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How to tell NSE has bottomed out
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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georgegop wrote:@CNN what target price do u have for both KCB and Equity? I do not hold KCB,i put 48% of my short term holdings in January into Equity,target was 35.75(for the year).But then came MVNO .That target quickly discarded and i still hold,but very close to an exit now,waiting for the half year result expectations to get me there.
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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murchr wrote:cnn wrote: We have got to the half year point,and on the day,BAT at 673,Equity touching 47,KCB at 52 HF at 44,the market pointing higher.It is was a year i would have been content with a 15% return from my holdings after the stellar run in 2012 and 2013,that target has been well eclipsed.
I remember the bear talk as early as February and several talking of stepping out,i wonder if there are regrets.
The bear will have its day...and no one knows when,for now let the music play on. Whats driving BAT? Madness If they repeat the quick release of half year results,by 10th July we may know why.And the movement now us without foreign investor participation,we could well have been in the 700s.
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Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi
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And Equity is headed to 50... Or so it seems!  but at what point is it too pricey? BTW, Equity's Market Cap is now greater than KCB according to Kestrel. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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VituVingiSana wrote:And Equity is headed to 50... Or so it seems! but at what point is it too pricey? BTW, Equity's Market Cap is now greater than KCB according to Kestrel. YOY growth has to be higher than it was at first quarter to justify current prices...watch the half year numbers.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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VituVingiSana wrote:And Equity is headed to 50... Or so it seems! but at what point is it too pricey? BTW, Equity's Market Cap is now greater than KCB according to Kestrel. I think It's good for those who are already in @ 42 & below but getting in now is speculation my 3 zmb $. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Member Joined: 9/16/2006 Posts: 228
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http://www.nation.co.ke/...64/-/knah6n/-/index.html“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Next to explode will be Centum #speculating! In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi
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Speculation just leads to unnecessary crashes and drama. Anyway, that's the market! In the meantime, I am supporting Equity's march to 50. The KES 2.4bn [sale proceeds not profit] from the sale of HFCK will help Equity pay for the MVNO launch, increase the cash reserves [Capital Ratios], increase the ability to loan more and book a nice (profit) gain in 3Q 2014. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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if u ask me it was expensive at 30.00. these valuations are too lofty, we have to agree. though I'm not complaining! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Money flood to resume... http://bit.ly/1pWAKWH
Will 6161 finally break  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 6/14/2014 Posts: 332 Location: Nairobi
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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whiteowl wrote:Aguytrying wrote:murchr wrote:wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over the battlelines in the cement sector are forming. I'm I the only one paying attention? bamburi's principal shareholder merges with holcim to for worlds largest cement company. dangote cement eyeing entry into kenyan market. eapcc associated with dangote takeover and wars between gava and la farge most likely about this arm expanding capacity aggressively in recent past, has high debt small players grabbing market share from the leaders. I guess the upcoming infrastructure projects are fueling the fight. With > 95% net foreign sell of Bamburi , ARM & Safarcom! what do they know that I don't? @ Aguy @ whiteowl what sayeth thee. