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Madness at the NSE
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Ericsson
#1681 Posted : Tuesday, January 22, 2019 4:13:05 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
muandiwambeu wrote:
ombaalbt wrote:
September 13, 2002 in the months leading up to the yote yawezekana bila Moi the NSE 20 was at 1008.79 points. Guys haven't seen nothing yet.

What do you mean. Yote yawezekana deja Vu or what!🤕👶🙃
No, no, no, thunderstorm to strike nse is busy doing pressure ups.
Bulls aren't born cowards, and they are strategic. Here all I see is shenanigansm only. Pandemonium and quarndaryness is yet to cause a thriller show here.
Watch how gava handles it's debts and you will know how to strategize yourself on this. Wakikata corner, tunakata, wakiruka, Mimi ndiye huyo.


That was then,this is now,Guantanamera
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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rwitre
#1682 Posted : Tuesday, January 22, 2019 10:55:25 PM
Rank: Member

Joined: 3/8/2018
Posts: 507
Location: Nairobi
Kenya suspends law on companies’ stock buyback LINK
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Ericsson
#1683 Posted : Tuesday, March 05, 2019 8:51:42 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.businessdail...08914-f3mi62/index.html

Mini bull run coming
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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wukan
#1684 Posted : Tuesday, March 05, 2019 2:18:14 PM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,653
Ericsson wrote:
https://www.businessdailyafrica.com/markets/capital/Foreign-net-inflows-back-NSE/4259442-5008914-f3mi62/index.html

Mini bull run coming


Reliable sources indicate CS Treasury is on the ropes, a few more blows he will on the floor. CBK gov will struggle for term 2. Get rid of those 2 and yeah a bull run will comesmile smile
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VituVingiSana
#1685 Posted : Sunday, March 17, 2019 2:29:31 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
As we head into 2Q 2019, what next?

I am out of KK. Cash ni ndani but it needs to be deployed starting Monday.

I am willing to hold/wait for 5 years for a pay-off.

Banks look good. Should I add more to what I have?
Equity
I&M [Core]
NIC
Stanbic

Manufacturing is suffering but is it a chance to get in?
BOC? [I don't have any]
FTG [small holding]
ARM [dead and suspended]
Unga [Core. Will Seaboard be back? When? Higher price?]
Cables? [Zero]

Insurance?
Britam [none]
KenRe [Core. Politics?]

Services/Commerce
TPS? [I have some. Nairobi Serena will look and feel very different once it is complete]
C&G [I have some]
Longhorn [Taken off lately. Education is huge business]
Centum
Safaricom? [Expensive but what a performer]

Agrics
Williamson/Kapchorua [Some but the land issue is worrying]
Kakuzi [None but the land issue is worrying]

What I have no interest in owning given the drama, politics, prospects or lack of faith in their financials:
KQ [Negative NAV? Little prospect for a profit for 5 years without JKIA]
NBV
Kurwitu [No idea what it does]
Orchards
Sameer
Eveready
HAFR [Real estate is hurting]
Eagaads [Politics + Drama]
Mumias [Run into the ground]
Olympia [Run by a thief]
Uchumi [Dying]
Transcentury [Dying?]

*There are other firms that might be interesting but given the politics and Kenya's debt situation, I want to be cautious.
Firms need to handle their debt carefully. Don't expand too fast using debt.

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Sunday, March 17, 2019 2:51 PM | Reason: Not specified
xtina
#1686 Posted : Thursday, March 21, 2019 8:38:34 AM
Rank: Member

Joined: 6/26/2008
Posts: 399
VituVingiSana wrote:
As we head into 2Q 2019, what next?

I am out of KK. Cash ni ndani but it needs to be deployed starting Monday.

I am willing to hold/wait for 5 years for a pay-off.

Banks look good. Should I add more to what I have?
Equity
I&M [Core]
NIC
Stanbic

Manufacturing is suffering but is it a chance to get in?
BOC? [I don't have any]
FTG [small holding]
ARM [dead and suspended]
Unga [Core. Will Seaboard be back? When? Higher price?]
Cables? [Zero]

Insurance?
Britam [none]
KenRe [Core. Politics?]

