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.