*** Philippine stock picks thread ***

**empy** · February 13th, 2006 07:30 AM

this is a thread for recommending and discussing hot stocks, or just sharing which stocks have given you some great returns. of course, any advice given here should be taken with your own due diligence and no guarantees are made or implied

i'm thinking about investing in philippine securities but i'm not sure where to start, so post your recommendations! if any of you are looking to invest in the US market, i can share some stocks that i've been looking at...

**spiff** · February 13th, 2006 08:32 AM

iv made quite a lot already on philex.. both a and b.
this stock is worth following this year... prices on gold and copper are at highs.
they have just increased production for both gold and copper.
market isnt really great at this time though.. but if you looking for long term.. it should be ok.
what stocks are you looking into?

**badkuk** · February 13th, 2006 08:53 AM

imho be very careful about mining stocks. pakiramdam ko andaming speculation nangyayari ngayon -- i.e. you're banking on them making a lot of money in the future rather than sa present day(which they're not, and they're buried past their heads in debt) sure, they got the gold/mineral reserves, pero konti lang ata ung me facilities to do extraction/processing. they're gonna invest quite a sum of time and money to get up and running

**spiff** · February 13th, 2006 10:01 AM

true badkuk a lot of the mining companies are saddled with debt and arent making money.
but check philex's books... theyr one of the few who were quite profitable last year... they probably made 300 - 400 million... on gold contracts hedged at much lower prices compared to what they are now. those contracts are expired.
so now philex will be selling gold at much higher rates.
this plus their increase in production alone could make the company a lot more profitable this year.
they are running already

**empy** · February 13th, 2006 10:11 AM

i was thinking i would get into blue chips first....but feel free to discuss midcaps and smallcaps if you wish. ang hirap kasi sa US market eh - information flows so freely that everybody knows everything. i was thinking, sa pinas mas mahirap ang access to information so he who knows more has the power

**badkuk** · February 13th, 2006 10:46 AM

sayang, i bought LCB instead. damn forward contracts!

tingin ko power and energy should be attractive. kahit anong business naman, you'll need to plug in a few things to get it up and running B) ang concern ko lang nga is that the government may put a cap on pricing/increases in the future.

i dunno why MWC hasn't been going up. everybody needs water, right? and they managed to get the more profitable areas pa naman.

**badkuk** · February 13th, 2006 10:51 AM

Originally Posted by M54 Powered

i was thinking i would get into blue chips first....but feel free to discuss midcaps and smallcaps if you wish. ang hirap kasi sa US market eh - information flows so freely that everybody knows everything. i was thinking, sa pinas mas mahirap ang access to information so he who knows more has the power

not a savvy trader...pero blue chips would be something like SMPH, BDO, TEL, BPI

**Chip** · February 13th, 2006 10:51 AM

ive been lookign at MWC din at di gumagalaw masyado

i'd suggest go blue chip stocks muna M54 until you get a better 'feel' of the market

OT: kelan ba IPO ng shell?

**badkuk** · February 13th, 2006 10:54 AM

si M54powered, try nyo visit www.investopedia.com. daming mga basic but interesting stuff there

**empy** · February 13th, 2006 11:14 AM

badkuk, thanks for the link. i'm a fairly experienced investor in the US market, but know nothing about the philippine exchange. wala bang ganyang site for local investing?

magi-IPO ang Shell diyan? are you talking about the petroleum company? i'm assuming that would be a local holding company for the Dutch multinational - that will be huge for sure.

i remember that my dad got a chance to buy into the Benpres IPO in the early 90's. he declined because he was in the process of building our house. boy was that a huge mistake.

**spiff** · February 13th, 2006 11:19 AM

ipo ng shell.. maybe theyr delaying it.. pse hasnt been good to ipos recently...
everyone of em.. semirara,sm,mwc,and recently fgen are all below ipo price...

among the blue chips.. i still the ayala corp is a good bet.
pldt is quite heavy already.. industry will face tough competition from voip and wifi

**Chip** · February 13th, 2006 11:31 AM

thats is the rumor i hear and yes i assume it will be a holding firm of the petroleum company
hopefully matuloy and makabili tayo and it goes waaay up hehehe

**the_wildthing** · February 19th, 2006 02:55 PM

Are you looking at long term holdings or intra-day trading or maybe buy and hold a few weeks to a few months?

www.pse.org is the first place to go. It's primitive but it's got SEC filings, historical prices, company background.

