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Tepid results from Barclays in Q1 2011
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Cde Monomotapa
#11 Posted : Tuesday, May 17, 2011 12:39:05 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Buy City Trust to get a piece of I&M - that's if you can get them smile
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the deal
#12 Posted : Tuesday, May 17, 2011 12:45:03 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
short DTB...its overbought...expensive...EY EPS will be down by 10%
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Gadaffi
#13 Posted : Tuesday, May 17, 2011 1:46:02 PM
Rank: Member

Joined: 2/13/2011
Posts: 284
Location: Nairobi
The Merchant wrote:
Banks to BUY, in order (YBC style, I know....):
1. Equity: Massive growth, more expected
2. KCB: Good reforms, if they cut costs they will give equity a run for their money and boost investor returns
3. DTB: Always inching up, up , up....The leader in the mid-tier banks. Its follwed closely by
4.NIC: Its a BUY at current prices. Best corporate governance out there btw almost like
5. I&M Bank Ltd:...Ooops, not listed but when it is, buy quickly. I know something you don't. ;-)

i dont quite agree with ur order.
DTB price at present is way overpriced and i dont think it can go much higher.
KCB n Equity cant manage a growth of more than 20% in the short term.
NIC bank is a good choise. to add to the list can be NBK. the two have a higher projection in terms a share price n appear underpriced.
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youcan'tstopusnow
#14 Posted : Tuesday, May 17, 2011 1:55:17 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde Monomotapa wrote:
BBK...the investment for senior citizens...

Hear! Hear!
GOD BLESS YOUR LIFE
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Aguytrying
#15 Posted : Tuesday, May 17, 2011 2:37:25 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
I agree dtb will go down, but it is not overpriced. Its pe is reasonable compared to the industry
The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa
#16 Posted : Tuesday, May 17, 2011 2:43:38 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
Cde Monomotapa wrote:
BBK...the investment for senior citizens...

Hear! Hear!

Who were young adults like me when they bought in.
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MaichBlack
#17 Posted : Tuesday, May 17, 2011 2:54:22 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,859
Cde Monomotapa wrote:
BBK...the investment for senior citizens...

Most definitely. Stability/security trumps growth/risk when it comes to senior citizens.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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The Merchant
#18 Posted : Tuesday, May 17, 2011 3:10:28 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
Gadaffi wrote:
The Merchant wrote:
Banks to BUY, in order (YBC style, I know....):
1. Equity: Massive growth, more expected
2. KCB: Good reforms, if they cut costs they will give equity a run for their money and boost investor returns
3. DTB: Always inching up, up , up....The leader in the mid-tier banks. Its follwed closely by
4.NIC: Its a BUY at current prices. Best corporate governance out there btw almost like
5. I&M Bank Ltd:...Ooops, not listed but when it is, buy quickly. I know something you don't. ;-)

i dont quite agree with ur order.
DTB price at present is way overpriced and i dont think it can go much higher.
KCB n Equity cant manage a growth of more than 20% in the short term.
NIC bank is a good choise. to add to the list can be NBK. the two have a higher projection in terms a share price n appear underpriced.

What exactly makes you say that KCB & Equity have reached the end of the road interms of growth? These banks have a loooong way to go if they are to be in the same league as other panafrican banks eg ecobank & uba... The population & economy of EA is growing and for this to be sustainable they have abig role to play. If you do not have faith in the growth of these 2 banks, then you do not have faith in the growth of the EA economy, now or ever.
DTB overpriced? I think you mean overheated. Its price just shot up so it may experience some correction but I would hesitate to call it overpriced. It has alooooong way to go also.
NIC & I&M Bank we seem to agree on. Im not touching BBK or SCB. Not soon anyway.Shame on you
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youcan'tstopusnow
#19 Posted : Tuesday, May 17, 2011 6:15:17 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Iborian wrote:
Time to move over, or should I be saying Bend Over BBK?

BBK should have gone for that Swaggerific concert at KICC...
GOD BLESS YOUR LIFE
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VituVingiSana
#20 Posted : Tuesday, May 17, 2011 6:55:48 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,356
Location: Nairobi
@TheMerchant - Tell me more about I&M Bank. They did a Private Placement last year @ 935 but the thresh-hold was 22,000 shares!!!

[I asked SIB the lead/sponsoring brokers who said CMA wanted I&M to have a MAXIMUM of 99 shareholders - something in the Company Act or CMA Rules - but when the CMA approves 99+ shareholders then others can buy. Seems the next step is being public without a listing like Deacons]

Has it released 1Q 2011 results?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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