PinoyMoneyTalk.com | Advertise on PMT | Forum Rules | Post free ads

PMT Forum

News: New PMT Forum Badges awarded this quarter!   Did you receive your award? Click here to know more about the Member Awards.

Author Topic: Creating that Pong Pagong Portfolio  (Read 20166 times)

Offline bajoyjoy

  • Forum Jedi
  • ****
  • Awards Sweet Lover Member since 2007 Stocks Wizard Chikador / Chikadora
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #15 on: Aug 15, 2012, 09:52 AM »
mokongboy, would you be willing to share what other stocks you currently have in your portfolio, and possibly, what made you choose them (I assume FA din ang basis mo in all of them)? ok lang naman if you opt to withhold the info. ;)

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #16 on: Aug 15, 2012, 01:01 PM »
mokongboy, would you be willing to share what other stocks you currently have in your portfolio, and possibly, what made you choose them (I assume FA din ang basis mo in all of them)? ok lang naman if you opt to withhold the info. ;)

Thanks for following this post... i hope to see one of your critics soon.

I am still learning the ins and outs of investing in the stock market. My biggest losses are still from mining and those trades on highly speculative "Basura" stocks (eto ung dala ng emosyon na tipong masabi lng na may stock ako nyan... kitam taas ng gain nya today noh... pero kinabukasan sadsad na sadsad).

So far my most successful method was to compare the PE ratios of stocks within the same industry. Added secondary filters such as P/B and market capitalization.

Hiya pa ako ipakita ung portfolio ko eh kc sumisigaw syang RED..  :cry: Biggest losses are with ORE and MARC (damn those mining stocks). Best performing stocks as of the moment are MEG and EEI.



Post Merge: Aug 15, 2012, 01:32 PM
Mag Hype Lang ako ng Stuck ko....

ORE
----------------------------------------------------
Effective Price 2011: Php3.8 per share
EPS 2011 = Php 0.3219 per share

Current Price: Php 5 per share
EPS 2012 1st half only = Php 0.3265 per share
----------------------------------------------------
(Very Shallow) Estimate EPS 2012 = 2 x 0.3265 =  Php 0.6531 per share

(Very Shallow) Estimated Price at the End of 2012 = 3.8 x 0.6531/ 0.3219 = Php 7.71 per share (PEx11.81)

Disclaimer... Ore is half of my portfolio. KAHBYAHT as always!!!
« Last Edit: Aug 15, 2012, 01:32 PM by mokongboy »

Offline katsky

  • Probie
  • *
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #17 on: Aug 15, 2012, 11:11 PM »
baliktad tayo sa akin marc ang green and biggest gainer ko.

Offline pmtmember

  • Forum Expert
  • ****
  • Awards Stocks Wizard PSE Stock Trader Chikador / Chikadora
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #18 on: Aug 15, 2012, 11:22 PM »
I bought a small portion of CPG yesterday @Php1.4 per share in anticipation of a good 2012 1st half report. The STS indicator seems to have a buy signal already. RSI was pointing up, however, it ended neutral. Hopefully the MACD will cross the MACD signal anytime soon.

The Good...
It is a high possibility that CPG's 1st Half earnings will still be attractive even with a mediocre second quarter earnings (Q1 will dampen any bad performance on Q2).

The Bad...
CPG is still in a downtrend. CLSA has been dumping shares since monday (Do they know something that everybody else doesn't???)

They requested for an extension in submitting  their 1st half report.

The Ugly...

If you believe in Aughost...I may have entered pre-maturely.

might be another false breakout for CPG. Pero pag tuloy2x, then masaya tayo :)
Take risks: if you win, you will be happy; if you lose, you will be wise. Trader's Logbook

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #19 on: Aug 16, 2012, 02:11 PM »
might be another false breakout for CPG. Pero pag tuloy2x, then masaya tayo :)

Hehe... false break-out or not, patigasan nlng ng tuhod  :D Be ready with those STOPS

Post Merge: Aug 16, 2012, 02:16 PM
baliktad tayo sa akin marc ang green and biggest gainer ko.

