What the Best Investors are Buying

08/14/2007 12:00 am EST

Focus:

Ken Kam

CEO, Marketocracy, Inc.

Ken Kam’s Marketocracy, a service that tracks the buying and selling of the best investors, sees new momentum in these two companies.

Deswell Industries Inc. (NASDAQ: DSWL) is a small-cap, China-based, Electrical Component/Equipment company involved in Plastic Injection Molding, Electronic Products, and Metal molds. Electronic Products, the company’s largest segment, creates circuit board assemblies and finishing devices for Internet/telecommunication products. The Plastic Injection molding segment creates a variety of cases, grips, cartridges, plastic components for telephones, printers, cars, printing machines, flashlights, ventilators, and even fishing tackle. Along with the plastic/electronic products, the company creates metallic molds for telephones, copiers, automated tellers, and audio equipment.

Deswell Industries’ primary customers are located in the United States, Germany, United Kingdom, France, Italy, Japan, Hong Kong, and China. The Best investors in this stock recently increased holdings by +16% and the Rest decreased holdings by -1%. In December 2005, the Best Investors began purchasing Deswell Industries at $11, and they held those shares relatively constant until April 2006, when they loaded up on more shares at $9.50. Since that time, the stock rose to $13.04, but it has fallen off a bit since then. Now, in the past two weeks, the Best Investors have increased their holdings of DSWL.

UPM-Kymmene Corporation (NYSE: UPM) is a mid-cap, Finland-based, pulp and paper company whose primary business segments are paper, converted products and wood products. Within the paper segment, the company creates magazine, newsprint, and fine/specialty paper. The converted products segment makes labels, wrapping, and tags, while the wood segment is involved with manufacturing plywood and veneer. With 12 magazine paper mills and 7 newsprint mills, UPM has plants in 15 countries and primarily serves printing houses, publishers, packaging industries, and Finland's Energy and Forestry departments.

The Best Investors recently increased holdings by +16% and the Rest decreased holdings by—4%. The Best investors began purchasing UPM-Kymmene Corp. in January 2004 at $19. Since that time, the stock has fluctuated between $19 and $27, but they have gradually increased their holdings in the stock as well. Some shares were sold in November 2006 at $25, and although the stock has dropped from $25 to $22 in the past month, perhaps the Best investors are interested in it once again, as they have purchased more shares in the past two weeks.”

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