Originally Posted by knightofdelta
I was thinking of posting this on Marketwatch but decided against it. It will be a good idea if this stays here to make things neater.
This is my New Year gift to all SMN members. You have the whole weekend to reshuffle your portfolio if you want. A large investment bank paid me for this and fortunately there was no agreement between us for me not to distribute this.
It will be a good idea to be strategically placed before the market makers take all the mispricings away.
Kudos for the work done.
Not sure of the accuracy of the EPS/PE. That of FCMB stands out! There must be some error somewhere. FCMB EPS should be >1 and the PE should definitely be less than 7.00.
Also in recommending stocks for income would have thought dividend yield will be a better yardstick rather than absolute dividend figure.
All in all, good analysis. Afribank and FCMB are realling looking attractive BUT one need to look at the FACTS behind the FIGURES. Like you said, figures don't always tell the whole story.