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Wednesday, August 3, 2016

[Reflections] IBM's Deep Blue Defeats World Chess Champion Garry Kasparov in Chess

Back in 1997, the headline says that the World Chess champion Gary Kasparov (the expert) was beaten by IBM's Deep Blue (a computer).

But more importantly we should realize that it was not the computer who beat Kasparov in their match up in that point in time but rather, the summation of the knowledge learned and effort poured by IBM's groups of researchers/developers since Deep Blue's early development in the 1940s.

In essence, the match in 1997 was actually a battle between an individual person - Gary Kasparov vs the team behind Deep Blue from 1940s-1997 (50+ years) w/c was only represented systematically by the Computer.

When framed in that perspective, it actually just made sense that Kasparov lost.


Watch the video here:



Cheers,
The Filipino Investor

Friday, July 29, 2016

Dividend Ex-Dates in the Philippines for July 2016

"Dividend Ex-Dates in the Philippines" is a monthly publication of by The Filipino Investor to give investors in the PSE a sense on when is the upcoming dividend ex-dates of PSE listed stocks in the next three (3) months.

The Dividend Ex-Date is a key date for dividend investors because it is the day when a stock will trade without the dividend (ex-dividend), hence to qualify for dividend payments the investor must buy the stock before the Dividend Ex-Date. 

In the table presented, "Dividend Ex-Date" refers to the actual ex-date already announced by the company.

"Next Estimated Ex-Dividend Date" as the name implies, refers to the estimated next dividend ex-date of the company based on their historical trend of dividend releases.

Data as of 29-Jul-16.

TickerShort NameMarket Cap (PhP)Last Price (PhP)Dividend Ex-DateNext Estimated Ex-Dividend DateDividend Yield
TEL PM EquityPHILIPP LONG DIS451,124,461,56821103/9/20168/19/20165.40
DMPL PM EquityDEL MONTE PAC LT24,717,682,68812.728/23/20164.93
MFC PM EquityMANULIFE FIN1,173,744,779,264595.05/12/20168/19/20164.51
SLF PM EquitySUN LIFE FINANCI894,693,081,08814605/27/20168/29/20163.98
GLO PM EquityGLOBE TELECOM298,670,391,2962254.005/16/20168/18/20163.90
PSB PM EquityPHILIPP SAVINGS24,481,728,5121028/3/20162.94
MER PM EquityMANILA ELECTRIC364,729,139,200324.68/19/20164/6/20172.84
LR PM EquityLEISURE & RESORT7,895,029,76079/27/20162.13
EEI PM EquityEEI CORP10,155,558,9129.758/26/20164/3/20172.05
CEU PM EquityCENTRO ESCOL UNI3,761,385,47210.108/11/20161.98
SMC PM EquitySAN MIGUEL197,417,566,208836/28/201610/11/20161.69
MPI PM EquityMETRO PACIFIC IN208,015,917,0567.53/23/20168/23/20161.64
MWC PM EquityMANILA WATER53,402,591,23226.003/8/201610/13/20161.60
ALI PM EquityAYALA LAND INC587,771,674,62440.003/8/20169/5/20161.19
BDO PM EquityBDO UNIBANK INC417,299,038,208114.36/10/20169/9/20161.05
HI PM EquityHOUSE OF INVEST4,188,773,63278/9/20160.96
PX PM EquityPHILEX MINING CO43,080,278,01698/5/20160.35
PNB PM Equity*PHILIPP NATL BNK78,321,057,792638/16/2016
AUB PM Equity*ASIA UNITED BANK22,979,454,976478/2/2016


Source: Bloomberg 

Note: For PNB and AUB this is their first time to announce a Special Cash Dividend hence there is no "Dividend Yield" data available.

DISCLAIMER: 
This is not an investment advice and the The Filipino Investor shall not be responsible or liable for any trading or investment decisions made based on this information.
The Filipino Investor hereby expressly disclaims any responsibility for any error or inaccuracy in the information.

Thursday, July 28, 2016

Top Twenty Five (25) Cheapest Stocks in the Philippines for July 2016

The "Top 25 Cheapest Stocks in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the cheapest stocks at the current market prices. This will be particularly useful to value investors a.k.a. those investors who like to buy companies whose current market price is selling cheap relative to quantifiable metrics such as earnings, sales, book value, dividend etc.

We would like to remind the readers of this website to do due diligence before investing specially on the more iliquid names. Cheers and enjoy!






