B MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS THIS IS FOR THE EXCLUSIVE USE OF TRULYRICH CLUB MEMBERS
Bo Sanchez
P.S. I really hope to see you at our WEALTHSUMMIT2016. If you dont have yet a ticket in your hand, grab one
now at www.TrulyRichClub.com/WealthSummit Its a game-changer that will make you grow your wealth
even more.
In the last few weeks, the Philippine market has gone down significantly. This market sell-off was mostly
triggered by the worse than expected performance of the Chinese economy. This weakness in Chinas economy
drove the steep sell-off of the Shanghai Stock Market. Which in turn led to the sell-off of the U.S., Japanese, and
Philippine market, as well as other global markets.
Thus, COL Research and TRC are keeping a more cautious view on 2016. This is caused by slower earnings
growth forecast for listed companies, weak economic outlook of other Asian countries led by China, and the
possibility of more rate increases by the U.S. Fed. Furthermore, we also foresee the Philippines to be negatively
affected by the slowdown of the Chinese economy because the resulting drop in commodity prices could negatively
impact OFW remittances from several countries that are dependent on commodity exports.
However, despite the more cautious view on 2016, the current market sell-off were seeing is beginning to
look a little excessive. Although the weak outlook in the Chinese
economy and OFW remittances could deter economic growth, COL
Research and TRC still believe that the Philippines still have several
factors that will push the economy to be resilient, specifically: 1)
the countrys favorable demographics; 2) big underinvestment
and high capacity utilization in various industries; 3) the strong
balance sheet of the government, giving it room for an increase
in spending; and 4) outlook for the BPO sector remains very
attractive.
Presently, the market is weak and will most likely to remain
weak in the short term given the prevailing risks. However, COL
Research and TRC believe that now is a good time to begin
accumulating stocks. In fact, investors can proceed by buying
through a peso-cost averaging strategy.
For us SAM investors, we can do this by buying every month
or every quarter the SAM stocks under their Buy-Below Price,
with a fixed amount of money. You can do the same with our
recommended equity funds as well. This will enable you to accumulate at low prices. Please be guided for your
investing accordingly.
Given market developments, Im pushing back the introduction article of our recommended equity funds.
However, you can learn more about them by logging on to www.colfinancial.com, click the Mutual Fund Tab, and
click Research. For the next two issues, I will be sharing with you my key takeaways from the 1st Half of 2016 COL
Market Outlook.
Happy Investing!
