Company Visits

PaulRen's picture

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

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.

PaulRen's picture

TKT, an attractive micro cap I like.

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.

PaulRen's picture

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

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.

PaulRen's picture

LVT, the "Louis Vuitton" of tournarounds.

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...

PaulRen's picture

TRC, the strongest buy opinion/view in place.

TRC has been a prominant choice of mine since earlier this year around 3  Baht per share. Despite the 60% stock price advance since,  I today share with you my latest company visit report and so re-rate TRC with a strongest buy view.


PaulRen's picture

Demco the update, Act 2

Recently I have stated warming back as this selection’s stock has consolidated around current levels for some time. After a return visit, here is the update.

PaulRen's picture

Another company visit report, low p/e & earnings acceleration.

GEN, another interesting turnaround story with seemingly accelerating earnings growth sustainable going into 2008.  I rate this one with speculative buy view.

PaulRen's picture

I like TIES, an exciting company visit.

Highest quality company with a nice dividend in an important and growing industry, at 1/3 the industry average p/e. Here is a 25 year old company I just visited and came away exited and so rate it accordingly.  

Here is an original member-only article as posted on September 11 2007, and...

PaulRen's picture

LVT, the turnaround.

LVT (1.46) is my turnaround stock choice for this year.

After some turbulent years and a stock price at much higher levels some time back, my take now is that things have turned for the better and I so rate the stock with a buy view. Here are my summary findings...