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Stocks Update v5.01 1
Stocks Update v5.01 1
Stocks Update v5.01 1
January 2014
Volume 5, No. 1
How to Be a
Great Stock Market Investor
Successful investing is NOT easy.
There, Ive said it.
No point beating around the bush.
Dont get me wrong. Its not technically difficult. In fact, thats the easy part. As you know, my maids and
messengers have been investing successfully for years now. After a few clicks, they know how to operate the COL
Financial website. They know how to buy and sell.
I repeat, thats the easy part.
Its not the technical part thats difficult. Successful investing is
emotionally difficult.
You could be a rocket scientist and fail in investing because you
dont know how to control your emotions.
And that, my dear friend, is the GREAT SECRET of successful
investing in the stock market: CONTROL YOUR EMOTIONS.
Let me give you an example. Today, we have the almost perfect
condition of the stock market: If you buy at these low prices, you make
the most long-term profit.
But our emotions dont see that. All we see is our stock market
portfolio dripping with blood. All we see is that our money is 10
percent or 15 percent lesser on paper. And we feel depressed. Discouraged. Despondent. So were not excited to buy.
Instead, we want to sell, run, and cry.
But I assure youif you can control your emotionsyoull be a great stock market investor.
Thats my prayer for you in 2014. Because this is going to be a SIDEWAYS year, going up and down a particular
range. Your emotions will be depressed at a time when it should be the happiest year of investing. (In my mind,
sideways means super!)
If you stay the course and keep investing like clockwork month after month after month, you will be rewarded.
Have a glorious year ahead of you!
May your dreams come true,
Bo Sanchez
P.S. Mike talks about how to apportion your stock investment each month.
PS2. Learn how to increase your income so you have more money to put into the stock market. See you at the
WEALTH SUMMIT 2014 on February 28 to March 1. If you havent signed up yet, click here now.
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Clarifying SAM
By Mike Vias
Happy New Year!
May you have a year like no other, because of the blessings, breakthroughs, and abundance that is coming your
way. May God bless you with a banner year!
To jumpstart this New Year, I want to clarify with you (especially for those who are new to the Truly Rich Club
and new to investing), some details on our investment strategy, SAM or the Strategic Averaging Method, to make sure
that you are investing through SAM correctly. Ill be providing this clarity by sharing with you an email that a friend
of mine sent regarding her portfolio and my response to her query. I believe you will learn a lot from this example and
it will help you get your SAM investments ontrack this 2014. I hope this helps you as much as it did for my friend.
Here it is:
Hi Brother Mike!
Thanks for agreeing to take a look at my portfolio. :) I fear that my stocks are significantly unequal because when
I had commissions in the past months, I would divide it and buy some SAM stocks.
But just to note, BPI, SMPH and JFC were all my EIP stocks that I had last year. But I stopped buying these
stocks when I started doing SAM.
Thanks,
Packed Portfolio
Heres my response:
Dear Packed Portfolio,
It looks fine.
However, I would suggest to make sure that you are able to buy each of these stocks on a regular basis (monthly
or quarterly).This is so that you can cost-average effectively.
It seems to me that you are following too many stocks.Are you able to buy for each of these stocks each month?
I would suggest, set a fixed amount for yourself that you are able to save regularly and thats how much you will
be investing for that month or quarter. From the amount, divide it among a few stocks.One does NOT need to buy all
SAM recommended stocks, especially if he/she is unable to buy for each of them on a regular basis. Manage only a few
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Volume 4, No. 24
January 2014
Page 2 of 6
stocks that you can be sure youll be able buy for each of them every month or every quarter.
As an example, say you can save P5000 a month.That will only more or less allow you to buy two stocks per
month (due to board lot minimums).Stick to those two stocks, buy them regularly as long as they are under their Buy
Below Price. Switching from one stock to another each month wont work.Stick with a few, and buy them regularly.
Only when one can save more money regularly can one invest in more stocks.
For the intermittent commissions that you get, its good that you are opting to invest this money rather than spend
it. I would suggest for you to divide the amount into six or 12 parts, and each of the parts is what you invest in your
SAM stocks or other SAM stocks that are still below their Buy Below Price.
I would also advice you to decide per stock what kind of investment will you be making for that stock. Is it an
EIP or SAM investment? EIP and SAM are two different strategies. For the EIP you simply have to buy that stock
regularly regardless of the market price and sell 5-10 even 20 years down the road, or when you need the money. For
SAM, youll be buying regularly from our recommended list, but you will only buy as long as it is below the Buy
Below Price and sell when it hits the Target Price.
All of this is to ensure you are able to invest effectively.
