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STOCKS TO SELL by yaserbigchair
Rank: Elder Joined: 7/22/2009 Posts: 8,036
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VituVingiSana wrote:McGill wrote:yaserbigchair wrote:PBT down 19% PAT down 19% DIVIDEND down. Challenges of illicit trade, however the GOVT. is really fighting this time around. Lower purchasing power. Regulatory concern about oral nicotine poaches, however this can change fast and make a huge turnaround. I am holding a STRONG SELL for now. 320 BUY  LONG TERM - HOLD coz a 11.5% return is not bad if the dividends goes down to 40. Opportunity cost. Why hold BAT when there are companies growing at double digits and with easier growth paths. Ama kuna watu wanapenda tu kuteseka. Since 11th June, shareholders received 10/- interim, 60/- final and the price is 580. And I know at 10/- will be paid as an interim for FY26. @VVS - Imeiva!!! Wacha watu waedelee kuongea. We can't talk too much because it is unAfrican to speak with food in your mouth!!!  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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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprs
yaserbigchair should be shot on the legs. Risasi kwa mguu you say 😂 The risky list remians unchanged in August 2026. stay guided COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi
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If someone had listed to @Obiero on 20 July 2023 they would have missed out on: obiero wrote:THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE NEGATIVE WATCH AS AT 30.07.2023 bamburi, economic downturn [Bought out a premium]britam, securities collapse [Doubled from its lows]cables, death by debt [This was known]carbacid, chinese competition [ They export to Southern Africa Price is 3x from its lows and paid nice dividends]cargeneral, economic downturn [ 12x from its lows and pays dividends]centum, founding father [2x from its lows. Also pays dividends]crown, wild swings [Gained 2x at least and dividends]eabl, reduced disposable income [I can't recall the prices but price is higher than Diageo's buyout price]eapc, scandalous scandal [Price has at least 3x from the lows]eveready, death by debt [This was known but has hung on]express, sgr takeover [No idea]ftg, non starter [Agreed]home afrika, bandia firm [100% agreed]kenya power, boardroom boogy [15x from its lows. Plus dividends]kurwitu, bandia firm [No idea]mumias, death by debt [Died long time ago. Should be delisted]nmg, bad luck [Agreed] olympia, bandia firm [Agreed]sameer, bandia firm [Agreed but it seems to have seen a revival]sanlam, victim of circumstances [Still up]tcl, deep state [This was a known bandia firm]uchumi, customer abandonment [This was a known bandia firm]unga, hung share [Agreed. Majority shareholder conned minorities] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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VituVingiSana wrote:If someone had listed to @Obiero on 20 July 2023 they would have missed out on: obiero wrote:THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE NEGATIVE WATCH AS AT 30.07.2023 bamburi, economic downturn [Bought out a premium]britam, securities collapse [Doubled from its lows]cables, death by debt [This was known]carbacid, chinese competition [ They export to Southern Africa Price is 3x from its lows and paid nice dividends]cargeneral, economic downturn [ 12x from its lows and pays dividends]centum, founding father [2x from its lows. Also pays dividends]crown, wild swings [Gained 2x at least and dividends]eabl, reduced disposable income [I can't recall the prices but price is higher than Diageo's buyout price]eapc, scandalous scandal [Price has at least 3x from the lows]eveready, death by debt [This was known but has hung on]express, sgr takeover [No idea]ftg, non starter [Agreed]home afrika, bandia firm [100% agreed]kenya power, boardroom boogy [15x from its lows. Plus dividends]kurwitu, bandia firm [No idea]mumias, death by debt [Died long time ago. Should be delisted]nmg, bad luck [Agreed] olympia, bandia firm [Agreed]sameer, bandia firm [Agreed but it seems to have seen a revival]sanlam, victim of circumstances [Still up]tcl, deep state [This was a known bandia firm]uchumi, customer abandonment [This was a known bandia firm]unga, hung share [Agreed. Majority shareholder conned minorities] Happy that you agree with 60% of the past warnings. This is a dynamic list mzee. Updates are done monthly. You go back all the way to 2023 to justify an unknown agenda against Obiero? You of all characters must know that things at the stock exchange mutate constantly. And remember, I detest dividends below 6% as you are only staying within inflation band. Use the below as your latest analysis critique Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprs COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,036
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VituVingiSana wrote:If someone had listed to @Obiero on 20 July 2023 they would have missed out on: obiero wrote:THE EXCHANGE BAR BELIEVES THE FOLLOWING STOCKS TO BE ON CLOSE NEGATIVE WATCH AS AT 30.07.2023 bamburi, economic downturn [Bought out a premium]britam, securities collapse [Doubled from its lows]cables, death by debt [This was known]carbacid, chinese competition [ They export to Southern Africa Price is 3x from its lows and paid nice dividends]cargeneral, economic downturn [ 12x from its lows and pays dividends]centum, founding father [2x from its lows. Also pays dividends]crown, wild swings [Gained 2x at least and dividends]eabl, reduced disposable income [I can't recall the prices but price is higher than Diageo's buyout price]eapc, scandalous scandal [Price has at least 3x from the lows]eveready, death by debt [This was known but has hung on]express, sgr takeover [No idea]ftg, non starter [Agreed]home afrika, bandia firm [100% agreed]kenya power, boardroom boogy [15x from its lows. Plus dividends]kurwitu, bandia firm [No idea]mumias, death by debt [Died long time ago. Should be delisted]nmg, bad luck [Agreed] olympia, bandia firm [Agreed]sameer, bandia firm [Agreed but it seems to have seen a revival]sanlam, victim of circumstances [Still up]tcl, deep state [This was a known bandia firm]uchumi, customer abandonment [This was a known bandia firm]unga, hung share [Agreed. Majority shareholder conned minorities] Wuuueeeh!!! You can't make this stuff up!!! 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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Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi
