Agbalowomeri:
Reproduction

Sell your stocks and repurchase by March-April next year. Period.

Don't hold onto things that are declining. The fears about the election are going to be overblown. Good stocks will decline.

Sell now and buy just before elections. The market can remain irrational longer than you can remain solvent.

The FPIs are gradually unwinding their positions. They have to do so gradually of course because of their big holdings. Very soon the you'll see the impact of their actions on the exchange rate.


Don't be a bagholder. Don't hold the bag for them.

Instead strive to be a carpet bagger.

For those that'll survive the upcoming carnage with their liver and capital, elections will be peacefuĺ....Naira will be devalued ( free float), fuel subsidy will be removed...All these will point to a 2019/2020 bull.

Contemporarily speaking, the term carpetbagger refers to roving financial opportunists, often of modest means, who spot investment opportunities and aim to benefit from a set of circumstances to which they are not ordinarily entitled.

currentprice:


Nosa2 sighted money on this stock long term ago,, if he had marry NEM for better for worse as long as it take, with his 100% nem portfolio he for day swim in money by now. nem is going for high in the future if no big claim come their way o

result release so far nem have best PEG ratio

Given the time we discussed NEM, and what has happened to the Naira between then and now, I am glad I dumped all Naira stocks and carried my kaya abroad.

nosa2:


Given the time we discussed NEM, and what has happened to the Naira between then and now, I am glad I dumped all Naira stocks and carried my kaya abroad.

This definitely does not apply to NEM. We discussed it when NEM was about 60k, today it is about N3. This is a 400% increase.
Naira has not depreciated 400%! How many stocks in those climes have done 5 baggers?

#GladIHeld

WORD OF GOD SAYS IN 1 PETER 1:16; "BE YE HOLY FOR I YOUR GOD, I'M HOLY"

www.nairaland.com/3560501/holineness-righteousness-revival-daily-messages/15#69651050

bigjay01:


This definitely does not apply to NEM. We discussed it when NEM was about 60k, today it is about N3. This is a 400% increase.
Naira has not depreciated 400%! How many stocks in those climes have done 5 baggers?

#GladIHeld

That is true. But very rarely will u have 100% of your portfolio in NEM back In those days. Whereas you can easily move 100% of your money to $$. On a portfolio to portfolio comparison, the person that bought $$ may be better off. MAY BE.

bigjay01:


This definitely does not apply to NEM. We discussed it when NEM was about 60k, today it is about N3. This is a 400% increase.
Naira has not depreciated 400%! How many stocks in those climes have done 5 baggers?

#GladIHeld

Another typical case to exit. That stock has been manipulated thus far.

#You gat to know when to hold on

Sir, do you think NEM is really a N3 stock. I think what has happened to NEM is just that new retail investors wanted to key into the Insurance sector and found NEM more accommodating as Custodian has gone beyond their reach. If I hold the stock, I will sell because I do not see it doing another 30/50% in the near term.

bigjay01:


This definitely does not apply to NEM. We discussed it when NEM was about 60k, today it is about N3. This is a 400% increase.
Naira has not depreciated 400%! How many stocks in those climes have done 5 baggers?

#GladIHeld

rebekah2011:
Sir, do you think NEM is really a N3 stock. I think what has happened to NEM is just that new retail investors wanted to key into the Insurance sector and found NEM more accommodating as Custodian has gone beyond their reach. If I hold the stock, I will sell because I do not see it doing another 30/50% in the near term.

semantics and sentiments apart, what will happen when I head to market with those shares this morning?

wapco

bigjay01:

semantics and sentiments apart, what will happen when I head to market with those shares this morning?

The burden associated with heavy load. LOL.

MSCI- NIGERIA MOVEMENT FOR 23 JULY 2018/GENERAL COMMENT

“Thisday newspaper” talk something about Foreign Portfolio Investment. Therefore, today some Investors who rely on news will further depress the market (this may however mean that the final bottom we are looking for is not that far as the news sellers will drive some stock to unbelievably lower prices, keep your money for the coming Black 2018 promotional offers). [/b]Continuing with our own follow up [b]the Fund fired on full salvo yesterday 23 July 2018, selling like no man business.

This is telling the reasonable investors to stay out of the market for now, some equities are likely to fall further. I am sorry to say this in view of the pain that people are suffering, but this is the reality on ground. If you will buy at all, bid at the lowest limit price possible!!!

I tried to go back to 22 July 2014 to see for myself if I continue to do buy and hold, the conclusion is left for us to decide individually.

Equity 23 July 2018 23 July 2014
Julius Berger 24.30 63.00
Conoil 27.00 62.32
Caverton 1.90 6.85


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

I have been wondering how one can benefit or escape from the dangerous drawdown that usually follow the bear market. It seems the best way is just to go to cash/money market instrument. Looking for any defensive stock that will withstand the bear pressure still carry a lot of risk.
We continue to explore how to do better in the market over the long term.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may

mendes911:


LOL. That deadly 2nd year course.