Services/Commerce
TPS? [I have some. Nairobi Serena will look and feel very different once it is complete]
C&G [I have some]
Longhorn [Taken off lately. Education is huge business]
Centum
Safaricom? [Expensive but what a performer]

Agrics
Williamson/Kapchorua [Some but the land issue is worrying]
Kakuzi [None but the land issue is worrying]

What I have no interest in owning given the drama, politics, prospects or lack of faith in their financials:
KQ [Negative NAV? Little prospect for a profit for 5 years without JKIA]
NBV
Kurwitu [No idea what it does]
Orchards
Sameer
Eveready
HAFR [Real estate is hurting]
Eagaads [Politics + Drama]
Mumias [Run into the ground]
Olympia [Run by a thief]
Uchumi [Dying]
Transcentury [Dying?]

*There are other firms that might be interesting but given the politics and Kenya's debt situation, I want to be cautious.
Firms need to handle their debt carefully. Don't expand too fast using debt.




Could have sworn Centum is one of your cores. Or you got out?
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  | | Edit by user: Thursday, March 21, 2019 8:40 AM | Reason: Not specified
tom_boy
#1687 Posted : Thursday, March 21, 2019 10:55:40 AM
Rank: Member

Joined: 2/20/2007
Posts: 767
VituVingiSana wrote:
As we head into 2Q 2019, what next?

I am out of KK. Cash ni ndani but it needs to be deployed starting Monday.

I am willing to hold/wait for 5 years for a pay-off.

Banks look good. Should I add more to what I have?
Equity
I&M [Core]
NIC
Stanbic

Manufacturing is suffering but is it a chance to get in?
BOC? [I don't have any]
FTG [small holding]
ARM [dead and suspended]
Unga [Core. Will Seaboard be back? When? Higher price?]
Cables? [Zero]

Insurance?
Britam [none]
KenRe [Core. Politics?]

Services/Commerce
TPS? [I have some. Nairobi Serena will look and feel very different once it is complete]
C&G [I have some]
Longhorn [Taken off lately. Education is huge business]
Centum
Safaricom? [Expensive but what a performer]

Agrics
Williamson/Kapchorua [Some but the land issue is worrying]
Kakuzi [None but the land issue is worrying]

What I have no interest in owning given the drama, politics, prospects or lack of faith in their financials:
KQ [Negative NAV? Little prospect for a profit for 5 years without JKIA]
NBV
Kurwitu [No idea what it does]
Orchards
Sameer
Eveready
HAFR [Real estate is hurting]
Eagaads [Politics + Drama]
Mumias [Run into the ground]
Olympia [Run by a thief]
Uchumi [Dying]
Transcentury [Dying?]

*There are other firms that might be interesting but given the politics and Kenya's debt situation, I want to be cautious.
Firms need to handle their debt carefully. Don't expand too fast using debt.



Waiting to see how FTGH has performed in 2018 before I decide to buy more. I am not too concerned about outsize profits for FTGH. Just need to show that its a working business, making sales, paying debts, making cash. Its tough for such companies and the port delays will likely hurt them badly. But, if times change, if housing investment goes up, they are well placed to grow. Also quite diversified products and location.

Dont write off Transcentury. A turn around may be in the books if they are not feeding us hot air about a several billions order book. I am watching it for now.


They must find it difficult....... those who have taken authority as the truth, rather than truth as the authority. -G. Massey.
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  | | Edit by user: Thursday, March 21, 2019 11:00 AM | Reason: Not specified
VituVingiSana
#1688 Posted : Wednesday, March 27, 2019 2:01:57 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
@xtina - No, it wasn't core but I am redeploying cash from KK to Centum.
I&M is hot today.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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cyruskulei
#1689 Posted : Wednesday, March 27, 2019 2:22:35 PM
Rank: Member

Joined: 3/9/2010
Posts: 320
Location: kenya
VituVingiSana wrote:
@xtina - No, it wasn't core but I am redeploying cash from KK to Centum.
I&M is hot today.



Once the news hits the street, then new target price shall be 150.00.
Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
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Ericsson
#1690 Posted : Wednesday, March 27, 2019 2:26:44 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
cyruskulei wrote:
VituVingiSana wrote:
@xtina - No, it wasn't core but I am redeploying cash from KK to Centum.
I&M is hot today.



Once the news hits the street, then new target price shall be 150.00.


Market is too bearish to sustain a rally to that price
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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