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A Buyers Market - Upto Mid January 2011
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stocksmaster
#1 Posted : Thursday, December 16, 2010 2:15:14 PM
Rank: Member


Joined: 9/26/2006
Posts: 461
Location: CENTRAL PROVINCE
The Market is becoming more and more enticing for any bargain hunter, a situation i anticipate will continue upto the first week of the new year.

Several counters are becoming attractive purchases at current prices.

1. KPLC

Trading at a trailing P/E of about 10, this share should be in the Ksh 25-26 range within the next three months.

2. Kenol Kobil

Despite the GoK re-introduction of fuel price controls, the company's moving south strategy has ensured diversification such that Kenya currently constitutes less than 40% of its market. The share should be trading in the Ksh 11.5-12.5 range in the next four months.
More importantly, for long term investors (above 5 years), this share may turn out to be another ARM.


3. KCB

At the current prices of Ksh 22 - Ksh 22.25; this share is very attractive. A dividend yield approaching 5% and trading at a forward P/E of about 11, the share should be in the Ksh 25-26 range by Easter.

4. Diamond Trust Bank

This will be the share to watch for the first quarter of 2011.


Happy hunting.
x handle: @stocksmaster79
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bartum
#2 Posted : Thursday, December 16, 2010 2:45:54 PM
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Joined: 8/11/2010
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Location: nairobi
i fear KK just like KQ and agriculturals. The rest am totally with you
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qw25041985
#3 Posted : Thursday, December 16, 2010 2:57:11 PM
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Joined: 5/9/2010
Posts: 1,418
Location: Nai
@ stockmaster. i am totally w/ you on K.C.B and kplc. but why did you forget CO-Op bank .Investors arent yet finished with this stock.Not yet.
for some counters i am waiting upto end of december to see if they can go any lower .case in point co-op,KQ but some technically i donot see them goin any lower like mumias, kcb.
Your future depends on your dreams so go to sleep !
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Aguytrying
#4 Posted : Thursday, December 16, 2010 3:02:45 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
bartum wrote:
i fear KK just like KQ and agriculturals. The rest am totally with you

ghai. Why fear kk. Im invested in both kk and kq. And i fear kq also. But why fear kk. Do tell.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Aguytrying
#5 Posted : Thursday, December 16, 2010 3:09:10 PM
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Joined: 7/11/2010
Posts: 5,040
This is hunting season. Bargains galore. Esp jubilee, kk. Feels like the shares are calling me!
The investor's chief problem - and even his worst enemy - is likely to be himself
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PKoli
#6 Posted : Thursday, December 16, 2010 3:30:23 PM
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Joined: 2/10/2007
Posts: 1,587
@Stocksmaster

Thanks for your insight and prognosis for the New Year’s performance. I am firmly with you on KCB and KPLC. I think KK might not make any much impression unless I am convinced about their performance in other countries.
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hello
#7 Posted : Thursday, December 16, 2010 3:31:30 PM
Rank: Member


Joined: 6/11/2008
Posts: 257
stocksmaster wrote:
The Market is becoming more and more enticing for any bargain hunter, a situation i anticipate will continue upto the first week of the new year.

Several counters are becoming attractive purchases at current prices.

1. KPLC

Trading at a trailing P/E of about 10, this share should be in the Ksh 25-26 range within the next three months.

2. Kenol Kobil

Despite the GoK re-introduction of fuel price controls, the company's moving south strategy has ensured diversification such that Kenya currently constitutes less than 40% of its market. The share should be trading in the Ksh 11.5-12.5 range in the next four months.
More importantly, for long term investors (above 5 years), this share may turn out to be another ARM.


3. KCB

At the current prices of Ksh 22 - Ksh 22.25; this share is very attractive. A dividend yield approaching 5% and trading at a forward P/E of about 11, the share should be in the Ksh 25-26 range by Easter.

4. Diamond Trust Bank

This will be the share to watch for the first quarter of 2011.


Happy hunting.



