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Learning that drives better investment decisions

A Telecom in Tough Waters

By Become a Better Investor | Oct 12, 2016

PLDT Incorporated (TEL) provides Filipinos with telecommunications services, fiber-optic backbones, fixed-line and cellular networks operating in three business groups: fixed-line, wireless and others.

Profitable Growth has fallen to #7 from #3 over the last five years. TEL now only ranks better than 42 of 140 large Telecom companies.

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Family-Run Philippine Home Builder Remains Consistent

By Become a Better Investor | Oct 11, 2016

Manuel Paolo Villar has kept Profitable Growth at a stable ranking of #4 for the company.

Vista Land & Lifescapes Incorporated is a Philippine-based home builder and property developer. With more than 300,000 homes built and a land bank of over 2,400 hectares, 76% of which is in Mega Manila.

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Targeting Indonesian Infrastructure with Waskita Karya

By Become a Better Investor | Oct 10, 2016

As a general contractor, Waskita Karya both builds and operates toll roads. It is also the second largest Indonesian manufacturer by volume of precast concrete, which is mainly used in domestic toll road construction. Muhammad Choliq has been the President Director of WSKT since 2008, a period when the company’s profitable growth metric improved steadily.

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Uncharted Market Territory and Political Uncertainty

By Become a Better Investor | Oct 7, 2016
Top 5 of the Week October 3- Become a #betterinvestor

In this week’s Top 5, we examine the rising impact of big data and Artificial Intelligence for investors, learn how interest rates are taking us into uncharted market territory, and look at the real impact of presidential debates on the stock exchange. All this and more…

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Clothing the World with Shenzhou International Group

By Become a Better Investor | Oct 7, 2016

Shenzhou International Group Holdings Limited is the largest vertically integrated knitwear manufacturer in China, producing high-end apparel for brands such as Adidas, Puma, Uniqlo on an OEM basis.

Shenzhou’s Profitable Growth metric is the best in the world and has been for five years in a row.

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Business DNA: Private and Public Hospitals Are a Win-Win

By Andrew Stotz | Oct 6, 2016

Dr. Charoen Meensook co-founded Thainakarin Hospital in 1993. He helped the hospital survive the Asian financial crisis in 1997 by encouraging his employees to always do “their best and expect the results to follow.” And the hospital has come far since 1997…

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Cornering the Filipino Food Market

By Become a Better Investor | Oct 5, 2016

Universal Robina Corporation (URC) is a Philippines-based food producer with a more than 40% share of the domestic market. Profitable Growth has remained World Class since 2013, when Gokongwei took over. URC ranks among the best 59 large consumer staples companies globally.

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High Profitable Growth Companies Saw Value Gains of ~10x the Market

By A. Stotz Investment Research | Oct 4, 2016

A portfolio of high Profitable Growth companies outperformed the general stock market by 9x over the past 20 years. A portfolio of high Profitable Growth companies yielded the highest coincident return of 19% per year on average.

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What Is More Important, Profitability or Growth?

By A. Stotz Investment Research | Oct 3, 2016

In this study, we decided to see whether profitability or growth had a greater effect on the value increase of a business.

We found that “High profitability” companies generated more than 2x the market return, and “high growth” companies returned more than 3x the market over the past 20 years.

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A Week of Ups, Downs, and Predicting the Future

By Become a Better Investor | Sep 30, 2016
Top 5 of the Week September 26 - Become a #betterinvestor

In the Top 5 this week, learn how stock market past performance is not a blueprint for the future, examine the difference between bubbles and cycles, and discover the savings bonds with 3.5% yield. All this and more…

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