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The KenolKobil 2015 pendulum

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Spikes		#281 Posted : Tuesday, February 16, 2016 10:12:09 AM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		Cde Monomotapa wrote: !!!! VALUE TRAP !!!! Soon bear shall be over. Profit reports will begin trickling in. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Cde Monomotapa		#282 Posted : Tuesday, February 16, 2016 10:14:46 AM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Cde Monomotapa wrote: !!!! VALUE TRAP !!!!
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Aguytrying		#283 Posted : Tuesday, February 16, 2016 11:01:16 AM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		Cde Monomotapa wrote: Cde Monomotapa wrote: !!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times. The investor's chief problem - and even his worst enemy - is likely to be himself
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Realtreaty		#284 Posted : Tuesday, February 16, 2016 11:12:13 AM
Rank: Elder Joined: 8/16/2011 Posts: 2,387		Spikes wrote: Cde Monomotapa wrote: !!!! VALUE TRAP !!!! Soon bear shall be over. Profit reports will begin trickling in. Transcentury,SameerAfrica were very imaginary VALUE TRAPs!!!!!! (A value trap is a company that appears cheap because of a large price fall, but which is actually still expensive relative to intrinsic value. In effect, it is masquerading as a value stock)
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Spikes		#285 Posted : Tuesday, February 16, 2016 11:18:10 AM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		Aguytrying wrote: Cde Monomotapa wrote: Cde Monomotapa wrote: !!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times. With KK sit tight but as for Britam there is a likelihood of more bloodshed when real profit report is made public. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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VituVingiSana		#286 Posted : Tuesday, February 16, 2016 12:13:54 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		Aguytrying wrote: Cde Monomotapa wrote: Cde Monomotapa wrote: !!!! VALUE TRAP !!!! Comrade, your looking for me everywhere. Mara im undecided ( yet everyone knows my stand with kengen especially), now KK is a value trap. Relax, is the bear beginning to bite, keep your head these are the most important times. We are very happy buying PROFITABLE "value-traps" like KK while others chase 'explosive growth' 'turnaround in 18 months' stocks like KQ Another "value-trap" I like [as long as and in so far as I trust the management] is KenRe. I picked up a few today. KK - I anticipate EPS of 1.15 for FY 2015. And 2016 has started off very well with low(er) fuel prices. KenRe - I am looking at an EPS of 3/- for FY 2015. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Cde Monomotapa		#287 Posted : Tuesday, February 16, 2016 5:49:38 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Mnasema Cde amekuwa msafi sana? Ameshau bus politics? Sawa. Twende kazi. KK Two words = Inventory Management The way fuel prices have been dropping, only two results. 1. Hemorrhage & or 2. A profit warning. That should add at least 5 more years in the trap. KenRe The same portfolio leveraged to settle the mega claims is certainly under water. 2. Even if HTM, the bond portfolio when MTM is further trimming. That report about mega gen. insurance claims? Better have those retro-covers ready! Tulisema raundi hii it's to de-couple distillates... Mtajua JetA1 is the most combustible! Mtaomba msamaha, wacha hesabu zitoke... Meanwhile... We'll be unpacking the lean! mean! and reloaded! !!KQ!! [take a picture] http://www.theafricarepo...s-in-2015-3q-profit.html
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VituVingiSana		#288 Posted : Tuesday, February 16, 2016 6:57:50 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,349 Location: Nairobi		[quote=Cde Monomotapa]Mnasema Cde amekuwa msafi sana? Ameshau bus politics? Sawa. Twende kazi. KK Two words = Inventory Management YES. CORRECT. The way fuel prices have been dropping, only two results. 1. Hemorrhage & or 2. A profit warning. Neither 1. (what hemorrhage?) nor 2. (No profit warning in 2H) and 2016 is too early to call but I expect a wonderful 1Q 2016 That should add at least 5 more years in the trap. KenRe The same portfolio leveraged to settle the mega claims is certainly under water. What mega-claim? This I am very interested in coz 'hidden' claims worry me. 2. Even if HTM, the bond portfolio when MTM is further trimming. HTM's are not MTM but nevertheless KenRe should discount the holdings value if the yields have 'permanently' risen. That report about mega gen. insurance claims? What report? Please help me out. Better have those retro-covers ready! Tell me more. Tulisema raundi hii it's to de-couple distillates... Mtajua JetA1 is the most combustible! PMS is more combustible than Jet-A1. Mtaomba msamaha, wacha hesabu zitoke... Meanwhile... We'll be unpacking the lean! mean! and reloaded! !!KQ!! [take a picture] Bado. Ni 18 months for KQ. In the meantime let me enjoy KK's cash earnings. http://www.theafricarepo...-in-2015-3q-profit.html[/quote] Fill up at KenolKobil. KQ to pay cash. Thank You. Come Again. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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PKoli		#289 Posted : Tuesday, February 16, 2016 10:42:53 PM
Rank: Elder Joined: 2/10/2007 Posts: 1,587		@VVS, I am almost being converted to KK but unfortunately, oil stations are more pronounced in Kenya. In Uganda, where I am based, they have very few filling stations.
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Aguytrying		#290 Posted : Tuesday, February 16, 2016 10:47:30 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		@Cde. Ironically you are the one stuck in value traps which all happen to be gava firms. KQ, NBK, Kengen( not a value trap but major price declines since u boarded). Ama uliuza. The investor's chief problem - and even his worst enemy - is likely to be himself
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