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Earnings Suprise Zone
Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
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Gordon Gekko wrote:qw25041985 wrote:....you meant from industrials to financials... No, I'm selling financials and buying industrials i.e have sold Equite and now waiting for KPLC at sub 21. NIC on the block at 55, might revise to 53 depending on the market next week. i'm doing the same.. only that i still fancy finance stocks to buy begining early may..spread buying only banks worth holding onto are those with corporate action attached to them..if any between coop/equity and DTK.. otherwise..finance stocks slump between March to late august annually since 2001.. unless a bonus/split/rights action is attached.. proved and back tested... u can use the wazua stock profiler to confirm  consider ProverB wrote:Gadaffi wrote:Cde Monomotapa wrote:@Gaddafi :-P we should mass action U as well. after such a performance (KCB) that deserves recognition, the share price only managed a +0.25 at the close of the market. factoring in inflation, this share is nt worth holding either 4 speculation or any long term investment, not unless its for dividend purposes Since back in the day...bank stocks have always fully factored fundamentals before release of the same..EXCEPT where such results were accompanied by some corporate action such as split/rights/bonus.. you can confirm using wazua's stock profiler.. It is the bonus that made BBK go up to 70..same to NIC today..albeit mild.. everyone holding on DTK..i included expects a bonus.. otherwise.. 145 is nice to alight with an average price of 103 don't you think? and with recent persistent slowing of the market..i ain't the smartest one to be the only one alighting counters upon results release.. checking by volumes traded.. Best time to ENTER bank stocke is mid 3rd quarter..july-august Historic.. I remember in college...2000-2003 following BBK... 300-320 between feb and march and 240-260 between jun-august... similar to stanchart and KCB ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Rank: Member Joined: 1/20/2009 Posts: 73
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hi wazuans;
i think EACables is just rallying itself up- a little set back before popping up before the books closes in March. the bonus seems attractive hence, might make it be noticed.
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Rank: Veteran Joined: 12/23/2010 Posts: 1,229
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VituVingiSana wrote:For Sport wrote:Portland's profits down - blames the price of clinker
Bamburi down - blames power costs.
Looks like the Industrials are set to disappoint this time around. No, this is specific to cement firms [ARM hasn't released results]. Since 2008, there are 2 new players + all existing players have increased capacity. ARM has expanded Kaloleni. Bamburi opened Hima in Uganda... ARM? What’s with the high P/E ? Growth?? With the construction boom we keep reading about, I wonder why cement producers should be struggling. My staple has been oil, beer and sugar. Sin Industry: Cigarrettes seem to be doing better than beer despite similar attempts at regulation (at least the smokers weren’t put on a smoking timetable as someone put it). Preferred beer though – maybe because I contribute directly to the bottom line + the faith in the regional market. Got a bit alarmed though when I heard one of their guys suggesting they would consider getting into the chang’aa market (kwani they don’t have faith in the ability of their current product mix to deliver?) Sugar is touch and go but on MSC I’m 100% emotional (not smart) – been in since the beginning. Got out just once. Will keep buying – MSC hasn’t seen its 9th life yet. Energy: watching KPLC. I’m a sucker for dividends (I know, I know go for growth) so I prefer oil – but even Total which had a stable dividend policy for a lo-ong time changed tack last year. Waiting for the verdict on oil this year.
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Rank: Chief Joined: 1/3/2007 Posts: 18,221 Location: Nairobi
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Even with all the construction... the Supply situation has changed for the better [for consumers] since the 2 new cement firms [Mombasa Cement & another] have really put the pressure on prices. Then add extra capacity for ARM in Kaloleni. Plus Bamburi's exports to Uganda will drop [Hima has expanded its capacity as well] ARM will also import cement from its huge Tanzania plant. All in all... looks good for consumers in the short term. Now if S.Sudan, Lamu, etc all pick up [huge construction projects] then it looks good for the cement firms as well... There is a new factory being built in Pokot as well... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 2/1/2011 Posts: 10
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PATTIE wrote:hi wazuans;
i think EACables is just rallying itself up- a little set back before popping up before the books closes in March. the bonus seems attractive hence, might make it be noticed. Am also thinking on the same wave-length. DON'T SELL YOURSELF SHORT
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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Rank: Member Joined: 12/15/2010 Posts: 162
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... its quite bullish this week
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Rank: Member Joined: 9/14/2010 Posts: 106
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And i am reading this thread like a bestseller mystery novel.Complete with never ending suspense..... The early worm, is the one caught by the early bird.........
