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The following Stocks will move this Week.
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VituVingiSana
#21 Posted : Tuesday, July 13, 2010 1:33:34 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
guru267 wrote:
2012 wrote:
Look into Kenya Re. I can only see potential here, the dividend was quite good so at the current price I think it's a buy.

@2012 i still maintain that this stock is a clear value trap
What would Warren want? [WWWW]
IMHO, Warren Buffett would avoid Ken-Re in its current form coz of Management... and price...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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underweight
#22 Posted : Tuesday, July 13, 2010 9:34:18 AM
Rank: Member

Joined: 1/25/2009
Posts: 184
Location: For now El-Fashier - Darfur
Hold your horses....with all the pessimism you can still get Kenya-Re at sub 11 before friday next week all factors held constant.
"A bad decision made now is beta that a good one made later!!"
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qw25041985
#23 Posted : Tuesday, July 13, 2010 9:43:40 AM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
All of a sudden kenya re is a bargain ?? Can u guys get serious ... What next Olympia Holdings will be a stock to watch for the next six months !!!!!!
Your future depends on your dreams so go to sleep !
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the deal
#24 Posted : Tuesday, July 13, 2010 10:25:42 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
qw25041985 wrote:
My thoughts on KCB

Today (12.07.2010) was the Final Session for Trading the Rights. KCB trades on a
Trailing PE of 8.659 and post dilution that will be 12.12. KCB is
reporting Half Year Results imminently and the Price looks set to
recover as its move lower was preemptive and now looks overcooked.
The Rights Issue Supply crimped the Price and KCB now trades on a PE
of 8.659 and post Dilution You are looking at a PE of 12.12, with a
1st Quarter Rebound of 10%. Previous Rights Issues have allowed the
Bank to grow at a materially faster Trajectory.
I expect a Replay of that. They have the largest Branch Network in the
Region and the Rights Issue allows them to aggressively go after the
Opportunity.I do not know how much lower the Price can go now because KCB now
looks very cheap versus its Peers who are on an average PE of 14.00+.The Price move lower looks overdone now.The Government of Kenya is diluting their Stake down to 16% which leaves an Opening, I would venture.


ON KENOLKOBIL

KenolKobil trades on a
Trailing PE of 12.102 and might now run up to a Trailing PE of 14.00
which equates to a Price Objective of 12.32.

@QW those are not your thoughts...its someone's work and you can be sued for that...if that Mzee from ww.rich.co.ke finds out that u are passing his work as ur own...plz do ur own research...btwn why would i bye KCB now if the dilution is going to raise the PE to 12...
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PKoli
#25 Posted : Tuesday, July 13, 2010 11:09:07 AM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
@The Deal,
Nice point fellows should not lift others people's work and paste them like their own. I see it often here. The best will be to cross reference if you want falks to refer. Aly Satchu will not be ammused with qwe25...
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youcan'tstopusnow
#26 Posted : Tuesday, July 13, 2010 12:49:42 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
In the morning I wanted to comment that qw's comments looked refined. Kumbe! I bet aly khan is a Wazua member and saw the comments.
GOD BLESS YOUR LIFE
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mwenza
#27 Posted : Tuesday, July 13, 2010 1:04:52 PM
Rank: Elder

Joined: 4/22/2009
Posts: 2,863
youcan'tstopusnow wrote:
In the morning I wanted to comment that qw's comments looked refined. Kumbe! I bet aly khan is a Wazua member and saw the comments.


@youcant...............Just like you, I was amazed at lack of perpetual typos in the post.
IF YOU EXPECT ME TO POST ANYTHING POSITIVE ABOUT ASENO, YOU MAY AS WELL SIT ON A PIN
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qw25041985
#28 Posted : Tuesday, July 13, 2010 1:07:24 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
Ofcourse those those ar his ( aly khans) comments. But how many people take time to read them.... So i copy past them here and so many other forums. But the guy is a supremo.
Your future depends on your dreams so go to sleep !
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qw25041985
#29 Posted : Tuesday, July 13, 2010 1:09:21 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
@mwenza . Kumbafuu.
Your future depends on your dreams so go to sleep !
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youcan'tstopusnow
#30 Posted : Tuesday, July 13, 2010 1:36:24 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
qw25041985 wrote:
@mwenza . Kumbafuu.

Haha! Mwenza, you poked a dragon in the eye!
GOD BLESS YOUR LIFE
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