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NuttyChoky's Posts

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InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:39am On May 15, 2016
ExLaidback:
That Ren Cap analysis on first bank carried by nairametrics is beginning to seem more like a ploy by some gangsters to push the stock price down.

About NPL denominated in dollars

Or maybe I'm just consoling myself.


$$$
Book recommendation: What I learned losing a million dollars by Jim Paul & Brendan Moynihan
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:17pm On May 13, 2016
ExLaidback:
At the time I posted that question, my order of ranking for all three was:-

FBNH
UBA
FCMB

However I just couldn't understand why FBNH was doing only 3% or 4% at the time when FCMB was on full bid at 10%. So that stopped me from going for either. It's only this evening that I checked stats of the days trading and saw that of the 567,590,938 shares traded today on the NSE, 107,172,820 were of First bank. That's almost 20%! Anyway, I get now. A lot of people are scared because this FBNH dealt with plenty of us (trapped me down for like 18 months), either way if the market bull continues I know say this stock go fly
http://nairametrics.com/here-is-why-devaluation-could-be-catastrophic-for-first-bank/?utm_source=ReviveOldPost&utm_medium=social&utm_campaign=ReviveOldPost
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 3:16pm On May 13, 2016
Manonamission:
I guess he is doing it innocently without any ulterior motive.

@NuttyChoky
I really can't figure out the difference between disclosing percentage gains or losses and actual portfolio holdings/gains. But I think sticking to percentage holdings,gains,losses disclosures ensures some sanity on a thread like this. It doesn't give room for profiling and makes everyone feel more comfortable. You never can tell the effect on a starter with a portfolio value of like 50k or a money bag with value of like 200m. While the starter is in awe, the money bag is disgusted (if he thinks your purpose is show off).
shocked Gotcha...

I have actually learnt so much from this thread
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 2:39pm On May 13, 2016
JAS10:
wapco is zooming off or what? ogas in d house ur responses/views are highly and urgently needed.
My recommendation: BUY

Rationale: Cum Div (N3.00), Bonus Shares, New Line, Gas supply agreement concluded with Seven Energy
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 2:03pm On May 13, 2016
ufotty2001:
the tunder where go fire GLO network.. please as the dumping start with tigerbrand grin grin grin.. what the current price?
Abeg make una dump, I need more units
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 1:30pm On May 13, 2016
Aks:
Tigerbrands millionaire----- pls be on the alert. Some guys are doing massive dumping of the shares. You can claim your profit now.

Nb: i don't have 1 share on Tigerbrand
More like people are going out to come back in... I have come to my senses and am with Bigjay01 on this --- This bus is going to kilometer 10 grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 1:19pm On May 13, 2016
currentprice:
finding means to get out of your WAPIC abi,,,,@ 88m offer no bid,,,, you need special monkey H skills to get buyer for this one
grin

skye and fcmb yet to start,,, all road lead to the bank
I have loaded 3million units of WAPIC... That stock's days in the car park are soon over.

Those trying to get out now are JIJO people that have chopped dividends and are now trying to partake in the current boom grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:53pm On May 13, 2016
locodemy:
Good investment plan.........i wish people get you right.
Its funny that two subsidiaries (Livestock and Port paint) are 10% up today, UAC-prop (another subsidiary) is 3.75% up and the parent company (UACN) never move 0.5% sef grin grin grin

Like I said, the market must correct itself and I will wait till that day... plus 150k dividend loading in June ofcourse
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:47pm On May 13, 2016
ExLaidback:
OK thanks a lot guys. I guess the final decision still rests with me.

But @nuttychoky you say more up side for FCMB than FBNH? The FCMB sef is on full bid, only FBNH has a means of entry for now.
Look to their PBV and asset quality.
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:46pm On May 13, 2016
betcindy:
There is still room for investment for investors in fidelity bank shares. I keep saying this since last week Friday and i keep repeating it.
Hmmmm.... monkey business?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:44pm On May 13, 2016
rebekah2011:
FCMB is full bid ooooo. Closed yesterday at 1.18 and opened today at 1.23 and now at 1.29. I dont know why PZ and Unilever should be selling higher than UACN. I will still prefer to go with UBA.
I have already loaded 150k units of UACN this week... No time grin grin grin grin

Even if it is two years, the market must correct itself
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:22pm On May 13, 2016
ExLaidback:
Guys based on prevailing economic conditions and what we are seeing presently in the market, I'm a little confused here. Which would you recommend for entry presently between FBNH, FCMB and UBA. I would have gone with FBNH without hesitation but I'm not sure why FCMB is not full bid and it isn't. Your thoughts would be much appreciated.

