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STOCKS TO SELL by yaserbigchair
Rank: New-farer Joined: 2/8/2018 Posts: 73
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Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried
KQ ABP 4.26
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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obiero wrote:sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried Well spoken Sir Captain Obiero Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried Sidian - Buying MFI, converting into a bank. MFIs growing faster than banks; Longhorn - Listed to sell (not to buy) Vipingo - Buy a farm, convert it into an incentivized city; Lamu Coal Plant - The industrial revolution in England is based on shift from from wood (dwindling wood fuel sources) to coal. Why re-invent the wheel? Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried Sidian - Buying MFI, converting into a bank. MFIs growing faster than banks; Longhorn - Listed to sell (not to buy) Vipingo - Buy a farm, convert it into an incentivized city; Lamu Coal Plant - The industrial revolution in England is based on shift from from wood (dwindling wood fuel sources) to coal. Why re-invent the wheel? @sparkly I appreciate the comments but in all honesty Sidian is dying!
KQ ABP 4.26
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried Sidian - Buying MFI, converting into a bank. MFIs growing faster than banks; Longhorn - Listed to sell (not to buy) Vipingo - Buy a farm, convert it into an incentivized city; Lamu Coal Plant - The industrial revolution in England is based on shift from from wood (dwindling wood fuel sources) to coal. Why re-invent the wheel? @sparkly I appreciate the comments but in all honesty Sidian is dying! Some will die some will succeed. If rate caps continue, Sidian will die. Life is short. Live passionately.
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Rank: New-farer Joined: 2/8/2018 Posts: 73
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This forum is to help us share information that will help us make good investment decisions to grow and preserve our hard earned money ( small timers, as the big boys are in the know and normally take positions early)' Sometimes, we have ears in some places and the indicators right now is that there is a problem hence the rapid fire sales of investments that you have been seeing.
If you want to compare investment companies, look at Jubilee Holdings, that's would be a good comparison, yes, we mainly look at the insurance section,but they are invested in may sectors.
Please let's not fall in love with a stock ( unless it's your private business where you have full control and don't depend on published accounts).
At the end of the day I am happy when a fellow in this forum makes or saves money.
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Rank: Member Joined: 9/11/2014 Posts: 228 Location: Nairobi
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sparkly wrote:obiero wrote:sparkly wrote:RIEK01 wrote:Centum is a sell,very soon people will realise that your core business can't be reporting profits by REVALUATION ( Many plot owners use this model and perceive they care rich).
It's a pity one can compare Warren Buffett to @ KE brokers. One Biwot run successful companies with a top notch team ( check out the directors of say KK versus Centum) and make your own decision.
Finally, where a business is modeled on directors connections, be very cautious. @RiekMachar I don't want to come across as a Centum apologist but Centum is the biggest, most diversified and consistent investment company in East Africa. Most seasoned investors will agree. Compared with Olympia, Car and General, Carbacid, Home Africa, Fig Tree which are the closest to listed investment companies, Centum is way ahead. No one questions Centum past, but what we are worried about here is the future. When a seasoned investor starts selling shares in KCB and buying Sidian Bank,starts buying into a publishing house while GoK is keen to nub educational book-sellers cartels, purchases a 'sisal' plantation in Vipingo while tourism is on a decline, attempts a USD 2B coal deal without any commensurate cashflow.. We are simply worried Sidian - Buying MFI, converting into a bank. MFIs growing faster than banks; Longhorn - Listed to sell (not to buy) Vipingo - Buy a farm, convert it into an incentivized city; Lamu Coal Plant - The industrial revolution in England is based on shift from from wood (dwindling wood fuel sources) to coal. Why re-invent the wheel? If progress was based on always following (outdated) past technology, there would be no mobile phones in Kenya as we would be struggling with more land lines instead of highfalutin wireless technologies. Why can't our next "Safaricom" have renewable energy at its core?
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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Base Load requires the production of a minimum amount of power at all times. Renewables (without the ability to store the power) is usually an unreliable supply 24/7/52. That said, as storage becomes cheaper we should be able to store power during peak production for use during peak usage. Solar 6am-7pm when the sun is out. Wind - When the wind is blowing. Some areas have almost 24/7 wind but the intensity may vary. Hydo - Needs water and dams. Perhaps we need to use smaller dams and different technology which don't require damming. Nuclear - Very expensive to set up + risks involved. Plus I do not trust GoK to construct and maintain a nuclear facility. Those buggers will cut corners as they have done with other infrastructure OR inflate the cost. Coal - Possibly dirty but new tech could reduce the amount of pollution. Coal is falling out of favor, is plentiful and getting cheaper. We should be careful about over-capacity. Thermal - Dirty + expensive as oil prices rise. No easy choices! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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