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Thursday, November 26, 2015

Thinking Rationally About Investment Returns

One of the most common reasons why people fall for investment scams is because of the very high returns promised for a very short period of time.

The inspiration of this post is to hopefully give investors out there a quick mental framework on how to think rationally about investment returns and hopefully make them a little better in identifying investments that are plausible vs hoax.

Case in point is one of the Philippine's biggest investment scam w/c reportedly promises 62% return in just 20 days or equivalent to 1,131.5% per year according to PinoyMoneyTalk.com.

Now quoted at 62% for 20 days it might mentally deceive ones brain to accept the very attractive offer. But when you do the math, the numbers will really look funny and on first glance would look nothing but - for lack of a better word, a joke.

Here's why.

Let's assume you were offered that deal 27 years ago and say you had P10,000 back then. How much money would you have now at 1,131.5% return every year? Note that the reason why I have chosen 27 years is because we will compare it later with LEGIT investments that had recorded data going back 27 years.

The answer is:

Monday, November 9, 2015

Dividend Ex-Dates in the Philippines in the Next Three (3) Months as of 09-Nov-2015

Here's our monthly dose of upcoming dividend ex-dates in the next three (3) months. 

"Dividend Ex-Date" is the actual ex-date already announced by the company.

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

If you want additional items to be added on this table hit the comment button below and we'll try to get them included next month.

Data as of 09-Nov-15.


TickerShort NameMarket Cap (PhP)Last Price (PhP)Dividend Ex-DateNext Estimated Ex-Dividend DateDividend Yield
EEI PM EquityEEI CORP6,217,689,088611/27/20158/26/20156.67
REG PM EquityREPUBLIC GLASS1,841,577,2162.711/9/20155.56
GLO PM EquityGLOBE TELECOM288,051,003,392217011/18/20158/12/20153.82
PF PM EquitySAN MIGUEL PUR22,416,723,968134.511/17/20153.57
SLF PM EquitySUN LIFE FINANCI949,805,252,60815542/22/20163.48
MWC PM EquityMANILA WATER49,294,700,544242/29/20168/20/20153.40
MFC PM EquityMANULIFE FIN1,517,885,194,24077011/13/20158/13/20153.12
WEB PM EquityPHILWEB CORP29,097,715,71220.311/9/20152.96
FPH PM EquityFIRST PHILIP HLD38,212,186,1126911/13/20152.90
SMC PM EquitySAN MIGUEL118,212,689,92049.712/28/201510/6/20152.82
BDO PM EquityBDO UNIBANK INC371,828,260,8641023/14/201612/7/20151.18
BPI PM EquityBANK PHILIPPINE333,972,668,4168512/24/20158/5/20151.06
JFC PM EquityJOLLIBEE FOODS221,200,891,904206.811/24/20155/4/20150.94
AC PM EquityAYALA CORP475,861,352,44876812/14/20157/6/20150.75
PSB PM EquityPHILIPP SAVINGS24,025,249,79210011/11/20150.75
URC PM EquityUNIVERSAL ROBINA449,825,701,888206.22/19/20162/23/20150.73

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

Thursday, November 5, 2015

Top Twenty Five (25) Cheapest Stocks in the Philippines as of 05-Nov-15

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!

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 05-Nov-15