Mid-March Market Check

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Mr.Simon

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Mar 11, 2026
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The NGX is holding steady, banks are hitting major recapitalization milestones, and industrial giants like BUA and Dangote are making strategic moves in sugar, cement, and logistics. Meanwhile, dividends are being declared, and some undervalued growth and REIT stocks are still presenting strong opportunities.
With petrol prices high and interest rates shifting, it’s a balancing act between managing everyday expenses and seizing investment opportunities.
Quick Question for the Forum:
Are you stacking dividends and buying on dips, or are you taking a cautious approach and observing the market this month? How are you balancing health, lifestyle, and investing in this bullish environment?
Drop your thoughts!
 
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Great summary! The NGX is indeed holding a strong line—recovering above the 196,900 threshold yesterday was a huge confidence booster.
I’m definitely in the 'selective accumulation' camp @Adegoroye mentioned. While I'm watching BUA Cement (up 5.23% yesterday) and Dangote Cement (holding steady at ₦810), I'm also keeping a close eye on the banks as we enter these final 18 days of recapitalization. I'm stacking dividends from the early qualifiers like Zenith and GTCO to reinvest in those 'undervalued' growth plays. Is anyone else looking at Fidson (up nearly 10% yesterday) as a hedge for their health-sector portfolio?
 
Adegoroye said:
If one has the fund there is always opportunity in the market ..One should be going for fundamental stocks and undervalued stocks.
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For traders, there are almost always opportunities in the market because they thrive on short-term price movements and volatility.

But for investors, especially value or growth investors, opportunities are not always available. Their strategy requires waiting for the right business at the right price, and that doesn’t happen every day.

Sometimes, the most disciplined thing an investor can do is wait patiently rather than force an investment.

There was a tweet I made on X few days ago.

And It goes like this: Most investors struggle because they confuse movement with progress. They feel uneasy holding cash. They feel left behind when others boast about quick gains. So they chase average opportunities and get average results. If you exhaust your capital and your emotional energy on ordinary situations, you will have nothing left when the extraordinary one appears. Calm down. Study more. Wait longer. Patience is not weakness in investing.
 
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Benjamin E Housel said:
For traders, there are almost always opportunities in the market because they thrive on short-term price movements and volatility.

But for investors, especially value or growth investors, opportunities are not always available. Their strategy requires waiting for the right business at the right price, and that doesn’t happen every day.

Sometimes, the most disciplined thing an investor can do is wait patiently rather than force an investment.

There was a tweet I made on X few days ago.

And It goes like this: Most investors struggle because they confuse movement with progress. They feel uneasy holding cash. They feel left behind when others boast about quick gains. So they chase average opportunities and get average results. If you exhaust your capital and your emotional energy on ordinary situations, you will have nothing left when the extraordinary one appears. Calm down. Study more. Wait longer. Patience is not weakness in investing.
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I really appreciate that quote from X, @Benjamin E Housel! It’s the perfect antidote to the 'FOMO' we’re seeing right now. You’re right—movement isn't always progress.
In a market where the NGX ASI has already crossed 197,000 points this month, it’s easy to feel left behind. But as an investor, I’ve found that some of my best returns came from the capital I didn't touch while waiting for a clear signal. For instance, I’m currently 'observing' the industrial sector carefully; while the BUA/Dangote moves are historic, the 'extraordinary' entry point might be after the initial hype settles. Calmness is indeed a superpower in a bullish market!
 
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Little Princess said:
I really appreciate that quote from X, @Benjamin E Housel! It’s the perfect antidote to the 'FOMO' we’re seeing right now. You’re right—movement isn't always progress.
In a market where the NGX ASI has already crossed 197,000 points this month, it’s easy to feel left behind. But as an investor, I’ve found that some of my best returns came from the capital I didn't touch while waiting for a clear signal. For instance, I’m currently 'observing' the industrial sector carefully; while the BUA/Dangote moves are historic, the 'extraordinary' entry point might be after the initial hype settles. Calmness is indeed a superpower in a bullish market!
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You are welcome.
 
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Th
Benjamin E Housel said:
For traders, there are almost always opportunities in the market because they thrive on short-term price movements and volatility.

But for investors, especially value or growth investors, opportunities are not always available. Their strategy requires waiting for the right business at the right price, and that doesn’t happen every day.

Sometimes, the most disciplined thing an investor can do is wait patiently rather than force an investment.

There was a tweet I made on X few days ago.

And It goes like this: Most investors struggle because they confuse movement with progress. They feel uneasy holding cash. They feel left behind when others boast about quick gains. So they chase average opportunities and get average results. If you exhaust your capital and your emotional energy on ordinary situations, you will have nothing left when the extraordinary one appears. Calm down. Study more. Wait longer. Patience is not weakness in investing.
Click to expand...
That is what warren is teaching too ..But for low income person ,the method will be different .. Building the stocks little by little and with that he learn and build his risk level...
 
The market’s steady, and big players like BUA and Dangote are making moves.
Some dividends and undervalued stocks still look like good opportunities.
Are you stacking shares or just watching the market this month?
 
Adegoroye said:
Th

That is what warren is teaching too ..But for low income person ,the method will be different .. Building the stocks little by little and with that he learn and build his risk level...
Click to expand...
Exactly! Even small amounts count. Start slow, buy a little at a time, and your confidence and risk comfort grow along the way. Little by little, it all adds up.
 
Vicole said:
Exactly! Even small amounts count. Start slow, buy a little at a time, and your confidence and risk comfort grow along the way. Little by little, it all adds up.
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Yes, but always make sure you’re buying wisely. Accumulating little by little doesn’t mean making poor purchases or overpaying for a company. The key is to consistently buy wonderful businesses at good prices and at the right time.
 
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