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Nation Media Group full year 2018
Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob  This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain   A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. EPS of 5.9 and a DPS of 5...That's already 84% payout. That EPS may still slide further with the decline in newspaper sales. Their revenue heavily relies on newspapers. Broadcast is still in the loss-making territory.
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us  This one went to the dogs in swift fashion. Blue chip status stripped. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Life is short. Live passionately.
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Check out K24 right now ujue competition hawalali
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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obiero wrote:murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Check out K24 right now ujue competition hawalali Yes - K24 is HOT "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 7/22/2008 Posts: 2,703
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murchr wrote:obiero wrote:murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Check out K24 right now ujue competition hawalali Yes - K24 is HOT In media, if you do not have Kikuyu radio and TV services you are finished. I personally know educated well to do Kikuyus who have not tuned in to a Kiswahili or English speaking radio or TV for the last 2 years. Na sio wachache.
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Now the problem is the advertising industry budget is getting stretched. Instagram, Facebook, YouTube etc are trying to grab a share of the video advertisement budgets. Competition is getting stiffer and companies are spending less on advertisements due to budget cuts.
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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watesh wrote:murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Now the problem is the advertising industry budget is getting stretched. Instagram, Facebook, YouTube etc are trying to grab a share of the video advertisement budgets. Competition is getting stiffer and companies are spending less on advertisements due to budget cuts. You forget to say where GoK ads have gone to
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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murchr wrote:obiero wrote:murchr wrote:Ericsson wrote:sparkly wrote:obiero wrote:lochaz-index wrote:Sufficiently Philanga....thropic wrote:Nations's Kodak moment is here with us This one went to the dogs in swift fashion. Blue chip status stripped. @yasserbigchair warned about it years ago.. but some wazuans generally move like randy sheep, trying to knock anyone who sees different I sold during that 2013/13 peak. Sweet returns Poor firms ignore their competitors; average firms copy their competitors; winning firms lead their competitors. Philip Kotler From my analysis, they have really improved on their TV content am waiting on the numbers to verify this. But they have a long way to go, their online presence is still very archaic Check out K24 right now ujue competition hawalali Yes - K24 is HOT New logo inspired by Keroche breweries Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,516 Location: nairobi
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VituVingiSana wrote:obiero wrote:xxxxx wrote:VituVingiSana wrote:rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! The question is ...at what price does NMG qualify to be considered scuttle but t?? NMG is worth no more than KES 32 per share Well then only -20% left to go! Watch and learn 
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:xxxxx wrote:VituVingiSana wrote:rwitre wrote:VituVingiSana wrote:obiero wrote:rwitre wrote:Ati 40 bob This sell-off is getting ridiculous. Anyway, the interim dividend will be used to average down. Never catch a falling knife nor chase a rising skirt #1 (knife) - Perhaps #2 (skirt) - A man has to try. No pain, no gain A 12.5% dividend yield on a blue chip whose plummeting price is indicative of extreme fear amongst investors? On this one I'm willing to gamble with a higher stake. Centum 31.50 KenRe 2.90 NMG 40 [but can they maintain the dividend?] Na kadhalika. Trying times but for those will balls of steel, this is what you want! The question is ...at what price does NMG qualify to be considered scuttle but t?? NMG is worth no more than KES 32 per share Well then only -20% left to go! Watch and learn DY: 13% Waiting for HY results this week before starting to buy off these weak hands.
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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The strategy I used in picking stocks has not worked very well.Its now time to change strategy. Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses. NMG-60% paper loss,Kenre-85% paper loss. Carb-38% paper loss. Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued. Towards the goal of financial freedom
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Rank: Member Joined: 7/6/2018 Posts: 175 Location: Kinshasa
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Ebenyo wrote:The strategy I used in picking stocks has not worked very well.Its now time to change strategy.
Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses.
NMG-60% paper loss,Kenre-85% paper loss.
Carb-38% paper loss.
Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued.
@Ebenyo, I feel you. Paper losses are just that, paper losses- you only lose when you sell (am talking about quality companies here). I don't worry abou my only paper losses in NMG because I have recouped my outlay from dividend procceds over the years. Im in my early 50s and have been investing for the last 20+ years. There's no perfect strategy, you only only get better with time. I have experienced paper losses in 3 cycles before, and they were just that. Met some young fellas at my brokerage firm who are asking me why dont I for example sell off KCB (my current ABP is Kes24.81 and book the gain? Sell off and buy what, I asked? Then he started fumbling around...because the same fellow is sending clients stocks picks advising them to buy KCB. When you have played this game long enough, you will appreciate that experience is the best teacher. In conclusion, don't forget Warren Buffett's 2 rules, and all the best! If it don't make dollars, it don't make sense
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ebenyo wrote:The strategy I used in picking stocks has not worked very well.Its now time to change strategy.
Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses.
NMG-60% paper loss,Kenre-85% paper loss.
Carb-38% paper loss.
Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued.
How? Show me the math. And what is "Value Investing"? It is buying value especially so when things look dire. NMG - I don't have these so I can't speak for it BUT the industry has suffered globally. KenRe - Nothing like the present to buy more. Carb - It is not one I have looked at it in detail but it seems to be well-run though it is in a stagnant market/sector. It has other assets. Of course, you want to sell over-valued stocks and buy undervalued stocks. That's sensible. At these prices I don't think you should bail out of KenRe and CARB. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 11/13/2015 Posts: 1,590
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Ebenyo wrote:The strategy I used in picking stocks has not worked very well.Its now time to change strategy.
Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses.
NMG-60% paper loss,Kenre-85% paper loss.
Carb-38% paper loss.
Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued.
Most stocks will be undervalued by the time this bear run is done.
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Rank: Member Joined: 7/1/2009 Posts: 256
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Balaa wrote:Ebenyo wrote:The strategy I used in picking stocks has not worked very well.Its now time to change strategy.
Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses.
NMG-60% paper loss,Kenre-85% paper loss.
Carb-38% paper loss.
Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued.
@Ebenyo, I feel you. Paper losses are just that, paper losses- you only lose when you sell (am talking about quality companies here). I don't worry abou my only paper losses in NMG because I have recouped my outlay from dividend procceds over the years. Im in my early 50s and have been investing for the last 20+ years. There's no perfect strategy, you only only get better with time. I have experienced paper losses in 3 cycles before, and they were just that. Met some young fellas at my brokerage firm who are asking me why dont I for example sell off KCB (my current ABP is Kes24.81 and book the gain? Sell off and buy what, I asked? Then he started fumbling around...because the same fellow is sending clients stocks picks advising them to buy KCB. When you have played this game long enough, you will appreciate that experience is the best teacher. In conclusion, don't forget Warren Buffett's 2 rules, and all the best! This is the kind of advice I give to anyone new to stock investing. Sadly, most people only learn after experiencing loss from speculating on stock price movements. They can't resist playing with fire once told it could burn them. And some quit altogether once they get burnt, terming the NSE a casino.
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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Ebenyo wrote:The strategy I used in picking stocks has not worked very well.Its now time to change strategy.
Dividend strategy has enabled me build an income from dividends but my portfolio has suffered badly from paper losses.
NMG-60% paper loss,Kenre-85% paper loss.
Carb-38% paper loss.
Now I'm going to use value investing strategy.I will only buy stocks which I view as undervalued after my research.I will reorganize my portfolio by getting rid of stocks which are overvalued.
How did you manage to get a -85% paper loss on kenya re? It doesn't seem plausible from where I stand. The math please if you may. The main purpose of the stock market is to make fools of as many people as possible.
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