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Stocks picks for 2015
Kalameni
#11 Posted : Friday, December 19, 2014 7:54:39 PM
Rank: New-farer

Joined: 9/20/2010
Posts: 80
kplc,kenolkobil.Two stocks not overpriced.
mibbz
#12 Posted : Saturday, December 20, 2014 2:24:31 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
Centum- Interesting projects in the pipeline and shall be riding it the next couple of years. It would also be interesting to see other than Rea Vipingo & Lamu coal power deal,whether they shall be venturing into another mammoth project.Perhaps cement with Dangote?

Kenol Kobil-Other than obvious return to profitability;keen on experiencing impact of lower international crude vs not so low pump prices.Perhaps some (speculative) collusion between industry and regulator to keep prices artificially high to improve revenues of some of the marketers.Importantly will they finally be awarded the over 4 Bil Grand Mullah awarded them in the case vs Kenya Refinery.

Other specultive trades for a modest 30% gain include Uchumi post rights (i still think its a possible M&A candidate circa 2016);

Portland-What happened to the Dangote take over story?

Transcentury-If they win the Mui coal basin energy deal,potential for some upside and re-energising of the company shall be in the offing
kiterunner
#13 Posted : Wednesday, December 31, 2014 1:18:55 AM
Rank: Member

Joined: 7/9/2011
Posts: 730
Location: Nairobi
S mutaga which 4 companies fit your 2014 strategy
our goals are best achieved indirectly
mlennyma
#14 Posted : Wednesday, December 31, 2014 8:45:13 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Carbacid buy 20.50 sell above 30 before or around march when they announce an interim div.
"Don't let the fear of losing be greater than the excitement of winning."
S.Mutaga III
#15 Posted : Wednesday, December 31, 2014 9:41:50 AM
Rank: Member

Joined: 3/26/2012
Posts: 830
Unless there is a bear market and some stocks take a serious beating, only then will I buy them at a discounted price. I think investing now is a case of choosing a lesser evil. Too few opportunities in 2015 and hence I am not ready to play that game.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
wanyina
#16 Posted : Wednesday, December 31, 2014 2:34:58 PM
Rank: Member

Joined: 4/1/2008
Posts: 141
ICDC gonna be riding high in a couple of years time to invest is now not later
jwatesh
#17 Posted : Wednesday, December 31, 2014 9:09:11 PM
Rank: Member

Joined: 8/19/2014
Posts: 125
Equity Bank (subsidiary growth outside Kenya, expansion to other countries about to happen), Safaricom (data business about to take off and introduction of home internet which is very lucrative, Lipa na Mpesa a new revenue stream in mpesa), Kenya Power (street lighting revenues about to go up, 1 million new customers, newer infrastructure will reduces losses of electricity, cheaper power will lead to customers consuming more units so make more profits per unit), KCB (City Council accounts, more business customer accounts all these lead to more deposits which can be lent out, growth in mortgage business which might overshadow housing finance, sudan settling down), Centum (just so many different young project growing very fast, vast amount of real estate and lots of funding at their disposal)
georgegop
#18 Posted : Friday, January 02, 2015 7:54:53 AM
Rank: Member

Joined: 8/30/2010
Posts: 183
Location: Migingo
Four must-have stocks in 2015 as economy looks up
Don't Work for Money, Let Money Work for You..
sparkly
#19 Posted : Friday, January 02, 2015 8:25:40 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi


georgegop=George Bodo
Life is short. Live passionately.
mkonomtupu
#20 Posted : Friday, January 02, 2015 8:40:49 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
2015 is a wild trading year-risk management is to buy into well capitalized companies or heavily discounted counters

Banks- Nic and hfck rights

uchumi

Speculative-kengen rights, kenya power, tps serena, total, bamburi
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