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2018 Best Stock To Own......What's Your Prediction?
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Ericsson wrote:Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative) Time frame for each? [Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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VituVingiSana wrote:Ericsson wrote:Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative) Time frame for each? [Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2] Though if you factor in the bonus Kenya Re gave in 2012 the appreciation is more than 100% Timeframe is since their IPO 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:VituVingiSana wrote:Ericsson wrote:Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative) Time frame for each? [Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2] Though if you factor in the bonus Kenya Re gave in 2012 the appreciation is more than 100% Timeframe is since their IPO Share price underperforms company fundamentals Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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https://i.imgur.com/DNoDirA.jpg
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:https://i.imgur.com/DNoDirA.jpg You met him when gossiping about Q1 numbers? "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:https://i.imgur.com/DNoDirA.jpg You met him when gossiping about Q1 numbers? We don't gossip. Simply share
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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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 key risk for 2018 did not materialize instead too much rain. My stock picks for 2018 KCB, Total and Jubilee have been resilient. Total has reached maturity in price with oil prices going higher the margins are thinning out. Exchange Total for Stanlib Fahari I-reit. Next risk to watch out for is US mid-term elections
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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obiero wrote:Fyatu wrote:obiero wrote:Fyatu wrote:Whatever happened to the wazua spirit It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda I have also noticed that most brokers are clueless and cannot give sound advice and the big boys and girls at NSE(Majority shareholders) are keen to shaft the brave wanjiku thoroughly. I have noticed that golden handcuffs and lack of dividends in some firms last for more than 3 years suggesting price manipulation to shake out the inpatient and weak wanjiku(case in point centum @9-11 bob and zero dividends for almost 5 years). This NSE just as KNH is not for the faint hearted. You gotta behave like the big boys/girls to make money here. 100% true.. In my prayers are the shareholders of HF, UNGA & KQ.. Investors who have been misled by company pronouncements, while CMA sits still
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: New-farer Joined: 7/16/2018 Posts: 23
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So ideally if you had some $10000 what shares would you invest in and what would you purge out
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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Bishofu wrote:So ideally if you had some $10000 what shares would you invest in and what would you purge out KQ and KQ alone.. Watch this space
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: New-farer Joined: 7/16/2018 Posts: 23
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Short term , long term or just a future term
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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Bishofu wrote:Short term , long term or just a future term 2 year horizon
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: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:Bishofu wrote:Short term , long term or just a future term 2 year horizon After two years of turbulence and negative performance...bora uhai  John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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obiero wrote:obiero wrote:Fyatu wrote:obiero wrote:Fyatu wrote:Whatever happened to the wazua spirit It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda I have also noticed that most brokers are clueless and cannot give sound advice and the big boys and girls at NSE(Majority shareholders) are keen to shaft the brave wanjiku thoroughly. I have noticed that golden handcuffs and lack of dividends in some firms last for more than 3 years suggesting price manipulation to shake out the inpatient and weak wanjiku(case in point centum @9-11 bob and zero dividends for almost 5 years). This NSE just as KNH is not for the faint hearted. You gotta behave like the big boys/girls to make money here. 100% true.. In my prayers are the shareholders of HF, UNGA & KQ.. Investors who have been misled by company pronouncements, while CMA sits still Especially KQueer, the open offer was burried before birth. NAH, liars are worst than murderers. Chasing a 🍬, minorities got to feel the shaftin. Dangerous times. Even if it was to be offered tomorrow, I would never forget the past treatment, experience based learning is the best. ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 7/26/2007 Posts: 6,514
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Best stock for next couple of years is livestock. Business opportunities are like buses,there's always another one coming
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Rank: Veteran Joined: 7/3/2007 Posts: 1,634
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft 7.00 was the VWAP on 21st Sep 2018 Dear @Obiero, please rally your relatives to buy KQLC's stake. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
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VituVingiSana wrote:obiero wrote:Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft 7.00 was the VWAP on 21st Sep 2018 Dear @Obiero, please rally your relatives to buy KQLC's stake. Say no more.. watch and learn 
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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2018 Best Stock To Own......What's Your Prediction?
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