₦airaland Forum

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.

OakPearl:
Insider information reaching me just yesterday has it that they are about to add ARM to their acquisition spree.

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

stcool:
NGN23+B in profit with EPS NGN+2...we are going somewhere.

This one don enter my long term Keep

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.

RichEstate:
Word of God confirmed this that there'll always be poor in the land* And my advise is, DON'T LET THAT BE YOU! POSITION YOURSELF.

I love this line sir... Really thought provoking. Permission to copy it and quote you please?

In bull markets, everyone becomes an expert...

Selah...

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/

bestbiz17:
As a beginner that wants to know the NGX market, where do I learn from, what resources do I need to get, and most importantly how to stay updated. Because your discussions is looking like magic to me. (Lol) . Your responses will be appreciated. Thanks

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

PuristForest:
Q4 yields best monthly returns and Q1 the worst, means that we should prepare for the imminent bearish market in the coming months.

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?

PuristForest:
Just a few comments from the yearly matrix in the linked article, which i find quite insightful. Although i am not totally aligned with the author in certain areas, i find interesting the fact that we have had 4 consecutive bullish years from 2021, with 2020 yielding the best returns. Q4 yields best monthly returns and Q1 the worst, means that we should prepare for the imminent bearish market in the coming months.

Accept my warm handshake boss... I love how you stated your case... Much respect..

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/

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

aj8:
The FBHN trajectory makes common sense only through a bonus issuance. May be a dividend of N1.50 and a 1:4 bonus in which case a price target of N30.00-N32.00 would make sense.

Please this is not an investment advice. Hopefully an intelligent guess.

Bonus issue? Whilst doing a right issue as well. Very highly unlikely if management is sensible.

If I was a shareholder and the company did this, I would sell my shares the very next day...

ositadima1:
Before delving into the analysis, I'd like to provide some context for those unfamiliar with VWAP (Volume-Weighted Average Price). I've considered ways to scrape Morgan Capital's intraday data, but their platform's design poses challenges. Algorithmic processing of this data would be immensely beneficial, eliminating the need for constant monitoring like Mcy56's round-the-clock vigil. [

This VWAP thing you mentioned reminds me of Oga Meshpips... He used it to identify NAHCO as a winner many months ahead of fundamental analysis highlighted it to many. It was still selling below N5 when he strongly recommended it.

I hope he is doing great wherever he is...

BAMOFIN1:
Dr. Awo, welcome back Sir. Please is there a way to download these interviews on my phone so I can listen to them offline and also have them permanently. There is a similar audio cast on YouTube called 'Chat with Traders' that one can download as a audio file. Thanks for the efforts from which I have learned a lot.

Apologies for the late reply. I've only just seen your message.

It depends on the platform you listen on. If you listen via Spotify or Google podcasts, you can download an episode to listen whenever you're offline.

I hope this helps.

We are back!

We hope this insightful conversation with Mr. Arnold Dublin-Green (Chief Investment Officer, Cordros Asset Management) makes up for our absence.

We discuss "The Past, Present and Future of Fixed income Vs Equities investing". He delves deep into how retail investors can structure their portfolio to harness the possible coming shift, mistakes retail investors make and how asking yourself, "what is in my hands?" can shape your investing practice/ world view.

Thanks for listening...

https://anchor.fm/value-nigeria/episodes/91--The-past--present-and-future-of-Fixed-income-vs-Equities-A-Chat-with-Mr-Arnold-Dublin-Green-e2c43uh

Phlinx:
Thank you for advising on a book that offers strategy on how to invest in stocks that increase in value. However, it hardly answers the simple question: what makes a stock significantly rise on the NSE?

Looool...

From your answer, I'll assume you have never read either of the books.

I hope you find the answers you seek...

Cheers...

Phlinx:
But let me ask you a question that is intrinsic to every Investor/Trader:

What makes the price of a stock significantly rise?

This is the question sensible investors have been asking themselves over the ages...

For answers, read "100 baggers" by Chris Meyer and "100 to 1 in the stock market" by Thomas Phelps.

Hope this helps.

#NoShortCuts...

PETERiCHY:
BARGAIN HUNTERS TAKE NOTE!

Now we know your full name... Black tax go full your inbox and Facebook messenger... Loool...

When boys come know your address join am like this ehn, nah kidnap remain...

#JustKidding...

The impact of social media on investing cannot be overstated... there are good sides to it but there are also potential pitfalls we all need to be aware of...

In this new article, I explore how to navigate social investing responsibly...

I hope this helps someone here...

https://stocksng.com/social-investing-avoiding-the-landmines/

This Week on the Value Nigeria podcast, We have a far-reaching conversation with a behemoth in the finance Industry, Alhaji Kasimu Garba kurfi (MD/ CEO, APT Securities Limited.

