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KCB HY 2011 results are here!
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young
#81 Posted : Sunday, July 31, 2011 12:59:47 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,048
Location: Lagos, Nigeria
kenyainvestor wrote:
@young, I am aware that investing for dividends is your game


Yes my overall objecive in stocks is moderate gains made of agressive dividends returns with above average capital appreciation and most importantly rest of mind.
My leverages are real estate, mutual funds instruments.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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youcan'tstopusnow
#82 Posted : Sunday, July 31, 2011 8:23:49 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
World Bank approves KCB loan to boost growth plan

http://www.businessdaily...4/-/58rg8jz/-/index.html
GOD BLESS YOUR LIFE
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young
#83 Posted : Sunday, July 31, 2011 9:00:50 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,048
Location: Lagos, Nigeria
[quote=youcan'tstopusnow]World Bank approves KCB loan to boost growth plan

http://www.businessdaily.../-/58rg8jz/-/index.html[/quote]

All indications points to the fact that
there is hope in the lion for the patient ones when the king of the animals fully wake up from slumber, stronger and slimmer and becomes very agile .
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Cde Monomotapa
#84 Posted : Sunday, July 31, 2011 9:18:06 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
[quote=youcan'tstopusnow]World Bank approves KCB loan to boost growth plan

http://www.businessdaily.../-/58rg8jz/-/index.html[/quote]

Interesting...

KCB - IFC Deal
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Cde Monomotapa
#85 Posted : Monday, August 01, 2011 5:45:43 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
[quote=youcan'tstopusnow]World Bank approves KCB loan to boost growth plan

http://www.businessdaily.../-/58rg8jz/-/index.html[/quote]

Interesting...

KCB - IFC Deal
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the deal
#86 Posted : Monday, August 01, 2011 8:58:22 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
KCB is well positioned regionally to post handsome returns to shareholders but the problem there is execution...the restructuring should have started with the CEO's head...
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Cde Monomotapa
#87 Posted : Monday, August 01, 2011 9:26:12 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
I think if KCB was such a bad bank then its Loans & Deposits would not be growing. Furthermore, I wonder why market players expect KCB to apologize for running up great expenses in the recent past while it was investing in the future by setting up a comprehensive EAC network. And why should Dr.M.O.O be vindicated and yet he oversaw the greenfield EAC proccess from start to end? He should be lauded as he will leave a solid legacy when his tenure expires naturally. A principle of life is that U can't bake ur cake and eat it at the same time. A good farmer understands that planting(investing), weeding(consolidation) & harvesting(just watch KCB from now) is a process.
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Cde Monomotapa
#88 Posted : Monday, August 01, 2011 9:28:11 AM
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Joined: 1/13/2011
Posts: 5,964
Business cycles 101.
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Cde Monomotapa
#89 Posted : Monday, August 01, 2011 9:32:18 AM
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Joined: 1/13/2011
Posts: 5,964
KCB just needs Q3 & Q4 of this year to illustrate.
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the deal
#90 Posted : Monday, August 01, 2011 9:37:26 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Cde Monomotapa wrote:
KCB just needs Q3 & Q4 of this year to illustrate.

Well me i'm not convinced he is the right man for the Job...all the RI money and still delivering sluggish numbers...EXECUTION...well share is down today...lets see....
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VituVingiSana
#91 Posted : Monday, August 01, 2011 9:55:36 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Does MOO own any KCB shares like JM owns 5% of EB shares?
Is MOO after a mshahara + bonus or does he share in the pain or joy of shareholders?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Cde Monomotapa
#92 Posted : Monday, August 01, 2011 10:01:03 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
As much as it is an ideal position I have always found it a weak arguement of CEOs having to be part owners. If a survey was done i'm sure less than 1% of Corporate Kenya has ESOPs let alone CEOs being part owners.
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Cde Monomotapa
#93 Posted : Monday, August 01, 2011 10:08:09 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
@deal my discussions are always more on what makes the share price (business) and not the price solely. The NSE has more mad men (pigs) otw, why is KK @12 bob with a one hell of a dividend Laughing out loudly Laughing out loudly but some of us have evolved in this business to an undrstanding that in the longrun prices adjust to reflect reality (not wet dreams) smile
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the deal
#94 Posted : Monday, August 01, 2011 10:25:26 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Cde Monomotapa wrote:
@deal my discussions are always more on what makes the share price (business) and not the price solely. The NSE has more mad men (pigs) otw, why is KK @12 bob with a one hell of a dividend Laughing out loudly Laughing out loudly but some of us have evolved in this business to an undrstanding that in the longrun prices adjust to reflect reality (not wet dreams) smile

