the current fiscal. Sell Greaves Cotton as it is highly stretched in terms of valuation but hold Exide with a target price of around Rs 260.



I have 705 shares of Dilip Buildcon at an average of Rs 550 per share. Please suggest a course of action considering long term view of 4 to 5 years. -NIKHIL MALL

Exit Dilip Buildcon if it moves close to Rs 600 as the divergence between standalone and consolidated performances do not give enough confidence to me on the stock.

I have purchased the shares of the following companies during last 15 days. Vedanta at Rs 164.90, Gujarat Gas at Rs 129.03, KPIT at Rs 114.45, and Arvind at Rs 88.35. Should I accumulate more shares in these companies? — NILOTPALSAHA

Since around 15 per cent upside is possible in all these stocks, you may hold all of them. You may add only Vedanta if it falls once again below your cost price as its outlook seems to be good after recent 46 per cent fall in the stock price from 52-week high and also considering recent improvement in crude oil and zinc prices..

I have purchased 600 shares of Yes BankNSE 0.10 % at Rs 198, 500 of Praj Industries at Rs 145 and 300 of SBI at Rs 367. Can you kindly suggest what to  ..

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