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DrAwo's Posts

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InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:58pm On Jun 25, 2023
Today, Mr Fisayo Durojaye (General Partner, Ancestors Advisory) shares his journey in finance and transition to venture capital.

He also shares insights into the skills investors need to survive in that space such as having a long term view & ability to take losses. He also speaks openly about how retail investors interested in venture capital can access deals in that space.

I hope our conversation debunks the myth that there is easy money to be made in venture.

Enjoy the conversation.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/YTQ5MjBhZmMtNGI5MC00ZWMzLWI0NjgtZmRjYzQxYTY4NmEx?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:02am On Jun 12, 2023
How does pattern recognition impact your investing?

Learn how to apply this powerful tool to your investing practice in this new article of mine.

https://stocksng.com/pattern-recognition-in-investing/

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:31pm On Jun 11, 2023
It's no longer news that we have a new sheriff in Nigeria and that he plans sweeping changes to the monetary policy amongst many other things.

A key part of the monetary policy is the Monetary Policy Rate (MPR). What is MPR? How is it determined? What is the asymmetric corridor? What is Cash Reserve Requirement and liquidity ratio? What's it's relationship with inflation?

With the MPR presently at 18.5%, it's important for retail investors to understand it's implication on their portfolios.

Our guest on the podcast in this episode, Mr Temitope Omosuyi (investment strategy and portfolio management, Afrinvest West Africa) delves into all these and beyond. He explains these key economic concepts using simple terms and guides the retail investor against reaching for yield which can be risky.

You'll do yourself a lot of good by listening to this conversation.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/ZWJhNTRiZjItNTc1My00MzhkLWEzOWEtODIxYTM3MDY5YmZl?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:07pm On May 26, 2023
beejay1:
What book is this please?
The art of execution

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:51pm On May 26, 2023
Lion123:
I'm up 10% on my Access shares which i bought last week, but Rabbi is putting fear in my heart, and I'm seriously considering selling.
#Selah...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:25am On May 21, 2023
comatekeke:
Where can I get ACCESS HOLDINGS 2022 Annual Report pdf?
https://www.accessbankplc.com/annual-report/Access_2022_AR.pdf

You're welcome
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:19am On May 20, 2023
BabsO2:
ACCESS had EPS over the last three years of (2020, 2021 and 2022) of N2.95, N3.56 and N3.57. These numbers makes it not qualify for lowest PE based on todays closing price of N10.20

Since Access has Tier 1 capital issued. Owners of these Tier 1 capital are entitled to profits. And it will be erroneous not to somehow discount for their entitlement when calculating the EPS for access for holders of its stock traded on the NSE. grin
As Mpeace pointed out, kindly double check your numbers...

Also we need to ask why the numbers for 2022 came in that way (Ghana bond wahala). Will that continue this year? Maybe or maybe not. Excluding the Ghana write down, what would 2022 EPs have been? If gahna bonds do not raise their head again this year (hopefully not), how will 2023 EPs look like as compared with 2022 and with current price?

Answers to these questions will help one decide the direction access might be heading to.

What do you mean by tier 1 capital issued? All banks have tier 1 and 2 capital. Do you mind elaborating on what you meant.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 6:29pm On May 15, 2023
Mfunkynation:
Please are the one that wrote this article?
Yes, I wrote it...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:32pm On May 15, 2023
New article alert...

What does the raft of failed banks in America and Europe mean for Nigerian banks?

In this first in a series of articles, I pen my thoughts about where our banks are at present and if investors should fret about the ongoing "Banking Contagion".

https://stocksng.com/banking-contagion-fact-or-myth/
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:53pm On Apr 30, 2023
We host Mr Abdullateef Grillo (Investment research associate, Meristem Nigeria) on the podcast this week as we talks about the listed Telecommunication companies in Nigeria.

We discuss the rise of data, Starlinks, mobile money, funding mix for MTNN and the meteoric rise in price of Airtel Africa.

We hope you enjoy the conversation as much as we did.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/MDllODEyNjEtOWI5Yy00NTQ5LTljYTQtYjM5ZmNhZjc1ZmQ4?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:02pm On Apr 16, 2023
22.04%

That's the latest inflation figure from the NBS for March 2023

What does this mean? How is inflation rate determined? How does it relate with interest rate? What is real returns? How should the retail investor incorporate inflation in their investing?

These & more are expertly answered by Mr Robert Omotunde (Chief investing Officer, Afrinvest West Africa) in this new episode of the podcast

Thanks for listening.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/Y2E0ZmRlZDQtZTcxZS00NDFlLTk2NTctMWVkNTE4MzhiZTk3?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:31am On Apr 11, 2023
ositadima1:
grin grin

Sir, infact for those interested this is the best time to buy Caverton @0.97 and not when it starts moving up. Yes, I said it. Pls bookmark this post.
Based on mean reversion, yes! It's not far fetched that caverton may rise in price going forwards...

