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Madness at the NSE
Rank: Member Joined: 9/26/2006 Posts: 391 Location: CENTRAL PROVINCE
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Sufficiently Philanga....thropic wrote:Havent seen this level of Greed since 2006.
Truly peace haa the greatest returns.
Tomorrow we hit 5,000pts,whether or not MPC hikes CBR.
God bless Kenya!!! It interesting that this was the 1st post for this thread.......March 2013, exactly five and a half years ago when the NSE 20 Share index was headed to 5000 pts....today its less than 60% of this. When you check the top gainers and you see MSC, EVERDY, SAMEER, SASINI, EACABL are the top five gainers for the day, then you smell blood on the streets.  Happy hunting.
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Rank: Elder Joined: 10/18/2008 Posts: 3,434 Location: Kerugoya
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Maddness at the NSE That is the title on this thread. What can be more "maddness at the NSE" than Housing Finance share price rising 3.17% on the trading day after the Group Managing Director proceeding with sick off? This means the market is of the opinion that the sick Managing Director is actually a "Damaging Director". Or am I reading this the wrong way?
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Rank: Veteran Joined: 5/5/2011 Posts: 1,059
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Are there bots trading at the NSE or some sort of automated buying? Just asking, The frenzy continues To Each His Own
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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kayhara wrote:Are there bots trading at the NSE or some sort of automated buying? Just asking, The frenzy continues
Nuh...  possunt quia posse videntur
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Rank: New-farer Joined: 8/14/2013 Posts: 20 Location: Copenhagen
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Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Problems can be very complicated, solutions cannot be.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Even four figure unaweza
HF 30,000 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: 10,641 Location: NAIROBI
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obiero wrote:nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Even four figure unaweza Ksh.10,000 can give you 16,000 Mumias sugar shares Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ericsson wrote:obiero wrote:nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Even four figure unaweza Ksh.10,000 can give you 16,000 Mumias sugar shares Same KES 10,000 could also give you 1,100 KQ shares
HF 30,000 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: 18,059 Location: Nairobi
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ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc! The end result seems to be the same! In the meantime, I await a dividend from KK - a core investment Centum (Tier 2) will also pay a dividend soon. Times are tough for my firms and I will have to dig deep. KK - VAT & economic malaise I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020. KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future! Unga - Slow economy. Competition. Increased costs including VAT Centum - Slow economy and "dead" RE market TPSEA - Large CAPEX, slow economy, how's tourism? C&G - Slow economy, construction is slow That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices. 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: 13,475 Location: nairobi
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VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui..
HF 30,000 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: 18,059 Location: Nairobi
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obiero wrote:VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui.. Asante but I feel for you given that all my losses combined (including ARM), as a %, can't equal your losses in KQ. Take heart. One day KQ may fly. When it does, please consider helping me out by: - Fueling up at KK - Buying rolls from Unga - Using I&M debit cards - Reinsuring with KenRe those planes that will fly and land safely Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Long term investment in emerging markets is an oxymoron.Stocks can go from bluechip to junk real fast.
