Lemme guess. Salve hates SM! ne?

I guess it is BPI. Hehe =) Personally I don’t like their call center service.. Very slow. Nonetheless, I consider ALI, AC and BPI as my favorite stocks. =)

Here are my favorites because as a trader I earn from these companies even if we are in a financial crisis:

1. JFC
2. TUNA
3. BPI
4. WEB
5. AC

Bad service? I’m sure PLDT yan. Poor service on telephone and broadband.

Mine is AC, ALI and SM

@ red - ayos naman ang PLDT sa DSL.. well, at least dito sa amin oks naman. ^_^

My favorites:

-JFC
-ALI
-SMB

From the six, ALI (Ayala Land) is the cheapest at 60% over BVPS (book value per share).
The six stocks mentioned are still a bit expensive.

It’s fine to listen to the opinion of brokers but let’s be cautious. They could be recommending them because they have holdings in those companies.

Best to do your own research. Heavily beaten stocks selling at very well discounted prices relative to BVPS and NCAVPS (see Investopedia) will provide the most gains in the long run.

Just one example, AGI, the holding company of Andrew Tan, whose businesses are Megaworld, McDonalds Phils, Emperador Distillers, among others…. is selling at a 61% discount relative to BV as of Nov 25. And also selling at a NCAVPS discount. AGI has a market capitalization of 17.1B. Current Assets at 55.46B and total liabilities at 33.42B. So even if they pay all of their debt, they’ll still be left with 22B in cash. And this cash is greater than the 17.1B market capitalization.

Does US stocks count? If so, Vertex Pharmaceuticals has to be there in my list. Starbucks would also have to be there as I had good gains from it. Please note that in Vertex, I was able to trade this both ways, long & short. Starbucks was short all the way from $27 to $17.

I went back a month ago after hibernating for six months when I lost 15% - 18% of my portfolio. Good enough since we knew what happenend next.

I already earned 19% (average out of four stocks) from the last spike- up cycle. Bought ALI at P5.50 and sold it at 6.40. Bought Mega at 0.68 and sold it at 0.80. Lost with AC.

And now for the current cycle, bought AC at P172 and closed at 174 and sold it at 181 the following day. However, yesterday it went up to 195 high. I missed that one. Bought ALI at 5.40 and sold 30% at P5.90. Bought MWC at 12.75 and sold 70% yesterday at 13.75.

I bought a lot of MEG yesterday at .51 and .50. Don’t know if it will go up today? I hope it will

So thse are my favorite stocks. ALI, MWC and AC. I go for MEG because I can see a pattern on how they manipulate the price. Just piggy-back with these experts (kuno?) and you will earn good returns. Just know when to go out because it happened so fast. VLL is one stock that is being manipulated too. I lost in this stock. I earned some but lost bigtime. And my favorite two stocks if you want to party or lose your balls. go for PA and GEO.

Just don’t be too greedy and if you earn at least 2% in your position sell. That’s good enough. Also, don’t follow technical readings because our market is too small. When foreign players come in you will just shake your head in disbelief.

I will bet on June 2009 as the best time to go bigtime. Put all your ammunitions this time.

how do you buy & sell stocks? what is the least amount to begin with?

Yes, I earned na at least 5% with my MEG stocks sold some at 0.55. I will pull out everthing at 0.56.

I placed buy order at 0.53 .052 and 051.

I placed buy order for MWC at 13.50. not moving yet. I will pull out of ALI at 6.20. Placed buy order at 5.90 and 5.80.

OZ, use online trading. Don’t depend on brokers over the phone. You will hate it when their line is busy when it was the best time to buy or sell. You can start at 25,000 pesos.

Oz, note of caution for equities. when the good news is out in the open (or when published in the newspaper) that’s the time to sell. the best time to buy a reputable stock is when it dipped too much. that means when it’s too bloody, that is the best time to buy.

since it is difficult to determine the bottom, a good strategy is to do cost averaging. i do follow the 40 40 20 rule. position your regular portfolio at 40% of your pot the other 40% for cost averaging and the 20% of your pot for buffer in times of extreme movement.

i put my guess on BPI, although SM could be a close second, hehehe…

I like highly speculative stocks where you can win big or lose big:

OV – oil exploration; they struck oil in Galoc field
GEO – mining; they have large mining claims all over the country
ATN – cosmetic surgery, mining, real estate; they have undervalued properties

A word of caution: play only with money you can afford to lose

OZ - you have to find a broker at your place, lucky if you are in Manila since broker commission is a lot less not like here in Baguio. Try looking in the yellow pages or in the Web. Go to pse.com.ph, active stocks and click for a particular stock, data regarding the that stock will appear. Look for boar lot, that is the minimum number of shares you can buy. EX geo has a board lot of 10000 x 3.9 (doing price), so you must have a minimum of P3,900 add approximately 1.5% commission for the broker.

