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KCB @ 90 bob by end year!?!
earthvoice
#201 Posted : Monday, June 20, 2011 10:52:26 PM
Rank: Member


Joined: 1/29/2011
Posts: 257
the deal wrote:
Which Company will surpass Safaricom as EA's most profitable firm? poll here http://contrarianinvestingkenya.blogspot.com

@the deal: you shouldn't have the option to "change vote"... introduces bias! Shame on you Shame on you
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
Cde Monomotapa
#202 Posted : Tuesday, June 21, 2011 12:28:29 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
[quote=youcan'tstopusnow]KCB hogging the news for the last couple of months. Looks set to continue as they churn out product after product.
http://www.businessdaily...8/-/guhvsu/-/index.html[/quote]
Reminds u of an 08, 09, 10 EBL? Products out back to back from loans for spoons to roto tanks (tihihi).
Cde Monomotapa
#203 Posted : Tuesday, June 21, 2011 12:36:25 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.
Cde Monomotapa
#204 Posted : Tuesday, June 21, 2011 4:25:48 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.

On the otherhand, I am pleased @ CBK curtailing our shark banks by rejecting their bids on the repos last week & the latest 365 day issue. Bet they were over-bidding! Lol! Now the 91 day is coming off..good stuff Bw. Governor!!
invest0r
#205 Posted : Tuesday, June 21, 2011 9:37:26 AM
Rank: Member


Joined: 12/15/2010
Posts: 162
Cde Monomotapa wrote:
Cde Monomotapa wrote:
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.

On the otherhand, I am pleased @ CBK curtailing our shark banks by rejecting their bids on the repos last week & the latest 365 day issue. Bet they were over-bidding! Lol! Now the 91 day is coming off..good stuff Bw. Governor!!


@the deal, going 100% in one company Shame on you . Unless you are a speculator, and an extreme-risk-lover speculator in that case
the deal
#206 Posted : Tuesday, June 21, 2011 9:53:03 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.
invest0r
#207 Posted : Tuesday, June 21, 2011 10:11:20 AM
Rank: Member


Joined: 12/15/2010
Posts: 162
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Investing in all the over 50 companies is completely insane. A well diversified portfolio pays well. Having around 3 counters.
invest0r
#208 Posted : Tuesday, June 21, 2011 10:24:41 AM
Rank: Member


Joined: 12/15/2010
Posts: 162
invest0r wrote:
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Investing in all the over 50 companies is completely insane. A well diversified portfolio pays well. Having around 3 counters.


Plus 1 or 2 counters under speculative holding
earthvoice
#209 Posted : Saturday, July 02, 2011 4:21:27 AM
Rank: Member


Joined: 1/29/2011
Posts: 257
earthvoice wrote:
Posted : Friday, June 10, 2011 11:27:07 PM
Seeing that we are on the issue of speculating on future prices...

I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?...
Safaricom @4.50 (current @3.95);
Equity @28.00 (current @25.25)
KCB @28.00 (current @25.50)
KK @10.50 (current @9.70)

Think Eh?


First up is KK! (closed today at KSh 11.85, way above short-term expectation)
I wonder which one's next??? Think
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
stocksmaster
#210 Posted : Saturday, July 02, 2011 7:40:25 PM
Rank: Member


You have been a member since:: 9/26/2006
Posts: 440
Location: CENTRAL PROVINCE
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Making money in shares is all about volume.......spread too much and you may as well invest in T-Bills or Bonds.

Happy hunting




cnn
#211 Posted : Saturday, July 02, 2011 7:57:17 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,621
stocksmaster wrote:
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Making money in shares is all about volume.......spread too much and you may as well invest in T-Bills or Bonds.

Happy hunting





You can say that again,bought heavily into KK and had no doubt its time would come,almost every parameter you threw at it said buy,heck even now at 12 i will gladly top up.
invest0r
#212 Posted : Sunday, July 03, 2011 9:38:26 AM
Rank: Member


Joined: 12/15/2010
Posts: 162
cnn wrote:
stocksmaster wrote:
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Making money in shares is all about volume.......spread too much and you may as well invest in T-Bills or Bonds.

Happy hunting





You can say that again,bought heavily into KK and had no doubt its time would come,almost every parameter you threw at it said buy,heck even now at 12 i will gladly top up.


Under-diversification Shame on you

Over-diversification Shame on you

Having a well diversification is the way to go for an informed investor.

http://bucks.blogs.nytimes.com/...are-actually-collectors/

Quote:
Over- or under-diversifying your investments remains one of the classic behavioral mistakes(in investment).
Cde Monomotapa
#213 Posted : Monday, July 04, 2011 5:42:53 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
KCB getting cheaper... I might as well do something about it.
youcan'tstopusnow
#214 Posted : Monday, July 04, 2011 8:59:34 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde Monomotapa wrote:
KCB getting cheaper... I might as well do something about it.

GOD BLESS YOUR LIFE
FUNKY
#215 Posted : Monday, July 04, 2011 9:05:05 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
I guess its getting cheaper because it is one of the crook bank involved in the forex manipulation.
youcan'tstopusnow
#216 Posted : Monday, July 04, 2011 9:35:20 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
FUNKY wrote:
I guess its getting cheaper because it is one of the crook bank involved in the forex manipulation.

Laughing out loudly Laughing out loudly Laughing out loudly
GOD BLESS YOUR LIFE
Cde Monomotapa
#217 Posted : Monday, July 04, 2011 10:28:00 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
FUNKY wrote:
I guess its getting cheaper because it is one of the crook bank involved in the forex manipulation.

Laughing out loudly Laughing out loudly Laughing out loudly

All the banksters in the house!!
Cde Monomotapa
#218 Posted : Tuesday, July 12, 2011 5:55:25 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Hey folks.

I have gone back to KCB’s PBT growth momentum
for FY2010 over FY2009 - and it bloomed as follows.

Q1 – +10%
Q2 – +16%
Q3 - +23%
FY - +56% (2009:6.3B, 2010:9.8B)

Beautiful..

Thus, presuming that the same PBT growth trend can be
replicated in FY2011, especially now that all subsidiaries
are turning profitable, then come the full year 2011 this
bank will yet again record wonderful profits. (Subsidiaries
contributed a 2B loss to the group last year).

NB:KCB has kicked off 2011 with Q1 growth of 33% compared to and above Q1 2010's 10% growth.
hisah
#219 Posted : Tuesday, July 12, 2011 6:41:10 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
youcan'tstopusnow wrote:
FUNKY wrote:
I guess its getting cheaper because it is one of the crook bank involved in the forex manipulation.

Laughing out loudly Laughing out loudly Laughing out loudly

Money has no morals... If it did, earth would be paradise and there would be no need to pass on... smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#220 Posted : Tuesday, July 12, 2011 6:53:47 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
hisah wrote:
youcan'tstopusnow wrote:
FUNKY wrote:
I guess its getting cheaper because it is one of the crook bank involved in the forex manipulation.

Laughing out loudly Laughing out loudly Laughing out loudly

Money has no morals... If it did, earth would be paradise and there would be no need to pass on... smile

Laughing out loudly infact forex income is my high-light for the up-coming H1s. On the other-hand, been reading off the CBK website & the Governor is making policy changes that'll straighten up our rogue banksters esp.on arbitrage.
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