wazua Thu, Apr 2, 2026
Welcome Guest Search | Active Topics | Log In

6 Pages«<23456>
Short term bounce is on the wings
youcan'tstopusnow
#31 Posted : Monday, December 05, 2011 9:14:06 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
QW, there is a whole field dedicated to investing in high dividend yielding counters. There is no reason why a company such as KCB will one day decide not to pay a dividend WHILE the company is experiencing GROWTH. Unless they favour a bonus.

Of course VVS will point to the fact WB doesn't pay dividends. Does he give out bonuses? Anyway, this is Kenya. You either give dividends or bonus OR watch your stock go down

Dividend yield is one of the reason that keeps some stocks from falling below certain levels. And it has served @young well over the years. Just ask him...
GOD BLESS YOUR LIFE
Aguytrying
#32 Posted : Tuesday, December 06, 2011 3:27:54 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
QW25081985 wrote:
Aguytrying wrote:
QW25081985 wrote:
[quote=Aguytrying]All that risk for 20%? Why not choose a 10% dividend counter an chill out. This is not an advisable trading environment and you all know it. Those who stick out their necks, will get their heads chopped off.


and where did you read that the management will keep the divided constant ???? ...thats even dangerous trading !!!!! i read another thread saying we buy stocks for divided...WOW .thats damn risky..one day the directors will wake up and decide to slash tho. THERE'S one constant that an investor can bank on right now. The company's performance, most companies are actually doing well. So its more guaranteed to get a dividend, however capital appreciation in a bear market? All the best


really . which ones ...wow . . hold on, last bear market correction the index jumped 320 points.you want to tell me one cannot make anything out of a 300 point jump ????
well stocks dividends isnt the way to go. better take that money to a casino coz its just like gambling that management will pay a dividend..


On the recent bounce yes you could have made money....or lost. my point is why take the chance when the odds are skewed against you
,because to the bear?

I'll use profit increase vis a vis last year as a marker of performance.

KCB 39%
EQTY 36%
KK 86%
HFCK >60%.
DTK >30%.
the list is long.

There are so many companies growing profits in double figures this year!

Just because i want the dividend doesn't mean i dont want the capital gain its still my primary objective long term. So instead of trading right now, i'd rather buy undervalued companies that will give me a good dividend which will be gains even if the market tanks further.

If you haven't seen my point thus far, forget it. Lets agree to dis agree.

The investor's chief problem - and even his worst enemy - is likely to be himself
QW25081985
#33 Posted : Tuesday, December 06, 2011 3:29:55 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
mmmmmh. am seeing allot of up arrows today ...lol
QW25081985
#34 Posted : Tuesday, December 06, 2011 5:32:27 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
Aguytrying wrote:
QW25081985 wrote:
Aguytrying wrote:
QW25081985 wrote:
[quote=Aguytrying]All that risk for 20%? Why not choose a 10% dividend counter an chill out. This is not an advisable trading environment and you all know it. Those who stick out their necks, will get their heads chopped off.


and where did you read that the management will keep the divided constant ???? ...thats even dangerous trading !!!!! i read another thread saying we buy stocks for divided...WOW .thats damn risky..one day the directors will wake up and decide to slash tho. THERE'S one constant that an investor can bank on right now. The company's performance, most companies are actually doing well. So its more guaranteed to get a dividend, however capital appreciation in a bear market? All the best


really . which ones ...wow . . hold on, last bear market correction the index jumped 320 points.you want to tell me one cannot make anything out of a 300 point jump ????
well stocks dividends isnt the way to go. better take that money to a casino coz its just like gambling that management will pay a dividend..


On the recent bounce yes you could have made money....or lost. my point is why take the chance when the odds are skewed against you
,because to the bear?

I'll use profit increase vis a vis last year as a marker of performance.

KCB 39%
EQTY 36%
KK 86%
HFCK >60%.
DTK >30%.
the list is long.

There are so many companies growing profits in double figures this year!

