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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:sparkly wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% My portfolio has 10 stocks. My top 3 are NMG, Kengen and BAT = 47%. BAT is dope. I have a few for the 8% dividend. It's like a high-quality bond. KenGen - How has that treated you? What & what was the last dividend you received? Current Dividend Yield? NMG - I used to be a fan but I luckily exited a long, long time ago. It's a tough industry. The dividend yield seems good but can it continue? Even Warren Buffett has thrown in the towel by selling his newspapers. Kengen - my abp is around 6.60. Collected div of 0.40 per share last year. Sold 1/3 of my holdings for 30% capital gains around the time i won the Kengen vs KK bet against you. NMG - averaged down. My abp is now around 51. BAT - My abp including commisions around 480. Waiting for lower prices to add some more Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. Life is short. Live passionately.
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Rank: Elder Joined: 12/7/2012 Posts: 11,919
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sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. Am sure not Equity, probably KCB. 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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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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Angelica _ann wrote:sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. Am sure not Equity, probably KCB. Equity no Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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Angelica _ann wrote:sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. Am sure not Equity, probably KCB. KCB yes Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. Safaricom yes Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. The last is coop bank Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,210 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:sparkly wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% My portfolio has 10 stocks. My top 3 are NMG, Kengen and BAT = 47%. BAT is dope. I have a few for the 8% dividend. It's like a high-quality bond. KenGen - How has that treated you? What & what was the last dividend you received? Current Dividend Yield? NMG - I used to be a fan but I luckily exited a long, long time ago. It's a tough industry. The dividend yield seems good but can it continue? Even Warren Buffett has thrown in the towel by selling his newspapers. Kengen - my abp is around 6.60. Collected div of 0.40 per share last year. Sold 1/3 of my holdings for 30% capital gains around the time i won the Kengen vs KK bet against you. NMG - averaged down. My abp is now around 51. BAT - My abp including commisions around 480. Waiting for lower prices to add some more  how you made fun of me!  but it's all good! Also my first & last attempt to try to buy a crypto currency to pay you! KK paid off. Once the Total Man croaked, I guessed it was just a matter of time before the family wanted to cash in. Another firm that might be taken over is Stanbic KE seeing how the South Africans have been buying shares to get to 75%. Haba na haba... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ericsson wrote:sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. The last is coop bank KCB, Safaricom, Coop are also solid investments Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,761 Location: nairobi
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sparkly wrote:Ericsson wrote:sparkly wrote:Angelica _ann wrote:Ericsson wrote:Ericsson wrote:VituVingiSana wrote:Ericsson wrote:https://twitter.com/oloojl/status/1226771431054364673/photo/1 It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+ My top 3=76% Intention/plan to increase top two to 70% Which shares, your top 3? My guess CIC or Liberty or DTB or Equity or Safaricom are on the list. The last is coop bank KCB, Safaricom, Coop are also solid investments Agreed
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,210 Location: Nairobi
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I envy investors with cash! The low, low prices for many decent firms are unbelievable! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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VituVingiSana wrote:I envy investors with cash!
The low, low prices for many decent firms are unbelievable! Some are still resisting to go lower like safaricom,kcb,equity etc Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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VituVingiSana wrote:I envy investors with cash!
The low, low prices for many decent firms are unbelievable! Which For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Member Joined: 6/26/2008 Posts: 384
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winmak wrote:VituVingiSana wrote:I envy investors with cash!
The low, low prices for many decent firms are unbelievable! Which Not VVS but knowing them, they are probably talking about Centum, Unga, Equity (but not so much)and BAT.