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@Obiero said Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprsLakini, some of these ni stories za jaba just to make it look good. Tunajua, crap like cables+tcl+msc are suspended so hakuna kitu to avoid. Then other bandia firms eg KQ, HAFR, OCH, UCHM, Sameer, sgl, Xprs, nmg, etc Now let's discuss [the very few] serious firms in that list. Only one I truly like is CARB. CARB - It makes REAL profits. [ They export to Southern Africa! Price is 3x from its lows and paid nice dividends]Sasini - I am not a fan but I think we will see better results going forward especially if they can sell some of the farms. Unga - 1H26 showed signs of recovery. I think 2H will be decent BUT no dividend. Majority shareholder has hobbled it. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/22/2009 Posts: 8,036
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VituVingiSana wrote:@Obiero said Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprsLakini, some of these ni stories za jaba just to make it look good. Tunajua, crap like cables+tcl+msc are suspended so hakuna kitu to avoid. Then other bandia firms eg KQ, HAFR, OCH, UCHM, Sameer, sgl, Xprs, nmg, etc Now let's discuss [the very few] serious firms in that list. Only one I truly like is CARB. CARB - It makes REAL profits. [ They export to Southern Africa! Price is 3x from its lows and paid nice dividends]Sasini - I am not a fan but I think we will see better results going forward especially if they can sell some of the farms. Unga - 1H26 showed signs of recovery. I think 2H will be decent BUT no dividend. Majority shareholder has hobbled it. There is a time I questioned this list and asked who buys most of these stocks especially in Wazua. It is just a bandia list! It is like a person pretending to be an expert in marriage "advising" educated and above average people and telling them the types of spouse to avoid and goes like: Murderers, child molesters, violent criminals, bla bla bla!!! 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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Rank: Elder Joined: 7/22/2009 Posts: 8,036
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VituVingiSana wrote:@Obiero said Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprsLakini, some of these ni stories za jaba just to make it look good. Tunajua, crap like cables+tcl+msc are suspended so hakuna kitu to avoid. Then other bandia firms eg KQ, HAFR, OCH, UCHM, Sameer, sgl, Xprs, nmg, etc Now let's discuss [the very few] serious firms in that list. Only one I truly like is CARB. CARB - It makes REAL profits. [ They export to Southern Africa! Price is 3x from its lows and paid nice dividends]Sasini - I am not a fan but I think we will see better results going forward especially if they can sell some of the farms. Unga - 1H26 showed signs of recovery. I think 2H will be decent BUT no dividend. Majority shareholder has hobbled it. Ngojea random dates na prices... "Do you know at a certain random time the price of x was this and at another random time it was that. Those random times have nothing to do with anything or most probably are the opposite of what I had suggested at the time but never mind! Let's subtract and divide!!!" 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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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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VituVingiSana wrote:@Obiero said Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprsLakini, some of these ni stories za jaba just to make it look good. Tunajua, crap like cables+tcl+msc are suspended so hakuna kitu to avoid. Then other bandia firms eg KQ, HAFR, OCH, UCHM, Sameer, sgl, Xprs, nmg, etc Now let's discuss [the very few] serious firms in that list. Only one I truly like is CARB. CARB - It makes REAL profits. [ They export to Southern Africa! Price is 3x from its lows and paid nice dividends]Sasini - I am not a fan but I think we will see better results going forward especially if they can sell some of the farms. Unga - 1H26 showed signs of recovery. I think 2H will be decent BUT no dividend. Majority shareholder has hobbled it. Watch and learn 🤓 COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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MaichBlack wrote:VituVingiSana wrote:@Obiero said Stocks to avoid 09.07.2026: cabl, carb, egad, evrd, ftgh, hafr, knre, kurw, kq, lhkl, msc, nbv, nmg, och, port, sasn, sgl, smer, tcl, uchm, umem, unga, xprsLakini, some of these ni stories za jaba just to make it look good. Tunajua, crap like cables+tcl+msc are suspended so hakuna kitu to avoid. Then other bandia firms eg KQ, HAFR, OCH, UCHM, Sameer, sgl, Xprs, nmg, etc Now let's discuss [the very few] serious firms in that list. Only one I truly like is CARB. CARB - It makes REAL profits. [ They export to Southern Africa! Price is 3x from its lows and paid nice dividends]Sasini - I am not a fan but I think we will see better results going forward especially if they can sell some of the farms. Unga - 1H26 showed signs of recovery. I think 2H will be decent BUT no dividend. Majority shareholder has hobbled it. There is a time I questioned this list and asked who buys most of these stocks especially in Wazua. It is just a bandia list! It is like a person pretending to be an expert in marriage "advising" educated and above average people and telling you the types of spouse to avoid and goes like: Murderers, child molesters, violent criminals, bla bla bla!!! You are definitely not above average and thus you need to appreciate my guidance to the uninformed public COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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STOCKS TO SELL by yaserbigchair
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