SECB--my biggest winner this year

Im writing for posterity that I sold three weeks ago all of my SECB at 23%+ gain. SECB delivered the highest absolute gain for me this year because I accumulated quite a huge chunk since last year (part of the total holdings has been with me for more than a year).

It took some time for the market to digest the growth promise, ambitious plans, and vaunted results (earnings report) on recent quarters, but SECB reached there in the end. I also though the increases were strong and fast this last 6 months, which eliminated my temptation to dispose all at 10%.

Im still beating the index this year, but the gap has been lessened. I was keeping more cash than should have been, while the index bounced already from 6900 to 7300.

My buy posts have been hit! My buy posts have been hit!

Im writing for posterity that my bid posts at AGI at 24 and 23.5 (one tranche each) have been hit. I will accumulate this stock at every one or two peso breaches, even if it tumbles down to 10 PhP per share.

My buys were also hit in MBT at 81 and 80.3. Let's see how hard this bank will be hit again. I bought and bought here last year even if it went down to 70 - 72 range, and then only began selling when it neared 80. 

My add (main port) at 1.50 in FLI  were also hit. I also purchased (comeback) FLI in my nimbler port at 1.51. FLI is a decent-dividend paying property issue, so I will buy and buy even if this goes below 1 peso. 

I placed buys in TEL at 2700, PGOLD at 36.1 and 37.3. 

Looks like the cash position that I rigidly kept will be put to good use use in the coming days. Im not minding much the oil price angle this round that's supposed to be pulling down prices of equities worldwide. Will just need to concentrate on a few favorite, fundamentally-sound, preferably dividend-paying stock. 

If youre short on cash position, it could also be good to cut loss and dispose of your speculative stocks now. The fund could be put to good use somewhere else. 

Noticed that BLOOM went down 9%, MPI back to below 5, SMBPH back to 16 again,... hmmn. Need do a deeper study, sifting, and hunting during the weekend.  

For now, I need to go back to work. Day job beckons. 

WARNING: The foreigners are selling

Whether it is due to Hagupit or low GDP is not that important. 

The more important thing is to ready cash to get in to favorite stocks previously left behind.

My buys in TEL at 2900 and 2800 at one tranche each were hit in a few short days.

Since I don't have time to monitor the market, I will likewise place good-til-cancelled buys on other faves.

The locals are defending. I suspect our countrymen will be successful on other stocks, but will fail on others.

It's should be exciting to observe how resilient are we this round compared to last year.

Pick of the week is FLI

First-off, a warning: I dont get to check the market these days even on weekends, so Im stuck with the mostly BPI's capsule briefs. In this short recap, I check of course the volume and net foreign buying (or selling), and then check separately (at night) in forums specific stocks that they foreigners buy. BPI also usefully includes highlights of earnings report of some company. FLI was highlighted recently for having still an impressive year-on-year top and bottom line increase.

Further, FLI seems to have a healthy dose of foreign buying  I added (to my existing holdings) at 1.57, Im now seeing 1.62-1.63. My bet is the foreign-buying would have fuel until 1.69-1.71. I will unload some at that level, depending on how thick the bid vol vs. sell side. If FLI goes back to 1.55 or less, I'll add more.

On the macro and other possible picks, consistent foreign buying at at least 400 M daily could also mean taking us back to 7400 PSEi and threatening 7600 this time, so continuously watch your favorite index stocks. AGI, SCC, et al. GTCAP and MEG--perennial picks of the week before--have surged ahead and left me. I hope theyll come back in my arms again...

Pick of the week is to wait

The volumes are thin. There's no clear direction. Only buy when conservative buy points are hit. And never buy in a bet-everything poise. You must have funds to average down on your favorite stock, in case you need it.

If you're positive, sell if youre comfortable with the profit. Do not be greedy especially at this time, when foreigners can easily unload and elect to position in bonds again. It will be a deep downturn if this happens, and we must have cash to buy at that point.

Pick of the week for Wk42 is increase Cash position (to minimum 50%), but also follow possible short-term bounce, and get in if your conservative buy points are hit

This is that time of the balancing act, where the confident buyers of fundamentally-solid companies win. Where the right portfolio mix, built at the right entry points, will deliver the money (for that long-planned vacation, for the upcoming kids' school fees, for that hoped-for gadget...)

We might get sold down to 6500-6700 PSEi, so if you don't have at least 50% in cash position to use to start entering at that point, you have to adjust or add funds now.

If you want to be entertained though and have time to monitor, go in and out quick, you can take advantage of expected short-term bounce. How big a bounce? The DOW and SPX will give a clue on how high and how long. (You have to open every morning and check these US indices). But in general, you shouldn't aim for more than 3.5% profit in these hit and run transactions. And then there's should also be a time limit--if you dont get 3.5% in one week, still... get out

Now, for intermediate and long-term, we also shouldn't waste the opportunity to get in on favorite stocks once they get to tasty valuation points. Last year, the big bucks came from our confident conviction in buying MEG, DNL, TA, TEL, AGI, URC, even when they were being sold down hard.

So if we get a chance,
TEL at 2900 is a buy.
AGI at 23 is a one trench buy
SECB at 126 is a buy.
MEG, Im pining for, at 4.3
BPI at 88
SCC at near 100
GLO at 1600 is one tranche entry
DNL at near 10 is one tranche.

Patience, Luke.

Stay at 50% cash and enter your buy points ahead, if you dont have time to monitor closely. Play the short-term bounce if you have time to monitor.

(Bear? And what to do?) Pick of the week is to have cash ready and prepare conservative buying points

There are soothsayers abound again portending doom. It'd be fantabulous for them to be proven wrong, and be exposed as bastards who just want to enter again at good prices. But it is also right to be prudent with your money. 

I know that it was only 2 weeks ago when I wrote that indications point that we are in a bullish period. But since then, the moving average of the PSEi was brought down below where it should it be. It looks like sellers really sold hard when the index reached 7400. It seems that that high point was what many (even retail investors) were waiting for to take profit in droves. Good for those who sold at the very top. Congrats. I only sold a few back then. Sold way more positions yesterday. My profit lower than if I took them a few days ago.

More than bag the highest profit though, my objective now is to have again a substantial cash position and prepare conservative entry points in favorite and fundamentally-strong stocks. When bought at the right support, gains will come in again anyway. There could also be a Santa rally this year (there was none last year). 

First entry at GLO at 1600 remains a pick. MEG at 4.3 would also be very tasty. PGOLD at 32 is also a one-tranche entry. Would also be thankful if I would be given the chance to go back to TEL at 2900. 

Dont be rattled though by the doomsayers. It's still good to have positions remaining in the stocks you believe in (good managers, good growth forecast, fundamentally solid, and preferably dividend-paying) in case they are proven wrong. 

