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Stocks Update

Guidance for Stock Market Investing Exclusively for TrulyRichClub Members Note: To understand the Stocks Update, first read Bos Ebook, My Maid Invests in the Stock Market. Click here www.TrulyRichClub.com to download now.

Volume 4, No. 16

August 2013

Stock Market Investing Is About Managing Your Emotions


A lot of people ask me why Im a good teacher in stock market investing. One person asked me, Bo, how could you excel in teaching the hard science of stocks? Arent you a preacher? Isnt your expertise teaching the soft side of lifesuch as values and relationships and love? People dont understand that to be successful in stock market investing, you dont need just the numbers. Thats just 10 percent of the equation. I believe 90 percent of your success in stock market investing is managing your emotions. Specifically, managing your fear, greed, and hope. For example, in this depressed stock market environment of ours today, you need to control your fear. (While in a bullish stock market, you need to control your greed.) Yesterday, I had a very interesting chat. One man came up to me and said, Bo, I cant do it anymore. I keep losing money in the stock market. Im afraid Ill just give up this entire thing. He explained that he was a new TrulyRichClub member and followed our SAM program. I asked him, Have you sold your shares? No, he said. So when you say losing money, that means youre losing money on paper, right? Yes. But it just feels awful seeing my money shrink I shook my head, Dont tell me youve stopped buying in the past two months?... I havent. Bo, how can I buy? Im SO scared Fear gripped him. I could smell fear. I looked him in the eye and said as firmly as I could, Dont you dare give up at this time. Youre a long-term investor. Think 20 years down the road. Now is when real wealth is made! Its not yet too late. Face your fear. Buy your stocks each month! Now you know why I excel in teaching stock market investing. Because for 33 years, Ive been helping people say NO to their unruly emotions and do whats right. To forgive when all they want to do is strangle someones neck. To serve when all they want to do is sleep. To hope when all they want to do is give up. Thats my expertiseteaching people how to manage their emotions. Just do whats right. Every month. No fail. Happy investing! May your dreams come true, Bo Sanchez P.S. In this issue, Mike will discuss on the performance of three companies under our SAM Stocks. P.S2. Ask your questions and join the happy discussion at our TrulyRichClub online forum by clicking here.

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Lets Take a Look Under the Hood


By Mike Vias
Are you familiar with the The Fast and The Furious movie franchise? Many times throughout its six movies, racers would always take a look at what is under the hood of the vehicle to check the parts and specifications the vehicle carries. By doing this, they are able to get a good idea of the vehicles capabilities on the road. I also remember, whenever I would take out of town trips, my dad would always remind me to take a look under the hood and check if the car is ready for such a distance travel. Part of this is to check the oil, water, batteries, and the other parts of the vehicle, to see if these are filled-up, tuned, and ready for the journey. Now, I believe we should do the same, look under the hood, when it comes to our investments in the stock market. In the light of the markets downturn and our assurance of its recovery due to sound economic fundamentals in previous issues, lets now look under the hood and take a closer look at the performance of the companies under the SAM portfolio. This is to give us as well an assurance that fundamentally these companies are also sound and performing well, giving us confidence in an eventual increase of its market price overtime. For this issue, I will begin with three of our SAM stocks.

AC
Ayala Corporation (AC) registered a 33.2 percent net income jump for the 2nd quarter of 2013 (as compared to the same period last year). This was primarily driven by its property subsidiary Ayala Land (ALI). With its consolidated core income for the first half of the year amounting to P8.9 billion, AC has already reached 62.8 percent of COL Researchs estimate of its income for the year. We continue to include AC on the SAM list following its stronger than expected earnings for the 1st half of 2013. Also, almost all of ACs core businesses continue to report strong earnings growth. The possibility that AC might outperform our Target Price estimate will come from successful operations of ACs investments in its power businesses. For most of these projects are still in development stages and has not been factored in the Target Price estimate. This will prospectively be good news for AC, making it a good long-term investment.

