Vernian Capital on X: Bought FILRT as a Play on the BPO Sector with an Indicative Yield of 10%

Historical Chart, Weekly

Investment Rationale:

1. Assets comprising of 17 fully operational, Grade-A PEZA accredited Office Buildings in Alabang 

and 1 prime beach lot property in Boracay leased to Crimson hotels

2. Attractive dividend yield of 10% at current levels

3. "peak rates" outlook in 2023, policy rates projected to fall in 2024 onwards, making $FILRT yield more attractive

4. Strong BPO sector outlook projected to grow more than 10% per year in the next 5 years

5. Vacancy rate of ~20% is putting pressure on rental income but can be viewed as upside potential should office leasing picks up

6. Given point number 4, we think point 5 should be mitigated with almost 80% of tenants being largely multinational BPO companies

Vernian Capital on X: Bought GDXJ as a Bullish Play on Gold

November is one of gold's strongest month based on the 20-year historical average. If this plays out, we could be testing the multi-year resistance at 2050-2100 levels by then.

Macro backdrop of "flight to safety is also in play".

Technical Pattern: Falling broadening wedge, continuation pattern, bullish to the upside Long $GDXJ at 33.36

Holding Period: 1 to 4 months

Price Target: None, discretionary

Stop Loss: None, discretionary

#XAU #GOLD #GC

Traded Under (3) Special Situations

Source: Vernian Capital on X

1Y, Daily Chart

Effect of Interest Rate Hikes in the Stock Market (S&P 500) - A Historical Study

If you've been following the financial markets, the chatter in the current environment is the sell-off on global stock markets was driven by fears of an interest rate hike, particularly the 10-Year US treasury yield.

This raises the question: How did the stock market behave with the interest rate spikes in the past? And does a stock market sell-off necessarily follow when there is "spike" in treasury yields?

To answer this inquiry, we decided to check history since the current rate hike is not the first time it happened - in fact, looking at the data, we've visually identified 7 notable rate spikes in the last 40 years. We then checked how the bond prices and stock prices behaved during this "rate hike/spike" period to give us a flavor of what to potentially expect.

10-Year Treasury Yield from 1980 to Present

Top 25 Cheapest Stocks in the Philippines for Feb 2021

"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, P/B and P/S were arranged from lowest to highest (lower the numbers means they are cheaper)

2. Data as of 16-Feb-2021

Top 25 Highest Dividend Yield in the Philippines for Feb 2021

"

Top 25 Highest Dividend Yield in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the highest dividend yielding stocks at current market prices.

This will be particularly useful to income investors a.k.a. those investors who like to buy companies that pay dividends.

We used FirstMetroSec's Dividend Yield data in calculating the numbers defined by the following formulas:

Dividend Yield = Dividend Per Share / Stock Price x 100%

Dividend Payout Ratio = Dividend Per Share / Earnings Per Share x 100%

We would like to remind the readers of this website to do due diligence specially on the more iliquid names with very high dividend yield as the level of payout may not be sustainable.

Data as of 13-Feb-2021

Investment and Life Lessons - Part 19

Here's the PART 19 of our Investment and Life Lessons series. 

These are the ideas we've gathered from our various readings on business, stocks, economy, money, war, love and life. Our list is getting too long again hence we're sharing it with the Filipino Investors out there for them to learn a thing or two. Cheers!

-----------o-----------------o-----------

1. Competition keeps you in condition

2. Forbidding is forbidden to us - Mosley

3. Short-term investors will accept a 20% gain because they didn’t spend the time to develop the conviction and foresight to see the next 500% - Ian Cassel

4. If it was not for the elders correcting the mistakes of the young, there would be no state - Cicero

5. What Susie says of Sally says more of Susie than of Sally

6. The goal of media is to make every problem, your problem - Naval

7. The important thing to remember is not to forget

8. Money will not solve all your problems, but it will solve all your money problems

9. The ability to do what you want, when you want, with who[m] you want, for as long as you want to, pays the highest dividend that exists in finance - Housel

10. Someone who says "I am busy" is either declaring incompetence (and lack of control of his life) or trying to get rid of you. - @nntaleb

Top 25 Highest Dividend Yield in the Philippines for Dec 2020

"Top 25 Highest Dividend Yield in the Philippines" is a monthly publication by The Filipino Investor to give investors in the PSE a sense on what are the highest dividend yielding stocks at current market prices.

This will be particularly useful to income investors a.k.a. those investors who like to buy companies that pay dividends.

We used FirstMetroSec's Dividend Yield data in calculating the numbers defined by the following formulas:

Dividend Yield = Dividend Per Share / Stock Price x 100%

Dividend Payout Ratio = Dividend Per Share / Earnings Per Share x 100%

We would like to remind the readers of this website to do due diligence specially on the more iliquid names with very high dividend yield as the level of payout may not be sustainable.

Data as of 31-Dec-2020