XaiJu
The Retail Fund Manager PH
The Retail Fund Manager PH

patreon


October 2023 Q&A Discussion

Ask anything and I will try to answer! Let me know If you want me to add your question to my Rational Reminder Series In youtube to have a broader discussion.

Comments

sir magkakron po b kayo ng tutorial for fundamental analysis? hehe

Patrick Diamante

okay

TheCheap Gamer

Sir, pa request po ng stock pager analysis ang FPH and ASLAG. Both are in energy sector and i see na nasa watchlist nyo din FPH. Thanks Sir!

POGING G

thank you

p3k

Ang isang company na sa tingin mo maganda at undervalued, e hindi ibig sabhin tataas na siya or magrereprice sa kanyang fair value agad. Kelangan mag aggree sayo iba pang investors specially investors or institutional with big capitals para mapagalaw nila ang stock price.

TheCheap Gamer

Well CROWN is a small cap company. Small cap companies, hindi yan madalas magkakaroon ng malaking volume at nasabayan pa ng Bad market sentiments.

TheCheap Gamer

Meron if you look at my shared portfolio in my TRFM GINYUS tool excel sheet.

TheCheap Gamer

Do you have CROWN sir? The earnings report is good, however, the volume daily are always so thin. It has been on down trend for many years.

p3k

Sorry bro, i don't believe in crypto so i don't have it.

TheCheap Gamer

Meron po ba kayong Crypto? If yes, ano po hawak nyo and kamusta ang port?

AEL

Thank you sir for your insights.

Jep Piscos

I already sold my DELM. I think they are struggling to trim down their debt. Incase of SGP, I think they are suffering from political/regulation pressure which is the main issue with utility stocks. I'm still keeping my SGP. They still pay dividends and I think they will still be around after 10 years.

TheCheap Gamer

Hi sir, what's your take on ngcp and delm. I have positions on both and ask lang po sana if hold lang and wair for reversal or start trimming na? Konti lang position ko sa dalawa pero sakit sa mata. Hehe thanks sir.😊

Jep Piscos

Thank you! Will wait for your review!

Rupert Lanuza

I think the price of RRHI which is close to 100 around year 2018 is at over valued levels. They are struggling in profitability this year which i think created a bad sentiment for the company. But the recent downtrend could be an opportunity as it is now trading at 5%+ Dividend Yield. This is one of the stock that I will cover in my channel for 3Q to see if there's a change in the fundamentals.

TheCheap Gamer

Ano po sa tingin nyo ang reason behind the the RRHI downtrend since 2018?

Rupert Lanuza

I like ICT and I have it as a small position in my portfolio. I will add more if they close this year better than last year.

TheCheap Gamer

ICTSI seems to be having good expansion projects all over the world and reports profitability, will this be a good stock to buy?

Noty


More Creators