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Long Term Buys starting 2014
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nashx
#21 Posted : Friday, May 16, 2014 12:24:29 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
guru267 wrote:
nashx wrote:


No Company PE EPS Price
1 Cargen 3.55 9.45 33.50
2 Kengen 4.60 2.39 11.05
3 KenyaRe 4.65 4.29 19.95
4 EAPC 4.70 19.73 92.60
5 KPLC 6.70 2.20 14.85
6 Longhorn 8.10 1.60 13.00
7 PAFR 9.70 13.05 126.00
8 NIC 9.80 6.12 60.00
9 Uchumi 9.80 1.35 13.20
10 Centum 10.60 3.77 40.00

* PE (Bold) EPS (no formatting) MPS (Underlined)



I think every single EPS number here is wrong!
Where do you get your info??


Hehe EPS is the 2nd no. its not bold or underlined....I get my info from rich.co.ke
Offering my personal finance knowledge for free
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Sufficiently Philanga....thropic
#22 Posted : Friday, May 16, 2014 12:46:42 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Aguytrying wrote:
I think its unwise to invest in gava firms long term. the shares look like the have value but gava always comes to spoil the party. unless there's a chance of gava reducing its stake to a non controlling level you are better off putting your cash elsewhere.

The reason the shares are undervalued is because of gava not putting shareholder wishes as a priority.

Kengen. it's several years since IPO, it's trading at below IPO price. has never split. if u went in long term you would be negative all these years later

kplc. rights at 19.50 3 yrs ago. now trading at 14.80. do I need to say more.

kq. and mumias and eapc same story.

take home: don't invest in gava long term. make you money get out and wait for the next depression.

the advantage is that we know there's a time they'll be dirt cheap and there's a time they'll rally. don't be left dancing when the music stops

#Word
@SufficientlyP
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Mukiri
#23 Posted : Friday, May 16, 2014 9:15:16 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
Sufficiently Philanga....thropic wrote:
Aguytrying wrote:
I think its unwise to invest in gava firms long term. the shares look like the have value but gava always comes to spoil the party. unless there's a chance of gava reducing its stake to a non controlling level you are better off putting your cash elsewhere.

The reason the shares are undervalued is because of gava not putting shareholder wishes as a priority.

Kengen. it's several years since IPO, it's trading at below IPO price. has never split. if u went in long term you would be negative all these years later

kplc. rights at 19.50 3 yrs ago. now trading at 14.80. do I need to say more.

kq. and mumias and eapc same story.

take home: don't invest in gava long term. make you money get out and wait for the next depression.

the advantage is that we know there's a time they'll be dirt cheap and there's a time they'll rally. don't be left dancing when the music stops

#Word

#wisdom

Proverbs 19:21
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Ericsson
#24 Posted : Saturday, May 17, 2014 12:00:43 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,809
Location: NAIROBI
The only success has been Kenya Re which is way above it's listing price and the government still holds majority shareholding.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Aguytrying
#25 Posted : Saturday, May 17, 2014 12:39:37 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
one thing that irks me about gava firms is handling of rights issues. there's always a push and pull, rumours. announced like 2 yrs before causing share to suffer in open market. look at uchumi, ken gen. nbk. a real major shareholder would never let his shares lose value like this.

also how gava company react to losses. would a gava run firm for example react the way Kenol Kobil reacted to its major 6.2b loss. a major aggressive restructure. and overhaul of management. an almost immediate move.
A gava firm would be slower to react, leading to a situation like Uchumi, kplc and KCB a few years ago.

speculatively yes you will make a lot of profit if u play it right.

long term... it's just a matter of time before they crash the party.
The investor's chief problem - and even his worst enemy - is likely to be himself
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sparkly
#26 Posted : Sunday, May 18, 2014 6:49:58 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.
Life is short. Live passionately.
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Kagame
#27 Posted : Sunday, May 18, 2014 3:49:06 PM
Rank: New-farer

Joined: 4/1/2014
Posts: 47
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.

@ sparkly.what are the prospects of kcb in short term .
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sparkly
#28 Posted : Monday, May 19, 2014 1:42:02 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Kagame wrote:
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.

@ sparkly.what are the prospects of kcb in short term .


They are unlocking value by increasing their efficiency plus making money in the regional markets. Short term/ medium term and long term are all bright.
Life is short. Live passionately.
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nashx
#29 Posted : Monday, May 19, 2014 2:29:36 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Ericsson wrote:
The only success has been Kenya Re which is way above it's listing price and the government still holds majority shareholding.


Kenya Re is a gem in my opinion and there is still great value in it at current prices
Offering my personal finance knowledge for free
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nashx
#30 Posted : Monday, May 19, 2014 2:36:36 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
sparkly wrote:
Some shares are not cheap but are worth investing in... ARM, NMG, EABL, KCB, Equity, Safaricom.


Thats true but they are well priced in but in a bear market I would definitely go for the below:
NMG
BAT
CENTUM
SAFCOM
EABL
ARM
BARCLAYS
STANCHART
Offering my personal finance knowledge for free
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