A brief update on MAJOR (14.7) wich remains the major mid cap selection. Increased ticket prices to come, strong movie line-up and the opening of the Mega Living Mall shopping center on Bangla Road, soft opening on 11/11/2011 -are the key drivers to further strong profitability next year.
A new growth stock considered which I hope to visit shortly. The SET may back off a bit at which point I would nibble on TICON again; this after having rightfully walked away 3 years ago. TICON, UEC and UV are my new investor selections/ideas.
DEMCO remains a favorite, evenwhile its price has shot up. On this correction, along with the general market, members/investors should consider it again, through the proper lens of medium term investing.
Just back from more company visits but it was un-exciting. My latest new ideas stated here, and a re-afirmation on the current top choices. In bull markets high growth companies's shares can outperform value investing.
CRANE has been a stock pointed out from time to time and I never gave up. On my recent list of recent laggards its one of the favored, at current prices. Here I review what my strategy has been and why I remain CRANE bullish. It may well have awoken...
