August 2023 Q&A Discussion
Added 2023-09-03 16:00:05 +0000 UTCAsk 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
I am okay with that specially if the holding company has some other smaller subsidiaries that can become big at some point and drive future growth. I think at the end of the day, they still have different fundamentals and valuations. And not all holding companies owns 100% of their subsidiaries, just a portion of it.
TheCheap Gamer
2023-10-06 03:27:58 +0000 UTCHi TRFM, what are your thoughts on owning both holding (parent) and its subsidiary companies?
Earleo Goco
2023-10-05 23:24:30 +0000 UTCI don't change my strategy based on what the media is doing.
TheCheap Gamer
2023-10-02 23:22:56 +0000 UTCHello po, quick follow-up. Just saw a Manila Bulletin/Philstar take on Power Producers in the Philippines - that they are gradually distancing themselves from public ownership (AP lately at around 19%, FGEN's free float is sitting at 11.67%. Will you still be bullish on the Power Sector, and sell niyo nalang po ba ang Power stocks niyo later in case there's a tender offer? Quick thoughts po on this. Thank you as always po! Link: https://www.philstar.com/business/stock-commentary/2023/09/28/2299670/quick-takes-around-market
Erly
2023-10-02 01:49:16 +0000 UTCYes, its one part of my inputs.
TheCheap Gamer
2023-09-27 03:56:30 +0000 UTCare you using FFO instead of cash flow instead?
POGING G
2023-09-25 09:35:02 +0000 UTCI am using my modified discounted cash flow model
TheCheap Gamer
2023-09-25 09:17:18 +0000 UTCWhat is your method for finding the intrinsic value of a real estate property such as LAND, CLI, SHNG etc? Thanks much!
POGING G
2023-09-25 05:10:09 +0000 UTCPlease explain (could be a Rational Reminder video) the effect of AP's removal in the PSEi due to share buybacks resulting to less than 20% free float, and is it different from HLCM's case? Tried looking into the free float level and it shows 20%. Not sure if there's another level of threshold for stocks not included in the PSEi? Thank you very much.
Erly
2023-09-21 10:02:30 +0000 UTCdo you have access to google drive? my current valuation for JFC is updated there
TheCheap Gamer
2023-09-20 23:11:08 +0000 UTCJust a follow up sa JFC Youtube 10 mos ago. What is the current fair value or buy price ng JFC dito sa Patreon? Salamat.
herns
2023-09-20 00:31:46 +0000 UTCI think COL Financial is the biggest one. Also the only broker listed in the Stock Exchange. So I would say, the other brokers are smaller ones.
TheCheap Gamer
2023-09-13 04:16:36 +0000 UTCRequest lang po sir video regarding the best brokers sa ph. Kumbaga safety, lowest fees, convenience etc. thank you kung magugustuhan mo ung idea. More power sayo!
Michael
2023-09-12 04:34:04 +0000 UTCIt depends on your financial standing. For as long as you are putting money that you think you won't need for at least 10 years. And emergency funds should not be used for investing as well.
TheCheap Gamer
2023-09-11 07:33:37 +0000 UTCHow much is a good amount to invest Per month? To maximize compounding long term? What would you recommend? Would weekly be better? Or monthly. Salamat!
Michael
2023-09-11 05:57:14 +0000 UTCThank you, sorry binura ko yung isang comment ko regarding fmetf since nasagot mo na sya sa 2nd reply mo. Anyway, thank you po ulit laking tulong po ng insights nyo, more power!
Rupert Lanuza
2023-09-11 03:50:52 +0000 UTCYes, you are right, BTW si FMETF does not pay dividends. So for me, its not even a good option.
TheCheap Gamer
2023-09-11 03:48:45 +0000 UTCIf my dalawang funds na tulad ng nabanggit mo, yes pwede mo sabihin na you are going to earn more sa 9.9% with annual management fee of 1% compared sa isang fund na meron lang 7.8% annual return. BUT still, you should always find and focus on low cost funds. Kasi historical returns are not guaranteed na ganun din sila sa future, so better stick with low cost investing.
TheCheap Gamer
2023-09-11 03:40:34 +0000 UTCHindi yan 7.8% for 30 years. If Total return(with dividend reinvested), its close or above 10% din.
TheCheap Gamer
2023-09-11 03:38:34 +0000 UTCKung ang average return po ng PSEi in 30 years ay 7.82%, at ang S&P500 ay 9.9%, pwede na ba nating masabi na ok lang kung may global mutual fund ka na may 1% annual fee? Ano po sa tingin nyo? Thank you and more power!
Rupert Lanuza
2023-09-11 01:54:07 +0000 UTC
