wazua Mon, Mar 30, 2026
Welcome Guest Search | Active Topics | Log In

23 Pages«<1920212223>
KCB @ 90 bob by end year!?!
Options
Previous Topic · Next Topic
earthvoice
#201 Posted : Monday, June 20, 2011 10:52:26 PM
Rank: Member

Joined: 1/29/2011
Posts: 257
the deal wrote:
Which Company will surpass Safaricom as EA's most profitable firm? poll here http://contrarianinvestingkenya.blogspot.com

@the deal: you shouldn't have the option to "change vote"... introduces bias! Shame on you Shame on you
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
Back to top
  |
Cde Monomotapa
#202 Posted : Tuesday, June 21, 2011 12:28:29 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
[quote=youcan'tstopusnow]KCB hogging the news for the last couple of months. Looks set to continue as they churn out product after product.
http://www.businessdaily...8/-/guhvsu/-/index.html[/quote]
Reminds u of an 08, 09, 10 EBL? Products out back to back from loans for spoons to roto tanks (tihihi).
Back to top
  | | Edit by user: Tuesday, June 21, 2011 12:29 AM | Reason: :-D
Cde Monomotapa
#203 Posted : Tuesday, June 21, 2011 12:36:25 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.
Back to top
  | | Edit by user: Tuesday, June 21, 2011 5:04 AM | Reason: Not specified
Cde Monomotapa
#204 Posted : Tuesday, June 21, 2011 4:25:48 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.

On the otherhand, I am pleased @ CBK curtailing our shark banks by rejecting their bids on the repos last week & the latest 365 day issue. Bet they were over-bidding! Lol! Now the 91 day is coming off..good stuff Bw. Governor!!
Back to top
  | | Edit by user: Tuesday, June 21, 2011 5:05 AM | Reason: Not specified
invest0r
#205 Posted : Tuesday, June 21, 2011 9:37:26 AM
Rank: Member

Joined: 12/15/2010
Posts: 162
Cde Monomotapa wrote:
Cde Monomotapa wrote:
the deal wrote:
Banks have stopped landing to the private sector due to risk aversion www.businessdailyafrica....2/-/v6y5yiz/-/index.html i'm going 100% on KK.

It is clear the banks r going to make tons of money from the short end of the govt.debt mkt (5-10%) & massive forex income like KCB c/o KK, KENGEN & KPLC.

On the otherhand, I am pleased @ CBK curtailing our shark banks by rejecting their bids on the repos last week & the latest 365 day issue. Bet they were over-bidding! Lol! Now the 91 day is coming off..good stuff Bw. Governor!!


@the deal, going 100% in one company Shame on you . Unless you are a speculator, and an extreme-risk-lover speculator in that case
Back to top
  |
the deal
#206 Posted : Tuesday, June 21, 2011 9:53:03 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.
Back to top
  |
invest0r
#207 Posted : Tuesday, June 21, 2011 10:11:20 AM
Rank: Member

Joined: 12/15/2010
Posts: 162
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Investing in all the over 50 companies is completely insane. A well diversified portfolio pays well. Having around 3 counters.
Back to top
  |
invest0r
#208 Posted : Tuesday, June 21, 2011 10:24:41 AM
Rank: Member

Joined: 12/15/2010
Posts: 162
invest0r wrote:
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Investing in all the over 50 companies is completely insane. A well diversified portfolio pays well. Having around 3 counters.


Plus 1 or 2 counters under speculative holding
Back to top
  |
earthvoice
#209 Posted : Saturday, July 02, 2011 4:21:27 AM
Rank: Member

Joined: 1/29/2011
Posts: 257
earthvoice wrote:
Posted : Friday, June 10, 2011 11:27:07 PM
Seeing that we are on the issue of speculating on future prices...

I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?...
Safaricom @4.50 (current @3.95);
Equity @28.00 (current @25.25)
KCB @28.00 (current @25.50)
KK @10.50 (current @9.70)

Think Eh?


First up is KK! (closed today at KSh 11.85, way above short-term expectation)
I wonder which one's next??? Think
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
Back to top
  |
stocksmaster
#210 Posted : Saturday, July 02, 2011 7:40:25 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
the deal wrote:
@investor if I have 50K Kenol shares is better than having seeds in every basket on the NSE...demand for oil is infinity and Kenol can only grow into a global giant.


Making money in shares is all about volume.......spread too much and you may as well invest in T-Bills or Bonds.

Happy hunting




x handle: @stocksmaster79
Back to top
  |
23 Pages«<1920212223>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.