₦airaland Forum

mikeapollo:
Possibly gunning for a bigger stake in Dangote Refinery; paying dollar dividends would greatly enhance the trading price on NGX

The time for Nigerians holding dollars is gone. The structure of the economy has changed so much that the best thing any Nigerian can do for the foreseeable future is to focus on increasing their Naira income

Streetinvestor2:
I don't know the kind neighbour hood u stay but u for do small one on one research around
Easing keke.Many are living from hand to mouth. People like u fit no dey feel am because u saved during the rainy days and have passive incomes .
Abi u no dey see the high level of jijo happening in the morning and any thing past 1pm on ngx..lol

I don't see it oh. The market had a huge rally on Monday and everything went up. The fundamentally unsound stocks/sectors are giving back those gains but the undervalued sectors seem to be holding on to the gains they made.

As to asking my neighbor about the economy, everybody (including myself) will complain that things are bad but are they really bad? it could be better but I feel I am doing better than I was two years ago. Inflation has stopped, some prices are actually coming down. My income has gone up. I mean we are not in heaven but make we no lie things are improving albeit gradually .

Streetinvestor2:
The current level of hardship in this country now has turned ngx to jijo promax..lol
Very soon it will become another betnaija platform

This is a genuine question

Is the hardship easing or worsening?

mikeapollo:
But selecting or picking maximum of 5 stocks from different sectors is no guarantee for achieving that goal;
An investor may still be able to beat the index by having more than 5 stocks. Don't you think so?

Mathematically speaking the more stocks you have the more your performance will mirror the index

mikeapollo:
Really?
What is your definition of a ''smart investor'' because every investor may have different investment goals and strategy?

An investor that plans to beat the index or benchmarks themselves against the index

SonofElElyonRet:
No bull for Japaul yet

This bull market is in its infancy. We will get to a point where people will be fighting/bribing to open a brokerage account.

When stories of people doing 5x or 10x of their money spread then the craziness will begin.

SonofElElyonRet:
Not only about PE
People are buying into the future. You'll only see higher lows from now

Na so!! Bull market don come, lets enjoy the party while it lasts. Continue to buy the future

SonofElElyonRet:
Still looking for Ellah at N6?

@EDUECO

Make una calm down. There will be a down turn and gravity will work on many stocks.

Guinness forward pe of 48? Okomu Forward PE 27? I laugh in Chinese

Lets enjoy the upward momentum for now. No need to mock until we see real fear in the market

Note that I did not mention Ellah Lakes. That one's forward PE is yet to be determined

HesInMe:
No harm, no foul. Do your thing. You're clearly a sophisticated investor.

Sometimes when we respond, we do so for the benefit of others who lack market knowledge and don't have your experience. Make dem no follow you jump blindly into the abyss without backup parachute.

Nothing like sophisticated investor oh. I just know that the consensus opinion is seldom right. So I get excited when I am going against the grain. Though I am also very cautious because sometimes I could be wrong and may not be seeing what the consensus is seeing.

If we were having this conversation on my site I would be more inclined to go into a detailed back and forth but the problem with this forum is that conversations get lost in the many messages and as such are difficult to reference. so to dey get serious conversation here dey weak me because it is hard to reference for research purposes

HesInMe:
"Paper profit" is a loose term. Better to say that non-fee bank profits are more subject to revisions than those of other operating companies. It's the nature of the business. All things being equal, N1 in Nestle profit is worth more than N1 in Zenith profit, and their shares are valued accordingly.

Look elsewhere if you still dey vex: JP Morgan, a too-big-to-fail commercial bank in the US, also trades at a discount to the S&P 500.

But me too I bought some bank shares when they dipped last year sha...

I understand your points but I don't agree. Anyway let's focus on making money

awesomeJ:
That's what the spoon is for innit??

E be like say you na serial killer

pluto09:
Banking stocks are definitely cheap but they are always underperform when it comes to capital appreciation.

Lets be watching.

Virtually every reason I have heard is based on historical conditions that no longer exist. EVERY SINGLE ONE!!!!

Oh then there is the asinine reason that banks make paper profit. Na that one off me pass

SonofElElyonRet:
"pull out the drain stopper"

Not part of the options

Raider76:
PZ is for the contrarians. Everyone says the Q2 results were disappointing yet its is gaining 10%.

I should have stuck to my guns, but then again the ETI is used the money to buy is going to outperform PZ

otokx:
If i had capital, would prefer Zenith.

Since you don't have capital and you are not in the market I advise you, for your mental health, to log out and not look at the market.

From experience I know it is very painful to know what to buy and not have money to buy

LadyCaplin:
I agree!

A little bit of red won't hurt so that I can stock up tbh

What are you looking to buy?

