wazua Wed, Jan 29, 2025
Welcome Guest Search | Active Topics | Log In | Register

13 Pages«<56789>»
Taking positions for 2010
Options
Previous Topic · Next Topic
mv_ufanisi
#121 Posted : Wednesday, March 17, 2010 10:10:16 AM
Rank: Member


Joined: 1/15/2010
Posts: 625
@VVS - Props for your predictions. Quite impressive picks for this year. Have u checked out Ghana? There's banks there trading at a PE of 5 - and the oil production starts this year. Some bargains to be had there.
Back to top
 Report Abusive | Report SPAM
ecstacy
#122 Posted : Wednesday, March 17, 2010 11:18:48 AM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
time to watch 'Express'? smile
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#123 Posted : Wednesday, March 17, 2010 12:22:08 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
@MV - I am already there... And asante...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
mv_ufanisi
#124 Posted : Wednesday, March 17, 2010 1:53:43 PM
Rank: Member


Joined: 1/15/2010
Posts: 625
@VVS
So who do u like there?
Back to top
 Report Abusive | Report SPAM
MaichBlack
#125 Posted : Wednesday, March 17, 2010 2:47:50 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,467
@ MV_Ufanisi - How do I trade in the Ghana stock exchange? It sounds like there is some money to be made there.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
Back to top
 Report Abusive | Report SPAM
mwanafunzi
#126 Posted : Wednesday, March 17, 2010 7:26:07 PM
Rank: Member


Joined: 12/3/2008
Posts: 113
Ghana automated there trading last year and their cma is planning on major civil education on investment.good political environment though the market is so illiquid as per now a good market for the longterm
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#127 Posted : Wednesday, March 17, 2010 9:09:12 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
VituVingiSana wrote:
@MV - I am already there... And asante...

GCB
If u want to speculate African Champion
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
Horton
#128 Posted : Thursday, March 18, 2010 6:59:39 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Carbacid...no supply jana demand of 20 something thousand at 119, this baby seems ready to break the shackles
Back to top
 Report Abusive | Report SPAM
jaggernaut
#129 Posted : Wednesday, March 31, 2010 12:21:01 PM
Rank: Elder


Joined: 10/9/2008
Posts: 5,389
VituVingiSana wrote:
I am not sure whether Williamson will make the 200/- price though I am confident about their profits for 2009-10 will be excellent.



WTK @ 240/- today. Your prediction was quite modest then.
Back to top
 Report Abusive | Report SPAM | Edit by user: Wednesday, March 31, 2010 12:22 PM | Reason: Not specified
mv_ufanisi
#130 Posted : Wednesday, March 31, 2010 12:49:47 PM
Rank: Member


Joined: 1/15/2010
Posts: 625
MaichBlack wrote:
@ MV_Ufanisi - How do I trade in the Ghana stock exchange? It sounds like there is some money to be made there.


Hey Maich Black, I went through www.ibrokerghana.com it's run by CAL which is one of the banks there.
Back to top
 Report Abusive | Report SPAM
mv_ufanisi
#131 Posted : Wednesday, March 31, 2010 12:53:16 PM
Rank: Member


Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
VituVingiSana wrote:
@MV - I am already there... And asante...

GCB
If u want to speculate African Champion

@VVS I'm thinking CAL. They seem more nimble than GCB which people seem to be complaining about on the internet. Their PEs are almost the same but I think CAL might be quicker in taking advantage of opportunities.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#132 Posted : Thursday, April 01, 2010 1:57:47 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
What is CAL's P/B?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
guru267
#133 Posted : Thursday, April 01, 2010 5:30:02 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS you won the safcom bet.. Applause its nowhere near 7bob(i'm sooo surprised and embarassed)... Sad
whenever you are in Kampala come for your lunch...
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
the deal
#134 Posted : Thursday, April 01, 2010 9:05:51 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@ hehehe guru267 what happened to the 1.5 billion demand of yesterday...i'm sure makmende secretely manipulated the nse boards...lol.
Back to top
 Report Abusive | Report SPAM
mv_ufanisi
#135 Posted : Thursday, April 01, 2010 11:14:40 AM
Rank: Member


Joined: 1/15/2010
Posts: 625
VituVingiSana wrote:
What is CAL's P/B?


See their financial reports here http://www.calbank.net/l...s.php?pg=178&pp=122

They have a reputation for being one of the most innovative banks in Ghana - which is a pretty good thing going into 3rd quarter this year when the oil money starts flowing.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#136 Posted : Thursday, April 01, 2010 1:25:22 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
guru267 wrote:
@VVS you won the safcom bet.. Applause its nowhere near 7bob(i'm sooo surprised and embarassed)... Sad
whenever you are in Kampala come for your lunch...

I even know where I want to go... I LOVE the peanut sauce you guys make...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#137 Posted : Thursday, April 01, 2010 9:30:40 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
http://www.nation.co.ke/...-/153swatz/-/index.html

Oil closed at $81 or so on 31 March 2010... KQ will see some nice hedge gains...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
guru267
#138 Posted : Tuesday, April 06, 2010 6:13:13 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS oil has already hit $85 on the positive USA jobs report on friday and analysts say $90 is a key resistance level. so if it can break that......
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#139 Posted : Tuesday, April 06, 2010 12:03:53 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,135
Location: Nairobi
guru267 wrote:
@VVS oil has already hit $85 on the positive USA jobs report on friday and analysts say $90 is a key resistance level. so if it can break that......

High oil prices NOT good for KQ in the long-term... I prefer lower oil prices = lower ticket prices = more net sales

For KQ's 2009-10 announcement due in 5 weeks... the price that will be used to calculate hedges is as of 31 March...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM | Edit by user: Tuesday, April 06, 2010 12:05 PM | Reason: Not specified
guru267
#140 Posted : Tuesday, April 06, 2010 12:22:41 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS that is one reason i dont like KQ shares and my exposure to it remains very low... the oil market is very volatile and has recently been a speculators play ground... i personally think they should quit hedging and brave the risk..

oil July 2008: $147(pre downturn)
oil march 2009: $32 (downturn)
current price: $85 (post downturn)

i just hope they can get their prediction right this time because there are plenty of bulls and bears on the price of oil...

Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (14)
13 Pages«<56789>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.