Company Visits

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Another growth company with high yield -trading below market SET averages.

Submitted by PaulRen on Fri, 05/08/2005 - 2:40am

Never marry a stock. Always monitor your stock investments. Dont" buy and just hold on forever, as too often things change faster then we perceive in the new century. 

PTL (5.4) has a very strong balance sheet with no long term debts. It is the global leader in its market...

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Ticon, another visit in person.

Submitted by PaulRen on Fri, 22/07/2005 - 4:30am

Updates from my latest visit with this key Ticon selection. Coming away as bullish as before.While I think even these solid numbers may prove to be conservative, they indicate a p/e of 6.7 for this year and dropping to 6.3 next year, or a 50% discount to the updated property...

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An exciting company visit -SEAFCO

Submitted by PaulRen on Mon, 18/07/2005 - 3:06am

Seafco (4.36) is yet another neat smaller cap company which is nevertheless the clear leader in what it does.

This company commands a 36% market-share and has been in business for 31 years. A family run business for three decades where the owners still own some 45% of the...

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Ticon, an update from a company visit

Submitted by PaulRen on Mon, 02/05/2005 - 4:32am

My excitement continues with Ticon and I remain firmly convinced that all remains in place for this firm to earn some 1.50 to 1.60 per share this year, the same as I have been projecting for some months now.

At Ticon" s current market price of 9.7, this translates into a calender year 2005...

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Ticon visit

Submitted by PaulRen on Thu, 02/12/2004 - 4:35am

Ticon's stock price has risen about 15% in value since I first pounded the table a month ago.

During this same time the SET index rose less than 4% and the property index about 7%. More importantly the company voted at its board meeting, since then, to establish this new...

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Ticon, the transferring of assets into capital.

Submitted by PaulRen on Sat, 13/11/2004 - 9:17am

Ticon's sale of properties into a new Real Estate Fund is a classic transferring of assets into capital and thereby creating of new value.

Since Ticon plans to do this every year, starting with year 2005, the significant capital gain is a recurring one and so should be part...

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TICON Investor Presentation Download

Submitted by PaulRen on Fri, 29/10/2004 - 8:50am

We have uploaded a pdf file containing a recent presentation TICON management gave to investors and analysts in Sept. '04.

The presentation contains an overview of the company, the latest financial results, and the short term outlook for the company.

TICON is a top pick by Paul Renaud, made recently...

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Ticon revisited, coming away with a strong buy view.

Submitted by PaulRen on Wed, 27/10/2004 - 3:22am

Ticon's earnings keep growing leaps and bounds as the number of factories is expanding at a 30 to 40% annual rate. The growth rate is not slowing and the 3 Q earnings (to be released in 2 weeks) will attest to this. I think earnings per share can attain 1.1...

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Two growth stocks with reasonable valuations.

Submitted by PaulRen on Sun, 18/07/2004 - 11:29pm

Asian Property (AP 4.4) and Master Ad (MACO 11.9) have some things in common as I see it. Both are growth stocks and leaders in their respective industries. They trade at 2004 P/E's below 10, or a discount to the average SET P/E. Recently I went to visit managment of...

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