I envy you :'(
« Last Edit: Aug 16, 2012, 02:17 PM by mokongboy »

Offline bajoyjoy

  • Forum Jedi
  • ****
  • Awards Sweet Lover Member since 2007 Stocks Wizard Chikador / Chikadora
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #20 on: Aug 16, 2012, 02:51 PM »
ORE
----------------------------------------------------
Effective Price 2011: Php3.8 per share
EPS 2011 = Php 0.3219 per share

Current Price: Php 5 per share
EPS 2012 1st half only = Php 0.3265 per share
----------------------------------------------------
(Very Shallow) Estimate EPS 2012 = 2 x 0.3265 =  Php 0.6531 per share

(Very Shallow) Estimated Price at the End of 2012 = 3.8 x 0.6531/ 0.3219 = Php 7.71 per share (PEx11.81)

Disclaimer... Ore is half of my portfolio. KAHBYAHT as always!!!
thanks for ^that mokongboy...

ako din ipit jan sa ORE :hihi:.... napasubo maglong-term. :D

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #21 on: Aug 16, 2012, 03:05 PM »
thanks for ^that mokongboy...

ako din ipit jan sa ORE :hihi:.... napasubo maglong-term. :D

Obligado talaga mag long term... bagsak mga metal prices dahil sa euro-zone crisis. it may take them 2 years or more to recover. I just hope that Indonesia really bans exporting nickel. ( :whistle: umaasa!!!)

Offline pmtmember

  • Forum Expert
  • ****
  • Awards Stocks Wizard PSE Stock Trader Chikador / Chikadora
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #22 on: Aug 16, 2012, 05:48 PM »
sold my ore for a meager gain. Ok nlang. balik pag merong mas magandang signal. Na bored ako sa galaw :)
Take risks: if you win, you will be happy; if you lose, you will be wise. Trader's Logbook

Offline proudtobepinoy

  • Posting Whiz
  • **
  • Gender: Male
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #23 on: Aug 20, 2012, 11:28 AM »
What about stocks for the long term? Value stocks or Dividend Stocks?
Hindi pa ako invested sa stock market, planning pa rin ako
assignment kasi namin dati sa isang subject namin in school is to pick a company and give recommendations on buy,sell, or hold
then inupdate ko lang siya as of August 17, 2012 Friday

Can I suggest a value stock?
« Last Edit: Aug 20, 2012, 11:37 AM by proudtobepinoy »
Check out my artworks:
http://rubsjoaquin.deviantart.com/

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #24 on: Aug 20, 2012, 06:25 PM »
What about stocks for the long term? Value stocks or Dividend Stocks?
Hindi pa ako invested sa stock market, planning pa rin ako
assignment kasi namin dati sa isang subject namin in school is to pick a company and give recommendations on buy,sell, or hold
then inupdate ko lang siya as of August 17, 2012 Friday
@proudtobepinoy
How do you define value stocks against dividend stocks? And when you say long term - does this mean 5 to 10 years?

If you ask me what stocks are "value stocks/ dividend stocks" here are my picks (I hope you do your due diligence before dipping your toes into these stocks):

Value stocks: Usually Utilities and Energy Related Stocks
MWC, MER, SCC, tapos ung angkan ni LPZ --> FPH, FGEN, EDC

Dividend stocks:

MB, SCC, PSE, PNX, TEL, TA...
SPICYSIOMAI has his own scanning of dividend stocks
click here


Did you notice SCC appearing on both? (i'm planning to add SCC to this portfolio).

For stocks with having a horizon of 5 to 10 years? I'd go for mining.

Can I suggest a value stock?

Of course... What do you have in mind???