Everything I have said so far is based on caverton and their dividend history/ possibility of paying a high dividend for 2022. You can look back on everything I have posted on this issue so far...

My submission remains the same, caverton and predictable dividends/ high payout ratio should not be used in the same sentence. Can it happen? Of course it can. However the probability of it happening is very much slimmer than that for it not happening.

I wish everyone all the best... We all need a bit of luck whether we buy caverton or buy zenith bank...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:53am On Apr 11, 2023
ositadima1:
I don't know why you are all freaking out. It was not a buy suggestion, since their price fell by a lot, I simply said that if caverton wanted to recover somewhat they can make a strategic move by paying 20 kobo. It was a thought experiment. Maybe, they won't pay anything at all this time, but you all failed to tackle the main idea. If caverton decided to pay 20 kobo will the share value appreciate? Yes or No?
No problem boss...

Are you willing to stake 50% of your portfolio on that "if"?

Anyway, what's good for the 'Greece' may not be good for 'Uganda'...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:17am On Apr 11, 2023
ositadima1:
Yes I am new, I started investing in 2020. Most of what happened in the past can be seen on charts.

What happened in 2013?
Just to help your ministry, look at the chart below to see historic EPS and dividends paid for caverton. Even in the good times, caverton has never been generous with dividends talkless of now that things are tight...

Caverton is one of the most dangerous companies on the NGX when it comes to anticipating what dividends they'll pay. And I'm speaking from experience...

EPS. Dividend
2017 0.77 0.15
2018 1.2 0.25
2019 1.29 0.20
2020 0.35 0.1
2021 -1.28 0.00

Be careful with Caverton and dividends. What they choose to pay is what they choose to pay...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:35pm On Apr 10, 2023
ositadima1:
What's causing the commotion. Caverton paid 10 kobo in 2021, they have the capacity to pay 20 kobo. They don't necessarily need to focus on building equity since their 17 billion equity only generated around a 1 billion in profit.

By giving 75% of their profits to shareholders, the dividend yield would rise to 22% (20 kobo divided by 97 kobo).

Currently, the average yield in the market is 12%, which means that investors would push the price up to around 1.7 naira or so. It's not a rocket science, abi?
Lol...
Caverton never show you shege before...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:21am On Apr 09, 2023
YoungBuffet:
Oga, leave those people abeg, a friend was telling me how he intends growing 20m in zenith bank to 300m In next 12yrs not waiting for dividend just buy at 19 sell at 26 take the money to MMF then reinvest again when The Price is lower then finally settle down for dividend of 20m yearly na that time my closed eyes open that I needed to buckle up oo. Since he opened my eyes I have been thinking on how massive wealth can be made by being smart
Maybe you should consider changing your name... Stop disgracing my uncle...
Lol...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:06pm On Mar 26, 2023
The Team Lead, investment research and advisory, WSTC Financial Services Ltd, Mr Abdulrauf Bello is our guest on the podcast today.

We discuss why doing your due diligence before committing funds to any investment is key, his process of investment research and how retail investors can correct common investing errors they are prone to.

Thanks for listening.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/ZWYxZmNiODUtY2VmNy00N2Q0LTgwMDEtODQwYjg5NDljOWI0?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 3:35pm On Mar 22, 2023
Subsaharan:
Weldone o! Thread Chieffs. We do I even start from? I'm very interested in stock trading and the NSE but the way I de see am, Na Italian u a de speak o! help me o! where do i even begin?! Telegram or WhatsApp group link or any material to help me out, I'll be very grateful
Listening to this podcast is a good place to start...

Start from the first episode and build your knowledge gradually. Also look for good books about investing and devour them.

I hope this helps...

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw?ep=14
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:14pm On Mar 05, 2023
This week on the podcast, we have an insightful conversation with Mr. Ismail Rufai (Head, Financial & Shari'ah advisory, One17 Capital Limited) about Islamic Finance.

We discuss what it is, the guiding principles, sukuk bonds, ESG and why the principles/ practice of Islamic Finance is not only for Muslims.

I hope you learn from the conversation as I did.

NB: Apologies for the poor audio in the first 10 minutes of the conversation.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/OGZjN2FkNDAtMzlhNi00MjA5LWE3YTYtMDRhZTZkYzFiOGU4?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:04am On Feb 13, 2023
Our guest on the podcast is Mr Olaolu Boboye, head of macroeconomic, fixed income, sovereign credit research/ strategy team at CardinalStone Nigeria.

We discuss the macroeconomic highlights of 2022 and all the events that will likely shape 2023 such as rising interest rates, the general elections, subsidy and the Russia/ Ukraine war. He then shares his thoughts about how investors can profit from all the expected happenings.

I hope you enjoy the conversation as much as we did.

