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The KenolKobil 2015 pendulum
Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Realtreaty wrote:Next direction to be guided by HY2016 results. I can see some positive signs the supply pattern has been pointing no major handle all the way to 11,so far we know gaining market share,new deliveries,dominating jet fuel and revenue from outside the core business could result to good tidings as we wait. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Realtreaty wrote:Next direction to be guided by HY2016 results. I can see some positive signs "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Can you smell a new high past 11.60 ? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Aguytrying wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually very true,can you imagine a stock still in the positive territory when the index is approaching 2000 pts down? ?amazing "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,141 Location: Nairobi
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mlennyma wrote:Aguytrying wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually very true,can you imagine a stock still in the positive territory when the index is approaching 2000 pts down? ?amazing Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett Even in a bear market, some stocks may hold up based on improving fundamentals. For KK, the increase in profits YOY has helped. The PER has dropped for KK 2016 vs 2015 so in a sense there has been a price drop. I expect 2/- for FY 2016. Would KK have increased from 8-ish in 2015 to 10-ish in 2016 without the (projected) 2x EPS increase? Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,571 Location: nairobi
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VituVingiSana wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually very true,can you imagine a stock still in the positive territory when the index is approaching 2000 pts down? ?amazing Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett Even in a bear market, some stocks may hold up based on improving fundamentals. For KK, the increase in profits YOY has helped. The PER has dropped for KK 2016 vs 2015 so in a sense there has been a price drop. I expect 2/- for FY 2016. Would KK have increased from 8-ish in 2015 to 10-ish in 2016 without the (projected) 2x EPS increase? Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett KES 2 increase over 2 years.. Wouldn't it be better to sell socks COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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obiero wrote:VituVingiSana wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually very true,can you imagine a stock still in the positive territory when the index is approaching 2000 pts down? ?amazing Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett Even in a bear market, some stocks may hold up based on improving fundamentals. For KK, the increase in profits YOY has helped. The PER has dropped for KK 2016 vs 2015 so in a sense there has been a price drop. I expect 2/- for FY 2016. Would KK have increased from 8-ish in 2015 to 10-ish in 2016 without the (projected) 2x EPS increase? Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett KES 2 increase over 2 years.. Wouldn't it be better to sell socks "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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Rank: Chief Joined: 1/3/2007 Posts: 18,141 Location: Nairobi
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obiero wrote:VituVingiSana wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Aguytrying wrote:mlennyma wrote:Can you smell a new high past 11.60 ? Yes but I wonder why with the market heading south safcom set a new high in a red market so it's possible This is a very confusing bear market. Look at individual stocks not the index. Makes one realise the stocks that have dropped the index from 5000+ must have really dropped individually very true,can you imagine a stock still in the positive territory when the index is approaching 2000 pts down? ?amazing Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett Even in a bear market, some stocks may hold up based on improving fundamentals. For KK, the increase in profits YOY has helped. The PER has dropped for KK 2016 vs 2015 so in a sense there has been a price drop. I expect 2/- for FY 2016. Would KK have increased from 8-ish in 2015 to 10-ish in 2016 without the (projected) 2x EPS increase? Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down - Warren Buffett KES 2 increase over 2 years.. Wouldn't it be better to sell socks KK +20% + dividends over the past 2 years.KQ -60% + zero dividends over the past 2 years.Who's your Daddy? We don't get paid for activity, just for being right. As to how long we'll wait, we'll wait indefinitely. - Warren Buffett Rule No.1: Never lose money. Rule No.2: Never forget rule No.1. - Warren Buffett. Has KK lost money for the past 2 years? Has KQ made any money over the past 2 years?
