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These were the Top 5 Buses of the month (June 2010)
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The optimist
#1 Posted : Tuesday, July 06, 2010 9:40:02 AM
Rank: Member


Joined: 6/14/2010
Posts: 521
Location: Nairobi

1. ScanGroup +20.45%
2. Centum Investment Company +18.98%
3. Co-operative Bank of Kenya +18.58%
4. AccessKenya Group +17.82%
5. Williamson Tea Kenya +11.50%

The question is, what was driving them?
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qw25041985
#2 Posted : Tuesday, July 06, 2010 10:10:26 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
@ optimist. Where do u get this figures .? I think in the case of centum and co-op bank its fund managers repositioning themselves for the second half of the year. And i am tipping Centum to be a star performer in the second half of the yr.
Your future depends on your dreams so go to sleep !
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Horton
#3 Posted : Tuesday, July 06, 2010 10:16:37 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
The optimist wrote:

1. ScanGroup +20.45%
2. Centum Investment Company +18.98%
3. Co-operative Bank of Kenya +18.58%
4. AccessKenya Group +17.82%
5. Williamson Tea Kenya +11.50%

The question is, what was driving them?


Scan-merger...way overvalued!!
Centum---bonus, future plans
Co-op --no clue...perhaps the agent banking deal coming up?!
Access---ask me another!
WTK,---great results...dont know how long these results can be replicated for or even whether they are sustainable...they said so themselves in the release....
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qw25041985
#4 Posted : Tuesday, July 06, 2010 10:25:21 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Its so true that the good performance in the agriculturals WILLNOT b replicated. And it still buffles me that ppl like @ vvs , @the deal @guru will still continue to hold agricultural stocks. Lol. .lol
Your future depends on your dreams so go to sleep !
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the deal
#5 Posted : Tuesday, July 06, 2010 11:43:32 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
qw25041985 wrote:
Its so true that the good performance in the agriculturals WILLNOT b replicated. And it still buffles me that ppl like @ vvs , @the deal @guru will still continue to hold agricultural stocks. Lol. .lol

@qw i thought maybe Sasini is Agricultural....or is it industrial...LOL...i own only 100 shares of WTK which to me is a better company than Sasini..
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mo paper
#6 Posted : Tuesday, July 06, 2010 12:00:12 PM
Rank: Member


Joined: 1/14/2009
Posts: 18
qw25041985 wrote:
@ optimist. Where do u get this figures .? I think in the case of centum and co-op bank its fund managers repositioning themselves for the second half of the year. And i am tipping Centum to be a star performer in the second half of the yr.


EASY, The performance calculator;http://www.wazua.co.ke/investor/performancecalc.aspxsmile
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The optimist
#7 Posted : Tuesday, July 06, 2010 12:09:40 PM
Rank: Member


Joined: 6/14/2010
Posts: 521
Location: Nairobi
mo paper wrote:
qw25041985 wrote:
@ optimist. Where do u get this figures .? I think in the case of centum and co-op bank its fund managers repositioning themselves for the second half of the year. And i am tipping Centum to be a star performer in the second half of the yr.


EASY, The performance calculator;http://www.wazua.co.ke/investor/performancecalc.aspxsmile


@Mo Paper yea right..
@qw you mentioned this tool somewhere on another post
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shauriyako
#8 Posted : Tuesday, July 06, 2010 12:58:20 PM
Rank: New-farer


Joined: 6/17/2010
Posts: 71
Location: Kenya
qw25041985 wrote:
Its so true that the good performance in the agriculturals WILLNOT b replicated. And it still buffles me that ppl like @ vvs , @the deal @guru will still continue to hold agricultural stocks. Lol. .lol


@qw: correct me if I am wrong but I thought you mentioned in some other topic that acording to your TA Sasini and Mumias were projected to grow. You even gave a target price of Kshs. 20 towards book closure. Are you now saying that agric stocks are a no no.d'oh! d'oh! d'oh!
When we wake up in the morning, we have two simple choices. Go back to sleep and dream, or wake up and chase those dreams. The choice is yours! .
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