Tuesday, May 10, 2011

2011 Stock Picks

I'm starting to invest long term in stocks this year. In previous years, I'm more on it in a short term basis.

My top 20 picks

The following Philippine Stock Exchange (PSE) listed companies would be my target for accumulation for a 3-year period:

1. PLDT (TEL)
2. Globe Telecom (GLO)
3. Ayala Corp. (AC)
4. SM Investment Corp (SM)
5. San Miguel Corp. (SMC)
6. Phil. Stock Exchange (PSE)
7. Metrobank (MBT)
8. China Bank (CHIB)
9. CitisecOnline (COL)
10. MERALCO (MWC)
11. Manila Water Co. (MWC)
12. First Philippines Holdings (FPH)
13. Aboitiz Power (AP)
14. TransAsia (TA)
15. Jollibee Food Corp. (JFC)
16. Engineering Equipment Inc. (EEI)
17. Alliance Global Inc. (AGI)
18. Metro Pacific Inc. (MPI)
19. Philex Mining (PX)
20. Semirara Coal Corp (SCC)

I am not a guru in stock investing. I'm just a common man watching the stock market, reading company's disclosures, financial statement and press releases. My basis for selecting the above stocks is their percieved future values, while the timing of entry would be based on PER and PBV.


Aside from my top 20 picks, I'm also watching the following stocks which would be included in my short term stocks portfolio, depending on movements and rumors:

1. FDC-Filinvest Devt Corp
2. IMI-Integrated Micro
3. OV-PhiloDrill
4. SOC - South of China
5. LC - Lepanto Mining
6. MA - Manila Mining
7. AT - Atlas Mining
8. NIKL - Nickel Asia
9. PAX - Paxys
10. SMDC - SM Devt Corp
11. BELLE - Belle Corp
12. CYBR -Cyber Bay Corp
13. LR - Leisure
14. EDC - Energy Devt Corp

As of this writing, return on my portfolio for the 4 month period is at 6% or 18% year-to-date (YTD). If paper gain/loss will be included, the return would be 12% or 36% YTD.
at

20 comments:

  1. AnonymousDecember 21, 2012 at 6:58 PM

    hi!,I love your writing so so much! share we keep up a correspondence extra approximately your article on AOL?
    I need a specialist on this area to resolve my problem.
    May be that's you! Looking forward to peer you.
    Also visit my page real online roulette

    ReplyDelete
  2. AnonymousDecember 21, 2012 at 6:59 PM

    I don't know if it's just me or if everyone else encountering problems with your website.
    It appears as if some of the text in your posts are running off the
    screen. Can someone else please provide feedback and let me know if this is happening to them too?
    This could be a problem with my internet browser because
    I've had this happen previously. Cheers
    Feel free to surf my weblog - play slots online for real cash

    ReplyDelete
  3. AnonymousDecember 21, 2012 at 7:07 PM

    Hey There. I found your blog using msn. This is an extremely well written article.
    I'll be sure to bookmark it and return to read more of your useful information. Thanks for the post. I'll definitely comeback.
    Also visit my homepage - best ways to make quick money

    ReplyDelete
  4. AnonymousDecember 21, 2012 at 7:08 PM

    Hey are using Wordpress for your site platform?
    I'm new to the blog world but I'm trying to get started and set up my own.
    Do you require any html coding knowledge to make your own blog?

    Any help would be greatly appreciated!
    my page: win real money playing blackjack online

    ReplyDelete
  5. AnonymousDecember 21, 2012 at 7:08 PM

    Thanks a bunch for sharing this with all folks you really understand what you are speaking approximately!
    Bookmarked. Please additionally visit my site =). We will
    have a hyperlink exchange contract among us
    Also visit my blog post :: how to make money as a Kid fast

    ReplyDelete
  6. AnonymousDecember 21, 2012 at 7:08 PM

    Spot on with this write-up, I actually feel this amazing site
    needs much more attention. I'll probably be returning to read more, thanks for the information!
    Check out my blog top usa online casinos

    ReplyDelete
  7. AnonymousDecember 21, 2012 at 7:09 PM

    Now I am going away to do my breakfast, once having my breakfast coming over again to read more news.
    Also visit my site - ideas on how to make extra money

