Paulfroshman:



As a newbie in the stock market, I have decided to consider dividend yield. I might opt for capital appreciation if there is any opportunity for that. I would be glad if you can enlighten a little on the following stocks:

● Dang Cem@172 - is it a good buy at the current price and if I choose to buy some units, will I be entitled to the Dividend Payout Come February ending?

● Zenith Bank@21.70 - is it a good buy at the current price and if I choose to buy some units, will i be entitled to the Dividend Payout Come February ending?

● Also UCAP@2.61 - Is It a good buy at the current price?

They are good, but I am neutral on the Ucap. Not a bad Stock anyway, it is a dividend paying stock

Paulfroshman:



As a newbie in the stock market, I have decided to consider dividend yield. I might opt for capital appreciation if there is any opportunity for that. I would be glad if you can enlighten a little on the following stocks:

● Dang Cem@172 - is it a good buy at the current price and if I choose to buy some units, will I be entitled to the Dividend Payout Come February ending?

● Zenith Bank@21.70 - is it a good buy at the current price and if I choose to buy some units, will i be entitled to the Dividend Payout Come February ending?

● Also UCAP@2.61 - Is It a good buy at the current price?

You will do yourself more favour by digging deeper.
Find out how much those companies paid out last year as dividend.
Take what they paid last year ,divide it by the current price and multiply by 100. That will give you the probable dividend yield for this year.

The other question is, can those companies pay what they paid last year or more?
This one is thickish and you will need to dig deeper and deeper......

As at q3 2019, you find out how much profits those companies have made compared to the previous year. Is it more or less? That will give you an idea of what might likely happen with dividend payments at the end of this year....

To broaden your knowledge about the companies, you can look at financials plus dividend history for the past 3, 5, 10 years.
Has the profits been increasing/decreasing from year to year? Ditto for the dividends.

Let me stop here for now.......

Mtn must enter sha audio!https://punchng.com/sim-card-man-sues-buharis-daughter-dss-demands-n500m/

rebekah2011:
I do not yet understand the excitement around Lafarge Africa. The repayment of loans it has made this year was down to the rights of 89b and I think about 10b from operations. The implication is that the balance of the 64b loans as at September 2019, how will they be able to pay this asap. The operating profit before tax is not robust enough to pay the loans asap. The coy has to find a way to generate more revenue than it is currently doing. However, this should not deter anyone from making money from the company as there are plenty of sentiments around it. The declining revenue should also be a source of concern to the shareholders.

The attraction for me is the restructuring......

The loan repayment is not only due to right money, the South Africa operation has been spun off which gave them the opportunity to excise about 140b third party foreign loan from their books...

A reduction of about 200b from 266b in a space of 9months is not moimoin and call for excitement!

The reduction in revenue is mainly due to the exclusion of SA operation which is a blessing in disguise. You will notice that despite the drop in revenue there is an increase in profit which signifies efficiency and that is positive....

The eps is good compared to others in the sector when you calculate the p.e from operational profits. If you now factor in the profits made from spinning off of the SA operation, that is a bomb

Also check the equity for 2018 and September 2019, that has also increased significantly

They still have some hurdles to cross but I want to believe they are on the right path..
Most of the loans in their books are now the cheap ones and can easily be managed.

Note; the SA operation has always been a drag on Larfarge since that marriage was made and it was a misadventure.

Who gave you this deep INFO? Only the known would have done that...

THE BIG SMART GUY

pluto09:




The attraction for me is the restructuring......

The loan repayment is not only due to right money, the South Africa operation has been spun off which gave them the opportunity to excise about 140b third party foreign loan from their books...

A reduction of about 200b from 266b in a space of 9months is not moimoin and call for excitement!

The reduction in revenue is mainly due to the exclusion of SA operation which is a blessing in disguise. You will notice that despite the drop in revenue there is an increase in profit which signifies efficiency and that is positive....