I hope this helps.
I hope this has answered some of the questions and clarifications you might have had regarding the SAM investment
strategy. I hope this would be helpful to your continued investment throughout 2014. And with the projection that the
market will go sideways throughout the year, may you have a great year accumulating great stocks at good prices!
Happy accumulating and investing!
Here are our SAM Tables (as of closing January 13, 2013).
STOCK
Current Price
Target Price
Action to Take
AC
525.00
551.20
689.00
Continue buying
BDO
71.80
75.20
94.00
Continue buying
DNL
6.59
7.28
9.10
Continue buying
EEI
10.04
10.16
12.70
Continue buying
LRI
8.71
12.68
15.85
Continue buying
MBT
73.75
80.00
100.00
Continue buying
MEG
3.36
3.63
4.54
Continue buying
SMPH
14.68
15.53
19.41
Continue buying
TEL
2,710.00
2,608.00
3,260.00
Continue buying
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Volume 4, No. 24
January 2014
Page 3 of 6
STOCK
SYMBOL
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
YOUR
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
AC
Jul-13
603.50
525.00
-13.01%
654.80
753.00
24.77%
Aug-13
598.50
525.00
-12.28%
602.40
753.00
25.81%
Sep-13
580.00
525.00
-9.48%
602.40
753.00
29.83%
Oct-13
601.50
525.00
-12.72%
602.40
753.00
25.19%
Nov-13
569.50
525.00
-7.81%
602.40
753.00
32.22%
Dec-13
555.00
525.00
-5.41%
602.40
753.00
35.68%
Jan-14
525.00
525.00
0.00%
551.20
689.00
31.24%
TOTAL
-8.67%
25.59%
BDO
Apr-13
86.10
71.80
-16.61%
89.60
112.00
30.08%
Jun-13
84.50
71.80
-15.03%
97.40
112.00
32.54%
Jul-13
87.50
71.80
-17.94%
97.40
112.00
28.00%
Aug-13
82.00
71.80
-12.44%
89.60
112.00
36.59%
Sep-13
75.40
71.80
-4.77%
89.60
112.00
48.54%
Oct-13
78.40
71.80
-8.42%
89.60
112.00
42.86%
Nov-13
78.00
71.80
-7.95%
89.60
112.00
43.59%
Dec-13
69.95
71.80
2.64%
89.60
112.00
60.11%
Jan-14
71.80
71.80
0.00%
75.20
94.00
30.92%
TOTAL
-8.95%
35.32%
DNL
Feb-13
6.45
6.59
2.17%
8.48
9.75
51.16%
Mar-13
6.71
6.59
-1.79%
8.48
9.75
45.31%
Apr-13
7.00
6.59
-5.86%
8.70
10.00
42.86%
May-13
8.36
6.59
-21.17%
8.70
10.00
19.62%
Jun-13
7.90
6.59
-16.58%
8.70
10.00
26.58%
Jul-13
6.58
6.59
0.15%
8.70
10.00
51.98%
Aug-13
6.87
6.59
-4.08%
8.40
10.50
52.84%
Sep-13
6.37
6.59
3.45%
8.40
10.50
64.84%
Oct-13
6.75
6.59
-2.37%
8.40
10.50
55.56%
Nov-13
6.50
6.59
1.38%
8.40
10.50
61.54%
Dec-13
6.13
6.59
7.50%
8.40
10.50
71.29%
Jan-14
6.59
6.59
0.00%
7.28
9.10
38.09%
TOTAL
-3.10%
48.47%
EEI
Oct-13
9.57
10.04
4.91%
10.40
13.00
35.84%
Nov-13
9.88
10.04
1.62%
10.40
13.00
31.58%
Dec-13
9.70
10.04
3.51%
10.40
13.00
34.02%
Jan-14
10.04
10.04
0.00%
10.16
12.70
26.49%
TOTAL
2.51%
31.98%
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Volume 4, No. 24
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STOCK
SYMBOL
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
YOUR
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
LRI
Jun-13
11.50
8.85
-23.04%
12.68
15.85
37.83%
Jul-13
11.00
8.85
-19.55%
12.68
15.85
44.09%
Aug-13
10.50
8.85
