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When is the Next NSE Bus Leaving the Stage
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guru267
#421 Posted : Friday, November 23, 2012 5:03:22 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before.


Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns!

You know you should be buying stocks when dividend returns are greater than rental yields!!

The forward valuations on the NSE are still historically too low!!
Mark 12:29
Deuteronomy 4:16
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hisah
#422 Posted : Friday, November 23, 2012 6:05:46 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
hisah wrote:
But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before.


Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns!

You know you should be buying stocks when dividend returns are greater than rental yields!!

The forward valuations on the NSE are still historically too low!!

Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo Sad

I want discounts...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#423 Posted : Friday, November 23, 2012 6:09:40 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
guru267 wrote:
hisah wrote:
But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before.


Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns!

You know you should be buying stocks when dividend returns are greater than rental yields!!

The forward valuations on the NSE are still historically too low!!

Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo Sad

I want discounts...


Those trends, charts & patterns are just very short term gimmicks!!
Mark 12:29
Deuteronomy 4:16
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sparkly
#424 Posted : Friday, November 23, 2012 6:16:52 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
guru267 wrote:
hisah wrote:
guru267 wrote:
hisah wrote:
But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before.


Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns!

You know you should be buying stocks when dividend returns are greater than rental yields!!

The forward valuations on the NSE are still historically too low!!

Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo Sad

I want discounts...


Those trends, charts & patterns are just very short term gimmicks!!


Taking profits on select counters is a good tactic IMO.
Life is short. Live passionately.
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VituVingiSana
#425 Posted : Friday, November 23, 2012 6:33:02 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
guru267 wrote:
hisah wrote:
Btw if EABL bids continue like this, a Bralirwa trend is on the cards.

Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market??
Who is the majority (controlling) shareholder of Bralirwa?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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sparkly
#426 Posted : Friday, November 23, 2012 6:35:10 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Aguytrying wrote:
@hisah. nice rap sheet. but do u say? of the following stocks i think it would be wise to take profits now. theres no harm done, if they do go up they can still be bought later. eabl, saf, kcb. nmg , arm,

i dont imagine those prices upheld in the next 5 months. on hfck i dont see much downside, but biased as i own shares there(happily)

ive been looking at neglected companies total, nbk, cfc bank, knre . food for thought

@aguy are you reading my mind??? On the stocks to hold on to, i have HF, Kengen, and Centum. Money released from ARM, EABL, SAF and NMG i would hold in cash and cash equivalents and wait for another buying opportunity.
Life is short. Live passionately.
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VituVingiSana
#427 Posted : Friday, November 23, 2012 6:38:31 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
@hisah - I have to admit that I find it unusual but there may be a feeling that elections will be 'peaceful' even if not smooth.

My theory is the army (not just the police) will be out in force. They will 'calm' down the situation as long as Kenyans (& some foreign pesky human rights activists) keep a blind eye to soldiers keeping the peace by use of (deadly) force where & when needed.

There is an element of speculation as well but if Kenya can weather the storm, the potential is huge for REGIONAL trade.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#428 Posted : Friday, November 23, 2012 8:50:40 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
VituVingiSana wrote:
guru267 wrote:
hisah wrote:
Btw if EABL bids continue like this, a Bralirwa trend is on the cards.

Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market??
Who is the majority (controlling) shareholder of Bralirwa?

Heineken group.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#429 Posted : Sunday, November 25, 2012 9:51:36 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Kenya ranked among top FDI destinations in Africa after SA & Morocco - http://www.theeastafrica.../-/rpvmgrz/-/index.html

This is why the mbus is still moving at pace towards Dec...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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VituVingiSana
#430 Posted : Sunday, November 25, 2012 10:45:01 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
hisah wrote:
VituVingiSana wrote:
guru267 wrote:
hisah wrote:
Btw if EABL bids continue like this, a Bralirwa trend is on the cards.

Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market??
Who is the majority (controlling) shareholder of Bralirwa?

Heineken group.
Bingo! [Though I was hoping @guru answered it] So the chances of Heineken selling to EABL (Diageo) are very slim to none. Heineken is bulking up in the region [see Ethiopia] & not looking to sell expect at the crazy high price.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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