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Stanlib Fahari I-Reit HY16 (7 Months)
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Fyatu
#21 Posted : Monday, August 22, 2016 11:20:23 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
mkate_nusu wrote:
mkate_nusu wrote:
maka wrote:
kimanimsc wrote:
mikegachunji wrote:
mkate_nusu wrote:
mikegachunji wrote:
Unless they acquire more property, they may be looking at very small growth levels.

mike do you see this thing dropping to Home afrika levels based on the results?

it'll probably fall to around sh 8..highest sh 13...maybe the full year results will be encouraging..


12.40


DeadSad


11.30


10.20 to print on Monday


Spot on
Dumb money becomes dumb only when it listens to smart money
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mikegachunji
#22 Posted : Monday, August 22, 2016 11:38:39 AM
Rank: Member

Joined: 11/19/2009
Posts: 3,142
If i was among those who got in at 20, i would be seeking funds to triple my position at below 10
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mkate_nusu
#23 Posted : Monday, August 22, 2016 11:42:43 AM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Fyatu wrote:
mkate_nusu wrote:
mkate_nusu wrote:
maka wrote:
kimanimsc wrote:
mikegachunji wrote:
mkate_nusu wrote:
mikegachunji wrote:
Unless they acquire more property, they may be looking at very small growth levels.

mike do you see this thing dropping to Home afrika levels based on the results?

it'll probably fall to around sh 8..highest sh 13...maybe the full year results will be encouraging..


12.40


DeadSad


11.30


10.20 to print on Monday


Spot on


@Fyatu if not for the 10 % daily rule this thing would have gotten to below 5 bob soon after results announcement in conformance with standard PE levels in the same sector.
KEGN, KPLC, KQ, SCOM
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Angelica _ann
#24 Posted : Monday, August 22, 2016 11:51:52 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
mikegachunji wrote:
If i was among those who got in at 20, i would be seeking funds to triple my position at below 10

Always avoid throwing good money after bad money smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Fyatu
#25 Posted : Monday, August 22, 2016 11:57:12 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
mkate_nusu wrote:
Fyatu wrote:
mkate_nusu wrote:
mkate_nusu wrote:
maka wrote:
kimanimsc wrote:
mikegachunji wrote:
mkate_nusu wrote:
mikegachunji wrote:
Unless they acquire more property, they may be looking at very small growth levels.

mike do you see this thing dropping to Home afrika levels based on the results?

it'll probably fall to around sh 8..highest sh 13...maybe the full year results will be encouraging..


12.40


DeadSad


11.30


10.20 to print on Monday


Spot on


@Fyatu if not for the 10 % daily rule this thing would have gotten to below 5 bob soon after results announcement in conformance with standard PE levels in the same sector.


Wanjiku should read Graham and Dodd's and understand the concept of "margin of safety"....otherwise people shall continue burning
Dumb money becomes dumb only when it listens to smart money
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Pesa Nane
#26 Posted : Monday, August 22, 2016 2:58:29 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
mkate_nusu wrote:
Fyatu wrote:
mkate_nusu wrote:
mkate_nusu wrote:
maka wrote:
kimanimsc wrote:
mikegachunji wrote:
mkate_nusu wrote:
mikegachunji wrote:
Unless they acquire more property, they may be looking at very small growth levels.

mike do you see this thing dropping to Home afrika levels based on the results?

it'll probably fall to around sh 8..highest sh 13...maybe the full year results will be encouraging..


12.40


DeadSad


11.30


10.20 to print on Monday


Spot on


@Fyatu if not for the 10 % daily rule this thing would have gotten to below 5 bob soon after results announcement in conformance with standard PE levels in the same sector.

Only this thing is registered in its sector at the NSE
Pesa Nane plans to be shilingi when he grows up.
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mikegachunji
#27 Posted : Monday, August 22, 2016 3:05:31 PM
Rank: Member

Joined: 11/19/2009
Posts: 3,142
though i am very curious about this stock, it went on a free fall nearly a month before the results...from around 18 straight to 13 just before the day of the announcement..could it be some investors had prior knowledge of the 0.23 cents earning?
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mkate_nusu
#28 Posted : Monday, August 22, 2016 3:29:47 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Pesa Nane wrote:
mkate_nusu wrote:
Fyatu wrote:
mkate_nusu wrote:
mkate_nusu wrote:
maka wrote:
kimanimsc wrote:
mikegachunji wrote:
mkate_nusu wrote:
mikegachunji wrote:
Unless they acquire more property, they may be looking at very small growth levels.

mike do you see this thing dropping to Home afrika levels based on the results?

it'll probably fall to around sh 8..highest sh 13...maybe the full year results will be encouraging..


12.40


DeadSad


11.30


10.20 to print on Monday


Spot on


@Fyatu if not for the 10 % daily rule this thing would have gotten to below 5 bob soon after results announcement in conformance with standard PE levels in the same sector.

Only this thing is registered in its sector at the NSE


@Pesa 8 I wasn't referring in particular to the REIT section in which it's listed but rather to the general valuation of such schemes/companies. current price of 10.20 is more than 20 times earnings on a forward basis with very decent estimated H2 earnings.
Anything with a PE of 10 or higher in this market is to be avoided for investment safety reasons with the exceptions of blue chips such as Safcom, Bamburi, BAT, Equity
KEGN, KPLC, KQ, SCOM
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wukan
#29 Posted : Monday, August 22, 2016 3:30:05 PM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
mikegachunji wrote:
though i am very curious about this stock, it went on a free fall nearly a month before the results...from around 18 straight to 13 just before the day of the announcement..could it be some investors had prior knowledge of the 0.23 cents earning?


it happens quite often just like safaricom started inching upwards before the interim dividends was announced. The NSE market is not a fair place the sooner you know it the better. Follow the price action
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biddii
#30 Posted : Monday, August 22, 2016 3:41:29 PM
Rank: New-farer

Joined: 9/25/2014
Posts: 27
Isn't a REIT an asset play rather than an earnings play? Shouldn't one be looking at the book value rather than at the earnings? Thoughts welcome
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