-15.71%
12.68
15.85
50.95%
Sep-13
9.72
8.85
-8.95%
12.68
15.85
63.07%
Oct-13
9.10
8.85
-2.75%
12.68
15.85
74.18%
Nov-13
9.25
8.85
-4.32%
12.68
15.85
71.35%
Dec-13
8.82
8.85
0.34%
12.68
15.85
79.71%
Jan-14
8.71
8.71
0.00%
12.68
15.85
81.97%
TOTAL
-9.25%
62.89%
MBT
Jun-11
50.06
73.75
47.31%
78.88
93.60
86.96%
Jul-11
55.69
73.75
32.44%
78.88
93.60
68.09%
Aug-11
52.85
73.75
39.55%
78.88
93.60
77.11%
Sep-11
50.40
73.75
46.33%
78.88
93.60
85.71%
Oct-11
48.34
73.75
52.58%
78.88
93.60
93.65%
Nov-11
50.33
73.75
46.53%
78.88
93.60
85.97%
Dec-11
47.60
73.75
54.94%
78.88
93.60
96.64%
Jan-12
49.42
73.75
49.23%
83.07
108.00
118.54%
Feb-12
55.23
73.75
33.53%
83.07
108.00
95.55%
Mar-12
61.60
73.75
19.72%
93.91
108.00
75.32%
Apr-12
60.20
73.75
22.51%
93.91
108.00
79.40%
May-12
62.13
73.75
18.71%
93.91
108.00
73.84%
Jun-12
60.55
73.75
21.80%
93.91
108.00
78.36%
Sep-12
65.38
73.75
12.80%
93.91
108.00
65.19%
Oct-12
65.10
73.75
13.29%
104.35
120.00
84.33%
Nov-12
67.24
73.75
9.69%
104.35
120.00
78.48%
Jan-13
72.38
73.75
1.89%
113.04
130.00
79.61%
Feb-13
78.75
73.75
-6.35%
129.57
149.00
89.21%
Mar-13
81.90
73.75
-9.95%
129.57
149.00
81.93%
Apr-13
82.81
73.75
-10.94%
129.57
149.00
79.93%
Jun-13
84.70
73.75
-12.93%
129.57
149.00
75.91%
Jul-13
78.89
73.75
-6.52%
129.57
149.00
88.87%
Aug-13
77.00
73.75
-4.22%
119.20
149.00
93.51%
Sep-13
84.65
73.75
-12.88%
91.68
114.60
35.38%
Oct-13
86.95
73.75
-15.18%
91.68
114.60
31.80%
Nov-13
80.55
73.75
-8.44%
91.68
114.60
42.27%
Dec-13
73.20
73.75
0.75%
91.68
114.60
56.56%
Jan-14
73.75
73.75
0.00%
80.00
100.00
35.59%
TOTAL
15.58%
76.20%
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STOCK
SYMBOL
DATE
BOUGHT
PRICE
BOUGHT
PRICE
TODAY
YOUR
RETURN
BUY BELOW
PRICE
TARGET
PRICE
EXPECTED
GROWTH
MEG
May-13
4.23
3.36
-20.57%
4.16
4.78
13.00%
Jun-13
3.67
3.36
-8.45%
4.16
4.78
30.25%
Jul-13
3.15
3.36
6.67%
4.16
4.78
51.75%
Aug-13
3.40
3.36
-1.18%
3.89
4.87
43.24%
Sep-13
3.21
3.36
4.67%
3.89
4.87
51.71%
Oct-13
3.64
3.36
-7.69%
3.89
4.87
33.79%
Nov-13
3.58
3.36
-6.15%
3.89
4.87
36.03%
Dec-13
3.23
3.36
4.02%
3.89
4.87
50.77%
Jan-14
3.36
3.36
0.00%
3.63
4.54
35.12%
TOTAL
-3.18%
38.41%
SMPH
Oct-13
16.90
14.68
-13.14%
17.20
21.50
27.22%
Nov-13
16.40
14.68
-10.49%
17.20
21.50
31.10%
Dec-13
15.10
14.68
-2.78%
17.20
21.50
42.38%
Jan-14
14.68
14.68
0.00%
15.53
19.41
32.22%
TOTAL
-6.60%
33.23%
TEL
Jun-13
2902.00
2710.00
-6.62%
3043.48
3500.00
20.61%
Jul-13
2854.00
2710.00
-5.05%
2848.00
3560.00
24.74%
Aug-13
2800.00
2710.00
-3.21%
2848.00
3560.00
27.14%
Nov-13
2800.00
2710.00
-3.21%
2848.00
3560.00
27.14%
Dec-13
2622.00
2710.00
3.36%
2848.00
3560.00
35.77%
Jan-14
2710.00
2710.00
0.00%
2608.00
3260.00
20.30%
TOTAL
-2.46%
25.95%
Mike Vias is a Corporate Accounts Officer and Relationship Manager at CitisecOnline. He is a Certified
Securities Representative and a Certified Investment Solicitor.
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January 2014
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