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Bargains to buy from tomorrow???
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VituVingiSana
#301 Posted : Thursday, March 28, 2013 1:57:57 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
Aguytrying wrote:
@VVS are they any bargains to be had that you can see with experienced eyes?

I've had a hard time picking out companies since January. Maybe instead of forcing issues i should divert some of the cash to bonds as Graham recommends in such times.
I am keeping my powder dry for KK at 10 or lower. I wish they would release the 2012 results. We know they are bad. Just how bad? And I don't mind some panic selling on KK.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Aguytrying
#302 Posted : Wednesday, April 17, 2013 1:16:51 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Aguytrying/ wrote:

TOTAL- Undervalued, having a bad year this year. things should turn around next year. Hidden potential due to oil find. buying target. 12.00-14.00.

KENOL- Still up for sale, a buyer will come. If not. Top management, so a turn around will come through in due time. Hope i can get at 9.00

TPSE- Undervalued on a P/B basis. P/B around 0.9. This years profits may not be as good as last years. However form here on out i expect it to maintain the growth trajectory in profits it has been accumulating since 2007. Buying Target 45-55.

NBK- I expect a turnaround this year. purely Speculative though. Buying target 18.50. if she goes, let her go

Most of the good chips have been taken away from the floor. These are the ones I've identified. LETS GO.


some of my picks already doing well. managed to buy total below 14.00 now I'm 20% up at 17. target is 30 next year.
kenol touched 9 very briefly and I didnt get any as I was waiting for 7. re adjusting buying price on that one now.
tpse has not moved still in buying range and I am still buying.
NBK. I stayed out due to high prices.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#303 Posted : Saturday, April 27, 2013 10:43:54 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.

TPSE now at 52, the bargain persists, something good may happen to you here.

The investor's chief problem - and even his worst enemy - is likely to be himself
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guru267
#304 Posted : Saturday, April 27, 2013 11:50:35 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!

Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Saturday, April 27, 2013 11:52 AM | Reason: Not specified
symbols
#305 Posted : Saturday, April 27, 2013 12:09:44 PM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!



Where does your confidence in financials come from?
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guru267
#306 Posted : Saturday, April 27, 2013 3:08:30 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
symbols wrote:
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!



Where does your confidence in financials come from?


With Uhuru's talk of 7% growth by next year and double digit growth by 2015 who will benefit most if not financials??
Mark 12:29
Deuteronomy 4:16
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murchr
#307 Posted : Saturday, April 27, 2013 4:11:33 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
symbols wrote:
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!




Where does your confidence in financials come from?


Chessmaster, kweli you can ask that? May be you should keep watching

"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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symbols
#308 Posted : Saturday, April 27, 2013 6:55:25 PM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
guru267 wrote:
symbols wrote:
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!



Where does your confidence in financials come from?


With Uhuru's talk of 7% growth by next year and double digit growth by 2015 who will benefit most if not financials??


Short-run I agree with you.My problem comes in the long-run,when growth is mostly fueled by debt,which is our new trend,how do you see it playing out? On the other hand banks are 'too big to fail'.
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symbols
#309 Posted : Saturday, April 27, 2013 6:57:18 PM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
murchr wrote:
symbols wrote:
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!




Where does your confidence in financials come from?


Chessmaster, kweli you can ask that? May be you should keep watching



When it comes to financials,I think mine is psychological.But I'll watch.
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guru267
#310 Posted : Saturday, April 27, 2013 7:26:03 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
symbols wrote:
guru267 wrote:
symbols wrote:
guru267 wrote:
Aguytrying wrote:
Williamson tea at 225 is a good play- easily going to 270 plus in july when results are announced, with a dividend to boot. The rise from 200-274 and fall back to 225 recently was the curtain raiser.


@Aguytrying Williamson will most likely disappoint on earnings due to the strong shilling... The historical earnings show poor performance when shilling is strong and vice versa!

Another thing is that heavy rainfall is not exactly the best environment for good tea yields...

For consistent earnings over next 5 years stick to financials!



Where does your confidence in financials come from?


With Uhuru's talk of 7% growth by next year and double digit growth by 2015 who will benefit most if not financials??


Short-run I agree with you.My problem comes in the long-run,when growth is mostly fueled by debt,which is our new trend,how do you see it playing out? On the other hand banks are 'too big to fail'.


All countries that are big today started off with huge debt.. It is wrong for us to compare our debt levels with that of developed economies!

Besides the government has time and inflation on its side when it comes to debt servicing...
Mark 12:29
Deuteronomy 4:16
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