Comments on: K-Tron (KTII) Business Valuation

By: 2009 Best Small Companies Part 5 | Old School Value

2009 Best Small Companies Part 5 | Old School Value — Mon, 30 Nov 2009 17:28:47 +0000

[...] Regular readers are probably sick of me mentioning what a great company K-Tron is. You can read all the details in the KTII stock analysis. [...]

By: Old School Value Investment Portfolio: SEP 2009

Old School Value Investment Portfolio: SEP 2009 — Fri, 02 Oct 2009 21:29:38 +0000

[...] K-Tron (KTII) also makes up a healthy part of my portfolio and it too went up nicely. Planning to sell if it reaches around $110. The company is still great and the fundamentals remain excellent. [...]

By: Old School Value » Blog Archive » A Company That Sounds Like A Transformer: K-Tron

Sun, 23 Nov 2008 22:47:07 +0000

[...] May I wrote about K-Tron, a boring niche company that deals with material handling machines and crushing equipment. 3 months [...]

By: Forbes 200 Best Small Companies Project — Old School Value

Forbes 200 Best Small Companies Project — Old School Value — Sat, 15 Nov 2008 08:58:00 +0000

[...] K-Tron International (KTII) [...]

By: Jae Jun

Jae Jun — Thu, 31 Jul 2008 04:11:17 +0000

An article on Forbes about KTII that is pretty much in line with what I had in mind pluss more background. Great information here.
http://www.forbes.com/free_forbes/2007/1029/102.html

By: Choosing Growth Rates and Discount Rates — Old School Value

Choosing Growth Rates and Discount Rates — Old School Value — Thu, 26 Jun 2008 21:02:43 +0000

[...] Ko from The Wealth Accumulator brought up some very good questions related to my K-Tron analysis and wrote a interesting follow up post on Thinking About Growth. So while the topic of growth was [...]

By: Jae Jun

Jae Jun — Mon, 02 Jun 2008 08:59:56 +0000

Direct competitors with K-Tron.
1. Badger Meter
2. Heat and Control
3. Key Technology
Competition comparisons here.

By: Jae Jun

Jae Jun — Mon, 02 Jun 2008 01:01:23 +0000

Hey Enoch,
I wasn’t trying to defend myself or anything. In actual fact, your questions made me realise that I didn’t completely think everything through. I should just append what I wrote into the post haha.
I need questions like yours so that I dont get stuck in a rut.
High growth rates aren’t really a thing with me as well. But I believe this is a good company with a moat wide enough to yield enough capital gains over many years. Currently, it may not be a cheap stock but I’m looking forward to the long haul on this one.
I’m checking out your post now

By: Enoch Ko

Enoch Ko — Sun, 01 Jun 2008 20:34:57 +0000

BTW, what time did you post to your blog? Could your post have caused the “pop” towards the close of trading on May 29th?

By: Enoch Ko

Enoch Ko — Sun, 01 Jun 2008 20:30:45 +0000

Hi Jae Jun,
You’ve done quite a job analyzing K-Tron. I don’t mean to discourage or discredit your analysis. It’s just that I’m paranoid about forecasting high growth rates.
Anyway, your post inspired me to write a post on thinking about growth. I’ve got plenty more questions for you there, so be sure to check it out!
Cheers,
Enoch