Hitesh Bhai,
You have on most of the occasions said that once the sector fancy is over, its better to look at stocks in a different sector which does show interest, than look at same sector.
If we take recent past, specialty chemicals had a great run. stocks which were 1-2 times sales went upto 10 times. Then the pharma sector. Now if we see again, some picks of chemicals sector viz., Gujarat Fluorochem, SRF, Navin Flourine seem to be coming back to fancy on back of good to solid results. How cautious you are in betting these kind of outliers which belong to sector which had its good time.
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