LOL,

30 objective questions for 3 hours!

How long does it take to guess the answers yet majority of students still carry the course over till final year.

swilo:


LOL,

30 objective questions for 3 hours!

How long does it take to guess the answers yet majority of students still carry the course over till final year.

We never did "objectives" when we were in the uni many years ago.......

bigjay01:

semantics and sentiments apart, what will happen when I head to market with those shares this morning?

It is controlled exit like that my Oga is doing right now. The manipulators will still be around for some time. When it is green I drop some units considering the bid position

rebekah2011:
http://www.nse.com.ng/Financial_NewsDocs/22944_LAFARGE_WAPCO_PLC._FINANCIAL_STATEMENTS_JULY_2018.pdf
It is finance costs that will kill this coy. Not worth more than n10 in my view

When Lafarge S.A., France, takes 3.5% of net sales...... They always make money whether EPS is positive or negative!

mendes911:


We never did "objectives" when we were in the uni many years ago.......

Amazing!!

Without objectives, it would have been a total "spill over" sentence.

You must be a real elder...

Agbalowomeri:
It is controlled exit like that my Oga is doing right now. The manipulators will still be around for some time. When it is green I drop some units considering the bid position

Observing keenly. There is a roforofo fight for boardroom control just happening behind the scenes. Them still de hook shirt when them begin throw real punch we go jaaaa. Then it will be around its zenith.

Don't try this strategy with me. There is a clear disconnect between my kids chop money and NSE play funds!

rebekah2011:
Sir, do you think NEM is really a N3 stock. I think what has happened to NEM is just that new retail investors wanted to key into the Insurance sector and found NEM more accommodating as Custodian has gone beyond their reach. If I hold the stock, I will sell because I do not see it doing another 30/50% in the near term.

Well, I sold some at N3.40 to rebalance my portfolio. It became almost 20% of my portfolio which is not in line with my risk management strategy.

If they indeed move to LIFE business, the price will go further up!

Some pple no longer like the taste of Dangote's sugar.

Mpeace:
Some pple no longer like the taste of Dangote's sugar.

Same way some builders are no longer interested in building houses with cement. LOL.

yok:
MSCI- NIGERIA MOVEMENT FOR 23 JULY 2018/GENERAL COMMENT

“Thisday newspaper” talk something about Foreign Portfolio Investment. Therefore, today some Investors who rely on news will further depress the market (this may however mean that the final bottom we are looking for is not that far as the news sellers will drive some stock to unbelievably lower prices, keep your money for the coming Black 2018 promotional offers). [/b]Continuing with our own follow up [b]the Fund fired on full salvo yesterday 23 July 2018, selling like no man business.

This is telling the reasonable investors to stay out of the market for now, some equities are likely to fall further. I am sorry to say this in view of the pain that people are suffering, but this is the reality on ground. If you will buy at all, bid at the lowest limit price possible!!!

I tried to go back to 22 July 2014 to see for myself if I continue to do buy and hold, the conclusion is left for us to decide individually.

Equity 23 July 2018 23 July 2014
Julius Berger 24.30 63.00
Conoil 27.00 62.32
Caverton 1.90 6.85


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

I have been wondering how one can benefit or escape from the dangerous drawdown that usually follow the bear market. It seems the best way is just to go to cash/money market instrument. Looking for any defensive stock that will withstand the bear pressure still carry a lot of risk.
We continue to explore how to do better in the market over the long term.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may

You forgot to colour your excel sheet

cutix expansion has started yielding results. when shall Honeywell do the same? cutix is the only indigenous well run company in the east.

swilo:


Amazing!!

Without objectives, it would have been a total "spill over" sentence.

You must be a real elder...

Which year you enter FUTO?

Please, how can someone contact the nairaland moderators?

The chrome browser nairaland page on my device is filled with smileys... it is hard to see the links, so they can correct it.

mendes911:


Same way some builders are no longer interested in building houses with cement. LOL.

All they want is assurance sorry insurance. #teamNEM na una dey reign.

Sombori just grabbed 11milliin copies of fbnh. Hmmm that pesin ni hear de sell ring tone...

RabbiDoracle:


Which year you enter FUTO?

My Oga, FUTO no get space for me then... but by 2003 UNIBEN and the GREAT IFE come dey beg me to collect admission.

swilo:
Please, how can someone contact the nairaland moderators?

The chrome browser nairaland page on my device is filled with smileys... it is hard to see the links, so they can correct it.

How long has it been like this? Have you tried clearing browser cache and cookies? I'm currently using chrome browser and I'm not having such issues.

swilo:


My Oga, FUTO no get space for me then... but by 2003 UNIBEN and the GREAT IFE come dey beg me to collect admission.

Chai you be real millennial

swilo:
Please, how can someone contact the nairaland moderators?

The chrome browser nairaland page on my device is filled with smileys... it is hard to see the links, so they can correct it.

Which porn site did you visit that infested your browser?

#RunsAway....