Shabbir, Sir,

Cement and Steel sectors, I don't consider them for long term investing because they are cyclical in nature and the low cost producer may have the advantage. So if you aren't tracking the commodity cycle of such stocks, it is better to avoid them but if you can invest in them in the right time of the commodity cycle, it is a good play. So mainly look to trade in them.

Ashok Leyland looks good but it has runup too much. With the current correction it can be considered but again there are other good value buy as well.