@mukiha

Question is: What is NO NO for you,excluding suspended companies and those listed in the alternative investment segment. A Boumann is in the alt mkt segment. So far,we have eveready. Any other?

KCB must be a gud buy. That counter is waiting to explode! On no go zones,Acess is a v funny company,whea are the dividends!? National Oil thrives on insider trading,hence the recent price correction by CMA. NBK will also never recover in the medium term. The competition is too tyt for it to make headway. As in really KCB is heading to Goma,DRC nd NBK is nt in Mpeketoni,Kenya!

@Mukiha true this is the time. The Kenyan market has been laging international markets and has exhibited much less recovery than US,African,European and Asian markets.Proper recovery will uplift most stocks in the banking and industrial sector. I bet on the following;
1. Equity
2. KCB
3. DTB
4. BBK
5. ARM
6. KPLC
7. Safcom
8. EABL
I will pick a couple in the banking sector,two in Industrial and one in commercial.
It is worthwhile to look at current p/e's and projected to have a feel of how various companies will perform.
For banks,there is a strong interest from west african banks. Key for survival might be just consolidation/merger.

PKoli

... @pkoli. Ebu elaborate on safaricom ...

If you want anything to work,work it

In my opinion KQ should do some brisk business bringing in all those crazy soccer fans in 2010. This should generate some good profit for them especially if they don't make any more stupid fuel hedges without appropriate exit clauses. Truth is KQ is Africa's best airline and there are not that many alternatives.