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Sleeping Giants in the Markets
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eddlove
#1 Posted : Thursday, September 11, 2014 5:23:24 PM
Rank: Hello


Joined: 9/11/2014
Posts: 2
Hi good People,

Which stocks would you consider as sleeping giants?
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dunkang
#2 Posted : Thursday, September 11, 2014 5:58:46 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
eddlove wrote:
Hi good People,

Which stocks would you consider as sleeping giants?


I consider myself a good person. "Sleeping giants" is a very broad term, however, i would say;

K.P.L.C
Receive with simplicity everything that happens to you.” ― Rashi

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madebe
#3 Posted : Friday, September 12, 2014 10:26:39 PM
Rank: Member


Joined: 10/7/2010
Posts: 251
Location: nairobi
uchumi and kenol kobil
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Euge
#4 Posted : Friday, September 12, 2014 11:00:31 PM
Rank: Elder


Joined: 8/4/2008
Posts: 2,849
Location: Rupi
Kengen
Lord, thank you!
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target1360
#5 Posted : Saturday, September 13, 2014 12:19:31 AM
Rank: Member


Joined: 5/14/2014
Posts: 288
Location: nairobi
cfci,total
I find satisfaction in owning great business,not trading them
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Tall Order
#6 Posted : Saturday, September 13, 2014 5:24:28 AM
Rank: Member


Joined: 5/9/2014
Posts: 130
Location: Nairobi
Kenya Re
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Pesa Nane
#7 Posted : Monday, September 15, 2014 11:36:32 AM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
Jury is out. Kenya-Re
Low P/E - Good
Low P/B - Good
High Yield - Good
Guaranteed premiums from all insurance Co. - Gooder smile

Pesa Nane plans to be shilingi when he grows up.
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mozenrat
#8 Posted : Monday, September 15, 2014 12:18:05 PM
Rank: Veteran


Joined: 5/18/2008
Posts: 796
As much as the info below is true... I sometimes wonder whether this stock will ever wake up as long as the govt has its claws in it. Also note that guaranteed premiums usually also means guaranteed claims. Otherwise I wish someone would wake her up.

Pesa Nane wrote:
Jury is out. Kenya-Re
Low P/E - Good
Low P/B - Good
High Yield - Good
Guaranteed premiums from all insurance Co. - Gooder smile


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wanyina
#9 Posted : Monday, September 15, 2014 1:04:12 PM
Rank: Member


Joined: 4/1/2008
Posts: 141
Britam,safaricom Equity ,KCB
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jwatesh
#10 Posted : Monday, September 15, 2014 1:19:08 PM
Rank: Member


Joined: 8/19/2014
Posts: 125
KCB... they should look for more cheap deposits plus more loans since they have only lent out 68% of deposits as compared to Equity 89%, yet they grow deposits twice as fast
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VituVingiSana
#11 Posted : Monday, September 15, 2014 1:54:37 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,121
Location: Nairobi
mozenrat wrote:
As much as the info below is true... I sometimes wonder whether this stock will ever wake up as long as the govt has its claws in it. Also note that guaranteed premiums usually also means guaranteed claims. Otherwise I wish someone would wake her up.

Pesa Nane wrote:
Jury is out. Kenya-Re
Low P/E - Good
Low P/B - Good
High Yield - Good
Guaranteed premiums from all insurance Co. - Gooder smile



1) GoK has a way of replacing performers [CEO, etc] with partisan and corrupt non-performers.
2) The forced 'reinsurance' business (18%) from Kenyan firms may end soon. When does the provision expire? Will Kenyan Insurance firms start gravitating to others eg. Gen Re of SA or Continental, etc of Nigeria oe even Zep Re?
3) Low ROE vs Britam or Jubilee.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kyt
#12 Posted : Monday, September 15, 2014 2:23:07 PM
Rank: Elder


Joined: 11/7/2007
Posts: 2,182
mozenrat wrote:
As much as the info below is true... I sometimes wonder whether this stock will ever wake up as long as the govt has its claws in it. Also note that guaranteed premiums usually also means guaranteed claims. Otherwise I wish someone would wake her up.

Pesa Nane wrote:
Jury is out. Kenya-Re
Low P/E - Good
Low P/B - Good
High Yield - Good
Guaranteed premiums from all insurance Co. - Gooder smile



hii P/E ya britam iko over the roof, was I fuelling its upward trend?
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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