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Angelica _ann		#471 Posted : Tuesday, January 24, 2017 3:57:16 PM
Rank: Elder Joined: 12/7/2012 Posts: 11,935		MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Ebenyo		#472 Posted : Tuesday, January 24, 2017 4:46:14 PM
Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale		VituVingiSana wrote: KenRe is not for those who want fast returns. It's a moneymaker that requires lots of patience. It will not double in 2 years but has a consistent profitability over the medium to long term. Eventually it will be taken over by a strategic investor. Patience is key. Meanwhile enjoy the dividend. that is very fine for me Towards the goal of financial freedom
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obiero		#473 Posted : Tuesday, January 24, 2017 6:04:12 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		Ebenyo wrote: VituVingiSana wrote: KenRe is not for those who want fast returns. It's a moneymaker that requires lots of patience. It will not double in 2 years but has a consistent profitability over the medium to long term. Eventually it will be taken over by a strategic investor. Patience is key. Meanwhile enjoy the dividend. that is very fine for me At my age I will never hold a stock for over 365 days to get 45cents dividend.. That's an investment strategy which is very close to insanity.. However, the share price gain in late 2016 was remarkable albeit not supported by fundamentals, just hullabaloo KQ ABP 4.26
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Ericsson		#474 Posted : Tuesday, January 24, 2017 11:27:24 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI		http://www.businessdaily...785590-1rhj9y/index.html Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#475 Posted : Wednesday, January 25, 2017 1:13:32 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#476 Posted : Sunday, January 29, 2017 10:36:51 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		VituVingiSana wrote: Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Kenya Airways has the highest quality chairman in East & Central Africa.. Revenues unmatched by any other listed lender apart from Safaricom KQ ABP 4.26
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sparkly		#477 Posted : Sunday, January 29, 2017 11:03:36 AM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		obiero wrote: VituVingiSana wrote: Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Kenya Airways has the highest quality chairman in East & Central Africa.. Revenues unmatched by any other listed lender apart from Safaricom Losses are also unmatched Life is short. Live passionately.
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obiero		#478 Posted : Sunday, January 29, 2017 11:22:07 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		sparkly wrote: obiero wrote: VituVingiSana wrote: Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Kenya Airways has the highest quality chairman in East & Central Africa.. Revenues unmatched by any other listed lender apart from Safaricom Losses are also unmatched There are several smaller companies making unimaginable losses on scale basis .. It's just that the size of KQ makes its losses appear larger than life KQ ABP 4.26
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Spikes		#479 Posted : Sunday, January 29, 2017 12:39:37 PM
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa		obiero wrote: sparkly wrote: obiero wrote: VituVingiSana wrote: Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Kenya Airways has the highest quality chairman in East & Central Africa.. Revenues unmatched by any other listed lender apart from Safaricom Losses are also unmatched There are several smaller companies making unimaginable losses on scale basis .. It's just that the size of KQ makes its losses appear larger than life @Obiero teaching us pure math. ...I like your analysis. ..It is true...bro keep the spirit burning. .. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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obiero		#480 Posted : Sunday, January 29, 2017 1:05:09 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		Spikes wrote: obiero wrote: sparkly wrote: obiero wrote: VituVingiSana wrote: Angelica _ann wrote: MadDoc wrote: obiero wrote: MadDoc wrote: Anyone with clues on the current drop in share price? The same reason it went up.. Nothing tangible!! ii yako ni chuki Anything VVS holds is normal trashed (somehow except Unga Group), if you have been following them. @Angel - As a Warren Buffett fan and follower, I am OK with all the kelele ya chura. After all, I get my dividend regularly and sleep at night without worrying about when the CEO will be fired for poor performance! Unga - Nick Hutchinson has been around for 5+ years as CEO. Isabella Ocholla-Wilson has been around for a few years too. KenRe - Mwarania is doing OK and there's no talk of replacing him. I&M - The "old" CEO [now a director] retired at 65 (or something like that) while the Executive Director (48) still runs the show. KK - Ohana's 4th year as CEO. Mathenge's 4th year as chairman. Profits rolling in! I can wait out the downturns in share price as long as the CORE business is doing well enough. I expect all the above to do better in FY 2017 vs FY 2016 except I&M like most banks. Even Unga with a tough year (drought, KES/USD) is expected to do better. Some smaller holdings like Williamson/Kapchorua will take a hit [drought] but I can wait for the "boom" in 1-2 years. TPSEA will have a tough time due to the elections [low tourist numbers and construction/rehab of Nairobi Serena] but give it 2 years. Car & General will suffer in 2017 [KES/USD, elections] but I expect a decent 2018. Why don't I worry unduly about these firms for now? QUALITY MANAGEMENT... Kenya Airways has the highest quality chairman in East & Central Africa.. Revenues unmatched by any other listed lender apart from Safaricom Losses are also unmatched There are several smaller companies making unimaginable losses on scale basis .. It's just that the size of KQ makes its losses appear larger than life @Obiero teaching us pure math. ...I like your analysis. ..It is true...bro keep the spirit burning. .. @spikes in all honesty, if KQ were to make a loss of let's say KES 390M like HAFR, would we consider it a big loss?? the answer is known to all KQ ABP 4.26
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