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PaulRen's picture

The next big spectacular growth industry. My 5 picks.

The next big boom industry is clean/green across the board!  From energy savings, to less pollution to reduction of being held hostage by less then open and even some rogue oil producing countries. I predict it will be a huge new industry where in time the next bubble will eventually brew....

PaulRen's picture

LVT, chairman's meager response.

LVT's chairman responds, but I am not happy with the inadequate letter which does not really address the issues raised.  So I just wrote back as follows.  I cannot copy this letter here as the format it was sent to does not allow me to copy and paste this.  In the letter he gives...

PaulRen's picture

A letter of concern to LVT's Chairman.

Here is the copy of a letter I sent to the Chairman of LVT, K. Ongkoon Youman on December 28 '08. 

A lack of transparency along with regular and frequent insider transactions by one director has raised serious corporate governance issues at MAI listed LVT.

PaulRen's picture

LVT will be a most important stock for us in year 2009.

LVT will be a most important stock for us in year 2009 (!) -as we combined own a huge chunck of this undervalued company which seems to be on a continued mission of keeping its good news/prospects quiet for too long.  All to the detriment of us silent shareholders here.  Its time...

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Further dwelling on Ticon.

With Ticon's stock price now back to where it was in October 2004, when I then first turned wildely bullish, some may wonder if the bottom has now been found?  Perhaps, but will it just sit there for some time, as I fear.

PaulRen's picture

Anatomy of an oversold stock.

Here is one quality selection which rocketed up last year, only to deserve profit taking. Now with this stock 2/3 lower then its highest price not long ago, I think the selling is well, can we say, way overdone. 

PaulRen's picture

SPPT, my choice for the energy crisis along with LVT.

SPPT is an interesting story with a new device which converts plastic into oil. Today's BKK Post article confirms the company is making progress on this. The just newly issued warrants now trading are undervalued -and so mispriced.

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Most 1Q. '08 earnings reports released, my comments on some.

Here are some comments on the 1Q. earnings reports which have been released so far. This should help members assess and re-evaluate with my input on some winners and dissapointers, to date. Remember one quarter does not make a year.

PaulRen's picture

MBAX (3), my contrarian play.

For those investors who now want to take a bit of a contrarian view on the US$ currency and global oil prices -and so think the selling on this stock price is overdone why not take a look at MBAX, around 3 Baht just now.

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