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EQUITY,JUBILEE,KENOL KOBIL,CENTUM - TIME TO BUY!!!????!!!
Rank: User Joined: 6/27/2008 Posts: 709 Location: Velayat-e Faryab
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The Merchant wrote:@ sure alligator..... my email address is themerchant7448@gmail.comThank you. Hey, and it looks like you have acess to a number of reports, please forward them to me. Ill appreciate. @The Merchant of East India Company You can expunge the E-mail now. Will send you a good number of dossiers and reports from various sources. However, those are reports and opinions of others and not mine. Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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kasheshe wrote:Sufficiently Philanga....thropic wrote:i concur with you on Equity and Centum. These two are bound to go up after we r done with the KPLC rights thing.
IMHO, these 2 are going down because the 2 companies having bought majority of the GoK rights are looking for some money to make good their obligations.
Watch this space!Equity a buy at 24.50 or below, Centum will be good at 21.50 at below.
I plan to take the plunge into these 2 just before Dec 22nd and i'll be asured of a 10% when the results of the rights subscription are released early Jan 2011! How would equity and Centum effort to raise money to buy the rights cause their share price to go down? They cannot be selling their own shares, unless I miss something in the logic. I would think the sell off by other shareholders to be able to take up the rights is the reason. They indirectly do so! @SufficientlyP
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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Surealligator wrote:The Merchant wrote:@ sure alligator..... my email address is themerchant7448@gmail.comThank you. Hey, and it looks like you have acess to a number of reports, please forward them to me. Ill appreciate. @The Merchant of East India Company You can expunge the E-mail now. Will send you a good number of dossiers and reports from various sources. However, those are reports and opinions of others and not mine. You are such a sport! Many thanks from The Merchant! Keep those reports coming. You can be sure Ill never tire from reading them. 
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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@sureall send me the dossiers please sparkly99@ovi.com thanks Surealligator wrote:The Merchant wrote:@ sure alligator..... my email address is themerchant7448@gmail.comThank you. Hey, and it looks like you have acess to a number of reports, please forward them to me. Ill appreciate. @The Merchant of East India Company You can expunge the E-mail now. Will send you a good number of dossiers and reports from various sources. However, those are reports and opinions of others and not mine. Life is short. Live passionately.
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Rank: Veteran Joined: 12/9/2010 Posts: 894 Location: Nairobi
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and what is hfck story, based on half yr results, i guess at 24.5 its a buy Don't wait for the Last Judgment. It happens every day. ~Albert Camus, The Fall, 1956
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Rank: Member Joined: 7/19/2006 Posts: 118 Location: Mombasa
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@Merchants... Its just that some are taking stocks too personal as if they were the ones started the companies. One lesson I have learn and would like to teach my fellow traders is NEVER FALL IN LOVE WITH A STOCK. But it seems some are and that where they are making a very big mistake. Three Principals in this Market fellows: BUY... HOLD.. SALE.. Sound that I love most: Is the ringing bell of Stock Market.
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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Tommy wrote:and what is hfck story, based on half yr results, i guess at 24.5 its a buy I would say buy. Reason? Price.
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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yaserbigchair wrote:@Merchants... Its just that some are taking stocks too personal as if they were the ones started the companies.
One lesson I have learn and would like to teach my fellow traders is NEVER FALL IN LOVE WITH A STOCK.
But it seems some are and that where they are making a very big mistake.
Three Principals in this Market fellows:
BUY...
HOLD..
SALE.. Thats true. The questions, however, still remains....buy when?, hold for how long? and sell when? I suppose if you demand that people sell stocks they are holding when they have not turned a profit some resistance is to be expected sir. Any anwers to my queries about Kakuzi's significant fall and why the gem Jubilee remains grossly ignored by our dear market?
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Rank: Member Joined: 4/15/2008 Posts: 216
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The Merchant wrote:Right now KK is facing some risk but I think it will come out ok since this controls are effected across the whole industry not just to KK. So do you rank KCB higher than Equity? I think Equity uses its capital better than KCB. Whats more its the classic growth stock so if bought at sub 25 levels a quick killing is very likely. Lets have more people contributing here. I like! The reason I rank KCB higher is mainly coz they have managed to spread tentacles all over east Africa faster than the other banks. Equity is just beginning to settle in uganda, while in Kenya they are only ahead in terms of customers but not actual deposits. With KCB having joined up with S&L, and having shaken the triton saga away - I can only see good things awaiting. For equity, they need to think out of the box in order for them to stretch there capital base. Do it today! Tomorrow is promise to no-one.
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Rank: Veteran Joined: 12/9/2010 Posts: 894 Location: Nairobi
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yaserbigchair wrote:@Merchants... Its just that some are taking stocks too personal as if they were the ones started the companies.
One lesson I have learn and would like to teach my fellow traders is NEVER FALL IN LOVE WITH A STOCK.
But it seems some are and that where they are making a very big mistake.
Three Principals in this Market fellows:
BUY...
HOLD..
