CATEGORY: QUICKTAKES

Stock Pick: Buy, Sell or Hold? Julius Berger Plc

Stock Pick: Buy, Sell or Hold? Julius Berger Plc

Julius Berger Plc was added to my portfolio September and November 2013 based on a valuation metric I used at the time. Since then the...


Stock Pick: CAP Plc To Buy Sell or Hold?

Back in July 2013, I wrote a piece about CAP Plc and placed a ‘Sell” rating on the stock. Then the price was about...


These Are The Stocks With The Highest Returns In July So Far (1-16/7/14)

These Are The Stocks With The Highest Returns In July So Far (1-16/7/14)

If you had all of this stocks in your portfolio this month then they would have added about 18% to your portfolio growth. The...



I Didn’t Think 7Up Could Be Worth This Much….!!

I Didn’t Think 7Up Could Be Worth This Much….!!

7up was one of those stocks are included in my buy list as at March this year. Then it was trading for under N86...


STOCK PICKS: Futureview Just Recommended These Stocks For TWE June 27, 2014

Futureview Stockbrokers just recommended the following stocks picks for the week ended June 27th 2014. The report includes their valuations as well as reason...


After Declaring First Time Dividend, Is Transcorp Shares Set For Another Rally?

After Declaring First Time Dividend, Is Transcorp Shares Set For Another Rally?

If you bought Transcorp shares about 6 months ago when it was N1.8 and still hold it, that stock would be worth almost 2x that...


2 New Banks & A Registrar Joins Our Stock Picks For The Week (3/3/2014)

2 New Banks & A Registrar Joins Our Stock Picks For The Week (3/3/2014)

February was a month to forget for some investors whilst others would reflect on February and say that was the month they made their...


Is UACN Plc Overvalued or Undervalued? This Is What Our Analysis Tell Us

Is UACN Plc Overvalued or Undervalued? This Is What Our Analysis Tell Us

Gala, Swan, Dulux, Mr Biggs etc are all house hold brands in Nigeria and are owned by one company – UACN Plc. UACN Plc...


Overvalued Or Undervalued? An Attempt To Value Cadbury Nigeria Plc

Overvalued Or Undervalued? An Attempt To Value Cadbury Nigeria Plc

Cadbury Nigeria Plc share price has had a stellar year with the stock returning 144% in the last one year alone. In fact, had...


NASCON Valuation Revisited

NASCON Valuation Revisited

My recent valuation for Nascon drew some comments on a popular Stock Market forum. The comments drew my attention to the difference in “valuation”...


Equity Valuation: Is The Current Price A Good Entry For Flourmills Plc?

Equity Valuation: Is The Current Price A Good Entry For Flourmills Plc?

Flourmills Nigeria Plc is one of largest Nigerian business by operations. I have analysed their operating results severally on this blog so I won’t...


Company Valuation – NASCON Plc

Company Valuation – NASCON Plc

National Salt Company (NASCON) is engaged in the refining and marketing of salt of different grades; kitchen, table as well as importation of tomato paste....


Equity Valuation: Dangote Cement Updated

Equity Valuation: Dangote Cement Updated

  I did a review of my valuation for Dangote Cement after a reconsideration of some of my assumptions; Some believe since Dividend paid...


Equity Valuation: Is Oando Plc Share Price Cheap?

Equity Valuation: Is Oando Plc Share Price Cheap?

The share price of Oando Plc has tanked in the wake of the recent allegation that Jams Ibori has a majority stake in the...


Equity Valuation: An Attempt To Determine The Intrinsic Value Of Dangote Cement Plc

Equity Valuation: An Attempt To Determine The Intrinsic Value Of Dangote Cement Plc

Dangote Cement Plc is one of the largest companies quoted on the Nigerian Stock Exchange by market capitalisation. In fact its market cap of...


Equity Valuation: What Is A Share In Julius Berger Plc Actually Worth?

Equity Valuation: What Is A Share In Julius Berger Plc Actually Worth?

  Julius Berger Plc is a renowned construction firm in  Nigeria and has been in existence for decades. The Company has been involved in...