P.S. If you or a friend would like to learn more on the basics of investing in the stock market, I conduct free seminars
every Friday at the COL Financial Training Center teaching the basics of long-term investing in the stock market.
You may sign-up for these seminars at www.colfinancial.com.
I also give powerful talks on various engaging and practical topics every Sunday at Feast ATC in Cinema 2 of
Alabang Town Center. The Mass starts at 9AM and The Feast kicks-off at 10M. Come by. Its for free!
Heres the our SAM and Mutual Fund Tables (as of January 29, 2016 closing).
STOCK Current Price Buy Below Price Target Price Action to Take
AC 679.50 695.65 800.00 Continue buying
ALI 31.40 33.33 41.67 Continue buying
BDO 102.00 92.17 106.00 Stop buying
CEB 77.10 116.52 134.00 Stop buying for now
DNL 8.10 7.21 8.30 Stop buying
FGEN 18.40 28.43 32.70 Continue buying
GTCAP 1,290.00 1,113.04 1280.00 Stop buying for now
MBT 71.00 73.60 92.00 Continue buying
MEG 3.57 4.46 5.58 Continue buying
SMPH 21.15 18.86 21.70 Stop buying
BUY
DATE PRICE PRICE TO- ESTIMATED TARGET EXPECTED
STOCK BELOW
BOUGHT BOUGHT DAY RETURN PRICE GROWTH
PRICE
AC Jul-13 603.50 679.50 12.59% 654.80 753.00 24.77%
Aug-13 598.50 679.50 13.53% 602.40 753.00 25.81%
Sep-13 580.00 679.50 17.16% 602.40 753.00 29.83%
Oct-13 601.50 679.50 12.97% 602.40 753.00 25.19%
Nov-13 569.50 679.50 19.32% 602.40 753.00 32.22%
Dec-13 555.00 679.50 22.43% 602.40 753.00 35.68%
Jan-14 525.00 679.50 29.43% 599.13 689.00 31.24%
Feb-14 538.50 679.50 26.18% 599.13 689.00 27.95%
Mar-14 574.00 679.50 18.38% 599.13 689.00 20.03%
Apr-14 590.00 679.50 15.17% 599.13 689.00 16.78%
Aug-14 704.00 679.50 -3.48% 709.00 816.00 15.91%
Oct-14 688.00 679.50 -1.24% 709.00 816.00 18.60%
Nov-14 690.00 679.50 -1.52% 709.00 816.00 18.26%
Dec-14 689.00 679.50 -1.38% 709.00 816.00 18.43%
Feb-15 730.00 679.50 -6.92% 743.48 855.00 17.12%
Mar-15 732.00 679.50 -7.17% 743.48 855.00 16.80%
Apr-15 800.00 679.50 -15.06% 762.61 877.00 9.63%
Jun-15 772.50 679.50 -12.04% 762.61 877.00 13.53%
Sep-15 755.00 679.50 -10.00% 734.78 845.00 11.92%
Dec-15 725.00 679.50 -6.28% 734.78 845.00 16.55%
Jan-16 660.00 679.50 2.95% 695.65 800.00 21.21%
ESTIMATE GAIN/
5.35%
LOSS
ALI Jan-16 31.40 31.40 0.00% 33.34 41.67 32.71%
ESTIMATE GAIN/
0.00%
LOSS
BDO Sep-15 101.90 102.00 0.10% 102.60 118.00 15.80%
Nov-15 101.40 102.00 0.59% 102.60 118.00 16.37%
Dec-15 100.20 102.00 1.80% 102.60 118.00 17.76%
ESTIMATE GAIN/
0.83%
LOSS
BUY
DATE PRICE PRICE TO- ESTIMATED TARGET EXPECTED
STOCK BELOW
BOUGHT BOUGHT DAY RETURN PRICE GROWTH
PRICE
CEB Nov-14 76.70 77.10 0.52% 78.26 90.00 17.34%
Dec-14 85.00 77.10 -9.29% 130.43 150.00 76.47%
Jan-15 94.70 77.10 -18.59% 124.80 156.00 64.73%
Feb-15 92.30 77.10 -16.47% 124.80 156.00 69.01%
Mar-15 88.50 77.10 -12.88% 124.80 156.00 76.27%
Apr-15 84.40 77.10 -8.65% 124.80 156.00 84.83%
May-15 84.30 77.10 -8.54% 124.80 156.00 85.05%
Jun-15 83.65 77.10 -7.83% 124.80 156.00 86.49%
