ask king louie, page-10

re: ask king louie - fa just finnished my latest trawl for fundamentally undervalued low risk stocak that make up the bulk of my portfolio and here they are. Comment if you want but as you know I pretty much do my own thing and don't expect that you can have a real impact on where these stocks go but inturn would hate you to miss out on some big profits :-)

MAP -
Macquarie Airports -
Analysts don't know how to value it.. MAP will outperform for years to come. STRONG BUY

¡§I hold and have held for a year when it came up the first time.¡¨


MCR -
Mincor Resources NL -
No Debt, strong fundamentals, PE a bit higher as Sector is strong. TO target for sure. STRONG BUY but sell if Nickel goes ar$e up.

¡§Just Bought for the long term¡¨


MXI -
Maxitrans Industries Limited -
Manufacturer of road transport equipment? Good growth sector, strong half Yr Rpt, Been restructuring so ROE should gain momentum. STRONG BUY

¡§Just Bought for the long term¡¨


AVV -
AAV Limited -
AVV, Had a poor half and got smashed. Fundamentally no a great buy but market sentiment sending it lower. Wait for turn around and BUY

¡§Sold on bad earnings rpt over $2.
Waiting for at least a 10c turn around.¡¨


CRU -
Catalyst Recruitment Systems Limited -
Came up last round, I bought at 69c. Still fundamentally good and good sector. No Debt, good Div, Need to up their margins in a time of low unemployment :-) GOOD BUY

¡§I hold and have held for a year when it came up the first time. I have also topped up on recent pullback due to this research (not the pull back, the top up ƒº)¡¨


GUD -
GUD Holdings Limited -
Bad earnings Report, well over sold. Concerns about the lack of growth potential but with a good div, strong sales and no debt, I would say it's a GOOD BUY

¡§Oversold but still some big boys looking to get out, might give it time and get in if have long term cash to splash as good DIV¡¨


UOS -
United Overseas Australia Limited -
Property in KL :-), had a good run but still fundamentally cheap, Watching with interest. If the AUD falls it is good for the co. Illiquid so SP can be volatile. Still a GOOD BUY

¡§Intriguing, watching with interest as ran hard lately but could still pull a nice surprise on great fundamentals as my MND is ƒº¡¨


SNL -
Supply Network Limited -
PE high, A bit of debt due to Stockpiling for future growth. Good Fundamentals A GOOD BUY Came up last round and we picked them up at 40c.

¡§Pulling back from a hard run, looking for a top up price, must be close.¡¨


MFS -
MFS Limited -
Good DIV, Insto Investor, Hotels (Breakfree, Ski Resort (bulla/hoffem) Fundamentals look too good to be true? And it is. Currently in merger talks with BRK (Breakfree who's Fundamentals are good but not as good as MFS's. One to watch, good sector with

¡§Waiting to see result of merger¡¨


CWP -
Cedar Woods Properties Limited -
Numbers look great , the sector is coming out of favor so carries sentimental risk although the stock should still make good earnings.
No Interim Div Paid, strong year and could continue. If so, hope PE gets to about 6 and buy but be aware that SP follows earnings, not so bad except the property bubble is busting?

¡§I would buy it but property is heading downhill fast. DON¡¦T fight market sentiment as you wouldn¡¦t catch a falling knife.¡¨


***Curent Holding

BSL, LEI, FOA, FCL, MAP, ORI, HDR, BQT, GDNO, TZL, MXI, MCR, CRU, CDO, SHV, SNL, ATR, WPL,..(I think that¡¦s all?)