Company Visits

PaulRen's picture

LVT, strongest buy view stated.

Submitted by PaulRen on Wed, 15/10/2008 - 9:46am

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

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TRC, an update on this favorite.

Submitted by PaulRen on Tue, 07/10/2008 - 4:31am

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

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LVT, an update on this favorite.

Submitted by PaulRen on Fri, 03/10/2008 - 6:09am

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.

 

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MBAX, act two. The sequel.

Submitted by PaulRen on Sat, 21/06/2008 - 9:46am

To balance my just previous picks which benefit from high oil prices, here remains a choice which would much benefit from Baht currency weakness as well as any sell-off in the global oil price, now a bubble.

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SPPT, another key choice for the current enviroment.

Submitted by PaulRen on Sat, 07/06/2008 - 11:12am

Here is my company visit review on SPPT.  It is clearly my choice for the high energy price new enviroment.  I think the just newly issued warrants are undervalued as stated -and the SPPT story seems to have gotten some local attention. Rightly so, read here why.

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LVT, another key investor choice to beat the energy crisis.

Submitted by PaulRen on Tue, 03/06/2008 - 4:27am

LVT a key investor choice of mine which actually benefits from the current soaring energy costs many industries are victims of. Here is my follow up company visit report.

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TKT, an attractive micro cap I like.

Submitted by PaulRen on Mon, 19/05/2008 - 10:01am

I like TKT as it has all the key elements in a micro cap I look for.  Here is my company visit report for you.

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Ticon's long stock price consolidation coming to an end?

Submitted by PaulRen on Tue, 15/04/2008 - 4:02am

Ticon (19.1) ready for another move? The continued solid fundamentals would support this but the company being listed in the lame mid-cap SET sector remains a risk of more boredom.  Unless management innovates some shareholder enhancers. This is the reason I hesitate daring a question mark.

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LVT, the "Louis Vuitton" of tournarounds.

Submitted by PaulRen on Sat, 26/01/2008 - 7:55am

LVT the tournaround condintues with this "Louis Vuitton" stock.  Dared with a strong buy view rating, despite the superb strock price advance of last yer.  Here is the update based on a company visits late last week.

I am given guidance of EPS expected of 0.50 for 2008, fully dilluted. This...

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