Pick of the week for Wk40 is GLO at 1600

Any one maintaining a respectable portfolio should be always on the lookout for good price entries in TEL and GLO. These two firms maintain a virtual monopoly in the country. And if any of the two dips down after you enter, even if the hit is by negative 10%, it's still ok to average down given the high dividend yield both gives year on year.

In the case of GLO, three foreigners are dumping for some reason. They must be realigning their funds to another 'hot stock' they are training their guns on, rather than abandoning GLO because of a real problem (say on business fundamentals) specific to GLO. And so it's an opportunity to get in for me.

I already entered one tranche today, and then placed a respectable bid size at 1600.

Now, back to work.

Bull!? And what to do?

For posterity, Im writing here that our index reached a record high yesterday. Although it promptly went down due to profit-taking by both locals and foreigners, the uptrend indicator is strong.

I like the now vigorous foreign-buying in AGI. I'll hold even the block I freshly added this week.

I dislike that I dont have MEG anymore. I thought and was hoping it will go nearer for 4, so I can buy again there, but it just surged strong from 4.3. Ah, it's true that any respectable PSE portfolio should have a MEG.

Another perennial favorite (but I dont have at this time) GTCAP also surged to record highs, even with a disclosure of decreasing net income. Growth must still be foreseen in this conglomerate, armed with news from insiders. Im reluctant to enter at this 100+ level, in any case, unless I have that solid info that portends growth.

In any case, what to do right now? What should guide our general moves in the PSE?

Technical Analysts will say that the uptrend is very much intact. That we are in a bull market definitely with the appropriate moving average line above above where it should be above.

But where specifically to place your bets at?

I'd say buy-up and add to a fundamentally-solid issue already thats in your port. Buy up on that stock you have already studied in the past as having promising growth for the next three years. Buy in tranches still, since this might be a reluctant bull.

If you want specifics, Im sticking to the pick of the week.

For 'entertainment,' Im also tempted to go Bazura for short term ... like ELI... one remaining Dr. Tan stock that still hasn't increased enough. For the intermediate period, Dr. Tan should just fold this inside MEG. The only question is at what tender offer?

ELI is not a reco though. Choose your own bazura to gamble in for entertainment. Choose your own Bazura only if you have time to monitor the market.

Pick of the week for Wk39 is AGI (especially if it breaches 26 strongly)

I like my chances in this better diversified conglomerate ("better diversified" as opposed to SMC, for example).

The previous post about how A Tan looks at the different pieces of his conglomerate as complimenting each other adds value to the whole issue.

And at 14 forward P/E, it is also a bargain today.

Further, if it breaches 26 strongly, the TA believers will interpret this as start of recovery. They will come in droves

Enter one tranche, if you wanna be safe.

About PSEi threatening 7400 (two weeks ago), TEL, and unsureness

I've sold my last holding that was showing double-digit gain two weeks ago. Ive been able to harvest that one big winner, TEL, because Ive been holding and averaging down on it even when the issue dipped down to 2600 levels last year.

I began selling when it threatened 3K earlier this year, when I thought it will hit a big resistance. I continued to sell in tranches until just a portion remained. Of course, if I had insider info that TEL will benefit an MSCI rebalancing, I would have held all and then sold in one chunk instead. But I dont have that foresight, and I was comfortable with the +5%, +8%, +10%, then +17% (for the last tranche) profit even if it goes up further from hereon.

Another reason that reinforced my decision to sell is the impression that too few (to me) stocks are taking the index up. It was noticeable that a only a few highly-weighted issues are taking our index higher. Unlike the surge last year when almost overwhelming number of issues were hitting 52-week highs left and right (even second liners like ELI and ROCK were being bought up to record highs early last year), the index increase today could just be funds training their guns on less-than-10 specific stocks.

This should bring unsure-ness, but if you have faith in fundamentally-sound stocks that are stil showing strength (like SECB), there might be another +17% around the corner to enjoy.

Pick of the week for Wk38 is GLOPP. Watch also FLI (buy at 1.45 if this reaches this price)

I didnt expect a preferred stock to trade at this high volume. (Look at Ayala's and the preferred stocks of others, which has zero volume daily), but local funds might have decided to park funds according to the dividend promise of this issue. There could be a +5% here in short term. (Disclosure: I bought a chunk of this issue at offering price, when I was looking to park some excess cash in). But--enter cautiously. Im still not sure about the overall market sentiment. There's net foreign selling the past few days, and many are saying that the index increase today is just technical bounce (a temporary respite from being down consecutive days).

Im also observing FLI. It's a definite add when it reaches 1.45. I like fundamentally-sound, good-current-P/E, second liners like FLI, which also pay generous dividend (at least 4%) annually. If you get stuck, at least you can count on some income.

FLI is definitely better than CPG (which is a good peer for comparison) in this sense. Although I also already entered CPG again at 1.28...

Pick of the week for Wk37 is to rest, relax a bit, and watch muna

If you have elected to sell some SECB from the previous week's pick (which should be showing 10-15% today, and the RSI is too red hot todate), the recommendation to do now is watch.

Don't always fight, watch munaaaaa!

Ive sold all my PGOLD at 36.3, when I saw that the foreigners are still intent to bringing it down, and while it was still showing +3.5% in my main port. Today Ive reentered one tranche too early at 33.85. Im prepared to add another tranche at 32.5. It also appears that we are being given opportunity to buy more of TA, another favorite. Im positioned to add again at 2.3. But this is just me. There are no strong positive indications supporting a conviction to get in.

The more rationale move is to watch if the index intends to continue upward to 7400, or we're stunted at 7300. It's right to anchor your entries based on the general market sentiment. The net foreign buying yesterday breached a very favorable  1 B PhP+, this portends great things, but it still pays to be a bit careful given our current expensive valuations.  

If you're itching to enter, enter in tranches. Dont buy in bulk. 

Ukol kay DNL

Isa itong si DNL sa mga hindi ko na nasubaybayan, dahil sa kakulangan ng oras sa pagtutok, na sanhi naman sa pang-araw-araw na pagkakayod (kung di sin sana'y full-time na lang sa pag-te-trade, pero pantasya pa lang yata ito ngayon sa pinas).  

Subalit matagal ko nang kilala ang DNL, Oleofats, Chemrez at FIC, dahil na rin sa arawang hanapbuhay ko.  Naririnig kong ipinagyayabang ng mga minsang kahuntahang manedyer nila na, sa niche ng mga negosyo ng DNL, ay kakaunti pa lamang ang totoong kakumptensya nila. Totoo naman. 

