The portfolio has taken a big hit after the Railway Budget based crash. It continues to perform badly today and we must consider taking action. BEML at Stop Loss, But Cannot Exit BEML has moved down substantially, but we can’t get out, because it’s at its lower circuits (5% per day). When we do get out we’ll record the price - meanwhile, the stop has been hit, which was a good 15% below the peak price of 877. This would have hit at 745, which it has breezed past today at Rs. 736 in the . . .