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Stocks to BUY by yaserbigchair
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? KEGN, KPLC, KQ, SCOM
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? Currently looking at financials as the interest rate cap bill creates extremely bearish sentiments. For banks my picks are EQTY, BBK (the sale by the parent has also spooked it) and DTB. KCB is also attractive, but the rights drama has put me off. For insurance CIC or Jubilee; undecided for now. Once the bill storm passes then I start my shopping in Q4.
Waiting for BAMB at 150 as my strike price.
For those buying the bear, patience will be key since the current bear pressure is solid. Financials have shouldered most of it, which setups an interesting rebound scenario when bulls return with equal energy. My expetation is 200% plus gain at minimum!$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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kindly avoid bank stocks at all cost
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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hisah wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? Currently looking at financials as the interest rate cap bill creates extremely bearish sentiments. For banks my picks are EQTY, BBK (the sale by the parent has also spooked it) and DTB. KCB is also attractive, but the rights drama has put me off. For insurance CIC or Jubilee; undecided for now. Once the bill storm passes then I start my shopping in Q4.
Waiting for BAMB at 150 as my strike price.
For those buying the bear, patience will be key since the current bear pressure is solid. Financials have shouldered most of it, which setups an interesting rebound scenario when bulls return with equal energy. My expetation is 200% plus gain at minimum! I bought BBK at sub 10(dividend yield of 10 % is attractive) and CIC at 4. I am also holding EQTY and adding at my target of 36.50 slightly above the 52 week low. BAMB is also a stock I would like but quite pricey for the small fish. It would be good if they split this stock for more people to afford KEGN, KPLC, KQ, SCOM
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects KEGN, KPLC, KQ, SCOM
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects  Pesa Nane plans to be shilingi when he grows up.
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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SAFARICOM KENOL KOBIL SCAN GROUP KE RE CIC SAFCOM:Breakout at 20.50 (Real bidding volume has started today after the pullback-Has been having negligible foreign sales during the pullback..individual sales has been on volumes less than 100,000) Kenol kobil is finally draining supply at 11.50-12 ( A multi year resistance==On the watch list SCAN Group=Has seen large volume traded at 15 with price failing to go below 15 ( On watch ist) CIC=Seems to have floored at 4.00 (On watch list)
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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Metasploit wrote:SAFARICOM
KENOL KOBIL
SCAN GROUP
KE RE
CIC
SAFCOM:Breakout at 20.50 (Real bidding volume has started today after the pullback-Has been having negligible foreign sales during the pullback..individual sales has been on volumes less than 100,000)
Kenol kobil is finally draining supply at 11.50-12 ( A multi year resistance==On the watch list
SCAN Group=Has seen large volume traded at 15 with price failing to go below 15 ( On watch ist)
CIC=Seems to have floored at 4.00 (On watch list) SCAN group volumes are distribution and the stock is overvalued so you can fill in the blanks for yourself with the bear at hand KEGN, KPLC, KQ, SCOM
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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mkate_nusu wrote:[quote=Metasploit]SAFARICOM
KENOL KOBIL
SCAN GROUP
KE RE
CIC
SAFCOM:Breakout at 20.50 (Real bidding volume has started today after the pullback-Has been having negligible foreign sales during the pullback..individual sales has been on volumes less than 100,000)
Kenol kobil is finally draining supply at 11.50-12 ( A multi year resistance==On the watch list
SCAN Group=Has seen large volume traded at 15 with price failing to go below 15 ( On watch ist)
CIC=Seems to have floored at 4.00 (On watch list) SCAN group volumes are distribution and the stock is overvalued so you can fill in the blanks for yourself with the bear
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. 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:Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. You can't make money flipping stocks in a bear. Buy and sit back. Life is short. Live passionately.
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Ebenyo wrote:Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. @Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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Spikes wrote:Ebenyo wrote:Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. @Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info. The bond is not even up for maturity, so the claim that HF have failed to pay up is misplaced, but there are ominous signs that they may fail incase the liquidity position isnt shored up
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:Spikes wrote:Ebenyo wrote:Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. @Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info. The bond is not even up for maturity, so the claim that HF have failed to pay up is misplaced, but there are ominous signs that they may fail incase the liquidity position isnt shored up When the reality hits the headlines Britam will be a potential casualty! Great feast at 5bob Britam stock I am in! John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Spikes wrote:Ebenyo wrote:Pesa Nane wrote:mkate_nusu wrote:Ebenyo wrote:mkate_nusu wrote:hisah wrote:mkate_nusu wrote:Angelica _ann wrote:Buyer's market at the moment!!! I wish I shared the same sentiments with you. The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing @hisah which discounted stocks are good to buy now? @mkate nusu,im thinking to add in this line: ea cables-short term. carbacid-short term kenya re-long term barclays-short term hfck-long term. in the long run,im thinking bamburi to replace cables,eabl to replace carbacid. My problem is limited cash.im working my budget to do my buying once a month. in the list I am holding kenya re-long term BBK-medium-long term ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re. Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets. @Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info. Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Take Aways: The Story of HFCK Bond FACT 1: Approved Amount Ksh. 10Bn FACT 2: Issued Amount FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 only FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 only FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 only FACT 3: FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 (2nd tranche) Tenor: 7 years Maturity: 02 OCTOBER 2019FACT 4: FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 Tenor: 7 years Maturity: 02 OCTOBER 2017FACT 5: FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 Tenor: 7 years Maturity: 02 OCTOBER 2017FACT 6: HFCK is holding (as at June 2016) Ksh. 3.7 Billion of Govt securities being "a sinking fund towards liquidation of the first tranche of its corporate bond expected in October 2017" See HY resultsFigures: CMA Bulletin Pesa Nane plans to be shilingi when he grows up.
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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HFCK will be fine. It's not TCL. HFCK can always pay off the bond by raising fresh cash, retaining earnings AND it can always raise a new bond. The challenge is that elections makes it harder (more expensive) to raise funds in an election year. If the elections go smoothly [no PEV] then I expect HF can raise another bond as folks will want to move from cash to investments. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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Pesa Nane wrote:Take Aways: The Story of HFCK Bond FACT 1: Approved Amount Ksh. 10Bn FACT 2: Issued Amount FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 only FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 only FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 only FACT 3: FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 Tenor: 7 years Maturity: 02 OCTOBER 2017FACT 4: FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 Tenor: 7 years Maturity: 02 OCTOBER 2017FACT 5: FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 (2nd Tranche) Tenor: 7 years Maturity: 02 OCTOBER 2019FACT 6: HFCK is holding (as at June 2016) Ksh. 3.7 Billion of Govt securities being "a sinking fund towards liquidation of the first tranche of its corporate bond expected in October 2017" See HY resultsFigures: CMA Bulletin Pesa 8 as from the above approximately 7 billion is due next year. The govt paper will pay for half of the first tranche and the other half is what I expect to be converted to equity. Looking at their cash equivalents as at HY 16 and their current liquidity ratio slightly 1 % above the minimum requirement of 20 % I don't expect them to meet the payment in full. Where will the money come from if not converting to equity and diluting existing shareholders? KEGN, KPLC, KQ, SCOM
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