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Bamburi Cement FY 2015 PBT Up 46%
Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Boris Boyka wrote:[quote=VituVingiSana]I can't find the "Stocks to own for a lifetime" thread [Wazua's search function sucks].
Bamburi was one of my picks. Use Google http://www.wazua.co.ke/f...px?g=posts&m=702481[/quote] Asante. My choices for "2 STOCKS FOR LIFE" were EABL and Bamburi. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:@aguy popping champagne  Imagine how disciplined one must be to see an opportunity (last year) but still ignore the bus... That bear pressure and now a crazy lending rate control bill and the crazy global monetary experiments have made me sit on my hands when it comes to EM markets. @murchr better deals are coming. Patience. That's super self control, without it there's no success in stocks. Im glad the share is rallying, but, I'm ready to buy more when the bear sinks it's teeth deeper The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Boris Boyka wrote:Aguytrying wrote:Boris Boyka wrote:murchr wrote:Ooh s**** been wanting to load this bus but clearly I have been left  Am enjoying the ride brother. Ulishuka lini wewe bana? We kept the faith and rewards keep on coming. Remember u ask me why I never sell... This and kk are good examples why not. Rallying in a bear market. Speculation wouldn't have worked here. Coz logically u expect Bamburi and kk to be hitting new lows now. Enjoy. The dividends jazz me. I wonder what new ideas la farge holcim might have going forward. @hisah. Great call on eps, turnover and bear resistance Ness so far @Aguy the buyer! Sometimes it makes Monetary sense to sell. Remember what I did with Kk, I sold @ 10.30 then got back in @ 8ish netting a 15% while You were watching. It feels clever when you pull off such moves, it's like trying to be smarter than the market. One day you will accept that you're not. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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Aguytrying wrote:Boris Boyka wrote:Aguytrying wrote:Boris Boyka wrote:murchr wrote:Ooh s**** been wanting to load this bus but clearly I have been left Am enjoying the ride brother. Ulishuka lini wewe bana? We kept the faith and rewards keep on coming. Remember u ask me why I never sell... This and kk are good examples why not. Rallying in a bear market. Speculation wouldn't have worked here. Coz logically u expect Bamburi and kk to be hitting new lows now. Enjoy. The dividends jazz me. I wonder what new ideas la farge holcim might have going forward. @hisah. Great call on eps, turnover and bear resistance Ness so far @Aguy the buyer! Sometimes it makes Monetary sense to sell. Remember what I did with Kk, I sold @ 10.30 then got back in @ 8ish netting a 15% while You were watching. It feels clever when you pull off such moves, it's like trying to be smarter than the market. One day you will accept that you're not. @Aguy you are too experienced to give such a statement! Stocks move up and down and will always do. We sell stocks when we reach our targets, when a stocks fundamentals change and for a lower re-entry while making some fair gains.
. These are based on analysisi and sound personal decision. I haven't claimed to be smarter than market and i doubt anyone is. I see your deep pain. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@Boris. There's one word for all that paragraph. Speculation. You speculated that kk price would drop from 10 to 8. So you sold at 10 and waited, and luckily for you it did go back to 8. Then you bought again at 8 I guess hoping it will go back to 10 or whatever your target is. Whenever you try to be predict what will happen and invest with that. It's speculation. The fundamentals of kk at that time kept getting better, so you can't tell us you sold because fundamentals worsened. Look, I know it's the fun way of investing but it eventually ends in losses, regrets and missed opportunities.an emotional cocktail that is not necessary given the already volatile nature of stocks. I have been left by busses before because of the same pattern of investing, the only pain is to see it happen to a fellow investor with whom we boarded said bus at the same time. Happy hunting. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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Aguytrying wrote:@Boris. There's one word for all that paragraph. Speculation. You speculated that kk price would drop from 10 to 8. So you sold at 10 and waited, and luckily for you it did go back to 8. Then you bought again at 8 I guess hoping it will go back to 10 or whatever your target is. Whenever you try to be predict what will happen and invest with that. It's speculation. The fundamentals of kk at that time kept getting better, so you can't tell us you sold because fundamentals worsened.
Look, I know it's the fun way of investing but it eventually ends in losses, regrets and missed opportunities.an emotional cocktail that is not necessary given the already volatile nature of stocks. I have been left by busses before because of the same pattern of investing, the only pain is to see it happen to a fellow investor with whom we boarded said bus at the same time. Happy hunting. One fundamental truth not taught anywhere in schools and must be committed into memory Mr. market is smarter than anybody else! Once an investor or speculator knows that they trade cautiously knowing that being in the market is like playing with fire. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Aguytrying wrote:@Boris. There's one word for all that paragraph. Speculation. You speculated that kk price would drop from 10 to 8. So you sold at 10 and waited, and luckily for you it did go back to 8. Then you bought again at 8 I guess hoping it will go back to 10 or whatever your target is. Whenever you try to be predict what will happen and invest with that. It's speculation. The fundamentals of kk at that time kept getting better, so you can't tell us you sold because fundamentals worsened.
Look, I know it's the fun way of investing but it eventually ends in losses, regrets and missed opportunities.an emotional cocktail that is not necessary given the already volatile nature of stocks. I have been left by busses before because of the same pattern of investing, the only pain is to see it happen to a fellow investor with whom we boarded said bus at the same time. Happy hunting. I agree with you . It's hard to predict the stock. When you make a good bet and make money ,people call themselves smart and genius .and if they make the same move and there happens a negative news affecting the stock( with good pe nice PBT) leading it to lose its value then will you call yourself smart?-@mnadii!!!! In stocks regarding self as smart is just a feeling of emotions per that instant of success and not a progressive dynamic achievement of the same. In short don't regard yourself smart in this volatile sector.