The eps is good compared to others in the sector when you calculate the p.e from operational profits. If you now factor in the profits made from spinning off of the SA operation, that is a bomb

Also check the equity for 2018 and September 2019, that has also increased significantly

They still have some hurdles to cross but I want to believe they are on the right path..
Most of the loans in their books are now the cheap ones and can easily be managed.

Note; the SA operation has always been a drag on Larfarge since that marriage was made and it was a misadventure.

This Wapco tale is looking interesting...

godlyguy:
I've been out of the country for almost a year NOW... The man in AsoRock made some guys RETURN to their birth COUNTRY...

I bought UACN during the day trading... I will be loading WAPCO and UCAP this morning...

THE BIG SMART GUY

MeshMpappe and company ti de o

jideflash:
This Wapco tale is looking interesting...

Tale by moonlight

I'm currently awaiting result season......im smelling some stocks with mouth watering capital gains (uacn) will churn out shocking result hence this mini bull we are experiencing so that when investors abandon it....it won't ride to zero...

I'm currently not expecting superb result from ucap, management did the damage repairs after first quarter result were released.....


I'm also not happy with FO.....After raising my hopes with #8 eps in first and second quarter they crashed it down to #4 in 3rd quarter.....who knows what will remain as eps in full year result

OakPearl:


You sound impressively battle-ready for the market with the necessary dose of patience to succeed.
For a start, look out for a bit defensive dividend paying stocks with good dvd yield and invest until you are proficient enough to dare the "undarable".
All you need is to add knowledge and wise counsel and you are good to go.
Happy investing.

Thank you.

2019 seems to have been the year of special situations (mergers and acquisitions). Money was made chiefly from deals. Anyone who manged to play just 2 of these right was made for the year.

1. Access-Diamond merger
2. Dangote flour take-over
3. CCNN-BUA cement merger
4. UACN unbundling
5. Lafarge restructruing
6. Continental Re take-over

It seems it is mainly mergers and acquisitions and deals, more than fundamentals that drives gains.


CAN ANYONE SUGGEST WHAT MIGHT BE THE TOP DEALS GOING FORWARD INTO THIS YEAR?

austinkenneth:
2019 seems to have been the year of special situations (mergers and acquisitions). Money was made chiefly from deals. Anyone who manged to play just 2 of these right was made for the year.

1. Access-Diamond merger
2. Dangote flour take-over
3. CCNN-BUA cement merger
4. UACN unbundling
5. Lafarge restructruing
6. Continental Re take-over

It seems it is mainly mergers and acquisitions and deals, more than fundamentals that drives gains.


CAN ANYONE SUGGEST WHAT MIGHT BE THE TOP DEALS GOING FORWARD INTO THIS YEAR?

Access Diamond would have been the sweetest but over analysis killed me, both from the access side and the diamond side

Dangote flour deal should teach everyone that holding stocks @ least for medium term pays especially those that are trying to clean up their houses, I can still remember someone giving analysis of how Alhaji was buying for #3 a stock that was selling for 0.80k, and in less than 5 years Olan now pays #20+ for the same stock....... No pain no gain


Currently UACN, Larfarge, FO are doing some form of house keeping


Guinness is doing same but I can't pay #30 for Guinness, I will buy towards the end of this administration, by then it must have fallen.....


Dangote Cement will Start a kind of cleanup after Jan 22 Egm

austinkenneth:
2019 seems to have been the year of special situations (mergers and acquisitions). Money was made chiefly from deals. Anyone who manged to play just 2 of these right was made for the year.

1. Access-Diamond merger
2. Dangote flour take-over
3. CCNN-BUA cement merger
4. UACN unbundling
5. Lafarge restructruing
6. Continental Re take-over

It seems it is mainly mergers and acquisitions and deals, more than fundamentals that drives gains.



CAN ANYONE SUGGEST WHAT MIGHT BE THE TOP DEALS GOING FORWARD INTO THIS YEAR?

