Aug.24 It's more fun offline!

The night before, I happened to watch a link on fb about the effect of too much time on the internet and as a result lack of sleep. After watching I turned off my laptop and went to sleep. I slept for 10 hours.

When my eyes were open I lingered in the bed for awhile. I reached for something to read and I got the book "The greatest salesman in the World," flipped some pages and read scroll 5 "I will live this day as if it is my last". I started to recollect "to do" things I have written in my notes and chose the items that'll fit for a blessed Sunday ahead. Well my laptop was not on sight and chose to be offline for a day.

Here's my day with my family:
just before I pour hot water for my coffee, someone knocked on my door. It was my neighbor. I am glad I was able to help him. helping someone is nice to start a day...thereafter

12:00- 14:00 played Xbox360 with my wife (first time playing together with her)
14:00- 15:30 joined my wife and baby watching Monster, Inc. cartoon movie
15:30- 16:30 Do my laundry
17:00- 18:30 while cee is baking, i go to play basketball with my villagers
19:30- 21:00 Hear Holy mass
21:00- 21:30 Dinner. Cee's prepared the food I have requested her the other day...that is without reminding her. thanks for the surprise. 
I love myself. But today, I love more my family!

As of this writing, I have not turned online yet. I will do later, of course. I still have things in my notes to accomplish i.e. update accounting, wrestling play with baby, watch Vikings episode "THe choice" season 2, and reply to some emails before going to rest. Since tomorrow is a holiday in the market, I can wake up after 10am(?)

If this day was my last, I am very happy. I gave more time with my family. Simply because I chose to go offline. It's not like this when the market is open on weekdays. And do stock reviews on weekends- I am aware of that. Much more if I am abroad. It' 24 hours I am away from them. Time with family is so precious to neglect. I feel that today. 

There are more good benefits indeed to be offline. I for sure missed many true things whenever I start put my face in front of the screen. Important now is that I feel the significance of making it real than illusional, getting touch than imaginary, and most of all moving than sitting all day long! Today is my last and tomorrow will be another :)

Aug. 20 Benguet Corp (BC) 1H 2014

Benguet Corp (BC) 1H 2014

195M -Out.shares
1.84 billion pesos -Retained earnings

7.21 billion pesos -Total Asset

3.59 billion pesos -Total Liabilities

3.61 billion pesos -Equity attributable to parent company

1.91 billion pesos -Current Asset

2.04 billion pesos -Current liabilities

Revenue:

2.34 billion pesos –1H 2014
1.259 billion pesos –1H 2013

% change: 86%

Net Income:

227 million pesos –1H 2014
36.5 million pesos –1H 2013
% change: 521%

closing price 20-Aug-2014: 10.60 pesos
ANNUALIZED EPS: 2.33
PE: 3.94             

BV per share: 18.54 pesos

Price to book value: 0.57x

Other notes:

Return on Equity: 12.5%
Return on Assets: 6.30 %
Net income margin: 9.7%

Current ratio: 2.0

Debt-to-equity: 1.0

Expensive Multiple as per Benjamin Graham is 22.5 (PE x P/BV)

BV=18.54

P=10.60

P/BV= 0.57

PE= 3.94

BGM= 2.24

Happy Investing!

Aug.19- SPC 1H 2014

Aug.19- SPC 1H 2014

1.5B -Out.shares

6.72 B -MarCap 

4,21 billion pesos -Retained earnings

7.58 billion pesos -Total Asset

1,33 billion pesos -Total Liabilities

5.74billion pesos -Equity attributable to parent company

2.86 billion pesos -Current Asset

1.08 billion pesos -Current liabilities

Revenue:

1.91billion pesos –1H 2014
1.28 billion pesos –1H 2013

% change: 77%

Net Income:

854 million pesos –1H 2014
342 million pesos –1H 2013
% change: 150%

closing price 19-Aug-2014: 4.49 pesos
ANNUALIZED EPS: 1.14
PE: 3.94             

BV per share: 3.84 pesos

Price to book value: 1.17x

Other notes:

Return on Equity: 30%
Return on Assets: 22.5 %
Net income margin: 44.6%

Current ratio: 2.65

Debt-to-equity: 0.23

Expensive Multiple as per Benjamin Graham is 22.5 (PE x P/BV)

BV=3.84

P=4.49

P/BV= 1.14

PE= 3.94

BGM= 4.49

Happy Investing!