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stocksmaster where are you?
Rank: Member Joined: 2/18/2011 Posts: 448
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i know you advised we hold till mid feb but the market has been going up and up.has the strategy changed or do we still wait?
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Q1 '13 will remain a matter of vigilance whether in or out the mkt and all that comes with it. "God forgives, market economics don't."
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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@Mibbs,stocksmaster is a principled man &will tell you when to buy your shares. Those already in,like akina @Aguy are already 20% in the monies YTD @SufficientlyP
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Rank: Member Joined: 2/18/2011 Posts: 448
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am awaiting for stocksmaster to give direction; actually all the stocks i bet on going up are currently doing so but this time round am holding cash as i await direction from the guru.we shall meet @aguy and company, waswahili husema kutangulia sio kufika! but they are doing a good job and i wish them all the best
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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@mibbz, aguy with 20% gain YTD has beaten hands down any FDR (KES or FCY), TBill, TBond, ..... riding the wave 
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Rank: Member Joined: 2/18/2011 Posts: 448
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by the way anybody with info on braliwa and whether its a good buy at the current price?
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Rank: Member Joined: 2/18/2011 Posts: 448
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mwekez@ji wrote:@mibbz, aguy with 20% gain YTD has beaten hands down any FDR (KES or FCY), TBill, TBond, ..... riding the wave @aguy is a smart guy,plus i have noticed most price gains are emotional eg Kengen, genghis release a report then knee-jerk reaction all of a sudden its a popular stock yet it was in the 7-9 bob range most of 2012. all in all big up to the gurus....
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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mibbz wrote:mwekez@ji wrote:@mibbz, aguy with 20% gain YTD has beaten hands down any FDR (KES or FCY), TBill, TBond, ..... riding the wave @aguy is a smart guy,plus i have noticed most price gains are emotional eg Kengen, genghis release a report then knee-jerk reaction all of a sudden its a popular stock yet it was in the 7-9 bob range most of 2012. all in all big up to the gurus.... Is the price gain emotional or a realization of the gross undervaluation of the counter #Kengen. Am with the latter
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Rank: Member Joined: 2/18/2011 Posts: 448
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if it was undervaluation why wait for a report for it to gain after a whole year! I believe many fund managers/brokers/day traders scout this pages for info on market reaction towards such reports then they plunge in knowing fully there shall be an on coming price rally based on emotions of retail investors.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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mibbz wrote:if it was undervaluation why wait for a report for it to gain after a whole year! I believe many fund managers/brokers/day traders scout this pages for info on market reaction towards such reports then they plunge in knowing fully there shall be an on coming price rally based on emotions of retail investors. Have you considered that the report could have landed on a desk of a big moneyed investor hunting for a good undervalued counter in emerging market
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mibbz wrote:if it was undervaluation why wait for a report for it to gain after a whole year! I believe many fund managers/brokers/day traders scout this pages for info on market reaction towards such reports then they plunge in knowing fully there shall be an on coming price rally based on emotions of retail investors. Did the report make it an under valuation? I think not. My theory is that an analyst scoured these pages. Upon getting a consensus that the stock is undervalued, he went ahead and published the report. No analyst wants to be wrong. Life is short. Live passionately.