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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SGL doesn't disappoint...watch this space.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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deal, since selling C&G, it is down over 50 percent. Are you planning to go back in or are you the type not to give your exes any chance? GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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@ youcant Scangrp (one of my exes) has taken a beating as well, below 45 - I will get back in. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Chief Joined: 1/3/2007 Posts: 18,221 Location: Nairobi
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@the deal - I am looking for you... can you recommend conference venue and hotels in windhoek? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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VituVingiSana wrote:@the deal - I am looking for you...
can you recommend conference venue and hotels in windhoek? Hi there i was not in the Country for the past 2 weeks just came back Jana, check out the list below. i recommend you use Hotel Safari club and Conference Center. http://www.namibweb.com/conf.htm
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Rank: Chief Joined: 1/3/2007 Posts: 18,221 Location: Nairobi
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the deal wrote:[quote=VituVingiSana]@the deal - I am looking for you...
can you recommend conference venue and hotels in windhoek? Hi there i was not in the Country for the past 2 weeks just came back Jana, check out the list below. i recommend you use Hotel Safari club and Conference Center. http://www.namibweb.com/conf.htm[/quote]Thanks... 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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Went back to last year records. Dtk released on 16th march 2010. So they should be releasing week. Though previous years they released 3, 9th march. Will it be a suprise, or what is expected? Weak demand has pushed the share to 140 in the past week. Though traded volumes have generally been on the up, for the last month or so. Going by what we've seen with other banks share price after reporting, and indeed other companies, a corporate action would be the most sure way for a rally to occur ala car and general. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Aguytrying wrote:Went back to last year records. Dtk released on 16th march 2010. So they should be releasing week. Though previous years they released 3, 9th march. Will it be a suprise, or what is expected? Weak demand has pushed the share to 140 in the past week. Though traded volumes have generally been on the up, for the last month or so. Going by what we've seen with other banks share price after reporting, and indeed other companies, a corporate action would be the most sure way for a rally to occur ala car and general. Short term support zone for DTK is 130 - 135. If that breaks, 109 - 115 is the next train station. It doesn't matter whether they return 100%, the market sentiment has changed and it's the speculator holding the market. Hmmm... where did the mboyz go? Perhaps the new IPOs is where they are, waiting to offload yet again...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:
Short term support zone for DTK is 130 - 135. If that breaks, 109 - 115 is the next train station. It doesn't matter whether they return 100%, the market sentiment has changed and it's the speculator holding the market. Hmmm... where did the mboyz go? Perhaps the new IPOs is where they are, waiting to offload yet again...
But it will matter if they give a minimum of a 1:4 bonus issue because the price will rally to 190 Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 5/27/2010 Posts: 324 Location: nrb
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guru267 wrote:hisah wrote:
Short term support zone for DTK is 130 - 135. If that breaks, 109 - 115 is the next train station. It doesn't matter whether they return 100%, the market sentiment has changed and it's the speculator holding the market. Hmmm... where did the mboyz go? Perhaps the new IPOs is where they are, waiting to offload yet again...
But it will matter if they give a minimum of a 1:4 bonus issue because the price will rally to 190 ??? 190 in the current bear marke?... when bonus doesnt change anything in the wealth of a company?
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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Anyone with serious dates for DTB release? If they go with last years dates, probably next week and hopefully the results will coincide with long rains lol!!!! Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Chief Joined: 1/3/2007 Posts: 18,221 Location: Nairobi
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We need the rains... Any juju masters out there??? Of course, we see a little rain & we stop worrying about the Mau... We need to kick out moi & his cronies from the Mau Forest Area... We need to save those catchment areas or these droughts will continue affecting us! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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