« Last Edit: Aug 20, 2012, 06:29 PM by mokongboy »

Offline proudtobepinoy

  • Posting Whiz
  • **
  • Gender: Male
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #25 on: Aug 20, 2012, 06:47 PM »
Actually long-term for me would be 20 years, masyado bang mahaba?
yes utility nga sana yung isusuggest ko and nasabi mo na eh, mwc
based from my assignment good buy siya if your holding period is at least 20 years
pero sa ngayon kung short-term ang pag-uusapan (at least 1-month) medyo overbought siya pero still not a good time for sell.


« Last Edit: Aug 20, 2012, 06:48 PM by proudtobepinoy »
Check out my artworks:
http://rubsjoaquin.deviantart.com/

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #26 on: Aug 20, 2012, 07:25 PM »
Actually long-term for me would be 20 years, masyado bang mahaba?
yes utility nga sana yung isusuggest ko and nasabi mo na eh, mwc
based from my assignment good buy siya if your holding period is at least 20 years
pero sa ngayon kung short-term ang pag-uusapan (at least 1-month) medyo overbought siya pero still not a good time for sell.
I can't say kung masyadong mahaba ang 20 years or hindi. It dependot on the person's personality. Para sakin mahaba ung 20 years, mababagot ako.  :D

Offline pmtmember

  • Forum Expert
  • ****
  • Awards Stocks Wizard PSE Stock Trader Chikador / Chikadora
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #27 on: Aug 20, 2012, 08:29 PM »
I am planning to have another account and invest (not trade) on blues found on PSEi with regular realignment lets see sinong magbibigay ng malaking gain after 5 years :)
Take risks: if you win, you will be happy; if you lose, you will be wise. Trader's Logbook

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #28 on: Aug 20, 2012, 09:49 PM »
I am planning to have another account and invest (not trade) on blues found on PSEi with regular realignment lets see sinong magbibigay ng malaking gain after 5 years :)
hehehe... ala Mutual Fund?

Post Merge: Aug 20, 2012, 11:57 PM
The Pong Pagong Portfolio: Net Paper Gain/(Loss) = +6%


Picture <--- Click Me
« Last Edit: Aug 20, 2012, 11:57 PM by mokongboy »

Offline mokongboy

  • Posting Whiz
  • **
  • Gender: Male
  • There is but one path, we kill them all!
    • Awards
Re: Creating that Pong Pagong Portfolio
« Reply #29 on: Aug 21, 2012, 11:54 PM »
Posted Good-Till-Month Orders (order expires after 30 days or when it is completely filled, whichever comes earlier) on two stocks.

VLL seems to have reached the bottom of the handle of a cup-and-handle pattern. JPMORGAN and MAKOY bought small portions last Friday.

FPH a stock, according to most brokerage firms, is undervalued (COL values FPH at about 120, its 2nd Quarter 2012 Book Value per share is about 20 points higher than that). Observing its chart, a possible range trade or accumulation for a potential bullish divergence may occur.

Picture<-- Click Me

Kahbyaht as always...

Post Merge: Aug 22, 2012, 11:21 PM
Property stocks have been slaughtered today. One of my off-hour orders was filled (VLL @ Php4.36/share).
Am I happy about it?  --> NO!!!  :hit:
Why not?  --> you should have stuck with the plan you eager beaver!!!  :hit:
(i was originally planning to enter at Php4.3/share)
« Last Edit: Aug 22, 2012, 11:36 PM by mokongboy »

 

Related Topics

  Subject / Started by Replies Last post
12 Replies
2173 Views
Last post Sep 15, 2008, 11:02 PM
by ferrariEverest
11 Replies
1077 Views
Last post Feb 27, 2010, 09:45 PM
by SGbusiness
2 Replies
388 Views
Last post Aug 06, 2010, 09:32 PM
by James307
15 Replies
2264 Views
Last post Mar 18, 2013, 03:56 PM
by joss


