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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:00pm On Sep 15 |
2nd highest dividend yield on the NGX in 2023 (14.31%). 60% year to date returns on the NGX in 2024 (as at 15th September 2024). Which company achieved all the above? SFS REIT. In this episode, we chat with Mr. Samuel Oshodipe (Real Estate investment Analyst, SFS REIT) about the real estate market, how COVID in 2020 affected valuations, how SFS REIT navigated that period skilfully, how the company produced stellar returns in 2023 and what the outlook for 2024 is. This is a really insightful conversation which retail investors will do well to pay attention to. https://open.spotify.com/episode/4fs4K2jVtDPaIVikTyw4NA?si=wXwC9aqTR_qfCL0jmZDMHA 6 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:32pm On Sep 06 |
Willie2015:Can you kindly share a link to either of the pages please? It'll make life easier for lazy ones like me... Thanks... 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:55am On Sep 01 |
Mankind2024:Noted sir... My reply was just to highlight to you that the fact that Mr Buffett has observed that most people in today's world treat the market like a casino does not mean he agrees with them or is advising people to do the same... He only highlighted a trend he noticed to be rampant in the market. This was the point of my reply... The truth is that the Buffett style of investing does not suit everyone as we all have various backgrounds, sources of income, risk tolerance and various experiences with money. For some people, the casino approach is ideal for them while the Buffett approach is ideal for others and it is perfectly okay. There are multiple roads that lead into every market... 5 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:08am On Aug 27 |
Mankind2024:It's amazing how you're enlightened enough to read Warren Buffetts letters but end up following the exact path he preaches against... God speed in your new foray... May it not lead to even more losses for you... 10 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:56am On Aug 22 |
aj8: When Mike Tyson was asked by a reporter whether he was worried about Evander Holyfield and his fight plan he answered; “Everyone has a plan until they get punched in the mouth.” 12 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:08pm On Jul 14 |
Have you ever wondered if all the personal wealth building principles we share here really work? This week on the podcast, we have a chat with a retail investor, Mr Sam, whose life story embodies all the principles we advocate on the podcast. He shares how he went from not having shoes to wear to school to being able to comfortably retire today, if he chooses to, in his early 50's. We hope this episode encourages you to continue your journey to wealth wherever you might have started from. Thanks for listening and sharing... https://open.spotify.com/episode/7uUICyNCyBlIGY8tgSaazc?si=QafYuHIoRxW-onUtnxvdzg 5 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:51pm On Jul 09 |
narite:I'm sorry you've struggled with the sequence of the episodes. Unfortunately, we do not have control over how the hosts areanges the episodes. I struggle with it too but that's how it is unfortunately. Thanks for understanding 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:17pm On Jul 07 |
Mankind2024: Apologies for butting in... I'm not @Mcy56 but this might help... https://open.spotify.com/episode/56N6zSjo0SiU5Ct38Hmfee?si=cfgC1HmjRDe5iM2l4I4IdQ 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:01pm On Jul 07 |
Mankind2024:I respect your opinion and stance. In fact, I salute you.. However, kindly consider and take some time to think about the opposing view to have a good balance of opinions... I'll end by saying that a man who is head over heels in love with his girlfriend is usually the last person to notice that she is cheating on him... #Selah... 14 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:36am On Jul 03 |
Ginalex: I love the fact that you're specific in what you want to learn, stock valuation. Many of the books on this subject are very advanced and for professionals. The best and most simplified reading I've ever done on valuation is from a little known book by Mohnish Pabrai called "Mosaic". The book is out of print but is available for free on his website. I'll post a link to the chapter on valuation below. I hope it helps give you a foundation you can build on with other materials. Cheers. https://www.chaiwithpabrai.com/uploads/5/5/1/3/55139655/intrinsic_value.pdf 9 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:59am On Jun 29 |
It's funny how people focus on the price a company is selling at (watching its every squiggle up or down) without ever thinking about the value they are getting or rejecting when they buy or decide against buying the company... If all the listed companies were actual persons, would we be proud to call some of them our friends or brothers or family? Anyway, we all are playing different games and running different races... Eku investing oh... 12 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:13am On Jun 21 |
