My portfolio M&M @787,ITC@219,SUN PHARMA@611,ALEMBIC PHARMA@772 AND ADANI PORT@688. LONG T. FOR 6 MONTHS OR MORE UR VALUABLE ADVICE ???

Let me address your queries item wise.

· M&M has been under pressure as weak monsoons had dented tractor sales. The stock is 4% lower from your price. You can hold on to the stock, although I would suggest you shift to Tata Motors as a better choice.

· ITC is likely to remain a laggard and it is evident how it has lagged other FMCG companies. I suggest you must shift to either Dabur or Marico, which are better plays on the FMCG space.

· Sun Pharma, you have bought at a great price and the momentum is still positive. I suggest you can hold on to the stock.

· Alembic Pharma is around your buy price and the latest results showed a sharp fall in profits. My suggestion is to shift to a more promising pharma play like Gland Pharma.

· Adani Ports, the rally has just started, so you can just hold on to the stock for higher targets of Rs.950 on the stock.