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STOCKS TO BUY by yaserbigchair
Rank: Chief Joined: 1/3/2007 Posts: 18,050 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:The only stocks for purchase consideration as at 31.08.2018.. BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM, WTK KQ?  Wewe mzee huoni what's happening with KQ.. 31% loss reduction in the current environment is acceptable. Upon taking up KAA's JKIA new revenue lines will be the lifeline of a lifetime. It should end well unless as @maka said, that USA gets mishandled.. In which case, KQ would be wound up. Watch and learn Will GoK give KQ JKIA for free? 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: 13,472 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:The only stocks for purchase consideration as at 31.08.2018.. BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM, WTK KQ? Wewe mzee huoni what's happening with KQ.. 31% loss reduction in the current environment is acceptable. Upon taking up KAA's JKIA new revenue lines will be the lifeline of a lifetime. It should end well unless as @maka said, that USA gets mishandled.. In which case, KQ would be wound up. Watch and learn Will GoK give KQ JKIA for free? Imagine.. But KQ is GoK and GoK is KAA. Armslength transaction
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Veteran Joined: 4/4/2016 Posts: 1,996 Location: Kitale
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sparkly wrote:obiero wrote:The only stocks for purchase consideration as at 31.08.2018.. BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM, WTK TPS will go sub 20 in the next 2 weeks. Don't buy yet. Sanlam bond write-offs are scary. Lets wait and see whether there are other skeletons. Kenya Re is a buy. NMG is a buy. NIC is a buy. NMG  Towards the goal of financial freedom
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Ebenyo wrote:sparkly wrote:obiero wrote:The only stocks for purchase consideration as at 31.08.2018.. BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM, WTK TPS will go sub 20 in the next 2 weeks. Don't buy yet. Sanlam bond write-offs are scary. Lets wait and see whether there are other skeletons. Kenya Re is a buy. NMG is a buy. NIC is a buy. NMG @sparkly KENRE looks messed up right now
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK Karibu sana. Life is short. Live passionately.
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Rank: Elder Joined: 12/7/2012 Posts: 11,901
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sparkly wrote:obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK Karibu sana.  At your own risk. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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sparkly wrote:obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK Karibu sana. Asante sana
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK NSE 20 being held up by Mpesa bank. If it continues sliding.... Meanwhile...tunatafuta loan. We have to board some of these buses during this bloody season.
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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rwitre wrote:obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK NSE 20 being held up by Mpesa bank. If it continues sliding.... Meanwhile...tunatafuta loan. We have to board some of these buses during this bloody season. Salivating on these discounts
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:rwitre wrote:obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK NSE 20 being held up by Mpesa bank. If it continues sliding.... Meanwhile...tunatafuta loan. We have to board some of these buses during this bloody season. Salivating on these discounts Soon & very soon purported discounts shall be overturned into huge premiums. Be careful playing with nse fire... John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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Spikes wrote:obiero wrote:rwitre wrote:obiero wrote:Bargains left, right and center. It's almost time for me to make a bold return to the NSE. On my mind I have BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, PAFR, TOTAL, TPSEA, SCOM, WTK NSE 20 being held up by Mpesa bank. If it continues sliding.... Meanwhile...tunatafuta loan. We have to board some of these buses during this bloody season. Salivating on these discounts Soon & very soon purported discounts shall be overturned into huge premiums. Be careful playing with nse fire... Once bitten twice shy, watch learn.  ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018 BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/7/2012 Posts: 11,901
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obiero wrote:THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018
BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Angelica _ann wrote:obiero wrote:THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018
BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM Your children's children will ask you why you did not buy KQ when it traded at KES 3.9 in 2017.. I'm telling KQ will blow up like you have never seen in your lifetime
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,636 Location: NAIROBI
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https://www.businessdail...871496-vwxbxt/index.htmlWealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Ericsson wrote:https://www.businessdailyafrica.com/markets/marketnews/Foreigners-trickle-back-to-the-Nairobi-bourse/3815534-4871496-vwxbxt/index.html I have zero faith in EABL for the short term
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,050 Location: Nairobi
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obiero wrote:Angelica _ann wrote:obiero wrote:THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018
BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM Your children's children will ask you why you did not buy KQ when it traded at KES 3.9 in 2017.. I'm telling KQ will blow up like you have never seen in your lifetime There were hardly any volumes traded at 4/- since there was a lot of confusion around the " 4:1 consolidation" Good luck with KQ. In the meantime, I&M's 3Q EPS exceeds the price of KQ's CONSOLIDATED shares! Unfortunately, I&M has lent KQ money and the management should provide (& not just NPL) the entire loan to KQ. Same applies to Equity, NIC, etc. Provide for the entire loan and whatever payments KQ makes should be written back as profit. I know there are some GoK guarantees but until the funds show up it's better to be safe than sorry. 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: 13,472 Location: nairobi
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VituVingiSana wrote:obiero wrote:Angelica _ann wrote:obiero wrote:THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018
BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM Your children's children will ask you why you did not buy KQ when it traded at KES 3.9 in 2017.. I'm telling KQ will blow up like you have never seen in your lifetime There were hardly any volumes traded at 4/- since there was a lot of confusion around the " 4:1 consolidation" Good luck with KQ. In the meantime, I&M's 3Q EPS exceeds the price of KQ's CONSOLIDATED shares! Unfortunately, I&M has lent KQ money and the management should provide (& not just NPL) the entire loan to KQ. Same applies to Equity, NIC, etc. Provide for the entire loan and whatever payments KQ makes should be written back as profit. I know there are some GoK guarantees but until the funds show up it's better to be safe than sorry. KQ will pay back all its loans in full and KQLC shall ensure that this is the case via representative MOO.. Watch and learn
HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,050 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Angelica _ann wrote:obiero wrote:THE EXCHANGE BAR HAS NO QUALMS WITH THE FOLLOWING STOCKS AS AT 26.11.2018
BAT, COOP, DTB, EQTY, JUB, KCB, KEGN, KQ, PAFR, TOTAL, TPSEA, SCOM Your children's children will ask you why you did not buy KQ when it traded at KES 3.9 in 2017.. I'm telling KQ will blow up like you have never seen in your lifetime There were hardly any volumes traded at 4/- since there was a lot of confusion around the " 4:1 consolidation" Good luck with KQ. In the meantime, I&M's 3Q EPS exceeds the price of KQ's CONSOLIDATED shares! Unfortunately, I&M has lent KQ money and the management should provide (& not just NPL) the entire loan to KQ. Same applies to Equity, NIC, etc. Provide for the entire loan and whatever payments KQ makes should be written back as profit. I know there are some GoK guarantees but until the funds show up it's better to be safe than sorry. KQ will pay back all its loans in full and KQLC shall ensure that this is the case via representative MOO.. Watch and learn #TukoPamoja Nevertheless, prudence dictates that all KQLC members should: 1) Write-down their investment in KQLC to zero given KQ's constant losses and inability to service the current loans without taking on new loans. 2) NPL all loans to KQ under IFRS 9 and CBK's Prudential Guidelines. 3) Go one step further and provide a PROVISION for all old loans to KQ. All payments from KQ can be written back. 4) All new/recent loans guaranteed by GoK should be NPL'd as well given GoK is broke. Any payments from KQ/GoK can be written back. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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STOCKS TO BUY by yaserbigchair
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