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How to tell NSE has bottomed out
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holycow
#1901 Posted : Monday, January 14, 2013 9:53:34 AM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
Aguytrying wrote:
@cde. tell me more of nbk. its one of the neglected stocks at the moment. what prospects do you see.


At 17.65/= PE of 3.20 and dividend yield of 2.27%. The dividend is mean. Dividends have a way of consoling one during bear runs.
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Aguytrying
#1902 Posted : Monday, January 14, 2013 9:53:47 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
youcan'tstopusnow wrote:
A new trading week begins! Will the rally hold or will the market taper as did Safaricom...


its been so unpredictable. gut feeling tells me it has to come back at some point
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#1903 Posted : Monday, January 14, 2013 10:01:03 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
holycow wrote:
Aguytrying wrote:
@cde. tell me more of nbk. its one of the neglected stocks at the moment. what prospects do you see.


At 17.65/= PE of 3.20 and dividend yield of 2.27%. The dividend is mean. Dividends have a way of consoling one during bear runs.


nav? also. what about the threats. large gov control, rights issue??? non progressive and non aggressive, stuck in the 90's. its beaten down tho if the threats were manageable it could suffice for a play
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#1904 Posted : Monday, January 14, 2013 10:22:45 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Too much gubberment skeletons in this counter to excite Mr Market. Q3 2012 was equally bad. Q4 2012? Full yr 2012? Profit or profit dip or loss? Can't be profit.

Old Mutual has tried to hype it in various recoms notes, but nothing doing.
Don't get wrong footed.
The only thing I like about NBK is they priced in their bond portfolio haircut (mark to market) as interest rates vaulted in 2011 while other banks (except SBCK) did houdini acts on the same to hide losses.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#1905 Posted : Monday, January 14, 2013 10:54:31 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Too much gubberment skeletons in this counter to excite Mr Market. Q3 2012 was equally bad. Q4 2012? Full yr 2012? Profit or profit dip or loss? Can't be profit.

Old Mutual has tried to hype it in various recoms notes, but nothing doing.
Don't get wrong footed.
The only thing I like about NBK is they priced in their bond portfolio haircut (mark to market) as interest rates vaulted in 2011 while other banks (except SBCK) did houdini acts on the same to hide losses.


lol at houdini acts. i also fear this counter
The investor's chief problem - and even his worst enemy - is likely to be himself
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youcan'tstopusnow
#1906 Posted : Monday, January 14, 2013 11:49:50 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Cde, do you still have your eyes on the First Rand Bank play?
GOD BLESS YOUR LIFE
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MoneyMonger
#1907 Posted : Monday, January 14, 2013 12:35:52 PM
Rank: Member

Joined: 4/25/2012
Posts: 110
youcan'tstopusnow wrote:
A new trading week begins! Will the rally hold or will the market taper as did Safaricom...


Just read an opinion here(http://www.rich.co.ke/media/docs/036NSX1401.pdf) the the rally might hold. Lets keep watch. My opinion is that it might slow to jump over the election bump in march, I find it hard to ignore.
There is nothing as dangerous as an Idea, when there is only one Idea
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Cde Monomotapa
#1908 Posted : Monday, January 14, 2013 12:42:06 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
Cde, do you still have your eyes on the First Rand Bank play?

Not at all. Just playing interest rate cycles along with KCB ~ No brainer. If it turns into a spec buy btwn now & H1 sawa.
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Cde Monomotapa
#1909 Posted : Monday, January 14, 2013 12:49:27 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Aguytrying wrote:
@cde. tell me more of nbk. its one of the neglected stocks at the moment. what prospects do you see.

Another broken heart that needs repair (Ref: KCB 2011). Hehe, see reasons above.
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Sufficiently Philanga....thropic
#1910 Posted : Monday, January 14, 2013 1:31:17 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Week 3 at the NSE is well underway and the bull still rules supremeApplause
@SufficientlyP
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570 Pages«<189190191192193>»
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