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My Watch List - Buys in Q4 2019
Balaa
#41 Posted : Wednesday, October 23, 2019 12:59:33 PM
Rank: Member


Joined: 7/6/2018
Posts: 175
Location: Kinshasa
wukan wrote:
young wrote:
Ericsson wrote:
young wrote:
Angelica _ann wrote:
sparkly wrote:
wukan wrote:
Technical indicators remain STRONG SELL



On which stocks?


Can't be for all stocks.

Buy - BAT, Stanchart, Infrastructure Bond

Watch - Safaricom, EABL, CooP

Think about - FAHR (Don't quite understand the business model/revenue stream).



On FAHR REIT, Hope these links will help

https://stanlibfahariireit.com/

At least 80% of operating profit is distributable to unit holders as a policy.

https://uk.reuters.com/companies/FAHR.NR

https://africanfinancial...ent/ke-fahr-2019-ir-hy/


FAHR has only 621 million shares on offer therefore it is difficult to buy but easy to sell.

It is yet another good cushion in a persistent bear market. FY 2018 dividend of 75 cents on the current price of 8.25 bob translates to 9.0 % dividend yield. This is a very good return on investment.

Don't quote me this year they may likely return 80 cents per share based on their incremental HY19 result provided above. This will propel it to a yield of 9.6 % .

Find below the property portfolio of FAHR REIT in Kenya

https://stanlibfahariireit.com/index.php?id=32




Parent company Stanlib Kenya is up for sale


The news was rife in April but no further information yet.

It is a positive news to shareholders.
It will be sold at premium the REIT segment since it is a viable company and listed in NSE .Recall Kenol etc

I am still buying more even this week as there is a lot to gain . Good dividend and capital again.

https://www.businessdail...61462-19ewb1/index.html

Recall Stanlib REIT was listed by introduction at 10 bob. Notwithstanding her consistent good performance since 2015/2016 the price hovers on the average between 7 to 8.5 bob principally due to the bearish sentiment in Nairobi bourse .

If it is delisted due to sell off of the parent STANLIB, the cut off sale value will be between 10 to 12 bob per share
For me I am aware of the news and I take it as positive news, so I will keep on accumulating more.
Next dividend is due April 2020, I mean actual payment not announcement
FAHR REIT is always the first to pay in all counters whose year end is December




https://live.mystocks.co.ke/m/calendar=FAHR


FAHR REIT was listed at 20 per unit. If you invested a million bob you are now worth 429,000 excluding the dividends.

They need to invest in a lot more properties to bring their management expenses to an acceptable level. They are around 3b worth of properties but they need to be above 9-12b of properties to cut on the running expenses. There is potential for dilution which keeps the price down together with the bearish mood in town.

Turnover (share liquidity) is also constrained given that shareholding is dominated by institutional (e.g IFC, parent coy, etc) investors. I'm in the bus though.
If it don't make dollars, it don't make sense
Ericsson
#42 Posted : Monday, October 28, 2019 10:10:54 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
In bear markets, dividend trades rarely work. Buying a blue chip stock on earnings announcement for selling before books closure rarely yields high returns in a bear market.

In a bull market, such trades can give traders the yield upfront.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
the deal
#43 Posted : Monday, October 28, 2019 10:37:19 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Standard Bank Namibia IPO πŸ‘‰ https://www.standardbanklisting.com.na/
shiznit
#44 Posted : Monday, October 28, 2019 10:50:23 AM
Rank: New-farer


Joined: 5/21/2013
Posts: 72
Location: KENYA
[quote=the deal]Standard Bank Namibia IPO πŸ‘‰ https://www.standardbanklisting.com.na/[/quote]


KES. 6.3 per share, right? Let's have a look at that Prospectus.Think
β€œThe market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
sparkly
#45 Posted : Wednesday, October 30, 2019 4:42:04 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Greed is good. I am in the market tomorrow as a buyer.
Life is short. Live passionately.
Ericsson
#46 Posted : Wednesday, October 30, 2019 4:47:28 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
sparkly
#47 Posted : Wednesday, October 30, 2019 5:14:05 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.


