*** Philippine stock picks thread ***

[baludoy]

positive Market sentiment sa non-confirmation ni lopez sa denr iyong 80+ point jump ng pse kahapon sa opinion ko.

Let's see if the pse can break the 8000 mark psychological barrier next week. Imma gonna cross my fingers come monday (maybe til friday 😀)


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[nissde]

Pro-DU30 will say it's because of his leadership ...

Anti-DU30 will say it's the result of the previous administration's efforts ... and it's just temporary ...

Instant genius pagdating sa stock market. Ngayon talaga kapag bullish din ang market naglalabasan ang mga genius.

Napansin ko paglabas ng news about Gina that day up 4+% M-O. After that bagsak ulit di sumabay sa trend ng market.

Now resistance is 8-8.1K mabutas kaya ito this year.


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[papi smith]

I'm a seller at 8k

[Lew_Alcindor]

it's easy to spin the news in both directions

when you're anti-du30, you can always blame him when stocks fall

when you're pro-du30, you can always credit him when stocks rise

bullsh*t and bullsh*t

Sapol mo boss.

[Lew_Alcindor]

on increasing taxes whether it's good or bad for the economy

negative spin: taking away consumers' disposable income is bad for the economy

positive spin: increased gov't spending is good for the economy

so depende kung pro or anti du30 ka

meron ka argument

Ideally, taxes (bad for consumers) is used for government spending (good for consumers). so the good and the bad offset each other.

In reality, taxes goes to government spending AND leakages

[Monseratto]

The PSEi achieves 8,000 again, first under DU30

[badkuk]

Hopefully it closes up convincingly...if not...

[uls]

May 6 article

confirms what i said about inflow of foreign funds

Stock price index closes at new year high on heavy foreign buying | Inquirer Business

i don't really care about the domestic factors that drove up Philippines stock prices

i focus more on global macro and i noticed foreign funds went back to emerging markets after US bond yields fell (Trumpflation trade reversal)

[uls]

Ideally, taxes (bad for consumers) is used for government spending (good for consumers). so the good and the bad offset each other.

In reality, taxes goes to government spending AND leakages

and the private sector benefits from government spending

it's economic stimulus

[unmarked]

IMHO, you have too many stocks/companies to monitor plus gain presumably is limited unless you are investing at least 100k each else posible maliit din ang total returns mo kahit panalo ang stocks pick mo. On the flipside, baka better pa if you subscribe to equity fund of uitf, mf, or vl. Goodluck.

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No sorry I don't have that kind of money yet, however I am invested to an ETF and Index fund (around 24% combined total). portfolio is up 5% so its good and I am learning a bunch! What I like about my positions is that a good number of them give out dividends, plus I have decided I'm going to stay put in most of my positions for the medium > long term (5 yrs and beyond) and doing Cost averaging with just a few I am planning to take profits from and re-invest.

I agree on the index funds in terms of performance, but I also really enjoy the education that stock picking and researching gives me. Thanks for the advice though!