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STOCKS TO SELL by yaserbigchair
kaimbaga2012
#971 Posted : Friday, April 20, 2018 10:09:14 AM
Rank: New-farer

Joined: 10/25/2011
Posts: 67
Based on the ongoing results announcements. What shares can wazuans recommend one to buy.
obiero
#972 Posted : Friday, April 20, 2018 10:12:46 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Juojo wrote:
littledove wrote:
obiero wrote:
Fyatu wrote:
Angelica _ann wrote:
Ericsson wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme


As price declines continue;the boss of the NSE says this year we will clock 4,000 points on the 25 share index


Did ARM release the full year results after their profit warning?



They are still cooking the books

ARM is one of the listed companies with high level of clean corporate governance. It is unlikely that they are book cookers, since they have always laid bare their issues and the results have been in tandem

good to hear a second opinion from an elder, i trust the management despite the predicaments and im slowly accumulating arm.


Even elders can get it wrong without full info.Have you talked to an auditor who has ever been involved in their audit? Shame on you Shame on you
I hear guys have not been paid for like 4 months. That's how Nakumatt started. We shall revisit.

The information held by some wazuans could be life saving! Not all India-linked firms are like Nakumatt and even then Nakumatt was not purely India-linked as the 'boss' held a massive stake both directly and indirectly.. Now, CEO of ARM Pradeep Panaurana holds 18% of the company stock with his family owning a further 28% of the company via Amanat Investments Limited.. The value of his personal sweat into the company once stood at +15B and is now lower than KES 3B with the guy having sold no single share but rather added some more via ESOP last year, this is a man with no motive to cook books since he stands to loose more than he would gain were the company to crumble https://www.standardmedi...as-left-pradeep-in-tears

KQ ABP 4.26
Fyatu
#973 Posted : Friday, April 20, 2018 11:24:29 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi
Dumb money becomes dumb only when it listens to smart money
obiero
#974 Posted : Friday, April 20, 2018 11:27:12 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Fyatu wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

KQ ABP 4.26
obiero
#975 Posted : Friday, May 11, 2018 9:47:34 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
obiero wrote:
Fyatu wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...555482-39j90r/index.html

KQ ABP 4.26
Ericsson
#976 Posted : Friday, May 11, 2018 11:42:49 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
obiero wrote:
Fyatu wrote:
[quote=obiero]THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...55482-39j90r/index.html[/quote]

@Obiero
Please talk to mzee vvs.
This news he is immune to it and will be screwed again
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Spikes
#977 Posted : Friday, May 11, 2018 12:06:23 PM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Ericsson wrote:
obiero wrote:
obiero wrote:
Fyatu wrote:
[quote=obiero]THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme


A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...55482-39j90r/index.html[/quote]

@Obiero
Please talk to mzee vvs.
This news he is immune to it and will be screwed again


YOU should also include/introduce exchange bar for cryptocurrency. Laughing out loudly Laughing out loudly Laughing out loudly
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
obiero
#978 Posted : Friday, May 11, 2018 12:19:00 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Ericsson wrote:
obiero wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...55482-39j90r/index.html

@Obiero
Please talk to mzee vvs.
This news he is immune to it and will be screwed again

@ericsson old dogs do not learn new tricks.. our dear mzee @vvs is solidly in his chosen ways of risk aversion. let us let him to be

KQ ABP 4.26
VituVingiSana
#979 Posted : Friday, May 11, 2018 12:51:49 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
obiero wrote:
Ericsson wrote:
obiero wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...55482-39j90r/index.html

@Obiero
Please talk to mzee vvs.
This news he is immune to it and will be screwed again

@ericsson old dogs do not learn new tricks.. our dear mzee @vvs is solidly in his chosen ways of risk aversion. let us let him to be

I thought I was taking on more risk with Centum! d'oh!

BH - Both WB and CM are "ancient" [but they remain super-sharp] and there is a succession plan.

So does Centum have a succession plan?

The biggest short-term risk I see to Centum is the health of DJ CK. If the business (forget the share price for now) can move on - there must be a plan in place - then we are all good.

Look at KK. It survived Segman's mismanagement and Biwott's exit thanks to the deft management of Ohana.
Can Mworia guide Centum through the eventual departure of DJ CK?

Share price - DJ CK's exit may disrupt the share price. Then there is the potential sale of his 30% by members of his family (PK Jani's family didn't wait long before selling off their Mzee's ma-millions of CFC shares to Stanbic!] which can depress the price.

IF the BUSINESS is well-run, then things will calm down and the price can rally...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#980 Posted : Friday, May 11, 2018 1:20:47 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
obiero wrote:
Fyatu wrote:
obiero wrote:
THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE WATCH.

stocks to trade with eyes wide open 17.04.2018: arm, bamburi, barclays, britam, cables, carbacid, cargeneral, centum, crown, deacons, eabl, eapc, eveready, express, ftg, home afrika, i&m, kapch, keno, kenre, kurwitu, mumias, nbk, olympia, sameer, scbk, uchumi, unga, umeme



A huge chunk of these bandia firms are yet to post FY2017 results. Yet firms in wallstreet are already posting Q1 results and when Trump says we are in a shithole we storm twitter with kizungu nyingi

In defense of the African, we got independence fairly recently smile

Boom! Centum profit warning. Ignore exchange bar information at own peril https://www.businessdail...55482-39j90r/index.html

@Obiero
Please talk to mzee vvs.
This news he is immune to it and will be screwed again

@ericsson old dogs do not learn new tricks.. our dear mzee @vvs is solidly in his chosen ways of risk aversion. let us let him to be

I thought I was taking on more risk with Centum! d'oh!

BH - Both WB and CM are "ancient" [but they remain super-sharp] and there is a succession plan.

So does Centum have a succession plan?

The biggest short-term risk I see to Centum is the health of DJ CK. If the business (forget the share price for now) can move on - there must be a plan in place - then we are all good.

Look at KK. It survived Segman's mismanagement and Biwott's exit thanks to the deft management of Ohana.
Can Mworia guide Centum through the eventual departure of DJ CK?

Share price - DJ CK's exit may disrupt the share price. Then there is the potential sale of his 30% by members of his family (PK Jani's family didn't wait long before selling off their Mzee's ma-millions of CFC shares to Stanbic!] which can depress the price.

IF the BUSINESS is well-run, then things will calm down and the price can rally...


Centum thrives due to the GOK connection (through ICDC).

In addition, they have done well since they started hiring young, professional and dynamic management like Peter Mwangi, James Mworia and Fred Ngare to match the mature wise counsel available at the Board level.
Life is short. Live passionately.
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