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Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 4:10pm On Oct 25, 2019

"Investing is not about beating others at their game,it's about controlling yourself at your own game" -Benjamin Graham

"There are two kinds of people that lose money, those that know nothing and those that knows everything" - Howard Mark

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 3:54pm On Oct 25, 2019

rebekah2011:
Why should one even focus on FO again? Total, Mobil, Conoil, MRS are all struggling because NNPC is the sole importer of PMS. The only action that can save the day for them will be full deregulation which the FG is not prepared to do. Who could have thought that Guinness will be selling below N25 today?

Infact we should expect it lower in the nearest future,that is why in times like this a stock with 10% div yield or more,good/fair result, at or close to year low gives some kind of inner peace,the worst would be to chop,10 % for the,year,i dont think that is bad for a BAD year

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:00am On Oct 23, 2019

eziokwunwoko:
Goodmorning Sirs/ Mas
what is happening, companies have failed to release results till 31 oct 2019 12 midnight. Then Nov 1 2019 will determine market direction.

Today is 23/10/19 o

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 7:08pm On Oct 21, 2019

mendes911:
http://www.nse.com.ng/Financial_NewsDocs/27811_UNITED_CAPITAL_PLC_FINANCIAL_STATEMENTS_OCTOBER_2019.pdf

UCAP Q3...

Hmmm,this one back to 1.80 or below sef

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 7:52am On Oct 05, 2019

eziokwunwoko:
CONOIL @ 15.25 TODAY. IS IT A GO BUY BASED ON DIVIDEND YIELD. BOUGHT SOME TODAY.
HOPE IT WILL FALLTO N14 PLUS TO CONTINUE BUYING NEXT WEEK

I dont think,there should be any reason for you to be scared of buying conoil at this price,infact to me it's a giveaway at this price,as long as its not the only stock in your portfolio.Just keep some cash for a little 'averaging down' incase the need arises.just like peterichy said,its highly unpredictable,but its unpredictable is more on the upside than the downside from this price.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 7:20am On Oct 01, 2019

DeRuggedProf:
I pray you get money.
The guys doing accumulation here are good at what they do.
I have taken time to understand what was going on here after BBM unmasked them.
There was a day they mistakenly pushed it to N14.75, then quietly returned it to N14 and closed it there.
They never made that mistake again after that price spike.

They now make sure they split their blocks to evade upward price movement.

It went to N14.3 today cos some guys observed what was going on and moved ahead and the volume at N14 has been exhausted for now...

The pattern of accumulation tells me there is a pending announcement before year end.
The signature is on the wall....

NB: I may be very wrong. But the chart is courting Agba...

You are right prof ,infact the accumulation has actually being in batches,there was actually one around 13.50 and went on for a long time.they actually tried to keep it at that level,but natural forces of demand and supply prevailed.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 8:10am On Sep 30, 2019

RabbiDoracle:
The Greater Fool theory.

That's why i dont go near those gang, lessons learnt in the past .Buying good stocks at bargain prices is still the thing for me.though requires a lot of patience

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 11:00pm On Sep 29, 2019

Princkez:
yes my brother and if it clicks
..hmmmm

What if it goes the other way sir.

Was just wondering if all the even players in Manchester united were all strikers,or all defenders . grin

Dont mind me bro please stick to what works for you,its just that me i cannot come and die because of one stock o

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:51pm On Sep 29, 2019

pluto09:
Agba strategy to enter market in November is not to buy stocks at their lowest price........

Buy high, sell higher gang. grin

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:45pm On Sep 29, 2019

BullBearMkt:
...because the FA was bad, that's why you had the price testing the all time low. & there comes a time when it will start strengthening, range a while and later pick up

Correct sir, q1 showing some improvement,revenue up by 7.1% ,PAT also up 5.9%,q2 likely to be a major determining factor.

"Large amount of money aren't made by buying what everybody likes,they are made by buying what everybody underestimates" - Howard Mark.

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 3:45pm On Sep 29, 2019

This week will surely be interesting,am sure this kind of debates are going on elsewhere,both offline and online,this is actually giving insights to what is to come.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 3:40pm On Sep 29, 2019

Princkez:
I'm positioned in only ONE STOCK analysed by CurrentPrice

Only one

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 9:16am On Sep 28, 2019

Most cement companies have actually done well this year in terms of capital appreciation(except for Dangcem -reasons not far fetched).Even ccnn has moved from10+ to 17 just this year,though units slightly bloated now,the company is also not doing bad,with huge market dominance in African countries close to the northern region.
The amount of money pumped by the government into construction ,housing usually reflects/impacts on corresponding stocks on NSE, unlike agriculture where amount pumped into it hardly reflects on corresponding stocks, on NSE,if not livestock feeds,okomu,presco should be doing better than what we are seeing presently.