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui.. Asante but I feel for you given that all my losses combined (including ARM), as a %, can't equal your losses in KQ. Take heart. One day KQ may fly. When it does, please consider helping me out by: - Fueling up at KK - Buying rolls from Unga - Using I&M debit cards - Reinsuring with KenRe those planes that will fly and land safely You of all people should know that success in investment is never a straight path. You may get into a stock at the wrong moment and another may get in at the right time hence different perspectives on the same share.. Like divorcing a woman who then goes on to have a stable and prosperous marriage
HF 30,000 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: 10,641 Location: NAIROBI
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whiteowl wrote:nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Long term investment in emerging markets is an oxymoron.Stocks can go from bluechip to junk real fast. When you see a company moving from bluechip to junk dump it very fast. One of the indicators i use is reading through the annual report of the company you've invested in and monitoring the periodic financial reports. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,641 Location: NAIROBI
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui.. Asante but I feel for you given that all my losses combined (including ARM), as a %, can't equal your losses in KQ. Take heart. One day KQ may fly. When it does, please consider helping me out by: - Fueling up at KK - Buying rolls from Unga - Using I&M debit cards - Reinsuring with KenRe those planes that will fly and land safely You of all people should know that success in investment is never a straight path. You may get into a stock at the wrong moment and another may get in at the right time hence different perspectives on the same share.. Like divorcing a woman who then goes on to have a stable and prosperous marriage Success in investment is a Learning process,you learn from previous mistakes and work towards not repeating them Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ericsson wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui.. Asante but I feel for you given that all my losses combined (including ARM), as a %, can't equal your losses in KQ. Take heart. One day KQ may fly. When it does, please consider helping me out by: - Fueling up at KK - Buying rolls from Unga - Using I&M debit cards - Reinsuring with KenRe those planes that will fly and land safely You of all people should know that success in investment is never a straight path. You may get into a stock at the wrong moment and another may get in at the right time hence different perspectives on the same share.. Like divorcing a woman who then goes on to have a stable and prosperous marriage Success in investment is a Learning process,you learn from previous mistakes and work towards not repeating them 100% true
HF 30,000 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: 13,475 Location: nairobi
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Ericsson wrote:whiteowl wrote:nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Long term investment in emerging markets is an oxymoron.Stocks can go from bluechip to junk real fast. When you see a company moving from bluechip to junk dump it very fast. One of the indicators i use is reading through the annual report of the company you've invested in and monitoring the periodic financial reports. That does help apart from when the books are crooked.. I believe primary focus should be on the industry and the company's competitive strength plus it's top leadership pedigree
HF 30,000 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: 10,641 Location: NAIROBI
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obiero wrote:Ericsson wrote:whiteowl wrote:nyakosh wrote:Since stocks are for long term for the majority of investors, this is the best time to buy in the low but promising counters. However, speculation and short term investment is is appropriate for investors with deep pockets playing with 8 or more figures in cash Long term investment in emerging markets is an oxymoron.Stocks can go from bluechip to junk real fast. When you see a company moving from bluechip to junk dump it very fast. One of the indicators i use is reading through the annual report of the company you've invested in and monitoring the periodic financial reports. That does help apart from when the books are crooked.. I believe primary focus should be on the industry and the company's competitive strength plus it's top leadership pedigree One thing i have seen over time that is making companies fall from blue chip to junk is debt and mkt share of its products aka competitive strength. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:ARM's almost "instant death" (since I got in 1 month before it was put into a coma) seems far more preferable than the death by a 1000 cuts experienced in Mumias, KQ, Deacons, HAFR, etc!
The end result seems to be the same!
In the meantime, I await a dividend from KK - a core investment
Centum (Tier 2) will also pay a dividend soon.
Times are tough for my firms and I will have to dig deep.
KK - VAT & economic malaise
I&M - Malaise in the banking sector. I expect some weak banks to go under by 2020.
KenRe - Tough economy and competition. It should load up on cheap stocks and see the benefits in the future!
Unga - Slow economy. Competition. Increased costs including VAT
Centum - Slow economy and "dead" RE market
TPSEA - Large CAPEX, slow economy, how's tourism?
C&G - Slow economy, construction is slow
That said, if one can, buy into the well-mamanged (low-debt) firms at discounted prices.
Pole on your losses.. With time you may recover. On KQ, utajua hujui.. Asante but I feel for you given that all my losses combined (including ARM), as a %, can't equal your losses in KQ. Take heart. One day KQ may fly. When it does, please consider helping me out by: - Fueling up at KK - Buying rolls from Unga - Using I&M debit cards - Reinsuring with KenRe those planes that will fly and land safely You of all people should know that success in investment is never a straight path. You may get into a stock at the wrong moment and another may get in at the right time hence different perspectives on the same share.. Like divorcing a woman who then goes on to have a stable and prosperous marriage True on the timing. However, Timing risk can be reduced by investing in stocks with a Buffetian moat. Life is short. Live passionately.
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Rank: Elder Joined: 12/4/2009 Posts: 10,641 Location: NAIROBI
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HFCK example of a company moving from blue chip to junk. There is a crisis in the NSE Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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