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Rank: Member Joined: 9/9/2015 Posts: 233
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Please note people that in the market we have investment styles. We have chart predictions, we have fundamentalists and we have momentum investors. Each style has its strengths and weaknesses. A master of one style would be foolhardy to trade it for the in season style. His mind would still be hard wired to his old investment style. U can see where that gets him. While fundamentalists do best in bear markets, there is always a bull somewhere in it such as kk et al. Dont change your style. When it fails cash is always an option as you wait for the pendulum to swing back. @ Boris, your smartness isnt demonstrated by your obvious win but your discipline in keeping to your style. Congrats. "Buy when there's blood in the streets, even if the blood is your own."
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Rank: User Joined: 1/20/2014 Posts: 3,528
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enyands wrote:Aguytrying wrote:@Boris. There's one word for all that paragraph. Speculation. You speculated that kk price would drop from 10 to 8. So you sold at 10 and waited, and luckily for you it did go back to 8. Then you bought again at 8 I guess hoping it will go back to 10 or whatever your target is. Whenever you try to be predict what will happen and invest with that. It's speculation. The fundamentals of kk at that time kept getting better, so you can't tell us you sold because fundamentals worsened.
Look, I know it's the fun way of investing but it eventually ends in losses, regrets and missed opportunities.an emotional cocktail that is not necessary given the already volatile nature of stocks. I have been left by busses before because of the same pattern of investing, the only pain is to see it happen to a fellow investor with whom we boarded said bus at the same time. Happy hunting. I agree with you . It's hard to predict the stock. When you make a good bet and make money ,people call themselves smart and genius .and if they make the same move and there happens a negative news affecting the stock( with good pe nice PBT) leading it to lose its value then will you call yourself smart?-@mnadii!!!! In stocks regarding self as smart is just a feeling of emotions per that instant of success and not a progressive dynamic achievement of the same. In short don't regard yourself smart in this volatile sector. Generally i dont quit the stoke completely but sell some of the holding mostly recouping my money and hold the remaining holding as 'free' for the rest of 'my' life unless something drastic happens..... has worked for me in Safcom and KCB where i have good holdings. Surely Buying KCB in 16 all the way to 26, then it reached 60 and started retracking. I sold at 56 and recouped my investment and let the rest hang in there at zero cost. Funny strategy but it works for me!!! Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Othelo wrote:enyands wrote:Aguytrying wrote:@Boris. There's one word for all that paragraph. Speculation. You speculated that kk price would drop from 10 to 8. So you sold at 10 and waited, and luckily for you it did go back to 8. Then you bought again at 8 I guess hoping it will go back to 10 or whatever your target is. Whenever you try to be predict what will happen and invest with that. It's speculation. The fundamentals of kk at that time kept getting better, so you can't tell us you sold because fundamentals worsened.
Look, I know it's the fun way of investing but it eventually ends in losses, regrets and missed opportunities.an emotional cocktail that is not necessary given the already volatile nature of stocks. I have been left by busses before because of the same pattern of investing, the only pain is to see it happen to a fellow investor with whom we boarded said bus at the same time. Happy hunting. I agree with you . It's hard to predict the stock. When you make a good bet and make money ,people call themselves smart and genius .and if they make the same move and there happens a negative news affecting the stock( with good pe nice PBT) leading it to lose its value then will you call yourself smart?-@mnadii!!!! In stocks regarding self as smart is just a feeling of emotions per that instant of success and not a progressive dynamic achievement of the same. In short don't regard yourself smart in this volatile sector. Generally i dont quit the stoke completely but sell some of the holding mostly recouping my money and hold the remaining holding as 'free' for the rest of 'my' life unless something drastic happens..... has worked for me in Safcom and KCB where i have good holdings. Surely Buying KCB in 16 all the way to 26, then it reached 60 and started retracking. I sold at 56 and recouped my investment and let the rest hang in there at zero cost. Funny strategy but it works for me!!! 
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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@Aguy @pesa nane et al, when is the AGM? Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Boris Boyka wrote:@Aguy @pesa nane et al, when is the AGM? Thursday 2nd June at Nyali Beach hotel at 2.30pm.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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hisah wrote:Boris Boyka wrote:@Aguy @pesa nane et al, when is the AGM? Thursday 2nd June at Nyali Beach hotel at 2.30pm. Thank you very much @hisah Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Not good for ARM. Perhaps not good for Bamburi is Dangote's cement finds its way into Kenya. Dangote Cement has announced lower cement prices in Tanzania as the new entrant seeks to gain market share. Their products will be trading at about 20.0% discount to the prevailing market prices. (Source: The Citizen, Kestrel Research) Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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VituVingiSana wrote:Not good for ARM.
Perhaps not good for Bamburi is Dangote's cement finds its way into Kenya.
Dangote Cement has announced lower cement prices in Tanzania as the new entrant seeks to gain market share. Their products will be trading at about 20.0% discount to the prevailing market prices. (Source: The Citizen, Kestrel Research) A better query is who amongst BAMB, EAPCC and ARM will weather the price war storm better? Of course not EAPCC. ARM has to repair the balance sheet before anything while BAMB has cashflow for now. So BAMB is better placed to weather that storm.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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@hisah EAPCC will weather the storm;shida ya huko ni corruption mingi. EAPCC has guaranteed business in terms of gava and NSSF construction projects Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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