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New to the Family.
ayushnehra
#21 Posted : Wednesday, January 14, 2015 12:05:37 AM
Rank: Member


Joined: 1/4/2015
Posts: 153
guru267 wrote:
ayushnehra wrote:
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700

Capital - 50K

What next..?


My advice to you is to pick a few sectors from the NSE that are likely to grow exponentially and then choose the best stock from each of those sectors!

For the next 3 years I am feeling:

1. Energy - KPLC @16 max
2. Insurance - Kenya re @ 18 max
3. Construction - EA Cables @ 16 max
4. Manufacturing - BOC @ 140 max
5. Agriculture - Williamson @ 250 max (although this boat seems to have left the dock)

I also believe some banks will do well for guys over 3-5 years but ill let others advise on the best plays in that sector


Asante sana Guru..you are one of the few here who actually have helped me with what i asked from post number 1..!

I agree with all the above quoted waiting for my next wage end of the month I hope not too late to make some trades as suggested.

One question though Williamson's best possible dividend is 7 ksh while kapchorua at half the price offers 6.25-6.5.

Alsow aware that williamson is at least one third owner of kapchorua..why do suggest williamson over kap?
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
jwatesh
#22 Posted : Wednesday, January 14, 2015 8:52:44 AM
Rank: Member


Joined: 8/19/2014
Posts: 125
My own opinion, these are what I call my big 5 (am not a trader, i just buy long term. Plus i disregard insurance stocks since banks can offer the same service to the big boys in the industry)
1. KCB - giant corporate and retail banking in Kenya. Growth in customer deposits is highest in the industry hence higher ability to lend more and make more money. Expansion into outside Kenya hence access to more economies and a larger population in general. This means more business. Their insurance business is growing extremely well.

2. Equity Bank - biggest retail bank in Kenya and the most innovative when it comes to technology and customer focused products. Very good growth in Tanzania and the rest of East Africa. Has plans to venture into 5 more countries in Africa with Nigeria on the list if all goes well. Banking penetration in Africa is still low 25% I think as compared to what we have in developed countries over 80% of adults. This is due to little formal employment that pays through cheques. So lots of room for growth.

3. Kenya Power - it is the only supplier of electricity in Kenya. We consume just 2000Mw while the likes of South Africa have demands of 40,000Mw. If we develop to that extent I think we should hit even 15,000Mw of power demand. That is 7 times the revenue. Currently a cheap share due to lack of high dividends but it will change eventually I believe since they are now doing so much improvements.

4. Safaricom - The telecommunication giant in Kenya. Very innovative and launches new products very early. Smartphone increase revenue per user by as much as 4 times. Currently we have 3.5 million in the network. There is the untapped home internet market plus tv subscription which they may venture into. 4G will bring faster internet and may lead to more consumption since we get things much faster. Mpesa growing trendously and the remittance market from abroad is a new growth sector in mpesa. Having the ability to send money into and out of Kenya would really bring lots of convenience.

5. Centum - has tapped into so many sectors with the latest being energy production. They have a large portfolio of real estate in and out of Kenya. They have a foot into banking through K-Rep bank and growth possibilities is endless. They also have a hold in the bottling business
Thitifini
#23 Posted : Thursday, January 15, 2015 6:37:16 PM
Rank: Member


Joined: 1/15/2015
Posts: 681
Location: Kenya
Learning, atleast I was not left out on Mumias. Thanks to wazuans...smile

60% Learning, 30% synthesizing, 10% Debating
ayushnehra
#24 Posted : Thursday, February 05, 2015 12:18:54 AM
Rank: Member


Joined: 1/4/2015
Posts: 153
Thitifini wrote:
Learning, atleast I was not left out on Mumias. Thanks to wazuans...smile


I bet it's been a hell of a ride for the many who played hio mchezo ya sukari :D
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
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