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Kenya Re - what gives?
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guru267
#281 Posted : Saturday, June 07, 2014 9:27:54 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
nashx wrote:
Cde Monomotapa wrote:
Ericsson wrote:
A private equity in the making in the top 10 of the following companies with great potential
CIC Insurance
Nation Media Group
KCB--Top 20 (Biggest portfolio)
Kenya Power--Top 20
NBK
EA Portland
etc


OK. The Eurobond delayed to float all the cargo. Nonetheless, we can ID CIC & NBK for capital gains this half year. The rest we know that dividend income Tuko Fiti. Well compounded. Bonuses where applicable.


Is the company above Kenya Re?


Sometimes the questions on wazua are too disappointing!
Mark 12:29
Deuteronomy 4:16
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Cde Monomotapa
#282 Posted : Sunday, June 15, 2014 11:24:58 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Hi folks.

First, it's to commend all for putting in the research and energy in getting to understand this business better. I'd say that of all stocks on the NSE, none has broadened my perspective as Kenya Re has done.

I believe that roots from its design of a 45 country, 160 insurance counterparts Operation. Taking us to Africa, Mid-East to Asia.

Now, that brings risk/reward dynamics, mostly country risk, that can be tricky - especially coming from what we have been used to i.e local & or x-border buses.

Nonetheless, I still believe O&G is a Trump Card that can improve fortunes significantly as follows: Oil and gas finds lifts western Indian Ocean prospects

As the above actualizes, I came across this article that put Kenya Re's dynamics in proper perspective. I now have greater respect for Team Kenya Re smile

To Lead, You Must Focus: We are in the right place not just at the right time but all the time [by Raymond Edwin Mabus Jr. the 75th secretary of the U.S. Navy.] http://hbr.org/2014/06/t...ead-you-must-focus/ar/1

Cheers.

Kenya Re to increase retained earnings for expansion - See more at: http://www.the-star.co.k...ion#sthash.OSaU0e4R.dpuf
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Ericsson
#283 Posted : Tuesday, June 17, 2014 9:59:46 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Counter is now trading ex-dividend.Book closure was yesterday.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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nashx
#284 Posted : Tuesday, June 17, 2014 12:11:03 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Ericsson wrote:
Counter is now trading ex-dividend.Book closure was yesterday.


I think I will add some more those prices are so attractive
Offering my personal finance knowledge for free
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Ericsson
#285 Posted : Thursday, June 26, 2014 12:43:56 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
http://www.constructionk...reen-offices-in-nairobi/
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mulla
#286 Posted : Saturday, July 12, 2014 12:47:15 PM
Rank: Member

Joined: 6/15/2013
Posts: 301
Hi wazuans......any valuable comments before i dive into Kenya Re, considering its the most undervalued insurance counter in the NSE, and airport fire and westgate is behind them!!
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Tall Order
#287 Posted : Saturday, July 12, 2014 7:51:02 PM
Rank: Member

Joined: 5/9/2014
Posts: 130
Location: Nairobi
All I can say is that, the share price never seems to go anywhere as such? I've tracked it for 4 months with huge interest and failed to get on board. This one is for real long term, good fundamentals but no capital gains in the short term. I don't seem to understand the drag or what's a good price to jump in at.
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The optimist
#288 Posted : Saturday, July 12, 2014 9:47:35 PM
Rank: Member

Joined: 6/14/2010
Posts: 521
Location: Nairobi
Looks like KenyaRe is the follower as others lead. No News. Nothing!
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VituVingiSana
#289 Posted : Sunday, July 13, 2014 12:13:29 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
mulla wrote:
Hi wazuans......any valuable comments before i dive into Kenya Re, considering its the most undervalued insurance counter in the NSE, and airport fire and westgate is behind them!!
Well, have the Westgate payments been finalized? I doubt. And if Kenya gets hit with more terrorist attacks the KenRe suffers. Going from Mpeketoni to Mombasa is not that hard for the al-shabaab and friends.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#290 Posted : Sunday, July 13, 2014 7:16:42 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Tall Order wrote:
All I can say is that, the share price never seems to go anywhere as such? I've tracked it for 4 months with huge interest and failed to get on board. This one is for real long term, good fundamentals but no capital gains in the short term. I don't seem to understand the drag or what's a good price to jump in at.


People were talking like this about Unga a few months ago..

When the price starts its rally there will be no time to get in!
Mark 12:29
Deuteronomy 4:16
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