Just because i want the dividend doesn't mean i dont want the capital gain its still my primary objective long term. So instead of trading right now, i'd rather buy undervalued companies that will give me a good dividend which will be gains even if the market tanks further.

If you haven't seen my point thus far, forget it. Lets agree to dis agree.




its okay . you know amnt very good at fundamental analysis so i guess everybody has his/her investment strategy ...
though puttin dividends before every other analysis is just wrong and its not investing !!!
mwanahisa
#35 Posted : Tuesday, December 06, 2011 8:18:56 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Aguytrying wrote:
All that risk for 20%? Why not choose a 10% dividend counter an chill out. This is not an advisable trading environment and you all know it. Those who stick out their necks, will get their heads chopped off.


@AGT, the fact is there are not that many 10% dividend yield companies even with the current bear market prices. KK & MSC are amongst the few that come to mind in terms of their historical DYs. All the same, I get your point.

I like to use a combination of several metrics such as PE, DY (especially where the dividend has been consistent over a long period), Price to Book, growth in Profits, future prospects etc.I am no good at TA but I like to think I catch more waves than I miss out. The particular weight I may place on a specific metric will depend on the market condition. For example right now I am leaning towards dividend yield/PE/Growth in Profitability hence my interest in KCB, KK, HF and MSC although MSC is fairly pedestrian on growth in profits - but its has been beaten down enough to be attractive. Of course, it could be a falling knife but if so, I will just grin and bear it!

On the other hand there are also opportunistic buys that also have very credible growth stories going forward, notwithstanding their paltry or zero dividend policies. Centum in my view presents a very enticing accumulation price and I have been taking heed. Too bad my funds are now running real low.
QW25081985
#36 Posted : Tuesday, December 06, 2011 10:30:35 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
okay i see the index lost only 7 points ... time to load up ???
let me look at my crystal ball i'll be right back ..Laughing out loudly Laughing out loudly Laughing out loudly
mwekez@ji
#37 Posted : Friday, December 09, 2011 6:44:14 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Friday has marked the 3rd day of a rally to 3117.56. Sellers were few (Turnover - KES 109M only)signalling that the bounce could be here
QW25081985
#38 Posted : Friday, December 09, 2011 6:50:35 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
nothing new here . charts never lie . question is will you make some money ???
now that the euro crisis has died down a little bit i expect next week to be a nice week...
Aguytrying
#39 Posted : Friday, December 09, 2011 11:40:52 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@mwanahisa. You are right and i agree with you. I love trading as much as the next guy, but right now, only for the very brave. True about the dividend yield, but between 7-10, one can snag quite a few. Happy hunting.
The investor's chief problem - and even his worst enemy - is likely to be himself
Sufficiently Philanga....thropic
#40 Posted : Sunday, December 11, 2011 4:38:30 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
youcan'tstopusnow wrote:
mwekezaji, if some of those prices print, it will be considered pornography and the censorship board will move in immediately. Especially based on current profit levels

At 4 bob, KK will have a 25% dividend yield (of course assuming the dividend yield of 1 bob per year is MAINTAINED as QW stresses. It is not a given by the way)

When was the last time Member had a 10% dividend yield? Suffciently Philanga Thropic will already be hawking around IF it hits 15-16 levels. I'm keen on how it will behave when it goes sub 17

Centum, I wouldn't be shocked. As is the case for Mumias. I read a recent commentary that with cane supply dwindling so much, the company's operating capacity may drop from 75% to even 60%. They will be hard pressed on replicating profits on that kind of operating level, let alone dividends. Njung'e may have seen down the road (as alwayssmile )

All in all, the agriculturals seem to have weathered the storm this year together with CMC (not too sure if we would be saying that if there was no suspension) and City Trust.

I'm soo waiting for it at those levels! I have never lost a single penny on member!
Always faithful!
This is a truly inflation buster stock!
@SufficientlyP
6 Pages«<23456>
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.

Copyright © 2026 Wazua.co.ke. All Rights Reserved.