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STOCKS TO SELL by yaserbigchair
Rank: Chief Joined: 1/3/2007 Posts: 18,212 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Stocks to avoid 08.01.2025: bamb, cabl, carb, cgen, egad, evrd, hafr, knre, kurw, tcl, och, msc, port, smer, uchm, unga, xprs CARB has paid 1.70 for FY24 and one can expect another 1.70 for FY25. The price has climbed nicely from 12-ish to 19+ [DPS ni extra ya kutoa]. Better than HF na KQ  Bamburi imeenda. 95% or so bought by Amsons. Speak into the future mzee @vvs. Don't dwell on the past. HF has turned around by your own admission. KQ is on its way to the moon Missing the point. CARB is not to be avoided for those who like quality management and dividends. HF sahau dividends until FY26 at the earliest. KQ, in its current form, sahau until the you become a Mzee Let me tell you, young man, dividends kept me afloat during the bear! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Stocks to avoid 08.01.2025: bamb, cabl, carb, cgen, egad, evrd, ftgh, hafr, knre, kurw, tcl, och, msc, port, sgl, smer, uchm, unga, xprs CARB has paid 1.70 for FY24 and one can expect another 1.70 for FY25. The price has climbed nicely from 12-ish to 19+ [DPS ni extra ya kutoa]. Better than HF na KQ Bamburi imeenda. 95% or so bought by Amsons. Speak into the future mzee @vvs. Don't dwell on the past. HF has turned around by your own admission. KQ is on its way to the moon Missing the point. CARB is not to be avoided for those who like quality management and dividends. HF sahau dividends until FY26 at the earliest. KQ, in its current form, sahau until the you become a Mzee Let me tell you, young man, dividends kept me afloat during the bear! Hehe. Don't get emoshono mzee. Why would I be happy with KES 0.20 dividend from HF in 2026, while I have 73% capital gain as at today on my ABP.. As for KQ, watch and learn! Even the youth, can teach!
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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Stocks to avoid 01.04.2025: cabl, carb, cgen, egad, evrd, ftgh, hafr, kapc, knre, kurv, och, msc, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Member Joined: 9/16/2006 Posts: 234
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Kenya airways should be in that list Sameer on my side should not be in that list “I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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Rank: Member Joined: 4/15/2008 Posts: 215
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obiero wrote:Stocks to avoid 01.04.2025: cabl, carb, cgen, egad, evrd, ftgh, hafr, kapc, knre, kurv, och, msc, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs For NMG, I would suggest a "HOLD" for the near term going into mid-term (6 months -3 years). It's very indicative that out of their 3 arms of operation (1) Print Media (2) Brodcast Media & (3) Digital Media Only Print Media is struggling. Digital Media experienced a 14% growth on HY 2024. Considering that thy just introduced a paywall to most of their digital contetent, I see good potential for the digital media in 2025. It's highly unlikely that they'll report a loss in 2025. 2024 was about restructuring which is now behind them. Do it today! Tomorrow is promise to no-one.
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Rank: Chief Joined: 1/3/2007 Posts: 18,212 Location: Nairobi
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mufasa wrote:obiero wrote:Stocks to avoid 01.04.2025: cabl, carb, cgen, egad, evrd, ftgh, hafr, kapc, knre, kurv, och, msc, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs For NMG, I would suggest a "HOLD" for the near term going into mid-term (6 months -3 years). It's very indicative that out of their 3 arms of operation (1) Print Media (2) Brodcast Media & (3) Digital Media Only Print Media is struggling. Digital Media experienced a 14% growth on HY 2024. Considering that thy just introduced a paywall to most of their digital contetent, I see good potential for the digital media in 2025. It's highly unlikely that they'll report a loss in 2025. 2024 was about restructuring which is now behind them. At the right price, NMG could become a "bond" [a dividend play] but the days of a huge growth in profits seems behind them. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: New-farer Joined: 8/1/2019 Posts: 95
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obiero wrote:Stocks to avoid 01.04.2025: cabl, carb, cgen, egad, evrd, ftgh, hafr, kapc, knre, kurv, och, msc, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs All of these companies enjoyed periods of good fortunes at some point in their history. Am disappointed that most couldn't successfully go beyond their primary offerings to expand to more promising markets when it was clear that the key markets faced a tough future. E.g eveready, had a very good chance to become a pioneer and leader in the local solar panel space.
