₦airaland Forum

MSCI PORTFOLIO MOVEMENT- AS AT 14 SEPTEMBER 2018/GENERAL COMMENT

For Friday 14 September 2018. MSCI only had transaction, selling 63,118units of Dangote Cement.

For today expected trading range high is: 32508.70, expected low is: 32084.26. We are expecting the [b]minor [/b]bull move to continue.

By this week there is the likelihood of volatility being low in the market, thus we are likely to have a lot of consolidation movement.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.



MSCI PORTFOLIO MOVEMENT- AS AT 13 SEPTEMBER 2018/GENERAL COMMENT

Market likely to be in a range, as the selling pressure subsided yesterday.

For today expected trading range high is: 32248.48, expected low is: 31867.28. Bear strength for today is 32%.
By next week there is the likelihood of volatility being low in the market.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 13 SEPTEMBER 2018/GENERAL COMMENT

Market likely to be in a range, as the selling pressure subsided yesterday.

For today expected high is: 32248.48, expected low is: 31867.28. Bear strength for today is 32%.

By next week there is the likelihood of volatility being low in the market.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 12 SEPTEMBER 2018/GENERAL COMMENT

As expected the fund continue reviewing their portfolio, no new money coming in, just selling some holding and using the money same money to buy.

Yesterday was a huge loss day for the NSE All share index.

For today expected high is: 33039.92, expected low is: 31895.38. In terms of the strength of the bears, the temperature gauge is reading over 200%. Expected percentage loss for the day is: 2.07%.

The market has issued a sit at home order for some new funds. Opportunities will still come later. Enjoying my resting period, just watching to know when I can test the waters again.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 11 SEPTEMBER 2018/GENERAL COMMENT

MSCI is slowing down activity wise in the market, but the rate the ETF is buying Diamond is alarming. An average person is not as rich as the fund, therefore I may not be able to take the kind of risk the fund can take.

The market closed near our expected low yesterday, telling us that the market is still bearish. Thus, if the market is bearish we are also to reduce the urge to invest more money in the market. However since the market is not totally mathematics, with the jump in Brent price this morning, the All share Index at the end of the day may close at our forecasted [/b]high (but we are still in down trend, any increase in price is likely to be taken as invitation for those waiting to cut their losses.

For today expected high is: [b]33667.98, expected low is: 33172.24. In terms of the strength of the bears, the temperature gauge is reading over 100%. Expected percentage loss for the day is: 0.63%.

Yesterday was a boom day on the negative side. My portfolio went down beyond my expectation. I am not panicking yet as I expect today to be better than yesterday, courtesy of the improving oil prices (MSCI will continue playing for the oil game). Tactically I am reducing my exposure to the market.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 10 SEPTEMBER 2018/GENERAL COMMENT

Is seems the MSCI ETF is gradually slowing down. The transactions for yesterday reduced. Buy buying/selling fashion remains intact.

With the transaction from MSCI reducing, propensity for the down trend is likely to continue. My gauge is telling me that the probability of the market being bearish is about 82% the expected high and low of the day will be about: expected High – 33,885.97, expected low 33,464.92 ; the all share index[b] to decrease by about, 1.55%[/b]. These are the forecast for today, the actual closing figures will determine what is the state of the market for us to be able to know what to do. Note that this is not a class examination, it is for us to know what to plan for tomorrow. Computing these figure is not stressful, therefore I do not want to hear analysis paralysis (it is simple arithmetic, I have a set up template, just input the figures and the result shows up instantly) we will review the figures tomorrow.

Can you trust the above, again I will say that you can monitor the MSCI movement figures which we have now been doing for quite some time now and the figures have always been correct> The site to use to continue to monitor the MSCI figures given is: http://portfolios.morningstar.com/fund/holdings?t=NGE&region=usa&culture=en-US this morning the figure at the site should reflect what we saw yesterday.

