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Bamburi Cement HY15 PAT soars 86%
Aguytrying
#21 Posted : Friday, August 28, 2015 11:07:55 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
sparkly wrote:
instinct wrote:
That dividend yield is no better than safaricom's


support your assertion. This is interim.


Safcom at 14.00= 4.5%
Bamburi at 154= 7.8%
Bat at 700. = 5.7%
Hfck at 21. = 6.2%

Omg. It's The dividend stock!! Any other challengers?
The investor's chief problem - and even his worst enemy - is likely to be himself
the deal
#22 Posted : Friday, August 28, 2015 11:28:22 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Good results in a bad market... good for yield hunters
Zoori
#23 Posted : Friday, August 28, 2015 2:17:22 PM
Rank: Hello


Joined: 6/5/2015
Posts: 9
the deal wrote:
Good results in a bad market... good for yield hunters


Makes sense only to dividend hunters.

Not tempting to me at current PE of about 20.
hisah
#24 Posted : Friday, August 28, 2015 3:43:29 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Zoori wrote:
the deal wrote:
Good results in a bad market... good for yield hunters


Makes sense only to dividend hunters.

Not tempting to me at current PE of about 20.

Historical PER is 15.71 derived from today's price @154 with 2014 EPS of 9.8.

Forward PER amusing the performance remains constant means @154 and final EPS (7.77 x 2) the value is 9.90.

On a PER basis this counter is cheap and easily fits in the buy list.

My estimate final EPS will be around 17.2 which means forward PER with a price of 154 is 8.95.

So with a PER of below 10 and a dividend yield of 7.8% (as presented by Aguy) this is a nice place to pack some cash as you wait for the bear weather to pass.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
sparkly
#25 Posted : Friday, August 28, 2015 3:46:29 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Aguytrying wrote:
sparkly wrote:
instinct wrote:
That dividend yield is no better than safaricom's


support your assertion. This is interim.


Safcom at 14.00= 4.5%
Bamburi at 154= 7.8%
Bat at 700. = 5.7%
Hfck at 21. = 6.2%

Omg. It's The dividend stock!! Any other challengers?


Applause Applause Applause Applause Applause Applause
Life is short. Live passionately.
Boris Boyka
#26 Posted : Thursday, September 03, 2015 10:11:23 PM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
hisah wrote:
Zoori wrote:
the deal wrote:
Good results in a bad market... good for yield hunters


Makes sense only to dividend hunters.

Not tempting to me at current PE of about 20.

Historical PER is 15.71 derived from today's price @154 with 2014 EPS of 9.8.

Forward PER amusing the performance remains constant means @154 and final EPS (7.77 x 2) the value is 9.90.

On a PER basis this counter is cheap and easily fits in the buy list.

My estimate final EPS will be around 17.2 which means forward PER with a price of 154 is 8.95.

So with a PER of below 10 and a dividend yield of 7.8% (as presented by Aguy) this is a nice place to pack some cash as you wait for the bear weather to pass.

Seems many have heed your call.Traded high of 170 and low of 165 on good volume.Dividend date is 25th sep.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
Pesa Nane
#27 Posted : Tuesday, September 22, 2015 2:22:50 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Mind boggling Ksh. 254Mn turnover on this counter today.
1,099,700 share were on one swoop! Applause
Pesa Nane plans to be shilingi when he grows up.
Aguytrying
#28 Posted : Tuesday, September 22, 2015 3:06:17 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Boris Boyka wrote:
hisah wrote:
Zoori wrote:
the deal wrote:
Good results in a bad market... good for yield hunters


Makes sense only to dividend hunters.

Not tempting to me at current PE of about 20.

Historical PER is 15.71 derived from today's price @154 with 2014 EPS of 9.8.

Forward PER amusing the performance remains constant means @154 and final EPS (7.77 x 2) the value is 9.90.

On a PER basis this counter is cheap and easily fits in the buy list.

My estimate final EPS will be around 17.2 which means forward PER with a price of 154 is 8.95.

So with a PER of below 10 and a dividend yield of 7.8% (as presented by Aguy) this is a nice place to pack some cash as you wait for the bear weather to pass.

Seems many have heed your call.Traded high of 170 and low of 165 on good volume.Dividend date is 25th sep.


This stock is doing so well in this bear market, It opened the year at 140.00 now at 180.00. so its up 28% this year. Its also giving consistent and high dividend for the last 2 years!

Like @ Hisah says, since its in recovery mode in terms of profitability its best to look at forward PER.

Couple this with the best dividend yield at the NSE. I hadn't anticipated any of this, this is truly a bluechip. The yields and price stability confirm this.

NB. Lafarge holcim completed the merger in july, this could also be giving it that good feel factor

http://www.wsj.com/artic...bined-company-1436966051
The investor's chief problem - and even his worst enemy - is likely to be himself
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