Don't know if www.tsupitero.com is good. It's target is the day-trader. Coming from an insurance background the prudence and due diligence usually dictate buy and hold strategy.

**morrissey_05** · February 19th, 2006 03:30 PM

took a look at the charts, since i am a little into technical analysis. my opinions:

AC looks good, looks like consolidating in the 325 and 340 range. just might be ripe for a breakout out of 340 except that the MACD line is near 0. but if it does breakout of the pattern, its tsupitero time. just hang on and enjoy the ride. on the other hand, the long term chart to me is bearish.

TEl looks like its consolidating for awhile testing support near 1750 and resistance at 1850. but the recent downtrend looks bad, consolidating near the middle of 1700 and 1800. hopefully, this is just a pause and would continue its uptrend that started in April of last year

MWC looks boring. no action. While PXB looks like a cup-and-handle, kaya lang meho slanted. if it climbs to 2.50, i might even buy in

but that blue MACD line is turning down, so baka buy short lang ako.

but then again, anything can happen in the philippine stock market.

blue chips are always a nice start. but buy on the dips (buy low) then maybe you can sell high.

**the_wildthing** · February 19th, 2006 03:50 PM

OT: sir morrissey ano yung buy short?

**badkuk** · February 19th, 2006 05:19 PM

pagkaintindi ko sa short selling is that you "borrow" a couple of stocks from someone, sell it immediately, wait for it's price to go down, then buy it back. basically you're banking on the expectation that the stock price will for down in the future.

what i don't understand is how to you actually go about short selling -- e.g. you just call up your broker and borrow their stocks? and i don't think this is available to the common small investor

btw, citiseconline.com is offering online trading accounts for a maintaining balance of 25k

sir wildthing, kulang ata ng "ph" sa dulo(www.pse.org.ph)

**van_wilder** · February 20th, 2006 11:53 AM

Originally Posted by Chip

OT: kelan ba IPO ng shell?

oo nga? kelan kaya? malaki potential nila...

paano ba bumili ng stocks ng philex? sinong broker pwede macontact?

**empy** · February 20th, 2006 12:02 PM

b

Originally Posted by morrissey_05

took a look at the charts, since i am a little into technical analysis. my opinions:

AC looks good, looks like consolidating in the 325 and 340 range. just might be ripe for a breakout out of 340 except that the MACD line is near 0. but if it does breakout of the pattern, its tsupitero time. just hang on and enjoy the ride. on the other hand, the long term chart to me is bearish.

TEl looks like its consolidating for awhile testing support near 1750 and resistance at 1850. but the recent downtrend looks bad, consolidating near the middle of 1700 and 1800. hopefully, this is just a pause and would continue its uptrend that started in April of last year

MWC looks boring. no action. While PXB looks like a cup-and-handle, kaya lang meho slanted. if it climbs to 2.50, i might even buy in

but that blue MACD line is turning down, so baka buy short lang ako.

but then again, anything can happen in the philippine stock market.

blue chips are always a nice start. but buy on the dips (buy low) then maybe you can sell high.

bosing, i'm more of a fundamentals investor, although technical analysis fascinates me (my job relies a lot on interpreting trendlines and statistical analysis also). care to translate some of the more technical terms (like MACD and cup-and-handle)?

i just found out that my brokerage (Fidelity Investments) doesn't have PSE securities listed...bwiset! i really don't want to have to open a new account to take a position in that market...

**van_wilder** · February 21st, 2006 11:20 PM

philex is holding their gold! they are expecting the gold prices to rise pa! the BOD meeting was over na, some said they made more than 500m+

got few philex shares... do you think we should sell it na or hold? or buy some more?

**van_wilder** · February 22nd, 2006 11:00 AM

philex was up by .16 each share... or almost 10% in the first hour pa lang...

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