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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Boris Boyka wrote:whiteowl wrote:Aguytrying wrote:murchr wrote:wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over the battlelines in the cement sector are forming. I'm I the only one paying attention? bamburi's principal shareholder merges with holcim to for worlds largest cement company. dangote cement eyeing entry into kenyan market. eapcc associated with dangote takeover and wars between gava and la farge most likely about this arm expanding capacity aggressively in recent past, has high debt small players grabbing market share from the leaders. I guess the upcoming infrastructure projects are fueling the fight. With > 95% net foreign sell of Bamburi , ARM & Safarcom! what do they know that I don't? @ Aguy @ whiteowl what sayeth thee. how about the buy side, which are they net buyers There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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Boris Boyka wrote:whiteowl wrote:Aguytrying wrote:murchr wrote:wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over the battlelines in the cement sector are forming. I'm I the only one paying attention? bamburi's principal shareholder merges with holcim to for worlds largest cement company. dangote cement eyeing entry into kenyan market. eapcc associated with dangote takeover and wars between gava and la farge most likely about this arm expanding capacity aggressively in recent past, has high debt small players grabbing market share from the leaders. I guess the upcoming infrastructure projects are fueling the fight. With > 95% net foreign sell of Bamburi , ARM & Safarcom! what do they know that I don't? @ Aguy @ whiteowl what sayeth thee. Not true. Today ARM foreign net sales is 70.61%,Bamburi 0 while Scom had net foreign inflows of 5.66% as at close of trading. @SufficientlyP
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@spt. we can't ignore foreigners. however even they join partys late. so when I see value I go for it foreigner or no foreigner. yesterday HFCK had high foreigner interest. I bought 200% gains ago... I've noted they have net purchases overall since last correction The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Sufficiently Philanga....thropic wrote:Boris Boyka wrote:whiteowl wrote:Aguytrying wrote:murchr wrote:wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over the battlelines in the cement sector are forming. I'm I the only one paying attention? bamburi's principal shareholder merges with holcim to for worlds largest cement company. dangote cement eyeing entry into kenyan market. eapcc associated with dangote takeover and wars between gava and la farge most likely about this arm expanding capacity aggressively in recent past, has high debt small players grabbing market share from the leaders. I guess the upcoming infrastructure projects are fueling the fight. With > 95% net foreign sell of Bamburi , ARM & Safarcom! what do they know that I don't? @ Aguy @ whiteowl what sayeth thee. Not true. Today ARM foreign net sales is 70.61%,Bamburi 0 while Scom had net foreign inflows of 5.66% as at close of trading. thanks @SPT for correction I had peeped on 30 June anyway @Aguy I see "value" in bamb do you? Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@Boris. I see value in bamburi the blue chip and I'm buying. interim dividend is 6.00 last year was 2.00. its a sleeping giant ignored by the market now for no reason. I think it's connected to holcim merger that div. a lot of trades happening at 175-172 something definitely happening, but we'll find out much later. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Aguytrying wrote:@Boris. I see value in bamburi the blue chip and I'm buying. interim dividend is 6.00 last year was 2.00. its a sleeping giant ignored by the market now for no reason. I think it's connected to holcim merger that div.
a lot of trades happening at 175-172 something definitely happening, but we'll find out much later. @Aguy I have been buying in fact that. 6/- interim moved me & let the market ignore as we buy more am targeting 300/- as mentioned by @guru one time. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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Boris Boyka wrote:whiteowl wrote:Aguytrying wrote:murchr wrote:wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over the battlelines in the cement sector are forming. I'm I the only one paying attention? bamburi's principal shareholder merges with holcim to for worlds largest cement company. dangote cement eyeing entry into kenyan market. eapcc associated with dangote takeover and wars between gava and la farge most likely about this arm expanding capacity aggressively in recent past, has high debt small players grabbing market share from the leaders. I guess the upcoming infrastructure projects are fueling the fight. With > 95% net foreign sell of Bamburi , ARM & Safarcom! what do they know that I don't? @ Aguy @ whiteowl what sayeth thee. @Boris sometimes these foreigners with their "smart money" aren't any more smarter than ordinary Wazuans. So identify your value stocks and once they fall within your buying range, dive in with both feet with or without the foreigners joining your party.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Aguytrying wrote:@Boris. I see value in bamburi the blue chip and I'm buying. interim dividend is 6.00 last year was 2.00. its a sleeping giant ignored by the market now for no reason. I think it's connected to holcim merger that div.
a lot of trades happening at 175-172 something definitely happening, but we'll find out much later. Dangote is coming, been watching to see if he'll acquire EAPC but doesn't look like it. http://www.businessdaily.../1/-/7jsx1h/-/index.html"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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