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The following stocks will move this week(15-19 Nov 2010)
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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1. CfcStanbic-The listing of CFCIH is next month and theyre also making an offer for Deacons 'Mr Price' Kenya.
2. Kenya Airways-its deeply oversold and the labour court on Friday barred the staff from striking...PAT for 1H was up 66%
3. Safcom-another oversold counter i expect a response to strong 1H results.
4. EABL-Demand is unsatisfiable...which means the only way is up
5. Jubilee-Recently broke its 200 bob resistance,the charts are bullish.
Disclaimer: The post is not a BUY recommendation of the above stocks if you proceed to buy them do it at your own risk.
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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the deal wrote:1. CfcStanbic-The listing of CFCIH is next month and theyre also making an offer for Deacons 'Mr Price' Kenya.
2. Kenya Airways-its deeply oversold and the labour court on Friday barred the staff from striking...PAT for 1H was up 66%
3. Safcom-another oversold counter i expect a response to strong 1H results.
4. EABL-Demand is unsatisfiable...which means the only way is up
5. Jubilee-Recently broke its 200 bob resistance,the charts are bullish.
Disclaimer: The post is not a BUY recommendation of the above stocks if you proceed to buy them do it at your own risk. We are likely to see some activity on DTB when investors re-value the stock in view of the anticipated good FY results. There will be a slight correction of MSC stock. NIC could also witness some price upsurge. I think EABL is well priced.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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I am in total agreement about Jubilee because the 200 resistance has been broken. Plus its investments are doing pretty well Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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@Pkoli a cold 6 pack of castle lager to the cfcstanbic management for unlocking shareholder value...they're clearly teaching their E.Africans how to unlock shareholder value.
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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Unga holdings. book for dividends close in two weeks time. i am hoping for a rally. African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Veteran Joined: 6/2/2010 Posts: 1,075
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Will KPLC continue with its perpetual downward slide?
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Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi
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Co-op. Nothing great was ever achieved without enthusiasm.
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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the deal wrote:@Pkoli a cold 6 pack of castle lager to the cfcstanbic management for unlocking shareholder value...they're clearly teaching their E.Africans how to unlock shareholder value. Puhleeze! The Kenyan banks have whacked Stanbic! CFC's former peers profits have exploded... DTBK, I&M, NIC, etc... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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My 2 cents wrote:Will KPLC continue with its perpetual downward slide? with the government conversion taking palce at 207 (2% lower than where we are) i see the current price as the resisting leven on the lower side for this counter. African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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VituVingiSana wrote:the deal wrote:@Pkoli a cold 6 pack of castle lager to the cfcstanbic management for unlocking shareholder value...they're clearly teaching their E.Africans how to unlock shareholder value. Puhleeze! The Kenyan banks have whacked Stanbic! CFC's former peers profits have exploded... DTBK, I&M, NIC, etc... Truth be told. The South Africans have done ZERO for former CFC shareholders. I have been both a shareholder and customer at both the brokerage and the bank. The bank in particular has been frustrating me at every turn until I had to open an account with one of their competitors.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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mwanahisa wrote:VituVingiSana wrote:the deal wrote:@Pkoli a cold 6 pack of castle lager to the cfcstanbic management for unlocking shareholder value...they're clearly teaching their E.Africans how to unlock shareholder value. Puhleeze! The Kenyan banks have whacked Stanbic! CFC's former peers profits have exploded... DTBK, I&M, NIC, etc... Truth be told. The South Africans have done ZERO for former CFC shareholders. I have been both a shareholder and customer at both the brokerage and the bank. The bank in particular has been frustrating me at every turn until I had to open an account with one of their competitors. Uhmm it has been 2 years now and we have not seen any new listing on the NSE..thanx to the Southerners Cfc insurancr is coming nxt month....its just not empty shell...its verry profitable...income from insurance premiums was 600M up 31% during 1H 2010
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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I agree CFC Insurance Holdings is not an empty shell. However, I would disagree with you about it being very profitable - as compared to what? Both Jubilee and Panafric Insurance topped them in profitability growth.
And CFCIH PAT for the 6 months was Kshs 169 million and not 600 M. I am aware that Heritage reported 258 M while CFC Life reported 168 M. I have not quite worked out why the big difference between what CFCIH is reporting vis-a-vis the subsids even though Heritage is not fully owned. Still your figure of 600M is way off!
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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mwanahisa wrote:I agree CFC Insurance Holdings is not an empty shell. However, I would disagree with you about it being very profitable - as compared to what? Both Jubilee and Panafric Insurance topped them in profitability growth.
And CFCIH PAT for the 6 months was Kshs 169 million and not 600 M. I am aware that Heritage reported 258 M while CFC Life reported 168 M. I have not quite worked out why the big difference between what CFCIH is reporting vis-a-vis the subsids even though Heritage is not fully owned. Still your figure of 600M is way off! Lakini 600M in revenue not PAT...bdw where did u get ur numbers from? do heritage and cfc life release no's separately? i would to see them...i like liberty's strategy..do u know how much the share will go for?
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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mwanahisa wrote:VituVingiSana wrote:the deal wrote:@Pkoli a cold 6 pack of castle lager to the cfcstanbic management for unlocking shareholder value...they're clearly teaching their E.Africans how to unlock shareholder value. Puhleeze! The Kenyan banks have whacked Stanbic! CFC's former peers profits have exploded... DTBK, I&M, NIC, etc... Truth be told. The South Africans have done ZERO for former CFC shareholders. I have been both a shareholder and customer at both the brokerage and the bank. The bank in particular has been frustrating me at every turn until I had to open an account with one of their competitors. I did the same... I ran to I&M Bank & could not be happier [expect for the limited number of branches & hours]! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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mwanahisa wrote:I agree CFC Insurance Holdings is not an empty shell. However, I would disagree with you about it being very profitable - as compared to what? Both Jubilee and Panafric Insurance topped them in profitability growth.
And CFCIH PAT for the 6 months was Kshs 169 million and not 600 M. I am aware that Heritage reported 258 M while CFC Life reported 168 M. I have not quite worked out why the big difference between what CFCIH is reporting vis-a-vis the subsids even though Heritage is not fully owned. Still your figure of 600M is way off! Today, CFC traded unusually high volume. It had second highest turnover; something must be in the offing.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Rank: Chief Joined: 1/3/2007 Posts: 18,259 Location: Nairobi
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LOL... One of my 'long-terms' investments is starting to pay off... I kept my eye on the prize... and might have to wait for another 2 years but the payoff will be huge! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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CFC Insurance has gotten regulatory approval to list 515M shares by way of introduction-Bloomberg
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The following stocks will move this week(15-19 Nov 2010)
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