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Learning that drives better investment decisions

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.

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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…

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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.

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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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