Wazua
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Rank: New-farer Joined: 8/26/2015 Posts: 26 Location: Nairobi
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Pesa Nane wrote:Aguytrying wrote:mlennyma wrote:kimanimsc wrote:VituVingiSana wrote:Wondergirl wrote:VituVingiSana wrote:The market is RED.
Banks are falling as the effects of high interest rates cause angst to borrowers who are defaulting.
Tourism hasn't picked up so TPSEA is sideways as we approach the elections.
The zombies eg KQ, HAFR, Olympia are moving sideways at best.
Even solid profitable firms e.g. KK are facing headwinds. Though these are ripe for picking. @very many things, which are these ready for picking.? For 2016: Avoid the zombies no matter how tempting. These include KQ, Olympia, EAPCC, NBK and HAFR. KK @ 10.10 KenRe @ 21 Unga @ 34 I&M @ 99 Very attractive at these levels. There's also Equity @ 40 but I would hold out for a lower price say 36-ish. A little more riskier but interesting is FTGH @ 6If you think tourism will pick up substantially then TPSEA @ 21 FTGH @ 4.80 from this low ,downwards i shall take small bites of flame tree Me too. Below 5 im a buyer. I wanted below 6. but due to the high risk profile of being a small cap im doing 5.50 to 5.00 and below. This share can quadruple someones wealth no joke. I find it interesting how the buying price targets are similar among wazuans. in my independent analysis i want below 5. and so does @mlennyma. Above @VVS has a target of 36 for equity. @sparkly 35-30 for equity in kengen thread. And mine for equity was 33, but now at below 37.00 after Q1 results. Very interesting @Aguy, Consider this: -Rwanda land. Reminds me of Diniz, Merali -G. Kichennin, Executive Director; I. Kichennin, Executive Director -Chair, we will expand to other sectors -CEO, we will only grow the manufacturing and trading business where we operate. -Ksh. 10,128,628.00 CASH is heldup in Imperial Bank (is that all?) -And by the way, who are the auditors? I've always wondered why people on wazua are fixated on the same stocks over and over again most of which are really hard to realise huge capital gains from in a 1-2yr span of time. Maybe I'm inexperienced but why not pick something like 1. Kapchorua - Has only closed at Ksh 90 for the first time since Oct 2009. 2. WTK - I picked this at Kshs 172 and it's holding strong since. 3. ScanGroup - Probably going to make a killing during this campaign period. Current price is Kshs 20. Riskier/More Unsure4. NIC - Starting to branch out to smaller cities to attract the smaller person more. Sort of like what Chase did. Solid management. If they handle imperial well, that translates to a lot more PR they can use and more customer confidence. 5. TPSE - Looks like it's about to hit rock bottom if it hasn't already. Management remains solid. Will take a bit more time to realize gains i.e. around 3yrs so that we can weather the election period. Number of tourists hasn't been affected much and has in fact gone very slightly up this year.
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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kimanimsc wrote:VituVingiSana wrote:Wondergirl wrote:VituVingiSana wrote:The market is RED.
Banks are falling as the effects of high interest rates cause angst to borrowers who are defaulting.
Tourism hasn't picked up so TPSEA is sideways as we approach the elections.
The zombies eg KQ, HAFR, Olympia are moving sideways at best.
Even solid profitable firms e.g. KK are facing headwinds. Though these are ripe for picking. @very many things, which are these ready for picking.? For 2016: Avoid the zombies no matter how tempting. These include KQ, Olympia, EAPCC, NBK and HAFR. KK @ 10.10 KenRe @ 21 Unga @ 34 I&M @ 99 Very attractive at these levels. There's also Equity @ 40 but I would hold out for a lower price say 36-ish. A little more riskier but interesting is FTGH @ 6If you think tourism will pick up substantially then TPSEA @ 21 FTGH @ 4.80 Nice. I wasn't watching the market today but I will pick some up at 4.80-ish. Thanks for the heads up! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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CheckYourSix wrote:Pesa Nane wrote:Aguytrying wrote:mlennyma wrote:kimanimsc wrote:VituVingiSana wrote:Wondergirl wrote:VituVingiSana wrote:The market is RED.