Sa Chemrez halimbawa, na nagpoproseso ng mga virgin (hindi recycled) na resins para sa mga plastik--na gagamitin naman paglaon para sa mga upuan, lalagyan ng pagkain, bumper ng sasakyan, kutsara't tinidor, atbp.--ay yaong subsidiary pa lang din ni Gokongwei (JG Summit Petroleum) ang nag-iisang kakumptensya. Ganoon din si FIC na nagsusupply ng additive para nadudurog ang mga plastic bag ni SM kapag nabilad (oxo-biodegradable), at nang maka-comply ang plastic bag sa mga ordinansang pabor sa nadudurog na plastik (para di magsanhi ng pagbaha). Kakaunti pa lang din ang may teknolohiya (o partner) para may kumalaban kay DNL dito. 

Samantalang sa bisnes naman ng paghahalo ng kung anu-anong recipe at flavors para sa mga restoran, kailangan nyan ng lubos na pag-aaral, kagalingan. at kaalaman para makapasok ang kung sino mang gusto manggaya o mangumpetensya. Kokonti pa lang din ang nasa larangang ito. Minsan ngang nagyabang ang isang manedyer na ipatikim lang sa kanila ang gustong gayahing manok, aba, magagaya raw nila ang marinate, pati ang breading.

Wari koy'y pinapadala rin ng mga Lao ang kanilang mga emplayado para mag-aral o magseminar o mag-benchmark parati sa ibang bansa nang hindi nagtitipid, taliwas sa aasahan sa isang korporasyon ng mga Chinese. Hindi rin sila takot tumanggap ng mga inhinyero at ispesyalistang galing sa akademya. Nandoon na rin ang pagpabor ng mga Lao sa mga Fil-Chi. Sa isang miting, mapapansin mong nag-uusap ang lahat ng Fookien o Mandarin parati ang mga tao dahil halos iisang profile silang lahat. Hindi rin perpekto ang polisiya at diskriminasyong ito, subalit isa siya sigurong pinasimpleng paraan ni Lao para makakuha ng mga empleyadong bata, marami pang enerhiya, at may malasakit sa misyon at vision ng mga negosyo ng DNL. 

Mga mabilis na halos trivia lamang ang mga ito na ginamit ko mismo para mamili nang mamili nang DNL maski noong sumasadsad sya sa sais. Ang prublema lang, naibenta ko na lahat sila bago mag-diyes. Naniwala akong babagsak muna sya ng malalim bago lampasan ang diyes. Biruin mong, makailang linggo lamang, tumitira pa ngayon nang pa-kinse ang DNL. Parang si Curacha na ayaw magpahinga! 

(walang dudang mali at masyadong maaga ang pagkakabenta nang tatlong beses. pero oks na rin ang kita. nabili ko naman sila sa ibaba ng siyete)

Itong DNL dapat ang sinasabi ni katotong turmukesh ang makakatulong kung gusto mong talunin ang ganansya ng indeks. Di gaaanong kahirap talunin ang ganansya ng indeks dapat, kung naniwala at tumodo sa iilang solidong kumpanya tulad ng DNL. Hindi siya ganoon kahirap basahin ang kanyang pramis, maski noong nakaraang taon, kung tutuusin. Halos hambog na nga ang dating ng mga press release ng isang ito. Kung naniwala at tumodong 50% ito ng portfolio mo, daig mo na agad ang indeks ngayon. Yung nga lang, sa aking kaso, nakabenta lang nang maaga.

Ngayon, ang tanong--oks pa ba bumili ng DNL? Oks pa siguro kapag bubulusok pa ang indeks papunta sa 8000. Ibig sabihin, kung naniniwala kang ang sentimyento sa PSE ay sobrang positibo pa para itulok ang indeks sa 8000, bili ka na dapat ng DNL.  

Pero para sa akin, hanap muna siguro ako nang may 5% at makasundot nang kita sa gilid-gilid. Parang ang MBT halimbawa ay dapat madaling sumulong sa 91 ngayon galing sa 86.

Parang trip ko na rin mambasura saglit kung positibo naman talaga ang pangkalahatang sentimyento sa merkado ngayon. 

Yun ay kung may taym mag-monitor. Wag mambazura pag walang taym. 

Pick of the week is still SECB

I cant have a read the bazuras that are riding high today (e.g IS, MRC), and Ive been disciplining myself not to play with them since getting stuck for a long time--although eventually profiting--from SGI and the likes last year. Unless one has inside information on these companies, we can never really be sure. It's just a dangerous bet to enter without any business info at all. Speculators (modern day thieves) still roam the Philippines stock market and they are unafraid. They wont get caught. Our SEC is toothless and policeless as usual in the PSE.

And so Im staying with SECB as the pick of the week. I think this will attempt to breach again (for the nth time) 129- 130. Add the foreign buying support, SECB could pull away convincingly this time. This is still a bet, but at least we have the fundamentals of SECB to fall back to, just in case the bet's timing is still not right and ripe. 

McDonald's, Golden Arches, and Andrew Tan's townships

The local McDonald's franchise reported negative growth at the time our economy is expanding, considering further that our expansion is largely due to consumption. Picture more OFW's remitting money and their families having weekly budget for fast food, but local McD is not getting any benefit in terms of increasing profit out of it.

This regression of McD should also be placed side by side with JFC's report of high growth. Are the local McD stores raising their white flag of surrender to the Happy Bee? Jollibee is taking all the gains without leaving anything for McDo?

Why is this? One reason is probably. Andrew likes to complete his "townships," and a McDonald's store in a cluster of expensive condominiums and office buildings is a valuable chip for Dr. Tan. A chip that he utilizes for the 'bigger picture.'

Megaworld is even using a McDo store as a selling point, and AGI will build it, even if the store is not warranted initially given the small foot traffic (one first requirement for scouting for fast food location is high foot traffic). 

And so these stores may not be earning at all, but it would make the real estate around it more expensive. So, bad for Golden Arches (the company that holds the franchise for McD globally), but still good overall for AGI. 

But for long-term, AGI must still plan for Golden Arches to grow as well. I wonder though how AGI would resolve to show promise for Golden Arches as a subsidiary. Its marketing is still robust, commercials creative, and it is still differentiating itself from Jollibee as 'more premium' fast food alternative. Would this be effective in the end? 

About AGI, at this time

Weeks ago, I've listed AGI as among the issues I eagerly await to be given a chance to go back to. Among other reasons, I believe in AGI because

--this is the best-diversified conglomerate among its peers. 

--foreign funds has consistently show support for it.  

--Andrew Tan also is still hungry. He will continue to take risks and put money on opportunities that he sees.

--Ive never lost a trade with it (so far). This was one constant source of 'consolation prizes' many times over last year even during the hard downturn. 

But it's a foreign transaction that apparently now brought down AGI. Fidelity Fund, a big mutual fund in the US, apparently made a side deal with Andrew and bought a block at a big discount. At what discount? Appears they are not required to disclose.

