₦airaland Forum

Xidget:
To see NASCON at 32 again to tey. But the good thing is that she can still be able to get in at maybe 34 - 36. Which is below her selling price, so it's a win win.

Because of small pull back, she go sell, stock way dey pay dividend, and she don tey for the stock too, why not wait small? No be so Oga Loco dey do him own Jijo, u dey loss, u go sell, so u go enter again for lower. This one na OJIJ.

We learn every day; the latest game in town is OJIJ (counter JIJO). Ginalex na you teach me this one.

ositadima1:
Because of small pull back, she go sell, stock way dey pay dividend, and she don tey for the stock too, why not wait small? No be so Oga Loco dey do him own Jijo, u dey loss, u go sell, so u go enter again for lower. This one na OJIJ.

E no bad o if she can get in today at 36 cos I think I have seen it at 36 today. Even me sef, if I had known it will pullback, I for sell at 42 and buy back today at 36 - 37. #6 is a lot o.

Xidget:
E no bad o if she can get in today at 36 cos I think I have seen it at 36 today. Even me sef, if I had known it will pullback, I for sell at 42 and buy back today at 36 - 37. #6 is a lot o.

Ok, noted.

ositadima1:
We learn every day; the latest game in town is OJIJ (counter JIJO). Ginalex na you teach me this one.

k

Xidget:
To see NASCON at 32 again to tey. But the good thing is that she can still be able to get in at maybe 34 - 36. Which is below her selling price, so it's a win win.

Na you get power to explain to Osita about my investment decision... You're too generous with your time for someone like Osita who likes to look for issues where there are none... I no kuku send am

The strategy that turned a N5 million portfolio to a N20 million portfolio in 2 years, can't turn a N50 million portfolio to a N200 million portfolio in 3 years


Modified: if the main strategy is buying low quality stocks and marketing them in order to sell at a profit

Ginalex:
Na you get power to explain to Osita about my investment decision... You're too generous with your time for someone like Osita who likes to look for issues where there are none... I no kuku send am

You know say you be celebrity to me, I dey follow your talks closely ooo, as you give heads up on NASCON na him I rush enter with my last card. I value ur talks o, no dey vex for me abeg. Na from the same place we come o, I think I been know u when u been dey primary school, but i no go talk the school.

emmaodet:
Understand how to calculate justified P/E (Price-to-Earnings) ratio using these fundamental factors.

The justified P/E ratio is a fundamental valuation metric that helps determine if a stock is fairly valued based on its growth prospects and returns. Here's how it works:

Let's use a company with these characteristics:
- Return on Equity (ROE) = 15%
- Expected Growth Rate = 8%
- Return on Invested Capital (ROIC) = 12%
- Risk-free rate = 4%
- Equity Risk Premium = 6% (market standard)

The calculation involves several steps:

1. Cost of Equity Calculation:
- Cost of Equity = Risk-free rate + Equity Risk Premium
- In our example: 4% + 6% = 10%

2. Retention Ratio:
- This is how much the company needs to retain to achieve its growth
- Retention Ratio = Growth Rate / ROE
- In our example: 8% / 15% = 53.3%

3. Payout Ratio:
- This is what's left for shareholders
- Payout Ratio = 1 - Retention Ratio
- In our example: 1 - 0.533 = 46.7%

4. Value Spread:
- This shows how much value the company creates above its cost of capital
- Value Spread = ROIC - Cost of Equity
- In our example: 12% - 10% = 2%

5. Final Justified P/E Formula:
```
Justified P/E = Payout Ratio × (1 + Growth Rate) / (Cost of Equity - Growth Rate)
```

Using our numbers:
```
Justified P/E = 0.467 × (1 + 0.08) / (0.10 - 0.08)
= 0.467 × 1.08 / 0.02
= 25.2
```

This means:
- The company's stock can justify trading at 25.2 times earnings
- If the actual P/E is below 25.2, the stock might be undervalued
- If the actual P/E is above 25.2, the stock might be overvalued

The higher justified P/E in this case is supported by:
- Healthy ROE (15%)
- Sustainable growth rate (8%)
- Positive value spread (2%)
- Reasonable payout ratio (46.7%)

As copied from Claudia

The lower the required return the higher the PE.


Try for a required return of 15%.

