₦airaland Forum

GANDALF1:
Shhhhhhhhhhhhhh!

Cant you see that the white man has arrived the village to distribute another set of monkeys?

Caverton era has passed. We are buying only new species of monkeys now.

LordAdam16:
Rudimentary math and attention to detail is sufficient to achieve success in the markets.

-Lord

emmanuelewumi:
Don't get me wrong, high level math is good if you have the brain for it. But it won't lead to success in the stock market if you don't apply the knowledge of basic Maths with unconventional wisdom and common sense


I hardly read investment books written by professor of finance, except those written by successful fund managers

emmanuelewumi:
UBA is not on my radar. Can you assist me with the total dividend declared, dividend payout ratio, return on equity and book value of UBA.


That will assist me in giving a guestimate

Justcul:
How about gtbank? Thanks

BabsO2:
What other stocks do you see as under valued ?

emmanuelewumi:
Cash is real and not fake


Increasing dividends show confidence about the future by management.

Some of us doubt the earnings of some of the companies, we only believe the dividends.


But investors should investigate the source of the dividend payments.


Dividend should not be more than the free cash flow, in that case the dividend safety and sustainability is a suspect.

The free cash flow of one of the cement makers is N45 billion but total dividend is almost N100 billion. The company will have to get bank loans in order to pay the dividend. Management can do crazy things in order to defend their stock price, like the way Emefiele tried to defend Naira


I am of the opinion that dividend declared should not be more than 80% of the Free cash flow

emmanuelewumi:
Very good.


Hope you paid your tithe

ositadima1:
BUACEMENT fare value should be around 27 naira.

DANGCEM fare value should be around 214 naira.

WAPCO fare value should be around 32 naira. (Buy @ current price and be sure of 30% on ur money )

Harvestock01:
Automation will always eliminate some type of jobs but will always create new type of jobs both directly and indirectly.

OBAGADAFFI:
US companies with factories in all over Asia.
TSMC, FOXCONN and co are all manufacturing products for the US.

I remembered Trump was trying to force these companies back to the US, but our Liberal Socialists were shouting global warming.

Agbalowomeri:
Abi I no understand grammar again ni. Abeg which one is 36k per N2 ordinary share? Has it changed from 50kobo ordinary share?

yMcy56:
Reason is because the uploads have been going on for days with Q5 being used instead of Q4.....
You may check some of the FY documents uploaded and posted here before now to confirm........even up till early the time the issue was posted and some hours after.
....but on checking not long ago it wasn't there again.

Don't underestimate the calibre of people here Osita.

For the B part: Wow!! Your reasoning self!
What's the correlation here??
Well, to answer you, I dont! If you'd paid attn, you'll know I do my own checks and pick even when everyone is against the stock...(also do checks with recommended stocks here and follow my mind).
NAHCO for instance, if you know since when I've been following it up, you'll know it's not even a matter of 2 or 3yrs. Ask Peterichy.
(I mentioned this cos I remembered telling you to buy, so you don't relate it with your post).

yMcy56:
The concern raised above has been rectified!

This forum looks powerful o!
E be like say make person dey dey careful with postings now because powerful guys dey here.

If you dey in govt and in position of power, abeg no forget some of us oooo, we can manage contracts too.

onegentleguy:
On INTERBREW 2022 YE financial print.

Poor report... no doubt.

But just a glance at the coys SCF and BS and am already spurred with CONFIDENCE to buy more!
As I've repeatedly stated here in times past; this is even the kind of report I love to work with!
I know what is playing out in the company... and by extension, the sector.

PLS anyone who desires to exit can immediately do that, so the price can drop a bit more for value hunters.
...and I say this with all boldness.
Good a thing; the price is still within our entry call range, having dropped by only 10% from N5. (called for a buy @ N5 and below)
Quite frankly, I will be most glad to accumulate more should price drop.
...will consider it a great privilege!

Again, PLS SELL NOW if you so desire... and am saying this with all sincerity.
There are a few other coys you can buy. Everyone must not align with INTERNATIONAL BREWERIES.

I will still sell this coy and book well above triple digit % return in the mid term. You can take that to the bank. (stated my target back then)

It is well indeed.
Regards