The Retail Fund Manager PH
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July 2023 Q&A Discussion
🕑 Added 2023-08-05 00:17:16 +0000 UTCAsk anything and I will try to answer! Let me know If you want me to add your question to my Rational Reminder Series In youtube to have a broader discussion.
Comments
TheCheap Gamer
I made a recent analysis on REITS ending Q2 2023 performances. https://youtube.com/watch?v=3H4sAiizmmA&si=q9IwxKusNqxj2uOa
herns
Hello, I am a Fil-AM originally from Bacolod City Living in Los Angeles. I am an active trader in the US market. Napansin ko medyo mura ang stocks ngayon sa PSEI . I am holding some few stocks for long term investing and dividends sa PSEI - AC ACEN TEL and LTG. Looking for another REIT for dividend investing at ang AREIT got my interest. Any thoughts or opinion on AREIT and some other REIT anyone hold for long term. Not a recommendation for buys of course. Hindi lang ko masyado familiar sa PSEI stocks except for some that I already own. Salamat!
TheCheap Gamer
PGOLD has 2 main retail stores. Puregold to target lower income household and SNR to target mid income to high income household. Kung yumaman ang pilipinas at some point and mag transition from low income to middle income ang madaming household, then maybe SNR can be COSTCO. Thats just my initial assumption. Anyways, they are both growing so they are in the right direction.
Michael
I am invested in costco in the usa. Nkakita ako ng similar business model dito sa ph which is SNR. Apparently owned pala siya ng cosco/pure gold. Tingin mo same trajectory siya? Laki din pala market share ng pure gold.
TheCheap Gamer
Hmmm.. I like CHIB because of attractive fundamentals and valuations. I own it already lol. And I don't want to own just one good bank stock. I want to own all the good ones.
Noty
If you want to own a bank stock/shares in the Philippines, what will be your best choice?
