Company Visits

PaulRen's picture

UEC, quality, growth -besides defensive to the current enviroment.

Before and after UEC (2.14) remains one of my key quality defensive stock choice on the MAI exchange  -much undeservingly trading below that exchanges' valuation averages. After a visit with UEC's president, today I review why.

PaulRen's picture

UKEM a trade, PTTAR the long term investment.

After speaking with UKEM's management I have changed my mind on this.  Instead I view UKEM a trade and PTTAR as now my big cap of choice -for the longer term.

PaulRen's picture

Commodites down for now. And TIES, the update.

A real potential for deflation in 2009, due to the collapse in global demand, if so you now want dividend income more then ever. Have the commodity stubborn bulls now gone nuts?

An update on TIES, an oversold stock where I just got a good update for members.

PaulRen's picture

MBAX, factory tour for members. Pls. sign up now.

MBAX suggests Wednesday, December 17, '08 for member private factory tour.  To sign up drop me an e-mail soonest at .



PaulRen's picture

Infrastructure boom pending in Thailand.

Monday early morning at the office. A new idea whose fundementals have been already and appear very strong going into next year.  The right choice at the right time as Thailand after, an on-off, is now finally likely to get going on a massive infrastructure spending spree next year.

PaulRen's picture

Ticon alarm bells ringing.

Ticon alarm bells are ringing for me.  Until the company scales down its expansion plans and instead buys back some of its own shares, I changed my view to neutral earlier today and instead, would focuss only on our strong earnings gowers, in the now far less certain economic enviroment.

PaulRen's picture

LVT, strongest buy view stated.

A table pounding buy view based on solid fundementals during uncertain times.   A current year 2008 p/e of 2.15.

PaulRen's picture

TRC, an update on this favorite.

Thailand, has no securitized rubbish here. TRC, margins are on the increase.

PaulRen's picture

LVT, an update on this favorite.

With a p/e barely above 2, trading below its book value and with an assured very strong 3 quarter earnings report to be announced next month.  All suporting a near tripling of net earnings this year, as compared to last year.