* Recent Topics

* PMT Shoutbox

Refresh History
  • arissa021: pero must be 3 years employed or 5 years na in business with checking account...
    Today at 02:15 PM
  • arissa021: mam as of now only 1.69 ang pinaka mababang% pinaka mataas 2.5% po
    Today at 02:15 PM
  • arissa021: sa mga may problem sa credit card pls sms 09339443886 mgu company can help u settle pay light pa kasi we can help u pay the amount u can...with bank clearance after the payment..if you guys have friends with this kind of problem i can give a commission..txt lang po ur whole name so we can meet together with ur client.thanks.
    Today at 02:14 PM
  • kiriyama: @arrissa..Ok sorry...nagpapautang din ba sila dyan? ung tipong not greater than 0.50% lng ang interest per month...hehe barat mode  :D
    Today at 02:01 PM
  • arissa021: managers are educated at minsan sila ang may mga ganung problem..wala pa po sa pinas ng ganitong business.helping people na makakaalis sila sa debt...ng nd mag spend ng so much interest..thanks.
    Today at 01:58 PM
  • arissa021: what do you mean wrong target??i got my clients here in pmt.kasi mga tao nd naman nila i shout yung problem nila sa cc...i just post maybe some people might need help...
    Today at 01:56 PM
  • kiriyama: @anthony... I will sing a song for you... ♪ "you are not alone...I am here.. with you" ♫ :cry: 2nd day top losser nnman ako!
    Today at 01:45 PM
  • kiriyama: @arissa I think people around here are Financially educated and trained..wrong market target here..I guess you are in the wrong neighborhood
    Today at 01:40 PM
  • anthonycpa: parang same same yesterday nanamn pula kung pula! :cry:
    Today at 01:37 PM
  • arissa021: sa mga may problem sa credit card pls sms 09339443886 mgu company can help u settle pay light pa!!!
    Today at 01:19 PM
  • Akosipepay: Thanks @anthonycpa ;-)
    Today at 10:17 AM
  • mikoangelo: mwide PP @20
    Today at 10:12 AM
  • mikoangelo: pppsst moks..tissue
    Today at 10:12 AM
  • kiriyama: angyare?! Kahapon CPG ngaun MWIDE naman?! tingin ko kelan ko muna mag hibernate kakatingin sa stocks...bka atakihin ako sa puso!
    Today at 09:44 AM
  • kithe: H2O lang katapat niyan moks, lagyan mo ng lemon..
    Today at 09:36 AM
  • mokongboy: ano yan... ano yan
    Today at 08:59 AM
  • mikoangelo: pssst my alam akong pangtanggal ng sipon..segundo lang sigurado tanggal na yan.....100%  effective
    Today at 08:51 AM
  • mokongboy: Sipon.... papunas ng uhog!!!
    Today at 08:13 AM
  • kithe: @juliantinio, di ka ba nag attend muna ng seminar?
    Today at 06:14 AM
  • vicces: zzzzzzz....
    Today at 03:17 AM
  • juliantinio: PLS HELP
    Today at 01:56 AM
  • MacBook123: hello
    Today at 01:46 AM
  • MacBook123: yo!
    Today at 01:46 AM
  • juliantinio: somebody help me pls just opened my COL EIP pls help me where to start and invest for the long term pls
    Today at 01:32 AM
  • arissa021: sa mga may problem sa credit card pls sms 09339443886 mgu comp can help u settle pay light pa!!thessa
    Today at 01:24 AM
  • arissa021: sa mga may problem sa credit card pls sms 09339443886 mgu comp can help u settle pay light pa!!!
    Today at 01:23 AM
  • kiriyama: @anthony hanggang Dugo nlng sa kanto ang kayang pambili ng pera ko...
    Yesterday at 11:14 PM
  • logicheart: Na over nga siguro sa kamot  :D
    Yesterday at 06:06 PM
  • jpm247: @logicheart baka kinamot mo ng kinamot e pupula talaga yan ng parang kamatis este apple... ganyan talaga pag allergy :D
    Yesterday at 04:52 PM
  • george88: sarap nyan apple ba yang pulang pula? matamis at malutong yan pag pulang pula eh
    Yesterday at 04:01 PM
  • logicheart: pulang pula ako ngayon :-(
    Yesterday at 03:17 PM
  • anthonycpa: @kiriyama halika sabay tau kumain ng dinugaan today
    Yesterday at 02:44 PM
  • kiriyama: -5.23% ako sa CPG in a day...wow sarap nman nun.....
    Yesterday at 02:33 PM
  • kiriyama: angyare sa CPG? kung kelan naman ako bumili...tsaka pa lumagapak....sana nag hintay pa ako ng ilang oras...
    Yesterday at 01:47 PM
  • anthonycpa: @Akosipepay  i think it does, pero it will be for a short period kaya cheer up lng  :cool2:
    Yesterday at 01:41 PM
  • Akosipepay: Wondering if results of msci would highly affect MeG ;-( bumili kase ako before ilabas ung msci ;-(
    Yesterday at 01:28 PM
  • Akosipepay: Hello newbie here ;-)
    Yesterday at 01:27 PM
  • anthonycpa: Ayoko ko na ng dinuguan sana mag pakbet naman ngayon.
    Yesterday at 01:10 PM
  • kithe: napatunayan na ang gatas ay pampalakas ng katawan kaysa alak.. Haha.
    May 19, 2013, 10:28 PM
  • kithe: hahaha.. sabi ko na nga ba.. ang iinit kasi ng mga ulo, nakainom yata sila..
    May 19, 2013, 09:58 PM
  • mokongboy: Walis kayo jan... WALIS!!!
    May 19, 2013, 09:46 PM
  • vicces: pururoooottttttt!!!!
    May 19, 2013, 09:35 PM
  • kithe: go ginebra.. go alaska.. all na. 74..
    May 19, 2013, 09:19 PM
  • arissa021: gud eve to everybody!
    May 18, 2013, 11:13 PM
  • cedrick.img: last game na cguro bukas sa PBA hahahah
    May 18, 2013, 01:07 PM
  • vicces: booo! Do or die na naman...
    May 18, 2013, 08:00 AM
  • mikoangelo: 2-0....Sweep!!!
    May 18, 2013, 07:55 AM
  • aris1925: hehe oo nga sir miko baguhan pa kasi next time alam na
    May 17, 2013, 08:58 PM
  • george88: hehe...syempre may bandwagoners eh hehe... tsaka kung 1000 shares mabibili then kumita ka at 105... la ako 100k pang trading eh hehe
    May 17, 2013, 08:42 PM
  • mikoangelo: george...aub closed at 104..mahal pa ba yung 95  :watchuthink:
    May 17, 2013, 08:33 PM
 
