MAY 2024 Q&A Discussion
Added 2024-06-06 03:26:12 +0000 UTCAsk anything and I will try to answer! I may discuss the question in my youtube if its too hard to explain in a text.
Comments
It's a decent company, currently growing and I believe undervalued. Ang ayaw ko sa kanila is Hindi sila malakas magbigay Ng dividend pay out or aggressive share buybacks
TheCheap Gamer
2024-07-04 01:03:37 +0000 UTCSir goods ba si agi? Salamat
John Ernon
2024-07-03 14:25:59 +0000 UTCCompanies na nagiissue Ng bonds, normally hindi talaga maganda cash liquidity nila. Either umuutang sila to refinance their maturing obligations or to invest on growth opportunities na eventually kapag mag materialize, it lowers their leverage.
TheCheap Gamer
2024-07-03 08:18:54 +0000 UTCMatagal nang mataas leverage Ng DD, one of the highest in Property sector kase super aggressive sila nagexpand dati. Sa case Ng kanilang retail Bond offerings, binigyan sila Ng Aaa rating Ng Philratings. Now kung naniniwala ka sa agency na Yan, then yes Aaa rated bonds are safe.
TheCheap Gamer
2024-07-03 08:14:24 +0000 UTCSir, pwede pa check DD's FS with regards to upcoming Bond offering of 8%. Please comment on the risk and debt if liquidity is ok. Thank you.
Linton Lim
2024-07-03 05:56:03 +0000 UTCNabigyan na kita access, pa check po
TheCheap Gamer
2024-06-28 10:04:32 +0000 UTCSan po mkikita yung mga data, dividend tracker and etc. here.
Allan Villanueva
2024-06-28 09:55:45 +0000 UTCay oo nga bulag, hahah sori
Judahbenj P
2024-06-23 03:59:48 +0000 UTCNot a priority, may mga mas gusto pa ako i-accumulate before AEV
TheCheap Gamer
2024-06-23 03:33:26 +0000 UTCone more, just curious, bat wala ka AEV sir? salamat
Judahbenj P
2024-06-23 03:32:22 +0000 UTCHuh? Naka separate siya sa bandang baba
TheCheap Gamer
2024-06-23 03:31:35 +0000 UTCSir question, sa allocation percentage mo, wala ang mga REITS. paano ang allocation mo nuon?
Judahbenj P
2024-06-23 03:14:46 +0000 UTCAlways check my Content library in my excel to see my latest analysis
TheCheap Gamer
2024-06-21 01:42:35 +0000 UTChttps://youtu.be/6hjNRybtya8?si=XPaSIffLu-KG1D5F
TheCheap Gamer
2024-06-21 01:42:14 +0000 UTCthoughts on MER? hesitant to get in a position now. thanks
Michael
2024-06-21 01:33:55 +0000 UTCThey are valuations based on different growth assumptions.
TheCheap Gamer
2024-06-14 10:59:17 +0000 UTCAsking as a new investor. In your one page stock analysis, how different are quarterly and year-on-year growth fair value? What should I consider as a long term dividend investor between the two, excluding the zero growth?
Jude
2024-06-14 10:43:43 +0000 UTCOkay
TheCheap Gamer
2024-06-07 04:51:29 +0000 UTCWala po. Kasi it will limit the potential upside in case maganda takbo Ng Isang sector based on certain economic conditions.
TheCheap Gamer
2024-06-07 04:51:23 +0000 UTCSir pa value ang SEVEN. mamatz
Judahbenj
2024-06-07 02:25:33 +0000 UTCMay percentage limit / rules ba kayo kung gaano kalaki ang iinvest nyo sa ibat ibang sector sa loob ng portfolio mo? For the sake of diversification. Thank you
Isk0
2024-06-07 00:59:35 +0000 UTCI don't discuss my personal life hehe.
TheCheap Gamer
2024-06-07 00:17:54 +0000 UTChi sir out of topic po ang question ko..just wanna ask f u are an engineer?hahaha...
MICHELLE DE GUZMAN
2024-06-06 14:33:13 +0000 UTCMay latest video review na ako diyan, check my Content Library tab in my excel
TheCheap Gamer
2024-06-06 12:27:18 +0000 UTCpa request po ng pgold review, if wala pa, thanks!
Mary Ann Duario
2024-06-06 11:59:15 +0000 UTCOk thx ill go with keepr and pryce this month as a priority and meralco next month… before price goes to the moon lol.. thx a lot
creepythus rico coralde
2024-06-06 11:48:25 +0000 UTCJust buy all of them. If only I can predict their future, then I can weigh in which one is more valuable than the other. But I can't. If one of them doesn't grow as expected, then stop buying or sell it. That's how I approach it.
TheCheap Gamer
2024-06-06 11:43:02 +0000 UTCThank you for that.. my question is which one do you value more between this 2 choices.. thx
creepythus rico coralde
2024-06-06 11:24:44 +0000 UTCWell all of the companies you mentioned have decent fundamentals for now, I just don't know about their future.
TheCheap Gamer
2024-06-06 11:21:11 +0000 UTCDiversified n ko juz need ur thoughts para dito
creepythus rico coralde
2024-06-06 11:17:10 +0000 UTCDiversify, spread out on all good companies.
TheCheap Gamer
2024-06-06 11:13:42 +0000 UTCIf I think it's undervalued and I believe the company will grow in the next few years, I buy.
TheCheap Gamer
2024-06-06 11:13:13 +0000 UTCHello sir ano po mas advisable foe example may 200k ako .. ilagay ko ke meralco ang full amount or tig 100 ke pryce and keepr? Thx in advance
creepythus rico coralde
2024-06-06 09:31:29 +0000 UTChello. nsa 39 and average ko sa pgold. what can you suggest ? how do you deal sa mga ipit na stocks?
Mary Ann Duario
2024-06-06 08:55:11 +0000 UTCCheck mo 1 pager analysis ko sa kanila. Both below my bargain price. GMA7 however pwede maging value trap.
TheCheap Gamer
2024-06-06 06:46:57 +0000 UTCHi Sir. Paki analyze po ang GMA at MEG. Sa lahat ng nasa portfolio ko, ito lang talaga ang malaking down. Kung sa current situation nila, sa anong price mo sila bibilhin?
Wilson
2024-06-06 06:00:55 +0000 UTC