My siting on the sideline continues, there is no volume to warrant my purchase for now. Although I have some stocks I have put in the market, but the price has not been hit for day. Some of us will see that one of the equities waiting to be disposed is my balance from Dangote Flour (waited for the “Mana” from Kano but which refused to fall down, Boko haram has hijacked the truck for the Mana and are guiding it from going pass the NGN8.50 range).

Wish all safety in the market, let us control our emotion, some little bounce likely to show up in October, but don’t expect the big profit that is why I continue to say ”take the small profit for now, the market is short of money”)

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data cans be verified.

maishai:
mr yok, aside msci any other major fund managers(fpi) you know of ....
pls post links

See my previous posts or google http://etfdb.com

Boss, you missed out the table.
[/quote]I did not put the table since the MSCI ETF did their usual purchase and sale.

Since you want to see the full movement. It is now attached.

MSCI PORTFOLIO MOVEMENT- AS AT 7 SEPTEMBER 2018/GENERAL COMMENT

The market is becoming the joke MSCI that says “if the white Guys are to come to Nigeria or Africa for slave trade again, there will be no resistance from people, they will offer themselves freely”. I am not happy to make this comment. The MSCI seems to be the only player in the market for now. The MSCI invested as per their current mode of interest, but Fidelity Transnscorp and increase their holding of the only Oil Company in their portfolio.

This scenario is dangerous for the market. If MSCI stops buying , the prices may drop further. However I will say the market is still good for me, serious loss recovery is going on.

We may start to see some action in the banking stock from this week.

At this point, I will go into my mathematical model (try to detect slowing momentum of the down trend) to see a good point to start buying. I am sure a good profit will come from somewhere in the market soon.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B
[b]
1. Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

2. The fund will still hold some equity, the terms of service states this. Thus no matter the condition of the market, it will not liquidate to Zero. This is an equity fund investing in the Nigeria market.

3. You cannot bear losses like the fund. The pocket of the fund is too deep. Therefore, as an individual you are not suppose to be in the market during the stock markt crash. Before or during the crash, reduce your holding.

4. If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.
[/b]

MSCI PORTFOLIO MOVEMENT- AS AT 6 SEPTEMBER 2018/GENERAL COMMENT

MSCI is just updating its portfolio, no new money coming. From looking at the movement, I can discern that the fund is just playing for oil.

I am enjoying my sit on the sideline game. I can see my losses reducing day by day.If I am asked how is market, my reply will be market not that bad. I am looking to making some good profits soon.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 4 SEPTEMBER 2018/GENERAL COMMENT

MSCI seems to be the one moving the market these days. The influence at the moment seems to have increased tremendously.

With the unstable nature of the market continuing, I am currently on the sideline until my previous losses reduced to a reasonable level (a case of not throwing good money after bad one).

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 3 SEPTEMBER 2018/GENERAL COMMENT

MSCI seems to be the major player in the recent bounce in the market. Actually the market has been very shaky, such that the upward movement will definitely be difficult to maintain. Yesterday was a period of no action by the fund.

With the fund stopping further buying, I will not be surprised if there is big drop in the all share index this week.

The indicator is telling me to slow down in committing further funds to the market.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

MSCI PORTFOLIO MOVEMENT- AS AT 30 AUGUST 2018/GENERAL COMMENT

MSCI continues with the comeback move, yesterday was for FCMB on the buying side [/b]other details are as shown below. As we know the dispensation we are, [b]the fund is likely to be nimble with the movements in the portfolio (we should not dull ourselves, take some profits if you get a good one, you need to get back your confidence). However, the portfolio seems to be improving in NAV, so the buy may be more, but if the trend changes we will know.

For the moment, the fear in the market in terms of the bearish trend should not be that high, but we should try and see what we have learnt during those fearful times.


