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Centum HY 2016 profit up 55% comprehensive income down 76%
target1360
#201 Posted : Tuesday, July 10, 2018 10:25:09 PM
Rank: Member


Joined: 5/14/2014
Posts: 288
Location: nairobi
VituVingiSana wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
sparkly wrote:
target1360 wrote:
sparkly wrote:
target1360 wrote:
if you dont trust management then dont bother buying a company's stock.


The Centum dilemma... You know the DJ is a jangili ... but you also know that he gets a good return for his shareholders... as long as interests are aligned.


@target1360 what stocks are you invested in?


b.a.t,e.a.b.l, nic,unga,kcb,safcom, and my achilles heel is kenre!
i also hold cfc stanbic since since it is my banker for stocks and transactions/savings


Bear proof portfolio, good one.


It is my first filter for stocks, management. If I don't trust I don't even evalua the stock.

Interesting, the only share I don't want to buy/ have from that list is kenre and maybe Unga( not coz of management issues on Unga)
Why not KenRe [except the 60% GoK ownership] and Unga? I'd like to hear your thoughts.


On Kenre its purely about Gava shareholding.

On Unga, no real reason, there are other manufacturing stocks that i prefer. the likes of ARM, FTGH and crown.

I thought long & hard about KenRe. Yes, like you the GoK shareholding is worrisome. My one exception but if the CEO is fired or leaves [or I hear something isn't kosher] so does @VVS.

Unga - Fair enough.
I am looking at FTGH as well.
ARM, I am waiting until after we know the terms of the 'new' investment.
Crown - I missed the boat but please let me know why you think it is interesting.

TBT
I find satisfaction in owning great business,not trading them
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