nosa2: Welcome back Oga Nosa... For newbies who would like to know Oga Nosa better, you can listen to my conversation with him on my podcast... Solid oga he is indeed... 47. Investing in commodities: A chat with Mr Peter Iyen (Nosa2) https://podcasters.spotify.com/pod/show/value-nigeria/episodes/47--Investing-in-commodities-A-chat-with-Mr-Peter-Iyen-Nosa2-e1dlsgo 7 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:20pm On May 04 |
xyrexzmanto: Check out my podcast, Value Nigeria with Ajibola, on Spotify for Podcasters: https://podcasters.spotify.com/pod/show/value-nigeria It is a great place to start your journey in financial literacy... 4 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:35pm On Apr 21 |
We welcome, as our guest, Mr. Adebayo Adebanjo (Senior Analyst, CardinalStone Securities) on this episode of the Value Nigeria Podcast. We discuss the cement manufacturers and why they are so crucial to our economy and the Nigerian Stock Market. We look at the bull and bear case for that industry and explore each player in that sector through the lens of what they are doing well at present and how they can do even better going forwards. I strongly believe that retail investors stand to gain a whole lot from this discussion with our well-versed guest. Thanks for listening and sharing... https://podcasters.spotify.com/pod/show/value-nigeria/episodes/95--A-look-at-the-Cement-Manufacturers-A-chat-with-Mr--Adebayo-Adebanjo-e2iltv8 4 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:21pm On Apr 09 |
KarlTom:For banks, forget the income statement... Focus on the balance sheet... That's where the real gold is... Compare the assets and equity of all the banks. Then look at how much profits they are generating from those assets and equity. You'll see one reason why GTCo is priced at a premium to other banks... 6 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:02pm On Mar 24 |
Mr Okwudili Egwu (SVP, Cowry Asset management LTD) returns as a guest on this new episode of the podcast for a Masterclass in Fixed Income Investing. He discusses the inflation rate, factors behind it's meteoric rise and the necessity of the rising interest rates. He also discussed the impact of the high interest rates on fixed income instruments and educated the retail investors on how to take advantage of the attractive yields in the fixed income space. Retail investors will do well to heed his advise and explore the option of investing in fixed income assets at this crucial time. https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/YWVkYjU4NmMtNzY1Zi00MjQ0LTk0OWEtMzBhYjU5YTk5NTcy?ep=14 5 Likes 1 Share
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:40pm On Mar 13 |
The return of Aig... 7 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:28am On Mar 02 |
222Martins: Transorp owns 51% of transcorp power 2 Likes 1 Share |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:55am On Mar 02 |
MUCH ADO ABOUT TRANSCORP POWER FOR SHAREHOLDERS OF TRANSCORP PLC To understand the present and predict the future (if this is possible at all), we need to understand the past. Trancorp Hotels Plc, owned by Transcorp Plc (88% and the FG 12% in 2014). They did an IPO in the same year by selling 800 million shares at N10 per share. Transcorp Hotels Plc had 7,182,000,000 issued shares. Post offer the shares outstanding was to become 7,982,000,000. Unfortunately the IPO was 52.3% subscribed. The company was thus able to raise N4,184,039,000 out of the N8billion on offer. A total of 418,403,980 ordinary shares were therefore allotted to the subscribers for a total of 1,293 applicants. This brought total shares outstanding to 7,600,403,980. In 2020, transcorp power did a RIGHTS ISSUE OF 2,659,574,468 ORDINARY SHARES OF N0.50 EACH AT N3.76 PER SHARE ON THE BASIS OF 7 NEW ORDINARY SHARE FOR EVERY 20 ORDINARY SHARES. However, only 2,642,124,511 units were taken by shareholders, signifying that the level of subscription was 99.34 per cent. The total issued and fully paid-up shares of Transcorp Hotel increased from 7,600,403,900 units to 10,242,528,411 units after the rights issue. Following all the above, Transcorps ownership of transcorp hotels dropped from 88% to 76.16%. Did any shareholder of transcorp get one unit of transcorp hotels as compensation for owning transcorp in all these gymnastics above? No! Yet someone somewhere that owns transcorp thinks he or she is going to get units of transcorp power allotted to them. I laugh in Spanish... UBA allotting shares in United capital, Africa Prudential registrars and afriland properties was a different ball game. That was a spin-off and it had a scheme of arrangement between UBA and it's shareholders agreeing to the allotment of shares. Transcorp power is a listing by introduction. Two very different things. UBA spun off business it was no longer allowed to have under its umbrella. Transcorp plc is still very much interested in keeping transcorp hotel and power under its auspices. Another case in point, when UACN plc decided to distribute it's direct holdings in UPDC REITs to it's shareholders, there was a scheme of arrangement that was made public before it was concluded. Have you seen or heard of any scheme of arrangement between transcorp plc and it's shareholders discussing a distribution of shares in Transcorp power to shareholders of transcorp plc? Transcorp plc may wake up tomorrow and decide to give out shares in its power or hospitality businesses but that's highly unlikely to happen. They are not Father Christmas. If you are a shareholder of transcorp plc, enjoy the speculative ride that this whole saga will bring and the indirect dividends you will enjoy from all the subsidiaries but it you're expecting to receive share in Transcorp power, you are on a long thing. A very long thing... (NB: Credits to Nairametrics, proshare, business post newspaper and transcorp power annual reports as the source of all the data above.) Ajibola Awolowo Value Nigeria Podcast 11 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:24am On Feb 28 |