In any case, this brought the wrath of other foreign investors. They sold down hard and perhaps attempted to bring down AGI to the perceived price that Fidelity bought it at.

And then there was also the lackluster earnings report for the most recent quarter.

The combination of the two negative 'catalysts' brought down price quickly by minus 20%, while peers such as AC continued to increase. Now, technical analysts will tell us that the downtrend is sure and continuing (see two parallel lines going down). It's not safe to get in yet.

Now, what to do?

Given that we dont know the buying price of Fidelity, and this is already a done deal, the first question is: has the market priced-in this factor by this time?

And then second question, can AGI recover to its winning ways in earnings on short and medium term? One subsidiary that reported negative is McDonald's. Can McD become a contributor soon? (More on McD as a member of AGI in another post)?

The forward P/E of AGI is now 14 and showing -7% one-year return. Compare this to AC  which have 25 P/E and +30% gain. If you consider just these data, it's time to start betting.

But if you are guided by TA,  you have to wait for around 25.3 to be breached convincingly (with good volume) before you get in.

For me, I entered AGI in my nimbler port at 24 and promptly sold all at 25 in 2 days when I saw that it is having difficulty breaching 25.

Then in my main port, I have been averaging down since this issue went below 25.3. Now my average price for 3 tranches is showing -4%. Im putting aside Technical Analysis mean time and just placed my next buy at 23.9. I wont be afraid even if AGI becomes 50% of my total port. I think all the four reasons that are mentioned in the beginning of this post are still true. It still sounds good to believe in the fundamentals of AGI.

Pick of the week for Workweek 35 is SECB... watch also FLI

I still have no time to look through many stocks, but SECB is one that Im seeing with persistent foreign buying. When we add into the consideration that the general market is steadily hovering above 7 K, and SECB appears to be one that is

1) solid fundamentally
2) but not yet threatening 52-week high (meaning, it hasnt gone up enough yet)
3) Invigorating its own activities with 'new' things (remember CANSLIM), even going further spending for a new logo:

The logo is a welcome 'youthful' change from this stale old-y one:

4) consider also the very positive earnings report in recent quarters.

I just hope CEO ViIllarosa is the real long-term visionary that he is being presented. He should truly steer SECB to compete with the Big 3 banks, as he declares the bank will. It's not that hard to best them from the surface, given, for example, BDO's notorious customer service and sly tactics for prevent withdrawals.

Also, make sure to add FLI on your watchlist.  FLI is being supported by two foreign funds. For a relatively-low-volume traded issue like FLI, this will be all it takes to take this realtor back up again to Q2 2013 highs.

Im back!

Although I would have loved to stay in this mode forever...

and get all vacation money from pure trading....

BUT the day job beckons. I was not totally absent from trading, but I failed to find time to jot down picks and trading notes.

The only trades I remember is buying and selling AGI, LRI, and TA in a few short weeks after seeing +5%.

Yes, it seems Im going back to that old strategy of
1) buy only highly-traded fundamentally-sound stocks, and then
2) put sell price the moment you see +5%.

Why go back to quick-in-and-out strategy?

It's ghost month and there seems to be very very stiff resistance at 7 K PSEi. It seems that a powerful resisting force is saying that we dont naturally belong in this index level.

This could be all hullabaloney, but Im relying on this possibility mean time, and make my trades with it in mind.

Conviction and belief in BEL paid off

Ive built considerable position from averaging down (In fact, I shouldnt have stopped averaging down). But I am still not yet selling. Im still leaning of holding on to it a few weeks until City of Dreams Manila opens.

This could change though depending on the overall sentiment we have with our market.

Hhhhmn, WEALTH is unloading TA again big time

This could be another gift that will give big time. 

First two buy tranches, waiting at 2.4. 

Picks of the week are one tranche in SCC, another in SECB, another small in UBP

If indeed we're on an overall uptrend,

these horses still can gas upwards vs. their previous highs.

One attention from a big fund, will push these up.

We should ride them some, beginning small just to be safe.

And so we're 7K again

I partly sided with the doomsayers (about inflation stunting our increase on short-term), and raised up a considerable cash position. I took profit early indeed. But since the PSE seems to be naturally-following the record highs of US indices, the selling was a wrong move on hindsight.

There's no remorse for me since that was the call, which was established based on info available. I have anyway still have some bets remaining and continuing to ride up these stocks in greens.

To those who stayed big on faith in MEG, et al, congrats! The only unfavorable indicator for us is that there was foreign selling yesterday. Well there could be rocky ups and downs in the coming weeks, but an uptrend should be the tide where the general sentiment is.

And this kind of sentiment is the sentiment we should ride on.

Let's hunt some highly-traded issues that still have some +10% jump in them. What's going to be your pick?

Whatever it is do not ride if you dont have time to monitor. You should be ready to withdraw on a moment's notice (like that moment when BSP indicates they are going to hike up policy rates).

Pick of the week for Wk27: watch out for the inflation report

Watch out for the inflation report later today. If it's more than 4.5%, you know what to do.

We would all need to lighten up more, and fast.

Pick of the week for Wk26 is BPI (after a quick browse through)

Still havent the time to do a more comprehensive review of our market. While in a business trip in this place,

I have very limited time to monitor our PSE, so I limited myself to observing foreign-buying more than anything else. Im aware that there has been almost a week of net foreign selling. But today, we're back to net buying at 0.7 B. And DEUTSCHE and other big funds are being bullish big at that. Is this pure window dressing? Probably not.

So the pick of the week is a starting entry in some fundamentally-solid stocks like BPI. I like the consistent foreign buying here and also WEALTH's joining the bullish fray in BPI. There could be a +5% for us here on short term. Best also to look at the other blue chips and hunt for similar characteristics (many foreign funds buying, gradual increase, etc).

BEL and MCP also could jump back steeply to previous high levels, after falling more than 20%.

Both are buy and hold still for me until their casino opened. In fact, knew just now that de Niro was in Manila last January.

Any firm my man de Niro backs up deserves some of my money.

Incidentally US indices are continuously making records.I wish we all have US billing addresses so we can trade here.

In any case, it's love our own muna. We can get some money out of our very own PSE.

***

Caveat though: we need to continue to monitor news on inflation.

Pick of the week is still to maintain a robust cash position

At this time, the minimum I think should be 50% cash. And keep your bets inside a few fundamentally-sound favorites as much as you can. 

Incidentally, I passed by NYC on a business trip and made it a point to visit this mother of stock exchanges.

[More pictures, and probably some reflections later]. 

Different time zone, so I wont be able to trade the rest of the week, probably.

Good luck on you own trades. Make informed decisions, based on your own research.

