DG99 Posted October 7, 2021 Share Posted October 7, 2021 11 hours ago, tommy69 said: i sold cnvrg too early nga. not all ipos gave good yields. i still have some that are down by 80 percent.... win some lose some Yup. I am stuck with tech at IPO, chp at ipo, etc. But still have enjoyed MM at Ipo and the rest of the new IPO's. Just balanced the order wherein those companies I am not that interested in maybe 10k and those that I feel have a good business model about 50k and up. Just to have a skin in the game. Gretzky came up with "you miss all the shots you didnt take" Quote Link to comment
tommy69 Posted October 8, 2021 Share Posted October 8, 2021 12 hours ago, DG99 said: Yup. I am stuck with tech at IPO, chp at ipo, etc. But still have enjoyed MM at Ipo and the rest of the new IPO's. Just balanced the order wherein those companies I am not that interested in maybe 10k and those that I feel have a good business model about 50k and up. Just to have a skin in the game. Gretzky came up with "you miss all the shots you didnt take" yup. been in the game for so long. win some lose some. as long as my batting average is above 60 percent Quote Link to comment
tommy69 Posted October 8, 2021 Share Posted October 8, 2021 time to buy energy stocks? Quote Link to comment
francis_0170 Posted October 8, 2021 Share Posted October 8, 2021 14 hours ago, tommy69 said: time to buy energy stocks? What's your take on coal SCC? DMC? - maganda stocks lately. Or tuloy muna renewable like ACEN? Quote Link to comment
tommy69 Posted October 9, 2021 Share Posted October 9, 2021 coal prices up by 200 percent. kaya tumaas. i still have some of those. acen already had its run. try looking for the next run up Quote Link to comment
DG99 Posted October 9, 2021 Share Posted October 9, 2021 2 minutes ago, tommy69 said: coal prices up by 200 percent. kaya tumaas. i still have some of those. acen already had its run. try looking for the next run up Agree on this Quote Link to comment
tommy69 Posted October 9, 2021 Share Posted October 9, 2021 7 hours ago, DG99 said: Agree on this any suggestion for the next possible big move? aside from monde? Quote Link to comment
DG99 Posted October 9, 2021 Share Posted October 9, 2021 1 hour ago, tommy69 said: any suggestion for the next possible big move? aside from monde? Im actually looking forward to the villar ALLDY Ipo. Also, if polls show Leni or a non-admin catching up by March, ABS might also be an interesting stock to accumulate. Bato and Bongbong might tank the stock further. Am not into technicals so have no idea on market trends for specific stocks. I might also look into MWC declaring dividends again by next year. Hope it is substantial in value to drive interest back to MWC Quote Link to comment
tommy69 Posted October 9, 2021 Share Posted October 9, 2021 12 minutes ago, DG99 said: Im actually looking forward to the villar ALLDY Ipo. Also, if polls show Leni or a non-admin catching up by March, ABS might also be an interesting stock to accumulate. Bato and Bongbong might tank the stock further. Am not into technicals so have no idea on market trends for specific stocks. I might also look into MWC declaring dividends again by next year. Hope it is substantial in value to drive interest back to MWC got into mwc at 16 already. got burned already with ipo of home. so i avoid alldy. cnp also a lot lost their money. Quote Link to comment
DG99 Posted October 9, 2021 Share Posted October 9, 2021 1 hour ago, tommy69 said: got into mwc at 16 already. got burned already with ipo of home. so i avoid alldy. cnp also a lot lost their money. Wow, good call on MWC. It is at 23+ right now. And they haven't declared dividends yet for the past 2 years. Maybe 2022 is the year they declare dividends again. Home is actually on it's way back to IPO price. To be fair to Manny Villar, his home outlet arent that bad looking and their coffee project actually makes good coffee. Is cnp a typo of CHP? I got burned big time on this. Good news is that cement prices from vietnam are recently going up due to higher shipping cost, dollar appreciation, and arrastre charges. So the expected higher prices of cement here in the Philippines should improve their bottomline this 2021 Quote Link to comment
tommy69 Posted October 10, 2021 Share Posted October 10, 2021 17 hours ago, DG99 said: Wow, good call on MWC. It is at 23+ right now. And they haven't declared dividends yet for the past 2 years. Maybe 2022 is the year they declare dividends again. Home is actually on it's way back to IPO price. To be fair to Manny Villar, his home outlet arent that bad looking and their coffee project actually makes good coffee. Is cnp a typo of CHP? I got burned big time on this. Good news is that cement prices from vietnam are recently going up due to higher shipping cost, dollar appreciation, and arrastre charges. So the expected higher prices of cement here in the Philippines should improve their bottomline this 2021 cnp = carmella and palmera homes. the bonds went bust during 97 financial crisis. same as what happened to the benpres group. i also have chp. loss too. eagle also. just sold to recover from their ipo price Quote Link to comment
