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sparkly		#111 Posted : Tuesday, March 10, 2020 1:03:26 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. 10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob. Life is short. Live passionately.
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Ericsson		#112 Posted : Tuesday, March 10, 2020 1:12:28 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI		sparkly wrote: VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. 10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob. Shtua vvs Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#113 Posted : Tuesday, March 10, 2020 3:24:08 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		Ericsson wrote: sparkly wrote: VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. 10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob. Shtua vvs I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#114 Posted : Wednesday, March 11, 2020 6:15:16 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		VituVingiSana wrote: Ericsson wrote: sparkly wrote: VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. 10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob. Shtua vvs I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations. Write off.. Utajua hujui KQ ABP 4.26
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VituVingiSana		#115 Posted : Wednesday, March 11, 2020 8:05:09 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		obiero wrote: VituVingiSana wrote: Ericsson wrote: sparkly wrote: VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. 10% of my portfolio at abp Kshs 28.5. I will buy more if it goes below 10 bob. Shtua vvs I will hold. It has great assets but cash-flow will be problematic in 2020 with the CV, debt repayments (Nairobi Serena) and airline/flight cancellations. Write off.. Utajua hujui It's not KQ So when is KQ telling us how large its loss was? KQ should partner with TPS and offer deals to fill seats and beds! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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VituVingiSana		#116 Posted : Wednesday, March 11, 2020 11:26:36 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		https://www.nation.co.ke...86418-v97vtw/index.html Tourism sector feels pinch as measures to curb virus take shape Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#117 Posted : Friday, March 13, 2020 1:43:20 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		Serena changes booking policy due to Coronavirus. Hopefully, Coronavirus will be controlled in time for the peak season. Life is short. Live passionately.
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VituVingiSana		#118 Posted : Saturday, March 14, 2020 4:54:38 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		sparkly wrote: Serena changes booking policy due to Coronavirus. Hopefully, Coronavirus will be controlled in time for the peak season. Good move. It reduces conflict with guests and builds goodwill. TPS/Serena is likely to make it though 2020 bruised but alive. I wonder how many hotels will manage to pull through 2020. TPSEA is likely to report a poor 2019 and an awful 1H20. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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sparkly		#119 Posted : Saturday, March 14, 2020 7:53:09 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		VituVingiSana wrote: sparkly wrote: Serena changes booking policy due to Coronavirus. Hopefully, Coronavirus will be controlled in time for the peak season. Good move. It reduces conflict with guests and builds goodwill. TPS/Serena is likely to make it though 2020 bruised but alive. I wonder how many hotels will manage to pull through 2020. TPSEA is likely to report a poor 2019 and an awful 1H20. FY 2019 should be better than FY 2018. Life is short. Live passionately.
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Aguytrying		#120 Posted : Saturday, March 14, 2020 2:18:55 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		VituVingiSana wrote: rwitre wrote: mlennyma wrote: heri wrote: From a high of sh 37 in Jan 2018 to sh 12 bob in 2 years . Massacre Vvs zone Wueh Nothing is safe from the bear. A beating and then some! Luckily, this is not "Core" for me. Biashara in KE is an extreme sport. Some industries/sectors have it tougher than others. CoronaVirus is going to devastate the tourism industry no matter how good the management. The expansion programme using debt is going to bite TPSEA. I am not selling nor am I buying. I am picking up some "core" dividend paying shares at lower prices. Is tourism business the new agriculture businesses wild swings and challenges. Actually more like the airline business. At this rate the share us getting a beating before fully recovering from the ebola beating a few years ago. Like you I'm eyeing the blue chips that were too mighty to fall, safcom, equity etc. The investor's chief problem - and even his worst enemy - is likely to be himself
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