Pick of the week for Wk25 is still watch the sidelines

We seem to be moving sideways, so there's not much bearish signal at this time, as the Technical Analyst would say (we can just call it dangerous, bad, or evil signal). But still Im keeping cash position out of the reasons I posted earlier.

I also stopped averaging down on BEL mean time, since I cant understand why BDO (its own affiliate) and some big foreigners are unloading shares. Im at -15% in BEL even with averaging down at this point, but I will hold and buy again near 4.0. My position anyway is not even half of my top holdings, theres still some confidence and war chest in averaging down.

I can be mad about this Sy maneuvering / restructuring that seems to be destroying BEL. There was also some remorse--I should have sold when I was seeing +5% in this stock. But well, let' see what will happen in the week running up to the City of Dreams opening. This tumbling down of price could be a good thing in the end to believers.

And again, I would like to post that I would love, love, love to be given a nice price to come in again in AGI, MEG, PGOLD, and DNL. Since I unloaded also most of my TA during the GDP announcement, Im including TA in this list. I will try to post entry prices for these 5 in a later post.

If you're itching to enter now, enter small.

Beating the index so far this year

Both of my funds are substantially beating the index year to date. Index gain ytd is about 16%, but Im 28% in my main port and 36% in my nimble. And as of this time both have big cash positions.

Im not sure if I'll stay in this winning way throughout the year. But at least speaking for the period of the past 8 months, I think beating the PSEi was not that hard to do... as long as you really stuck with the companies that are fundamentally strong and showed good rebound as they did a year ago (say Q2 2014 vis a vis Q2 2013). The stocks that made me beat the index were concentrated positions on TA, AGI, MEG, TEL (and its big divs), DNL, and MBT. PGOLD was not a very hard pick to make as well, but my position here was small then I sold it also pretty quickly. Part of my education is in learning that one really does not need so many stocks in portfolio. If you gave 30% in TA, 30% in MEG, 30% in AGI, 10% to MBT (which has a low P/E for a top bank), and then made zero allocation to expensive and bland-performing SMPH and SM, you sure should also have beaten the index handily.

When I played with bazuras, mostly on small positions and for 'entertainment,' I made sure to sell already when I saw +10%. No need to be greedy. I profited from BHI, CPG, SGI, et al. On the reverse, on the losing side, I also cut generally on a Bazura when I see -6 or -7% and when the bid side is not getting any thicker. I usually sold on intraday rallies with these bazuras. I lost in LC, PX, ROCK which I all bought and sold inside a week.

In-and-out-in-two-to-three-weeks-after seeing-3.5%-8% gain is also effective in a volatile market. This helped late last year, especially. But the assumption here is that youll have time to "guard" your stocks and monitor the market. You need to see the buying side thinning to have an informed decision that the runup is probably getting weaker. Using this method, GTCAP gave me good profits 

Im seeing some newbies who relied on just RSI's on their first entries in SECB and other fundamentally-sound stocks. Im sure they also have beaten the index year to date. As long as they did not get greedy. 

If you do not play bazura, hedge bets this coming week

All my trades exempt bazuras at this time, precisely because I have no time to monitor the market. Third liners are good to play, but not for long or even intermediate term. It's just dangerous. They always remind me of bogus inventions like these. 

And the bureaucrats or supporters on the take (like Defensor) that endorse them.

These companies fizzle out and there's always a Filipino losing painfully at the other end (instead of us getting our money from foreign funds or from the profits of a strong company itself).

If youre purely on blue chips and high-volume traded stocks, the safest thing to do is to hedge bets these days. Last week, my only bet was to average down on BEL and that's it. My cash position is not in this high percentage since more than a year ago. And I have banked enough profit for a war, if we became tumbling down. I worry about the inflation report, the lower-than-expected GDP, and the shock (however short-term) of a BSP policy rate increase. If these worries are unfounded, I'll be happier since I still have a 50% bet (in mainport) and 30% (in nimble port) remaining.

If we go back and threaten 7K again, fine by me, I'll just buy again the favorites. Mean time, it's more a wait and see. My day job is also quite demanding these days, so really no time to monitor.

But good luck on your trades.

Pick of the week for Wk24 is a strong cash position. If youre not at at least 30%, sell some!

I saw that the PSEi is showing some signs of resilience. And although the locals are selling, the foreigners are firm on supporting some specific stocks. My relatively big positions in SECB and FLI are even showing big gains.

I still dont like though the general atmosphere, and the fact that we were red today. The inflation report and the possible rate increase by the BSP this week is also something to watch out for.

My reco this week is to maintain a robust cash position. If you have some belief in the chances of an uptrend, still maintain 30% cash. That's the safest thing to do this June.

Another memorable June in the offing

We wrote here to watch out for the GDP announcement on Thursday. If we were asked to bet then (early in the week), we would have placed money that the GDP increase will be between 6.5-7, but the report was below 6 instead. The damage of Haiyan is still being felt.

And so the result of the less-than-desired report: intermediate moving average of the index was breached (see the purple and orange line crossing on the 2nd graph).

I really chose to go out of an office meeting around 11am, went back to my cube quickly, opened interaksyon.com, saw the not-so-good NEDA report, opened the brokerage, and immediately saw red nearing 1%. Without emotions, I unloaded many positions until my main port is 60% cash, and nimble port to 75%. We also 100%-redeemed all our equity-based UITF's (all of them green). Then, I went back to the the meeting. Friday, I didnt have time to trade or even open brokerage account for a minute, but I know that it was very probable that we're red also that day. If we have shorting in PSE, I would have done day trading and shorted the previous high-flyers for sure.

Today, I was surprised to see the 16B volume and the persistent foreign buying of their respective pet stocks on Friday. Looks like the foreigners are remaining steadfast to each of their pets. This brought optimism in many locals. Will the foreigners impede a general bearish trend?

In any case, down or continue upwards, we are in to another memorable June. Our short-term reco though is not to fight it. The safest move is to maintain a robust cash position. Remain only in a few issues you truly believe in.

Im still holding a significant amount of SECB, some MBT, some LRI, other old (long-held) holdings, and other dividend payers. I still hold and intend to accumulate BEL with the impending opening of the City of Dreams casino. Also, a one tranche in BPI became two when a low-priced buy position (previously set) was surprisingly hit last Friday.

In the end, if we go down, we think this is just temporary. If NEDA is pointing to Haiyan as the culprit, that can be solved. If we manage the aids well, as they did in the tsunami hit places of a decade ago, even the Haiyan-hit areas should go back stronger. I will start to buy again at 6500 probably and continue to go buy even if we go back to 5500.

But if there is an impending BSP policy rate increase, that will be another matter. The ride down will be deeper and more painful if policy rates increase. It's time to add to bonds-UITF if that's the case.