What about CFC ?
Really i dont know what reason to give but price from 80 to 73.5....i have ordered some at 70/- just wana taste the market.
I want to be a millionaire.
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The Merchant
#8 Posted : Thursday, December 16, 2010 3:33:45 PM
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Joined: 5/24/2010
Posts: 846
Location: KENYA
NIC now at 47....Opportunities abound!
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young
#9 Posted : Thursday, December 16, 2010 3:44:13 PM
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Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
My friend @Pkoli KCB man all the time!
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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PKoli
#10 Posted : Thursday, December 16, 2010 3:49:57 PM
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Joined: 2/10/2007
Posts: 1,587
young wrote:

My frien @Pkoli KCB man all the time!


@Young

I have been told never to be in love with a stock. I sold all my KCB after rights. I talked to a frend who has been travelling to Southern Sudan, Rwanda and Uganda. Thereafter I attended a presentation by their CEO and become converted. I am more than convinced that KCB should not trade below 30!
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young
#11 Posted : Thursday, December 16, 2010 4:01:14 PM
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Location: Lagos, Nigeria
Pkoli,

I get your point provided KCB posts impressive FY result (at least 40% PTP yoy)
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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PKoli
#12 Posted : Thursday, December 16, 2010 4:11:48 PM
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Joined: 2/10/2007
Posts: 1,587
young wrote:
Pkoli,

I get your point provided KCB posts impressive FY result (at least 40% PTP yoy)


This year they will be close, but next year, they should make it above 40%. Assuming the Southern Sudan political situation if fine.
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youcan'tstopusnow
#13 Posted : Thursday, December 16, 2010 6:45:28 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
PKoli, business in S.S has been slowing down in the last quarter of the year, due to referendum jitters.
GOD BLESS YOUR LIFE
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guru267
#14 Posted : Thursday, December 16, 2010 7:39:27 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@stocksmaster you've read my mind when it comes to KPLC and DTB but but Jubilee must be on that list..
Mark 12:29
Deuteronomy 4:16
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Tommy
#15 Posted : Thursday, December 16, 2010 7:47:25 PM
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Joined: 12/9/2010
Posts: 894
Location: Nairobi
@the deal, this is a guru we can follow good logics. @guys what about bbk at 55
Don't wait for the Last Judgment. It happens every day. ~Albert Camus, The Fall, 1956
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kokwa
#16 Posted : Thursday, December 16, 2010 9:35:47 PM
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Joined: 11/17/2009
Posts: 36
KPLC ,KCB n' maybe KK if u stil have some cash 2 risk. oh!! kuna vile access k' inanikatia
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sheep
#17 Posted : Thursday, December 16, 2010 10:29:05 PM
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Joined: 7/24/2008
Posts: 781
good picks @stocksmaster...I expect at least 25% gains from the mentioned counters...alafu twende 50% cash..just incase the 'big one' comes....hii secular bear hapana mchezo.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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stocksmaster
#18 Posted : Thursday, December 16, 2010 10:30:10 PM
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Joined: 9/26/2006
Posts: 461
Location: CENTRAL PROVINCE
The oil marketers are actually going to make more money from this price regulations........
http://www.businessdaily.../-/y37ftnz/-/index.html

This explains their long silence as the GoK was shooting itself on the foot.

Happy hunting.
x handle: @stocksmaster79
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VituVingiSana
#19 Posted : Thursday, December 16, 2010 11:13:07 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,327
Location: Nairobi
Now @stocksmaster is a jamaa I can believe & follow... He gives reasons for his picks...

Now @qw & @YBC well... THE LESS SAID THE BETTER LEST WE ARE TOLD TO SELL, SELL, SELL... OR WAS IT BUY, BUY, BUY...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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PKoli
#20 Posted : Friday, December 17, 2010 2:24:10 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
youcan'tstopusnow wrote:
PKoli, business in S.S has been slowing down in the last quarter of the year, due to referendum jitters.


That is true, but if the refendum goes through without a major hitch, you can be assured there will strong optimism from the business angle and KCB will want to double their branches.
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