Just a passing comment, I will still say that we should just ignore some posting entirely as some people who have not been following the trend will just make a "stray comment (like stray bullet)" for which the regular member will ask; "is this person from the moon". I say something like that yesterday when some as, who was buying Transcorp. With our "weather report- MSCI Movement", I believe we all know the major force behind the current move by Transcorp. To ascertain just add back the quantity you see on Transcorp volume for price list of 29 and 30 August 2018, MSCI must have bought over 21million units of the total. You know the rule of things total bought by a big buyer may not be reported immediately (but it will still be reported, this is not any manipulations, these are professionals that knows how to play the game). Just a digression, Davido was wearing NYSC Khaki before the orientation!!! his manager and NYSC authorities must have worked on this!!! big Guys have a way of doing there things, all I need to know is just understand the system and see how to use it to my advantage.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).

N:B
Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months. If need nay clarification on my postings,e-mail me via the forum

If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will see the various sources where the data can be verified.

alwayshigh:
Should we buy the ones they are buying?/TRANSCORP

The Fund's action is generally to guide us as to what is the trend of the market. If the fund is buying, market is good, if selling; time for us to consider scaling back. If the fund is now investing in what you have bought before, it is good the price may go higher. If the fund start selling what you are holding it is time to look at your technical analysis and see a safe place to bail out.

Looking at what the fund is doing is to be a part of our tools for analysing the market. Equally the excel sheet, I post everyday is does not show the fund's full activity, there is also need to see what is the funds portfolio current loss or profit position for the month/week. By the time the fund's is showing a loss of over 5 to 10% loss in Net asset value for the month/week (I know it is time to stay away from the market, that was the time we see all these "expect further fall in market prices message".

For example the current NAV for the fund are: for the week +ve2.12, for the month -VE4.64. Thus for the month we are just at the edge of the -ve 5% for someone like me to stop further buying or be extremely choosy in what I buy. You can check this site http://etfdb.com for some data on MSCI activities.

On what Transcorp is doing at the moment, it is expected. If it goes down again, coming back to NGN1.16 will always be a good buy. There seems to be some good demand at this point.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source

MSCI NEEDS TRANSCORP LIKE MAD- AS AT 29 AUGUST 2018/GENERAL COMMENT

MSCI seems to be back in a business-like manner, buying and selling a lot yesterday.

The fund coming back to the market is not that surprising; Oil has refused to fall, the dollar seems to be falling, thus the fear of Naira devaluation has abated as (this is my version of Secondary school economics telling me that Nigeria NSE will not fall drastically looking at the short term).

The market breadth for yesterday was bearish compared with Tuesday, but with the like of MSCI testing the market, there is hope that some people who have run away may equally want to test the market to see what will happen

I am still on the drawing board, looking at how I can reduce future bleeding in my portfolio in case the inevitable bear shows up/make good gains by increasing my average investment value per trade (this is a big issue, for many of us long time ago, due to the higher risk I will be taking ,I cannot continue wasting my time on little returns again). For now what I have observed is that 20% maximum loss before applying the brake during a bear market seems okay, thus I may have to forget the NGN20,000 loss I will suffer on NGN100,000 if need be, to avoid a bigger loss that will totally send me out of the market, if NGN100,000 become like NGN37,000 if I have bought Japaul at the highest price this year !!!. Since, I will only need to gain 25% subsequently to bear even. I want to put the era of losing anything above 30% of my portfolio behind me (it can be devastating).

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source. Also, Institutions can afford to suffer big losses without going burst compared with an individual, you cannot follow them blindly (you need to at least have some knowledge/your own plan).
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

If you are seeing this type of data on MSCI for the first time. You may need to verify the figures. Go to my previous posts, you will the various sources where the data can be verified.

SEE WHAT HELP THE UPWARD MOVE ON DIAMOND AND TRANSCORP FOR 28 AUGUST 2018/GENERAL COMMENT

The Fund is back!!! Let us enjoy this mini ride, made additional investment in Diamond, Transcorp and others. I believe the fund is now ready to pick up some opportunities.

For people like me, we are still going back to our drawing board to see how we can benefit from this bounce.