Return on equity of 20% and dividend pay out ratio of 50%

emmanuelewumi:
The strategy that turned a N5 million portfolio to a N20 million portfolio in 2 years, can't turn a N50 million portfolio to a N200 million portfolio in 3 years

But buy and hold presco turned 5 mulla into 20 something mulla, are u saying 50 mulla today no go turn to 200 million in 3 years? Oga no vex, I just dey ask ooo.

ositadima1:
You know say you be celebrity to me, I dey follow your talks closely ooo, as you give heads up on NASCON na him I rush enter with my last card. I value ur talks o, no dey vex for me abeg. Na from the same place we come o, I think I been know u when u been dey primary school, but i no go talk the school.

GETAT biko ... You too like to find trouble 😒😒. If you like mention the school, na you sabi

Meerahbel:
Pa Emma should write a book. I am also greatful to the WhatsApp group they created that I joined as a guest here some years back. There I met Dr Ajibola (who's podcast has greatly helped me), Ukay and the MD of Yochaa who gave me my first 1k for for using their app. The rest they say is history.

I agree with you. He has written a living book through this platform though. You have a nice investing story. I'm happy for you for being that fortunate. I've read two books recommended by Dr. Awo, and they are great too

ositadima1:
Oga Loco don market Chams tire walka, why una dey do like this na? Next bull him go come back.

I warned him about the ceiling, he no hear

Ginalex:
GETAT biko ... You too like to find trouble 😒😒. If you like mention the school, na you sabi

I am telling you nah, I know you. You know book that time, no be primary five you take enter secondary school? I fit call the school name here sef. No dey vex for me ooo, how body?

toyeoye:
Thanks for offering to help —your support is amazing! 🙌 Adding news manually to the website could create extra stress in managing updates and maintaining simplicity while automating news will add complexity to the platform. For now, sharing news via social media might be a better, more efficient option in my opinion.

What about adding projections using historical variables and maybe TA. It will help identify shares that could be bought and those that could be sold. If you can to some extent project stocks that buying them will increase shareholders values, you will draw traffic to the site, and ultimately increase the value, till you get an offer to expand the functionalities.

By the way, good work!!

My mind is telling me that mega is the one mopping omatek at less 90k in 200,000 units.
Batch by batch.

We keep watching has we are yet to know what is cooking in their kitchen.

Heishere:
I warned him about the ceiling, he no hear

X

NIDF

Q4 DIV: ₦5.05 or ₦5.50

Keep an eye on OandO...

Toluway:
You were so persistent (to a fault) about it.
Just as you warned us against insurance stocks and January bear.
I think you have a very strong personality that couldn't escape my administration. Keep riding, brother.

Oh! I was talking about Hesinme.
Sorry o. Before you start profiling me as usual.
One could easily mistake the two monikas.

KarlTom:
Keep an eye on OandO...

Bought some units today when it dipped.

How did you short, boss?

Ginalex:
Nascon sha... I did a short selling at 42-42.30 yesterday hoping to buy back if/when it dips... Wacc was 48.11 though. If I'm able to buy back at 32 at least, I should be able to recoup most of the realized loss🌚

Are insurance stocks coming back?😁

KarlTom:
Keep an eye on OandO...

Seems people are beginning to mop it up; may be the share redistribution exercise is around the corner.
More than 14m units traded.
Neither a ''buy'' nor ''sell'' advice.

CI Leasing Bonus has landed

2 for 3

megawealth01:
Wale don make plans from today sha... OANDO eh

DYOR

It seems you definitely know something about Oando;

I was hoping Oando share price will remain a bit low till next week, so that I can do another 100,000 units topup before it starts moving.

Today's movement alone dropped ₦1.2million on my two accounts.

megawealth01:
Smart Wale. I saw today's game but I won't say pim

Another pointer; that you know something going on in Oando.
Now, what is the ''pim'' going on?

ARADEL. -0.02%
CONOIL. ±
ETERNA. ±
OandO. +9.28%

Waiting for bargain entry could result in opportunity lost.
Getting stuck could result in opportunity cost.

Choose Use your opportunity kettle wisely...

KarlTom:
Waiting for bargain entry could result in opportunity lost.
Getting stuck could result in opportunity cost.

Choose Use your opportunity kettle wisely...

Apt

KarlTom:
ARADEL. -0.02%
CONOIL. -9.99%
ETERNA. +1.97%
OandO. +9.28%

Yes King, Bless and Up Up.