SALE.. @YBC From outside the box, these are the simple rules, but once inside the game, i concur with the merchant. I am also of the same opinion that one should never fall in love with a stock. @Kasheshe, a company buying its own shares is illegal as it amounts to capital reduction, but my friend this is KENYA. Find out and you will agree with me. Don't wait for the Last Judgment. It happens every day. ~Albert Camus, The Fall, 1956
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Rank: Member Joined: 7/19/2006 Posts: 118 Location: Mombasa
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@The Merchant... what happened that Kakuzi and Jubilee went up was that there were these foreign investors who came and acquire them thus they went up then they are selling them, just like the way they did to BBK. Now I know that there are others who will be eying Agriculture, Construction and Communication. Only when you get info about the path these guys are going is when you can make up to 70% Return within 2 Months. So lets wait and see! Sound that I love most: Is the ringing bell of Stock Market.
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Rank: Member Joined: 12/15/2010 Posts: 162
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@surealligator pls add me to your mailing list, intelligentinvesting101@gmail.com many thanks sparkly wrote:@sureall send me the dossiers please sparkly99@ovi.com thanks Surealligator wrote:The Merchant wrote:@ sure alligator..... my email address is themerchant7448@gmail.comThank you. Hey, and it looks like you have acess to a number of reports, please forward them to me. Ill appreciate. @The Merchant of East India Company You can expunge the E-mail now. Will send you a good number of dossiers and reports from various sources. However, those are reports and opinions of others and not mine.
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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From the responses I am getting. Nobody seems very confident about investing now. Hmmm....The stocks I asked about were Equity, Jubilee, Centum and KK. You can also discuss CO-OP and Kakuzi if you like. Guys, help out here. Lets forget the KPLC matters for now. There is money to be made if we look closely. IMO
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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Good points above. We seem to be condemning KCB too much. It is likely to give best potential upsurge in the banking sector. It has been lacking institutional support for a while but this is likely to change. It will be number on my list
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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I've placed my bet on jubilee... Reason being. The company has multiplied its earnings 10 times since 2000. The management is exemplary. They've invested significantly in power and property projects while also being the top 10 shareholders in TPS, DTB and KPLC... They have a strong East african presence. I have faith the insurance industry will grow significantly in 10years. The company is trading on a trailing P/E of 10 and BPS of 1.9. (Cheap for a financial) It is a very illiquid stock hence sudden interest can send the stock soaring I project an E.P.S of 26 and a DPS of 7 bob... Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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guru267 wrote:I've placed my bet on jubilee... Reason being.
The company has multiplied its earnings 10 times since 2000.
The management is exemplary.
They've invested significantly in power and property projects while also being the top 10 shareholders in TPS, DTB and KPLC...
They have a strong East african presence.
I have faith the insurance industry will grow significantly in 10years.
The company is trading on a trailing P/E of 10 and BPS of 1.9. (Cheap for a financial)
It is a very illiquid stock hence sudden interest can send the stock soaring
I project an E.P.S of 26 and a DPS of 7 bob...
Clearly we have a case here for a stock that is neglected by investors but which holds alot of value. Now @ Guru, do give a BUY recommendation or an ACCUMULATE say on price dips? I have been accumulating this stock but cannot seem to get my average below 187/-. 
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Rank: Member Joined: 12/11/2006 Posts: 896
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will wait to buy kplc rights when they hit the market “Invest in yourself. Your career is the engine of your wealth.”
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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Banks will continue to perform well and by banks i mean CO-Op,Equity and K.C.B . @ guru Hi. Long time no see. just wonderin.do you by any chance have a seat at the board of directors of Jubillee.You are so bullish on this stock it makes me wonder. Your future depends on your dreams so go to sleep !
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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The Merchant wrote: Clearly we have a case here for a stock that is neglected by investors but which holds alot of value. Now @ Guru, do give a BUY recommendation or an ACCUMULATE say on price dips? I have been accumulating this stock but cannot seem to get my average below 187/-. @the merchant its both a buy and accumulate... My average was 165 but has since risen to 174 because I've been accumulatin below 190.. With this stock one needs to be patient enough to withstand massive price swings because in the end up is the only way for the price @qw i understand the insurance industry well enough to know there are Few insurance companies worldwide that have posted positive growth in profits every year for the last ten years... But jubilee has managed 2 do so and will continue to do so... Plus management hold a large number of shares in this one... Another clear sign of faith in the company.. Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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@guru. Thank you. Your response is very solid. This is definitely a company we should be buying into. I like you r point about the illiquid nature of the stock which means if this stock receives a little attantion we will have an Eaagads(with the right fundamentals this time round).
I am currently combing through their books from 2004 and their management does seem solid.
Now, @guru, do you think the government price controls will affect dear KK? Across most brokers it is recommended as a BUY and there has been no change in this recommendation so far. Lets discuss that. Over to you. Thanks.
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EQUITY,JUBILEE,KENOL KOBIL,CENTUM - TIME TO BUY!!!????!!!
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