Company Visits

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

Submitted by PaulRen on Wed, 12/09/2007 - 3:34am

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

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LVT, the turnaround.

Submitted by PaulRen on Fri, 15/06/2007 - 4:19am

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...

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TVO, a no show.

Submitted by PaulRen on Sun, 10/06/2007 - 4:54am

 TVO pulls a no show and lets' me waiting with no news. And where is the TVO receptionist at 10 AM at this company?

Thai Vegetable Oil Public Co. (9.85) was a SET stock I wrote-up with some positive enthusiasm in March when the shares were around 8.50 Baht. Read here what happened last Friday.

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A new investment selection near mid year.

Submitted by PaulRen on Fri, 01/06/2007 - 3:41am

GC, the company visit. An interesting speciality service chemical company with innovative talent and long experience -at high profitability and shareholder dividends. I like the story.

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Ticon, long term buy view maintained.

Submitted by PaulRen on Sat, 07/04/2007 - 9:46am

Ticon (16.60), the success continues and so any weakness in its shares is a buying opportunity as I see it. Here are my latest updated views based on a company visit -and Ticon" s most recent presentation to investors, all as of March "07.

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SAT, the company visit.

Submitted by PaulRen on Mon, 26/02/2007 - 6:12am

SAT (9.50) is trading at a low p/e of 6.3, on trailing 2006 earnings. Their net profit margin was a solid 10.9% in the latest quarter, or above its long term trend average. SAT has an ROI of 24.6% (1st 3 Quarters of 2006) and 44.94% (for year 2005) or...

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Demco, the company visit.

Submitted by PaulRen on Sat, 17/02/2007 - 11:43am

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well over 60% in price since, at which time I started viewing...

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Demco, the company visit.

Submitted by PaulRen on Sat, 17/02/2007 - 11:43am

Here is my full report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well over 60% in price since, at which time I started viewing...

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Demco, the company visit.

Submitted by PaulRen on Sat, 17/02/2007 - 11:43am

Here is my original report for members on the Demco company visit.

As exactly first published on February 14 ’07, for members only.  One month later we made this report available for to all viewers.  Demco soared well 200 % in price since.  When this stock corrected back to below...

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