IT/Technology Microcaps - KELLTON, MINDTECK, CYBERTECH, MOLD-TEK Tech, AXISCADES

I hold all these above scrips in my portfolio. Sitting on 40% average gain in last 6 months.
Of course on paper
Though I have enough conviction about my picks and willing to hold for medium (1 year) term, still would like some expert comment. So that I can make necessary adjustments

 

Sir, can you add a little story about each stock?

 

No view on any companies.
But would like to offer view on time horizon.
1 year view is not medium term.You are thinking on too narrow frame.

Ideally -
Short term - less than 4-6 qtrs
Medium term - 2-3 years
Long term 3-7 years ( some could argue 10yr+ over cycles)

I prefer thinking in terms of business/market cycle - typically lasting 4-7years -
low to low or peak to peak .
Thinking where you are in the current cycle is helpful.