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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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The bear has presented some very good discounts... In the Wazua spirit I wanted to conduct a poll on what stocks one would hold for the best returns in the next 5 years. My suggestion and average buying price (ABP) thus far: KenRe: ABP 17.15 Kengen: ABP 6.49 Longhorn: ABP 4.38 Barclays: ABP 10.96 KPLC: ABP 11.49 Williamson: ABP 173 Others I'm considering Centum@38-40 Keno@ 9-10 And yes I admit my portfolio has a lot of govt exposure but I believe at current prices the risk make sense compared to the potential return Offering my personal finance knowledge for free
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Rank: Member Joined: 10/26/2015 Posts: 151
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nashx wrote:The bear has presented some very good discounts... In the Wazua spirit I wanted to conduct a poll on what stocks one would hold for the best returns in the next 5 years.
My suggestion and average buying price (ABP) thus far:
KenRe: ABP 17.15
Kengen: ABP 6.49
Longhorn: ABP 4.38
Barclays: ABP 10.96
KPLC: ABP 11.49
Williamson: ABP 173
Others I'm considering Centum@38-40 Keno@ 9-10
And yes I admit my portfolio has a lot of govt exposure but I believe at current prices the risk make sense compared to the potential return Nice portfolio. I'd pick prolly one govt dominated stock. I differ on Barclays though. NIC or DTB would be better
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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I agree on NIC (good future) & DTB (quality management & loan book) ...I chose Barclays coz of the dividend yield. At current prices, if I was to advice you between NIC & DTB, NIC seems to have better entry price Offering my personal finance knowledge for free
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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I only agree with you on kengen and kenya Re. Longhorn: not a robust biz.Sell bks once a year.Low dividend payout. Kplc: low dvd with govt bureacracy. Barclays: uncertain future. williamson: high PE Centum:no dvd kenol: low dvd payout. My pick Equity,safaricom,kengen,kcb Towards the goal of financial freedom
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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Ebenyo wrote:I only agree with you on kengen and kenya Re.
Longhorn: not a robust biz.Sell bks once a year.Low dividend payout.
Kplc: low dvd with govt bureacracy.
Barclays: uncertain future.
williamson: high PE
Centum:no dvd
kenol: low dvd payout.
My pick
Equity,safaricom,kengen,kcb Thanks for your contribution...although you should know Williamson has a very low forward PE and one of the highest dividend yields on the NSE.It's only downside is the seasonal nature of its business Saf bought it at IPO price...never sold..though planning on exiting at 18 in near future Offering my personal finance knowledge for free
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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My NSE is: Kengen: ABP 6.05 Kenya re: ABP 17.96 HFC: ABP 19.73 I am now looking for Centum entry point. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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guru267 wrote:My NSE is:
Kengen: ABP 6.05
Kenya re: ABP 17.96
HFC: ABP 19.73
I am now looking for Centum entry point. Guru why Centum? "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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I am watching Barclays to see who buys the PLC stake. If its an aggressive institutional investor or private equity jump in very fast like a fish is to water Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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Ericsson wrote:I am watching Barclays to see who buys the PLC stake.
If its an aggressive institutional investor or private equity jump in very fast like a fish is to water rumours have it that it will be bought by ABSA Towards the goal of financial freedom
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Rank: Elder Joined: 12/25/2014 Posts: 2,301 Location: kenya
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Ebenyo wrote:Ericsson wrote:I am watching Barclays to see who buys the PLC stake.
If its an aggressive institutional investor or private equity jump in very fast like a fish is to water rumours have it that it will be bought by ABSA Happy to say that opus dei mentioned that cbk ain't no flower girls .cbk should be involved though I wish kenyans would be given a chance first before big investors .
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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@Ebenyo Barclays PLC owns 62.3% of ABSA so how will ABSA buy itself Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 3/26/2012 Posts: 830
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I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached Offering my personal finance knowledge for free
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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nashx wrote:S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached i would love to enter kenyaRe at 17.00. Towards the goal of financial freedom
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Rank: User Joined: 1/20/2014 Posts: 3,528
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Kenya Re, I&M, Bamburi & Safaricom. Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Elder Joined: 12/4/2009 Posts: 10,778 Location: NAIROBI
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Kenya Re is a resilient stock even in times of bear runs. Same to Safaricom nwdays Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,224 Location: Nairobi
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Ebenyo wrote:nashx wrote:S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached i would love to enter kenyaRe at 17.00. I wait until they are at least 18. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ebenyo wrote:nashx wrote:S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached i would love to enter kenyaRe at 17.00. What's the magic with 17? They were sub 10 just the other day. Life is short. Live passionately.
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Rank: Member Joined: 3/26/2012 Posts: 830
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sparkly wrote:Ebenyo wrote:nashx wrote:S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached i would love to enter kenyaRe at 17.00. What's the magic with 17? They were sub 10 just the other day. I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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S.Mutaga III wrote:sparkly wrote:Ebenyo wrote:nashx wrote:S.Mutaga III wrote:I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong. Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached i would love to enter kenyaRe at 17.00. What's the magic with 17? They were sub 10 just the other day. I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks. There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents The investor's chief problem - and even his worst enemy - is likely to be himself
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