Skip to content
Learning that drives better investment decisions

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.

Read More

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.

Read More

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…

Read More

Riding the Real Estate Wave of Business Process Outsourcing

By Become a Better Investor | Sep 30, 2016

Megaworld Corporation is the Philippines’s top residential condo developer by unit sales, and supplies mainly mid-range high-rise blocks.

The company has built a wide range of mixed-use real estate developments in Metro Manila. It is also the largest office leasing company for BPO locations.

Read More

A Legacy Utility Looks for Growth

By Become a Better Investor | Sep 29, 2016

Meralco remains profitable but growth losing steam.

Founded in 1903, Manila Electric Company is the largest distributor of electricity in the Philippines generating and distributing power to more than 5.5m commercial, industrial and residential customers.

Read More

Financial Recovery is Possible After Nickel Price Rebound

By Become a Better Investor | Sep 28, 2016

Nickel Asia Corporation is one of the world’s top suppliers of lateritic nickel ore. Profitable Growth has been falling with nickel prices since 2014.

As nickel prices have recovered in 2016, up 25% YTD, it’s now up to CEO Gerard Brimo to show that he can improve the company’s rank.

Read More

A Large Telecom with Room to Run

By Become a Better Investor | Sep 27, 2016

Founded in 1934, Globe Telecom Inc. is the second-largest provider of telecommunications services in the Philippines. The company has more than 61m mobile subscribers and also offers broadband network, fixed-line data and fixed-line voice services.

One reason accolades flow annually to Mr. Cu, the CEO, is that GLO has continued to put up high marks.

Read More

Megawatts, Margins, and Growth Improvement

By Become a Better Investor | Sep 26, 2016

First Gen Corporation, set up in 1998, is the Philippines’ third-largest electricity generator.

Frederico Lopez is the Chairman and CEO, and Profitable Growth has improved to average rank in the past 12 months under his leadership.

Read More

Don’t Worry If You Weren’t Invited to the Hedge Fund Party

By Become a Better Investor | Sep 23, 2016
Top 5 of the Week September 19 - Become a #betterinvestor

In the Top 5 this week, we examine the greatest market bubble of all time, discover the one party you’ll be glad you weren’t invited to and learn how there are no shortcuts to investing success in the stock market. All this and more…

Read More

Profitability is Key at Puregold Price Club

By Become a Better Investor | Sep 22, 2016

Puregold Price Club Incorporated is the second-largest food retailer in the Philippines, catering to both end consumers and resellers. The company sells consumer goods through its 291 stores.

Leonardo Dayao has been the president of the company since 1998. In the last five-year period, both profitability and sales growth have remained high.

Read More