Since I don't have @stockmaster discipline to list all my individual trades, these are my BUYS for 2011 as decided during my recovery from my Hangover on 2 Jan 2011.

Williamson - Tea prices will remain strong 1Q 2011. Production will be lower than 2010.
Price on 3 Jan 2011 =
Target = 300/-

KenolKobil - The best OMC in Kenya. Also regional expansion. For the patient. I am lucky I can buy these at 10/-. It is a gift.
Price on 3 Jan 2011 =
Target = 13/- [but not for sale until Dec 2013 at 20/-]

Kenya Airways - Great African & Asian opportunities as India+China trade with Africa increases + increased intra-Africa travel.
Price on 3 Jan 2011 =
Target = 60/-

KPLC - Rain/water/thermal/geothermal sources of power have increased so will sales. Kenya's strong economic growth means continuous need for additional electricity. I believe the 1H 2010-11 results will be very good.
Price on 3 Jan 2011 =
Target = 28/-

Unga - [Coz someone asked] This is a 3-year play for me from mid-2010 not a 2011 performer. There is plenty of maize during 1Q 2011. Wheat is always imported so does not concern me as all millers are affected. If I owned 50% of Unga, I would sell the brand names, scrap/sell the machinery then use the cash to develop the land in Industrial Area.
Price on 3 Jan 2011 =
Mid-2013 Target = 20/- [+ dividends]

[More details later to be added]

Agreeing with VVS, some agric & industrial are the way to go esp in the long-term.

I like, i like, i like this. pls make it easier for us by listing your average purchase price for the different securities

KK 65%,DTBK 12%,KCB 10%,WTK 8%,loose change in KQ and HFCK.

True financials are riding high but remember that after guys have made money they'll want to spend it probably by upgrading themselves by buying better cars for the ones who have and for the one who dont new ones from CMC or C&G which they'll fuel at kk, light their rural homes built with ARM's cement via kplc, fly to the coast or majuu for holidays on a kq flight, while over there enjoy a cold tusker, a cup of tea or coffee while staying at Serena....

Cheers. This is a bold step and helps add perspective in the forum.
What is your objectives for the year or is it more long term?
Are you trading or simply investing?
Finally this stock pick looks very similar to what I thought you hold. Are you just stocking up on the same companies you hold or entering others afresh!
Good luck!

@Youcan'tstopusnow, CMC-DTB, EABL-SCBK.

@VVS I like your predictions... I can already see WTK soaring...

I'm counting on DTK for a good first quarter

Unga - This is a 3-year stock. I do not see much movement nor do I care until I want/need to sell. Unleveraged.

My goals are modest for my unleveraged portfolio at 15% p.a. = 50% over 3 years.

For my leveraged portfolio (50:50 borrowing) I need a higher return of 30% to cover interest, additional risk & 15%.

I have NOT sold any KK, KQ or WTK in 2010 [I added to my portfolio]

KPLC - I sold (coz I has no choice) some of my shares to fund my 'additional' shares + Rights. Overall, I will end up with more KPLC in 2011 than I had in 2010.

Since 3 Jan 2010, I have added WTK & KK to my portfolio. Happily!

Just saw it... So I am already in the black even with all my commissions paid for! A pity coz I wanted to buy more!

BTW, Kapchorua is also up on 100 shares but no sellers!