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Kenya Airways: Stock to watch...
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the deal
#11 Posted : Thursday, November 04, 2010 9:55:44 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
On KQ i will be looking at 2 things tomorrow.

1. Operating profit
2. Overheads

If any of those blow in our face i will sale without a blink cause it will show that management is struggling to drive the plane.
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mlennyma
#12 Posted : Thursday, November 04, 2010 10:12:15 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Unajua ngamia?..mimi nimeweka shingo hapa na ninalia nundu changu!!nundu changu!!..should i get in today? advise
"Don't let the fear of losing be greater than the excitement of winning."
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ProverB
#13 Posted : Thursday, November 04, 2010 10:12:25 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
the deal wrote:
On KQ i will be looking at 2 things tomorrow.

1. Operating profit
2. Overheads

If any of those blow in our face i will sale without a blink cause it will show that management is struggling to drive the plane.

Applause Applause Applause

everytime i've alluded that focus be on operating profits..dismissal has been abrupt and fast..preference given to revenue growth..(passenger numbers, route expansions blah blah blah).. wacha tuone. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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VituVingiSana
#14 Posted : Thursday, November 04, 2010 10:13:12 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
ProverB wrote:
..serious times these are.. when sound investment analysis by likes of vvs and deal are interspersed with terms such as "pray"... "hope" Sad Sad .... naikuni's adamant political connections n patronage that seems to be working overtime to ensure his "lifetime-seat-holder" at the helm of KQ will mess up everyone in the long run. Brick wall can't he learn from MJ?? NKTmost! Sickamp;

LOL... True... Whereas, I believe KQ will have a great 2H, I need cash for KPLC Rights too!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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ProverB
#15 Posted : Thursday, November 04, 2010 10:49:31 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
msafiri wrote:
Kenya Airways: Stock to watch...


Hope you are watching. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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mwanahisa
#16 Posted : Thursday, November 04, 2010 11:12:45 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
ProverB wrote:
msafiri wrote:
Kenya Airways: Stock to watch...


Hope you are watching. smile


I am watching and while I like the fact that I will be able to get some more today at 43 or below.

All the same, I am wondering... Over 1/2 a million shares being offered at Kshs 44. What do these guys know that I do not?

Anyhow, in for a penny, in for a pound. Today, I will purchase the last lot that I need to get to my target. This will bring my stake in KQ to roughly 15% of my portfolio. Let's see whether I will be crying tomorrow!
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mwanahisa
#17 Posted : Thursday, November 04, 2010 11:15:56 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
ProverB wrote:
the deal wrote:
On KQ i will be looking at 2 things tomorrow.

1. Operating profit
2. Overheads

If any of those blow in our face i will sale without a blink cause it will show that management is struggling to drive the plane.

Applause Applause Applause

everytime i've alluded that focus be on operating profits..dismissal has been abrupt and fast..preference given to revenue growth..(passenger numbers, route expansions blah blah blah).. wacha tuone. smile


@ProverB, I think you and I have been together on our emphasis on operating profits. I have even gone ahead to give my projection on what I think the figure will be for H1. As for the overheads that is anyone's guess.

We will now know tomorrow.
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ProverB
#18 Posted : Thursday, November 04, 2010 11:25:08 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
mwanahisa wrote:

@ProverB, I think you and I have been together on our emphasis on operating profits. I have even gone ahead to give my projection on what I think the figure will be for H1. As for the overheads that is anyone's guess.

We will now know tomorrow.


well, i have heard it being said..that fortune will always favor the bold. smile All the best. 15% dedicated to KQ? wow.

i will stay on financials..for KQ..i'm not convinced. may be speculative purposes once news is out..i'd rather miss out.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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mwanahisa
#19 Posted : Thursday, November 04, 2010 12:20:56 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
ProverB wrote:
mwanahisa wrote:

@ProverB, I think you and I have been together on our emphasis on operating profits. I have even gone ahead to give my projection on what I think the figure will be for H1. As for the overheads that is anyone's guess.

We will now know tomorrow.


well, i have heard it being said..that fortune will always favor the bold. smile All the best. 15% dedicated to KQ? wow.

i will stay on financials..for KQ..i'm not convinced. may be speculative purposes once news is out..i'd rather miss out.


ProverB, Over 50% of my portfolio is in Financials, so I needed some other avenue to balance my portfolio. Most of my KQs are recent buys. I also hold KK and KPLC as my core Industrial Holdings. I hold a few other stocks, which some may consider outlandish such as Agriculturals.

At the moment, I feel I am a little over diversified. I am therefore looking to trim the portfolio a bit.
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the deal
#20 Posted : Thursday, November 04, 2010 12:32:30 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
50% of my portifolio is in KQ...people are just panicking...i believe tomorrows results will be better than last year...due the world cup effect...
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