BDO
Despite the volatility of markets, BDO Unibank, Inc (BDO), reported a 36 percent increase in its profits for the 2nd quarter of 2013 (as compared to the same period last year). This brings its 1st half of 2013 net income to P14.1 billion. This is more than double its P5.8 billion income in the 1st half of 2012 and is already 66 percent of COL Researchs estimation of its earnings this year. Such 2nd quarter gains were driven by the growth in net interest income, sustained loan growth, and higher margins. We continue our recommendation for BDO given its strong position to capitalize on the countrys positive economic outlook. This indicates continued long-term growth for BDO.

DNL
D&L Industries, Inc. posted a 14 percent growth in its 2nd quarter 2013 net income (up from the same period last year). This brings its 1st half 2013 earnings to P655 million. This is 49 percent already of COLs earnings

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estimate for the year. Earnings growth was caused by margin improvement as they focused more in higher margin products. Also, DNLs food segment jumped 23.5 percent to P263 million. Its plastic business also grew by 9 percent to P240 million and is seen to grow from 2014 moving forward. This means potentially good steady growth overtime for DNL. From these examples, it goes to show that in spite of the markets current downturn, companies continue to perform well and provide good earnings. This should give us confidence to continue investing in such good companies that will continue its growth for the long-term. I will be discussing the next 3 SAM stocks in our next issue. Happy and hopeful investing!

Here are our SAM Stocks (based on August 29, 2013 closing prices).
STOCK AC BDO DNL JGS LRI MBT MEG MER SM TEL Current Price 532.00 73.30 6.25 37.20 10.12 81.70 3.10 262.20 661.00 2,800.00 Buy Below Price 602.4 89.60 8.40 34.4 12.68 119.20 3.89 278.00 760.00 2848.00 Target Price 753.00 112.00 10.50 43.00 15.85 149.00 4.87 347.50 950.00 3,560.00 Action to Take Continue Buying Continue buying Continue buying HOLD: Stop buying *as per Bos instructions Continue buying Continue buying Continue buying Continue buying Continue buying Continue buying

STOCK SYMBOL AC TOTAL BDO TOTAL DNL TOTAL

DATE BOUGHT Jul-13 Aug-13 Apr-13 Jun-13 Jul-13 Aug-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13 Jul-13 Aug-13

PRICE BOUGHT 603.50 598.50 86.10 84.50 87.50 82.00 6.45 6.71 7.00 8.36 7.90 6.58 6.87

PRICE TODAY 532.00 532.00 73.30 73.30 73.30 73.30 6.25 6.25 6.25 6.25 6.25 6.25 6.25

YOUR RETURN -11.85% -11.11% -11.48% -14.87% -13.25% -16.23% -10.61% -13.74% -3.10% -6.86% -10.71% -25.24% -20.89% -5.02% -9.02% -11.55%

BUY BELOW PRICE 654.80 602.40 89.60 97.40 97.40 89.60 8.48 8.48 8.70 8.70 8.70 8.70 8.40

TARGET PRICE 753.00 753.00 112.00 112.00 112.00 112.00 9.75 9.75 10.00 10.00 10.00 10.00 10.50

EXPECTED GROWTH 24.77% 25.81% 25.29% 30.08% 32.54% 28.00% 36.59% 31.80% 51.16% 45.31% 42.86% 19.62% 26.58% 51.98% 52.84% 41.48%

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STOCK SYMBOL JGS TOTAL LRI TOTAL MBT TOTAL

DATE BOUGHT Feb-12 Mar-12 Apr-12 May-12 Jun-12 Aug-12 Sep-12 Oct-12 Nov-12 Jun-13 Jul-13 Aug-13 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11 Jan-12 Feb-12 Mar-12 Apr-12 May-12 Jun-12 Sep-12 Oct-12 Nov-12 Jan-13 Feb-13 Mar-13 Apr-13 Jun-13 Jul-13 Aug-13

PRICE BOUGHT 25.75 26.55 34.00 31.40 32.00 32.50 32.95 33.20 34.10 11.50 11.00 10.50 71.52 79.55 75.50 72.00 69.05 71.90 68.00 70.60 78.90 88.00 86.00 88.75 86.50 93.40 93.00 96.05 103.40 112.50 117.00 118.30 121.00 112.70 110.00

PRICE TODAY 37.20 37.20 37.20 37.20 37.20 37.20 37.20 37.20 37.20 10.12 10.12 10.12 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70 81.70