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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mibbz wrote:if it was undervaluation why wait for a report for it to gain after a whole year! I believe many fund managers/brokers/day traders scout this pages for info on market reaction towards such reports then they plunge in knowing fully there shall be an on coming price rally based on emotions of retail investors. I think so too
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Sufficiently Philanga....thropic wrote:@Mibbs,stocksmaster is a principled man &will tell you when to buy your shares. Those already in,like akina @Aguy are already 20% in the monies YTD Yeah!! kumbe rallies are this sweet, like you and safcom n kcb!! Kengen 9.25 cum div, HFCK 14.25 last year. If you look at mongolia and caracas exchange... if thats what we are in for, one feels like never selling. But im cautiosly optimistic, i do not get/trust these rallies. but loving it! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mwekez@ji wrote:mibbz wrote:mwekez@ji wrote:@mibbz, aguy with 20% gain YTD has beaten hands down any FDR (KES or FCY), TBill, TBond, ..... riding the wave @aguy is a smart guy,plus i have noticed most price gains are emotional eg Kengen, genghis release a report then knee-jerk reaction all of a sudden its a popular stock yet it was in the 7-9 bob range most of 2012. all in all big up to the gurus.... Is the price gain emotional or a realization of the gross undervaluation of the counter #Kengen. Am with the latter I was in the right place at the right time. yay. Im very much an apprentice of the real gurus believe me. I cant see how a report can cause a full on rally, unless it really did land on the right hands. And kengen has been undervalued for long, id bet its the market up swing, now that blue chips have rallied its time for tier 2. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 2/18/2011 Posts: 448
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@aguy, big up on the good work.i believe there is more rally to come. an example of analysts drumming/trying to shore up a company is britam,for the last 2 months my broker has had it in its buy recommendations and this is mailed weekly to customers. All it needs is someone with big money to order lets say 10 Mil then all of a sudden a price rally emerges.....all am trying to say is there is some element of emotion in the price rise and those who gain best know how to use this to their advantage. am not a stocks guru but i sure know how to work the emotions to a gain
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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mibbz wrote:@aguy, big up on the good work.i believe there is more rally to come. an example of analysts drumming/trying to shore up a company is britam,for the last 2 months my broker has had it in its buy recommendations and this is mailed weekly to customers. All it needs is someone with big money to order lets say 10 Mil then all of a sudden a price rally emerges.....all am trying to say is there is some element of emotion in the price rise and those who gain best know how to use this to their advantage. am not a stocks guru but i sure know how to work the emotions to a gain Any chance of sharing those reports in wazua groups?
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Rank: Member Joined: 2/18/2011 Posts: 448
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Mukiri wrote:mibbz wrote:@aguy, big up on the good work.i believe there is more rally to come. an example of analysts drumming/trying to shore up a company is britam,for the last 2 months my broker has had it in its buy recommendations and this is mailed weekly to customers. All it needs is someone with big money to order lets say 10 Mil then all of a sudden a price rally emerges.....all am trying to say is there is some element of emotion in the price rise and those who gain best know how to use this to their advantage. am not a stocks guru but i sure know how to work the emotions to a gain Any chance of sharing those reports in wazua groups? give me your mail i share with you last weeks report
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Rank: Member Joined: 2/18/2011 Posts: 448
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ok let me paste the buy recommendations from last week
Buy List
Stock Comment
Britam The second largest composite insurer in the country had a good first half of 2012 where the
company recorded a surplus in operating activities as compared to a deficit for the first six months
to June 30th 2011, the company is expected to announce strong results for the year 2012 and this
means the share price is likely to rally at some point to reflect the value of the share which should
be a higher multiple of its book value which is currently at 1.08X to reflect earning power of the
company.
Liberty Kenya
Holdings
The insurance company in its HY12 earnings saw a 23% decline due to the high borrowing cost as
interest rates trended high as well as inflation hence affecting the valuation of the groups’
investment negatively. The current economic environment suggests sectoral improvement going
by the downwards trend of inflation (3.2% YoY as at December 2012) and interest rates. This is
further expected to translate to improved valuations and earnings for the company in the second
half of the year. The share is trading at 0.92X its book value which seems undervalued when one
considers that the company achieved an ROE of 21% in the year to Dec 31st 2011.
CFC Stanbic Holdings The share of the bank-holding company looks very attractive as it trades at a discount on book
value. The latest press reports suggest that CFC Stanbic Bank has had a strong first 9 months of
2012 recording a 51.55% increase in profitability. This performance is likely underpinned by a
strong corporate banking business and it seems like the bank’s weak link, its retail banking
business, is turning around.
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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mibbz wrote:Mukiri wrote:mibbz wrote:@aguy, big up on the good work.i believe there is more rally to come. an example of analysts drumming/trying to shore up a company is britam,for the last 2 months my broker has had it in its buy recommendations and this is mailed weekly to customers. All it needs is someone with big money to order lets say 10 Mil then all of a sudden a price rally emerges.....all am trying to say is there is some element of emotion in the price rise and those who gain best know how to use this to their advantage. am not a stocks guru but i sure know how to work the emotions to a gain Any chance of sharing those reports in wazua groups? give me your mail i share with you last weeks report Share far and wide, so that your blessings will come from far and wide. Mine is tismukiri et hotmail dt kom.
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Rank: Member Joined: 3/26/2012 Posts: 830
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What is the PBV of Britam??? A successful man is not he who gets the best, it is he who makes the best from what he gets.
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