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Covid Bargain Shares (CBS)
Impunity
#1 Posted : Saturday, July 11, 2020 8:07:18 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

VituVingiSana
#2 Posted : Saturday, July 11, 2020 9:19:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile

https://www.youtube.com/watch?v=UrGw_cOgwa8
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Horton
#3 Posted : Sunday, July 12, 2020 9:01:14 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
VituVingiSana wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile

https://www.youtube.com/watch?v=UrGw_cOgwa8


I don’t get this market. If the short sellers were as active as the are in the US eg TSLA with $20B in shorts 🩳(which is peaking at $1545 and looking to cross $2000 before 22/07), where would these already malnutritioned market be?
VituVingiSana
#4 Posted : Sunday, July 12, 2020 9:09:33 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
Horton wrote:
VituVingiSana wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile

https://www.youtube.com/watch?v=UrGw_cOgwa8


I don’t get this market. If the short sellers were as active as the are in the US eg TSLA with $20B in shorts 🩳(which is peaking at $1545 and looking to cross $2000 before 22/07), where would these already malnutritioned market be?
The shorts have been burnt in Tesla which is 2x what price Musk said was overpriced.

“The market can stay irrational longer than you can stay solvent.” - Keynes
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Impunity
#5 Posted : Sunday, July 12, 2020 10:23:53 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
Which are the best blue chips selling as a discount right now ?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

babashuge
#6 Posted : Monday, July 13, 2020 7:59:26 AM
Rank: New-farer

Joined: 1/4/2019
Posts: 69
Location: Nairobi
VituVingiSana wrote:
Horton wrote:
VituVingiSana wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile

https://www.youtube.com/watch?v=UrGw_cOgwa8


I don’t get this market. If the short sellers were as active as the are in the US eg TSLA with $20B in shorts 🩳(which is peaking at $1545 and looking to cross $2000 before 22/07), where would these already malnutritioned market be?
The shorts have been burnt in Tesla which is 2x what price Musk said was overpriced.

“The market can stay irrational longer than you can stay solvent.” - Keynes


safcom finally dipping, might go down further when books close
point
#7 Posted : Monday, July 13, 2020 9:16:31 AM
Rank: New-farer

Joined: 8/23/2015
Posts: 64
Location: nairobi
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC
Metch
#8 Posted : Monday, July 13, 2020 9:29:42 AM
Rank: Member

Joined: 12/22/2015
Posts: 224
Location: Mombasa, Kenya
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC

KPLC is carbon
Start!
Impunity
#9 Posted : Monday, July 13, 2020 9:57:28 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
Metch wrote:
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC

KPLC is carbon


Looks like a gem at current prices. But the debts can be converted to equity and render wanjiku to hold worthless shares.
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

Impunity
#10 Posted : Monday, July 13, 2020 10:00:13 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
point wrote:
Impunity wrote:
What are some of the best place counters that Covid has brought to our reach?
Safcom good but it has refused to come down.
Member and Simba have refused at 35 range.

The good ol-BAT looks good (at 310) but requires investment in the range that you would require when buying bonds.

List the CBS counters please.

KenyaRe at 2.15 looks irresistable.

smile smile



Kenya Re is a diamond in the rough....together with KPLC


KenyaRe, i will wait @VVS candid opinion.
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

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