wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

259 Pages«<230231232233234>»
KENOL KOBIL .... 2012
Options
Previous Topic · Next Topic
Gordon Gekko
#2311 Posted : Wednesday, December 12, 2012 10:34:48 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
dunkang wrote:
haiya, 8/-, here we come.

But seriously, KK, KCB and HFCK fans have a major problem. Too much reliance on financial analysis (which is done from cooked results and figures).

Maybe puma want to enter silently through the NSE and buy out the wanjikus and be left to negotiate with big boys later. Maybe.

In other news, total (k) opened its newest baby on Monday.


Dumped KK at 16.25, dumped KCB at 23, the only monkey currently (big m*********ing ape) in my portfolio is KQ, average price 44.
Back to top
  | | Edit by user: Wednesday, December 12, 2012 10:36 AM | Reason: Not specified
dunkang
#2312 Posted : Wednesday, December 12, 2012 10:39:22 AM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
guru267 wrote:
the deal wrote:
1. KK is not a monkey


I define monkeys as overvalued companies with no hope of rising in the short term.. As of today at 15bob KK is a monkey

the deal wrote:
2. Professional investors don't base their investment decisions on a newspaper report quoting a so called Senior manager


Trust me it wasn't the senior manager that did it! it was the evasive comments from the KK and PUMA spokespersons that sealed the deal!

the deal wrote:
3. Puma pulling out cause of the KES4Bn loss? Nonsense...the loss was public knowledge to them before they made a bid.


COMPLETE LIES! Puma made its bid in April and KKs half year ends on 30th June.. how did PUMA know about the loss before they put in the bid??

the deal wrote:
4. The KK you used to cheer religiously will come back stronger with or without Puma Energy

I do not ever marry stocks since i already have a wonderful fiance! smile
KK may not come out stronger as price controls, low margins and high finance costs continue to bite!

the deal wrote:
5. Puma Energy pulling out is not the end of the world, such things have happened before...it could be a good thing in disguise. You need to look at Nedbank post the HSBC pull out!


i did not say it was the end of the world for KK.. I simply said that now KKs share price will fall to its correct valuation at below 10bob! I do firmly believe that every stock becomes cheap at a certain price!!

Its not right to compare apples with oranges!


well answered
Receive with simplicity everything that happens to you.” ― Rashi

Back to top
  |
hisah
#2313 Posted : Wednesday, December 12, 2012 1:36:28 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
The roller-coaster, the volatility wild swings, the ulcers centrals... It's called the oil M&A syndrome...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
VituVingiSana
#2314 Posted : Wednesday, December 12, 2012 2:32:07 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Please, please sell on Thursday at cheap, cheaper prices! As a Warren Buffett fan... I love doom & gloom about good well-run firms. Sure they made a KES 4bn hedging loss when the KES was very volatile... but it remains the best run major OMC in Kenya.

Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.
Warren Buffett

Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.
Warren Buffett
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  | | Edit by user: Wednesday, December 12, 2012 2:33 PM | Reason: Not specified
S.Mutaga III
#2315 Posted : Wednesday, December 12, 2012 2:50:00 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
I may buy when the dividend yield is above 10%
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Back to top
  |
VituVingiSana
#2316 Posted : Wednesday, December 12, 2012 3:36:38 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
S.Mutaga III wrote:
I may buy when the dividend yield is above 10%
Grin Laughing out loudly I will be buying way before that! 9.9% Div Yield... I expect a zero dividend for 2012 [cash preservation] if Puma does not come through. That is not a bad thing either. Berkshire Hathaway [Warren Buffett] has not paid a dividend ever.

Of course, eventually the payoff is dividends or a sale [cash inflow].
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  | | Edit by user: Wednesday, December 12, 2012 3:40 PM | Reason: Not specified
youcan'tstopusnow
#2317 Posted : Wednesday, December 12, 2012 3:46:21 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Excruciatingly slow 'justice' system seems hellbent on scuppering business. It amounts to economic sabotage.
GOD BLESS YOUR LIFE
Back to top
WWW
  |
Jamani
#2318 Posted : Wednesday, December 12, 2012 4:54:24 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
VituVingiSana wrote:
Please, please sell on Thursday at cheap, cheaper prices! As a Warren Buffett fan... I love doom & gloom about good well-run firms. Sure they made a KES 4bn hedging loss when the KES was very volatile... but it remains the best run major OMC in Kenya.

Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate in it.
Warren Buffett

Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years.
Warren Buffett


Well said
Back to top
  |
mlennyma
#2319 Posted : Wednesday, December 12, 2012 5:24:20 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Dream millionaires will be paupers here when i said i feel it will dissapoint i was told its because am not a share holder.i sold and am willing to buy below 10bob
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
  |
Jamani
#2320 Posted : Wednesday, December 12, 2012 5:29:05 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
mlennyma wrote:
Dream millionaires will be paupers here when i said i feel it will dissapoint i was told its because am not a share holder.i sold and am willing to buy below 10bob


And we shall be buying as you also buy, KK is a solid company with or without Puma, I guess you have seen the point thats why you wish to run back, welcome....
Back to top
  |
259 Pages«<230231232233234>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.