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Long Term Buys starting 2014
nashx
#21 Posted : Friday, May 16, 2014 12:24:29 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
guru267 wrote:
nashx wrote:


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)



I think every single EPS number here is wrong!
Where do you get your info??


Hehe EPS is the 2nd no. its not bold or underlined....I get my info from rich.co.ke
Offering my personal finance knowledge for free
Sufficiently Philanga....thropic
#22 Posted : Friday, May 16, 2014 12:46:42 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,221
Location: Sundowner,Amboseli
Aguytrying wrote:
I think its unwise to invest in gava firms long term. the shares look like the have value but gava always comes to spoil the party. unless there's a chance of gava reducing its stake to a non controlling level you are better off putting your cash elsewhere.

The reason the shares are undervalued is because of gava not putting shareholder wishes as a priority.

Kengen. it's several years since IPO, it's trading at below IPO price. has never split. if u went in long term you would be negative all these years later

kplc. rights at 19.50 3 yrs ago. now trading at 14.80. do I need to say more.

kq. and mumias and eapc same story.

take home: don't invest in gava long term. make you money get out and wait for the next depression.

the advantage is that we know there's a time they'll be dirt cheap and there's a time they'll rally. don't be left dancing when the music stops

#Word
@SufficientlyP
Mukiri
#23 Posted : Friday, May 16, 2014 9:15:16 PM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
Sufficiently Philanga....thropic wrote:
Aguytrying wrote:
I think its unwise to invest in gava firms long term. the shares look like the have value but gava always comes to spoil the party. unless there's a chance of gava reducing its stake to a non controlling level you are better off putting your cash elsewhere.

The reason the shares are undervalued is because of gava not putting shareholder wishes as a priority.

Kengen. it's several years since IPO, it's trading at below IPO price. has never split. if u went in long term you would be negative all these years later

kplc. rights at 19.50 3 yrs ago. now trading at 14.80. do I need to say more.

kq. and mumias and eapc same story.

take home: don't invest in gava long term. make you money get out and wait for the next depression.

the advantage is that we know there's a time they'll be dirt cheap and there's a time they'll rally. don't be left dancing when the music stops

#Word

#wisdom

Proverbs 19:21
Ericsson
#24 Posted : Saturday, May 17, 2014 12:00:43 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,779
Location: NAIROBI
The only success has been Kenya Re which is way above it's listing price and the government still holds majority shareholding.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Aguytrying
#25 Posted : Saturday, May 17, 2014 12:39:37 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
one thing that irks me about gava firms is handling of rights issues. there's always a push and pull, rumours. announced like 2 yrs before causing share to suffer in open market. look at uchumi, ken gen. nbk. a real major shareholder would never let his shares lose value like this.

also how gava company react to losses. would a gava run firm for example react the way Kenol Kobil reacted to its major 6.2b loss. a major aggressive restructure. and overhaul of management. an almost immediate move.
A gava firm would be slower to react, leading to a situation like Uchumi, kplc and KCB a few years ago.

speculatively yes you will make a lot of profit if u play it right.

long term... it's just a matter of time before they crash the party.
The investor's chief problem - and even his worst enemy - is likely to be himself
sparkly
#26 Posted : Sunday, May 18, 2014 6:49:58 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.
Life is short. Live passionately.
Kagame
#27 Posted : Sunday, May 18, 2014 3:49:06 PM
Rank: New-farer


Joined: 4/1/2014
Posts: 47
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.

@ sparkly.what are the prospects of kcb in short term .
sparkly
#28 Posted : Monday, May 19, 2014 1:42:02 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Kagame wrote:
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.

@ sparkly.what are the prospects of kcb in short term .


They are unlocking value by increasing their efficiency plus making money in the regional markets. Short term/ medium term and long term are all bright.
Life is short. Live passionately.
nashx
#29 Posted : Monday, May 19, 2014 2:29:36 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
Ericsson wrote:
The only success has been Kenya Re which is way above it's listing price and the government still holds majority shareholding.


Kenya Re is a gem in my opinion and there is still great value in it at current prices
Offering my personal finance knowledge for free
nashx
#30 Posted : Monday, May 19, 2014 2:36:36 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.


