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Long Term Buys starting 2014
Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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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
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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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
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Rank: Elder Joined: 12/4/2009 Posts: 10,779 Location: NAIROBI
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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
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom. Life is short. Live passionately.
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Rank: New-farer Joined: 4/1/2014 Posts: 47
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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 .
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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.
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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
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Rank: Member Joined: 2/15/2010 Posts: 152 Location: Kenya
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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
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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.
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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 it  Offering my personal finance knowledge for free
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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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 A share I regret panic-selling.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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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 it 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.
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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 it 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
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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 it 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
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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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 it 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
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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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 it 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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