How is this portfolio

Please tell me where I stand.
longterm investor
comp - no Bought rate
RPL 75 shares @ Rs. 70
Telco 15 Shares @ 750
Apollo Tyres 320 Shares @ average of Rs.46
LML 250 Shares @ Rs. 20
JP Hydro 50 shares @ rs.50

Change / sell / hold?

LML is reeling under losses.News or rumours that it is entering into green technology(ie 2 wheelers running on cng) or punters action may be the only reasons for stock surge in future days else fundamentals are miserable.

Jp hydro is today at 69.It was a momentum stock still it is presently available at ok-ok valuations as per power sector is concerned.
Its net profit for FY 08 increased 7% while total income decreased by 4%.
hold this stock, as it is traders favourite stock and it may see technical rally due to speculative action in short term .

appolo tyre like any auto ancillary stock is dependent on auto sales, which are not encouraging due to monetory policiy of RBI.
stock shall remain under pressure. any upmove can take it to atmost 50 level in near term but not more than it.

same applies to telco ie tata motors.market is doubting its profitability due JMR takover.
Its margin shall remain under pressure due to nano as steel and other commodities prices are rising.

Best is buy more stocks at 640 levels and and average out. then wait patiently till you get profit in youe investment.

RPl book profit now.use funds to Enter at lower level again or use it for average outing other stocks.