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Rank: Chief Joined: 1/3/2007 Posts: 18,210 Location: Nairobi
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None for the faint-hearted. Patience required. Centum (27) is at 40% PB even after provisioning for Amu. 50% of its assets are in real estate including Two Rivers which is facing headwinds. Unga (33) PB is less than 1 but the economy and milling/food business is tough. Long-term play. Seaboard/Victus tried but failed to buy out 90%. BAT (480) 8% Dividend Yield but smoking is getting more expensive and opposition to tobacco use grows with education of harmful effects. Equity (50) seems expensive compared to other banks. The ATMA deal was important as driver of future growth. Kenya Re (3) has a 0.30 PB but is 60% owned by GoK which is a problem as seen in the boardroom wrangles in 2018. Banks (DTB, I&M, NCBA) look cheap on a PB and PER basis BUT they do suffer for a slow economy and growing NPLs. DTB (108) PB less than 1 but Kenya is the biggest segment and suffers from a slow non-GoK economy. NPLs are worrying. I&M (54) PB less than 1 but Kenya is the biggest segment and suffers from a slow non-GoK economy. NCBA (36) PB less than 1 but there will be costs to merge/integrate the 2 banks. Culture shock. Office politics. Customers will be pissed off. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/10/2014 Posts: 989 Location: Kenya
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VituVingiSana wrote:None for the faint-hearted. Patience required.
Centum (27) is at 40% PB even after provisioning for Amu. 50% of its assets are in real estate including Two Rivers which is facing headwinds.
Unga (33) PB is less than 1 but the economy and milling/food business is tough. Long-term play. Seaboard/Victus tried but failed to buy out 90%.
BAT (480) 8% Dividend Yield but smoking is getting more expensive and opposition to tobacco use grows with education of harmful effects.
Equity (50) seems expensive compared to other banks. The ATMA deal was important as driver of future growth.
Kenya Re (3) has a 0.30 PB but is 60% owned by GoK which is a problem as seen in the boardroom wrangles in 2018.
Banks (DTB, I&M, NCBA) look cheap on a PB and PER basis BUT they do suffer for a slow economy and growing NPLs.
DTB (108) PB less than 1 but Kenya is the biggest segment and suffers from a slow non-GoK economy. NPLs are worrying.
I&M (54) PB less than 1 but Kenya is the biggest segment and suffers from a slow non-GoK economy.
NCBA (36) PB less than 1 but there will be costs to merge/integrate the 2 banks. Culture shock. Office politics. Customers will be pissed off. I see a lot of opportunity in some of these stocks.... Centum - 40% of its portfolio is in real estate which is receiving mega bashing from all media sources. However, if their word is anything to go by sales are doing well but they can't book them in their books till they hand over so that starts the financial year 2020 - 2021. Market cap 18bn net assets over 50bn. Share price last went below 30 in 2013. NCBA - The revenue from Fuliza will take up a huge share of their non-funded income, the biggest opportunity this financial year. However, the thousands of complaints from customers since November about the system failures is worrying Equity - The best part of the Atlas Mara deal is Rwanda. Acquiring BPR will give it the widest branch reach in the country and they will just have BoK to compete with which is number 1 currently. The DR Congo bank acquisition will give a big push in corporate banking there and effectively put it at number 2 just behind Raw Bank. BAT - Their export market is slowly getting bigger than the Kenyan market esp in the DRC. However the percentage of the population who are smokers keeps getting smaller. Unless their LYFT product goes mainstream, BAT is good for the medium term.
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Rank: Chief Joined: 1/3/2007 Posts: 18,210 Location: Nairobi
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BAT results are out. 30 Final Div. 3.50 Interim Div. Huge level of tax on the products. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 11/17/2018 Posts: 173 Location: Mars
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RENEWED BEAR. WE WILL BREAK 18 YEAR LOW AGAIN ON NSE20 IT SEEMS. THIS IS UNPRECEDENTED IN MODERN TIMES.
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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Extraterrestrial wrote:RENEWED BEAR. WE WILL BREAK 18 YEAR LOW AGAIN ON NSE20 IT SEEMS. THIS IS UNPRECEDENTED IN MODERN TIMES. I fully concur with you @Extraterrestrial KEGN, KPLC, KQ, SCOM
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mkate_nusu wrote:Extraterrestrial wrote:RENEWED BEAR. WE WILL BREAK 18 YEAR LOW AGAIN ON NSE20 IT SEEMS. THIS IS UNPRECEDENTED IN MODERN TIMES. I fully concur with you @Extraterrestrial I doubted @Mnandii predictions but they might just come to pass. Life is short. Live passionately.
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