Dangote cem is already there na - share buy back.those that bought at 140 are already smiling even before the main deal

maishai:
Access Diamond would have been the sweetest but over analysis killed me, both from the access side and the diamond side

Dangote flour deal should teach everyone that holding stocks @ least for medium term pays especially those that are trying to clean up their houses, I can still remember someone giving analysis of how Alhaji was buying for #3 a stock that was selling for 0.80k, and in less than 5 years Olan now pays #20+ for the same stock....... No pain no gain


Currently UACN, Larfarge, FO are doing some form of house keeping


Guinness is doing same but I can't pay #30 for Guinness, I will buy towards the end of this administration, by then it must have fallen.....


Dangote Cement will Start a kind of cleanup after Jan 22 Egm

Lightning does strike twice. Guinness is very unlikely to drop materially in price.

godlyguy:
I've been out of the country for almost a year NOW... The man in AsoRock made some guys RETURN to their birth COUNTRY...

I bought UACN during the day trading... I will be loading WAPCO and UCAP this morning...

THE BIG SMART GUY

wapco is also on my radar, but I'm expecting it to dance more koko below.

pluto09:



You will do yourself more favour by digging deeper.
Find out how much those companies paid out last year as dividend.
Take what they paid last year ,divide it by the current price and multiply by 100. That will give you the probable dividend yield for this year.

The other question is, can those companies pay what they paid last year or more?
This one is thickish and you will need to dig deeper and deeper......

As at q3 2019, you find out how much profits those companies have made compared to the previous year. Is it more or less? That will give you an idea of what might likely happen with dividend payments at the end of this year....

To broaden your knowledge about the companies, you can look at financials plus dividend history for the past 3, 5, 10 years.
Has the profits been increasing/decreasing from year to year? Ditto for the dividends.

Let me stop here for now.......

Only Plato and Aristotle could do all these researches. I salute sir.

Toluway:

wapco is also on my radar, but I'm expecting it to dance more koko below.

Tolu...

The least you'd see LAFARGE is it's present PRICE... I'M doing my KINGLY ENTRY today... I will keep WAPCO upwards henceforth... The MONEYBAG is here NOW

THE BIG SMART GUY

CashDiMkpa:


Lightning does strike twice. Guinness is very unlikely to drop materially in price.

Please shed more light, the floor from a #30 high is too high cos I'm a holding personality, I love my bp, the brewing sector is in pains and this administration is not giving them a listening ear.........Even Bismack Rewane has given up courting this administration,I don't see a return to good profitability, that's why I peg to buy Guiness when the bells for next election rings

pluto09:




The attraction for me is the restructuring......

The loan repayment is not only due to right money, the South Africa operation has been spun off which gave them the opportunity to excise about 140b third party foreign loan from their books...

A reduction of about 200b from 266b in a space of 9months is not moimoin and call for excitement!

The reduction in revenue is mainly due to the exclusion of SA operation which is a blessing in disguise. You will notice that despite the drop in revenue there is an increase in profit which signifies efficiency and that is positive....

The eps is good compared to others in the sector when you calculate the p.e from operational profits. If you now factor in the profits made from spinning off of the SA operation, that is a bomb

Also check the equity for 2018 and September 2019, that has also increased significantly

They still have some hurdles to cross but I want to believe they are on the right path..
Most of the loans in their books are now the cheap ones and can easily be managed.

Note; the SA operation has always been a drag on Larfarge since that marriage was made and it was a misadventure.

Thanks you for better analysis, I am buying more of WAPCO

Toluway:

wapco is also on my radar, but I'm expecting it to dance more koko below.

Which koko below again,it danced koko below for a long time some few weeks back at 13.10 now.Anyway never say never,this is nse, a little koko below will be appreciated,but take note earning season are fast approaching,so that you dont wait for too long

OakPearl:


You sound impressively battle-ready for the market with the necessary dose of patience to succeed.
For a start, look out for a bit defensive dividend paying stocks with good dvd yield and invest until you are proficient enough to dare the "undarable".
All you need is to add knowledge and wise counsel and you are good to go.
Happy investing.

