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Learning that drives better investment decisions

Fat Margins Remain Norm at DMCI Holdings

By Become a Better Investor | Sep 21, 2016

DMCI Holdings Incorporated is a major Philippines-based conglomerate. In the past, its core business was construction, but power, mining and property development have recently become its main profit sources.

Isidro Consunji took full control of the company from his father, founder David Consunji, at the end of 2014. The younger Consunji’s leadership has shown successful thus far.

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A Diversified Philippines Portfolio in One Stock? That’s LT Group

By Become a Better Investor | Sep 20, 2016

LT Group Incorporated is one of the largest conglomerates in the Philippines with investments in banking, tobacco, beverages, real estate and alcohol. Dr. Lucio C. Tan is both the Chairman of the Board and the CEO, since 1995.

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Malaysia Has Not Been a “Buy” in Asia for the Past Five Years

By Become a Better Investor | Sep 20, 2016

Malaysia has not been a “Buy” in Asia for the past five years. Analysts have been conservative with EPS growth estimates, but earnings have fallen each year from 2013 to 2015. For 2016, however, EPS is expected to grow by 11%.

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Placing Your Bets on Bloomberry Resorts

By Become a Better Investor | Sep 19, 2016

Bloomberry Resorts Corp is a holding company that focuses on managing and operating high-end hotel & casino complexes in the Philippines and South Korea.

While 2014 was a fantastic year for BLOOM, the company has fallen to the lowest ranking for profitable growth the last two years under Razon’s leadership.

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Horse Race Betting and Mid-life Money Revelations

By Become a Better Investor | Sep 16, 2016
Top 5 of the Week September 12 - Become a #betterinvestor

In this week’s Top 5, we discover what we can learn as investors from horse racing, the inner workings of our cognitive behavior on our investments, and key investing principles we should all know. All this and more…

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Indonesia Is on the Verge of Analysts Calling It a “Buy”

By Become a Better Investor | Sep 15, 2016

If we begin with consensus recommendations, we can see that the bottom-up country relative consensus recommendations and analysts’ recommendations have been gradually improving over the past five years. Certain analysts are now calling the country a “Buy”.

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Invest Smartly, Choose Stocks for the Long Run

By Andrew Stotz | Sep 14, 2016

Book review of Stocks for the Long Run: I used this book as a desk reference, long before I had access to charts and data online. It helped me understand what type of long-term return that I should expect.

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Thailand Is Currently a ‘Buy’ in Asia

By Become a Better Investor | Sep 13, 2016

Analysts have had positive recommendations on Thailand for five years, and it remains a “Buy” in Asia. The 2016 estimated upside has already been reached, and the 12-month forward is at 3%, since the SET index has shown strong performance year-to-date.

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Recommendations on Singapore Have Seen a Massive Fall

By Become a Better Investor | Sep 12, 2016

Consensus recommendations on Singapore have gone from a “Buy” in the 2014-2015 period to the current recommendation of “Sell”—a massive fall.

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Fantasy Investing and Why You Shouldn’t Poke a Sleeping Bear

By Become a Better Investor | Sep 9, 2016
Top 5 of the Week September 5 - Become a #betterinvestor

This week’s Top 5 examines how emerging markets are becoming increasingly attractive, how fantasy ruins investing (and football apparently), and the reality behind our vision of hedge funders. All this and more…

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