Pick of the week for Wk23 is watch out for the GDP announcement on Thursday

Anything near 7% will take our index on an uptrend. How long of an uptrend? We dont know. Only important is to know that we will profit in 2-3 week horizon, so it's good to ride it.

There's a big probability that we will breach this, so it might already be safe to enter small tranches in your 'reliable' blue chips that experienced some downtrend.

Im looking at FLI, which appears to have consolidated enough on its current level.

I havent checked the foreign selling in PGOLD, if it has already abated. But at present, I already like how the valuations of GTCAP, JGS are becoming more attractive.

I have no time to monitor the market and actively trade, so Im always putting a 'margin of error' in my buys. But for sure, I'll try to squeeze in time (whether to buy or to sell) after the GDP announcement on Thursday.

Good luck!

Pick of the week for Wk22: is to watch index break 6950 then buy a blue chip of your choice, like BPI. Watch also PGOLD

The SECB that I bought last week as pick of the week is now showing +3%. I will hold this and will probably sell at +5 - 8%. 

Im now watching the index in general and see if there will be convincing breach of 6950 (or more so 7000!), then realign--sell some of those with high % gain (like MBT) and buy those that still has room vs. its 52-week highs. 

I havent had time to look at all the blue chips, but BPI it seems still has room. 

PGOLD is also in my watchlist. I'd like the foreign selling to dissipate at 40. I will start one tranche at 40 and increase double tranche at 39, triple at 38, and so on. I wont be afraid even if PGOLD becomes 50% of my port. I know that the disclosed income of PGOLD for the quarter is disappointing, but still the branches and low price, bare bones strategy,  of this company is well positioned, in my book, to reap the consumerist attitude of our OFW families. My biweekly groceries also remain at Puregold. 

Binebenta ng mga banyaga ang PGOLD at COSCO

Huwag muna siguro labanan. Ayon nga sa CANSLIM, hindi dapat nilalabanan ang mga naglalakihang pondo.

Hindi natin alam kung ito ay dahil sa napipintong pagpasok ng Duty Free bisnes ni Lucio sa loob ng Puregold. Masyado bang malaki ang balwasyon ng bisnes na iyon, at ayaw ng mga mananayang higante?

Wala akong Puregold o Cosco sa ngayon, pero bibili ako nito negatib momentum man kapag umabot sa 39 o 38.50.

Net Foreign Selling Na Tayo?

"Foreign selling at 0.6B," ang report nga palitan kanina. Isang buwan ko yatang hindi nakita ang sumatotal na nettong pagbebenta ng mga banyaga. Ano kaya ang kanilang sinimulang bitawan?

Tandaan, sa CANSLIM, ang katumbas ng I - Institutional support sa PSE ay ang pagbibili ng matatapang (kapag gustong pataasin) and walang habag (kapag gustong pabagsakin) na mga banyaga. Kailangang makiramdam sa mga susunod na araw kung ano ang mga istaks na nawawalan ng suporta ng mga banyaga. Hindi sapat ang aksyon kahapon lang, kailangang magmatyag nang mga limang araw man lang.

PERO bagkus, ang aking posisyong-salapi ay nasa halos kalahati, kung kaya't naghahanap rin ako ng maiging paglagyang matibay na kumpanya na pansamantalang bumababa dahil kinukuhanan ng kita ng mga panandaliang-aliw na traders. Kasama rin ako dyan sa mga benta-kapag-+5% an ang ganansya makailang buwan lang nakakaraan. Sa ngayon, gusto ko kasi double digit man lang bago humamig. Iba kasi ang ihip ng hangin ngayon...

SUBALIT sa huli, kanya-kanyang pakiramdaman at basa sa kumpanya pa rin lang yan.

Pick of the week for Wk21 is SECB, and wait for handles in DNL and BEL

I dont have much time to check on the market and review several issues. But I peeked earlier and saw that SECB still has four foreign buyers vs. only 1 foreign seller. I think SECB has 4-6% more steam before correcting.

Never thought I can go back to BEL in my nimble port after previously-set play at 6.03 was hit, but [again another previously-set] buy at 5.7 was hit. I intend to accumulate this even if it goes down to 4.5. And my main port already have a position in BEL as well (at average entry of 5.5).

I would like to go back to AGI, MEG, and DNL, but only DNL seems to be trending to a correction.

The rest of my blues, Im just holding. There's still a big chance that we'll get to 6900-7000 range in a few days.

No Pick of the Week for Wk20: Turmukesh was in China for Work / Official Business

I did not trade the whole week, but a little of my sell point previously set was hit.

Ive been going to various part of this Capitalist-Communist mongrel of a country twice a year, and every visit I become more and more convinced that we have a long, long way to go before declaring ourselves the next developed Asian country.

It's very obvious that we need to fix the bureaucracy in our government, install better managers, and do effective infrastructure and city planning even before we really get to leap frog or even sustain 7+% growth rate year on year.

Can we build the many bridge options and wide roads? Can we convince the offices to move out of Manila in favor of Sta. Rosa and other many Makatis of the South, North, et al?

Can we have the political will to use cheap nuclear power?

The Filipino craftsmanship can compete, but China's level of automation has reached a level very high, even in job-shop industries.  

We have a big gap to close. We need good managers in the government. Good managers, each with protected integrity.

SECB on the run

Two weeks ago, we wrote here:

SECB--it would also be useful to watch for increase in foreign buying again (like last year) before getting in or adding to existing positions. It would be ideal to see a combination for 3 among MACQ, CLSA, CSUISSE, JPMORGAN [meaning, foreign funds] to buy in bulk again. I'd also like to see WEALTH buying as well.

The two conditions were met today. 

1) WEALTH is buying again, significantly at that.
2) And it's not just three but five foreign funds--DEUTSCHE, CSUISSE, PEP, UBS, and ATR--are buying in bulk. 

The catalyst is the earnings announcement. 

Props for whoever prepared the the press release. It was perfect to emphasize the increase in interest income this year, as opposed to the huge trading gains that lifted SECB in 2012. This means that SECB indeed has its strong branch expansion bearing fruits. The bank has its eyes now competing in loans and deposits with the big three MBT, BDO, and MBT.

And then the chart:

Expect TA believers to buy more tomorrow, because SECB did important crosses yesterday. both long and short-term downtrends have been broken.

Looks like the core position that Ive kept and added to since July last year will bear fruit. Ive taken profit in some of the swings in SECB before, but here should come a bigger chunk. And I think I will buy (buy up!) one more tranche tomorrow until 121. (The only chartist concern should be short-term since RSI is now showing oversold).

Now, why did I stick it out with SECB? I think I mentioned elsewhere that this bank is a good value at current price and it is noticeably expanding branches everywhere.