Banks are falling as the effects of high interest rates cause angst to borrowers who are defaulting.
Tourism hasn't picked up so TPSEA is sideways as we approach the elections.
The zombies eg KQ, HAFR, Olympia are moving sideways at best.
Even solid profitable firms e.g. KK are facing headwinds. Though these are ripe for picking. @very many things, which are these ready for picking.? For 2016: Avoid the zombies no matter how tempting. These include KQ, Olympia, EAPCC, NBK and HAFR. KK @ 10.10 KenRe @ 21 Unga @ 34 I&M @ 99 Very attractive at these levels. There's also Equity @ 40 but I would hold out for a lower price say 36-ish. A little more riskier but interesting is FTGH @ 6If you think tourism will pick up substantially then TPSEA @ 21 FTGH @ 4.80 from this low ,downwards i shall take small bites of flame tree Me too. Below 5 im a buyer. I wanted below 6. but due to the high risk profile of being a small cap im doing 5.50 to 5.00 and below. This share can quadruple someones wealth no joke. I find it interesting how the buying price targets are similar among wazuans. in my independent analysis i want below 5. and so does @mlennyma. Above @VVS has a target of 36 for equity. @sparkly 35-30 for equity in kengen thread. And mine for equity was 33, but now at below 37.00 after Q1 results. Very interesting @Aguy, Consider this: -Rwanda land. Reminds me of Diniz, Merali -G. Kichennin, Executive Director; I. Kichennin, Executive Director -Chair, we will expand to other sectors -CEO, we will only grow the manufacturing and trading business where we operate. -Ksh. 10,128,628.00 CASH is heldup in Imperial Bank (is that all?) -And by the way, who are the auditors? I've always wondered why people on wazua are fixated on the same stocks over and over again most of which are really hard to realise huge capital gains from in a 1-2yr span of time. Maybe I'm inexperienced but why not pick something like 1. Kapchorua - Has only closed at Ksh 90 for the first time since Oct 2009. 2. WTK - I picked this at Kshs 172 and it's holding strong since. 3. ScanGroup - Probably going to make a killing during this campaign period. Current price is Kshs 20. Riskier/More Unsure4. NIC - Starting to branch out to smaller cities to attract the smaller person more. Sort of like what Chase did. Solid management. If they handle imperial well, that translates to a lot more PR they can use and more customer confidence. 5. TPSE - Looks like it's about to hit rock bottom if it hasn't already. Management remains solid. Will take a bit more time to realize gains i.e. around 3yrs so that we can weather the election period. Number of tourists hasn't been affected much and has in fact gone very slightly up this year. The reality is that there are very few firms with "TRUSTWORTHY" managements that are listed on the NSE. Exclude the Dinitz, Merali, Wamae, Karuri, TransCentury-linked firms. Exclude GoK controlled/influenced firms. Exclude shady firms like ADSS, Orchards, etc What are you left with? Aga Khan firms [TPSEA & NMG facing headwinds not necessarily of their own making] KK & Total [I prefer KK] Tea firms eg Williamson, Kapchorua, etc Banks like Equity, I&M, NIC, etc [Exclude NBK, KCB] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 9/9/2015 Posts: 233
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@vvs u too strict "Buy when there's blood in the streets, even if the blood is your own."
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Rank: Hello Joined: 6/1/2016 Posts: 6 Location: hill ten
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VituVingiSana wrote:CheckYourSix wrote:Pesa Nane wrote:Aguytrying wrote:mlennyma wrote:kimanimsc wrote:VituVingiSana wrote:Wondergirl wrote:VituVingiSana wrote:The market is RED.
Banks are falling as the effects of high interest rates cause angst to borrowers who are defaulting.
Tourism hasn't picked up so TPSEA is sideways as we approach the elections.
The zombies eg KQ, HAFR, Olympia are moving sideways at best.