Note:
1. P/E, EV/EBITDA, P/B, P/S were arranged from lowest to highest (lower the numbers means they are cheaper)

2. DY was arranged from highest to lowest (higher numbers are better/cheaper)

3. Data as of 28-Jul-16

Friday, July 8, 2016

Investment and Life Lessons - Part 7

Here's the PART 7 of my previous posts regarding the lessons I've encountered in my various readings on business, stocks, economy, money, war, love and life. My list is getting too long again hence I'm sharing it with the Filipino Investors out there for them to learn a thing or two. Cheers!


  1. Business shall always supersede politics, because Business is the main reason why we have politics - Daniel Cruz
  2. Ego = 1/Knowledge
  3. Good judgement comes from experience; Experience comes from bad judgement ~ Barry Lepatner
  4. 33% of your life will be spent sleeping. Wouldn't it be amazing if you could make money while asleep?
  5. A handful of patience is worth a bushel of brains - Dutch Proverb
  6. Without a sense of urgency, desire loses its value - Jim Rohn
  7. God gave me a tail to keep off the flies. But I'd rather have had no tail and no flies - Benjamin the Donkey quoted by Jim Simons
  8. Be the hardest working person on what you do - Stephen Curry
  9. The way for us to get there is to stay in the moment - Stephen Curry
  10. Better yourself everyday - Stephen Curry
  11. Be yourself, be humble and be grateful for all the blessings in your life - Stephen Curry
  12. Action speaks louder than words - Stephen Curry

Wednesday, April 27, 2016

Investment and Life Lessons - Part 6

Here's the PART 6 of my previous posts regarding the lessons I've encountered in my various readings on business, stocks, economy, money, war, love and life. My list is getting too long again hence I'm sharing it with the Filipino Investors out there for them to learn a thing or two. Cheers!

  1. Passion unpracticed, weakens - Tony Robbins
  2. The secret to wealth is gratitude - John Templeton
  3. The key to living is giving
  4. The human brain is designed for survival, it’s not designed for success - Tony Robbins
  5. Your brain is not designed to make you happy, that’s your job
  6. Skip a meal, but don't skip reading - Jim Rohn
  7. Quality is never an accident. It is always a result of intelligent effort. - John Ruskin
  8. Blind obedience to authority is the greatest enemy of truth - Albert Einstein
  9. Sometimes we make choices in life, and sometimes, our choices make us
  10. Living a life trying to avoid mistakes is living a life of inaction - Warren Buffett
  11. The primary cause of unhappiness is never the situation but your thoughts about it - Eckhart Tolle
  12. Omniscience isn’t necessary in investing; you only need to know the actions you undertake - Warren Buffett

Friday, February 12, 2016

Jamie Dimon gets in when JPMorgan gets dumped

It's all over financial media that JPMorgan Chase & Co. CEO, James Dimon "Jaime", bought 500,000 shares of JPM common stock at about $53.2 per share which is about $27MM of his personal money after the recent global market sell-off.

Looking back historically, this is actually not the first time Jaime Dimon did this type of transaction. Back in the height of 2008 financial crisis, on Jan 16, 2009, Jaime Dimon also came in and bought 500,000 shares at $22.92 after a the stock made a drop of whooping 71.91% from it's peak to trough.

He also purchased another 500,000 shares in 2012 at around $34.4/share when the JPM stock dropped 42.41% from peak to trough. Putting things in context, his previous two purchases (2008 and 2012) are actually relatively "more courageous" than the most recent since the stock just dropped 25.65% from the recent peak.

Still, hats off to Dimon, as he seem to be a guy who gets in big when a relatively huge correction comes in, and so far he's making money - a lot of money, about $24.4 MM of gains from his 2008 and 2012 purchases.

Saturday, February 6, 2016

Top Twenty Five (25) Cheapest Stocks in the Philippines as of 06-Feb-16

The "Top 25 Cheapest Stocks in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the cheapest stocks at the current market prices. This will be particularly useful to value investors a.k.a. those investors who like to buy companies whose current market price is selling cheap relative to quantifiable metrics such as earnings, sales, book value, dividend etc.
We would like to remind the readers of this website to do due diligence before investing specially on the more iliquid names. Cheers and enjoy!



Note:
1. P/E, EV/EBITDA, P/B, P/S were arranged from lowest to highest (lower the numbers means they are cheaper)

2. DY was arranged from highest to lowest (higher numbers are better/cheaper)

3. Data as of 06-Feb-16