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Swenani
#81 Posted : Tuesday, May 14, 2019 10:42:11 AM
Rank: User

Joined: 8/15/2013
Posts: 13,237
Location: Vacuum
young wrote:
Ericsson wrote:
Safaricom at ksh.27.50 per share
KCB at ksh.40.60
Bear run continuing


This is expected and the market will be more bearish in the coming months .

I expect KCB as low as 36.50 this year, just a couple of months time or much earlier.

In times like this Mr Market does not respect good performance of individual counters. Its like a bad season to conform to cyclical CYCLE of Nairobi bourse.

We are edging towards the annual ritual....BUYERS MARKET, where you will see good stocks at unimaginable cheap prices .

For safaricom BELOW 27.00 cum normal and special dividends is a one off good deal. That is if you close the deal before Aug 30 book closure date.

This year when I pick up my KCB dividend early July , I will split it into 2 some for more KCB and the rest for safaricom. This is because am also expecting SPECIAL (no interim) dividend from KCB later this year of at least 1 Bob per share.


suffering com is below 27 baab. Enyewe, Mugandaman was right.NSE is a casino
If Obiero did it, Who Am I?
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Ericsson
#82 Posted : Tuesday, May 14, 2019 12:51:25 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
Safaricom at ksh.27.50 per share
KCB at ksh.40.60
Bear run continuing


This is expected and the market will be more bearish in the coming months .

I expect KCB as low as 36.50 this year, just a couple of months time or much earlier.

In times like this Mr Market does not respect good performance of individual counters. Its like a bad season to conform to cyclical CYCLE of Nairobi bourse.

We are edging towards the annual ritual....BUYERS MARKET, where you will see good stocks at unimaginable cheap prices .

For safaricom BELOW 27.00 cum normal and special dividends is a one off good deal. That is if you close the deal before Aug 30 book closure date.

This year when I pick up my KCB dividend early July , I will split it into 2 some for more KCB and the rest for safaricom. This is because am also expecting SPECIAL (no interim) dividend from KCB later this year of at least 1 Bob per share.


Safaricom waiting for it at ksh.21-22

Ambitious


Sit and watch.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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MaichBlack
#83 Posted : Tuesday, May 14, 2019 1:30:33 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,836
obiero wrote:
itz wrote:
Kenyan Oracle wrote:

NSE 20 share index closed at 2757, that is 8 points away from taking out the record low 2749. Once that bottom falls off the road to 2500 and below opens you will wish never to hear of NSE again.

NSE now is at record low of 4% of my portfolio. I sleep wellsmile smile



2731 already hit today. Its a free fall. Woooii
Pesa iko wapi we go on a buying spree?


what has spooked the markets in the last few days/weeks something is not right...

The two guys [/quote]
Those two guys are the worst thing that ever happened to the Kenyan economy!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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obiero
#84 Posted : Tuesday, May 14, 2019 1:31:32 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
MaichBlack wrote:
obiero wrote:
itz wrote:
Kenyan Oracle wrote:

NSE 20 share index closed at 2757, that is 8 points away from taking out the record low 2749. Once that bottom falls off the road to 2500 and below opens you will wish never to hear of NSE again.

NSE now is at record low of 4% of my portfolio. I sleep wellsmile smile



2731 already hit today. Its a free fall. Woooii
Pesa iko wapi we go on a buying spree?


what has spooked the markets in the last few days/weeks something is not right...

The two guys

Those two guys are the worst thing that ever happened to the Kenyan economy!!![/quote]
Agreed

KQ ABP 4.26
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obiero
#85 Posted : Tuesday, May 14, 2019 1:33:03 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ericsson wrote:
obiero wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
Safaricom at ksh.27.50 per share
KCB at ksh.40.60
Bear run continuing


This is expected and the market will be more bearish in the coming months .

I expect KCB as low as 36.50 this year, just a couple of months time or much earlier.

In times like this Mr Market does not respect good performance of individual counters. Its like a bad season to conform to cyclical CYCLE of Nairobi bourse.

We are edging towards the annual ritual....BUYERS MARKET, where you will see good stocks at unimaginable cheap prices .

For safaricom BELOW 27.00 cum normal and special dividends is a one off good deal. That is if you close the deal before Aug 30 book closure date.

This year when I pick up my KCB dividend early July , I will split it into 2 some for more KCB and the rest for safaricom. This is because am also expecting SPECIAL (no interim) dividend from KCB later this year of at least 1 Bob per share.


Safaricom waiting for it at ksh.21-22

Ambitious


Sit and watch.

KES 21 is ambitious.. Not impossible but ambitious

KQ ABP 4.26
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heri
#86 Posted : Tuesday, May 14, 2019 1:50:16 PM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Hindsight is 20/20

But i envy the guys who offloaded without waiting for dividends

I feel the pain of waiting for a dividend of sh 2.50 from KCB compared to the potential gains of selling say at sh 42-44 and buying back at sh 38 or even lower
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Fyatu
#87 Posted : Tuesday, May 14, 2019 2:19:03 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
I have been silently mopping-up huge chunks of @obiero's and @pesa nane "Diamond in the trash" at ABP of 4.2. I have looked at the financier and thought there is no way it can be valued at Kshs. 1,673,071,630.8(384614168 shares × 4.35 bob).

They have been paying their bondholders on time. Their property portfolio alone is over 1.6 billion shillings.They have increased customer base to 500,000 customers thanks to HFWhizz which was voted the best in some award etc

Wake me up in 2021.
Dumb money becomes dumb only when it listens to smart money
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young
#88 Posted : Tuesday, May 14, 2019 2:57:32 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
heri wrote:
Hindsight is 20/20

But i envy the guys who offloaded without waiting for dividends

I feel the pain of waiting for a dividend of sh 2.50 from KCB compared to the potential gains of selling say at sh 42-44 and buying back at sh 38 or even lower





Always like this for the past 4 years.
Move on and prepare for next year God sparing our lives
In addition factor in brokers commission (sell/buy) circa 4.2% of the volume, then you are good to go.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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MaichBlack
#89 Posted : Tuesday, May 14, 2019 3:05:23 PM
Rank: Elder

Joined: 7/22/2009
Posts: 7,836
Swenani wrote:
young wrote:
Ericsson wrote:
Safaricom at ksh.27.50 per share
KCB at ksh.40.60
Bear run continuing


This is expected and the market will be more bearish in the coming months .

I expect KCB as low as 36.50 this year, just a couple of months time or much earlier.

In times like this Mr Market does not respect good performance of individual counters. Its like a bad season to conform to cyclical CYCLE of Nairobi bourse.

We are edging towards the annual ritual....BUYERS MARKET, where you will see good stocks at unimaginable cheap prices .

For safaricom BELOW 27.00 cum normal and special dividends is a one off good deal. That is if you close the deal before Aug 30 book closure date.

This year when I pick up my KCB dividend early July , I will split it into 2 some for more KCB and the rest for safaricom. This is because am also expecting SPECIAL (no interim) dividend from KCB later this year of at least 1 Bob per share.


suffering com is below 27 baab. Enyewe, Mugandaman was right.NSE is a casino

He was not right in anything!! Anyone can predict lower prices in a bear and higher prices in a bull. You don't even need to think.

Same way a bull makes average fellows look like investment gurus. Fellow picks any random stock, the price goes up he sells and imagines he is now a Warren Buffet.

Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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S.Mutaga III
#90 Posted : Tuesday, May 14, 2019 3:17:09 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
KCB at 38. I will wait longer to average down. In fact, I am contemplating on adding more capital for NSE purposes.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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