How to deal with non performers in the portfolio will depend a lot on the investor mindset… There are some investors who can sit out the period of non performance for long time and then stock price tends to move in their favor. I have seen folks like Donald and Ayush do that successfully. For a person like me, it does not suit my mindset and hence after a decent period of time if stock does not seem to be performing as per expectations, I tend to exit, especially when there are other clear cut opportunities. But as I mentioned before, this depends a lot on how an investor is wired. You can decide for yourself.
@jack Usha martin seems to be in a longer term consolidation. Quarterly results have been flattish. I had exited sometime back considering opportunity cost and the kind of supply it faced around 370-400 band. Will re consider it when a favorable set up happens.
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