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Covid Bargain Shares (CBS)
Angelica _ann
#11 Posted : Monday, July 13, 2020 10:26:32 AM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Impunity wrote:
Metch wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC

KPLC is carbon


Looks like a gem at current prices. But the debts can be converted to equity and render wanjiku to hold worthless shares.


KPLC it is .....

mnandii wrote:
mnandii wrote:
mnandii wrote:
Kibe21 wrote:
Hi, Mnandii, could you do one on KPLC?


Checking on it.




KPLC appears to have completed an impulsive thrust(waves 12345) from a triangle.
I expect the share to turn bullish from current levels. Key Upward target is 5.57 which if attained should give rise to further strength targeting at least Ksh 11.80s.




KPLC has started the move UP as expected.

In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Impunity
#12 Posted : Monday, July 13, 2020 11:01:58 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
Angelica _ann wrote:
Impunity wrote:
Metch wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC

KPLC is carbon


Looks like a gem at current prices. But the debts can be converted to equity and render wanjiku to hold worthless shares.



KPLC it is .....

mnandii wrote:
mnandii wrote:
mnandii wrote:
Kibe21 wrote:
Hi, Mnandii, could you do one on KPLC?


Checking on it.




KPLC appears to have completed an impulsive thrust(waves 12345) from a triangle.
I expect the share to turn bullish from current levels. Key Upward target is 5.57 which if attained should give rise to further strength targeting at least Ksh 11.80s.




KPLC has started the move UP as expected.



I dont trust these cartoons!
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

VituVingiSana
#13 Posted : Monday, July 13, 2020 11:30:39 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Impunity wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Impunity
#14 Posted : Monday, July 13, 2020 1:33:10 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
VituVingiSana wrote:
Impunity wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20


Can we assume this price to be the lowest now b4 a bill run?

What is your ABP?

Are you averaging down at the current price?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

muandiwambeu
#15 Posted : Monday, July 13, 2020 2:02:23 PM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
Impunity wrote:
Which are the best blue chips selling as a discount right now ?

Not many blue chips will emerge blue after the current baptism by fire, even you yourself needs to re-evaluate your perseverence levels before boarding a blue painted box destined for the test.


Let the third quarter data trickle in first, to get a glimpse of the preliminaries.
From a single sided glimpse, kplc will likely loose 10-20% of its gross revenue due to decline in tourism and closure or curtailed hospitality industry alone. addational hit due to closure of manufuring and production sector will be felt strongly. Its obvious also that the rate of occupancy in real estate is dwindling with rousy results expected from that end, save for the reverbration effect which is yet to echoe around the economy. The well being of an utility company can be benchmarked against performance of the economy in general. Expect a further dip in kplc and Kngen.
Ditto to insuarance sector, where claims are ikely to raise in an ailing/ stungling/ hard economy against backdrop in premiums.

Me myself my 10% charitable contribution is zero rated, and only essential bills are passing. Alas, Gatevalves sinafunga polepole kila pande.

But nikipata ngege ama mnofu wa mufuko nono ya bure siachi.
KeNre 1.5/ or there about
BAT 150-210/ or will be considered
EABL 80-110/ i will consider
ditto
safcom 13/-18/
equity 18-22/
NIC 13-18/
KenGen 2.8/
BTAk 4.5/
coop 7.5/
otherwise, every camel with its reider
,Behold, a sower went forth to sow;....
VituVingiSana
#16 Posted : Monday, July 13, 2020 7:00:05 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Impunity wrote:
VituVingiSana wrote:
Impunity wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20


Can we assume this price to be the lowest now b4 a bill run? Hard to say.

What is your ABP? I have no idea. I don't use ABP since capital gains aren't taxed.

Are you averaging down at the current price? I buy not to average down but look at what looks attractive today.

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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