if you hear what the Dj is talking about centum you will be persuaded to buy it.

Centum and Equity are my biggest stocks investment

NEVER base your reason to make an investment on another person......for obvious reasons.

What did the dj say? Missed it

Do your own research, none of this "stock pickers" have a crystal ball to predict future prices.

Sometimes your informed gut feeling is all you need to make the best investment choice.

murchr wrote:
NEVER base your reason to make an investment
on another person......for obvious reasons.


You people are funny! You are given a list to make suggestions and you come in with your blah blah.. ooh don't ... The individual has already researched and narrowed down. He/she wants to see how many wazuans agree/disagree with his findings for him to make a DECISION. Comparing notes with fellows in the field is important. Unless you want mean wazuans can't advice someone not withstanding we ALL know NON can predict future. But even the chartists among others try to predict future happennings. Stop killing the wazua spirit of airing views.

there is no bright mind that doesn't see the unhealth practices in the telecom sector

In a case like yours I tend to look at which company's management has been doing the right thing, is still doing the right thing and whether this is translating into good results and profits.
Don't pay attention to the fears of dominance and fear of super profits slowing down, for a long-termer this should not make you lose sleep. When safaricom was at sub 5bob level people were still fearing about all manner of things.
Safaricom, KCB have been increasing earnings consistently year-on year. This is attributed to increased revenues, organizatonal restructuring to improve efficiencies, cost lowering, adding more revenue streams and embracing ICT in their operations.
KenyaRE has guaranteed revenues but dont expect extraordinary profit growth. Only reason I would buy it is due to its low P/E ratio(less than 4).
A firm that has steady profit growth and trades at that P/E is a definite buy. It has also been increasing its assets steadily and still trades at almost the same levels it did 5years ago. Even if you adjust for splits its obvious that KnRE is a bargain.
KPLC = Government, politics, high capital investments.Their vision is to provide a service(power) to all,at a small profit. Not maximize shareholder value
I personally wouldnt touch Centum after what happened to Uchumi years back where the Centum owners had a big stake. Am not convinced by the champagne and fireworks. The integrity of management is important.
Equity has a plan of replicating its success to more countries. Even if it succeeds it would take time to reflect on its bottom line. also try to assess the impact of the pending rights issue on its price. Buying it will mean being part of their bet to succeed in their expansion.
Expansion is already hurting profitable companies like CFC bank and Crown paints.
I recommend only having one big bank in your portfolio. The second should be a mid-tier bank.
One last thing is try balance your portfolio to have both big cap stocks and small cap stocks. Topic for another long thread.