 
Welcome, Guest. Please login or register.
Did you miss your activation email?

* Forum Shortcuts

* Vote in this Poll Now!

  • How much is your Net Worth (in pesos)?
  • Dot Below PHP 1M
  • 42 (39%)
  • Dot PHP 1M - 5M
  • 31 (28%)
  • Dot PHP 5M - 10M
  • 12 (11%)
  • Dot PHP 10M - 30M
  • 14 (13%)
  • Dot PHP 30M - 50M
  • 3 (2%)
  • Dot Above PHP 50M
  • 5 (4%)
  • Total Members Voted: 107
  • View Topic

* Active Posters Today

Quiz Quiz
10 Posts
mikoangelo mikoangelo
9 Posts
arissa021
7 Posts
vicces
7 Posts
mxherr5 mxherr5
6 Posts
bauer
6 Posts
Wills
6 Posts
Jennifer627
5 Posts
spidermannn spidermannn
5 Posts
paul14louie
4 Posts

* PinoyMoneyTalk.com

* SPAM-free PMT!

Help clean up the PMT Forum by reporting spam posts, troll messages, PM solicitation, or any other problem posts or members! Click the "Report to moderator" link at the bottom of every post.
BloQcs design by Bloc Business & Finance - Top Blogs Philippines
SMF 2.0.4 | SMF © 2013, Simple Machines
SimplePortal 2.3.5 © 2008-2012, SimplePortal