We discuss his humble origin in Investing, how he and the team built APT into the giant it is today, why blockbusting deals by high networth individuals are done through his firm and how retail investors can Invest profitably. He also goes on to share areas in the market today where opportunities can still be found.

We hope both retail & institutional investors learn a thing or two from the wise words of this industry elder.

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/90--Becoming-an-industry-giant-A-chat-with-Alhaji-Kasimu-Garba-Kurfi-e29mm76

ProphetUtuocha:
The banks are enthusiastic about the new Oando. They recognize that the new Oando is now the beautiful bride and a central force in today's Nigeria.

Loooool...

Iamblessed85:
You’re up 140% already. Congrats. I’m also a one stock kinda guy. I believe that’s the fastest route to getting rich in the shortest possible time

Until the tables turn and it becomes the fastest route to gnashing of teeth...

tyllapia:
Hello the gurus in the house, I'm new to investing in the stock exchange, I have a fund of 500k doing nothing in my acct. I would love to start from somewhere. Hopefully I can be shown what it takes to start earning in the stock market.

I'm not trying to blow my own trumpet but my podcast may be a great place for you to start your journey.

Start listening from the first episode and gradually build your way to the latest episodes. The early episodes discuss the basic principles and foundation of investing which is why they are very important. Forgive the poor audio though.

I can also recommend a few books that can get you started.

It's a journey. None of the gurus you refer to learnt the trade within a year or two. Be patient with yourself. You will lose money more times than you are willing to in the early stages. This is called "paying your school fees" to the gods of investing. You'll learn and get better though.

Hope this helps.

https://anchor.fm/value-nigeria

How can I support local farmers and make a profit while investing? Agricultural commodities is the answer.

This week, we chat with Mr Stephen Taiwo and Mr Friday Okwori, both of AFEX commodity exchange about what agricultural commodities are, how it supports local farmers, risks in this asset class and how you can practically get started investing in them.

We hope this conversation enlightens you about opportunities in this asset class and it's risks Vs benefits.

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/89--Agricultural-Commodities-Trading-A-chat-with-Mr-Stephen-Taiwo-and-Mr-Friday-Okwori-e28ipds

Why are there only 4 female CEOs amongst the tier 1 & 2 banks in Nigeria? Why are there only a few women on the list of the 20 richest people in Nigeria?

Dr. Temilola Adeyemi (Senior Research Associate, Money Africa) joins the podcast this week as we discuss "Gender inequalities in wealth creation". She is passionate about financial education, expertly answers the questions above and proposes valid solutions as well.

Thanks for listening and sharing with a female friend, sister or aunt who may just need to hear this conversation.

https://anchor.fm/value-nigeria/episodes/88--Gender-inequalities-in-wealth-building-A-chat-with-Dr--Temilola-Adeyemi-e2816dj

Dr Olumide Emmanuel (author, pastor, public speaker & wealth creation expert) shares timeless wisdom acquired over decades with listeners of the podcast in this episode.

He shares what true wealth means, determining where you are & where you want to be financially, wealth creation vehicles and why he believes real estate investing is key for everyone.

I hope you learn from the chat as much as I did...

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/YmJiYTFjN2ItNDk3Zi00OGMwLWFlYTQtOTM2NmFkOTViNjFk?ep=14

New article alert...

https://stocksng.com/greed-and-fear/

ggoldmine:
Audio is very poor.

Thanks for the feedback...
You are very correct. We had some issues in the first 3 minutes of the recording after which the audio was much much better...

Kindly persevere with the first few minutes that was suboptimal.

Thanks for bearing with us...

The Nigerian market has seen a spectacular rise in share prices over the last few weeks. What has caused this and how can we invest safely and sensibly in this climate?

Find answers to these and more in our conversation with Mr Chukwuemeka Nwagwu (Capital Market Analyst, SCM Capital LTD).

Thanks for listening.

https://anchor.fm/value-nigeria/episodes/86--Investing-in-rising-markets-A-Chat-with-Mr--Chukwuemeka-Nwagwu-e2709d9

Ginalex:
Please do you have a link I can buy it from? Thank you

I'm not very sure but online book retailers can get it for you. Just check the social media handles of roving heights bookshops and chat with them. They can get it for you...

thesilentone:
Met Phil in 2019 - nice and intelligent man - very generous with his time as well.

Wow...
This is lovely...
Was this at his investing course? His podcast is also very good too...

emmanuelewumi:
MeezPat, would love to know books she could read in order to improve on her investment and stock valuation skills.

Kindly assist her with some of the books that made you better investors and traders

Rule 1 by Phil Town
5 rules of successful stock investing by Pat Dorsey

Read these 2 books and your investing will never remain the same again...

Thank me later.