It's apparent that the firm has a long term growth strategy. It knew it cannot stick by its income in just trading equities and bonds. It needs to expand its depositor base and loan customers, Now, whether SECB will indeed get close to the Big 3 in the next 5 years is another matter. I guess the way to know that is to become a customer of SECB. We'll look into this bank if indeed we decide to buy a house this year. A house? This deserves another blog post. 

On MBT on April 2014

I have unloaded almost all of my MBT positions in my nimble port, where MBT used to occupy 40%. In my main port, I still have a substantial position (although I have unloaded some already yesterday). 

Im keeping the rest for until we near 90+? I think the 'healthy' foreign buying is still consistent.  

And, while we are on the subject of trendlines, all possible downward trend seems to have been breached. I expect chartists also believing in MBT again.

Only the upward channel remains:    

If MBT goes down, it could be relieving overbought conditions only. My only worry is we're May already by next week. The Sell-in-May crowd is real and almost tangible. Theyve hit in June-July last year, yes. It's probable that we do another steep dive (temporary or not) within the next 3 months. So it's always good to maintain a 30% cash position (minimum), for the buying down.

We're also waiting for the earnings announcement of MBT, which should be out today or Friday.

Pick of the week for Wk19 is cash (but enter already a small amount on some issues, when they hit good buy prices)

I was not able to open account the whole day, and was surprised to see 1+% in negative, I think it's not worth it to bet big this week, unless there's going to be a big push upwards by tomorrow or Wednesday. In fact, I was hoping for an Obama-induced positive, but it did not happen. So the general recommendation this week is to stay in cash. My nimble port is at 60% cash position, my main port at 30%. I have taken in profit that can serve as war chest if there is a need to cut loss, but I'll be on averaging down mode on most issues that I still hold (like TA) even if we tumble down back to 5900.

Also another point of view to consider...
although we are going negative, the volume is small. There is hope that our issues is just forming handles and being relieved of overall overbought conditions.

THUS

It is worthwhile already to enter in minimum tranches some issues when they hit a good buy price. On top of AGI, MEG, DNL, PGOLD, and issues that I mentioned recently that I want to go back to (with target prices indicated in a previous post), Im entering one tranche in SMPH at 15.5 (this might be hit tomorrow), and would average down to 15, 14,...

AP is also worthwhile to look at.

Trans-asia .... to hell and back

My two portfolios (one nimble for short to intermediate trading; and one main (for intermediate to long-term) )  have so far beaten the index by a wide margin. One of the big contributors is because we decided to stick it out with Trans-asia. 

It was like going to hell with Trans-asia late last year, when WEALTH and other funds decided to sell-down brutally the issue the moment that the news about a partner's abandonment of the drilling in Palawan came out. 

From a 52-wk high near 3.0, it tumbled down to 1.4, which means the stock shed more than 50% of its value. Even when it was hovering at a high of 2.4, just before the plummet down, still almost half of its value was lost. It was a hard splat, making those of us remaining in TA needing the price to double just to break even.

Possibly, part of WEALTH's purpose that time is to see how low can TA go before it's good to buy back. But still, I bought and bought until at 1.88, 1.55, 1.5, 1.43, etc mainly because I can not understand the big weight that WEALTH put in the one area of TA's business. I thought TA's management already has good foresight that the petroleum arm of the company, and its risks, may compromise the view of the market toward the whole company, so they announced early on that a separate company will be listed and gave away future shares as dividend. There was sincerity here that you cannot see in many company. I also cant imagine the other partner in the drilling abandoning the project altogether.

From a very deep bottom, TA has come back +70% starting when it was announced that the drilling project will continue. I have been selling only gradually the huge position that Ive accumulated. And now, analysts are harking left and right that the target price of this issue is 4 PhP.

I still have substantial position. I may sell half as our index nears 7 K, and retain sizeable core shares for long term (3-5 years). I wont leave this resilient stock. Its opportunities for growth is very wide. And I owe a lot of gains last year and this year to TA. This has a bright present and future.

Moves at 6800 index

I was selling shares at 6800 as planned and wanting to transfer the gains immediately to issues that are fundamentally sound but are still far off (for some reason) from their 52-week high. Having too much cash while there is still upward momentum is obviously not optimum.

I would like the issues that I freshly get into to not to have a negative news or pending decisions attached to it. MWC and PNX are examples of issues very much below their peaks but have attendant problematic [regulatory] news attached to them, so these are stricken off.

FLI, SECB, SMPH, BPI, are the others Im looking at. They still have room before hitting resistance against 52-week highs again, but of course these are not guarantees. The assumption is if we're on a general uptrend already, these should wake up some and we can benefit riding them as they stand up the bed of slumber, even for short-term.

For SMPH, I would like it to correct to 16 to relieve overbought conditions before going up again. It is also not a long-term issue for me, because of its high P/E. If I do get in, the intention is just to ride for short-term.

SECB--it would also be useful to watch for increase in foreign buying again (like last year) before getting in or adding to existing positions. It would be ideal to see a combination fo 3 among MACQ, CLSA, CSUISSE, JPMORGAN to buy in bulk again. I'd also like to see WEALTH buying as well.

Im holding the rest of the position in blues to ride them until we near 7 K or index weakens and breaks 50-moving average line. Breaking below 50 is always a possibility is we near that dreaded month of May again.

Congrats to those who already profited. You should have already recovered from last year, and gained substantially these past five months, if you stuck buy our attractive fundamentally-sound picks.

Pick of the Week for Wk18 is BEL

BEL is the pick of the week for intermediate term (hold until Q4 2014), for the following reasons:

1) BEL still has room to increase vis-a-vis its 52-week high. It stayed above 6 for more than a month, which tells something about its true base value assuming the casino is already open.

2) it is a relatively 'safe' bet in small tranches/ Even if it goes down with a sudden negative market sentiment, we know it has an upside as its casino is nearing opening in Q4. Yes, it's better to wait until Q3 to invest here, but by that time the price might not be as 'cheap' as it is today.

3) It was already explained elsewhere in this blog why BEL's business model is attractive in its uniqueness. The company is almost guaranteed to show profit year on year beginning last year.

Technical Analysis and Multiple Trendlines

As most of the readers of this blog knows, Im not fully into Technical Analysis. I like more 

1) the news (especially if my current disposition is that of a short-term to intermediate trader)

2) balance sheet and p&l statement, 

3) the caliber of the CEO and other executives of the company, 

4) the current price of the stock compared to its growth potential, 

5) and the inherent growth story of the firm 

to speak for themselves. 

I also try to make myself aware of foreign buying. 

But TA believers would say that the chart should be able to reflect all these. Meaning the sentiment on fundamental and management should all be in the chart. I dont agree. 

Within the chartists sphere, these have some weight on my buying or selling moves:

--the cup and handle patterns is based on a solid psychological nature of humans, so Im on the lookout for this pattern always. 

