Company Visits

paulren's picture

MAJOR (12.60) my major pick for 2011.

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.

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.

paulren's picture

PRIN, back on the stronger buy view list.

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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CITY, leave town without it.

I mentioned CITY a few times in our member lounge as a choice I was interested in re-visiting. Today I did and came away un-inspired.

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PRIN, the follow up company visit.

On June 18, I spend another couple of hours with PRIN and came away convinced its the deep value, high growth besides likely double digit dividend income pick in the sector. See here why.

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DEMCO, the company visit update

Here is my company visit with DEMCO after a solid, intense and clear "tete a tete" meeting with two of the company's principals, last Friday, June 18 2010.

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Maximum Bullish, a super stock for you.

My dear members, all good things come to and end.  And while its been a roller coaster at times, the long record as many of you know has been very succesfull.  Today I call it quits and here leave you with what I think is one of the best ideas...

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PRIN, the undervalued and misunderstood.

PRIN (2.04) has been a property selection of mine for the past few months. PRIN is also a selection in my latest currently running model portfolio. While the SET has dropped some 5% since posting it in the model, PRIN has held its value well.  I like it as an...

paulren's picture

Less filling, taste great -and you get paid while you await

Here is a company visit I held in person at the beginning of this year. It was reported to members some 2 weeks ago and now made available for all to see.  This choice, a medium cap in size,  has held its value around 21 even while the SET market corrected...

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