My advice
1. Invest money you won’t need for sometime. (as pinoy investor mentioned money you can lose). Don’t borrow money to use for stock unless you can afford the risk
2. Lucky you since stocks are undervalued already - we just can’t tell if it still will go down.
3. Check on bloomberg.com and see how the DOW is doing. If DOW went up - most likely it will go up here as well
4. Since you are planning still to get into this game - go mingle and talk with people in your broker’s office.
5. Ask for the email of MARK and andrew - seems mahilig sa MURA at possible pay out when the stock will go up hehehe
6. Try muna blue chip stocks - they are quite stable - doesn’t go up/down that big. So you really don’t have to worry on monitoring it everytime.
7. Buy 1 lang muna and from there - you will learn a lot from the experience - GOOD LUCK … TO ALL

NOTE: But if you have money - think muna - baka my maisip ka na investment which can give you 1 or 2% a day (the E-loading business returns 10% and doesn’t need that much capital) - compute that for 30 days :), mas okay investing on your own creativity

hi. may i request for financial advise? since market prices worldwide are plunging, wud u rekomend i sel my Jollibee shares now 2 use proceeds as partial payment for my bank housing loan 2 reduce loan principal balance n avoid huge interest payments? at what price should i sell? wil jollibee stock price recover sooner or later considering global financial crisis. it seems price is slowly going down everyday.

@ernest
If the stock is on a downtrend, I would sell it, pay my loan, and buy again the stock at lower price when I have extra money. I wouldn’t invest in stocks if I have debts to pay. But that’s just me, others may be more aggressive.

it sure is BPI!

Unlike in its early years of operation since inception, JFC’s customer service is continuously deteriorating.

Dirty outlets.

Water faucets not properly working.

DIRTY TOILETS. DIRTY OUTLETS.
DIRTY TOILETS. DIRTY OUTLETS.

In my experience, their service crew serves food even while cleaning the washrooms (yes I am referring here the toilet). Isn’t that disgusting ?

Its sister company CHOWKING is even worse. Chowking has a dirty food preparation. Both fastfood outlets suck big time.

Gone are the days when Jollibee was clean, presentable while providing friendly customer service.

Now they have a new sister company called Manong Pepe’s. This new restaurant serve PANIS na mga pagkain. No appealing taste whatsoever. This is the reason why their outlets in EDSA Crossing, Lawton, Manila beside the old Manila Art theatre have empty customers even while other unknown restaurants surrounding in those areas are heavily crowded leaving Manong Pepe’s crew staff doing nothing.

Jollibee is not an original Filipino concept. There would be no Jollibee if not for Mcdonalds. Jollibee copied Mcdonalds concept although they became more successful here in the Philippines.

Mcdonalds’ outlets however are generally clean, have good ambiance and they provide better customer service. I only go to Jollibee by force if Mcdo outlets are not visible.

Mcdonalds maintains international standard especially in the area of PROPER SANITATION and good customer service.

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I like all the stocks mentioned in the article except of course Jollibee.

PLDT service sucks although as a whole it maintains a large market share in the industry and the company’s fundamentals is strong.

I am not much into technology stocks except for Globe and PLDT and also Goog (Google is listed at NYSE).

Speculative stocks like mining do not attract me.

Generally I like stocks owned and managed by the Ayalas like ALI, Maynilad, . . . Henry Sy’s SMIC … John Gokongwei’s JGS.. . . . Many of these companies are leaders in their own industry and they have long term stability, strong potential for more growth over the long term.

I don’t trade stocks because studies have consistently shown that this approach is a loser’s game.

Thus, investing is the only way and there is no other way to increase the chance of success. And investing means no market-timing. It means buying stocks with good fundamentals whether the stock is falling or rising. I don’t care about market sentiments. Investing means no technical analysis because this approach is purely hallucination. Nevertheless, most if not all brokers especially online brokers promote this approach because the application of technical analysis encourages more trading. And more trading means more money for brokers.

So you see, many brokers seem to provide good advice but don’t ever forget that they too have their own hidden agenda and personal vested interests.

INDEXrider

If one would like to invest in stocks, how do i start? IF i have 100k right now to invest, what would you recommend? I have an investment in mutual funds and i’m thinking of cashing it and invest it myself in equities. Could you please advise on how to do it?

do you have an email?

hi, can you update your blog now. since it’s been quite a while and things have change now. surprisingly, without even going to a formal lesson on stock market, we pretty much tie up with the stocks to monitor. All the stocks you are looking on are good and stable stocks. ALI however is a cheap stock. That’s just mycomments. By the way, if you want to discuss some further reviews, we could share some perceptions further on the stock market movement. You may reach me at this e-mail, rickmakati@yahoo.com. Thanks & regards.