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KenolKobil, KPLC or KCB?
Rank: Member Joined: 1/29/2011 Posts: 257
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Must admit I'm bit of a novice, been trading (on n off for ~ 5yrs). Only recently stumbled on Wazua - great stuff. Looking to make notable buy in any of the 3Ks - KK, KPLC or KCB. Essentially a medium priced share with potential for good ROI. Not speculative as such, more medium term, looking at 1yr or so. Can't decide which is more promising of the three - could use some insights from the gurus on here, to make up my mind. "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Veteran Joined: 12/9/2010 Posts: 894 Location: Nairobi
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buy either kplc or kcb, i dont like the fuel companies due to the price regulations Don't wait for the Last Judgment. It happens every day. ~Albert Camus, The Fall, 1956
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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go for kcb at 23 you will not go wrong. My only worry is they use so much money to produce a peanut.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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At their current prices, i honestly dont think you can go wrong with either of the three, with a one yr outlook. I have kplc n kk. I keep eyeing kcb, though cant buy it, coz im maxed out. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Ati KKK? You can add 1 more K ikuwe the 4K Club  Anyway, they all seem to be great companies at fair prices with promising futures GOD BLESS YOUR LIFE
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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One kplc&kcb share is equivalent to 2.3 kk shares at the moment.so for the two to give you more return than kk,they must gain more than two times what kk is gaining.can this happen? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Member Joined: 9/19/2010 Posts: 237 Location: Republic of Graham & Doddsville
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Jamaa(assuming u r), do ur own background research coz l can tell u this for sure; here u'll also get opinions disguised as facts, kati ya hawa maguru kuna machizi pia, but u will realize it's a norm in every market place!!! We Will Either Find a Way or Create One - HANNIBAL
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Rank: Member Joined: 12/15/2010 Posts: 162
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KPLC and KCB have very good potential from the near term to long term. Both are headed to KES 30+ in the near term. KK has not made any notable move in a while now
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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KK has been stagnant sine the split, but should not be underated. it may pull a surprise. 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: 6/21/2010 Posts: 514 Location: Nairobi
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Kcb & kplc, their potential is good. As for kk alot of mixed fortunes.... 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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bartum wrote:go for kcb at 23 you will not go wrong. My only worry is they use so much money to produce a peanut. I agree with you on returns on equity and assets being a little low. They have recognized this that is why they brought in Mckinzy consultants. I am sure they will start making strong headways as they leverage on the huge asset base and diversified branch network.
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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@pkoli,mckinzy recommendations is said to take 5yrs to be implemented. By then kcb will be trading at over 100 if they dont come for rights again and no bonus
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Rank: Member Joined: 10/7/2010 Posts: 251 Location: nairobi
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i have worked with mc kinsgny. they are very good. but they make very bad assuptions. like the economy will grow by 10% for kenya in medium term.if they make this kinds of assumtioms with kcb sijui kama itatoboa. they also do not understand our culture and u cannot negate our culture and attitude to business models, work ethics etc
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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bartum wrote:@pkoli,mckinzy recommendations is said to take 5yrs to be implemented. By then kcb will be trading at over 100 if they dont come for rights again and no bonus That could be reasonable for manufacturing company or utilities. I think the banks will be a little shorter. I hope that will be trading price for KCB in 5 years. I think the best way to re-organise some of these companies is by having a competent board and ofcourse CEO. I am not sure if JM of Equity and his team required the fancy boys of consultancy.
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Rank: Member Joined: 1/29/2011 Posts: 257
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I guess the real question is this (without considering dividend income in the interim): "which is more likely to happen sooner? KK rise from 10/= to 15/=, OR KCB rise from 24/= to 36/=, OR KPLC rise from 22/= to 33/=?" All 50% rise in price. I wonder...  "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Member Joined: 1/29/2011 Posts: 257
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Interesting news - looks rosier for KCB than KK: KCB: http://www.businessdaily.../-/nw3u0lz/-/index.html
KK: http://www.businessdaily...on/-/lobms2/-/index.html"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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@pkoli its true jm and mj dont recquire those consultants they only want your money. And who else to manage you business.
@eatvoice kplc is now 24 not 22. Kplc and kcb have high of 50% gain than kk at same time interval
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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[quote=earthvoice]Interesting news - looks rosier for KCB than for KK: @earthvoice. I didn't understand the PE bit. KK's PE being10 and Total's 19 makes KK better in terms of growth prospects. ama? However, the article was written in Sep 2010 and things might have changed. The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mlennyma wrote:One kplc&kcb share is equivalent to 2.3 kk shares at the moment.so for the two to give you more return than kk,they must gain more than two times what kk is gaining.can this happen? you will kill me laughing. This kind of thinking appears logical when picking stocks, but beware of the dangerous lure of penny stocks! A good company will rise and rise while a bad one will stagnate or fall. E.g eabl trading at 200 and kk at 10. If eabl posts good results it may easily rise to 500 while kk may find it hard to rise to 12. Life is short. Live passionately.
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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mlennyma wrote:One kplc&kcb share is equivalent to 2.3 kk shares at the moment.so for the two to give you more return than kk,they must gain more than two times what kk is gaining.can this happen? Makes no sense at all, while kk has been stagnating at around 10 making no money for people i've invested on shares not considered as 'penny stocks' & made money. During the same period that kk has been swinging around 9.40 - 10.50, i've made money on Scbk & nmg. Its all about returns and upswing potential not whether it is penny or not, look at a share from the perspective of owning something that will & is working. If a share is going at 10 with an outrageous p/e & bad div yield & another share with a moderate p/e with good div yield goes for200 what would you go for? As they say money has no soul it doesn't care thus never fall in love with a stock coz we are all here to make money! 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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KenolKobil, KPLC or KCB?
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