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1. VICOM: Might be too highly priced and you have got to wait on corrections to buy in. A lot of analysis has been done on this stock, so you can easily find analysis on the web.
2. PetraFoods: Might be highly priced too. However, it is doing well in the emerging markets.
3. Etika International: Digesting from its earlier acquisition spree.
4. Wilmar International: Slowly, its assets in Malaysia and elsewhere will be injected into this company.
5. GMG Global: Turning into a China Stock. However, it has got a good growth story and markets to penetrate.
(vested in 3 and 4)
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