Well said my brother,infact i spent most of 2019 reading,and seeking for more knowledge as regards investing,How far with your CAP I hope you still dey kampe

For those in Wapco, just console yourself with the fact that some entities bought into it while restructuring @ #44, in last 2 years.......Those buying must @ least get returns for their investment except they would be paid in kind

DaBogu:
. 88% is that not much for say someone that want to invest 100k

It's the cheapest stockbroker in NSE.

Valueinvestor:

Which koko below again,it danced koko below for a long time some few weeks back at 13.10 now.Anyway never say never,this is nse, a little koko below will be appreciated,but take note earning season are fast approaching,so that you dont wait for too long

Thanks. After selling my Flourmills and Zenith, I'm looking for a stock that hasn't gone far.

DaBogu:
. 88% is that not much for say someone that want to invest 100k

0.88% of 100k is just N 880, which is less than 1k

godlyguy:
Tolu...

The least you'd see LAFARGE is it's present PRICE... I'M doing my KINGLY ENTRY today... I will keep WAPCO upwards henceforth... The MONEYBAG is here NOW

THE BIG SMART GUY

The stock market could be very volatile and unpredictable.
While I am bullish on larfage ,it will be naive of me to think that the price cannot go below the current price.

Paulfroshman:
Bosses in the house, Is there any recommendation on good DIVIDEND paying stocks with fair current price at the moment? Thanks For Always Helping Out

You may consider fcmb too, if the price goes further down than currentprice. they're consistent with dividend payments.

godlyguy:
Tolu... The least you'd see LAFARGE is it's present PRICE... I'M doing my KINGLY ENTRY today... I will keep WAPCO upwards henceforth... The MONEYBAG is here NOW
THE BIG SMART GUY

When you're big you're large.
Weldone sir.

Oshéy, working boy. Awòn champagne casket, 10 milli nì club. No wonder Buhari chase una to Ghana & Dubai.
Wapco holders, from today na 10- 10% tins. Sàti Ràmòney is here.
Bro, I go observe how much go flow to Wapco today.
Street says that other bros never sort out EFCC completely. Na joke o.

godlyguy:
Tolu...

The least you'd see LAFARGE is it's present PRICE... I'M doing my KINGLY ENTRY today... I will keep WAPCO upwards henceforth... The MONEYBAG is here NOW

THE BIG SMART GUY

pluto09:




The attraction for me is the restructuring......

The loan repayment is not only due to right money, the South Africa operation has been spun off which gave them the opportunity to excise about 140b third party foreign loan from their books...

A reduction of about 200b from 266b in a space of 9months is not moimoin and call for excitement!

The reduction in revenue is mainly due to the exclusion of SA operation which is a blessing in disguise. You will notice that despite the drop in revenue there is an increase in profit which signifies efficiency and that is positive....

The eps is good compared to others in the sector when you calculate the p.e from operational profits. If you now factor in the profits made from spinning off of the SA operation, that is a bomb

Also check the equity for 2018 and September 2019, that has also increased significantly

They still have some hurdles to cross but I want to believe they are on the right path..
Most of the loans in their books are now the cheap ones and can easily be managed.

Note; the SA operation has always been a drag on Larfarge since that marriage was made and it was a misadventure.

Your closing paragraph in bold was what nailed their coffin then.
But dry bones are now about to rise again as you correctly inferred because they have a management team sincere and strong enough to take decisive steps in correcting what has appeared to be wrong business scheme.

austinkenneth:
2019 seems to have been the year of special situations (mergers and acquisitions). Money was made chiefly from deals. Anyone who manged to play just 2 of these right was made for the year.

1. Access-Diamond merger
2. Dangote flour take-over
3. CCNN-BUA cement merger
4. UACN unbundling
5. Lafarge restructruing
6. Continental Re take-over

It seems it is mainly mergers and acquisitions and deals, more than fundamentals that drives gains.


CAN ANYONE SUGGEST WHAT MIGHT BE THE TOP DEALS GOING FORWARD INTO THIS YEAR?

You didn't mention MTNN. That transaction made boys become men

Agbalowomeri:
MeshMpappe and company ti de o

Lol. This cracked me up.
You ehnn. Meshpips is coming for you.