Let ignore the stone throwers please. Some people are not investing to make money nor are they interested in learning either[b] TA or FA[/b]. Let us ignore the charlatans, abusers etc. and move on to provide value in whatever area we could to this forum, for me I will not be distracted as long as I know that I am providing value to others.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 27 AUGUST 2018/GENERAL COMMENT

The Fund is still operating on “safe mode”. The market breadth was good although the all share index closed slightly lower.

Yesterday was another fairly good day. It as if the mini bull we are expecting is showing up little by little.

Time to start testing the waters in terms of averaging down; if I am to look at the market, I will go with that stock that showed divergence last week and now the upward bounce is now confirmed. We need to be mindful of the fact that taking small profit may be good at this moment, at least to build up our confidence again.

For some stock resistance is not too far from the current level, Transcorp has been trying to go above the NGN1.20 for quite some time, don’t panic if the price slow down around this zone (is like a traffic jam area, you as individual is left to decide what to do here).

The Markets is still in down trend, let us be mindful of this and not look for extremely large gains. Volume is yet to return to the normal level, the big bear is sleeping now.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 24 AUGUST 2018/GENERAL COMMENT

The Fund is still telling us “Nigerians your faith is in your hand, we are sitting on the sideline, but ready to continue moving our capital at the sign of further threat to our investment”.[/b]For Friday, the fund stayed idle!!!

[b]Last week was not that bad; for a portfolio like mine there was no gain no loss.

This week I am expecting what happened last week to continue, in terms of us being able to recoup some of our losses. I see some money trying to enter the market. Crude price is still giving some hope for Nigeria.

My sideline action still continues. I give kudos to the members of these forum that were able to restrain themselves from further buying of loss making equities, I can see that the right quarters are noticing that the “Mumu of the local investors is coming to an end”. We are able to indirectly tell the powers that be that we are not happy, by not committing more funds to the market.

Finally for today, I will say expect a slightly better week for our portfolios this week. Again, I will say it is not yet time for buying, let the demand for equities pick up a little!!!


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 23 AUGUST 2018/GENERAL COMMENT

The Fund has now left our faith in our hands no movement in the fund’s position for 23 August 2018.

For some portfolios, yesterday was not that bad; at least on my side the bleeding was minimal.

We still keep our hand folded watching the market. No temptation to buy immediately until at least the sleeping market start waking up.


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 20 AUGUST 2018/GENERAL MARKET COMMENT

In line with the recent trend there was no movement in the fund’s position for 20 August 2018.

There seems to be some divergence in the short time frame on the all share index and some few equities like FCMB. There is the probability for a small bounce soon.[/b]Crude Oil seem not to be doing badly this week, at least this [b]will reduce the cloudy storm at least for now.

Still staying on the sideline.


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 17 AUGUST 2018/GENERAL COMMENT

No trade by the fund on 17 August 2018. Still in my relaxing mood. No hurry to buy anything.

This market has sent many of us back to the drawing board; I am looking at how to recover after a big loss. One of the lessons points to consider is to stop further buying, go and look at those things you have bought, at what point did I you get into the market to buy those loss making equities.

Then look at how you can prevent buying at those loss making points in the future. To prevent buying at those wrong points, you may need to have a trading plan or rule. For me one of such rules will be never to buy a stock with negative shareholders fund or is just coming out of negative shareholders’ fund position, takes a lot of effort to recover from such catastrophic situations (John Holt, Cadbury etc). If at all I get into those stocks, I know I am just in on a short term basis!!!

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who doubts the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI MOVEMENT FOR 16 AUGUST2018/GENERAL COMMENT

Clean slate maintained by the fun for 16 August 2018. Let us relax. Market will always be there. For now there should be no temptation that should be pushing us to throw good money after bad money.