tommy69 Posted October 10, 2021 Share Posted October 10, 2021 that is the core biz of the villar group before they renamed it. Kaya nga no one wanted to touch them after that. Quote Link to comment
DG99 Posted October 10, 2021 Share Posted October 10, 2021 7 hours ago, tommy69 said: that is the core biz of the villar group before they renamed it. Kaya nga no one wanted to touch them after that. Wow, learned a new info today. Didnt know Villar had some failed endeavors too. Goes to show that we shouldnt give up even after being badly beaten Quote Link to comment
francis_0170 Posted October 11, 2021 Share Posted October 11, 2021 On 10/9/2021 at 9:51 AM, tommy69 said: coal prices up by 200 percent. kaya tumaas. i still have some of those. acen already had its run. try looking for the next run up Salamat sir sa insights nyo. Quote Link to comment
tommy69 Posted October 11, 2021 Share Posted October 11, 2021 55 minutes ago, francis_0170 said: Salamat sir sa insights nyo. n.p. i could be wrong though Quote Link to comment
listo Posted October 11, 2021 Share Posted October 11, 2021 Anong mga stocks ang good investments ngayon Quote Link to comment
chopstix Posted October 11, 2021 Share Posted October 11, 2021 11 hours ago, listo said: Anong mga stocks ang good investments ngayon suggest ko po sir cosco, megaworld, and ALI Quote Link to comment
DG99 Posted October 11, 2021 Share Posted October 11, 2021 11 hours ago, listo said: Anong mga stocks ang good investments ngayon I would recommend FB as it has a quarterly dividend of 0.40 x 4 =1.6php/share. Current price at 76/share. 1.6/76 = 2.1% gross dividend yield at current price. stock's all time high precovid (since 2019) was about 118/share. Comparing it to parent company SMC with quarterly dividens of 0.35 x 4 = 1.40 php/share. Current price at 115/share. 1.40/115= 1.21% gross dividend yield at current price. Stock's all time high precovid (since 2019) was at about 190/share. While they are from different industries, the DNA of both firms are expected to be similar. In addition, the dividend yield is more attractive for FB and I would guess without looking into both firm's financial statement that FB's earnings per share is actually higher than that of SMC's. Also, once the economy starts opening up by December, FB stands to gain more as more food and alcohol are consumed. Quote Link to comment
tommy69 Posted October 15, 2021 Share Posted October 15, 2021 energy generation stocks will be a good buy. with the current surge in coal and nat gas we expect power generation cos to earn a lot. same with scc which gave tons of dividends to the current shareholders Quote Link to comment
DG99 Posted October 15, 2021 Share Posted October 15, 2021 3 hours ago, tommy69 said: energy generation stocks will be a good buy. with the current surge in coal and nat gas we expect power generation cos to earn a lot. same with scc which gave tons of dividends to the current shareholders SPC is also looking into RE. It also has a nice dividend policy 1 Quote Link to comment
tommy69 Posted October 16, 2021 Share Posted October 16, 2021 15 hours ago, DG99 said: SPC is also looking into RE. It also has a nice dividend policy yes. got in when it was still at 5.6 to 6. almost 8 to 9 percent net before. kilala ko si denis V. sold half since it is already too high for me Quote Link to comment
francis_0170 Posted October 22, 2021 Share Posted October 22, 2021 Na-hype na alldy. Oversubscribe na daw. Tsk tsk. 1 Quote Link to comment
DG99 Posted October 23, 2021 Share Posted October 23, 2021 On 10/22/2021 at 5:58 PM, francis_0170 said: Na-hype na alldy. Oversubscribe na daw. Tsk tsk. I didnt subscribe to the alldy IPO. Sitting this one out to check on tommy69's observation with regards to Villar stocks. Quote Link to comment
Davecollisonzamora Posted October 23, 2021 Share Posted October 23, 2021 Tv networks pag election Quote Link to comment
francis_0170 Posted October 24, 2021 Share Posted October 24, 2021 10 hours ago, DG99 said: I didnt subscribe to the alldy IPO. Sitting this one out to check on tommy69's observation with regards to Villar stocks. I'll do the same now since No allocations from COL dahil approved shares were done thru raffle. Whats next after acen, monde, wlcon, cnvrg? Research muna ulet. Quote Link to comment
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