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Earnings Suprise Zone
groove
#51 Posted : Friday, February 25, 2011 3:50:04 PM
Rank: New-farer

Joined: 2/1/2011
Posts: 10
@ Aguytrying & @ all wazuans. Speaking of boarding a reversing bus, is it a good time to board E.A. cables bus as it's been reversing the whole week & today it was trading @18.50 despite the announcement of a bonus of 1:4 and a dividend payout of 1 bob when book closure is on 18 mar ?
DON'T SELL YOURSELF SHORT
Fyatu
#52 Posted : Friday, February 25, 2011 3:55:24 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
did anyone notice the flurry of activity at the COOP counter today
Dumb money becomes dumb only when it listens to smart money
For Sport
#53 Posted : Friday, February 25, 2011 9:39:20 PM
Rank: Veteran

Joined: 12/23/2010
Posts: 1,229
Portland's profits down - blames the price of clinker

Bamburi down - blames power costs.

Looks like the Industrials are set to disappoint this time around.
Gordon Gekko
#54 Posted : Saturday, February 26, 2011 8:06:39 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
For Sport wrote:
Looks like the Industrials are set to disappoint this time around.

Good for me as Im in the process of rebalancing my portfolio by moving some change from financials to industrials
Aguytrying
#55 Posted : Saturday, February 26, 2011 12:45:55 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
groove wrote:
@ Aguytrying & @ all wazuans. Speaking of boarding a reversing bus, is it a good time to board E.A. cables bus as it's been reversing the whole week & today it was trading @18.50 despite the announcement of a bonus of 1:4 and a dividend payout of 1 bob when book closure is on 18 mar ?

good question. The only reason to buy cables now would be for dividend and bonus. Profit to be made from capital gains is unlikely from now to when it does ex-bonus, ex-div.
The investor's chief problem - and even his worst enemy - is likely to be himself
qw25041985
#56 Posted : Saturday, February 26, 2011 2:05:46 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
Gordon Gekko wrote:
For Sport wrote:
Looks like the Industrials are set to disappoint this time around.

Good for me as Im in the process of rebalancing my portfolio by moving some change from financials to industrials


you meant from industrials to financials...
Your future depends on your dreams so go to sleep !
VituVingiSana
#57 Posted : Saturday, February 26, 2011 3:01:25 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
For Sport wrote:
Portland's profits down - blames the price of clinker

Bamburi down - blames power costs.

Looks like the Industrials are set to disappoint this time around.
No, this is specific to cement firms [ARM hasn't released results]. Since 2008, there are 2 new players + all existing players have increased capacity. ARM has expanded Kaloleni. Bamburi opened Hima in Uganda...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Gordon Gekko
#58 Posted : Saturday, February 26, 2011 5:27:05 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
qw25041985 wrote:
....you meant from industrials to financials...

No, I'm selling financials and buying industrials i.e have sold Equite and now waiting for KPLC at sub 21. NIC on the block at 55, might revise to 53 depending on the market next week.
qw25041985
#59 Posted : Saturday, February 26, 2011 6:20:09 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
Gordon Gekko wrote:
qw25041985 wrote:
....you meant from industrials to financials...

No, I'm selling financials and buying industrials i.e have sold Equite and now waiting for KPLC at sub 21. NIC on the block at 55, might revise to 53 depending on the market next week.


Mark my words you'll regret sellin member a.k.a equity and NIC .
Equity bank is in a very good position to blow out of the stables because 2007 high is just at 31.00 and ALL-TIME high is at 38.00 . Maybe you dnt know this but if a stock passes its ALL-TIME high there's no tellin where it'll stop.
Unless you want to say that equity bank cannot pass 38.00 then you made the right decision but we all know it will and next stop i dnt know coz technically there's no resistance after the ALL-TIME High
Or why did you think i bought k.c.b like i want a seat at the board.Coz the technical set-up is just tooooooo bullish (going up)..Not because i perused and deeply scrutinized their reports but the technical set-up past 24.00 is too good to leave out.
I have reiterated over and over again that guyz shld pic up as much as they can of k.c.b at below 24.00 ...coz cashing it after 24.00 is suicidal.
I'd rather you had even bought some NBK . coz it hasnt rallied and investors are starting to take note of it...
Co-Op bank is also another bank with a bullish set-up and past the ALL-TIME high of 22.00 will be very exciting for the stock...
Your future depends on your dreams so go to sleep !
VituVingiSana
#60 Posted : Saturday, February 26, 2011 8:11:36 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
qw25041985 wrote:
Maybe you dnt know this but if a stock passes its ALL-TIME high there's no tellin where it'll stop.
I know. Simple. It will stop at the next ALL-TIME high. Prove me wrong.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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