For me I am selling more equities, especially those at the fringes. I see that better opportunities will come later. My new money is not for the market as at now. The chart below is telling us that the market want to go down further. I feel for everybody, and the best good I feel I can do is to continue to sound the[b] “stay out of market for now bell” if you buy now, who will pay you higher price to make gain? For example, I don’t know the price you bought transcorp, NGN1.20 is now resistance (many people will sell at this price anytime price gets there!!! )
[/b]
Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.
N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 15 AUG 2018/GENERAL COMMENT

Fund’s selling continues with Transcorp and Oando for 15 August 2018.

I am not interested in putting any money in the market this moment, just waiting on the sideline.

There is blood on the street, no respite in sight yet.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 14 AUG 2018/GENERAL COMMENT

All the equities in the fund’s portfolio got the selling touch yesterday 14 August 2018. The bell has been ringing long enough, “time to slow down on buying equities”.

At this point, we need to caution ourselves, in the quest just to make any profit do not be tempted to fill your portfolio with [b]“mom and pop” companies,[/b] they can be very unstable. If there are no good opportunities stay out!!! If you want to test this staying away from the market just check cumulatively how much you have lost in your portfolio (I did mine yesterday), it will amount to a tidy sum. Therefore, stop further buying till market improves. As long as you still visit the forum, you will know when this will happen.

I am not interested in putting any money in the market this moment.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.
Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 13 AUG 2018/GENERAL COMMENT

MSCI Nigeria maintained a clean slate again for 13 August 2018. T[b]he critical point again will be last week in September when FOMC (in USA) will decide whether to raise rates or not. If rate is raised dollar may rise in value against other currencies. [/b]

The good thing is that oil although slightly down, is not collapsing. This has been supporting our market. Market breadth is still negative.

I am not interested in putting any money in the market this moment in time. I see no good opportunity yet. There is too much ark cloud hanging over the market.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 10 AUG 2018/GENERAL COMMENT

Surprisingly MSCI-Nigeria still maintained a clean slate on 10th August 2018, despite the huge negative drop in the All-share index. This is a pointer that the market will still move lower before we can see any respite.

There seems to be many shares looking for buyers. For some equities, which seems low, support is about to become resistance. If you, mistakenly buy now and the price reduces, this price you have bought will be the prices others who may buy lower will be selling!!!

Let us see what the week will offer, any support in sight is not likely to show in view of the high gear selling that is ready to break the closest support on sight, let us see if the 34,892 point will hold.

I am not interested in putting ant money in the market this moment in time. I see no good opportunity.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

MSCI- NIGERIA MOVEMENT FOR 9 AUG 2018/GENERAL COMMENT

MSCI-Nigeria maintained a clean slate for 9th August 2018, [/b]the fund is still in “safe mode”.

Now it seems the [b]more Indigenous market participants have joined the “safe mode”. The volume in the market as it is currently is on the lower side. Expect the downward slide to continue, although at a slower rate (no people in the market to push prices, but the day our MSCI friends sell expect good movement to the downside).

Personally, I am still staying on the sideline, some equities are now at extreme low prices, but lack of buyer is their bane, thus they may fall further (just like Oil producer and world market price, if cost of production in Nigeria is NGN50 and world price of oil is NGN40, oil companies will make losses). If fundamental is good no buyer, the seller needs money price must fall, no story.

But once the all share index is in the middle/lower 35,000 there may be a small bounce. Let us fold our arms and see.


Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.
Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may

MSCI- NIGERIA MOVEMENT FOR 8 AUG 2018/GENERAL COMMENT

MSCI-Nigeria seems to be carting away the money. Gradually the market is breaking new grounds in the bear trend. For 8th August, the fund is still in safe mode”.

Personally, I am still staying on the sideline, watching like an eagle as to which stock to sell. But once the all share index is in the middle/lower 35,000 there may be a small bounce.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 7 AUG 2018/GENERAL COMMENT

MSCI-Nigeria for yesterday 7 August 2018, sold some equities, quantity was small:

DANGOTE CEMENT PLC- 38,380
Flour Mills- 181,373
Guinness- 92,870 units


Personally, I am still staying on the sideline, watching like an eagle as to which stock to sell.


Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

RE: MSCI NOT UPDATING THEIR WEBSITE TO SHOW LATEST MOVEMENT IN PORTFOLIO?

We should know that MSCI- Nigeria is operated by a reputable organisation. Whatever data they have on their website can be relied upon.

They are mandated to publish their holdings/movement of their portfolio, first for the benefit of their investors (most of whom are other funds/Institutions) and then for the general public. They cannot play games with the update of their data, for which many other websites like [b]morning star [/b]are equally interested. The only exception is the fact that they can delay the reporting technically in some instances where that are making some strategic buying/selling which they do not want to disclose immediately for strategic reasons, but they do it within the ambit of the law (for this investors are not worried as the information still get updated as soon as possible), for example assume they do a cross deal just after the exchange closed, this can only be displayed the following day??

Again, on weekends, Friday's transactions will not be updated until early Sunday morning. Equally if you are picking up the information from Morning star or other websites, due to time differences around the globe for those website, what we have already seen this morning, will be updated about 2pm or the time that the American stock exchange opens.

Therefore, I have no fear in what I pick up from MSCI website, the information is to totally reliable and looking at the caliber of Investors (Institutions worldwide), using the data there is no need for any doubt. If the date is wrong, I am sure Vanguard, Morning Star, ETFB, Bloomberg etc would pick up on this.


So in conclusion depending on where you get your information from and how that website updates their date, it is possible you can get the information quite late in some instances. But for whatever, I comment on, the date is the current on as displayed on MSCI-Nigeria fund website directly (you are free to check this yourself)-morning star website is still showing Friday's movement, but later today or tomorrow morning you will see the movement I indicated now displayed- http://portfolios.morningstar.com/fund/holdings?t=NGE&region=usa&culture=en-US.

Thanks.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

MSCI- NIGERIA MOVEMENT FOR 6 AUG 2018/GENERAL COMMENT

MSCI-Nigeria opened the week with a floodgate of selling, the fund disposed an average of 2% of the asterixed holdings using the previous trading day as a base. At this junction, I have no option but to say a temporary bye-bye to further purchase of stock, till the index meet me around the 35,000 zone.

Personally, I am still staying on the sideline, watching like an eagle as to which stock to sell.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 3 AUG 2018/GENERAL COMMENT

As at Friday 3rd August 2018, MSCI fund liquidated the fixed deposit, now has some cash to play the market. Still thinking about the next move.

The All Share index for the just ended closed on the negative side at 36,499.67, when compare with the previous week’s closing figure.

Personally, I am staying on the sideline, watching like an eagle as to which stock to sell.

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.

MSCI- NIGERIA MOVEMENT FOR 2 AUG 2018/GENERAL COMMENT

2nd of August was another clean slate day, fund seems to be comfortable with the new money staying in fixed income investment.

Market entering a dull moment, time to relax again. All these temporary bulls seems not to have the strength to move the market. For the past 2 weeks, despite the fact that my portfolio is diversified, I have seen no movement. Thus for now, I am just looking for opportunity to bail out and reduce my equity investments if I see any positive movement to make a small profit. The market will still be there when there will be more positive movement in the market. I don’t want to become like the “frog” in the cooking pot, that did not jump out when the water was cold, then warm, till the water was too hot (we know what happened thereafter)!!!

Using the fund’s portfolio as a guide, “green” mean buying while “red” is selling.

Caution: This is for information purpose only. Data used are assumed to be correct. However, you may want to verify the data from an appropriate source.

N:B

Due to the fact so many new people are coming to this forum and may not know this use of following the “big monies that move markets”, I will be indicating why/how to use the information. This will be a permanent future of my post to reduce some comments which may prevent the people that understand the system from confusion by people who have not followed how this started. My comment for today for anybody who is doubting the efficacy of following the fund is to look at my recent recommendations for the past 2 months.