The Vision Pulls You!

Good stuff from @ekkaytrader

Themesong for the Philippine Stock Market - Apoy by Greyhoundz "Sunog Lang ng Sunog"

Was going through my daily playlist and this song from from Greyhoundz seemed to fit the current situation of the PCOMP. It's kind of timely actually, now that we're crossing the 2012 closing price.

The lyrics can be viewed in a bearish and bullish perspective, just like the market, the interpretation will be based on the judgement of the trader. :)

Apoy by Greyhoundz

Sir John Templeton... Respect...

Saw this interview with Sir John Templeton 25 years ago and it fascinates me that even though mankind has made a lot of changes a.k.a. "developments" in the last 25 years, the Philosophy of investing remain the same.

Interviewer: Where are you finding bargains today?
John Templeton: Where people are selling, you'll never get a bargain except when most investors are trying to sell.

John Templeton also nailed down Hong Kong being a financial center to cater for Mainland China. Dow Jones going higher in value and Nikkei (Japan) being over valued hence he liquidated his positions in the region. All of this outlook made on 1989.

How to Donate in ABS-CBN Sagip Kapamilya Through BPI ExpressOnline?

"The purpose of money is to be able to enjoy life and share it with others" - Bo Sanchez

And we at The Filipino Investor ask, what better time to share than now?

Below are the easy steps to donate in ABS-CBN Sagip Kapamilya through BPI Express Online.

Step 1. Go to www.bpiexpressonline.com

Step 2. Toggle on Payments & Reloading tab and then click on  e-Donation

Step 3. Fill out the forms!

Step 4. Once everything's complete click on Submit

Once the transaction is completed and successful you will be navigated into a confirmation page with the summary of your transaction. Your donation is finally completed!

It is no secret that our fellow Filipinos in the areas hit by Super Typhoon Yolanda is in a very bad shape. Any amount of help will make their life at-least a little easier.

Investment Idea - German Car Makers + Italy's FIAT

When I started looking at European stocks in the 1st quarter of this year it really surprised how cheap these companies were selling from a valuation stand point. Being a follower of Philippine stocks on the period when we were on the relentless rally towards the 7000-and-beyond levels, the spread between the earnings multiple, price to book, dividend yield etc between PHL and EU stocks to me was just too wide (PHL being expensive and EU being cheap). Now one could argue that PHL was expensive for a reason (potential growth) and EU was cheap for a reason (contracting economy) but that would be subject to an entirely different debate and will most likely end up not really knowing who's right or wrong, so to simplify things let's just take the numbers as they are, what's cheap is cheap and what's expensive is expensive. =)

Having this said, back then I really had the conviction that there is a compelling case for a long term investment on these EU stocks and damn If only I had the access (and capital LOL) to the Europeans stock exchanges I would have bought them right upfront hahaha! :D Anyways, back to the point of this article, here's the analysis I made during 1st quarter this year. 

**Analysis was made on 11-Apr-13.**

We were thinking that we take this recent correction on the European markets to position ourselves on German car-makers, BMW GR, VOW GR, DAI GR and Italy's F IM. See some fundamental and technical reasons below.

Nuff Said

Outlook on Debt Ceiling and US Government Shutdown

**Analysis was made on 07-Oct-13.**

Our outlook remains constructive on equities until the end of the year despite Government Shutdown and and Debt Ceiling concerns that is due to be fixed before 17-Oct-13.

This is due to the following reasons.

1. Technicals. SPX is bullish technically and is forming a falling broadening wedge pattern in the 1Y daily chart w/c suggests a continuation of the upside move in the short-term. This bullish outlook will be invalidated if the price breaks the Support of the rising wedge w/c will then turn the technicals bearish. A potential driver of this event happening is when the policy makers in the US don't come up with a deal before 17-Oct-13 to raise it's debt ceiling. However we'd take the opposite bet on this because given that they "own" the decision whether they will default or not and given that the whole world is looking at them the probability that they will decide not to default is higher.