Properties are the ones pushing our PSE up last week. Some random notes:
1) Sy stocks are laggards this time around. They will get some attention when MEG and the others are nearing their peaks last year. We understand the doubts with SM's management vs. ALI, but the SY's landbanking is still impeccable.
2) VLL is being hit by some curious foreign-selling. What gives? Is Villar's planned play in the debt market too much?
3) CPG is the better-performing of the 2nd liners at this time. Perhaps boosted by news of condos that are topping-off this year, it might be good to ride some here for short term. I already did.
4) ROCK is still fucking lazy. One of the worst performing stock (overall) last year and still there's no sign of life. Could the management or investor relations at least craft a positive news update on the activities of this company?
5) Solid performance by MEG. I disposed all my positions at 3.99. If this PSE jumps steady at 6500 (meaning the market is by that time on a confirmed uptrend) I'll enter at whatever price MEG is in.
6) BHI remains a stock only for the adventurous. As usual, bet only if you have the full time to monitor. And get out when youre lucky the gain jumped to +10% within one week. Get out if your loss veered to negative 5%. At least you have a 1:2 play with your casino bet here.
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