₦airaland Forum

codedguy1:
He needs to calm down with those long passes. Too many of them are being intercepted.

Bailly na agbero, him game dey sweet my belle.

Agree (re: Pogba + long passes), but he has been fantastic today.

No?

olabode89:
McT is playing shiit... take him off for Matic or VdB

No oooo, this set up is perfect.

Leyqute:
Shey una know say na Bailly Dey take care of 90% of all the aerial threats ?

.....and Magwaya get a bigger head

Goal!

Smellymouth:
Aston villa dey ball Sha.. Too much ginger.

Mahn, they are playing very well. We need a goal ASAP

Villa dey craze sha... dem sabi play

Fuvk you Pogba, you should have played it. Fred is never accurate with his shots.

I kinda like this set up sha.

Karleb:
All these are just excuses.

We all know if he doesn't win UCL after three attempts, he's getting sacked.

We'll be watching from this thread.

Well, 3-5 attempts make sense na. Of course any top team will hope to win the UCL in 3-5 attempts. But it doesn’t make sense to expect him to win it this season (half season).

Una wicked sha!

Karleb:
It seems you're making excuses for Poch.

Besides, Pep has won UCLs.

When was the last time Pep won the UCL? Man Utd’s greatest manager won the UCL just twice in more than 2 decades, Mou with star studded teams won UCL just twice, but Poch should win UCL in his first year at PSG, you guys did not even say that he should get to semi-final, na win make he win am.

Wow!

Happy Birthday Odunharry

Happy new year everyone.

Happy birthday Nihilist!

What is happening right now is bad business for Private Equity firms that want to take public companies private. They typically base their analysis on fundamentals. But then, the market is so overpriced that they find it difficult to offer current valuations to the shareholders of the companies (they are trying to take private).

Huge dry powder in the private markets these days due to this.

Sorry shekpites for derailing o, I just love talking about the markets.

Leyqute:
LooL.

Nitrogen too like play.

Make the new year bring us all joy and happiness and blessings !

Ibeme:
Q4 Earnings calendar will run from mid-Jan to mid-Feb. Most of the techs will be reporting start of Feb. We should already have a clue from Q1-Q3 trading reports. Do you have some names? Wouldn't a better strategy be trading these stocks from 4th Jan?

The usual ones like Salesforce, ServiceNow, Zendesk, the FAANG stocks. There are also online wholesalers/retailers/grocery stocks, since most countries have entered/will enter another lockdown, those stocks will outperform. But don't forget that you need to check if they've met or exceeded analysts' expectations in the last few months, you can then use it to forecast q4 earnings performance.

We will definitely see more momentum investing in the market with focus on tech stocks. I remember that in March when Zoom was trading at $116. I forecasted the stock to hit $250 to $300 over the next 12 months. Of course, I factored covid-19 into the analysis. Zoom is currently trading at c. $350. The intrinsic value should be maximum of $300, the extra $50 is on the back of momentum, not fundamentals.

Starting from 4th Jan won't be bad, but we don't know if a slight dip will be seen due to festivities and school fees paroles. Interestingly, January is considered one of the best months for the markets. We've seen that in recent years except the year 2016.

handelex:
Which kind wahala be this?
Na why I no go track back help you for defence, if they wan score may them score

Okay, na crude oyel

Ibeme:
If the bailouts continue, excess cash will continue to find its way to Bitcoin. How many months more of this bubble do you think we have, let boys see if they can do a quick flip. I am thinking they will continue to bailout till pandemic quiet down in summer.

Well, another cruise is expected starting maybe from 2nd week of January, because most will try to have cash at hand and in the bank because of new year celebrations and maybe school fees (if Covid-19 allows schools to re-open in January).

As long as we continue to see injection of liquidity into the system by central banks (through corporate bonds purchases, treasuries buy backs, and sustained low interest rates), and fiscal (through another round of stimulus packages between January and March, and higher recurrent expenditures vs capital expenditures in 2021 budgets due to Covid-19), the market will continue to trend upwards. Reference index is the S&P 500 though.

Another strategy is to invest in firms (e.g tech, healthcare, clean energy, retailers and wholesalers) that you believe will exceed market expectations for 2020 FY numbers. Most of them will release earnings reports in February and March, you can look to get in now and exit a few days after they release their FY 20 numbers. Market typically prices in expected performances 4-6 weeks before earnings release dates, reason I am suggesting you get in now.

Also, I would suggest that you have a target return level, try to take profit when you reach your target. Market may become quiet at some point in the middle of the new year, but I don’t see a correction anytime soon.

Nb: Not an advise to buy or sell any instrument, the sh1ts above are based on my assumptions and experience. Won’t be liable for any loss on the back of my post.

afrodoc2:
Thanks. Surviving 2020 is an achievement on its own. That year use people nostril to blow trumpet.

Yes o, 2020 na cruise, I swear. There is a movie on Netflix ‘Death to 2020’. It reminds of the major events of the year 2020.

