Realizing that DEMCO is a very important stock for us, I today spend some more time digging in some nitty gritty detail. Here are some further research notes on this core selection I keep rating with a table pounding buy view, as an investment.
DEMCO (3.66) gave its SET Opportunity Day presentation today and we listened carefully. All is on track. Here is my summary 30 minutes later. Strong buy view remains in place.
SYNEX, another high quality growth story with good dividends. Its well removed from the developed countries' troubles and so fits well with my current investor theme which is domestic focussed with a retail/consumer bent.
Sell off in SMT shares likely over done. Here is why with an updated report. Based on a highly informative & interesting visit last week. Strenght in the Chinese currency vs. US$, benefits this company.
Investors in PRIN did well in 2009 only to see a peak a year ago. Rightly so I walked away back then. But I realize some members got stuck so here is an update for you. I think its still too early to get going again on PRIN. Instead I favor SIRI and secondarily QH.
An open letter to SRITHAI Superware (SITHAI, 9). Their charismatic chairman then answers, just today. Based on a company I just re-visited in mid May and so continue to rate with a long term buy view, especially at current viewed oversold levels.
I tried to visit TICON last week but did not receive any answer back. Here is an exchange of some e-mails with them which I think depict the issues of concern on this high yielding stock -whose future earnings growth however is now more in question?
