Uploaded March 2024 | Updated September 2026, 2 hours ago
COL Expert Huddle with Chief Technical Analyst Juanis Barredo
Recorded on March 15, 2024
- [0:00] Introduction
- [0:42] What's happened to the market?
- [1:50] PSEi Elliot Plot: Where bearish trend ends
- [2:54] After a major bottom, road to longer recovery opens
- [3:49] SP500: Needy of a pullback but not a trend change
- [5:31] Market performance since their end of Oct lows
- [6:39] Possible threats to encounter
- [8:06] Inflation and Bond Yields (US)
- [9:03] Inflation and Bond Yields (PH)
- [10:06] US Dollar Index (Daily & Weekly)
- [12:18] What can we expect of the PSEi?
- [13:45] PSEi stalls near resistance
- [16:22] 1st trading option for you
- [21:55] 2nd trading option for you
- [23:56] Recap (mostly positive)
#COLFinancial #philippinestockmarket #technicalanalysis
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
COL Expert Huddle with Chief Technical Analyst Juanis Barredo
Recorded on March 15, 2024
- [0:00] Introduction
- [0:42] What's happened to the market?
- [1:50] PSEi Elliot Plot: Where bearish trend ends
- [2:54] After a major bottom, road to longer recovery opens
- [3:49] SP500: Needy of a pullback but not a trend change
- [5:31] Market performance since their end of Oct lows
- [6:39] Possible threats to encounter
- [8:06] Inflation and Bond Yields (US)
- [9:03] Inflation and Bond Yields (PH)
- [10:06] US Dollar Index (Daily & Weekly)
- [12:18] What can we expect of the PSEi?
- [13:45] PSEi stalls near resistance
- [16:22] 1st trading option for you
- [21:55] 2nd trading option for you
- [23:56] Recap (mostly positive)
#COLFinancial #philippinestockmarket #technicalanalysis
DISCLAIMER:
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
COL is regulated by the Securities and Exchange Commission, with email address msrdsubmission@sec.gov.ph. For any concerns, please contact helpdesk@colfinancial.com.
![Q&A Session | COL Conversations with Sun Life
COL Conversations with Sun Life Philippines
Is it a Good Time to Invest in Global Markets?
Mikko Vergara, Angeline Cruz, and Marvin Fausto
Recorded on March 18, 2022
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLconversationsevents
- Introduction [0:00]
- What can investors look forward to in times of crisis? [0:40]
- How should investors approach rising interest rates? [4:01]
- Does Sun Life have the biggest money market in the industry? [6:48]
- How will foreign exchange rates affect return? [8:05]
- Is the return in Peso or in Dollars? [10:39]
- What is your forecast for foreign exchange? [11:48]
- How do fund managers try to get better rates for return? [12:12]
- What industries are resilient from the Russia-Ukraine conflict? [13:18]
- What should investors do when the war escalates? [15:05]
- What is your forecast for the S&P500? [15:40]
- What is the recovery timeline of global markets? [16:39]
- What is the impact of rising oil prices for Sun Life WEIF? [17:38]
- How will you compare Sun Life WEIF to other investment products? [18:20]
- Is it better to invest in global funds versus investing in the S&P500? [20:55]
- Shall I sell my equities now and buy back when the war has ended? [21:49]
- Will there be other available global products in COL Fund Source with a smaller investment fee? [22:16]
- What is the max allocation percentage for high risk investors? [24:08]
- What is the advantage of investing with Sun Life versus investing directly to the Target Fund? [25:11]
-Is it better to invest in Sun Life WEIF when the peso depreciates? [27:20]
- How is the Sun Life WEIF taxed? [28:24]
- What is the difference between investing directly to Sun Life versus investing in COL Fund Source? [29:53]
- Summary [32:03]
#philippinestockmarket #SunLife #COLconversations #COLFinancial Q&A Session | COL Conversations with Sun Life](https://i.ytimg.com/vi/xcinuXznjI4/mqdefault.jpg)
![Q&A Session | COL Conversations with AREIT
Q&A Session | COL Conversations with AREIT
AREIT Special Webinar
Carol Mills and Marvin Fausto
Recorded on December 7, 2023
🔗 To join our future COL Conversations webinars, register at http://bit.ly/COLCONsignup
- Introduction [0:00]
- Why does ALI have to transfer its assets into AREIT? [0:20]
- How is the disposition of these additional shares to ACEN and what can we expect from the future share offerings of AREIT due to future asset infusions? [4:03]
- What is cap rate in simple terms and has this translated to actual dividends? [7:38]
- What does accretive mean? [9:51]
- How will the recent acquisitions affect the earnings and dividends per share? [13:09]
- How and when will AREIT address the drop in its public float? Would it be by way of a private placement or follow-on offering? [14:14]
- Why is the share price of AREIT plunging despite the seemingly good moves of the company? [14:59]
- Will there be an additional infusion of assets and does AREIT plan to incur debt to finance future asset acquisitions? [16:32]
- Can AREIT sustain its dividend growth? [18:27]
- Is AREITs dividend yield going to increase in the next 1-2 years? [19:12]