Hopefully, things get better in 2021.

handelex:
Social media is just too wonderful, you'll definitely see someone who will type and post wetin dey mind and even express it better.
Leyqute oil dey your head. Cautious optimism ain't no mediocrity.

Coconut oyel?

Ibeme:
Man, value investing is out the window so I can't think of entering stockmarket. If you have a pension, you're in the stockmarket anyway so no need to double down by routing personal funds there. 10 years ago you value companies at a ratio to their fundamentals, nowadays any company will be valued high with little reference to their fundamentals (Net Asset Value, price-to-book ratio, price-to-earnings ratio, ROE, Gearing ratios etc) so there's a big bubble.

For example one quick valuation method we use to value non-listed companies is using the higher of their Assets-Liabilities or 7 times their yearly operating profit. For listed companies, we look at the average price-to-earnings ratio to judge if companies are being overvalued. The historic price-to-earnings ratio of all the companies in the S&P500 is around 19, but right now in 2020, the average P-E ratio in S&P is 38 which indicates share values are too high.

The question is whether Govt has the chutzpah to allow the markets correct themselves or will continue to pump in more liquidity to keep the bubble going. Na siddon look I dey on a personal level, but with the comfort of knowing that if the bubble continues indefinitely, I'm also invested in the market via pension fund.

Right now, my hard earned cash is in Eurobonds of some countries that can give me between 6-10% USD returns per annum. Also, there are mutual funds linked to those bonds such that when yields drop, prices of the bonds and the mutual funds go up. I can’t do any stock market or speculative investing right now, except the stocks I have been holding since 2-3 years ago.

U.S just released another bailout funds early this week, we would see another cruise ride by the stock market. Real estate assets are also overpriced, except maybe commercial real estate that is affected by Covid-19. Liquidity is just too much in the system right now.

This is a very good time for traders. Shey I for resume trading of instruments right now, but I don’t think I can sacrifice steady income for roller coaster income.

For anyone still interested in stocks investing right now, target clean/renewable energy stocks.

afrodoc2:
Happy New Year my people. We have already entered the new year and so far so good. May 2021 be better than 2020 for all of us.

Happy new year o. Chai, we would be among the last to enter the new year, fuvk time zone!

vanunu:
The analysis is very wrong, Nsukka cannot be above Enugu, Owerri and ABA.

Actually, I do think that Nsukka has the most millionaires and relatively the fewest population of the cities you've mentioned.

KingAlabi:
If Liverpool and city are a team you try to draw against, why aren't they title contenders ??

Are you trolling or what?

Wetin dey worry you na?

I was trying to tell you that you don't need to win games against Liverpool/City before you can be seen as a title contender.

KingAlabi:


You see why they are title contenders

I guess you are just trolling. Ferguson was always interested in beating mid-table and bottom-placed clubs. A draw was always a good result against big teams. Bottom line, if we continue to deal with the smaller clubs and try to draw games against Liverpool and/or City, we will win the league.

FlyoruB:
The methodology used to arrive at the data is suspect. Eti-Osa has Ikoyi, V.I, Lekki under it, and there's no way a Surulere can beat that in purchasing power. Also the the Ibadan over Abuja is suspect because Abuja has more high networth people. Benin, Calabar, Jos, and Abeokuta, and Asaba have higher purchasing power than some of the cities on that list.

Well, I was surprised too, but this analysis is from a reputable and global consulting firm.

Probably, there are more people in the inner parts of Eti-osa that are not really wealthy, could also be that few people own properties in Eti-Osa vs a lot of people over there are renters.

Re Ibadan vs Abuja, the latter has got a lot of suburbs though.

Overall, I believe that the population of each area/city matters for the analysis.

Newcastle dey craze o........haha

See the picture below. Business owners, this is good information. Relatively close to a Commercial DD output.

Quite interesting that within Lagos, Surulere beats Eti-osa, while Abuja is not the second top city by purchasing power. What are your thoughts?

Source: McKinsey analysis

This one is just a free and happy boy. Enjoy jare, dem bad belles go quench!

Melvyn11:
So you believe your club will finish top4 this season?

Minimum is top 4, abeg. You a Chelsea fan? Your club won’t finish top 4 this season

benji93:
Sorry ooo, wise one, but the last time i checked you need good players to win.

Yes, prior to our recent signings, we had good players plus very few exceptional ones. But OGS could not use them to do something meaningful.

handelex:
Ole is useless to have identified him as a prime target and pressured the board to sign him abi... Una still want the useless manager to win league

Haha, let him be the person handling transfers for the club. He will be useful in that department, not football management

handelex:
Amidst all these talks and arguments, make we dey remember Bruno for prayers abeg, we are one Bruno Fernandes injury away from becoming clueless again. If that guy get injury, all this title talk go disappear oo

We are where we are because of the players particularly Bruno. Let one of the key players (Rashford and/or Bruno, God forbid sha) become injured, that’s when you will see the uselessness of your manager.