in the news: LOTO/PACIFIC ONLINE SYSTEMS, CORP.

my stock picks for the coming weeks (04 june 2012)

im keeping my two picks from my last stock picks post of 12 may 2012, namely loto and alhi (see: my stock picks for the coming weeks (12 may 2012) ... loto for its 50% stock dividend which was recently approved in the asm altho no ex-date yet .. while alhi for its 100% stock dividend. alhi management declared a 48 centavo cash div (ex-cash: 13 june 2012) to alhi shareholders ... but could be just 24 centavos if the 100% stock divs gets ex-dated ahead of the cash divs. alhi asm will be on 28 june 2012. alhi trailing p/e @40 pesos is 16.60x

im adding mwide to the list ... mwide has been advancing the last few weeks ... altho trailing p/e now @17.70 is 26.03x .. im having a strange feeling in my gut about it (possible generous stock divs altho last year the 30% stock divs of mwide was ex-dated towards the end of the year still)) ... asm is on 26 june 2012 ...

to recap ... my stock picks ..

1. loto
2. alhi
3. mwide

incidentally all are tatang stocks ;)


p.s. to my one and only faithful reader ... as my former comrades in the underground say in times of temporary retreat: active defense!

broker monitor (loto)

it seems that the following brokers are among those used by loto management in its share buy-back program:

192 - strategic equities
219 - papa securities
269 - wealth securities

just for the archives

my stock picks for the coming weeks (12 may 2012)

rockwell land has been successfully listed yesterday (i already sold all my tradeable rock divs from my tradeable mer .. which i likewise sold already (on ex-div day) .. will just keep some rock divs in certificate form from the my certificated mer shares). in this regard, im taking fph from my stock picks list (see: my stock picks for the coming weeks (03 may 2012) since my reason for holding it has already come to pass. i sold all my tradeable fph with commission loss .. it was not a successful speculative operation on my part.

im also dropping smph from the list ... the ex-stock, ex-cash date is nearing and i dont see much price appreciation anymore in the coming days for a trade to be profitable in my view ... liit na lang siguro profit if ever. not another trade im proud of.

that leaves only loto and alhi on the list for the moment. both issues exhibiting strange movements the past weeks ... both are illiquid .. the exceptions to all the tatang stocks listed in the pse (well  ... reg and feu are also illiquid but they are not on my list presently).

btw ... my "stock picks for the coming weeks" are basically for position trading (medium term: weeks to months gestation) ... the ninja stock monitor on the other hand contains my picks for possible technical (short term: days to weeks gestation) trading. if by any chance a stock is on both lists, then it means i have a core position and i have a trading position on the stock.

p.s. an excellent short read on technical trading: John Murphy's Ten Laws of Technical Trading altho i dont use murphy's nos. 4,5 and 10.

my stock picks for the coming weeks (03 may 2012)

with the recent disclosure of a 12 pesos cash dividend by scc (ex-date: 24 may 2012), and its recent price run-up, i'm now taking scc off my list of "stock picks for the coming weeks" (see: http://1kagemusha.blogspot.com/2012/04/my-stock-picks-for-coming-weeks-26-apr.html )


this does not mean i'm selling the stock or that i already sold it.  nor am i saying that scc wont appreciate in price anymore. im just saying that my reason for buying it has already materialized.


here is my updated "stock picks for the coming weeks" :


1. smph - 25% stock div, 29 centavos cash div; ex-stock/ex-cash: 21 may 2012
2. loto - 50% stock div, ex-stock: after 23 may 2012 asm 
3. fph - rockwell land listing
4. alhi - 100% stock divs ... no exdate until now

note:  these are my trading notes for my reference only ... by no means are these to be taken by the reader as recommendations to buy or sell.

my stock picks for the coming weeks (26 apr 2012)

its been a month since my last "my stock picks for the coming weeks" post and a lot has already happened since then. to review .. below is the list and my reasons for holding them:

1. web - 20% stock divs ex-date: 30 april 2012
2. fdc - east west bank listing: 7 may 2012
3. fph - rockwell land listing: by 14 may 2012
4. alhi - 100% stock divs ... no ex-date until now
5. scc - expectations of a more than 10 pesos cash divs by may 2012.

see: my stock picks for the coming weeks (29 mar 2012)

both web and fdc have since made some price appreciation and my reasons for holding them are about to come to pass. in this regard, im now dropping them from the list and im replacing them with new ones. here is my list as of 26 apr 2012 and my reasons for picking them:

1. fph - rockwell land listing: by 14 may 2012
2. smph - 25% stock div, 29 centavos cash div; ex-stock/ex-cash: 21 may 2012
3. loto - 50% stock div, ex-stock: after 23 may 2012 asm 
4. alhi - 100% stock divs ... no exdate until now
5. scc - expectations of a cash div

note:  these are my trading notes for my reference only ... by no means are these to be taken by the reader as recommendations to buy or sell