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2018 Best Stock To Own......What's Your Prediction?
Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Safaricom may clock 35 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Uchumi supermarket Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Ericsson wrote:Uchumi supermarket I would rather start my own kiosk/ duka. Will perform better. Life is short. Live passionately.
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Rank: New-farer Joined: 3/3/2010 Posts: 79
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1) Home Afrika - Probably will deliver the most gains in 2018 of all NSE @1.35 2) Safaricom - Seems like they're venturing into cable TV, that'll be Yuge! @26 3) Kenya Power/Umeme - You can never go wrong with utility companies @9.15/12.45 4) Sanlam - The rising "middle class" is buying more insurance, plus a good management team. @27.75 Knowledge is contagious...Infect truth!
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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My dividend portfolio will remain Starnchart ,BAT and WTK ...for capital gains KCB ,DTBK and Centum .
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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Ericsson wrote:Uchumi supermarket This one depends on how well they stock and market. A small gain in market share will trigger a jump in price
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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KQ to rise upto 30% for full year 2018
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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Afroblk wrote:1) Home Afrika - Probably will deliver the most gains in 2018 of all NSE @1.35
2) Safaricom - Seems like they're venturing into cable TV, that'll be Yuge! @26
3) Kenya Power/Umeme - You can never go wrong with utility companies @9.15/12.45
4) Sanlam - The rising "middle class" is buying more insurance, plus a good management team. @27.75 All the rest OK apart from HAFR which is likely to delist
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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watesh wrote:Ericsson wrote:Uchumi supermarket This one depends on how well they stock and market. A small gain in market share will trigger a jump in price Naivas making major moves in the CBD.. Uchumi likely to struggle
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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obiero wrote:watesh wrote:Ericsson wrote:Uchumi supermarket This one depends on how well they stock and market. A small gain in market share will trigger a jump in price Naivas making major moves in the CBD.. Uchumi likely to struggle Uchumi can take advantage of the nakumatt gap but must act fast "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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mlennyma wrote:obiero wrote:watesh wrote:Ericsson wrote:Uchumi supermarket This one depends on how well they stock and market. A small gain in market share will trigger a jump in price Naivas making major moves in the CBD.. Uchumi likely to struggle Uchumi can take advantage of the nakumatt gap but must act fast They may have the will but lack funding
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 2/28/2014 Posts: 188 Location: Nairobi
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cnn wrote:My dividend portfolio will remain Starnchart ,BAT and WTK ...for capital gains KCB ,DTBK and Centum . What's up with WTK...seen a lot of supply coming up of late...Is there something spooking guys....but I remain a net buyer nevertheless at those prices (150-160) Offering my personal finance knowledge for free
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Safaricom,KCB and Kenya Re Stocks to watch in 2018 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 11/13/2015 Posts: 1,590
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wukan wrote:Ericsson wrote:Oil prices are rising;now at close to $70 a barrel.interest rates globally are going up.
Next year may not be a good year for stocks. Contrarian thinking If oil price rise then that makes turkana oil more viable so more dollars into KE for oil infrastructure more expatriate spending. Rising oil price also means weaker dollar(inverse relation) so its 'risk on' for frontier markets so more foreign investors into KE stocks. Interest rates won't go up so much coz Trump wants a weaker dollar to MAGA. The mid-term elections past Nov is what changes the scenario. The key risk for KE stocks is another drought which is more likely as 2nd La nina is brewing. Weaker consumer purchasing power means soft company earnings, profit warnings, weak credit demand which means the calf won't mature into a bull. 2018 preserve cash and buy the dips. Best stocks to own KCB, Total, Jubilee. Speculating on cryptos is much more rewarding  "The kenya exploration and appraisal campaign in kenya confirmed the presence of substantial oil resources in the south lokichar basin...East Africa on the verge of becoming a major oil exporting region" Tullow Oil Phased development starts in 2019 and First oil in 2021/2022
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Rank: New-farer Joined: 5/21/2013 Posts: 72 Location: KENYA
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UpcomingPaperChaser wrote:KQ: By 2020, KQ will be very well back on its knees Lol, did Obiero open a new account to keep company in his KQ supporters' corner?  “The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
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Rank: New-farer Joined: 5/21/2013 Posts: 72 Location: KENYA
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wukan wrote:wukan wrote:Ericsson wrote:Oil prices are rising;now at close to $70 a barrel.interest rates globally are going up.
Next year may not be a good year for stocks. Contrarian thinking If oil price rise then that makes turkana oil more viable so more dollars into KE for oil infrastructure more expatriate spending. Rising oil price also means weaker dollar(inverse relation) so its 'risk on' for frontier markets so more foreign investors into KE stocks. Interest rates won't go up so much coz Trump wants a weaker dollar to MAGA. The mid-term elections past Nov is what changes the scenario. The key risk for KE stocks is another drought which is more likely as 2nd La nina is brewing. Weaker consumer purchasing power means soft company earnings, profit warnings, weak credit demand which means the calf won't mature into a bull. 2018 preserve cash and buy the dips. Best stocks to own KCB, Total, Jubilee. Speculating on cryptos is much more rewarding "The kenya exploration and appraisal campaign in kenya confirmed the presence of substantial oil resources in the south lokichar basin...East Africa on the verge of becoming a major oil exporting region" Tullow Oil Phased development starts in 2019 and First oil in 2021/2022 Quote:Africa Oil Corp. is pleased to provide the following update on activities in the South Lokichar basin (Blocks 10BB and 13T in Kenya).
The initial stage is planned to include 210 wells through 18 well pads at Ngamia and 70 wells through seven well pads at Amosing, with a planned plateau rate of 60,000 to 80,000 bopd. Additional stages of development are expected to increase plateau production to 100,000 bopd or greater.
It is anticipated that Front End Engineering and Design (FEED) for the initial stage will commence in 2018, with FID targeted for 2019 and first oil in 2021/22. Africa Oil Kenya Operations Update“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
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Rank: Elder Joined: 1/8/2018 Posts: 2,211 Location: DC (Dustbowl County)
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You are asking the wrong question brother.
You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.
If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.
Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.
EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.
The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;
- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.
I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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MugundaMan wrote:You are asking the wrong question brother.
You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.
If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.
Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.
EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.
The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;
- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.
I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.
We finally agree on centum. Its worth 80/- definitely
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ericsson wrote:Safaricom,KCB and Kenya Re
Stocks to watch in 2018 This Kenya Re, we have been watching it for the last 3 years @20bob In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Horton wrote:MugundaMan wrote:You are asking the wrong question brother.
You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.
If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.
Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.
EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.
The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;
- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.
I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.
We finally agree on centum. Its worth 80/- definitely How is Centum when CK is not active ? better or worse off?
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2018 Best Stock To Own......What's Your Prediction?
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