--simple moving averages at 50 (for short term) and exponential moving average at 150 or 200 (for intermediate). I also watch these because many chartists are supposed to buy (or sell) in droves when these are broken. We of course want to ride with them, and hopefully pluck some short-term profit. 

--RSI is okay as a guide if the increase or decrease is fairly gradual. A jerky increase up and down are more news or hype-based; RSI is invalidated in these cases. 

--spikes in volume are also very meaningful. 

--psychological supports and resistances (especially if the number converges with a moving average) also appear valid, especially on large-volume traded stocks 

--if i know i will have time to monitor short-term trading (where, win-or-lose, I intend to sell back the same position that I bought in  to 3 weeks), I also check candlesticks.  

One TA area that appears iffy to me is the turf of trendlines. 

A famous chartist getting paid for his analysis (selling subscription) was spouting last year that our index will reach 8500, solely because of the black, purple, and moss green trendlines that are supposed to be pointing upward of 8000. Those to me seem arbitrary, especially since the P/E of our index was already a very expensive 20+.

And then beginning on the sell-down last June, an infinite number of triangles and lines can be formed, almost at leisure. Could trendlines be nothing more than pastime for investors, as kids enjoy drawing sketches and figures on their play time?  

In any case the most optimist among us should be happy that chartists should be joining the buying today since there appears to be an upward channel that formed early this year (see the two short parallel lines on the far right of the chart below). 

Speaking if channels, TEL is supposed to be on an upward channel Oct 2012 to near July, but it was turned into a 'confirmed' downward channel since June 2013 to February 2014. But an upward channel can also be simultaneously from last November 2013 to present. So even with channels, there are multiple readings possible. 

Anyway, there's no use becoming snobbish of methods. I would agree that the best compromise is to choose a 'pet' based on present value and fundamentals (or 1 to 5 above), and then use TA to decide on the moment when to bet high. In short, choose a company that you will trust and then read some chicken intestines to reinforce the decision when to make big bets or... cut loss for that matter. 

No pick of the week for the shortened wk 17

I sold all my long-held PNX for a hefty 7.5%+ profit. Unloaded most of SGI (also long-time hold) at considerable profit, and let a minimal position caught in that sell-down. Yes, not all big upward trends come in threes. 

In all probability, I thought SGI will rake in at least +30% again today, because SGI went ceiling very early yesterday. But no, it tumbled down hard! Anyway, if nothing happened tomorrow, this only means that many retail investors was taken for a bad ride again by manipulators (who has zero chance of getting caught, gven our ineffective SEC).

There is no pick of the week this week, partly because the past few days seem to be the season of bazurs. I have disciplined myself not to invest too much in bazurs since mid last year (the initial bet in SGI was done early 2013... there were cut losses and average downs only until August and then I just let this dividend-paying stock stay in my port). So, if the attention of local traders are into bazur, I admit that that those trading days will not be for me.   

However--previous picks of the week are still showing strength. You can still look at how strong the foreign buying in TA, MBT... this could turn up to something big after we go back from the long weekend. It's only me--I just  wont be buying into anything significantly, because of work. (I missed the +50% and sudden -20% the next day of SGI because of meetings and reports). 

Heniweey, enjoy your vacation! Power up!

Bakit nagkikisame ang mga Bazurs (o kahit anong istak)???

(mahabang iskaleytor hanggang kisame)

Biruin mo, apat na istak ang nagkisame ngayong araw.

Kapag kisame ang usapan, karaniwan isa o kumbinasyon ng mga ito ang dahilan. Wala nang paki kung tsismis na peyk o totoo ang balita, basta ito ang mga ginagamit na mitsa ng mga mamimili (hinete man, mandarambong, o wagas na nakatunog ng tunay na balita):
1) may malaki at kaaya-ayang joint venture,
2) ibebenta ang isang subsidiary, buong kumpanya, isang malaking asset (halimbawa: isang malawak na lupain).
3) bagong may-ari,
4) gagamitin ang shell ng listed company para sa backdoor listing
5) nakahukay o nakadiskubre ng sumisirit at umaapaw na deposito ng langis,
6) nakadiskubre ng yamashita treasure ang kumpanya,
7) nakamina ng isang bundok na ginto instantly,
8) nakaimbento ng cold fusion o perpertual-making machine
9) o basta may earth-shaking na bagong source ng income bigla--halimbawa biglang pinayagan magtayo ng toll-gate at mangulekta ng toll sa gitna ng EDSA
10) ang majority shareholder para ay isang prinsipe o duke
11) si jesus h christ pala ang lumabas na pangunahing may-ari ng kumpanya.
12) may matinding hineteng gigil na gigil pataasin (jerkily) at sumugal para goyoin ang mga technical analysis believers na kala super-duper-breakout na.
13) magkakaroon ng tender offer na sobrang taas dahil biglang may bumili ng isang malaking bloke ng float
14) bibili si Warren Buffet ng shares (buhos ang fan nya na tiyak na susunod)
15) may inanawns na pelikula ang nakalistang media company, kung saan mag-bo-bold, full-frontal, penetration, in an orgy sila Ellen Adarna, Anne Curtis, Angel Locsin, et al.

Salamat, Manny! Berde tayo bukas, mga katoto!

Pinrey-ober ba naman ni Mommy D sa locker room, habang naka-baro't saya. Yan ang anting-anting! Nagarintaya ang bilis ng mga suntok!

Sa buong laban ang hinahanap lang ni Bradley ay isang swerteng suntok na tatama sa panga (tulad nang ipinangpanalo ni Marquez). Kasa lang nang kasa at buwelo nang buwelo sa lahat ng suntok. Hindi nya nakita iyon, hindi siya nakatama, kaya talo siya. 

Nanduon pa ang bilis ni Manny. Maski humina na nang bahagya ang mga bato, nanduon pa rin naman talas at mataas na porsyento ng mga tama. 

Samahan mo pa ng orasyon at pamamakyu ni Mommy D, Mayweather susunod ka na... isa ka pang madaldal na duwag ka. 

Maraming salamat din, Mommy D. 

May siyentipikong pag-aaral na yan. Pag nanalo si Manny, pasitib ang indeks kinabukasan

Kailangang makahanap nang maagang tatayaan bukas. Mga requirements: kailangan malakihan ang bolyum na tinetreyd, hangga't maaari indeks istak siya. Pwede benta agad kapag malapit na sa +1%. AC, MPI, at AGI ang tinitignan ko. Si TEL pwede rin, basta hindi pigilan nang mga lokal.

Mabuhay ka, Emmanuel!

Wag ka mapapagod, mag-train! Oks lang may tsiks on da side (nakakanak-awt ka noon pag may ganito), basta di kalimutang mag-ensayo!