wazua Sat, Sep 20, 2025
Welcome Guest Search | Active Topics | Log In

2 Pages12>
Stock choice Dec 2010-March 2011
Options
Previous Topic · Next Topic
ProverB
#1 Posted : Friday, November 19, 2010 7:35:03 AM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
http://www.businessdaily...6/-/40ln15/-/index.html

Seems safest choices for stock picks between now and late march next year is limited to Banks,and Kakuzi..

According to CBK, banks have on their 3rd quarter surpassed their 2009 full year PBT by 8.8%!!

Seems ideally a portfolio of Coop, DTK, KCB, HFCK,Stanchart and Equity will do anyone good..let alone Jubilee!!

Add to that Agriculturals..such as Kakuzi..

Its tempting to buy now and go away!

on other unrelated news..the barclays AD targeted to woo young depositers/borrowers is totally pathetic! Haiwesmek! ...aki! HAIWES!!!

KCB,coop and Equity are way to ahead here.
they ought focus on what they'v been doing or go bond-trading! after all..they have the capacity..or better still..shore up on their ka-mortgage products juu enyewe iko down tu sana. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
Back to top
WWW
 Report Abusive | Report SPAM | Edit by user: Friday, November 19, 2010 7:43 AM | Reason: Not specified
guru267
#2 Posted : Friday, November 19, 2010 8:32:18 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
If kakuzi grow their EPS by a mere 80% then their EPS will be 31... If they gave a 30% dividend pay out this would give a DPS of 10 and a dividend yield of 12%...

lets wait for march to see what happens because i'm liking how the meteorology sector have got their LANINA THEORY completely wrong Liar
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#3 Posted : Friday, November 19, 2010 8:34:02 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,259
Location: Nairobi
Don't confuse Bank's performance with Stock performance...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
guru267
#4 Posted : Friday, November 19, 2010 8:38:48 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Don't confuse Bank's performance with Stock performance...



@VVS stock performance should eventually follow bank performance and from the stocks mentioned by @proverB its only equity and coop i find expensive
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
sparkly
#5 Posted : Friday, November 19, 2010 8:41:07 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
For 2011 and beyond i believe investors should look at manufacturing and service sectors. They will benefit from the cheap loans now being given by the banks.
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
sparkly
#6 Posted : Friday, November 19, 2010 8:45:44 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
guru267 wrote:
VituVingiSana wrote:
Don't confuse Bank's performance with Stock performance...



@VVS stock performance should eventually follow bank performance and from the stocks mentioned by @proverB its only equity and coop i find expensive

market has already factored in the banks potential. Probably kcb only is not fully priced(i say so at the risk of inviting wrath of dtb lovers)
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
qw25041985
#7 Posted : Friday, November 19, 2010 8:47:32 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Its plain simple we are still in an improving economy and banks will rock > As for the manufacturing sector i'd start thinking about them third quater of 2011.
OH ! and yes.I'll be taking some mumias in January.When the profit taking is over.
Your future depends on your dreams so go to sleep !
Back to top
 Report Abusive | Report SPAM
Njung'e
#8 Posted : Friday, November 19, 2010 9:05:29 AM
Rank: Elder


Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
ARM
Nothing great was ever achieved without enthusiasm.
Back to top
 Report Abusive | Report SPAM
guru267
#9 Posted : Friday, November 19, 2010 9:37:40 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
qw25041985 wrote:
OH ! and yes.I'll be taking some mumias in January.When the profit taking is over.


Ati profit taking???? Liar
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
sheep
#10 Posted : Friday, November 19, 2010 10:49:02 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
Njung'e wrote:
ARM


mhhhhh...I just sold my lot here..hope I wont live to regretd'oh! ...after I saw the commencement of the devki plant with a capacity of 700000ta which will be the 2nd largest after BAMB(1.3mta)... though ARM has doubled capacty to 600000ta I am not convinced of their growth story....cement consumption increased by only 13%.

The cement sector is expanding production in exponential proportions..every company is increasing production to increase its market share....prices will no longer go up coz of over-supply and fierce competition...factor in entry of pokot plant in 2012...

I feel this industry just like telecomms will be a big loss maker in the near future.


The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#11 Posted : Friday, November 19, 2010 11:10:25 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,221
Location: Sundowner,Amboseli
sparkly wrote:
For 2011 and beyond i believe investors should look at manufacturing and service sectors. They will benefit from the cheap loans now being given by the banks.

I cant agree more! When the economy grows like its expected to next year, you're looking beyond 5%, then definitely, you want to be in the Manufacturing and Service Industry, for their growth more than surpasses the Financials. To this, i would also add the Agriculturals!
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
whynow
#12 Posted : Friday, November 19, 2010 12:05:56 PM
Rank: New-farer


Joined: 7/19/2010
Posts: 98
Location: Kenya
CO-OP BANK QIII PRESENTATION BY THE CEO

With a last trading price of kshs19.75per
share and annualised PBT of Kshs5.84
billion this presents an annualised P/E of
14.75.
􀀣 With an industry average P/E of 17.47 a
fair price projection of the share would be
kshs.23.50.
􀀣 We project to sustain the excellent growth
momentum.
􀀣 Co-op Bank is thus a growth stock.
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#13 Posted : Friday, November 19, 2010 1:21:37 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Jubilee down to 190 again
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
KIRTI
#14 Posted : Friday, November 19, 2010 1:31:25 PM
Rank: Member


Joined: 8/17/2010
Posts: 116
KQ, K.CB, K.K,
Back to top
 Report Abusive | Report SPAM
PKoli
#15 Posted : Friday, November 19, 2010 1:40:33 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
I will bet the following:

KPLC
KCB
CFC
DTB
COOP
JUBILEE
CIC
Back to top
 Report Abusive | Report SPAM
the deal
#16 Posted : Friday, November 19, 2010 5:00:03 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
KQ, Jubilee, NIC and SCON are the stocks to watch...just ignore the day to day volatility...a
Back to top
 Report Abusive | Report SPAM
Aguytrying
#17 Posted : Friday, November 19, 2010 7:00:44 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
DTK.KPLC.JUB.KCB.KKZ.CIC. in that order.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
ProverB
#18 Posted : Friday, November 19, 2010 7:18:32 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
the deal wrote:
KQ, Jubilee, NIC and SCON are the stocks to watch...just ignore the day to day volatility...a


would really luv to debate on KQ n SCON but i'm low on psych tonyt..next week. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
Back to top
WWW
 Report Abusive | Report SPAM
githundi
#19 Posted : Friday, November 19, 2010 7:42:53 PM
Rank: Veteran


Joined: 11/19/2010
Posts: 1,308
Location: nairobi metropolitan
The market has reached it peak.
Probably new listed companies.
Democracy does not belong to the dead
Back to top
WWW
 Report Abusive | Report SPAM
erifloss
#20 Posted : Friday, November 19, 2010 8:25:33 PM
Rank: Member


Joined: 6/21/2010
Posts: 514
Location: Nairobi
Companies aiming at increasing shareholders value with reasonable expansion, projections & growth vis a vis the PE. kk, Coop & Nic
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest
2 Pages12>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.