Even solid profitable firms e.g. KK are facing headwinds. Though these are ripe for picking. @very many things, which are these ready for picking.? For 2016: Avoid the zombies no matter how tempting. These include KQ, Olympia, EAPCC, NBK and HAFR. KK @ 10.10 KenRe @ 21 Unga @ 34 I&M @ 99 Very attractive at these levels. There's also Equity @ 40 but I would hold out for a lower price say 36-ish. A little more riskier but interesting is FTGH @ 6If you think tourism will pick up substantially then TPSEA @ 21 FTGH @ 4.80 from this low ,downwards i shall take small bites of flame tree Me too. Below 5 im a buyer. I wanted below 6. but due to the high risk profile of being a small cap im doing 5.50 to 5.00 and below. This share can quadruple someones wealth no joke. I find it interesting how the buying price targets are similar among wazuans. in my independent analysis i want below 5. and so does @mlennyma. Above @VVS has a target of 36 for equity. @sparkly 35-30 for equity in kengen thread. And mine for equity was 33, but now at below 37.00 after Q1 results. Very interesting @Aguy, Consider this: -Rwanda land. Reminds me of Diniz, Merali -G. Kichennin, Executive Director; I. Kichennin, Executive Director -Chair, we will expand to other sectors -CEO, we will only grow the manufacturing and trading business where we operate. -Ksh. 10,128,628.00 CASH is heldup in Imperial Bank (is that all?) -And by the way, who are the auditors? I've always wondered why people on wazua are fixated on the same stocks over and over again most of which are really hard to realise huge capital gains from in a 1-2yr span of time. Maybe I'm inexperienced but why not pick something like 1. Kapchorua - Has only closed at Ksh 90 for the first time since Oct 2009. 2. WTK - I picked this at Kshs 172 and it's holding strong since. 3. ScanGroup - Probably going to make a killing during this campaign period. Current price is Kshs 20. Riskier/More Unsure4. NIC - Starting to branch out to smaller cities to attract the smaller person more. Sort of like what Chase did. Solid management. If they handle imperial well, that translates to a lot more PR they can use and more customer confidence. 5. TPSE - Looks like it's about to hit rock bottom if it hasn't already. Management remains solid. Will take a bit more time to realize gains i.e. around 3yrs so that we can weather the election period. Number of tourists hasn't been affected much and has in fact gone very slightly up this year. The reality is that there are very few firms with "TRUSTWORTHY" managements that are listed on the NSE. Exclude the Dinitz, Merali, Wamae, Karuri, TransCentury-linked firms. Exclude GoK controlled/influenced firms. Exclude shady firms like ADSS, Orchards, etc What are you left with? Aga Khan firms [TPSEA & NMG facing headwinds not necessarily of their own making] KK & Total [I prefer KK] Tea firms eg Williamson, Kapchorua, etc Banks like Equity, I&M, NIC, etc [Exclude NBK, KCB] why exclude kcb?
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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KIMAIYO wrote:VituVingiSana wrote:CheckYourSix wrote:Pesa Nane wrote:Aguytrying wrote:mlennyma wrote:kimanimsc wrote:VituVingiSana wrote:Wondergirl wrote:VituVingiSana wrote:The market is RED.
Banks are falling as the effects of high interest rates cause angst to borrowers who are defaulting.
Tourism hasn't picked up so TPSEA is sideways as we approach the elections.
The zombies eg KQ, HAFR, Olympia are moving sideways at best.
