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My top three buys
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omega
#11 Posted : Thursday, November 12, 2009 6:54:00 PM
Rank: Member

Joined: 6/9/2009
Posts: 85

@sparkly, about SCAN,the following research report is a good starting point if you've not yet seen it.

http://www.dyerandblair....dvertising%20280409.pdf
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Mainat
#12 Posted : Friday, November 13, 2009 4:41:00 AM
Rank: Veteran

Joined: 11/21/2006
Posts: 1,590
Surprised nobody has spotlighted ARM-pick of the listed cement and construction industry suppliers. Has a very nice portfolio of products that complement each other. Has a had a very good bear period (last 12 months compares very well with dividend stocks like EABL,and has even outperformed some of them like StanChart).
CMC-what is the margin on these passats? Mukiha?

www.mjengakenya.blogspot.com
Sehemu ndio nyumba
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Wondergirl
#13 Posted : Friday, November 13, 2009 6:23:00 PM
Rank: Member

Joined: 9/12/2009
Posts: 312
Is there something guys know about equity I don't know today??? Twenty -two million shares traded!. It even ousted safcom from the high seat of being the most heavily traded.
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obiero
#14 Posted : Saturday, November 14, 2009 3:18:00 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
That is a huge volume of Equity. I think the big guns are ready to screw mwananchi! It feels lyk that Sameer insider trading of 2006 that saw it rise from sh.10 to 40 in two weeks!

KQ ABP 4.26
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Wondergirl
#15 Posted : Saturday, November 14, 2009 4:48:00 AM
Rank: Member

Joined: 9/12/2009
Posts: 312
Obiero,so would do you think,it time to stock pile,hold and watch or simply walk away with what you have??
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jerry
#16 Posted : Saturday, November 14, 2009 4:48:00 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
Probably an announcement on EB around the corner. Any insider to give us some info?!

Crocodile tears: If you can't assist me when I'm alive en you attend my funeral.
The opposite of courage is not cowardice, it's conformity.
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jerry
#17 Posted : Saturday, November 14, 2009 4:49:00 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
How far will Sasini go? Could it go to 10/= in 2 wks?

Crocodile tears: If you can't assist me when I'm alive en you attend my funeral.
The opposite of courage is not cowardice, it's conformity.
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ecstacy
#18 Posted : Saturday, November 14, 2009 9:06:00 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
Timescale?
On any timescale KQ,HFCK and SCOM..will be more than OK for your top three.

Add AccessKenya and Equity Bank at current prices to any top 5...

cheers
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obiero
#19 Posted : Saturday, November 14, 2009 4:45:00 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
@ Wondergirl. If u have a hi risk appetite then buy buy buy! It is unlikely that it cn go below 13.

KQ ABP 4.26
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Wondergirl
#20 Posted : Saturday, November 14, 2009 5:12:00 PM
Rank: Member

Joined: 9/12/2009
Posts: 312
Yes,Obiero,i do have an appetite and a big one too!!

And just between you and me,it won't be the first time I did that with Equity. Its one share that is good for speculators.
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