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Bargains to buy from tomorrow???
hisah
#441 Posted : Thursday, July 28, 2016 4:10:48 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
enyands
#442 Posted : Thursday, July 28, 2016 4:51:05 PM
Rank: Elder


Joined: 12/25/2014
Posts: 2,300
Location: kenya
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini
Angelica _ann
#443 Posted : Thursday, July 28, 2016 4:57:26 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
obiero
#444 Posted : Thursday, July 28, 2016 5:03:31 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,549
Location: nairobi
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!

If signed, he shall take it without a run-off. It will be a landslide.. Every mature working Kenyan is affected by the rates especially the poor who pay up to 72% per annum on the mobile loans

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Metasploit
#445 Posted : Thursday, July 28, 2016 5:10:11 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
obiero wrote:
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!

If signed, he shall take it without a run-off. It will be a landslide.. Every mature working Kenyan is affected by the rates especially the poor who pay up to 72% per annum on the mobile loans


This will lead to thriving of a shylock economy..
Capital is expensive.Caping will lead banks to be more restrictive in offering their loans

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
obiero
#446 Posted : Thursday, July 28, 2016 5:17:48 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,549
Location: nairobi
Metasploit wrote:
obiero wrote:
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!

If signed, he shall take it without a run-off. It will be a landslide.. Every mature working Kenyan is affected by the rates especially the poor who pay up to 72% per annum on the mobile loans


This will lead to thriving of a shylock economy..
Capital is expensive.Caping will lead banks to be more restrictive in offering their loans

@metaspoilt.. How expensive are bank's cost of funds considering the bulk of customer deposits are interest free being those of universities, secondary schools, parastatals.. Plus deposits would also be capped at 70% of CBR.. It seems fair and banks would still be profitable; in my view. CBK input via KBRR or even self regulation as desired by the KBA has failed; and thus a cap is necessary

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
mkate_nusu
#447 Posted : Thursday, August 18, 2016 6:20:02 PM
Rank: Member


Joined: 5/30/2016
Posts: 332
Location: Kayole
ARAP CHARLES wrote:
Ericsson wrote:
Award of the most resilient counters in the NSE this year goes to;
Kenya Re
Co-operative Bank of Kenya.
Both are on positive territories since January and no wild price swingsApplause

You are right on thisApplause unfortunately co-operative is on a free fall. kenya RE is following suite pole pole tena with alot of caution!

IN OTHER NEWS THE DISCOUNTS IN THE MARKET ARE IMMEASURABLE! someone give me some 20mirrion i spoilt this market with itLaughing out loudly Drool Pray


ARAP CHARLES once bill is signed you can apply for loan at reduced interest rates to invest in the market
KEGN, KPLC, KQ, SCOM
VituVingiSana
#448 Posted : Thursday, August 18, 2016 10:22:03 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
The reality is that Banks will stick to (no-risk) T-Bills and T-Bonds.

@VVS can die, go broke, have a fake title deed OR buy KQ shares. So the bank takes a risk.

GoK cannot "die" in the same way. Plus if GoK 'defaults' all KE banks are in big shit. Typically a gov't will "print" money to repay its LCY liabilities but of course that also creates inflation. See Zimbabwe.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
The Great
#449 Posted : Friday, August 19, 2016 8:09:44 AM
Rank: Member


Joined: 9/9/2015
Posts: 233
VituVingiSana wrote:
The reality is that Banks will stick to (no-risk) T-Bills and T-Bonds.

@VVS can die, go broke, have a fake title deed OR buy KQ shares. So the bank takes a risk.

GoK cannot "die" in the same way. Plus if GoK 'defaults' all KE banks are in big shit. Typically a gov't will "print" money to repay its LCY liabilities but of course that also creates inflation. See Zimbabwe.


Oh I think plans for helicopter money are well underway. De La Rue 40% anyone?
"Buy when there's blood in the streets, even if the blood is your own."
Swenani
#450 Posted : Friday, August 19, 2016 10:42:20 AM
Rank: User


Joined: 8/15/2013
Posts: 13,237
Location: Vacuum
obiero wrote:
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!

If signed, he shall take it without a run-off. It will be a landslide.. Every mature working Kenyan is affected by the rates especially the poor who pay up to 72% per annum on the mobile loans


This is an opinion based on emotions, It's common knowledge that the poor who happen to be voters rarely take loans from the banks while the middle class like Angelica Anne take loans but rarely vote!
If Obiero did it, Who Am I?
Spikes
#451 Posted : Friday, August 19, 2016 11:24:46 AM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!



