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2020 Watch List - Buy/Sell
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Ericsson
#61 Posted : Monday, February 10, 2020 10:45:44 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Extraterrestrial wrote:
CO-OP owns some CIC. FV losses upcoming?

Nope.
CIC is an associate holding of co-op bank.
What will be reported is share of associate's profits.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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muganda
#62 Posted : Monday, February 10, 2020 11:22:59 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Ericsson wrote:
Extraterrestrial wrote:
CO-OP owns some CIC. FV losses upcoming?

Nope.
CIC is an associate holding of co-op bank.
What will be reported is share of associate's profits.

What of the FV bonus for CIC, upcoming? d'oh!
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Ericsson
#63 Posted : Monday, February 10, 2020 11:58:07 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
muganda wrote:
Ericsson wrote:
Extraterrestrial wrote:
CO-OP owns some CIC. FV losses upcoming?

Nope.
CIC is an associate holding of co-op bank.
What will be reported is share of associate's profits.

What of the FV bonus for CIC, upcoming? d'oh!


Not considered,only share of associate profits.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Angelica _ann
#64 Posted : Monday, February 10, 2020 12:44:47 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Ebenyo wrote:
sparkly wrote:
[quote=Angelica _ann]2020 accumulation:

1. BAT

2. Coop

3. EABL

4. Stanchart


BBK/ABSAsmile whenever there is change in the account/Odd lots.

Speculation, never never - ARM d'oh! d'oh! d'oh!




This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor.
Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on.
I will encourage you to add one robust stock to give you balance.


I want to sleep easy going forward//agesmile . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat lifesmile smile smile ).

Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election.

My shares' choice is based on their likely resilience to any negative effects in the economy.
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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sparkly
#65 Posted : Thursday, February 20, 2020 5:16:10 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Angelica _ann wrote:
Ebenyo wrote:
sparkly wrote:
[quote=Angelica _ann]2020 accumulation:

1. BAT

2. Coop

3. EABL

4. Stanchart


BBK/ABSAsmile whenever there is change in the account/Odd lots.

Speculation, never never - ARM d'oh! d'oh! d'oh!




This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor.
Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on.
I will encourage you to add one robust stock to give you balance.


I want to sleep easy going forward//agesmile . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat lifesmile smile smile ).

Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election.

My shares' choice is based on their likely resilience to any negative effects in the economy.


The EABL mini-rally has collapsed.
Life is short. Live passionately.
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Angelica _ann
#66 Posted : Thursday, February 20, 2020 5:58:14 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
sparkly wrote:
Angelica _ann wrote:
Ebenyo wrote:
sparkly wrote:
[quote=Angelica _ann]2020 accumulation:

1. BAT

2. Coop

3. EABL

4. Stanchart


BBK/ABSAsmile whenever there is change in the account/Odd lots.

Speculation, never never - ARM d'oh! d'oh! d'oh!




This is a cautious approach indeed .BAT,EABL and Stanchart are mature businesses.Coop should adopt a robust approach but they are playing sluggishly which is good for a cautious investor.
Will ABSA adopt a robust approach or a laid back approach? let's see with the rebranding still going on.
I will encourage you to add one robust stock to give you balance.


I want to sleep easy going forward//agesmile . I speculated during Kibaki and UMK - now time to consolidate and relax (let me eat lifesmile smile smile ).

Going more near cash (T-bill roll overs) as we head towards 2022. I think next opportunity to buy will be just around the next general election.

My shares' choice is based on their likely resilience to any negative effects in the economy.


The EABL mini-rally has collapsed.


EABL and BAT will find it rough due to harsh policy and operational environment in Kenya but i they will weather the storm and stabilize by end of next year (2021) - strong parent companies (balance sheet and reserves plus immediate support whenever needed) and very good governance and leadership/management globally, regionally and locally.
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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  | | Edit by user: Thursday, February 20, 2020 5:59 PM | Reason: Not specified
sparkly
#67 Posted : Tuesday, February 25, 2020 11:58:13 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Warren Buffet's Letter 2019

He reminds his disciples to buy cheap...

Quote:
... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price.
Life is short. Live passionately.
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Fyatu
#68 Posted : Tuesday, February 25, 2020 12:13:19 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
I thought some buses had left for good. Some gems are now back to rate-cap regime prices.

An opportunity to buy. Buy! Buy! Buy! There will be a bull in mid-March
Dumb money becomes dumb only when it listens to smart money
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Angelica _ann
#69 Posted : Tuesday, February 25, 2020 12:33:36 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
sparkly wrote:
Warren Buffet's Letter 2019

He reminds his disciples to buy cheap...

Quote:
... we constantly seek to buy new businesses that meet three criteria. First, they must earn good
returns on the net tangible capital required in their operation. Second, they must be run by able and honest managers. Finally, they must be available at a sensible price.


Hatuna pesa kama yeye .... endless cash!!!!
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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Ericsson
#70 Posted : Tuesday, February 25, 2020 1:05:25 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Fyatu wrote:
I thought some buses had left for good. Some gems are now back to rate-cap regime prices.

An opportunity to buy. Buy! Buy! Buy! There will be a bull in mid-March


Bull run will be after the corona virus is contained
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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WWW
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