*** Philippine stock picks thread ***

[Monseratto]

Bloody red yung market...

[NightRock]

grabe from +150k to -25K ako ngayon ahhhh kelan kaya makaka bawi

[_Cathy_]

Best time to buy now?

[jut703]

Yup. If you're just starting with stocks, now is a good time to start. Market will definitely correct to about 7900 by year-end.

[Monseratto]

If you are brave enough, you can buy into the market on Monday... Happy Ghost Month!

The Dow Jones industrial average (.DJI) closed down 530.94 points, or 3.12 percent, to 16,459.75. For the week, the Dow dropped 5.8 percent.

[dreamur]

What do you guys think about real property in PH now? Is ir going to be the next sector to be affected? Paging EQ!

[n_spinner06]

Yup. If you're just starting with stocks, now is a good time to start. Market will definitely correct to about 7900 by year-end.

Is the potential earnings of buying stocks via col financial or bpi trade much higher than say investing indirectly via equity mutual funds? Im thinking that if minimal lang, ill probably go with mutual funds. Less risk baka maging trigger.happy ako buying and selling due to lack of knowledge, being paranoid, or overenthusiasm and lose money in the process...

[n_spinner06]

...and for cost averaging, from my understanding, it would only make sense if you buy the stocks from the same company regularly. If say you do invest regularly, say monthly, pero every month ibat.ibang stock binibili mo, d mo natatake.advantage yung cost averaging...tama ba?

[jut703]

Is the potential earnings of buying stocks via col financial or bpi trade much higher than say investing indirectly via equity mutual funds? Im thinking that if minimal lang, ill probably go with mutual funds. Less risk baka maging trigger.happy ako buying and selling due to lack of knowledge, being paranoid, or overenthusiasm and lose money in the process...

Very few actively managed mutual funds actually beat the index, and when they do, it's only by a little bit.

Now, when comparing managing your stocks by yourself vs index funds, I would suggest that you don't go into stocks by yourself unless you really know what you're doing. You can start by investing first in UITFs while you learn about stocks, then try to understand why your fund manager puts your stocks in such.

The advantage of managing your stocks by yourself is that you can sell your stocks one company at a time. Unlike in UITFs, you sell a fraction of all stocks every time you redeem your investments.

...and for cost averaging, from my understanding, it would only make sense if you buy the stocks from the same company regularly. If say you do invest regularly, say monthly, pero every month ibat.ibang stock binibili mo, d mo natatake.advantage yung cost averaging...tama ba?

Yes, ideally, you should buy a variety of stocks (that are under buy below price) every period that you invest (monthly, quarterly, etc).

However, the best stocks at any given time aren't always the same. For example, a few weeks ago, it wouldn't be prudent to buy MEG stocks because they were above BBP of 4.60/share. Now, at 4.30 per share, they're a good buy.

So you have to monitor which among the promising stocks are under their buy below price, and that's what you buy. Try to keep a variety of 5-10 stocks in your portfolio to hedge yourself a bit.

[EQAddict]

What do you guys think about real property in PH now? Is ir going to be the next sector to be affected? Paging EQ!

Oh I'm sure the bubble will deflate (not burst) one day. But i am in it for the long haul. Basically to give a leg up to my young ones when they grow up and for some rental income. I dont intend to convert any back to cash unless there is an absolute dire need. In fact i hope to make enough to rebalance my portfolio from being overly skewed to condos and subdv lots, by adding a house&lot (in the south like hillsborough or ALH) and maybe an office space in BGC.

Hindsight is 20-20 and my investments (for now) have outperformed the stock market (which is in the toilet right now). Even though it is only a paper gain, at least i am holding onto something real and usable (hence real estate).


Different strokes for different folks. My wife is exclusively into stocks ..... I havent asked her how her portfolio is doing though am sure its not fairing so well now.

Of course all my gains are also eroded by the depreciation in my cars hahaha.