Saturday, April 7, 2012

Vicom and Silverlake Axis

Taking a break from looking at the large, 'world dominator' blue chip companies, and looking at locally listed small-caps instead. With these, I would only buy a small amount due to liquidity and the risk that I-am-wrong. Small caps rise a lot more, typically 2 to 5X from bear to bull, rather than the 1 to 2X of the larger companies.

Two companies I am interested in are covered by someone else. Links here for future reference.

VICOM: here.

Silverlake Axis: initial look, later reports.

I'll get back to them when there is a bear market.