It's not too late to buy zenith Bank. It's also not too late to buy Ecobank (though I suspect full bid is coming very soon)

Streetinvestor2:
I won't argue on an industry i don't know how it operates. I believe we have people who know how it work.They will put mouth for the matter later. My only concern is then how do this content creators who do same thing claim the millions they make on it monthly. This is why government say they will start paying tax too.Abi this content creators claims na audio money

This is the same estimate for Very Dark Man Youtube page

$48.20 - $771.18 Estimated Daily Earnings

$1,445.96 - $23,135.40 Estimated Monthly Earnings

$17,351.55 - $277,624.80 Estimated Yearly Earnings

Estimate for Nathaniel Bassey (A pastor)

$138.00 - $2,208.03 Estimated Daily Earnings

$4,140.06 - $66,240.96 Estimated Monthly Earnings

$49,680.72 - $794,891.52 Estimated Yearly Earnings

Stock Market analysis is a very niche subject. IT WILL NEVER BE POPULAR. If you want to make money on social media start doing Gbas Gbos or religion and you will get the views and the cash.

Streetinvestor2:
It is not easy but he is not doing it for free. And is not like he prepares this companies results. He reads out things already on thr P and L tables. Then do the plus,minus, divide and multiplication of the figures. .Not looking down on his efforts oh..
The bottom line is he is cashing out from his efforts from some segment of the investment world On personal reasons I hardly click on his post..lol

There is no need to guess/argue on his earnings. You can check here

https://socialblade.com/youtube/calculator

From the site you can see that he earns

$0.12 - $1.99 Estimated Daily Earnings

$3.73 - $59.64 Estimated Monthly Earnings

$44.73 - $715.68 Estimated Yearly Earnings

Based on his video on UACN I invested and made 16%, purely based on that recommendation. I didn't do the analysis or anything like that. I woke up, saw the video and just took a punt. Look at my post history I am sure I posted about it.

That approx 16% I made after fees is several times more than the top end of his annual income.

Doing this sort of analysis for views is a service to humanity. It is certainly not cashing out.

I strongly advise him to continue though because this is the best CV any one can have (so long you know what you are talking about)

unite4real:
I love his consistency. He is actually doing a good job and it's free. You only need your data. Whether you subscribed or not, you get to listen to qualify. He earns my respect

Leave them. They think the analysis he is doing is easy. Me no go do am and give any body for free

Streetinvestor2:
Is he really giving it out for free.The guy dey make money as people dey click and watch. I believe it is monetised oh

So you think this channel will make more money from views than from taking advantage of the analysis.

You really underestimate how much people are making from the market

Streetinvestor2:
You just dey cash out from this click and watch on some people..lol

To be honest I don't know why the guy does it. The value of the content he is giving for free far exceeds what he could possibly earn from using the content or as a Job.

I suspect someone will soon offer him a job and he will stop posting.

Most Nigerian financial content creators talk rubbish but this guy knows what he is talking about (most of the time). Person go soon employ the guy

Streetinvestor2:
Shot fired..lol

I no fire shot oh.

Agbalowomeri:
7-8?
Be prepared to handover to your grandchildren

I'm curious, did access bank still touch N19?

Agbalowomeri:
I don hear from the mouth of the oracle

For me, once banking stocks start trading with earning multiple of 7-8 and or above book value, I don bounce. I become a global investor again. Venezuela will probably be looking sexy by then. Unless of course there is a crash in the consumer good sector of the market in which case I may reconsider depending on how deep the crash is

mikeapollo:
The first half of this year 2026 will be bullish due to political patronage from election campaign funds, new capital raise by insurance, banks, Dangote Refinery, Oando, etc. and the bull would continue up to the latter parts of the year.. There could be some bearish months getting near to election time i.e. first quarter of 2027. If everything goes peaceful and successful in the election, there would be massive bull throughout 2027, all things being equal.

I guess valuations don't matter

GeeKudi:
Hope you're not using Bamboo? They will send you back to the village if you are not careful.

Whats wrong with bamboo?

Abso1uteZero:
I entered the market with 800000 this morning and I’m already down 15000 LOL.

I just selected “buy now” and my cost averages are through the roof LOL.

Learning curve and all.

Thank God I started small

What did you buy?

Come on my blog lets discuss

jonnysessy:
I really hope my portfolio to reach a billion naira before i retire ( Just like Mankind in this thread )
What you could have ask me is how many units i hold in each company. Mr Emmanuelewumi's Presco units is worth more than this total portfolio. But, i am not relenting as my strategy had always been consistency. This is why my dividend improves every year ( I am a dividend investor )

N1b is less than $1m oh

Agbalowomeri:
Okay here comes the media hype

I suspect a crash will come in the later part of the year

Streetinvestor2:
It is absolutely wrong. Let the person buy at market price of the floor if 10 billion is small money. That means they are discounting it for an insider.
Why should it be so.Is it not on the floor otedola has been buying FBNH

I'm sure there is more to the deal than we are seeing right now. After all not all major shareholders would benefit from the discount and they will raise questions.

Make shareholders wait for conference calls to get more clarity

emmanuelewumi:
N10 billion is chicken change to GTB.

Insiders want to increase their holdings and they don't want to buy on the floor, probably because it will affect the stock price.

The private placement of a thing is to get over 120 million units at a cheap price

It looks wrong to me