Company Visits

PaulRen's picture

More on HYDRO and SMT.

HYDRO's stock already moved up and some caution is advised. SMT is just bouncing back of late and in time both make investor sense and remain key selections in my current model portfolio.

PaulRen's picture

HYDRO, the upbeat company visit.

HYDRO is the Thai leader in what it does which is Water Treatment Plants. 

After visiting this company late last...

PaulRen's picture

PHOL a laggard revisted.

PHOL is a company I wrote here favorably last year, but it then languished.  Floods and restructuring of their water business postponed the success.  After an update with Mgt. last week, I think things are starting to change for the better and here is why.

PaulRen's picture

DEMCO's growth to continue well beyond 2014.

DEMCO's earnings growth to continue well beyond 2014 this along with their high BOI tax free dividends to come sustains the case of good dividend yields as well.

PaulRen's picture

STPI, a dash to LNG gas play

Here is my for member report on the STPI company visit I had in person last week.

This company's earnings and revenues are set to soar going forward and its probably better to be early then late in my view to...

PaulRen's picture

DEMCO's on site massive wind farm visit.

DEMCO's on site in-person wind farm visit last week -inviting members along.  Here is my report to all visitors of this site. 

Its all ahead of schedule and so the company will get huge tax free and increasing dividends from this...

PaulRen's picture

DEMCO member site/company visit.

Confirm a visit with DEMCO and me by attending our full day event on July 24th, visiting the largest Wind Farm to be in SE Asia with management.  Please confirm your attendance soonest.  Consider CITY (3) as another good growth stock.

PaulRen's picture

DEMCO all on target.

I know DEMCO is a mighty important stock for most of us and so today I decided to get an update, before the long Holidays here.

PaulRen's picture

DEMCO a genuine company visit.

Last week I was in Bangkok on yet another round of visits.  DEMCO stood out in that it confirmed everything -and then some.  Here is how and why.

Pages