    ReplyDelete
  8. AnonymousDecember 21, 2012 at 7:15 PM

    Very good post! We will be linking to this particularly great post
    on our website. Keep up the great writing.
    Feel free to surf my webpage ; no Scam Work from home

    ReplyDelete
  9. AnonymousDecember 21, 2012 at 7:31 PM

    We stumbled over here from a different web page and thought I might check things out.
    I like what I see so now i am following you. Look forward to finding out about your web page again.
    My website - different ways to make money online

    ReplyDelete
  10. AnonymousDecember 21, 2012 at 7:41 PM

    Hi to every one, for the reason that I am genuinely keen of reading
    this webpage's post to be updated daily. It includes nice material.
    Here is my web blog :: easy ways to make money without a job

    ReplyDelete
  11. AnonymousJanuary 20, 2013 at 12:45 PM

    Unquestionably believe that which you stated. Your favorite reason appeared
    to be on the internet the easiest thing to be aware of.

    I say to you, I definitely get annoyed while people consider worries that they plainly do not know about.

    You managed to hit the nail upon the top as well as defined out the whole thing
    without having side-effects , people can take a signal.
    Will probably be back to get more. Thanks
    Also visit my blog post :: online casino reviews usa

    ReplyDelete
  12. AnonymousJanuary 20, 2013 at 3:06 PM

    Why viewers still use to read news papers when in this technological world the whole thing is accessible
    on web?
    Visit my page - usa online Slots

    ReplyDelete
  13. AnonymousJanuary 21, 2013 at 4:23 AM

    My brother suggested I might like this web site. He used to be totally right.
    This put up actually made my day. You cann't believe simply how so much time I had spent for this information! Thank you!
    Also visit my blog - make money from affiliate programs

    ReplyDelete
  14. AnonymousJanuary 21, 2013 at 10:06 AM

    I am really inspired along with your writing skills as well
    as with the format to your weblog. Is this a paid theme
    or did you customize it yourself? Anyway keep up the excellent quality writing, it's uncommon to peer a nice blog like this one today..
    Feel free to visit my webpage ... online slot machines real money

    ReplyDelete
  15. AnonymousApril 2, 2013 at 10:00 AM

    Great weblog right here! Additionally your web site loads up
    very fast! What web host are you the usage of? Can I
    get your associate hyperlink for your host? I wish my web
    site loaded up as quickly as yours lol

    My homepage - las vegas dj

    ReplyDelete
  16. AnonymousApril 7, 2013 at 11:09 AM

    Indeed the Koobface Facebook video virus is dangerous and now some experts like PC Tools says it's also been seen on Twitter and My - Space. The "Export to Facebook " plugin is simple to use and allows you to export a single image or an album. On top to the number of friends, you can get social proof using your wall '
    all you need is few people who write on your wall on regular basis.


    Also visit my page; mouse click the following web site

    ReplyDelete
  17. AnonymousApril 9, 2013 at 9:51 PM

    I'm gone to say to my little brother, that he should also visit this weblog on regular basis to obtain updated from latest information.

    Also visit my blog ... http://www.youtube.com/watch?v=gtCm82Itxoc

    ReplyDelete
  18. AnonymousApril 10, 2013 at 8:54 AM

    Thank you for sharing your thoughts. I truly appreciate your efforts and I will be waiting for your next post thanks once again.


    Look into my weblog ... http://www.youtube.com/watch?v=Al2XPf2DgwE

    ReplyDelete
  19. AnonymousApril 11, 2013 at 12:55 AM

    I used to be recommended this blog by my cousin. I'm now not positive whether or not this submit is written via him as no one else know such specific about my trouble. You're
    incredible! Thank you!

    Here is my web blog Ways To Make Money Fast

    ReplyDelete
  20. AnonymousJune 17, 2013 at 12:01 PM


    http://petinsuranceuks.co.uk But, understanding health care insurance could be mind-boggling. You need to be ready, you need to be prepared and that's what a pet insurance can do for you. Compare how much you are paying for each service and the chances of you actually needing this type of coverage.

    ReplyDelete