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Stocks picks for 2015
Rank: Elder Joined: 6/23/2009 Posts: 13,568 Location: nairobi
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S.Mutaga III wrote:obiero wrote:murchr wrote:Pesa Nane wrote:obiero wrote:the above writing has an uncanny resemblance to @stocksmaster's style.. ama ni mimi tu naona Click HERE Contrarian is = @deal, @Mutanga III mastered the art from @stockmaster I dont hear/see much from @deal @stockmaster on wazua. These were sober men Does that imply that am not a sober man? Haha. U are a sober man too. Plus @young. Was js mentioning the lost ones..
COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 5/6/2014 Posts: 268 Location: Nairobi, Kenya
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obiero wrote:S.Mutaga III wrote:obiero wrote:murchr wrote:Pesa Nane wrote:obiero wrote:the above writing has an uncanny resemblance to @stocksmaster's style.. ama ni mimi tu naona Click HERE Contrarian is = @deal, @Mutanga III mastered the art from @stockmaster I dont hear/see much from @deal @stockmaster on wazua. These were sober men Does that imply that am not a sober man? Haha. U are a sober man too. Plus @young. Was js mentioning the lost ones.. No, @S.Matuga III You have never been sober, you are always HIGH.. Remain that way 
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector.
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Rank: Member Joined: 3/26/2012 Posts: 830
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heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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S.Mutaga III wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. Thanks, CIC trades at a PE that is X5 that of Kenya RE and Kennya Re trades at almost a third of the sector PE i know you have said it is not exactly comparable with the other insurance companies i wish we could see how in the past its PE compared with the other insurance companies why does this jubilee government keep such huge shareholding in this company?
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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Akenyan2014 wrote:obiero wrote:S.Mutaga III wrote:obiero wrote:murchr wrote:Pesa Nane wrote:obiero wrote:the above writing has an uncanny resemblance to @stocksmaster's style.. ama ni mimi tu naona Click HERE Contrarian is = @deal, @Mutanga III mastered the art from @stockmaster I dont hear/see much from @deal @stockmaster on wazua. These were sober men Does that imply that am not a sober man? Haha. U are a sober man too. Plus @young. Was js mentioning the lost ones.. No, @S.Matuga III You have never been sober, you are always HIGH.. Remain that way  Did someone mention my name? I am plunging into Jubilee (sold at 430 thinking I had achieved) CIC is a consideration as it can hit by June and finally Safaricom. I will be accumulating those 3 counters in the coming weeks. African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Member Joined: 3/26/2012 Posts: 830
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heri wrote:S.Mutaga III wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. Thanks, CIC trades at a PE that is X5 that of Kenya RE and Kennya Re trades at almost a third of the sector PE i know you have said it is not exactly comparable with the other insurance companies i wish we could see how in the past its PE compared with the other insurance companies why does this jubilee government keep such huge shareholding in this company? It sold part of its stake to the public during the Kenya Re IPO. The government loves control especially in companies without another anchor shareholder. In Kenya Re's case, the government is the main shareholder. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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heri wrote:S.Mutaga III wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. Thanks, CIC trades at a PE that is X5 that of Kenya RE and Kennya Re trades at almost a third of the sector PE i know you have said it is not exactly comparable with the other insurance companies i wish we could see how in the past its PE compared with the other insurance companies why does this jubilee government keep such huge shareholding in this company? Past PE's of KRE based on end year prices are;  Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. Reinsurance is the business of insuring insurance policies and Kenya Re is only listed company so you have little to compare with unless you are an industry insider. Reinsurance is a risky technical business and you must first understand the risk profile. What is the risk of the underwritten policies? Kenya Re has a rating of B+ while its competitor Africa Re has A- so Africa Re pulls in more business. Until the day it moves to A rating then the low PE is justified
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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mkonomtupu wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. Reinsurance is the business of insuring insurance policies and Kenya Re is only listed company so you have little to compare with unless you are an industry insider. Reinsurance is a risky technical business and you must first understand the risk profile. What is the risk of the underwritten policies? Kenya Re has a rating of B+ while its competitor Africa Re has A- so Africa Re pulls in more business. Until the day it moves to A rating then the low PE is justified thanks alot. and do you know how Africa Re PE has been like?
