Wazua
»
Investor
»
Stocks
»
Madness at the NSE
Rank: Member Joined: 3/20/2008 Posts: 503
|
VituVingiSana wrote:I have just so much cash to deploy. I am already in "core" investments like: KenRe  I&M  Unga [even in a tough year] and I am slowly adding Centum to the list.  I want to stick to a MAXIMUM of 5 "core" investments for 80% of my assets. So as you see I have Unga as a manufacturing play BUT manufacturing is suffering in KE vs the financials. If the price of Bamburi came off to below 100, borrowing rates dropped to below 10%, and the construction industry looked like it was taking off then I would seriously look at Bamburi. @xxxxx Please post your reasons on why Bamburi? Mgt keeps yapping abt initiatives that will make them the least cost producer, brand & reputation, Anchor shareholder, Little debt, Strong cashflow generation abilities. etc
|
|
|
Rank: Member Joined: 3/20/2008 Posts: 503
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote: I have just so much cash to deploy.I am already in "core" investments like: KenRe I&M Unga [even in a tough year] and I am slowly adding Centum to the list. I want to stick to a MAXIMUM of 5 "core" investments for 80% of my assets. So as you see I have Unga as a manufacturing play BUT manufacturing is suffering in KE vs the financials. If the price of Bamburi came off to below 100, borrowing rates dropped to below 10%, and the construction industry looked like it was taking off then I would seriously look at Bamburi. @xxxxx Please post your reasons on why Bamburi? See your comments in red Dear @Obiero, Now I understand why you are so confused given English is a tough language to master. I said "I have just so much cash" which you interpreted as "I have so much cash" but this is not uncommon among those whose command of the English language is inadequate. Your knowledge of the subtleties of the English language is similar to your understanding of accounting and finance. Certain words like "profit" and "dividend" are missing from your vocabulary but I attribute this to the lack of familiarity with such words. In other words, so that you may understand, you are proficient in neither English nor Finance. Nevertheless, please do not fret. As we say, practice makes perfect. To help you start the process to overcome your inadequacies I have included a link that explains the idiomatic turn of phrase. https://dictionary.cambr...glish/only-so-much-many
Sincerely, VVS  forgive
|
|
|
Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote: I have just so much cash to deploy.I am already in "core" investments like: KenRe I&M Unga [even in a tough year] and I am slowly adding Centum to the list. I want to stick to a MAXIMUM of 5 "core" investments for 80% of my assets. So as you see I have Unga as a manufacturing play BUT manufacturing is suffering in KE vs the financials. If the price of Bamburi came off to below 100, borrowing rates dropped to below 10%, and the construction industry looked like it was taking off then I would seriously look at Bamburi. @xxxxx Please post your reasons on why Bamburi? See your comments in red Dear @Obiero, Now I understand why you are so confused given English is a tough language to master. I said "I have just so much cash" which you interpreted as "I have so much cash" but this is not uncommon among those whose command of the English language is inadequate. Your knowledge of the subtleties of the English language is similar to your understanding of accounting and finance. Certain words like "profit" and "dividend" are missing from your vocabulary but I attribute this to the lack of familiarity with such words. In other words, so that you may understand, you are proficient in neither English nor Finance. Nevertheless, please do not fret. As we say, practice makes perfect. To help you start the process to overcome your inadequacies I have included a link that explains the idiomatic turn of phrase. https://dictionary.cambr...glish/only-so-much-many
Sincerely, VVS Na tulikuwa tumemiss hii mambo.ni mzuri imerudi! Towards the goal of financial freedom
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,342 Location: Nairobi
|
xxxxx wrote:VituVingiSana wrote:I have just so much cash to deploy. I am already in "core" investments like: KenRe I&M Unga [even in a tough year] and I am slowly adding Centum to the list. I want to stick to a MAXIMUM of 5 "core" investments for 80% of my assets. So as you see I have Unga as a manufacturing play BUT manufacturing is suffering in KE vs the financials. If the price of Bamburi came off to below 100, borrowing rates dropped to below 10%, and the construction industry looked like it was taking off then I would seriously look at Bamburi. @xxxxx Please post your reasons on why Bamburi? Mgt keeps yapping abt initiatives that will make them the least cost producer, brand & reputation, Anchor shareholder, Little debt, Strong cashflow generation abilities. etc Makes sense but unless the construction picks up, where will they sell the cement? There's a lot of competition. I read that Simba Cement (Devki) picked up West Kenya's mining concessions. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
|
Following companies are currently announcing their FY results Britam HFCK Kakuzi CFC Insurance/Liberty Holdings Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
|
|
|
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
|
Today it's a hung day for the market Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
|
|
|
Rank: Veteran Joined: 4/23/2014 Posts: 931
|
Ericsson wrote:Today it's a hung day for the market Any info on whats going on? “You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
|
|
|
Rank: Member Joined: 5/2/2018 Posts: 267
|
HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on? NSE and CDSC decided it was April Fool's Day and the prank went aweful. "unavailability of connectivity to the Central Depository System", affecting " core services including trading of equities and bonds".
|
|
|
Rank: Elder Joined: 12/7/2012 Posts: 11,935
|
Superprime1 wrote:HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on? NSE and CDSC decided it was April Fool's Day and the prank went aweful. "unavailability of connectivity to the Central Depository System", affecting " core services including trading of equities and bonds". Thanks, i have struggled the whole day. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
|
|
|
Rank: Member Joined: 3/9/2010 Posts: 320 Location: kenya
|
Angelica _ann wrote:Superprime1 wrote:HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on? NSE and CDSC decided it was April Fool's Day and the prank went aweful. "unavailability of connectivity to the Central Depository System", affecting " core services including trading of equities and bonds". Thanks, i have struggled the whole day. Open Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
|
|
|
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
|
Superprime1 wrote:HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on? NSE and CDSC decided it was April Fool's Day and the prank went aweful. "unavailability of connectivity to the Central Depository System", affecting " core services including trading of equities and bonds". Will they double trading hours tomorrow Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
|
|
|
Rank: Member Joined: 4/21/2015 Posts: 151
|
Fish markets are doing better!
|
|
|
Rank: Member Joined: 5/2/2018 Posts: 267
|
Ericsson wrote:Superprime1 wrote:HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on? NSE and CDSC decided it was April Fool's Day and the prank went aweful. "unavailability of connectivity to the Central Depository System", affecting " core services including trading of equities and bonds". Will they double trading hours tomorrow Big joke of the day: trading hours extended to 5pm. Yet one still can't log in.
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
HaMaina wrote:Ericsson wrote:Today it's a hung day for the market Any info on whats going on?  Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Member Joined: 5/2/2018 Posts: 267
|
Anyone able to log in yet?
|
|
|
Wazua
»
Investor
»
Stocks
»
Madness at the NSE
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|