Some buses are still at the stage.
Life is short. Live passionately.
obiero
#48 Posted : Wednesday, October 30, 2019 5:25:24 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.


Some buses are still at the stage.

Dirty, filthy buses are at the stage. Manyanga zimehoura!

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Metch
#49 Posted : Wednesday, October 30, 2019 5:37:59 PM
Rank: Member


Joined: 12/22/2015
Posts: 224
Location: Mombasa, Kenya
obiero wrote:
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.


Some buses are still at the stage.

Dirty, filthy buses are at the stage. Manyanga zimehoura!


DTB is the final shuttle.
But since Linus Gitahi it's on a strange route
Start!
sparkly
#50 Posted : Wednesday, October 30, 2019 5:41:45 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
obiero wrote:
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.


Some buses are still at the stage.

Dirty, filthy buses are at the stage. Manyanga zimehoura!


Laughing out loudly Laughing out loudly Laughing out loudly wacha ufala
Life is short. Live passionately.
sparkly
#51 Posted : Wednesday, October 30, 2019 5:45:48 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Metch wrote:
obiero wrote:
sparkly wrote:
Ericsson wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow to buy.


Will you be able to get anything.
Unless you bid higher prices.


Some buses are still at the stage.

Dirty, filthy buses are at the stage. Manyanga zimehoura!


DTB is the final shuttle.
But since Linus Gitahi it's on a strange route


Bear sentiment still strong. Rate cap repeal "orgasm" is good for 20%-30% gains on bank stocks.
Life is short. Live passionately.
Ebenyo
#52 Posted : Thursday, October 31, 2019 9:43:52 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.
Towards the goal of financial freedom
mlennyma
#53 Posted : Thursday, October 31, 2019 9:46:50 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?
"Don't let the fear of losing be greater than the excitement of winning."
Ebenyo
#54 Posted : Thursday, October 31, 2019 9:50:36 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the cap rate is officially removed.
Towards the goal of financial freedom
mlennyma
#55 Posted : Thursday, October 31, 2019 9:52:44 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the cap rate is officially removed.

enjoy the ride
"Don't let the fear of losing be greater than the excitement of winning."
Ebenyo
#56 Posted : Thursday, October 31, 2019 10:11:33 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,996
Location: Kitale
mlennyma wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the rate cap is officially removed.

enjoy the ride

Towards the goal of financial freedom
sparkly
#57 Posted : Thursday, October 31, 2019 1:44:48 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the rate cap is officially removed.

enjoy the ride



SBG iTrader down. I can't trade nkt
Life is short. Live passionately.
murchr
#58 Posted : Thursday, October 31, 2019 5:03:12 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
sparkly wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the rate cap is officially removed.

enjoy the ride



SBG iTrader down. I can't trade nkt


D&B too useless
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
mlennyma
#59 Posted : Thursday, October 31, 2019 5:09:00 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,175
Location: nairobi
murchr wrote:
sparkly wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the rate cap is officially removed.

enjoy the ride



SBG iTrader down. I can't trade nkt


D&B too useless

overwhelmed by the developing bull,if tomorrow we don't see a slow down,it could be a big maturing bull on banks
"Don't let the fear of losing be greater than the excitement of winning."
obiero
#60 Posted : Thursday, October 31, 2019 5:12:33 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
mlennyma wrote:
murchr wrote:
sparkly wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
mlennyma wrote:
Ebenyo wrote:
sparkly wrote:
Greed is good. I am in the market tomorrow as a buyer.




It's a seller market.The market is rallying.

for how long?



At least untill the rate cap is officially removed.

enjoy the ride



SBG iTrader down. I can't trade nkt


D&B too useless

overwhelmed by the developing bull,if tomorrow we don't see a slow down,it could be a big maturing bull on banks

remember its reporting season too

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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