FREE Model Portfolios: Unloved, Value Play, Yield Seeker, Riding the Momentum (Mar. 16, 2017)

PinoyInvestor’s Special Reports cover our partner brokers’ expert analysis on a range of topics affecting the stock market. These may include economic updates, sector analyses, upcoming IPOs, and more! Learn how you can use this report in the PinoyInvestor guide.


Here’s our weekly update to our Model Portfolios for savvy investors!

This report updates the four (4) sets of model portfolios recommended by our partner stockbroker, First Metro Securities. Whatever type of investor you may be, we’ve got the stock picks for you.

How to use the suggested Model Portfolios? Just follow these simple steps.

– First, decide your preferred portfolio based on your personal investment goal and risk appetite.

– Second, choose the stocks you like in each model portfolio and invest in them.

– Then regularly monitor our weekly changes in the model portfolios to see which stocks have been removed or added.

That’s it! Stay tuned next week for another update.

To guide you in trading, we will regularly provide the following information for each set of model portfolio:

  1. Target Price for each stock (located at the top-left portion of each image), so that you’ll know your potential price profit per stock
  2. Company’s financial highlights, such as Price-Earnings (P/E) ratio and Earnings per Share (EPS) growth rate, so that you’ll know the stock’s fundamental performance
  3. Estimated Support Price to guide you if stock prices are going to make a free fall
  4. Estimated Price Resistance to know if the stock is about to make a price increase break out

Happy smart investing!


Returns and Performance of each Model Portfolio

Model Portfolio % Change from last week (Week-on-Week return) % Change from 04 Jan. 2017 (Year-to-Date return)
Riding the Momentum +0.52% +3.01%
Value Play -1.63% +2.48%
Yield Seeker +1.08% +9.03%
Unloved -1.02% +1.74%
Vs: PSE index (PSEi) -0.45% +6.16%



Model Portfolio #1: RIDING THE MOMENTUM

This model portfolio is comprised of well-established companies with sustained profitability and high earnings expectations. These stocks are characterized as having High Growth (EPS CAGR) and High Price-to-Earnings (P/E) ratio.

Riding the Momentum stocks
1. Bloomberry Resorts Corp. (BLOOM)
2. Jollibee Foods Corp. (JFC)
3. SM Prime Holdings (SMPH)
4. Ayala Land Inc. (ALI)
5. Belle Corp. (BEL) – ** Added this week! **
Removed from last week's list: Century Pacific Food Inc. (CNPF)


Stock Screen #2: VALUE PLAY

This model portfolio is a collection of stocks that are undervalued by the market but able to
provide high return to shareholders. These stocks have low Price-to-Book and High Return on Equity (ROE).

Value Play stocks
1. Energy Development Corp. (EDC)
2. GT Capital Holdings Inc. (GTCAP)
3. Cebu Air Inc. (CEB)
4. DMCI Holdings Inc. (DMC)
5. International Container Terminal Services Inc. (ICT) – ** Added this week! **
Removed from last week's list: Bank of the Philippine Islands (BPI)


Stock Screen #3: YIELD SEEKERS

Aside from stock price appreciation, these stocks can also generate above-average dividend yields. These stocks are characterized as having High Dividend Yields and High Dividend Coverage Ratio (DCR).

Yield Seeker stocks
1. Globe Telecom Inc. (GLO)
2. PLDT Inc. (TEL)
3. Meralco (MER)
4. Aboitiz Power (AP)
5. Pilipinas Shell Petroleum Corp. (SHLPH) – ** Added this week! **
Removed from last week's list: Semirara Mining and Power Corp. (SCC)


Stock Screen 4: UNLOVED

These stocks could potentially generate high earnings but are currently underrated by the market. These stocks are characterized as having High growth (EPS CAGR) and Low Price-to-Earnings (P/E) ratio.

Unloved stocks
1. GT Capital Holdings (GTCAP)
2. Megawide Construction Corp.
3. Semirara Mining and Power Corp. (SCC)
4. LT Group Inc. (LTG)
5. Robinsons Land Corp. (RLC)
Removed from last week's list: None; No change from last week's composition

Whatever type of investor you may be, we’ve got the Model Stock Portfolio for you.

Happy smart investing!


This report is prepared by PinoyInvestor’s partner broker below. Sign up to this stock broker to avail of their complete trading brokerage services:

First Metro Securities
First Metro Securities

First Metro Securities is one of PinoyInvestor’s partners in delivering superior and reliable stock research reports that help Filipino investors make smart stock investing decisions! Learn more about them here.