Wazua
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Pick one. Coop or Kenya Re?
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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hisah wrote:wilyum wrote:@hisah @mwekezaji, ur thots? Tight this one... Looking at P/B Kenya Re offers more value.
However, if stimulus is pumped into the econ and CBR cut and banks slash their lending rates, then banks will post faster gains meaning that such an event makes coop a better prospect.
To avoid this split decision it is easier to take positions in both counters.
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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@mwekez@ji:kenya re is grossly undervalued and not over valued like I had stated Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/15/2006 Posts: 3,905
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Well said @hisah @mwekez@ji I concur with your advice. When the chips are down, @kazee should take positions in both counters, as @guru267 has rightly done: 
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Ericsson wrote:@mwekez@ji:kenya re is grossly undervalued and not over valued like I had stated k. we r now on z same page
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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If I were you I would go for Liberty Holdings and CFC Stanbic...hold for a year & see what happens!
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Rank: New-farer Joined: 9/20/2010 Posts: 79
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Coop bank,great mgt who are also major share holders,good expansion plans of s.sudan,major shareholder in its subsidiary cic,dps of 0.5,future looks bright,could easily attain ksh 20 price in the coming months.
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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Who is selling? 3mn traded with 670,000 on offer at 16.50 BIDS 393,600 Quantity Price Splits Time 22,200 16.45 2 11:58:29 66,300 16.30 6 11:58:29 900 16.25 1 11:58:29 300 16.10 1 11:58:29 70,900 16.00 8 11:58:29 ASKS 1.02M Quantity Price Splits Time 672,000 16.50 3 11:58:29 58,800 16.65 1 11:58:29 5,200 16.70 1 11:58:29 6,000 16.75 1 11:58:29 3,000 16.80 1 11:58:29 TRADES Quantity Price Time 201,000 16.50 12:00:40 184,000 16.50 12:00:40 1,000 16.50 11:58:27 1,200 16.45 11:50:52 2,200 16.45 11:33:00 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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Kenya Re is also listed as top ten shareholders of CIC Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Pleased at the 15.75 KNRE bus ticket. A random pick.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Cde Monomotapa wrote:Pleased at the 15.75 KNRE bus ticket. A random pick.  karibu chief
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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welcome and now hope that it doubles in price very soon Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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mwekez@ji wrote:Cde Monomotapa wrote:Pleased at the 15.75 KNRE bus ticket. A random pick. karibu chief let's see.
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Rank: Member Joined: 8/3/2007 Posts: 146
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To add to the mix, am torn between Kenya Re and HFCK.. Of the 2 which would you pick.. looking at 6-12 months horizon. I already have coop.. thanks
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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Split between the two half-half aka mkate nusu Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 9/18/2006 Posts: 131
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muganda wrote:And further... A. PBT growth: Kenya Re (44%) vs COOP (56%) B. Cash flow margin: Kenya Re (5%) vs COOP (42%) C. ROE: Kenya Re (1.6%) vs COOP (25.9%) So in my case I go with COOP. Disclaimer: @guru267 owns Kenya-Re and I own COOP bank
And the two bearded sisters wont leave each other. Up to 17 on same day
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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sorovi wrote:To add to the mix, am torn between Kenya Re and HFCK.. Of the 2 which would you pick.. looking at 6-12 months horizon. I already have coop.. thanks I only have the rock! The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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To add even more to the mix, I'm torn between Kenya-re and Equity. Of the 2 which would you pick.. looking at 6-12 months. Thank you.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Mukiri wrote:To add even more to the mix, I'm torn between Kenya-re and Equity. Of the 2 which would you pick.. looking at 6-12 months. Thank you. Kenya re! Mark 12:29
Deuteronomy 4:16
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Pick one. Coop or Kenya Re?
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