March 2024 Q&A Discussion

TheCheap Gamer

https://edge.pse.com.ph/

Kelvine Moral

Where do you read company disclosures/financial statements etc? Do you have a site where everthing is consolidated or do you go to each company website individually and look for it?

TheCheap Gamer

Hindi nila kayang bayaran Yung 3 years average dividends nila. So most definitely kelangan nila mag declare Ng lower dividends or no dividends at all

Patrick

Tanong lang po sa dividend tracker. Ano ibig sabihin mo ng RUN!!!!!

TheCheap Gamer

D ako familiar diyan sa Mangun, Yang Cuunjieng, pinapanood ko Yan sa ANC

POGING G

Maiba lang, kakatuwa naman PSEi, as of today YTD is 0%, kala ko mag clo-close pa na negative. Anyways, chills lang tayo mga long term investor. Anyways, ano sir masasabi nyo sa analyst(?) na si John Mangun? Palagi kasi syang nafe-feature sa Market Edge, puro mga walang kwenta sinasabi. lol. Mas madami pa kong natututunan kay Stephen Cuunjieng.

TheCheap Gamer

Send ka email sa trfmtothemoon@gmail.com

Jeff Reimar Tadeo

TheCheap Gamer

Kung nanonood ka Ng investing jounery videos ko, Meron ako different trackers for dividends.

TheCheap Gamer

Kung Yung broker generated statement tinutukoy mo, Yes factored in Yan Kasi total return tinitignan dun. Portfolio Gains + Dividends

Mark

Hi, do you factor in dividends earning on your performance benchmark or may separate tracker ka for divs earnings?

TheCheap Gamer

Hindi. I want continuous growth before and after retirement. That's why, MP2 will never be for me.

Judahbenj

With your analysis regarding MP2, and with your knowledge in the stock market, kung malapit ka na rin bang mag retire e hindi na 100% stocks ang portfolio mo? like papasok ka din sa MP2 for capital preservation? Kasi nabanggit mo dun na that is good for those who have shorter runway. pero assuming nag grow na. Thank you sa insights.

TheCheap Gamer

Gagawa ako once nagsubmit sila financial report. I started a small position in MWC. Maganda mga utility stocks for long term as long as hindi sila gaano nareregulate ng gobyerno. In the case of MWC, mukhang hindi na sila pinapakealaman lately and unti unti na ata nagmamaterialize kanilang previous capex to drive growth sa business.

Jep Piscos

received in my email. thanks bro

p3k

May analysis and video ba kyo kay MWC? Ok ba syang i hold for long in your opinion?

TheCheap Gamer

Nag email po ako. Pa check na lang

Jep Piscos

Hi sir. Nag email po ako para sana access sa new new screener na ginawa mo. Pano ba yun ma access sir?

TheCheap Gamer

Tinanggal kita tapos binalik ulit. Pa check ulit sa Gmail mo.

Van Ezekiel

yung discussion and ACCESS TO GOOGLE DRIVE 1 Pager Stock... sir yung na received ko sa email may iba pa po bang link?

TheCheap Gamer

Open mo Yung email mo na ginagamit mo pang access sa Google drive ko. Andun dapat link

Van Ezekiel

Sorry sir di ko sya makita dun lang po ba sya same google drive link anu pong name?

Judahbenj

As always great insights! salamat Arbaab.

TheCheap Gamer

Ang stock market Kasi is also a way of betting on the growth of the stocks na binibili mo. If you believe they will grow long term, then yes it can be an opportunity to buy. In case of FNI and NIKL, you are betting on the deman of nickel in the future which could drive the nickel prices to go up and then drive the growth of FNI and NIKL. In my case, nag trim ako sa FNI and NIKL simply because I see better opportunities on other stocks that could drive my portfolio better in the short term. If bumalik Yung opportunity sa NIKL and FNI, then that's the time I will buy more. These are cyclical stocks, you don't know when will be their next bull cycle starts.

TheCheap Gamer

Gawa na lang ako video for that on the next few days. It's decent for the most part I guess.

Judahbenj

Sa recent valuations mo with the Nickel mining stocks such as NIKL at FNI, possible kamo its a value trap. so does it mean in the short term, benta na sila? or cut loss? (which I hate kasi dividend portfolio ko for retirement ang binibuild ko) Pero dba if long term say 10-15 yrs, pwede din nman na opportunity ito to bodega? Gaya ni SPC, ayaw ng tao nung bumagsak fundamentals nia, pero un namn ung time na kako opportunity ito mag bodega, kasi i believe babawi sia, mali ba un strattegy na un sir?Thank you again sa insights.

TheCheap Gamer

Pa check po ulit. Binigyan kita access kanina lang

p3k

Bossing, reliable po ba si "simplywall.st" sa mga data & analysis? Nakita ko kasi sa mga ibang youtuber yan yung ginagamit nila LOL

Van Ezekiel

Hi, sir just upgraded to tier 2 I emailed you. May I ask for the screener access thanks.