Kenoil. Portland has a history of loss making in the profitable cement sector. Management lethargy i think. Kenoil had a bad spell but is back in the black. Kenoil continues to grow in the region and with the exit of multi-nationals who knows...

Both good choices....In the past, didnt like EAPCC, but i understand, they are switching to coal from fossil fuel for their kilns and manufacturing processes and that should save them approx Kshs. 1B per year. The problems with both companies are similar ie High competition.

KK also has very depressed NM, which is typical of oil marketers however, this should double due to lower finance costs & prudent management. Also I expect them to announce the KPC award any time now...which will quintuple(5 times) its earnings.....or spread across a few years and have a doubling effect on the EPS YoY.

@KenyaMoja - Good thinking with the 'longer-term' thinking instead of the typical short-term nonsense most Kenyans have...

KK looks good... great management... lakini biwott family is major owner... another moi era crook

your name is also a loooooong one lol, but anyway the caltex acq was made through financing by the parent company Total Outmere, which was issued with preference shares. How much of the benefits accruing to the ordinary shareholders, you can only tell after factoring the pref div. My guess is that the deal was skewed to favour the pref shareholder/ parent company over the other ordinary shareholders.

uchumi had negative shareholder equity due to years of accumulated losses.... KK has a NAV of 79.5 which is basically current price so ur getting a p:b of 1...so no comparison there

EAPC seems to have gone out of control yesterday, more of the same today?

Dude/duddete...
what system of analysis are you using to determine what you have? delink thinking from company and stick to that system..

e.g low p/e (or preferably low psr), ROE atleast 15 % per year..(don't consider asset base since both have very different asset requirements) debt-equity ratio, cash...

you have a seven year window..Yes but analyse again once a year..to make sure that your invested principle is doing as expected.. this means bearing all factors there are going to be some years EAPC is the better share to have...and some years Kenol is the better pick..change your portfolio accordingly...ignore company..stick to your investment strategy..eg i buy only those counters with an average ROE>17% over last 3 years, PSR<1.2..etc etc..and reevaluate portfolio in last week of march..if what i have is out of sync..i look for way out of it...if i find a new counter i missed last year..i buy...my buying is spread..on average over 6 weeks...my selling is on block..

our market is jus too small.