Laughing out loudly Laughing out loudly wet dreams are good...who didnt enjoy them growing up
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Cde Monomotapa
#95 Posted : Monday, August 01, 2011 10:48:09 AM
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Joined: 1/13/2011
Posts: 5,964
A wet dream of recent times was the herd expecting Safcom at 10bob+ after listing. (400B mkt cap. for S.com Laughing out loudly Laughing out loudly) tis ideal to grow up.
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youcan'tstopusnow
#96 Posted : Monday, August 01, 2011 11:00:57 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde Monomotapa wrote:
A wet dream of recent times was the herd expecting Safcom at 10bob+ after listing. (400B mkt cap. for S.com Laughing out loudly Laughing out loudly) tis ideal to grow up.

Laughing out loudly Yet I was insulted when I stated that it was absurd to think share will move to 5 bob immediately after results. Same guys who expected Equity to hit 40 bob a day after FY 2010 results.
Cde, maybe we should start a thread titled WETTEST DREAMS EVER!!!
GOD BLESS YOUR LIFE
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Cde Monomotapa
#97 Posted : Monday, August 01, 2011 11:10:03 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
I think we should and add the other fellows who bought Cables post split at 100 (100*10=1,000!!!) Laughing out loudly Laughing out loudly
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bartum
#98 Posted : Monday, August 01, 2011 11:29:38 AM
Rank: Veteran


Joined: 8/11/2010
Posts: 1,011
Location: nairobi
Cde Monomotapa wrote:
I think we should and add the other fellows who bought Cables post split at 100 (100*10=1,000!!!) Laughing out loudly Laughing out loudly

and guys who bought icdi now centum at 800 pre split.i got burnt. Lessons at NSE are learnt hardest way. Lakini sasa! Sisemi kitu.
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youcan'tstopusnow
#99 Posted : Monday, August 01, 2011 11:38:34 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
bartum wrote:
Cde Monomotapa wrote:
I think we should and add the other fellows who bought Cables post split at 100 (100*10=1,000!!!) Laughing out loudly Laughing out loudly

and guys who bought icdi now centum at 800 pre split.i got burnt. Lessons at NSE are learnt hardest way. Lakini sasa! Sisemi kitu.


When was this?
GOD BLESS YOUR LIFE
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VituVingiSana
#100 Posted : Monday, August 01, 2011 11:58:45 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,223
Location: Nairobi
Cde Monomotapa wrote:
As much as it is an ideal position I have always found it a weak arguement of CEOs having to be part owners. If a survey was done i'm sure less than 1% of Corporate Kenya has ESOPs let alone CEOs being part owners.

Show me the best performers in the past 5 years & I will show you 'ownership' by Management/Management.

KK - Segman & Management have an ESOP + options

Equity Bank - Best Bank for investors in Kenya since 2006

ARM - It has performed 2x better as Bamburi. 5x better than EAPC.

ScanGroup - Thakrar has become RICH. And took some of us along!

TPSEA/Nation/DTBK/Jubilee - Aga Khan calls the shots through his people. Ismaili community are major investors directly as well. Go to the AGMs or just look through the Shareholder Register.
TPSEA has an ESOP & I think the CEO has options or shares.

C&G - The share price has been so-so but the performance sizzles. The CEO's family is the major shareholder.

Carbacid - Wanjigi & Patel are the major shareholders. Both are on the Board.

City Trust - The Chairman is 50% owner.

Of course, I have excluded thieves like merali. You know I do not trust him so I would never invest with a thief. The other crook is matu. I got caught up. Nowadays, I look at CEO/Management/BoD as well before I invest.

BTW, I do not say 'buy' any of the above today. You had your chance 5 years ago. Except KK which has another 5 glorious years ahead!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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