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CPNRF fund, I say switch into the TFUND

Submitted by PaulRen on Thu, 08/09/2005 - 7:35am

TFUND (9.95) owns the factories and so is a superior fund in my view. Besides the current yield is higher on recent market trading prices -and there are no leaseholds issues. This shows  yet again why smaller is often more rewarding, when it comes to SET investing.

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Not all REIT’s are created equal!

Submitted by PaulRen on Thu, 01/09/2005 - 2:28am

Investors in new Thai REIT's here must be careful not to get into a possible long term "investor trap" of leased rather then owned properties.

Where the lease contract of properties held by a fund does not have a "sinking fund" provision. Some REIT’s long term lease rather then own...

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A review of my investment strategy, at mid-year.

Submitted by PaulRen on Wed, 06/07/2005 - 7:47am

Prime upper scale global real estate is in a bull market in select locations, which is most probably overextended in the US; but more like in the early to mid-cycle in various other desirable & select...

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Cooling down on Petrochemical stocks.

Submitted by PaulRen on Thu, 23/06/2005 - 4:05am

China is bringing on huge new capacity in this sector (namely ethylene) over the next few years, and far more then the country itself is in need of.  I think a similar situation is developing in Iran.  If oil prices peak, so will this sector. 

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Ticon ramblings" and a new 4th model portolio addition.

Submitted by PaulRen on Sat, 11/06/2005 - 5:03am

I have recently changed my view on Ticon from a "strong buy view below 10", to now a "buy view", at the current price of 9.70.  Read here why.  I still prominently feature Ticon in my model portfolio giving it a full 50% weighing with the other 50% going into...

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Three new selections to my current model portfolio.

Submitted by PaulRen on Mon, 06/06/2005 - 2:39am

With the SET in a probable bottoming process, I now chose to go out on a limb and add three new ideas to my model portfolio. TCB, SE-ED and SEAFCO. Here is why. Today marks the first time I alter my previously advocated sole selection, since last October 27 "04.

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Shipping stocks sink and an analysis stink.

Submitted by PaulRen on Wed, 25/05/2005 - 9:47am

Shipping stocks take a dire hit. I for one here stated for some time to avoid them; despite most all brokers here being bullish on this sector.

I had a chance recently to review some of the English equity research of National Finance NFS (NatSEC) on Ticon and again am amazed on...

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HMPRO, take profits.

Submitted by PaulRen on Tue, 10/05/2005 - 3:38am

With HMPRO's stock price at least 50% above as compared to a year ago, when I favorably wrote about this selection, I am now getting more cautious and today here note so.

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Rojana’s outstanding warrants.

Submitted by PaulRen on Tue, 05/04/2005 - 2:16am

Rojana (6.85) is  now rated as a "strong buy" in my view, evenwhile it does have close to 300 million warrants outstanding.  This was not mentioned in a favorable Bangkok Post write-up on Monday, April 4th  -and yet is worthy of some attention and understanding.

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