Thanks for listening.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/ZDI3MjA5ZDQtMWU3NS00MjMyLTk1NGEtNmQzNGRmMmExZTgz?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:46pm On Jan 29, 2023
Payunsin:
I am analysing Cadbury to buy and I find the two above results confusing. Please what is the real result position of Cadbury and is it a good buy at the current price.
No words needed...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:36am On Jan 29, 2023
I had an exciting conversation with Mr Suraj Oyewale (Senior Manager, PwC Nigeria) about the Downstream Oil sector and how the Petroleum Industry Act impacts on its players.

He spoke about lessons from his upbringing, turning disadvantages into opportunities and brought his extensive knowledge about the oil industry to bear in the conversation.

I indeed left the conversation wiser and enlightened. I look forward to adding "richer" to this list once I implement the investing ideas born from this chat.

Thanks for listening.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/ZWYxMjc3ZGYtMTExNS00YTllLTk2NDItZDg3MWY3YzFkNDE1?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 2:14pm On Jan 18, 2023
BloomingDale:
Where can I get the form to directly participate?
Kindly speak with your stockbroker or contact any asset management firm.

Check the picture below for the top 10 asset managers in the country. Any one of them should be able to help you out.

You're welcome.

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 7:26pm On Jan 15, 2023
Tohmey:
New to stock
List some recomended stock broker for me
You're welcome

https://ngxgroup.com/exchange/trade/becoming-an-investor/find-a-broker/
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 10:36pm On Jan 14, 2023
Loool...
Just a joke...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 9:33am On Jan 07, 2023
pizapato:
Yes, but better to exist when the market is high and re-enter low
You wish...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 12:32pm On Dec 26, 2022
Can your pension help you build your wealth? If so, how?

These & more were discussed with Mr. Oluwaseyi Olusanya CFA, fund manager with Stanbic IBTC. We covered the changes in the pension industry, multi-fund structure of RSA, how to get the most of your pension whilst young, voluntary contributions, tax benefits & much more.

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

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/MzdmYWJlZDEtMTk3ZS00OWM0LThhODMtNTdlNjg0N2Q5ODBl?ep=14

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 8:58am On Dec 23, 2022
thesilentone:
grin grin
The much younger Warren believed in Technical Analysis.
I agree but he unlearnt a few things along the way...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 5:57pm On Dec 22, 2022
yok:
WHICH STOCK WILL WARREN BUFFET BUY IN THIS NIGERIA MARKET?
Technical anaylysis can tell you this and we will also chip in idea from Peter Lynch too.

So look forward to pur list soon. It is an idea we have been looking at over time, so as usual expect something goid from us. We vlcan all remember our MSCI indicator then, this Warren Buffet stock list will be cool, we gave a bank that is at buying zone ro our members today, it is like a no miss pick !!!
Warren Buffett and technical analysis, in the same sentence?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 1:41pm On Dec 19, 2022
Pennystockwarri:
Good morning

Here's a rundown of what took place on the Nigerian stock market last week.

https://twitter.com/quansimodo/status/1604580689344696321?t=IExFqfJ5xrQkr3inmuJ_Tg&s=19[/quote]I know who you are!!!
Lol...
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 11:38pm On Dec 11, 2022
creategist:
Thank you Doc for this episode. Quite enlightening. Any idea the Eurobonds he mentioned towards the tail-end of the interview that is accessible to retail investors? Ran a google search without much useful results. Thanks for the consistent hardwork and knowledg-sharing via this podcast.
Thanks for the kind words and encouragement... It means a lot to us...

As per the Eurobonds, I'm not quite sure which specific Sovereigns he was referring to but I know that the yields on Nigeria's Eurobonds were as high as 12% last month. Not quite sure what it is now... See the picture below for the yields as at November.

The challenge with the Eurobonds were s that the minimum amount required to directly participate is quite prohibitive (for me, that is). It can be as high as $200,000. You can speak with the large asset management companies and I'm sure they can hook you up with them.

For little people like myself, buying an Eurobond Mutual fund is a good way to enter that sphere. The minimum amount needed to buy into such mutual funds vary depending on which firm one is speaking with. I'll advice that one shops around and one should get a firm that's willing to deal with people like us.

I hope this helps...

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by DrAwo(m): 4:44pm On Dec 11, 2022
We chat with Mr Michael Nwakalor, CFA, a professional who works with a Value Investing focused Asset Management firm this week on the podcast.

He speaks on the practical aspects of value investing, why mispricings happen, how to spot them, cognitive biases and the most important trait that retail investors need to invest profitably.

Thanks for listening.

https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy80ZWI5NzRjNC9wb2RjYXN0L3Jzcw/episode/NWNkYjQ4MTYtZjUyYS00ZTVlLWE3YjctNTI1ZmU1NTdkYzIw?ep=14

1 2 3 4 5 6 7 8 9 10 (of 15 pages)