This year might actually be the "Cement year" grin

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 4:24pm On Sep 27, 2019

Hmmm. Total just doing its thing.it has finally succeeded in overtaking eterna oil on my watchlist of "Troubled stocks".oando just dey watch as the 2,dey hustle for leadership.Anyway life na turn by turn.

Not a buy/sell/hold recommendation o,just playing around with "Distressed investing".

"Some people get rich by studying artificial intelligence. Me, I make money studying natural stupidity".- Carl Ichan.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 2:07pm On Sep 27, 2019

pluto09:
A very good company that went through a tough time in recent years.
They are back on good performance....
I have been waiting at N3.55 for weeks.....

The company actually went through a lot o,but it seem to be well structured now,with subsidiaries making good profit.
Picking some units at 3.90 would not be a bad idea,one can pick more when it get to that your junction(that's if it ever gets there).looking at its close year end,buying on a scale down would actually be better,so as not to miss out.
That your junction is just like waiting for zenithbank to get to 17 in january before buying

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 12:13pm On Sep 27, 2019

Mcy56:
Vitafoam got patronage in the early trading hours. Their FYE is September.
In the last financial year, a dividend of 25k in addition with 1 for every 5 shares held was paid as dividend to shareholders.
Holders of vitafoam shares are among the shareholders in NSE......and not shellholders.

*NB: Not MH, just an observation.

Another juju stock,cant really predict what the management could do.it has been doing fairly well in recent times,supported with good numbers.Does not really have too much competitors in its sector.Has been consolidating well around 4.00,thousands lucky to pick some at 3.87.A good end of year result to send it to the skies.

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:43am On Sep 26, 2019

Coolcash1:
Access is on steroid this morning...

Cant uba just take a cue from access bank

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:42am On Sep 26, 2019

Coolcash1:
Business is harsh at the moment for Total. It is the lubricant section of the business that is doing well in terms of profitability.

The group chairman has hinted about massive job loss should the poor performance of the downstream business continue to end of the year.

We are watching.

Thanks so much, sir,i just saw a lot of accumulation at 100 some few weeks back and now its climbing up gradually,close to full bid,people don sell tire.okay lets watch wat q3 will say

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 8:22am On Sep 26, 2019

Has Total bottomed out,,Chai distressed investing seems to be tough these days o.Anyway a fair q3 should send this one to the skies

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 10:00am On Sep 24, 2019

currentprice:
Lol... i know u will definitely comment on d bold when u read it , he was talking on rat hole o, rat need other escape hole incase

no be bottom hole

You dey mind Agba ,he operates a concentrated portfolio here, but runs a diversified portfolio in z oza room,come dey confuse person here

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 6:12am On Sep 24, 2019

BullBearMkt:
...@currentprice has provided good response. Technically, it's a no go area monthly, weekly & daily.

How about "Dividendly" grin

Its been hovering around 15.25 and 15.60 for weeks,even lower before the transient bull ,thats a cool 13% div yield.though illiquid,but as for me,it will always be part of my portfolio(at least the dividend class.)
Its been relatively consistent in div payment over year.i'll still stick to the fact that Dividends dont lie.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 5:59am On Sep 24, 2019

Mcy56:
Chai! I dont understand this wise saying oooo.
Is the drop in price a pullback? It better be o. Numbers don't lie. Whosoever is offloading better stop now.
#bringbackUACNbull#

My sister the reason why people are offloading, is not far fetched.(partial profit taking),there was so much accumulation at 4.5.so people took that advantage(at least for a stock that paid 65k i guess),if you were opportuned to buy at 4.5 and sold at 8.4 thats a cool,86% ,haba , these does not happen often in bear markets, Abi na limping bull sef

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 5:49am On Sep 24, 2019

DeRuggedProf:
Diversification most times invites Dissatisfaction....

I dont think so sir,maybe you are referring to diworsefication.

I thinks there is nothing bad in sufficient diversification.,as long as you pick good stocks at bargain prices .
In a market like ours with so much uncertainties,i think sufficient diversification is appropriate.

Extreme concentration works more in advanced market, where you can beat your chest that a company would be around for several years with consistent div payment.(although,some still dissapoint- blackberry comes to mind),Most legendary investors never started with concentration,when their markets was still at the developmental stage,even the so called Warren Buffet.

Capital preservation is key and comes first,then profits can follow later.

