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Long Term Buys starting 2014
nashx
#1 Posted : Friday, May 16, 2014 1:28:54 AM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Taking into account the current market prices, I did an analysis of undervalued shares that I want to invest in based on purely PE. See below in order of preference:

No Company PE EPS Price
1 Cargen 3.55 9.45 33.50
2 Kengen 4.60 2.39 11.05
3 KenyaRe 4.65 4.29 19.95
4 EAPC 4.70 19.73 92.60
5 KPLC 6.70 2.20 14.85
6 Longhorn 8.10 1.60 13.00
7 PAFR 9.70 13.05 126.00
8 NIC 9.80 6.12 60.00
9 Uchumi 9.80 1.35 13.20
10 Centum 10.60 3.77 40.00

* PE (Bold) EPS (no formatting) MPS (Underlined)

Kindly let discuss and come up with a Top 5 and I am open to suggestions. Lets unlock value in the NSE.Think
Offering my personal finance knowledge for free
nashx
#2 Posted : Friday, May 16, 2014 1:32:14 AM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
For disclosure purposes: Current Holdings
CfC bought @ 95
KenyaRe @16 (want to add more)
Offering my personal finance knowledge for free
Mukiri
#3 Posted : Friday, May 16, 2014 1:37:36 AM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
KPLC Watch this space

Proverbs 19:21
nashx
#4 Posted : Friday, May 16, 2014 1:44:45 AM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Mukiri wrote:
KPLC Watch this space

Kengen has a higher EPS n lower PE but with the upcoming supersized rights I can see why KPLC is a better pick. Thanks
Offering my personal finance knowledge for free
hisah
#5 Posted : Friday, May 16, 2014 7:08:20 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
KPLC and kengen. I have a liquidity (share volume) bias due to my trader nature, so these two fit my picks from that list. I have loaded kplc from April. I am tempted to get back to kengen which I sold later yr, but the jumbo rights issue puts me off. If the rights issue is done, holding kengen should be a 5yr plus minimum timeframe.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
mwekez@ji
#6 Posted : Friday, May 16, 2014 8:47:14 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Mukiri wrote:
KPLC Watch this space


nashx
#7 Posted : Friday, May 16, 2014 9:17:07 AM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
hisah wrote:
KPLC and kengen. I have a liquidity (share volume) bias due to my trader nature, so these two fit my picks from that list. I have loaded kplc from April. I am tempted to get back to kengen which I sold later yr, but the jumbo rights issue puts me off. If the rights issue is done, holding kengen should be a 5yr plus minimum timeframe.


I agree with you on Kengen, the rights are the issue but it is very tempting at current prices!!

KPLC seems to be stuck at 14.8-14.9... TA can tell us if it this is its final support level before taking off...although I feel 13.5 would be the best entry level for a long termerThink
Offering my personal finance knowledge for free
nashx
#8 Posted : Friday, May 16, 2014 9:19:14 AM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
mwekez@ji wrote:
Mukiri wrote:
KPLC Watch this space




Seems KPLC has a major vote of confidence from the discussion so far
Offering my personal finance knowledge for free
Fyatu
#9 Posted : Friday, May 16, 2014 9:25:57 AM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
where can i find PE and EPS for Transcentury?
Dumb money becomes dumb only when it listens to smart money
mlennyma
#10 Posted : Friday, May 16, 2014 9:27:09 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The kenyan longterm nse investor is hurt every 5yrs by election fears,only for others to buy what he has held for long cheap,i look for the time we will mature politically and eliminate this fears.
"Don't let the fear of losing be greater than the excitement of winning."
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