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My top three buys
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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At current prices,factoring company fundamentals - Top 3 growth counters: Safaricom (4.00),Co-op (8.65),NIC (29) Top 3 blue chips: Bamburi (165),BAT (180),NMG (124) Stocks that are down for now but not out (stocks to watch): Kenol,Total,Centum What is your opinion,and reasons? Life is short. Live passionately.
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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top 3 blue chips kcb eabl arm/kplc AFRICAN INVESTOR 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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Rank: Member Joined: 6/9/2009 Posts: 85
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Top 3 blue chips: ARM,KPLC,KQ
Top 3 growth counters: Equity,CO-OP,SCAN
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Rank: Elder Joined: 5/26/2009 Posts: 1,793
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>> maybe trying to explain the logic backing the stock choices might help to discuss them from various perspectives,and hopefully come up with a unanimous selection.. >> eat,drink and find satisfaction in your work...setsaiselccE
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Rank: Veteran Joined: 7/24/2008 Posts: 781
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Been picking up NIC at sub 30.... Its quite undervalued compared to its peers....could there be a substantial reason? The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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Rank: Veteran Joined: 11/21/2006 Posts: 1,590
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Equity - haiya - growth story. A steal at sub-15 Centum- has bagged kindu Ksh200m from one deal alone. Was a steal @ Ksh10.55 when I spotted it. Look at it today. www.mjengakenya.blogspot.comSehemu ndio nyumba
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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@ Young and @Omega,ARM is a good counter. At KES 98 however the counter is oversold. I expect the price to move to the KES 90 region soon. The equity growth momentum seems to have tapered off IMHO. KCB on the other hand is not very efficient in turning the available capital into shareholder wealth. So much investment and so little growth to show for it. @Young,i do agree that EABL is a versatile giant but for the time being NMG seems to hold better growth prospects in the EA region. @Omega,so little is known of SCAN. what do you see on this counter? Life is short. Live passionately.
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Rank: Member Joined: 10/11/2007 Posts: 213
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The death knell for EQ has been sounded too many a time here. Growth is going to be explosive mid to long term
Me first,U next
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Rank: Member Joined: 9/12/2009 Posts: 312
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Looks like i'm the only one who thinks that B.B.K is a good buy at its current price!?
I thought its a steal below 60!?And Cables below 50!? Those are my blue chip .
For speculation puurposes,
Equity works for me,if I get to but it below 14.50 and sell once it hits 18.00.
I'm hoping C.M.C hits 15 in Feb. I have been stock piling.
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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Sparkly. I thot KCB Sudan,Tanzania nd Uganda have broken even,with Sudan having 200m plus profit!
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 6/9/2009 Posts: 85
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@sparkly, about SCAN,the following research report is a good starting point if you've not yet seen it. http://www.dyerandblair....dvertising%20280409.pdf
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Rank: Veteran Joined: 11/21/2006 Posts: 1,590
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Surprised nobody has spotlighted ARM-pick of the listed cement and construction industry suppliers. Has a very nice portfolio of products that complement each other. Has a had a very good bear period (last 12 months compares very well with dividend stocks like EABL,and has even outperformed some of them like StanChart). CMC-what is the margin on these passats? Mukiha? www.mjengakenya.blogspot.comSehemu ndio nyumba
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Rank: Member Joined: 9/12/2009 Posts: 312
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Is there something guys know about equity I don't know today??? Twenty -two million shares traded!. It even ousted safcom from the high seat of being the most heavily traded.
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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That is a huge volume of Equity. I think the big guns are ready to screw mwananchi! It feels lyk that Sameer insider trading of 2006 that saw it rise from sh.10 to 40 in two weeks!
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 9/12/2009 Posts: 312
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Obiero,so would do you think,it time to stock pile,hold and watch or simply walk away with what you have??
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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Probably an announcement on EB around the corner. Any insider to give us some info?! Crocodile tears: If you can't assist me when I'm alive en you attend my funeral. The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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How far will Sasini go? Could it go to 10/= in 2 wks? Crocodile tears: If you can't assist me when I'm alive en you attend my funeral. The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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Timescale?
On any timescale KQ,HFCK and SCOM..will be more than OK for your top three.
Add AccessKenya and Equity Bank at current prices to any top 5...
cheers
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Rank: Elder Joined: 6/23/2009 Posts: 13,520 Location: nairobi
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@ Wondergirl. If u have a hi risk appetite then buy buy buy! It is unlikely that it cn go below 13.
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 9/12/2009 Posts: 312
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Yes,Obiero,i do have an appetite and a big one too!!
And just between you and me,it won't be the first time I did that with Equity. Its one share that is good for speculators.
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