Thats true but they are well priced in but in a bear market I would definitely go for the below:
NMG
BAT
CENTUM
SAFCOM
EABL
ARM
BARCLAYS
STANCHART
Offering my personal finance knowledge for free
nashx
#31 Posted : Tuesday, May 20, 2014 12:09:41 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
So it seems so far the below got the participants nod
Kplc
Kengen
Kenya Re

Lets hear some more suggestions
Offering my personal finance knowledge for free
DtheK
#32 Posted : Tuesday, May 20, 2014 1:20:21 PM
Rank: Member


Joined: 2/15/2010
Posts: 152
Location: Kenya
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61
sparkly
#33 Posted : Tuesday, May 20, 2014 1:48:29 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addittion to shares discussed earlier in the thread.
Life is short. Live passionately.
nashx
#34 Posted : Tuesday, May 20, 2014 1:53:13 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause
Offering my personal finance knowledge for free
Mukiri
#35 Posted : Tuesday, May 20, 2014 8:21:40 PM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61

Applause A share I regret panic-selling.

Proverbs 19:21
sparkly
#36 Posted : Wednesday, May 21, 2014 7:35:26 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
nashx wrote:
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause



Better buy now if you trust that the growth will be sustained. When it was at 110 people were waiting for it to go back to 98 so they could buy, When it was at 98 people were waiting for 89.
Life is short. Live passionately.
nashx
#37 Posted : Wednesday, May 21, 2014 11:26:35 AM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
sparkly wrote:
nashx wrote:
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause



Better buy now if you trust that the growth will be sustained. When it was at 110 people were waiting for it to go back to 98 so they could buy, When it was at 98 people were waiting for 89.


I know but lemme analysis the behaviour of the stock before making a move, also I noted SBG securities valued their own company at round that range!!!
Offering my personal finance knowledge for free
Aguytrying
#38 Posted : Wednesday, May 21, 2014 11:29:14 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
sparkly wrote:
nashx wrote:
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause



Better buy now if you trust that the growth will be sustained. When it was at 110 people were waiting for it to go back to 98 so they could buy, When it was at 98 people were waiting for 89.


and if it went to 89 some would declare to wait for 66. it never ends. there's a guy who was bottom fishing HFCK at 14.00 imagine how trivial it looks now.
if you see value create an upper limit of your purchase and stick to it
The investor's chief problem - and even his worst enemy - is likely to be himself
nashx
#39 Posted : Wednesday, May 21, 2014 11:35:33 AM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
Aguytrying wrote:
sparkly wrote:
nashx wrote:
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause



Better buy now if you trust that the growth will be sustained. When it was at 110 people were waiting for it to go back to 98 so they could buy, When it was at 98 people were waiting for 89.


and if it went to 89 some would declare to wait for 66. it never ends. there's a guy who was bottom fishing HFCK at 14.00 imagine how trivial it looks now.
if you see value create an upper limit of your purchase and stick to it


Aguy there is still wisdom in not rushing in for example imagine a person who was convinced that Home africa (although one cannot compare it to CfC) would go beyond 25!!! all I am saying is I agree CfC is a very good company but I need to assess the best entry price given market mood.
Offering my personal finance knowledge for free
Aguytrying
#40 Posted : Wednesday, May 21, 2014 1:11:47 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
nashx wrote:
Aguytrying wrote:
sparkly wrote:
nashx wrote:
sparkly wrote:
DtheK wrote:
Why not add dividend yield to your criteria so that you end up with cheapest stock giving highest divs,that way if there are no price gains you at least have dividends.e.g HF P.E of 5.31,Yield 4.61


I would also add growth in earnings. CFC Stanbic would feature on my list on this metric in addition to shares discussed earlier in the thread.


I will work on it and post it here. @sparkly I agree with you CfC Stanbic is a gem!! How I pray it falls to 117 range so I can add some more...great growth in earnings I dont know how they do itApplause Applause



Better buy now if you trust that the growth will be sustained. When it was at 110 people were waiting for it to go back to 98 so they could buy, When it was at 98 people were waiting for 89.


and if it went to 89 some would declare to wait for 66. it never ends. there's a guy who was bottom fishing HFCK at 14.00 imagine how trivial it looks now.
if you see value create an upper limit of your purchase and stick to it


Aguy there is still wisdom in not rushing in for example imagine a person who was convinced that Home africa (although one cannot compare it to CfC) would go beyond 25!!! all I am saying is I agree CfC is a very good company but I need to assess the best entry price given market mood.


home Africa nav is less than a shilling that's the most id pay for it. that's what I said when it was 25.00. you have to be able to value a stock otherwise you will pay a high price.
The investor's chief problem - and even his worst enemy - is likely to be himself
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