for your organization on stock market investing
DESCRIPTION
suggested talks for business groupsTRANSCRIPT
Suggested LECTURES,
SEMINARS, OR TUTORIALS
on Stock Market Investing
For Professional Associations,
Chambers of Commerce, Business
Groups.
Propose a Date for 2012
Ladies & Gentlemen,
I wish to offer your “group”, an easy-to-understand introduction to investing in stocks & bonds …. a class for beginners, to be sponsored by First Metro Securities
If you could gather an audience together in a Venue,
I could deliver a lecture, at no cost to you, on:
a. basic introduction to stock markets. “What are shares of stock?” (For people with no background in finance.).
b. “how to build your first portfolio: What are the Good Stocks to Buy.”
c. “Advantages of investing in stocks thru MUTUAL FUNDS”
Just gather an audience, secure the venue. I will deliver the seminar, whether for half-day or whole day, daytime or evenings, weekday or weekend.
Topics & Coverage
• How to cope with inflation, which erodes the purchasing power of your money
• What is Cash, What is a Bond, a T-Bill…a Stock
• Benefits of investing in high-yield instruments
• Pros and Cons of the stock market
• How to build your first portfolio of stocks.
• Stocks which pay 6% a year in cash dividends
• How to buy stocks from a broker, by phone or by internet
• How to find data, forecasts, recommendations to support your investment decisions.
100
Purchasing Power
96
92
100
Cost of Living
104
108 Cost of Item, Today
Your Money, Today
Next Year
Year After
Year After
Next Year
Introduction:
Salary Goes up via
promotion?
Savings: Money for Survival
Portfolio Investments: put idle money to work
Business Your
Earnings
Earning
more
each year?
Your Assets 1%
15%
How to manage your:
Allocation of Portfolio
Portfolio of Assets:
Allocation Stock funds
Bond funds
Cash in the bank
For Retirement
Need in Five Years
Needed this Year, for Transactions
Young
professional.
AGGRESSIVE:
All Stocks
Retired.
Conservative:
All Bonds Next
Gen
Business
Income or
Salary
Age 25 40 65 80
When you have
Savings….
Your Income
Savings
Spend
AGE 25 AGE 65 AGE 90
What will
sustain you, in
your old age…
Because of SAVINGS, there are investments in the
Money Markets and in the Capital Markets.
Investing in Equities
What are shares of
stock
WHY we BUY them
What is the benefit
How to beat inflation:
Phone
Investor Broker
“Walk – In”
Internet
Methods for buying or selling shares of stock
INTERNET: many
ORDERS per second.
How have stocks performed over the last ten years…
2003 2005 2007 2009 2011 2013 2016
6
45 ?
? 45 / 6 = 7.5x
Aboitiz Equity Ventures Electricity in Cebu
& Davao, Union
Bank, etc
How to Build a Portfolio
Grad
e 1 Grad
e 2
Year
1 Year
2
How to Build a Portfolio
Year
3 Year
4
Houses,
Towers
Fortress & Castle
in full color
Joint “AND / OR” account
The parent can
provide the funds.
The child can operate
the account.
For close friends, or a
married couple, or
a barkada:
Connect to your Metrobank
savings account
“Parent & Child”
account
“AND / OR”
account
Use your Econ 101
PLDT, or
Meralco AEV: Vis Min Energy
Telecom
Food Jollibee Pancake House
1
Globe Tel
Add more sectors
Airline or Logistics Co.
BPI Metro Banks
Transpo
Housing DMCI ALI RLC
SEC
B
2
3 Well-managed
companies
Best Board of
Directors
Best competitive
advantage
“Best in
Class”
Expert
MBA’s &
Engineers
Stocks
Inflation, 4%
High returns, %
Safe (good credit) RISKY
(Can go Negative!)
Bonds
Cash
Money & RISK
10 MILLION
10 MILLION
PLDT =
stock code
“TEL”
STOCK
“SYMBOL”
…used to be
one
character
per stock.
How do you buy a stock
2,800
280,000
The lecture could run for one
hour, or two hours, or three
hours, depending on the time
available, of the audience.
Alexander Gilles
• Lecturer on “MARKET EDUCATION” for
First Metro Securities (stockbroker)
• Financial analyst. Educator.
To introduce:
Studies
• Master in Applied
Business Economics,
University of Asia &
the Pacific
• Bachelor of Arts,
University of the
Philippines, with
honors.
Globally-recognized designation
Belongs to the first batch, in
Manila, who passed the
“Chartered Financial
Analyst” exams in 1997
He wrote research reports
• He worked seven years as a
stockmarket analyst (HSBC Securities)
• He was an Economist for BPI Asset
Management & Trust company for two
years.
(Emphasis of analyst work is forecasting:
estimating ‘return on investment,’ from
buying a stock today.)
In 2004, he
published a book,
together with Prof.
Reuben Mondejar,
of the
City University of
Hong Kong,
Business School.
He is a prof. of finance
• He taught “finance for entrepreneurs” at UA&P, from year 2000 to 2006.
• He taught “Financial Analysis & Portfolio Management” at De La Salle University, Graduate School of Business, 1999-2007.
• He was recently appointed to the Faculty of the Asian Institute of Management.
Every week, he orients the
beginner clients of First Metro
Securities, on:
• how to save money for long-term
• How to invest in the stockmarket
To promote financial literacy
• He conducts seminars at private companies,
sponsored by First Metro, to promote a
culture of Savings & Investment.
• He teaches college students how to invest
ten million pesos, over six months, in the
annual “Stock X Challenge” contest, where
the winner gets P100K prize money from
First Metro.
More events:
To arrange a half-day seminar, or a
weekend “tutorial” on cash, bonds, &
stocks, please contact me at
First Metro Securities, (02) 8590600.
Recent events
• October – November 2011: Stock X Challenge
seminars at Baguio, Cebu, Davao.
• Speech to Chamber of Commerce of Davao,
Dec 2011 & CdO May 2012
• Lectures at Ateneo de Davao, March 2012, and
Xavier Univ CdO May 2012
• Speeches at Rotary Clubs in Davao, March
2012
• Tutorial classes at homeowners’ associations.