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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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McGill wrote:obiero wrote:Stocks to avoid 01.04.2025: cabl, carb, cgen, egad, evrd, ftgh, hafr, kapc, knre, kurv, och, msc, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs All of these companies enjoyed periods of good fortunes at some point in their history. Am disappointed that most couldn't successfully go beyond their primary offerings to expand to more promising markets when it was clear that the key markets faced a tough future. E.g eveready, had a very good chance to become a pioneer and leader in the local solar panel space. Innovation is everything. Laggards stagnate and could easily die. Stocks to avoid 10.06.2025: cabl, cgen, ctum, egad, evrd, ftgh, hafr, kapc, kukz, kurv, limit, lhkl, orch, msc, nbv, nmg, port, sasn, sgl, smer, tclk, uchm, unga, xprs
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Member Joined: 7/19/2006 Posts: 118 Location: Mombasa
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I think you should ADD BAT, What do you think? lol Sound that I love most: Is the ringing bell of Stock Market.
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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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yaserbigchair wrote:I think you should ADD BAT, What do you think? lol Hehe. Long time no post! Welcome back
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Member Joined: 7/19/2006 Posts: 118 Location: Mombasa
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Thank you! Sound that I love most: Is the ringing bell of Stock Market.
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Rank: Elder Joined: 7/22/2009 Posts: 7,561
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yaserbigchair wrote:I think you should ADD BAT, What do you think? lol Why are we avoiding BAT? Fafanua tafadhali. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Member Joined: 7/19/2006 Posts: 118 Location: Mombasa
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PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY  LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Sound that I love most: Is the ringing bell of Stock Market.
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Rank: Elder Joined: 12/7/2012 Posts: 11,920
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BAT is resilient and will weather this storm. It will bounce back/recover. It is a hold if inside and a buy for more. 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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Rank: Elder Joined: 7/22/2009 Posts: 7,561
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Angelica _ann wrote:BAT is resilient and will weather this storm. It will bounce back/recover. It is a hold if inside and a buy for more. @Angelica_ann - Tutakuwa tu tunakula dividends ama unaona any hopes for growth? Are there any growth avenues? I understand wewe ndiye unakuwaga driver wa hii bus!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: New-farer Joined: 8/1/2019 Posts: 95
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yaserbigchair wrote:PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Opportunity cost. Why hold BAT when there are companies growing at double digits and with easier growth paths. Ama kuna watu wanapenda tu kuteseka.
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Rank: Elder Joined: 12/7/2012 Posts: 11,920
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McGill wrote:yaserbigchair wrote:PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Opportunity cost. Why hold BAT when there are companies growing at double digits and with easier growth paths. Ama kuna watu wanapenda tu kuteseka. Why, because of age there comes a time that you relax and eat the dividends. Hip hop and jump we did in Kibaki era when things were hot every other day 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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Rank: Elder Joined: 6/23/2009 Posts: 13,763 Location: nairobi
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Angelica _ann wrote:McGill wrote:yaserbigchair wrote:PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Opportunity cost. Why hold BAT when there are companies growing at double digits and with easier growth paths. Ama kuna watu wanapenda tu kuteseka. Why, because of age there comes a time that you relax and eat the dividends. Hip hop and jump we did in Kibaki era when things were hot every other day Nostalgic days. Umenikumbusha sweet moments in KENRE, KEGN, COOP, ARM, NMG, SCOM
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 12/7/2012 Posts: 11,920
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MaichBlack wrote:Angelica _ann wrote:BAT is resilient and will weather this storm. It will bounce back/recover. It is a hold if inside and a buy for more. @Angelica_ann - Tutakuwa tu tunakula dividends ama unaona any hopes for growth? Are there any growth avenues? I understand wewe ndiye unakuwaga driver wa hii bus!!! I was brought here by CNN and stayed on. Generally, its operations are efficient and absorbs negative policy decision well, relatively. The good dividends (huge - as a percentage of my average purchase price) is also a factor 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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Rank: Chief Joined: 1/3/2007 Posts: 18,212 Location: Nairobi
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McGill wrote:yaserbigchair wrote:PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Opportunity cost. Why hold BAT when there are companies growing at double digits and with easier growth paths. Ama kuna watu wanapenda tu kuteseka. Name a few and we can compare. As @Angelica pointed out... the DPS is dope. DPR is 80-100%. The DY, even at current prices, is like a T-Bond. Anyway, leta your candidates tuongee Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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STOCKS TO SELL by yaserbigchair
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