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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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mwekez@ji, I would consider Sasini but purely as a speculative play on their land in Ruiru and not based on the agricultural side of their business GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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QW25091985 wrote:i think we are wasting our time here with "what to buy " questions .
index is bullish just buy !!!!!!!!!!!!!!!!!!!!!!!!!!! We were down 36 points jana... GOD BLESS YOUR LIFE
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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youcan'tstopusnow wrote:QW25091985 wrote:i think we are wasting our time here with "what to buy " questions .
index is bullish just buy !!!!!!!!!!!!!!!!!!!!!!!!!!! We were down 36 points jana... sadly my favorite stocks donot know that ! they have refused to move
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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By Q3 2012 the thinking behind NBK will be proved or dis-proved. Then I'll know what to do next.
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Am also on NBK...pliz dont ask me to substantiate possunt quia posse videntur
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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youcan'tstopusnow wrote:mwekez@ji, I would consider Sasini but purely as a speculative play on their land in Ruiru and not based on the agricultural side of their business
Why not buy a company thats investing in land like centum, britak or pan african. My guess is that Kakuzi's land is already factored in the price. Life is short. Live passionately.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Sparkly, I was talking about Sasini, not Kakuzi. GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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NBK happens to have an under-utilized balance sheet. So I pick the cue from the downward direction of money market rates, which apart from improving NBK's bond portfolio valuations, might lead to increased lending as rates keep easing (see KCB, BBK) [cost of funds will ease too]. Hence, my "by Q3" outlook. Also, NBK is a potential M&A target so the upcoming budget will be informative in that regard. I expect potential suitor to be an SA bank & in my expectation, First Rand bank of SA. So there you have it.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Cde Monomotapa wrote:NBK happens to have an under-utilized balance sheet. So I pick the cue from the downward direction of money market rates, which apart from improving NBK's bond portfolio valuations, might lead to increased lending as rates keep easing (see KCB, BBK) [cost of funds will ease too]. Hence, my "by Q3" outlook. On this, KCB is a better choice than NBKCde Monomotapa wrote: Also, NBK is a potential M&A target so the upcoming budget will be informative in that regard. I expect potential suitor to be an SA bank & in my expectation, First Rand bank of SA. Ground for speculation  Cde Monomotapa wrote:So there you have it. 
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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maka wrote:Am also on NBK... ... do you share the same school of thought with @Cde. You are the only other person we know who is in the bus
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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mwekez@ji wrote:maka wrote:Am also on NBK... ... do you share the same school of thought with @Cde. You are the only other person we know who is in the bus Yes indeed can we have more disclosures from the floor. Comrade can't be the only one mandated to declare his wealth! 
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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mwekez@ji wrote:Cde Monomotapa wrote:NBK happens to have an under-utilized balance sheet. So I pick the cue from the downward direction of money market rates, which apart from improving NBK's bond portfolio valuations, might lead to increased lending as rates keep easing (see KCB, BBK) [cost of funds will ease too]. Hence, my "by Q3" outlook. On this, KCB is a better choice than NBKCde Monomotapa wrote: Also, NBK is a potential M&A target so the upcoming budget will be informative in that regard. I expect potential suitor to be an SA bank & in my expectation, First Rand bank of SA. Ground for speculation Cde Monomotapa wrote:So there you have it. 80% precise. PS: If I owned any more of KCB I'd be too rich ;-)
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Rank: Member Joined: 7/2/2009 Posts: 12
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From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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If you are looking four years down the road you need to go with stocks that are not just undervalued but those that are historically undervalued by all metrics... Im talking about 1. KCB 2. BAT/Mumias 3. Bamburi 4. WTK/KAPC 5. Kenya Re/JUB IMHO you cant go wrong... Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Speak of the devil... Sasini targets real estate as half-year profit drops 19 per cent http://www.businessdaily...0/-/t8l13r/-/index.html
GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Stine wrote:From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in.
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Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood
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Stine wrote:From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in. lol.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:mwekez@ji, I would consider Sasini but purely as a speculative play on their land in Ruiru and not based on the agricultural side of their business
You were absolutely spot on  Their agri buz which is contributing over 90% of sales is down!!! *coffee prices were significantly lower *input and labour costs were high *weather negatively affected their dairy and horticultural operations The counter is just an asset play which Mr James Mcfee, the chairman of Sasini, has said “The board decided that developing the land is a worthwhile venture and we are only holding back until commercial bank’s interest rates are favourable enough for us to borrow funds” Results for H1 ending 31st March 2012
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Cde Monomotapa wrote:
80% precise. PS: If I owned any more of KCB I'd be too rich ;-)
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