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2020 Watch List - Buy/Sell
Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Extraterrestrial wrote:CO-OP owns some CIC. FV losses upcoming? Nope. CIC is an associate holding of co-op bank. What will be reported is share of associate's profits. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/15/2006 Posts: 3,905
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Ericsson wrote:Extraterrestrial wrote:CO-OP owns some CIC. FV losses upcoming? Nope. CIC is an associate holding of co-op bank. What will be reported is share of associate's profits. What of the FV bonus for CIC, upcoming? 
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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muganda wrote:Ericsson wrote:Extraterrestrial wrote:CO-OP owns some CIC. FV losses upcoming? Nope. CIC is an associate holding of co-op bank. What will be reported is share of associate's profits. What of the FV bonus for CIC, upcoming? Not considered,only share of associate profits. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ebenyo wrote:sparkly wrote:[quote=Angelica _ann]2020 accumulation: 1. BAT 2. Coop 3. EABL 4. Stanchart BBK/ABSA  whenever there is change in the account/Odd lots. Speculation, never never - ARM This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor. Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on. I will encourage you to add one robust stock to give you balance. I want to sleep easy going forward//age . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat life ). Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election. My shares' choice is based on their likely resilience to any negative effects in the economy. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Angelica _ann wrote:Ebenyo wrote:sparkly wrote:[quote=Angelica _ann]2020 accumulation: 1. BAT 2. Coop 3. EABL 4. Stanchart BBK/ABSA whenever there is change in the account/Odd lots. Speculation, never never - ARM This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor. Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on. I will encourage you to add one robust stock to give you balance. I want to sleep easy going forward//age . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat life ). Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election. My shares' choice is based on their likely resilience to any negative effects in the economy. The EABL mini-rally has collapsed. Life is short. Live passionately.
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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sparkly wrote:Angelica _ann wrote:Ebenyo wrote:sparkly wrote:[quote=Angelica _ann]2020 accumulation: 1. BAT 2. Coop 3. EABL 4. Stanchart BBK/ABSA whenever there is change in the account/Odd lots. Speculation, never never - ARM This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor. Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on. I will encourage you to add one robust stock to give you balance. I want to sleep easy going forward//age . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat life ). Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election. My shares' choice is based on their likely resilience to any negative effects in the economy. The EABL mini-rally has collapsed. EABL and BAT will find it rough due to harsh policy and operational environment in Kenya but i they will weather the storm and stabilize by end of next year (2021) - strong parent companies (balance sheet and reserves plus immediate support whenever needed) and very good governance and leadership/management globally, regionally and locally. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Life is short. Live passionately.
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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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I thought some buses had left for good. Some gems are now back to rate-cap regime prices. An opportunity to buy. Buy! Buy! Buy! There will be a bull in mid-March Dumb money becomes dumb only when it listens to smart money
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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sparkly wrote:Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Hatuna pesa kama yeye .... endless cash!!!! In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Fyatu wrote:I thought some buses had left for good. Some gems are now back to rate-cap regime prices.
An opportunity to buy. Buy! Buy! Buy! There will be a bull in mid-March Bull run will be after the corona virus is contained Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Angelica _ann wrote:sparkly wrote:Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Hatuna pesa kama yeye .... endless cash!!!!  VVS says we buy with whatever little we have Life is short. Live passionately.
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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1. Speculators :- This is a time to buy and make some gains by March end as the market will be bullish then. 2. Long Termers:- Time to accumulate more especially on dividend counters . Within the next 8 weeks KCB will declare 2.50 SCBK. 14.00 ABSA. 0.90 Scan. 1.00 Kengen. 0.40 Safaricom 1.50 Fahr. 0.75 Coop. 1.00 likely cum bonus EABL already declared 3.0 interim The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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young wrote:1. Speculators :- This is a time to buy
and make some gains by March end as
the market will be bullish then.
2. Long Termers:- Time to accumulate more
especially on dividend counters .
Within the next 8 weeks
KCB will declare 2.50
SCBK. 14.00
ABSA. 0.90
Scan. 1.00
Kengen. 0.40 This is a wait and see since the office of AG is still vacant
Safaricom 1.50 That is on the higher side
Fahr. 0.75
Coop. 1.00 likely cum bonus
EABL already declared 3.0 interim
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:young wrote:1. Speculators :- This is a time to buy
and make some gains by March end as
the market will be bullish then.
2. Long Termers:- Time to accumulate more
especially on dividend counters .
Within the next 8 weeks
KCB will declare 2.50
SCBK. 14.00
ABSA. 0.90
Scan. 1.00
Kengen. 0.40 This is a wait and see since the office of AG is still vacant
Safaricom 1.50 That is on the higher side
Fahr. 0.75
Coop. 1.00 likely cum bonus
EABL already declared 3.0 interim
Safaricom I give a dividend estimate of 1.30 to 1.35 due to the need to conserve cash for Ethiopia expansion Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Swenani wrote:babashuge wrote:Swenani wrote:Ebenyo wrote:After going through some good beatings last year in my portfolio,i have gotten rid of some companies and now it looks like this:
1.kcb
2.Centum
3.Total
4.Carbacid
5.CIC
it's not perfect yet but I'm working work hard to improve. As an experienced NSE trader and guru, I think your portfolio is too big if you are investing for long term. But if buying for speculation(<2yrs), then the potofolio is okay. Hmm, why is it too big for long term? Not sure about the value of his portfolios but my thinking is that small traders need not have more than three counters I think upto 5-8 stocks is a good number, diversified into the various sectors. But if an investor finds it difficult to follow all of them, then they could go with a smaller number. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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sparkly wrote:Angelica _ann wrote:sparkly wrote:Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Hatuna pesa kama yeye .... endless cash!!!! VVS says we buy with whatever little we have Haba na haba hujaza ________ Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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young wrote:1. Speculators :- This is a time to buy
and make some gains by March end as
the market will be bullish then.
2. Long Termers:- Time to accumulate more
especially on dividend counters .
Within the next 8 weeks
KCB will declare 2.50
SCBK. 14.00
ABSA. 0.90
Scan. 1.00
Kengen. 0.40
Safaricom 1.50
Fahr. 0.75
Coop. 1.00 likely cum bonus
EABL already declared 3.0 interim
Corona virus panic sells will give us some sweet yields, time to build up some ammo
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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young wrote:1. Speculators :- This is a time to buy
and make some gains by March end as
the market will be bullish then.
2. Long Termers:- Time to accumulate more
especially on dividend counters .
Within the next 8 weeks
KCB will declare 2.50
SCBK. 14.00
ABSA. 0.90
Scan. 1.00
Kengen. 0.40
Safaricom 1.50
Fahr. 0.75
Coop. 1.00 likely cum bonus
EABL already declared 3.0 interim
https://www.the-star.co....ipped-to-grow-above-14/
A sign of things to come that will stir up temporary bullishness of the market in March. The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:sparkly wrote:Angelica _ann wrote:sparkly wrote:Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Hatuna pesa kama yeye .... endless cash!!!! VVS says we buy with whatever little we have Haba na haba hujaza ________ Btw Warren Buffet has bought an IPhoneLife is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:sparkly wrote:Angelica _ann wrote:sparkly wrote:Warren Buffet's Letter 2019He reminds his disciples to buy cheap... Quote:... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price. Hatuna pesa kama yeye .... endless cash!!!! VVS says we buy with whatever little we have Haba na haba hujaza ________ Btw Warren Buffet has bought an IPhone Most expensive iPhone $1,300? Warren Buffett: $87,000,000,000 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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