Even solid profitable firms e.g. KK are facing headwinds. Though these are ripe for picking. @very many things, which are these ready for picking.? For 2016: Avoid the zombies no matter how tempting. These include KQ, Olympia, EAPCC, NBK and HAFR. KK @ 10.10 KenRe @ 21 Unga @ 34 I&M @ 99 Very attractive at these levels. There's also Equity @ 40 but I would hold out for a lower price say 36-ish. A little more riskier but interesting is FTGH @ 6If you think tourism will pick up substantially then TPSEA @ 21 FTGH @ 4.80 from this low ,downwards i shall take small bites of flame tree Me too. Below 5 im a buyer. I wanted below 6. but due to the high risk profile of being a small cap im doing 5.50 to 5.00 and below. This share can quadruple someones wealth no joke. I find it interesting how the buying price targets are similar among wazuans. in my independent analysis i want below 5. and so does @mlennyma. Above @VVS has a target of 36 for equity. @sparkly 35-30 for equity in kengen thread. And mine for equity was 33, but now at below 37.00 after Q1 results. Very interesting @Aguy, Consider this: -Rwanda land. Reminds me of Diniz, Merali -G. Kichennin, Executive Director; I. Kichennin, Executive Director -Chair, we will expand to other sectors -CEO, we will only grow the manufacturing and trading business where we operate. -Ksh. 10,128,628.00 CASH is heldup in Imperial Bank (is that all?) -And by the way, who are the auditors? I've always wondered why people on wazua are fixated on the same stocks over and over again most of which are really hard to realise huge capital gains from in a 1-2yr span of time. Maybe I'm inexperienced but why not pick something like 1. Kapchorua - Has only closed at Ksh 90 for the first time since Oct 2009. 2. WTK - I picked this at Kshs 172 and it's holding strong since. 3. ScanGroup - Probably going to make a killing during this campaign period. Current price is Kshs 20. Riskier/More Unsure4. NIC - Starting to branch out to smaller cities to attract the smaller person more. Sort of like what Chase did. Solid management. If they handle imperial well, that translates to a lot more PR they can use and more customer confidence. 5. TPSE - Looks like it's about to hit rock bottom if it hasn't already. Management remains solid. Will take a bit more time to realize gains i.e. around 3yrs so that we can weather the election period. Number of tourists hasn't been affected much and has in fact gone very slightly up this year. The reality is that there are very few firms with "TRUSTWORTHY" managements that are listed on the NSE. Exclude the Dinitz, Merali, Wamae, Karuri, TransCentury-linked firms. Exclude GoK controlled/influenced firms. Exclude shady firms like ADSS, Orchards, etc What are you left with? Aga Khan firms [TPSEA & NMG facing headwinds not necessarily of their own making] KK & Total [I prefer KK] Tea firms eg Williamson, Kapchorua, etc Banks like Equity, I&M, NIC, etc [Exclude NBK, KCB] why exclude kcb? Admittedly, I am not a fan of GoK-influenced firms. The accounting of NPLs by KCB seems shady to me. They have 30bn in NPLs but have provisioned just a fraction. Plus they have a huge Loan Loss Reserve which keeps on increasing. 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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@check your six. It's because great minds think alike. Our holdings are diverse, but there are some stocks that get unanimous concensus. And as pointed out above the stocks that pass the test to invest in are few. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 4/4/2016 Posts: 2,022 Location: Kitale
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If the world great investor Warren Buffet was a kenyan shareholder, what stocks currently trading in NSE would he choose? Based on his threshold,his holding will include: 1.Equity bank 2.Kcb 3.Safaricom 4.Kengen I may be right or wrong. Towards the goal of financial freedom
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ebenyo wrote:If the world great investor Warren Buffet was a kenyan shareholder, what stocks currently trading in NSE would he choose? Based on his threshold,his holding will include:
1.Equity bank
2.Kcb
3.Safaricom
4.Kengen
I may be right or wrong. 5. Centum 6. Jubilee insurance Life is short. Live passionately.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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sparkly wrote:Ebenyo wrote:If the world great investor Warren Buffet was a kenyan shareholder, what stocks currently trading in NSE would he choose? Based on his threshold,his holding will include:
1.Equity bank
2.Kcb
3.Safaricom
4.Kengen
I may be right or wrong. 5. Centum 6. Jubilee insurance KCB, centum, kengen. absolutely NO. he has to trust the management. those 3 are out. The investor's chief problem - and even his worst enemy - is likely to be himself
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