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Stocks for 2014
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S.Mutaga III
#11 Posted : Friday, November 15, 2013 5:26:04 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
S.Mutaga III wrote:
S.Mutaga III wrote:
My best bet for a one-year investment horizon is Pan Africa Insurance. The company made Ksh 800million in hy13 which was almost the same as fy12.Last year it gave a dividend of Ksh 3 per share, with such stellar half year results, I anticipate at least Ksh 5 per share in dividends for fy13. It is a guarantee already that this years results will exceed those of last year, the mystery is by how much. No other clear opportunities for now. My target is Ksh 150 by dec next year

It was trading at around 62..now at around 69...11% gain in two weeks. Watch this space

I posted this yesterday...today at 75.5...one hell of a rally in two weeks...haha
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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murchr
#12 Posted : Friday, November 15, 2013 6:22:28 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
jerry wrote:
young wrote:

Follow the 3 stars :-
Panafric
HFCK
Safcom

I'm in 2nd listed! Carbacid is a good bet especially after improved liquidity upon 5:1 split expected tomorrow.


Did it split? Whats the price after split? Am I being very greedy...I have close to 6 counters and I want more Sad
"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
.
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young
#13 Posted : Friday, November 15, 2013 6:26:02 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,075
Location: Lagos, Nigeria
Aguytrying wrote:
jerry wrote:
young wrote:

Follow the 3 stars :-
Panafric
HFCK
Safcom

I'm in 2nd listed! Carbacid is a good bet especially after improved liquidity upon 5:1 split expected tomorrow.


im in no. 1 and 2. listed.

@mzee young. Wouldn't it be fair to say safaricom is over priced now and will be fairly priced in the next 3 years at the current price. But i see the allure of it being a superbrand like EABL.

For 2014, go for whats not popular now. Ie TPSE and KK. Well run companies going for a discount


My dear @agutrying, it all depends on your investment objective. I am very positive on Safaricom for long term.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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jerry
#14 Posted : Friday, November 15, 2013 7:14:33 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
murchr wrote:
jerry wrote:
young wrote:

Follow the 3 stars :-
Panafric
HFCK
Safcom

I'm in 2nd listed! Carbacid is a good bet especially after improved liquidity upon 5:1 split expected tomorrow.


Did it split? Whats the price after split? Am I being very greedy...I have close to 6 counters and I want more Sad


"Carbacid Investments Ltd announced a share split of 1:5 on 23-Oct-2013. Record date 15-Nov-2013. Subject to approval - [23 Oct 2013]"
Any info on this?
The opposite of courage is not cowardice, it's conformity.
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guru267
#15 Posted : Friday, November 15, 2013 10:49:47 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob

2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob

3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor!
Mark 12:29
Deuteronomy 4:16
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obiero
#16 Posted : Sunday, November 17, 2013 11:42:55 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,241
Location: nairobi
coop, kq, nbk, scom
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obiero
#17 Posted : Sunday, November 17, 2013 11:47:33 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,241
Location: nairobi
guru267 wrote:
1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob

2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob

3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor!

UNGA?
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the deal
#18 Posted : Sunday, November 17, 2013 12:20:36 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
obiero wrote:
coop, kq, nbk, scom

Atleast give some reasons..I will give you a few reasons why 2014 could be very bad for some of the stocks you have listed above

1. NBK-the bank is planning a huge rights issue next year....most likely a 2 or 3 shares for every 1 held at Ksh15-17 sought of thing...dont be fooled by those Q3 2013 earnings...look at Q3 2012 and you will see why...offcourse FY2013 will be +ve but didnt they issue a profit warning last year...

2. KQ-look at the debt on KQ's book & look at how much they still need to borrow to fund project mawingu vis a vis an industry affected by many exogenous factors...the price of Brent has rallied over last 4 days just because Ms Yellen was speaking...so a recovery can fizzle out in the 2nd half....I think the stock is fully valued at Ksh13-14. I'm expecting another huge rights issue by 2015.

Now figure out the rest...

On Coop...Coop South Sudan is new...I think theyre going to burn some cash in 2014 before breaking even in 2015...but they could suprise by breaking even early like CFC Stanbic Juba-9 month.
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the deal
#19 Posted : Sunday, November 17, 2013 12:38:52 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
1. Kenya Power-Tariff Hike...plus plenty of electricity to sell coming up.

2. CFC Stanbic-Undervalued.

3. Liberty-Undervalued

4. Lots of rights issues next year...I will be following the rights.
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obiero
#20 Posted : Sunday, November 17, 2013 1:27:16 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,241
Location: nairobi
coop with 20 new branches to total 143 this year follows only kcb in branch reach.. devolution to counties is therefore coop banks friend
kq with its mawingu project fairly on course has shown efficient utilisation of rights money, KLM & I are around and shall suck up more shares if another rights is announced. furthermore, mgt has itself assured/forecasted a bumper 2014
nbk has govt finally interested in its operations and is takin up significant portion of major county deals. its also on an expansion drive that is backed by big bucks with shareholders such as GoK and NSSF
scom needs no commentary
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