Jul-15 90.40 77.10 -14.71% 124.80 156.00 72.57%
Aug-15 97.00 77.10 -20.52% 124.80 156.00 60.82%
Sep-15 87.00 77.10 -11.38% 124.80 156.00 79.31%
Oct-15 85.75 77.10 -10.09% 112.00 140.00 63.27%
ESTIMATE GAIN/
-11.54%
LOSS
DNL Jan-16 8.10 8.10 0.00% 7.22 8.30 2.47%
ESTIMATE GAIN/
0.00%
LOSS
FGEN Feb-15 29.00 18.40 -36.55% 32.43 37.30 28.62%
Mar-15 30.50 18.40 -39.67% 32.43 37.30 22.30%
Apr-15 29.40 18.40 -37.41% 31.30 36.00 22.45%
May-15 27.55 18.40 -33.21% 31.30 36.00 30.67%
Jun-15 25.30 18.40 -27.27% 28.80 36.00 42.29%
Jul-15 26.00 18.40 -29.23% 28.80 36.00 38.46%
Aug-15 26.75 18.40 -31.21% 28.56 35.70 33.46%
Sep-15 23.80 18.40 -22.69% 28.56 35.70 50.00%
Oct-15 24.00 18.40 -23.33% 27.28 34.10 42.08%
Nov-15 25.20 18.40 -26.98% 27.28 34.10 35.32%
Dec-15 22.00 18.40 -16.36% 27.28 34.10 55.00%
Jan-15 22.15 18.40 -16.93% 28.43 32.70 47.63%
ESTIMATE GAIN/
-28.41%
LOSS
GTCAP Sep-15 1270.00 1290.00 1.57% 1226.09 1410.00 11.02%
Dec-15 1223.00 1290.00 5.48% 1226.09 1410.00 15.29%
ESTIMATE GAIN/
3.53%
LOSS
BUY
DATE PRICE PRICE TO- ESTIMATED TARGET EXPECTED
STOCK BELOW
BOUGHT BOUGHT DAY RETURN PRICE GROWTH
PRICE
MBT Jun-11 50.06 80.50 60.79% 78.88 93.60 86.96%
Jul-11 55.69 80.50 44.56% 78.88 93.60 68.09%
Aug-11 52.85 80.50 52.32% 78.88 93.60 77.11%
Sep-11 50.40 80.50 59.72% 78.88 93.60 85.71%
Oct-11 48.34 80.50 66.55% 78.88 93.60 93.65%
Nov-11 50.33 80.50 59.94% 78.88 93.60 85.97%
Dec-11 47.60 80.50 69.12% 78.88 93.60 96.64%
Jan-12 49.42 80.50 62.89% 83.07 108.00 118.54%
Feb-12 55.23 80.50 45.75% 83.07 108.00 95.55%
Mar-12 61.60 80.50 30.68% 93.91 108.00 75.32%
Apr-12 60.20 80.50 33.72% 93.91 108.00 79.40%
May-12 62.13 80.50 29.58% 93.91 108.00 73.84%
Jun-12 60.55 80.50 32.95% 93.91 108.00 78.36%
Sep-12 65.38 80.50 23.13% 93.91 108.00 65.19%
Oct-12 65.10 80.50 23.66% 104.35 120.00 84.33%
Nov-12 67.24 80.50 19.73% 104.35 120.00 78.48%
Jan-13 72.38 80.50 11.22% 113.04 130.00 79.61%
Feb-13 78.75 80.50 2.22% 129.57 149.00 89.21%
Mar-13 81.90 80.50 -1.71% 129.57 149.00 81.93%
Apr-13 82.81 80.50 -2.79% 129.57 149.00 79.93%
Jun-13 84.70 80.50 -4.96% 129.57 149.00 75.91%
Jul-13 78.89 80.50 2.04% 129.57 149.00 88.87%
Aug-13 77.00 80.50 4.55% 119.20 149.00 93.51%
Sep-13 84.65 80.50 -4.90% 91.68 114.60 35.38%
Oct-13 86.95 80.50 -7.42% 91.68 114.60 31.80%
Nov-13 80.55 80.50 -0.06% 91.68 114.60 42.27%
Dec-13 73.20 80.50 9.97% 91.68 114.60 56.56%
Jan-14 73.75 80.50 9.15% 86.96 100.00 35.59%
Feb-14 79.55 80.50 1.19% 86.96 100.00 25.71%
Mar-14 81.40 80.50 -1.11% 86.96 100.00 22.85%
Apr-14 79.70 80.50 1.00% 86.00 100.00 25.47%
May-14 83.50 80.50 -3.59% 86.00 100.00 19.76%
Jun-14 85.15 80.50 -5.46% 86.00 100.00 17.44%
Aug-14 85.75 80.50 -6.12% 96.50 111.00 29.45%
Sep-14 88.00 80.50 -8.52% 96.50 111.00 26.14%
Oct-14 83.65 80.50 -3.77% 96.50 111.00 32.70%
Nov-14 82.50 80.50 -2.42% 96.50 111.00 34.55%
Dec-14 82.95 80.50 -2.95% 92.17 106.00 27.79%
Jan-15 88.00 80.50 -8.52% 92.17 106.00 20.45%
