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mwekez@ji		#31 Posted : Thursday, May 24, 2012 10:39:38 AM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		maka wrote: Am also on NBK... ... do you share the same school of thought with @Cde. You are the only other person we know who is in the bus
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Cde Monomotapa		#32 Posted : Thursday, May 24, 2012 11:04:59 AM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		mwekez@ji wrote: maka wrote: Am also on NBK... ... do you share the same school of thought with @Cde. You are the only other person we know who is in the bus Yes indeed can we have more disclosures from the floor. Comrade can't be the only one mandated to declare his wealth!
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Cde Monomotapa		#33 Posted : Thursday, May 24, 2012 11:09:12 AM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		mwekez@ji wrote: Cde Monomotapa wrote: NBK happens to have an under-utilized balance sheet. So I pick the cue from the downward direction of money market rates, which apart from improving NBK's bond portfolio valuations, might lead to increased lending as rates keep easing (see KCB, BBK) [cost of funds will ease too]. Hence, my "by Q3" outlook. On this, KCB is a better choice than NBK Cde Monomotapa wrote: Also, NBK is a potential M&A target so the upcoming budget will be informative in that regard. I expect potential suitor to be an SA bank & in my expectation, First Rand bank of SA. Ground for speculation Cde Monomotapa wrote: So there you have it. 80% precise. PS: If I owned any more of KCB I'd be too rich ;-)
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Stine		#34 Posted : Thursday, May 24, 2012 6:41:32 PM
Rank: Member Joined: 7/2/2009 Posts: 12		From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in.
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guru267		#35 Posted : Thursday, May 24, 2012 9:59:46 PM
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi		If you are looking four years down the road you need to go with stocks that are not just undervalued but those that are historically undervalued by all metrics... Im talking about 1. KCB 2. BAT/Mumias 3. Bamburi 4. WTK/KAPC 5. Kenya Re/JUB IMHO you cant go wrong... Mark 12:29 Deuteronomy 4:16
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youcan'tstopusnow		#36 Posted : Thursday, May 24, 2012 11:09:01 PM
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa		Speak of the devil... Sasini targets real estate as half-year profit drops 19 per cent http://www.businessdaily...0/-/t8l13r/-/index.html GOD BLESS YOUR LIFE
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Cde Monomotapa		#37 Posted : Thursday, May 24, 2012 11:25:48 PM
Rank: Chief Joined: 1/13/2011 Posts: 5,964		Stine wrote: From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in.
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QW25091985		#38 Posted : Thursday, May 24, 2012 11:29:55 PM
Rank: User Joined: 1/24/2012 Posts: 1,675 Location: In Da Hood		Stine wrote: From your replies the guy asking the question must be a little bit confused . Let me rephrase the question for Him and also for my own benefit. What are the top 5 stocks you would each pick right now? Just to get CDE and Guru excited KCB is top on my list but I need to get the 2,3,4 and 5th stock to invest in. lol.
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mwekez@ji		#39 Posted : Thursday, May 24, 2012 11:57:15 PM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		youcan'tstopusnow wrote: mwekez@ji, I would consider Sasini but purely as a speculative play on their land in Ruiru and not based on the agricultural side of their business You were absolutely spot on Their agri buz which is contributing over 90% of sales is down!!! coffee prices were significantly lower input and labour costs were high *weather negatively affected their dairy and horticultural operations The counter is just an asset play which Mr James Mcfee, the chairman of Sasini, has said “The board decided that developing the land is a worthwhile venture and we are only holding back until commercial bank’s interest rates are favourable enough for us to borrow funds” Results for H1 ending 31st March 2012
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mwekez@ji		#40 Posted : Friday, May 25, 2012 12:00:38 AM
Rank: Chief Joined: 5/31/2011 Posts: 5,121		Cde Monomotapa wrote: 80% precise. PS: If I owned any more of KCB I'd be too rich ;-)
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