XaiJu
The Retail Fund Manager PH
The Retail Fund Manager PH

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February 2023 Q&A

Comment down below for some questions and I will try to answer!

Comments

Hindi Yun management fee tulad Ng mutual funds na binabawas sa capital mo. Management fee Yun na parang sweldo Ng mga peoperty managers. Sabihin mo sa BUGOY na nagsabi niyan.🀣

TheCheap Gamer

Boss, totoo po ba na may management fee ang reits? Di lang daw ako aware nasa fineprint daw? Totoo ba yun kung may clue kayo?

Micah

As an Investor, you don't care about the companies efforts about something. You only care about the cash flows that these companies can generate to you as a shareholder.

TheCheap Gamer

Insight sa CREIT on their efforts in investing in renewable energy? Good buy?

Investing Noobie

Decent

TheCheap Gamer

Hi sir. Any insights Po on fgen?

Gyan Yan

BOBO yang hinayupak na Yan. Hindi marunong magcompute Ng interest rate.🀣

TheCheap Gamer

https://www.facebook.com/reel/172539942295863?fs=e&s=TIeQ9V&mibextid=0NULKw Idol comment naman sa ganito

Micah

Para Makita mo Ang share dillution or share buy backs and even Normal Dividend Rates, mag base Yan sa common stock.

TheCheap Gamer

Hello sir, Matanong ko lang po kasi nakikita ko na ang gamit nyo sa Y on Y shares outstanding sa research nyo is the common stock. May advantage po ba if common stocks ang gagamitin kesa capital stocks pra tingnan kung may dilution of shares? kasi pagkakaalam ko po is ang capital stock is considered lhat ng stocks pati preferred stocks. Thank you.

Monnix

Thanks 😊

Helen Grace PH

I don't believe in Buy and Hold Forever. Personally, I will only hold them for as long as they still have good fundamentals. For the stocks that you mentioned, SPC and GMA7 are the ones who struggled in profitability last year. SPC may recover this year due to coal and oil prices going down. GMA7 may continue to slow down. SCC is also expected to slow down this year.

TheCheap Gamer

What can you say about SPC, ANS, SCC, LTG, & GMA7. Are they good to hold forever

Helen Grace PH

I haven't updated my analysis on those 3 yet. But I like BDO, the other two are overvalued on my last analysis.

TheCheap Gamer

Hi, recent earnings of SMIC, SM PRIME, BDO looks tempting in the background of falling PSEI, but the problem is they have high PE...are these stocks worth investing or its better to stick on undervalued companies with good fundamentals

Noty


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