XaiJu
The Retail Fund Manager PH
The Retail Fund Manager PH

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DECEMBER 2022 Discussion

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

Comments

Thank you. 🙏

Monnix

I am trying to find something like that. I will let you know.

TheCheap Gamer

Hello Sir, can you please provide advise on which sites we can get historical P/E data of a company? let's say for atleast 5 years? Highly appreciated.

Monnix

Its a new company. There's not enough historical data to analyze it.

TheCheap Gamer

bro can you make a fundamental valuation review sa mga penny stocks na active like FCG? thanks in advance more power to us investors.

Cy Borg

Kapag nag update na sa tool ko

TheCheap Gamer

Dont expect fat dividends soon for SHLPH because they will be spending a lot of Capex. The good thing is, this will be good for growth.

peacemaker25

Ms. Osial said the investment cost for the target expansion would be “a lot” but declined to disclose specific figures. https://www.bworldonline.com/corporate/2023/01/23/500086/pilipinas-shell-targets-up-to-60-stations-in-2023/?amp

peacemaker25

Pwede po pa update ng CEU one pager. Thank you

peacemaker25

One of my core stocks is ATI, an all check company in your 1 stock pager analysis :)

peacemaker25

Then that could be their game changer moving forward.

TheCheap Gamer

They just finished their new Batangas plant so no more large capex. Moving forward i expect more room for FCF growth. Hopefully dividends will increase next year and they will start to trim down their debt. I like the company because of high return on capital.

peacemaker25

Good Company but I need the Debt Leverage to fall below 3 and the company needs to start generating large cashflows again or else it would be hard for them to maintain or increase their dividends. Refer to my 1 stock pager analysis of DNL.

TheCheap Gamer

Opinion on DNL? A family owned business with a strong business model.

peacemaker25

Thank you for your prompt reply..this really help me in making the decision whether to invest in vul or directly invest to stocks..More likely I will rather invest in high dividend and sound stocks in the Philippines.

Chan

Well basically, its a mutual fund that bought an Index Fund QQQ which is basically a Tech Focused Index Fund. And they are charging 2.2% annual fee which for me is a daylight robbery hahaha! It does have a decent historical returns but thats only because of low interest rate environment in the past. With high interest rate and still increasing until mid of next year, Tech Focused index will continue to underperform. And they make their Fact Sheet not easy to understand which is another red flags.

TheCheap Gamer

What is your take on investing with AXA global advantage fund?

Chan

Nice video! Sana makita ng mga genius na bugok

peacemaker25

Thanks

Noty

I said YES in this video https://youtu.be/gTFje1AJpTg

TheCheap Gamer

Hi, is PLDT a good buy now since its price drop?

Noty

Thanks for this. I'll check it out. Happy New Year

Adriano Velmonte

Aswath Damodaran has a free valuation course on his YouTube and Website

TheCheap Gamer

Hi, I've been investing for about a year now. I want to learn about valuation of companies. How would you suggest I start. Any book recommendations? From the myriad of formulas for computing value which would you suggest?

Adriano Velmonte


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