YOUR RETURN 44.47% 40.11% 9.41% 18.47% 16.25% 14.46% 12.90% 12.05% 9.09% 19.69% -12.00% -8.00% -3.62% -10.00% 14.23% 2.70% 8.21% 13.47% 18.32% 13.63% 20.15% 15.72% 3.55% -7.16% -5.00% -7.94% -5.55% -12.53% -12.15% -14.94% -20.99% -27.38% -30.17% -30.94% -32.48% -27.51% -25.73% -6.54%

BUY BELOW PRICE 28.83 30.43 34.78 34.78 34.78 34.78 34.78 34.78 37.39 12.68 12.68 12.68 78.88 78.88 78.88 78.88 78.88 78.88 78.88 83.07 83.07 93.91 93.91 93.91 93.91 93.91 104.35 104.35 113.04 129.57 129.57 129.57 129.57 129.57 119.20

TARGET PRICE 35.00 35.00 40.00 40.00 40.00 40.00 40.00 40.00 43.00 15.85 15.85 15.85 93.60 93.60 93.60 93.60 93.60 93.60 93.60 108.00 108.00 108.00 108.00 108.00 108.00 108.00 120.00 120.00 130.00 149.00 149.00 149.00 149.00 149.00 149.00

EXPECTED GROWTH 35.92% 31.83% 17.65% 27.39% 25.00% 23.08% 21.40% 20.48% 26.10% 25.43% 37.83% 44.09% 50.95% 44.29% 30.87% 17.66% 23.97% 30.00% 35.55% 30.18% 37.65% 52.97% 36.88% 22.73% 25.58% 21.69% 24.86% 15.63% 29.03% 24.93% 25.73% 32.44% 27.35% 25.95% 23.14% 32.21% 35.45% 28.80%

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STOCK SYMBOL MEG TOTAL MER TOTAL SM TOTAL TEL TOTAL

DATE BOUGHT May-13 Jun-13 Jul-13 Aug-13 Jul-13 Aug-13 Aug-13 Jun-13 Jul-13 Aug-13

PRICE BOUGHT 4.23 3.67 3.15 3.40 286.60 262.00 805.50 2902.00 2854.00 2800.00

PRICE TODAY 3.10 3.10 3.10 3.10 291.20 262.00 661.00 2800.00 2800.00 2800.00

YOUR RETURN -26.71% -15.53% -1.59% -8.82% -13.16% 1.61% 0.00% 0.80% -17.94% -17.94% -3.51% -1.89% 0.00% -1.80%

BUY BELOW PRICE 4.16 4.16 4.16 3.89 278.00 278.00 824.00 3043.50 2800.00 2800.00

TARGET PRICE 4.78 4.78 4.78 4.87 347.50 347.50 1030.00 3500.00 3500.00 3500.00

EXPECTED GROWTH 13.00% 30.25% 51.75% 43.24% 34.56% 21.25% 32.63% 26.94% 27.87% 27.87% 20.61% 22.63% 25.00% 22.75%

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2012 Top 10 Winners of TrulyRichClubs Stocks


If you followed our Stock Recommendations in the past, youd have enjoyed these earnings. Were reposting this again to encourage you to be faithful to your monthly investments today for the stocks we recommend above. Never give up. And youll have great winners 10 to 20 years from now! Note: The percentage returns cannot be compared between the two tables below. The All Time Winners table does not take into consideration a cost-averaging method. The percentage return is only from a buy-and-hold strategy. The 2012 Table however integrates a cost-averaging method throughout the months it was under the Buy-Below.
STOCK SYMBOL ALI TIME RECOMMENDED June 2011 to February 2012 (3rd week) February 2012 to March 2012 (3rd week) February 2012 to November 2012 (4th week) October 2012 to December 2012 (2nd week) February 2012 to December 2012 (1st week) ESTIMATED TIME HELD 9 Months PRICE RANGE P15.09 to P21.65 ESTIMATED RETURN 35%

STOCKS

Ayala Land Nickel Asia Bank of The Philippine Islands Ayala Corporation SM Prime Holdings

NIKL

2 Months

P23.75 to P26.20

10.32%

BPI

10 Months

P68.45 to P91.00

34.29%

AC SMPH

2 Months 10 Months

P440.00 to P520.00 P12.48 to P17.00

17.65% 27.75%

Top 10 Past Winners of TrulyRichClubsStocks


STOCKS
Lepanto Jollibee Security Bank DMCI Intl Container First Gen Co. Megaworld Nickel Asia Ayala Land Energy Devt Co.