- What is the long-term outlook for AREIT and plans for expansion? [19:48]
- What is your outlook on the office industry given the work-from-home setup and high-interest rate condition? [20:47]
- How is AREIT different from the different REITs we have today? [22:25]
- What are the risks involved in investing in AREIT? [24:27]
- Why does AREIT still infuse properties even during hard times in the market? [26:55]
- What are you planning to do about the current high interest rate? [28:17]
- Isnt the average WALE (Weighted Average Lease Expiry) of AREIT offices of 3.5 too low? How will AREIT address dwindling office occupancy when the rents are due? [29:29]
- Why should I invest in AREIT when I can invest in AyalaLand? [31:14]
- AREIT Closing Remarks [32:11]
- Key Takeaways [34:01]
#philippinestockmarket #AREIT #COLconversations #COLFinancial Q&A Session | COL Conversations with AREIT](https://i.ytimg.com/vi/ymTUHUpiXxU/mqdefault.jpg)
![Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023
COL Mid-Year Market Outlook 2023: Capitalizing on the Market Weakness
April Lynn Tan, Juanis Barredo, and Charles Ang
Recorded on July 22, 2023
- Introduction [0:00]
- Investor Sentiment Survey [11:20]
- Fundamental Market Outlook [15:22]
- Technical Market Outlook [58:39]
- Q&A Session and Panel Discussion [1:38:57]
- April Tan and Juanis Barredos Closing Thoughts [2:3:55]
- Summary [2:34:52]
This video is provided for informational purposes only. The conduct of this video does not constitute an endorsement, recommendation, or solicitation by COL. Prospective investors must conduct their own research and consult their own advisors as to legal, tax, business, financial and related aspects of an investment in the securities.
The price of securities can and does fluctuate, and any individual security may experience upward or downward movements, and may even become valueless. There is an inherent risk that losses may be incurred rather than profit made as a result of buying and selling securities.
For any questions and concerns, you may send us a message at helpdesk@colfinancial.com. COL Financial is regulated by the Securities and Exchange Commission. You may contact the SEC’s Markets and Securities Regulation Department at msrd_covid19@sec.gov.ph
#COLFinancial #philippinestockmarket #COLmarketoutlook Capitalizing on the Market Weakness | COL Mid-Year Market Outlook 2023](https://i.ytimg.com/vi/z5ZlwViYhAs/mqdefault.jpg)


![Q&A Session | COL Premium Huddle with the Experts
COL Premium Huddle with the Experts: Outplay the Market
Panel Discussion with Zerge Zandueta, April Tan, Juanis Barredo, Marvin Fausto, and Edward Lee
Recorded on January 28, 2023
- Introduction [00:00:00]
- On a technical POV, how do we identify the start of Stage 2 if we are currently in Stage 1? What price levels should we be watching? [00:00:59]
- Whats the impact of FTSE rebalancing on PSE stocks? What factors are considered when adding/delisting a stock? [00:09:39]
- Will the Maharlika Wealth Fund be a good catalyst to the Philippine Stock Market? [00:14:44]
- On a risk-reward basis, do you think the swings in this market recovery will cover the cost to trade the stock? or do I buy on weakness and hold? [00:15:25]
- What do you think of the recent insider selling like SM Prime and JFC? What does that indicate? [00:16:15]
- What are your takes on SECB, GTCAP, MM, IMI - Sell at a significant loss or hold on? [00:18:30]
- Is the China reopening inflationary? [00:20:20]
- What is your outlook on mining stocks? [00:23:13]
- What are your thoughts on AREIT? [00:28:40]
- How durable is the golden cross formation in signaling reversal of a trend? Is this signal to deploy excess cash to buy and hold if I have 1 year view? [00:32:34]
- What do you think of VLL, CEB and LTG? Are they good picks for value play? [00:34:07]
- Aside from the US Treasury in PH, are there other indicators to know if the PH fund managers would transfer their funds on equity or bonds? [00:34:55]
- For a time frame of 1 year, what do we focus on when technical analysis and fundamental analysis disagree? [00:36:56]
- What is the PSEI’s average PE ratio now and how does it compare to its historical average? How many percent of the stocks in the index are below average PE? [00:41:53]
- Will it be cheaper/better if we buy funds direct from insurance companies? What is the benefit if through COL? [00:43:43]
- I am currently waiting for a pullback to 6,600 to deploy cash, but the PSEi is quite resilient at 7,000. How will I know if I should just buy at current levels? [00:44:48]
- What do you think should the FED do to reduce the risk of a hard landing in the US? [00:46:45]
- Which stocks are below book value? [00:52:26]
- What would drive earnings for the companies in the PSE? [00:54:43]
- For all of the speakers, whats the biggest risk to your calls and current views? [00:58:00]
- Highlights and key takeaways [01:01:05]
#COLFinancial #COLpremiumhuddle #philippinestockmarket Q&A Session | COL Premium Huddle with the Experts](https://i.ytimg.com/vi/zz8RSa6wtds/mqdefault.jpg)