When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. - Warren Buffett The stock market is a no-called-strike game. You don’t have to swing at everything — you can wait for your pitch. The problem when you’re a money manager is that your fans keep yelling, ‘Swing, you bum!’ - Warren Buffett Let's leave the swinging to others. We are happy to wait for the right pitch. EPS 2/- for FY 2016 I try to buy stock in businesses that are so wonderful that an idiot can run them. Because sooner or later, one will. - Warren Buffett Naikuni, Mbugua and their crooked friends.It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price. - Warren Buffett KK meets this criteria very well.Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,141 Location: Nairobi
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Dear @Obiero, Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse? Thanks, VVS P.S. @Wazuans - Suggestions? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Towards the goal of financial freedom
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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enyands wrote:Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though im willing to be an umpire but unfortunately mi niko mbali na nyinyi.Obiero and vvs each gives kshs 100000.That will be a total sum of 200k.Each person gives a charity of his own.Mwenye atashinda bet,we take the money to his charity of choice.For example if the charity of choice is a children home,we buy food,clothes and gifts with the money and take to the children.The balance tunachimbia hiyo home maji ama tunalipia school fees watoto kama kumi hivi. Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 13,571 Location: nairobi
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Ebenyo wrote:enyands wrote:Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though im willing to be an umpire but unfortunately mi niko mbali na nyinyi.Obiero and vvs each gives kshs 100000.That will be a total sum of 200k.Each person gives a charity of his own.Mwenye atashinda bet,we take the money to his charity of choice.For example if the charity of choice is a children home,we buy food,clothes and gifts with the money and take to the children.The balance tunachimbia hiyo home maji ama tunalipia school fees watoto kama kumi hivi. My religion does not allow such shennanigans. Time will be our witness that the goose is cooked and ready to be eaten. KES 2 in 2 years. Still cant wrap my head around such a meager return COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: User Joined: 1/20/2014 Posts: 3,528
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obiero wrote:Ebenyo wrote:enyands wrote:Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though im willing to be an umpire but unfortunately mi niko mbali na nyinyi.Obiero and vvs each gives kshs 100000.That will be a total sum of 200k.Each person gives a charity of his own.Mwenye atashinda bet,we take the money to his charity of choice.For example if the charity of choice is a children home,we buy food,clothes and gifts with the money and take to the children.The balance tunachimbia hiyo home maji ama tunalipia school fees watoto kama kumi hivi. My religion does not allow such shennanigans. Time will be our witness that the goose is cooked and ready to be eaten. KES 2 in 2 years. Still cant wrap my head around such a meager return You have chicken out nicely Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Chief Joined: 1/3/2007 Posts: 18,141 Location: Nairobi
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obiero wrote:Ebenyo wrote:enyands wrote:Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though im willing to be an umpire but unfortunately mi niko mbali na nyinyi.Obiero and vvs each gives kshs 100000.That will be a total sum of 200k.Each person gives a charity of his own.Mwenye atashinda bet,we take the money to his charity of choice.For example if the charity of choice is a children home,we buy food,clothes and gifts with the money and take to the children.The balance tunachimbia hiyo home maji ama tunalipia school fees watoto kama kumi hivi. My religion does not allow such shennanigans. Time will be our witness that the goose is cooked and ready to be eaten. KES 2 in 2 years. Still cant wrap my head around such a meager return KK = +25% in 2 years KQ = NEGATIVE 60% in 2 years Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
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Othelo wrote:obiero wrote:Ebenyo wrote:enyands wrote:Ebenyo wrote:VituVingiSana wrote:Dear @Obiero,
Can we find a [trusted] party to place the 200k, 100k each, with so neither of us can back out using 'religion' as an excuse?
Thanks,
VVS
P.S. @Wazuans - Suggestions? It was agreed earlier the bet is on.Now i hear about religion again.One person here is not keen about the bet. Btw vvs and kaka obiero what's going to be your legal take if the bet isn't honored by either of the parties? Curious though im willing to be an umpire but unfortunately mi niko mbali na nyinyi.Obiero and vvs each gives kshs 100000.That will be a total sum of 200k.Each person gives a charity of his own.Mwenye atashinda bet,we take the money to his charity of choice.For example if the charity of choice is a children home,we buy food,clothes and gifts with the money and take to the children.The balance tunachimbia hiyo home maji ama tunalipia school fees watoto kama kumi hivi. My religion does not allow such shennanigans. Time will be our witness that the goose is cooked and ready to be eaten. KES 2 in 2 years. Still cant wrap my head around such a meager return You have chicken out nicely Was hoping obiero and vvs could go to court so that I have a chance to know how they look like at daily papers . I do have this imagination that vvs is tall huge Hindu with a turbin while obiero is this skinny tall dark guy who is living life on a huge spoon.  .judging from the strong personality they potray on their comments .but bad luck obiero chickened out ....ouch
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Rank: Member Joined: 2/8/2007 Posts: 808
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@vvs been in the wilderness didn't know EPS 2/= is on the cards?
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