Get ready for "Buy one, get one free" in the market once it opens today... Blood shall flow... Interesting times ahead... 5 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:05pm On Feb 18 |
In our first podcast episode of the year, we chat with Mr Atiku Audu (Head, Investment Management of a leading PFA in Nigeria). He also shares lessons from his transition into finance from engineering and why ensuring you live to fight another day may the be most essential skill for every investor. We hope you enjoy the conversation as much as we did. https://anchor.fm/value-nigeria/episodes/93--Longevity-in-investing-A-chat-with-Mr-Atiku-Audu-e2ftvhi 7 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:42pm On Feb 07 |
Continue buying rubbish companies without fundamentals... The thing your eye is looking for, you will see in excess... Companies that have sound fundamentals sef are afraid of what is about to hit them takllkless of companies without revenue, loads of retained losses etc. 4 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:42pm On Jan 30 |
OakPearl:This has been in the public space for a few days... https://nairametrics.com/2024/01/27/access-holdings-gets-regulatory-approval-to-acquire-majority-stake-in-arm-pensions/?amp=1 https://nairametrics.com/2024/01/29/a-new-horizon-for-pension-as-arm-pensions-and-access-holdings-agree-to-a-merger/?amp=1 |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:12am On Jan 30 |
stcool: Let me give you an assignment. Use a calculator to and divide the stated profit for the period by the total outstanding shares (check note 14 for the figure) and tell us what the EPS should be... Don't believe everything you see in the financial statements hook, line and sinker... Companies are not immune from making mistakes in their FS. 6 Likes 1 Share
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:49am On Jan 29 |
RichEstate: I love this line sir... Really thought provoking. Permission to copy it and quote you please? 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:42pm On Jan 15 |
In bull markets, everyone becomes an expert... Selah... 8 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:27am On Jan 09 |
New article... In it, I discuss what a mistake in investing is, how to identify your mistakes and why you should boldly make new mistakes. I hope it helps improve and refine your process. https://stocksng.com/make-new-mistakes/ 5 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:12am On Jan 07 |
bestbiz17: You might want to listen to my podcast where I break down investing and wealth building. Start from episode 1 and gradually build up your knowledge. If you have questions, ask here and you'll get answers. All the best. https://anchor.fm/value-nigeria 3 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:19pm On Dec 18, 2023 |
PuristForest:To take the discussion further, your observation that q4 is usually positive and q1 negative is probably not always true. I don't think one can safely build a strategy based off this as it is market timing in my own world. Q4 was terrible in the first 3 years on the chart and q1 was fair in the last 3 years... Any thoughts? 2 Likes |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:06pm On Dec 18, 2023 |
PuristForest: Accept my warm handshake boss... I love how you stated your case... Much respect.. 1 Like |
Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:41am On Dec 18, 2023 |
Last week, I saw an excellent post by CHIDI UZO with a beautiful chart showcasing the monthly and annual returns of NGX ASI over a 10 year period. He kindly consented to my reproducing the chart. it was thought provoking and led me to write an article about a few lessons I took away from looking at the chart. I hope you find it instructive... https://stocksng.com/lessons-from-10-years-of-market-returns/ 6 Likes
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Investment / Re: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:39pm On Dec 10, 2023 |
As a sequel to episode 69, we chat with Mr Damilare Asimiyu (Head, Investment Research, Afrinvest West Africa) about the changing landscape in the brewing industry. He passionately describes an investment thesis that showcases both the vast opportunities and the headwinds facing the industry at present. We discuss how 2022 was a breakout year for the brewers and how 2023 is a different kettle of fish. Lastly, he advices the retail investors on how to strategically profit from the brewers in this season. https://anchor.fm/value-nigeria/episodes/92--Another-look-at-the-Brewers-A-chat-with-Mr-Damilare-Asimiyu-e2d1tr5 2 Likes
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