this market is spooked up one big time. kama bp na masukari azijapanda better tell your waiter unataka chakula bila chumvi, hizo dizo zina panda sasa. Yeso. NSE 3500 here we come.

As long as Brexit aftershocks are reverberating and Gideon Muriuki sits tight on this sacco movement backed financial just like shafting bleeding continues!

For the sacco movement backed financial ksh.12 is not far away.
At that point it will be filling the backets.

FTGH @ 4.80

Me too. Below 5 im a buyer. I wanted below 6. but due to the high risk profile of being a small cap im doing 5.50 to 5.00 and below. This share can quadruple someones wealth no joke.

I find it interesting how the buying price targets are similar among wazuans. in my independent analysis i want below 5. and so does @mlennyma.

Above @VVS has a target of 36 for equity.
@sparkly 35-30 for equity in kengen thread.

And mine for equity was 33, but now at below 37.00 after Q1 results.

Very interesting

I've always wondered why people on wazua are fixated on the same stocks over and over again most of which are really hard to realise huge capital gains from in a 1-2yr span of time. Maybe I'm inexperienced but why not pick something like

1. Kapchorua - Has only closed at Ksh 90 for the first time since Oct 2009.
2. WTK - I picked this at Kshs 172 and it's holding strong since.
3. ScanGroup - Probably going to make a killing during this campaign period. Current price is Kshs 20.

Riskier/More Unsure
4. NIC - Starting to branch out to smaller cities to attract the smaller person more. Sort of like what Chase did. Solid management. If they handle imperial well, that translates to a lot more PR they can use and more customer confidence.
5. TPSE - Looks like it's about to hit rock bottom if it hasn't already. Management remains solid. Will take a bit more time to realize gains i.e. around 3yrs so that we can weather the election period. Number of tourists hasn't been affected much and has in fact gone very slightly up this year.

The reality is that there are very few firms with "TRUSTWORTHY" managements that are listed on the NSE.
Exclude the Dinitz, Merali, Wamae, Karuri, TransCentury-linked firms.
Exclude GoK controlled/influenced firms.
Exclude shady firms like ADSS, Orchards, etc
What are you left with?
Aga Khan firms [TPSEA & NMG facing headwinds not necessarily of their own making]
KK & Total [I prefer KK]
Tea firms eg Williamson, Kapchorua, etc
Banks like Equity, I&M, NIC, etc [Exclude NBK, KCB]

why exclude kcb?

@check your six. It's because great minds think alike. Our holdings are diverse, but there are some stocks that get unanimous concensus. And as pointed out above the stocks that pass the test to invest in are few.

5. Centum
6. Jubilee insurance