If he becomes adamant into signing the cap bill RAO will get political strength. Mtamuona kwa jukwaa akisunguka KE nzima whipping up public discontent against Jubilee. RAO atainuka kisiasa kwa vishindo 2007 style!!! Take this observation to bank.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Swenani
#452 Posted : Friday, August 19, 2016 12:29:02 PM
Rank: User


Joined: 8/15/2013
Posts: 13,237
Location: Vacuum
Spikes wrote:
Angelica _ann wrote:
enyands wrote:
hisah wrote:
hisah wrote:
holycow wrote:
Tick tock. Time to borrow Hisah's goggles to follow the money.

From my perspective we are not there yet. Bargains will be in plenty later and it'll be difficult choosing what not to buy!

@holycow, how do you like the discounts one year later smile

Should that interest rate cap bill get signed into law, the discounts will be madness!


Crossroad for country's CEO . By signing the voters get amused and more votes. By not signing banks happy esp CBA and more profits.
Just like making a choice between a bugatti and a Lamborghini

The votes are intact whether he signs the bill or note. My take!!!



If he becomes adamant into signing the cap bill RAO will get political strength. Mtamuona kwa jukwaa akisunguka KE nzima whipping up public discontent against Jubilee. RAO atainuka kisiasa kwa vishindo 2007 style!!! Take this observation to bank.


Tuwaache uwongo tafadhali, Raila cannot gain or lose whether Uhuru signs this bill or not.

Only you who has a loan cares whether uhuru signs this bill or not and you do not vote....The rest of the guys who vote do not care whether uhuru votes or not, Infact they have never seen how the bank looks from inside.To them, banking is a reserve for the rich

How many banks operate in rural areas where the real votes are? The few that operate there only serve teaches, police and shopkeepers....What percentage of the poor have loans with banks and or mortgages.

Even if it was true that all or even a majority of kenyans care about the interest rates(which is not), we Kenyans don't vote on issues!!
If Obiero did it, Who Am I?
Ericsson
#453 Posted : Friday, August 19, 2016 12:32:02 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
Coop trading a low of 13.90
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
subaru
#454 Posted : Friday, August 19, 2016 12:47:24 PM
Rank: Member


Joined: 3/15/2010
Posts: 391
Location: nairobie
Ericsson wrote:
Coop trading a low of 13.90

Despite good results this is a real bear
mkate_nusu
#455 Posted : Friday, August 19, 2016 12:57:24 PM
Rank: Member


Joined: 5/30/2016
Posts: 332
Location: Kayole
Ericsson wrote:
Coop trading a low of 13.90

Supply is heavy. Further drop coming
KEGN, KPLC, KQ, SCOM
Spikes
#456 Posted : Friday, August 19, 2016 1:19:42 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
mkate_nusu wrote:
Ericsson wrote:
Coop trading a low of 13.90

Supply is heavy. Further drop coming


Huge discounts coming up as more stocks join the trail. Most stocks are left without support as speculators are pulling out en masse with serious injuries/losses! The ground is spooked...Just waiting for the dust to settle to start accumulating.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Ericsson
#457 Posted : Friday, August 19, 2016 1:46:10 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
@subaru and mkate_nusu;
Mimi naingoja at 13 before slaying it with the butcher's knife
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#458 Posted : Friday, August 19, 2016 1:50:30 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,702
Location: NAIROBI
During bear run a company with heavy institutional investors in its shareholding list is the best buy.
That is why safaricom and Kenya Re are shining.The wanjiku/retail investors have been mopped out and the institutional investors are the ones remaining.They offer price stability and predictability in the share price.
For a company to qualify;
--Consistent dividends
--Zero debts
--Visionary strategic planning
--No disturbing shareholders with manenos like rights issue every now and then
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
winmak
#459 Posted : Friday, August 19, 2016 2:11:06 PM
Rank: Member


Joined: 12/1/2007
Posts: 539
Location: Nakuru
Ericsson wrote:
During bear run a company with heavy institutional investors in its shareholding list is the best buy.
That is why safaricom and Kenya Re are shining.The wanjiku/retail investors have been mopped out and the institutional investors are the ones remaining.They offer price stability and predictability in the share price.
For a company to qualify;
--Consistent dividends
--Zero debts
--Visionary strategic planning
--No disturbing shareholders with manenos like rights issue every now and then



other than mpesa bank and kenre, any takes on other counters that have attractive prices at the moment?
For investors as a whole, returns decrease as motion increases ~ WB
subaru
#460 Posted : Friday, August 19, 2016 2:47:13 PM
Rank: Member


Joined: 3/15/2010
Posts: 391
Location: nairobie
Ericsson wrote:
@subaru and mkate_nusu;
Mimi naingoja at 13 before slaying it with the butcher's knife

All the best kuna time i bought @ 11 and sold @ 9
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