$$$
I haven't done an analysis for UBA. But between FBNH and FCMB at today's prices I would go for FCMB reason being more upside and margin of safety
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:34am On May 13, 2016
The only problem I have now is when to sell grin grin grin grin grin

Gentlemen, how much profit is enough profit? 10% 50% 100% 600% grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 3:51pm On May 12, 2016
Princkez:
wat forces wil move it downhuh?
This people and others that think like them

http://nairametrics.com/rencap-issues-sell-rating-on-fbn-holdings-target-price-n3/
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 3:33pm On May 12, 2016
forbes30:
.....@NuttyChoky.....not according to bloomberg site...you might wanna check it out there.....
I try to do my analysis myself[img][/img]

InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 1:17pm On May 12, 2016
forbes30:
....current CURRENT P/E RATIO (TTM) of 18.90 on bloomberg and yet FCMB is on full bid no offer even after gaining over 9% in the past two days
what is going on....?....i need to understand this.....can anyone help explain....?....skye bank is still stuck at about 1.11 and yet FCMB just dey fly dey go.....
That PE ratio you quoted is wrong... based on 2015 results should be 4.91... and the PBV of 0.14 shows a huge margin of safety
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:17pm On May 12, 2016
735i:
Naa... I'm not going to be active... I'll just buy and hold dollars. I sense a sudden spike in exchange rates and an official devaluation in the coming days.
The spike is already happening because of the deregulation announcement [N325/$]

But I don't think it has the potential to be as profitable as the NSE now with all these P/BV of 0.1
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:11pm On May 12, 2016
megainvest:
Na God win. We can do it together. I hope you will know when to jump out. Nobody will tell you that!
I'm ready to join this convoy and can deploy 1m bid at N0.92k...[This conversation go better pass off camera]
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:11am On May 12, 2016
willyede:
Tigerbrand they vex anyhow grin grin grin grin
Shebi you wan sell the other day?

CoolCash1 never lied that stock is heading to Kilometer 10 (I go jump out for Kilometer 8 sha)
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:10am On May 12, 2016
DIAMOND, FCMB and TIGERHEAD doing me proud!!! grin grin grin grin


At this rate I go join Bigjay01 for TransEkulu grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 5:49pm On May 11, 2016
feelamong:
fuel Subsidy now officially removed!!

who are the major winners and loosers here?

Eternal Oil? Forte Oil? Oando?
All of the above! I wanted to position since last week when I got the gist but no more cash...

I recommend TOTAL and MON but do your DD
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 5:48pm On May 11, 2016
9free:
Abeg when will FBHN start movinghuh Which kind market be this?
FBHN go still go down first before e go come up
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 1:07pm On May 11, 2016
God bless Diamond Bank... Once I exit there, my watch has ended grin grin grin grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 10:57am On May 11, 2016
EDUECO:
They are gradually coming back to NSE!
The NSE is irresistible!
No deceive yourself o!

The bourse is only 0.05% up this morning... so if your portfolio is doing better it is thanks to your stock picking skills
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 10:43am On May 11, 2016
mercylicious:
i entered tigre@4.81 this morning with the tashere 6000 naira remaining in my account after buying unilever.
it gained another 4% on top after few secs..
Jezz! bigjay must be chilling in banana island by now.
I don tell Bigjay01 yesterday...

Anyday you are exiting sir, we need to come and enjoy merriment with you grin grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 10:32am On May 11, 2016
willyede:
i will like to have a general opinion on the best amount to sell my tigerbrand shares ?
You can sell now sir!

Disclaimer: I am hoping to buy more TIGERBRAND today at N4.81K
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 2:34pm On May 10, 2016
Today was a good day
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:51pm On May 10, 2016
If I exit FBNH today will I still get my N0.15K dividends?
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 12:47pm On May 10, 2016
Bigjay01 is the correctest fellow of this year grin grin grin

Bros invite us for the thanksgiving when you exit Tigerhead oh grin grin grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 11:17am On May 10, 2016
grin
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 4:51pm On May 09, 2016
mercylicious:
I sold my transcorp today. The stock DT closed on full bid on Friday bt started d day on shaking legs. I sold some at 1.08 and d rest at 1.12.

At all at all na him worse pass.

I regret not entering tigrebrand abi dang flour. DT stock is heading to n5.
I took advice and entered today at N4.16k (f..k it money only)... I believe if restructured properly the company should be more valuable than DANGSUGAR & Nascon
InvestmentRe: Nigerian Stock Exchange Market Pick Alerts by NuttyChoky(m): 2:38pm On May 09, 2016
Mfunkynation:
hmmmm, if na skye u no get fear enter...lol
grin grin grin grin

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