Raj, we share the same pain here. As we both own CM8 and BUD. And I only own these two, was too greedy to obey basic investing rule
diversity. And the mistake I made did give very hard lesson this year :I just newly married , and bought a property in MELBOURNE , it was supported to be Bentleigh or Morabbin or Chelteham which near Brighton, but in fact , I only can afford to buy in NOBLE PARK , and most of deposit is from my wife , quite shame , is not it? With so huge paper loss , I just can not sell any of them. Small caps , it is not for everybody, at least for the ones have faint heart. For me , DOM is quite good at communication, I did sent a few Email to him and get respond politely very soon. The only problem is , we do not how long it really takes them to fully integrated TRACK and make it back original performance level. Q&A? So far so good , and I am quite happy with all the progress they made . BUD ,for me , the problem is excution , it seems it takes forever to get NOVEDA deal done , and this uncertainty creating no support and no interest . Time for yoga session at fitness fist Brigton, time to let everything go , tomorrow is a new day , is not it ?