Feb-15 94.75 80.50 -15.04% 97.39 112.00 18.21%
Jun-15 87.55 80.50 -8.05% 86.09 99.00 13.08%
ESTIMATE GAIN/
16.32%
LOSS
BUY
DATE PRICE PRICE TO- ESTIMATED TARGET EXPECTED
STOCK BELOW
BOUGHT BOUGHT DAY RETURN PRICE GROWTH
PRICE
MEG May-13 4.23 3.57 -15.60% 4.16 4.78 13.00%
Jun-13 3.67 3.57 -2.72% 4.16 4.78 30.25%
Jul-13 3.15 3.57 13.33% 4.16 4.78 51.75%
Aug-13 3.40 3.57 5.00% 3.89 4.87 43.24%
Sep-13 3.21 3.57 11.21% 3.89 4.87 51.71%
Oct-13 3.64 3.57 -1.92% 3.89 4.87 33.79%
Nov-13 3.58 3.57 -0.28% 3.89 4.87 36.03%
Dec-13 3.23 3.57 10.53% 3.89 4.87 50.77%
Jan-14 3.36 3.57 6.25% 3.95 4.54 35.12%
Feb-14 3.78 3.57 -5.56% 4.70 5.48 44.97%
Apr-14 4.43 3.57 -19.41% 4.70 5.48 23.70%
May-14 4.65 3.57 -23.23% 4.70 5.48 17.85%
Jun-14 4.51 3.57 -20.84% 4.70 5.48 21.51%
Jul-14 4.47 3.57 -20.13% 4.70 5.48 22.60%
Aug-14 4.26 3.57 -16.20% 4.58 5.73 34.51%
Sep-14 4.30 3.57 -16.98% 4.98 5.73 33.26%
Feb-15 5.09 3.57 -29.86% 5.10 5.86 15.13%
Jun-15 4.71 3.57 -24.20% 4.69 5.86 24.42%
Sep-15 4.29 3.57 -16.78% 4.69 5.86 36.60%
Oct-15 4.47 3.57 -20.13% 4.66 5.83 30.43%
Dec-15 4.20 3.57 -15.00% 4.66 5.83 38.81%
Jan-16 3.58 3.57 -0.28% 4.46 5.58 55.87%
ESTIMATE GAIN/
-9.22%
LOSS
BUY
DATE PRICE PRICE TO- ESTIMATED TARGET EXPECTED
STOCK BELOW
BOUGHT BOUGHT DAY RETURN PRICE GROWTH
PRICE
SMPH Oct-13 16.90 21.15 25.15% 17.20 21.50 27.22%
Nov-13 16.40 21.15 28.96% 17.20 21.50 31.10%
Dec-13 15.10 21.15 40.07% 17.20 21.50 42.38%
Jan-14 14.68 21.15 44.07% 16.73 19.41 32.22%
Feb-14 14.70 21.15 43.88% 16.73 19.41 32.04%
Mar-14 14.90 21.15 41.95% 16.73 19.41 30.27%
Apr-14 14.90 21.15 41.95% 16.80 19.41 30.27%
May-14 16.34 21.15 29.44% 16.80 19.41 18.79%
Jun-14 16.18 21.15 30.72% 16.80 19.41 19.96%
Jul-14 16.52 21.15 28.03% 16.80 19.41 17.49%
Aug-14 15.40 21.15 37.34% 17.60 20.30 31.82%
Sep-14 16.64 21.15 27.10% 17.60 20.30 22.00%
Oct-14 16.50 21.15 28.18% 17.60 20.30 23.03%
Nov-14 17.48 21.15 21.00% 17.60 20.30 16.13%
Dec-14 16.98 21.15 24.56% 17.60 20.30 19.55%
Jan-15 17.44 21.15 21.27% 17.60 20.30 16.40%
Feb-15 18.92 21.15 11.79% 20.52 23.60 24.74%
Mar-15 19.66 21.15 7.58% 20.52 23.60 20.04%
Apr-15 20.45 21.15 3.42% 20.52 23.60 15.40%
May-15 19.64 21.15 7.69% 20.52 23.60 20.16%
Jun-15 18.90 21.15 11.90% 20.52 23.60 24.87%
Aug-15 20.00 21.15 5.75% 22.00 25.30 26.50%
Sep-15 19.86 21.15 6.50% 18.87 21.70 9.26%
ESTIMATE GAIN/
24.71%
LOSS
Mike Vias is an Investment Trainer of COL Financial Group, Inc. He is a Certified Securities Representative
and Certified Investment Solicitor.
ESTIMATED
STOCK TIME PRICE ESTIMATED
STOCKS TIME
SYMBOL RECOMMENDED RANGE RETURN
HELD
May 2014 to September
Aboitiz Power AP 16 Months P36.40 to P43.40 21.32%
2015
First Phlippine
FPH June 2011 to June 2013 25 Months P63.18 to P95.20 32.92%%
Holdings
(Disclaimer: Past performance doesnt guarantee that youll have the exact same results in the future. After
all, your earnings all depend on the markets performance.)