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Gatheuzi wrote:heri wrote:S.Mutaga III wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. Thanks, CIC trades at a PE that is X5 that of Kenya RE and Kennya Re trades at almost a third of the sector PE i know you have said it is not exactly comparable with the other insurance companies i wish we could see how in the past its PE compared with the other insurance companies why does this jubilee government keep such huge shareholding in this company? Past PE's of KRE based on end year prices are; @Gatheuzi, thanks. I can see the PE has always been at low levels. so am not expecting it to change much unless something changes like the shareholding and dividend yield as indicated above
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Rank: Elder Joined: 2/22/2009 Posts: 2,449 Location: Africa
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Looks like Jimnah Mbaru's predictions are coming to pass
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Shak wrote:Looks like Jimnah Mbaru's predictions are coming to pass Which were?
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Rank: Chief Joined: 1/3/2007 Posts: 18,134 Location: Nairobi
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heri wrote:Gatheuzi wrote:heri wrote:S.Mutaga III wrote:heri wrote:S.Mutaga III wrote:After she staying in the sidelines for two months, I have finally decided to invest in stocks once again, because I have spotted a good long term opportunity. My first investment of the year will be Kenya Re, starting Monday. Activity 1: Kenya Reinsurance:- It turns out that having a majority shareholding by uncle Sam has some advantages too. Ironically, unlike in other firms, the government is a good business partner in Kenya Re http://www.businessdaily.../-/4r26sdz/-/index.html . The link reveals that it has guaranteed the business of the reinsurer for the next five years. In addition, the valuation of the counter is very low with a single digit P/E. The FY profits have been growing at a good rate in the last three years and despite the low dividend yield, the counter is a good growth stock. I intend to purchase 10,000 shares on Monday at the current price of 18.55. This will be my first investment in 2015. I will update my next buy if an opportunity arises. Happy Hunting 2015 @Mutaga, from your analysis why does this share trade at such a low PE compared to others in the same sector. 1. High government shareholding 2. Low dividend yield Those are my reasons. You should also note that Kenya Re engages in a special kind of insurance business unlike your typical insurance company. Kenya Re's clients are corporate clients and perhaps investors like businesses whose clients are the mass market AKA Wanjiku. However, the business makes money and I personally hardly care how it makes the money as long as it makes profits every year and its profitability remains in an upward trajectory. I only have a basic understanding of the reinsurance business, nothing beyond the ordinary. Thanks, CIC trades at a PE that is X5 that of Kenya RE and Kennya Re trades at almost a third of the sector PE i know you have said it is not exactly comparable with the other insurance companies i wish we could see how in the past its PE compared with the other insurance companies why does this jubilee government keep such huge shareholding in this company? Past PE's of KRE based on end year prices are; @Gatheuzi, thanks. I can see the PE has always been at low levels. so am not expecting it to change much unless something changes like the shareholding and dividend yield as indicated above GoK's ownership [& control over key appointments] remains a concern but on all other metrics this is a long-term winner. The question is what discount should we give KenRe coz of GoK's 60% stake? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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mwekez@ji wrote:Shak wrote:Looks like Jimnah Mbaru's predictions are coming to pass Which were? he said things will be "interesting" this year which doesn't qualify as a prediction. Can someone did up that tweet if it's still live.
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Rank: Veteran Joined: 5/5/2011 Posts: 1,059
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Wakubwa mlisema aje juu ya EAGGADS? I can see it is at it's 52 weeks lowest, tempted to jumpin. To Each His Own
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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whiteowl wrote:mwekez@ji wrote:Shak wrote:Looks like Jimnah Mbaru's predictions are coming to pass Which were? he said things will be "interesting" this year which doesn't qualify as a prediction. Can someone did up that tweet if it's still live. Check page 2 of this thread post #28. KondooEconomist wrote: Discuss Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Gatheuzi wrote:whiteowl wrote:mwekez@ji wrote:Shak wrote:Looks like Jimnah Mbaru's predictions are coming to pass Which were? he said things will be "interesting" this year which doesn't qualify as a prediction. Can someone did up that tweet if it's still live. Check page 2 of this thread post #28. KondooEconomist wrote:Discuss Indeed. That doesn't qualify as a prediction.
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Rank: Elder Joined: 12/4/2009 Posts: 10,703 Location: NAIROBI
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Market today is quiet as people wait for the budget speech to know what other death knell will be spelt out to Kenyan consumers Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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mkonomtupu wrote:shrewdinvestor wrote:Indeed the so called "experts" have failed to beat the market whereas the average trader/investor has made money out of the market. There is something called a sideways market or a range bound market which is one tricky market because you don't know if the trend will break up or down. Sometimes it's not about beating the market, sometimes it's about protecting your nest. Rule No.1 make money and Rule No. 2 do not lose money...ni hayo tu! Well the trend broke down...the sideways market always so tricky 
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