The Retail Fund Manager PH
patreon
February 2024 Q&A Discussion
🕑 Added 2024-03-04 22:13:28 +0000 UTCAsk anything and I will try to answer! I may discuss the question in my youtube if its too hard to explain in a text.
Comments
Hilda Aleta
thank you for your response
TheCheap Gamer
About Kay CHP, speculation palang Yan. Wala pa Yan material information na gusto nila i-pursue.
TheCheap Gamer
It doesn't matter kung maganda financials Ng company at kaya nila magbayad Ng dividends, nakadepende padin sa management kung magdeclare sila dividends. About sa Tanong mo for DMC, kaya niya magbigay Ng dividend but again, nakadepende sa management kung gusto nila magdeclare. Ang mga companies except for REITS, Hindi sila required magbigay Ng dividends.
Hilda Aleta
hello sir. peding magrequest ng financial analysis ni dmc kung magbibigay ng dividends this march one thing more di ba balak niya bilhin si CHP if that is tje case possible ba magbigay o invest niya sa CHP instead
TheCheap Gamer
Wala ako valuation diyan Kasi puro negative pa multiples niyan. Normally kapag ako, kapag may hawak ako na stock na nag struggle or bad fundamental, kapag d ko nakikitaan Ng recovery sa fundamentals niya within the next 2 years, binebenta ko na.
Van Ezekiel
May unti ako position kay DITO na ipit base sa valuation mo kay DITO sir benta naba sya? na panuod ko yung vid mo sa mga company ni dennis uy.
TheCheap Gamer
Wala pa idea since d pa nagsusubmit lahat ng kanilang 4Q 2023
Van Ezekiel
Sir question kung you have capital now you want to invest anung stock priority mo 1st 2 and 3rd choice mo sir?
TheCheap Gamer
So far, nagiging okay na fundamentals niya. But so far, Hindi pa ganun kaganda sentiment sa property sectors. If magcontinue sila mag grow this year, then maybe babalik Yung favor Ng market sa kanila
Van Ezekiel
Sir MEG okay ba sya now?
TheCheap Gamer
Hindi ako interested sa mga preferred shares sir
Judahbenj
Cebu Land Masters FOO...What's your take sir?
TheCheap Gamer
RRHI needs to improve more. WLCON is overvalued based on my previous analysis
Van Ezekiel
RRHI pla sir okay ba sya mag ipon ngayon? & bakit bumabagsak WLCON?
Van Ezekiel
sige sir thanks wait ko nalang din haha
TheCheap Gamer
First week of April pa ata announcement Ng tender offer price. Hayaan ko muna market mag speculate Ng price hahaha
Van Ezekiel
yung sayo ba sir bebenta mo na?
TheCheap Gamer
Yung broker mo, mag email sayo Yun or notification kung i-accept mo na itender mo siya. Sila na bahala mag tender, bibigay sayo Yung pinagbentahan after ma clear. Usually may mga dates Yun, antayin mo tender offer announcement ni PLC
TheCheap Gamer
Kapag d mo mabenta, sayo padin naka record. Pwede mo ata pagawan Ng stock certificate sa broker mo. Ang problema dahil mag private na siya, mahihirapan ka na ibenta Yun.
Van Ezekiel
Matic ba yung sir kahit di ako mag benta ma wawala share ko ng PLC? sorry di ko gets yung tender offer
TheCheap Gamer
Okay mag bigay Ng dividend si BEL in the past Basta gumanaga iba niyang non gambling or gaming assets, kaso matumal sila in recent quarters
TheCheap Gamer
BLOOM, LOTO and PLUS mga profitable na gaming stocks so far pero Wala pa diyan Meron malaking dividend payout like PLC
POGING G
Haay mawawala na si PLC, kakaumay 😅 ano kaya maganda ipampalit? Di ko pa naaral si BEL. Kakaumay talaga pero that's life. 😅
TheCheap Gamer
While I haven’t personally tried that strategy, I believe it requires significant effort. It involves closely monitoring stock prices and diligently noting dividend ex-dates. Personally, I wouldn’t pursue such a strategy.
Hilda Aleta
Sir bought some dividend stocks, what if gains is more than the declared dividendsand planning to sell before the ex date then buy back during pull back.
TheCheap Gamer
okay, soon
Erly
Interested in MWC po, pero so far overvalued siya based on 3Q2023 Valuation. Just checked that revenue has increased but net income and EPS have decreased in the audited 2023 FS. Pwede po pa review ng MWC for 4Q2023 Sir? Thank you very much po.
