Company Visits

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SITHAI, post the company visit.

Submitted by PaulRen on Thu, 09/06/2011 - 6:33am

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.

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Ticon some updates/concerns.

Submitted by PaulRen on Mon, 30/05/2011 - 8:44am

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?

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DEMCO, remain bullish.

Submitted by PaulRen on Thu, 19/05/2011 - 2:47am

DEMCO announces a capital increase for next month. This likely means the company is confident the wind project will finally proceed ahead next month.  I spoke to DEMCO a few days ago and here report here to members my views.  The capital increase will only go ahead if/when DEMCO receives the mega/huge wind...

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DEMCO, another update.

Submitted by PaulRen on Fri, 22/04/2011 - 9:51am

Here is an important and timely update on DEMCO (4.54), which I continue to rate with a strong buy view.

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DEMCO, an update.

Submitted by PaulRen on Wed, 09/03/2011 - 7:52am

Here is another update on an important stock selection here.

Today DEMCO gave a solid and professional presentation -and answered all questions asked.  While the process of getting their wind energy project off the ground encountered some red tape and delays bank paper work, it now looks set to take off.

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SITHAI (9.05), another core choice for this year.

Submitted by PaulRen on Mon, 07/02/2011 - 8:54am

I rate SITHAI (9.05) with a solid medium term buy view, but not "strong buy". This only so because this stock may not move up until more see/understand/value what I think I here understand and we never know if this is weeks or months.  Still, by the second half of this year,...

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MAJOR (12.60) my major pick for 2011.

Submitted by PaulRen on Mon, 17/01/2011 - 2:53am

Here is a quality mid cap selection which I visited at length last Friday and worked all weekend to share with members my enthusiasm.  I rate MAJOR at the current price of 12.6 with a stronger buy opinion.

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DEMCO confirms Wind Energy project.

Submitted by PaulRen on Thu, 02/12/2010 - 8:13am

Today we listened to the 3 senior principals from DEMCO which gave an upbeat presentation at the Stock Exchange of Thailand's  "Opportunity Day".  DEMCO confirms the Wind Energy project is now a go.

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PRIN, back on the stronger buy view list.

Submitted by PaulRen on Tue, 02/11/2010 - 10:04am

Today I am back on PRIN (2.16) with a stronger buy view.  I don't know how the 3rd Q. earnings report will affect market sentiment, but my call is the stock is now oversold!

 Regardless of short term movements I much like PRIN at this price going into 2011.

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