I am neutral on Bata from past 6-8 months. but Cera was in my buy list as you can check my previous post, its a wonderful businesses to own. I was attending a conference on value investing and a fund manager said something. he said his clients were calling him and saying that I have booked X% profit in AAA company, and holding BBB rating company.
He said smiling and I agree with him. cutting your winner and holding mediocore business is not a good idea. so keep invested in cera, if possible buy more, for 5+ time period.