Wazua
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Too many HELLOS, Time to quit stocks!
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mwekez@ji wrote:hisah wrote:@mwekezaji - if that is material news it should be announced, right? Indeed. Changamoto kwa nse! Still no announcement. Was it a rumour? But being in the markets long enough, rumours are news which are eventually published ... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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hisah wrote:Boris Boyka wrote:Angelica _ann wrote:NMG surprised me, it has not gained for aloooong time then lost substantially! ppl might be positioning??? could be like stan chart. down 280 then up to 340 ,am tempted to touch!! hope it doesn't go BMB way. NMG breakout to the downside!
Vol spike, but prices have refused to break above 350. Not bullish for now until that resistance gives in. If the vol spike was in Apr 2013, I'd expect a sizable selloff coz that would have been a classic upthrust sellside action. I expect the price to slide, but not below 200 - 220 support zone. Below that zone would put bulls under pressure.
As @sparkly puts it the bluechips have steamed off. I've also stated a while back that the heavyweights are top heavy. A shakeout is coming and the likes of korch, olympia, paka et al which are bogus quality stocks cannot support the lofty market valuations.
Few bargains remain like kplc and TPS, which should be able to withstand the shakeout. I'm also speculating with MSC (high risk - balls of steel needed). I don't see why gok should kill this sugar firm.
So @hisah is a speculator?! The opposite of courage is not cowardice, it's conformity.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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jerry wrote:hisah wrote:Boris Boyka wrote:Angelica _ann wrote:NMG surprised me, it has not gained for aloooong time then lost substantially! ppl might be positioning??? could be like stan chart. down 280 then up to 340 ,am tempted to touch!! hope it doesn't go BMB way. NMG breakout to the downside!
Vol spike, but prices have refused to break above 350. Not bullish for now until that resistance gives in. If the vol spike was in Apr 2013, I'd expect a sizable selloff coz that would have been a classic upthrust sellside action. I expect the price to slide, but not below 200 - 220 support zone. Below that zone would put bulls under pressure.
As @sparkly puts it the bluechips have steamed off. I've also stated a while back that the heavyweights are top heavy. A shakeout is coming and the likes of korch, olympia, paka et al which are bogus quality stocks cannot support the lofty market valuations.
Few bargains remain like kplc and TPS, which should be able to withstand the shakeout. I'm also speculating with MSC (high risk - balls of steel needed). I don't see why gok should kill this sugar firm.
So @hisah is a speculator?! @jerry partly @hisah like many seasoned fellows are HYBRID greater %investor and small % speculator Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Boris Boyka wrote:jerry wrote:hisah wrote:Boris Boyka wrote:Angelica _ann wrote:NMG surprised me, it has not gained for aloooong time then lost substantially! ppl might be positioning??? could be like stan chart. down 280 then up to 340 ,am tempted to touch!! hope it doesn't go BMB way. NMG breakout to the downside!
Vol spike, but prices have refused to break above 350. Not bullish for now until that resistance gives in. If the vol spike was in Apr 2013, I'd expect a sizable selloff coz that would have been a classic upthrust sellside action. I expect the price to slide, but not below 200 - 220 support zone. Below that zone would put bulls under pressure.
As @sparkly puts it the bluechips have steamed off. I've also stated a while back that the heavyweights are top heavy. A shakeout is coming and the likes of korch, olympia, paka et al which are bogus quality stocks cannot support the lofty market valuations.
Few bargains remain like kplc and TPS, which should be able to withstand the shakeout. I'm also speculating with MSC (high risk - balls of steel needed). I don't see why gok should kill this sugar firm.
So @hisah is a speculator?! @jerry partly @hisah like many seasoned fellows are HYBRID greater %investor and small % speculator You need platinum balls for MSC! 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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With GOK issuing 11% tax free bonds worth 20B, expect migration from stocks to accelerate. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 14,232 Location: nairobi
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sparkly wrote:With GOK issuing 11% tax free bonds worth 20B, expect migration from stocks to accelerate. @sparkly wacha kutia watu baridi. some stocks have multiples that make the 11% look like loose change. think centum, kcb, panafrica
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:With GOK issuing 11% tax free bonds worth 20B, expect migration from stocks to accelerate. @sparkly wacha kutia watu baridi. some stocks have multiples that make the 11% look like loose change. think centum, kcb, panafrica Which of those are ASSURED of 11% after tax return (capital gains and dividends) in the next one year? Life is short. Live passionately.
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Rank: Member Joined: 2/13/2011 Posts: 284 Location: Nairobi
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sparkly wrote:Boris Boyka wrote:jerry wrote:hisah wrote:Boris Boyka wrote:Angelica _ann wrote:NMG surprised me, it has not gained for aloooong time then lost substantially! ppl might be positioning??? could be like stan chart. down 280 then up to 340 ,am tempted to touch!! hope it doesn't go BMB way. NMG breakout to the downside!
Vol spike, but prices have refused to break above 350. Not bullish for now until that resistance gives in. If the vol spike was in Apr 2013, I'd expect a sizable selloff coz that would have been a classic upthrust sellside action. I expect the price to slide, but not below 200 - 220 support zone. Below that zone would put bulls under pressure.
As @sparkly puts it the bluechips have steamed off. I've also stated a while back that the heavyweights are top heavy. A shakeout is coming and the likes of korch, olympia, paka et al which are bogus quality stocks cannot support the lofty market valuations.
Few bargains remain like kplc and TPS, which should be able to withstand the shakeout. I'm also speculating with MSC (high risk - balls of steel needed). I don't see why gok should kill this sugar firm.
So @hisah is a speculator?! @jerry partly @hisah like many seasoned fellows are HYBRID greater %investor and small % speculator You need platinum balls for MSC! @Hisah, I agree with your take on Kenya Power and TPS, those two are definitely high quality good bargains. However, MSC is not even worth speculating, this will finish you like Ebola!!!
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Rank: Elder Joined: 6/23/2009 Posts: 14,232 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:With GOK issuing 11% tax free bonds worth 20B, expect migration from stocks to accelerate. @sparkly wacha kutia watu baridi. some stocks have multiples that make the 11% look like loose change. think centum, kcb, panafrica Which of those are ASSURED of 11% after tax return (capital gains and dividends) in the next one year? KCB is assured 3.5% dividend yield plus atleast 10% organic share growth, making in all 13.5%minimum, but it could even go to 30% or more!!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,353 Location: Nairobi
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obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:With GOK issuing 11% tax free bonds worth 20B, expect migration from stocks to accelerate. @sparkly wacha kutia watu baridi. some stocks have multiples that make the 11% look like loose change. think centum, kcb, panafrica Which of those are ASSURED of 11% after tax return (capital gains and dividends) in the next one year? KCB is assured 3.5% dividend yield plus atleast 10% organic share growth, making in all 13.5%minimum, but it could even go to 30% or more!!! There is nothing like 'guaranteed' organic share growth. 11% is net of all taxes whereas Dividends are subject to 5% W/Tax. Add the CGT [and the confusion surrounding it] for a reduction in net value received. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Too many HELLOS, Time to quit stocks!
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