youcan'tstopusnow wrote:PKoli, you seem to be a great stockpicker. First CFC then KCB. Which other bargains do you see at the NSE at the moment?
I was really lucky on CFC I would say. Much more bullish on KCB. I have also been bullish on BOC (not given me returns though, only dividends). I am currently looking at the following:
1. KCB - Anything below 21 - Comparative price with its peers. Expected good returns from the region
2. DTB - Value unlocking and trading relatively low forward p/e based on its half year earnings
3. SGL - Price unlocking yet to come - could easily go to 60
4. CFC stanbic - I expect some further upsurge to around 140 (consolidated)
5. Safcom - If one gets it at around 4.6-4.8 range or lower ofcourse. You will be assued of good dividends and capital gain.
6. BOC - But you have to be as patient as a vulture
7. KenGen - Huge projects in the pipiline
8. KPLC - KenGen and KPLC and great companies that will support the V2030 pillar
I will obviously look at other securities if the price looks juicy.