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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: 26,267
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: 17,150
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: 1,534
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: 17,150
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: 26,267
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: 47
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: 62
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: 202
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: 26,267
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: 26,267
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.

Angelica _ann
#11 Posted : Monday, July 13, 2020 10:26:32 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,642
Impunity wrote:
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.


KPLC it is .....

mnandii wrote:
mnandii wrote:
mnandii wrote:
Kibe21 wrote:
Hi, Mnandii, could you do one on KPLC?


Checking on it.




KPLC appears to have completed an impulsive thrust(waves 12345) from a triangle.
I expect the share to turn bullish from current levels. Key Upward target is 5.57 which if attained should give rise to further strength targeting at least Ksh 11.80s.




KPLC has started the move UP as expected.

In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Impunity
#12 Posted : Monday, July 13, 2020 11:01:58 AM
Rank: Elder


Joined: 3/2/2009
Posts: 26,267
Location: Masada
Angelica _ann wrote:
Impunity wrote:
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.



KPLC it is .....

mnandii wrote:
mnandii wrote:
mnandii wrote:
Kibe21 wrote:
Hi, Mnandii, could you do one on KPLC?


Checking on it.




KPLC appears to have completed an impulsive thrust(waves 12345) from a triangle.
I expect the share to turn bullish from current levels. Key Upward target is 5.57 which if attained should give rise to further strength targeting at least Ksh 11.80s.




KPLC has started the move UP as expected.



I dont trust these cartoons!
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

VituVingiSana
#13 Posted : Monday, July 13, 2020 11:30:39 AM
Rank: Chief


Joined: 1/3/2007
Posts: 17,150
Location: Nairobi
Impunity 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


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Impunity
#14 Posted : Monday, July 13, 2020 1:33:10 PM
Rank: Elder


Joined: 3/2/2009
Posts: 26,267
Location: Masada
VituVingiSana wrote:
Impunity 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


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20


Can we assume this price to be the lowest now b4 a bill run?

What is your ABP?

Are you averaging down at the current price?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.

muandiwambeu
#15 Posted : Monday, July 13, 2020 2:02:23 PM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,218
Impunity wrote:
Which are the best blue chips selling as a discount right now ?

Not many blue chips will emerge blue after the current baptism by fire, even you yourself needs to re-evaluate your perseverence levels before boarding a blue painted box destined for the test.


Let the third quarter data trickle in first, to get a glimpse of the preliminaries.
From a single sided glimpse, kplc will likely loose 10-20% of its gross revenue due to decline in tourism and closure or curtailed hospitality industry alone. addational hit due to closure of manufuring and production sector will be felt strongly. Its obvious also that the rate of occupancy in real estate is dwindling with rousy results expected from that end, save for the reverbration effect which is yet to echoe around the economy. The well being of an utility company can be benchmarked against performance of the economy in general. Expect a further dip in kplc and Kngen.
Ditto to insuarance sector, where claims are ikely to raise in an ailing/ stungling/ hard economy against backdrop in premiums.

Me myself my 10% charitable contribution is zero rated, and only essential bills are passing. Alas, Gatevalves sinafunga polepole kila pande.

But nikipata ngege ama mnofu wa mufuko nono ya bure siachi.
KeNre 1.5/ or there about
BAT 150-210/ or will be considered
EABL 80-110/ i will consider
ditto
safcom 13/-18/
equity 18-22/
NIC 13-18/
KenGen 2.8/
BTAk 4.5/
coop 7.5/
otherwise, every camel with its reider
,Behold, a sower went forth to sow;....
VituVingiSana
#16 Posted : Monday, July 13, 2020 7:00:05 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,150
Location: Nairobi
Impunity wrote:
VituVingiSana wrote:
Impunity 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


KenyaRe, i will wait @VVS candid opinion.
Ndani but you have to be patient. I believe it will 2x (including dividends) in 4 years. Current price 2.20


Can we assume this price to be the lowest now b4 a bill run? Hard to say.

What is your ABP? I have no idea. I don't use ABP since capital gains aren't taxed.

Are you averaging down at the current price? I buy not to average down but look at what looks attractive today.

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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