Lets learn from our own,Oando actually looked promising then,but what is happening to it today,if only someone like ucheson had bought,about 5 -10 ,good stocks at bargain,instead of insisting on buying only oando at #21, am sure his cash would still have been preserved

"Lets learn from the mouse, a mouse never entrust its life to only one hole"

3 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 5:20am On Sep 24, 2019

Agbalowomeri:
Very funny, I remember Conoil was the very first stock I ever bought, at N140
Those analogue brokers do person strong thing, no dividend, no capital appreciation Lol
So much for diversification Lol

I dont really understand this last statement sir

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 4:31pm On Sep 19, 2019

Agbalowomeri:
My Oga, we've been through these jumping around
The reason I prefer my single or max two picks
That way my profit come in together
Could take 6 months, 1 year or 18 months
200% in two years is not a bad target Lol

Hmm,this is extreme concentration o,i respect you sir.me sha i cannot come and die because of 1 stock o, sufficient diversification makes me sleep well o grin

2 Likes

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 4:28pm On Sep 19, 2019

Mcy56:
Plz who knows the issue with fidelity, FCMB and transcorp ?
Why did they refuse to shake body during this rally despite their good numbers, fide/FCMB especially?

Simple, "Winners rotate"

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 6:26pm On Sep 18, 2019

quantity19:
HOT SALE

HALF PLOT OF LAND FOR SALE

LOCATION: UNITY ESTATE, OJODU, LAGOS.

DOCUMENT: RECIEPT AND SURVEY PLAN

ASKING PRICE: 25MILLION

CONTACT: 07065437191

Wrong timing, investors are still buying,here,you should have been here earlier, probably some few weeks back when people were dumping zenith at 16+, and gtb at 26 +, hoping to re enter in future at 12 and 18 respectively.
Anyway you can PM Agba, i guess he's the only one that still has some spare cash under his mattress here grin

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 6:12pm On Sep 18, 2019

fxuser:
chaiii
have recently added Heikin Ashi on the lower TF to avoid shake outs

Also added some heineken with 33, then sold some fcmb to buy some Dangcem.I hope am mixing the right drink sha. grin

Welcome back fxuser, you just came back at the right time

1 Like

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 8:55pm On Sep 15, 2019

Godlylifeoneart:
You do not need a fundamental or technical analyst to tell you dt oando is not a sustainable business with Wale and Boyo @ the helms. The last pre forensic audit report was damning against the management of the company. Any result being released by oando in terms of profitability and Discounted cash flow might not be the true picture. Oando as a company is swimming in 4 quadrant debts.
However, with the political connection of Wale and Oando, they might get two to three major contracts from the FGN.
Already, they have been awarded a gas pipeline contract the detail of which is not too clear in terms of execution and implementation.
https://punchng.com/2-8bn-pipeline-contract-to-oando-firm-followed-due-process-nnpc/
Promising.... Yes the company is promising, for instance, A major oil and gas discovery was recently made in one of oando (20%)joint venture with NNPC(60%) NAOC(20%) OML61.
The company also won CRUDE FOR FUEL SWAP CONTRACT FROM THE NNPC.
Putting all these together
A patient investor with good risk appetite, and ready to tie money down can go ahead and mop OANDO @..@$0.01/Share. Or N3. 8
The irony of it, most people in government are busy mopping up OANDO shares on daily basis.
I am of the view that Wale is trying to prove public opinions wrong by systematically return Oando to profitability. How he is going to do it is what no one can say due to the wrought on the ground.

Profitability. 2019e 2020e
Operating Margin (EBIT / Sales)6,89% 8,21%
Operating Leverage (Delta EBIT / Delta Sales)-8,46x
Net Margin (Net Profit / Revenue) 0 0
ROE (Net Profit / Equities) 7,00% 6,00%
CONCLUSION.... A POTENTIAL DEBT THAT MIGHT TURN TO ASSET. ONLY FOR RISK TAKER,
BE READY TO HOLD OANDO FOR 10 YRS, BY THEN THE 4 QUADRANT DEBTS OF TODAY WOULD HAVE TURNED INTO A HUGE ASSETS.

You have said it all, Atimes ,Trouble is where the big fortune lies.

Being open minded when dealing with financial markets comes with great gain.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 3:00pm On Sep 12, 2019

akinssan:
PLs where heavy volumes dey make l waka go.

Me just dey joke dey enjoy myself o.But all the same the atmosphere is looking brighter.

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 2:56pm On Sep 12, 2019

735i:
Bro, you sef see the monkey hand wey dey inside today soup abi?

Oga i dey your back o.Nothing to buy again,na siddon look we dey o.we dey wait for the matters gang to help us push the price up small.
grin

Investment › Re: Nigerian Stock Exchange Market Pick Alerts by Valueinvestor: 1:56pm On Sep 12, 2019

Oga yok,abeg please help us verify o, e be like say ya people don enter market (FPI) ?

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