SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ADFLEX SOLUTIONS ( AFLX ) -- Ignore unavailable to you. Want to Upgrade?


To: Kent Sarikaya who wrote (694)7/5/1999 3:39:00 AM
From: Dave Mansfield  Respond to of 718
 
Hey Kent, do not entirely give up on small caps. I agree one needs to diversify ones portfolio, but to entirely give up on a sector (especially small caps) is giving up on a sector which may provide wonderful returns. According to Peter Lynch's book, begin with companies in industries in which you are familiar. Also, look for value in companies where others for whatever reason cannot see it. Here's one suggestion for you. (And I urge you to do your own due diligence.) CFCI finance.yahoo.com A small cap company here in suburban Chicago. A P/E of 14.86 and projected growth of 15-20% over the next several years. Wall Street has yet to see the potential of this specialty chemicals firm. And I'm sure there are dozens of other such small cap firms. When it comes to large cap firms (not that there's anything wrong in investing in some of them) everybody knows what's going on with such firms. Very little inefficiency. But the small caps. Many are not followed closely. If you can find the diamond in the rough before others do, the chance for gains are immense. Just takes a bit more work. Please do not give up on the small caps. A lot of potential exists if you do your homework. And I'll be the first to admit, I didn't do as much homework with Adflex as I should have. Good luck Kent.



To: Kent Sarikaya who wrote (694)7/6/1999 8:56:00 PM
From: Dave Mansfield  Respond to of 718
 
Hey anybody else get the 1998 annual report and their invitation to the shareholders meeting? Interesting reading. Anybody planning on attending? I cannot make it. I bet if nothing else it should be entertaining.

Dave



To: Kent Sarikaya who wrote (694)7/7/1999 1:53:00 PM
From: rich evans  Read Replies (1) | Respond to of 718
 
sflx deal indicates AFLX deal was cheap IMO. I think the best way to recoup is to buy the company getting the good deal INVX. INVX has gone up about 1 point since deal announced. Doug Fant has owned and followed for some time and likes INVX. I bought it also after deal announced.

Rich