STOCK SYMBOL
LC JFC SECB DMC ICT FGEN MEG NKL ALI EDC

TIME RECOMMENDED
Dec 2010 to May 2011 Mar 2010 to May 2011 Mar 2010 to May 2011 Sep 2010 to May 2011 Sep 2010 to May 2011 Mar 2010 to May 2011 Jul 2010 to May 2011 Oct 2010 to May 2011 Mar 2010 to May 2011 Mar 2010 to May 2011

TIME HELD
5 Months 14 Months 14 Months 8 Months 8 Months 14 Months 10 Months 8 Months 14 Months 14 Months

PRICE RANGE
P0.34 to P0.85 P47.50 to P94.45 P53.00 to P96.20 P27.25 to P44.80 P32.40 to P48.70 P9.80 to P14.78 P1.54 to P2.30 P15.00 to P22.40 P11.25 to P16.64 P4.85 to P6.49

YOUR RETURN
150% 98% 81% 64% 50% 50% 49% 49% 47% 33%

(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.)

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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August 2013

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How to Rocket Your Wealth to the Stars!


Do you feel restless because your businessand your personal lifehas been in limbo? Do you want to break the spell of mediocrity in your income, work, and relationships? Do you want to shatter old productivity levels and financial limitsand leapfrog to a success zone youve never gone before? Do you want to experience long-lasting transformations in the most important areas of your life? Do you want to retool the marketing of your business, create hyper-growth, and double your profits? Its all possible. I can help you rocket your wealthand your lifeto the stratosphere. All these are possibleand more My Invitation: Join Me to a World of Abundance On October 17 to 19, Id like to make that inner shift happen for you. Im personally inviting you to join me in a very unique experiencewhere I lead you to move your life to higher gear. Change your life and be part of myTrulyRichClubsSUPERCONFERENCE2013:Shoot For The Stars!at theShangri-la Mactan Resortin Cebu. The Price Is Insanely Affordable If you add the value of the Conference at P125,000 PLUSat leastP33,000 forShangri-la Mactan, we should charge you P158,000 per person. At least! So let me tell you how crazy our prices are This ENTIRE PACKAGEyour 3-Days/2-night stay inShangri-la MactanResort, PLUS all our Buffet meals during these 3 Days, PLUS the SUPERCONFERENCE itself, all the fantastic Speakers, the life-changing Workshops, and the exciting Mentoringwill be at a Super Low Price ofP49,975only. Or 3 monthly payments ofP17,975only. (Twin-Sharing accommodation inShangri-laMactan.) ATTENTION Couples, Family members, and Business Associates: To convince you to join together, were giving a special family/ associate discount ofP2488 OFFthe price for eachof you. And I give you my full 100 percent Deliriously Happy Guarantee OR your-money-back. URGENt: SiGN Up NOW The low price above will only be for the first 22 participants. After that, we increase the price by P5000 more per person. But thats not the only reason why I want you to sign up NOW. The real reason is that you may RUN OUT OF SPACE. Remember, we reserved a limited number of rooms inShangri-la Mactan. Once the rooms are full, we have to close the doors. Oh, one last thing Bonus: 3-DVD-Set of Happy, Healthy, Holy MoneyCourse Each SUPERCONFERENCE participant will receive for FREE a special 3-DVD Set of a powerful course I gave entitled Happy, Healthy, Holy Money(This is a P3000 value package). It will cover three life-changing messages: Talk 1Happy Money; Talk 2Healthy Money; Talk 3Holy Money. Listen to this Course again and again and be very blessed. See you at our SUPERCONFERENCE 2013! To change your future, click the link below:

Yes Bo, Im Rocketing My Wealth And Life To The Stars! Im Joining The SUPERCONFERENCE 2013 in Shangri-la Mactan Resort on October 17 to 19 For any questions, email Tina now atsales@bosanchezmembers.com.

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