XaiJu
The Retail Fund Manager PH
The Retail Fund Manager PH

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February 2024 Q&A Discussion

Ask 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

thank you for your response

Hilda Aleta

About Kay CHP, speculation palang Yan. Wala pa Yan material information na gusto nila i-pursue.

TheCheap Gamer

It doesn't matter kung maganda financials Ng company at kaya nila magbayad Ng dividends, nakadepende padin sa management kung magdeclare sila dividends. About sa Tanong mo for DMC, kaya niya magbigay Ng dividend but again, nakadepende sa management kung gusto nila magdeclare. Ang mga companies except for REITS, Hindi sila required magbigay Ng dividends.

TheCheap Gamer

hello sir. peding magrequest ng financial analysis ni dmc kung magbibigay ng dividends this march one thing more di ba balak niya bilhin si CHP if that is tje case possible ba magbigay o invest niya sa CHP instead

Hilda Aleta

Wala ako valuation diyan Kasi puro negative pa multiples niyan. Normally kapag ako, kapag may hawak ako na stock na nag struggle or bad fundamental, kapag d ko nakikitaan Ng recovery sa fundamentals niya within the next 2 years, binebenta ko na.

TheCheap Gamer

May unti ako position kay DITO na ipit base sa valuation mo kay DITO sir benta naba sya? na panuod ko yung vid mo sa mga company ni dennis uy.

Van Ezekiel

Wala pa idea since d pa nagsusubmit lahat ng kanilang 4Q 2023

TheCheap Gamer

Sir question kung you have capital now you want to invest anung stock priority mo 1st 2 and 3rd choice mo sir?

Van Ezekiel

So far, nagiging okay na fundamentals niya. But so far, Hindi pa ganun kaganda sentiment sa property sectors. If magcontinue sila mag grow this year, then maybe babalik Yung favor Ng market sa kanila

TheCheap Gamer

Sir MEG okay ba sya now?

Van Ezekiel

Hindi ako interested sa mga preferred shares sir

TheCheap Gamer

Cebu Land Masters FOO...What's your take sir?

Judahbenj

RRHI needs to improve more. WLCON is overvalued based on my previous analysis

TheCheap Gamer

RRHI pla sir okay ba sya mag ipon ngayon? & bakit bumabagsak WLCON?

Van Ezekiel

sige sir thanks wait ko nalang din haha

Van Ezekiel

First week of April pa ata announcement Ng tender offer price. Hayaan ko muna market mag speculate Ng price hahaha

TheCheap Gamer

yung sayo ba sir bebenta mo na?

Van Ezekiel

Yung broker mo, mag email sayo Yun or notification kung i-accept mo na itender mo siya. Sila na bahala mag tender, bibigay sayo Yung pinagbentahan after ma clear. Usually may mga dates Yun, antayin mo tender offer announcement ni PLC

TheCheap Gamer

Kapag d mo mabenta, sayo padin naka record. Pwede mo ata pagawan Ng stock certificate sa broker mo. Ang problema dahil mag private na siya, mahihirapan ka na ibenta Yun.

TheCheap Gamer

Matic ba yung sir kahit di ako mag benta ma wawala share ko ng PLC? sorry di ko gets yung tender offer

Van Ezekiel

Okay mag bigay Ng dividend si BEL in the past Basta gumanaga iba niyang non gambling or gaming assets, kaso matumal sila in recent quarters

TheCheap Gamer

BLOOM, LOTO and PLUS mga profitable na gaming stocks so far pero Wala pa diyan Meron malaking dividend payout like PLC

TheCheap Gamer

Haay mawawala na si PLC, kakaumay 😅 ano kaya maganda ipampalit? Di ko pa naaral si BEL. Kakaumay talaga pero that's life. 😅

POGING G

While I haven’t personally tried that strategy, I believe it requires significant effort. It involves closely monitoring stock prices and diligently noting dividend ex-dates. Personally, I wouldn’t pursue such a strategy.

TheCheap Gamer

Sir bought some dividend stocks, what if gains is more than the declared dividendsand planning to sell before the ex date then buy back during pull back.

Hilda Aleta

okay, soon

TheCheap Gamer

Interested in MWC po, pero so far overvalued siya based on 3Q2023 Valuation. Just checked that revenue has increased but net income and EPS have decreased in the audited 2023 FS. Pwede po pa review ng MWC for 4Q2023 Sir? Thank you very much po.

Erly


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