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EQUITY,JUBILEE,KENOL KOBIL,CENTUM - TIME TO BUY!!!????!!!
The Merchant
#11 Posted : Wednesday, December 15, 2010 10:05:54 AM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
mufasa wrote:
On a more basic front, I think that KK profits will be dealt a major blow with the govt. coming in to regulate pump prices.

On the other hand, Companies such as Mumias and Centum have recked in good profit margins in the last periods of 2010. Co-op got a 5billion profit but i think they still need to step up to be in the same league as KCB - My money is on KCB.
Otherwise from your list, I Pick Centum at any price below 24 with good returns expected when they announce the 2011 first quarter results.

Right now KK is facing some risk but I think it will come out ok since this controls are effected across the whole industry not just to KK.
So do you rank KCB higher than Equity? I think Equity uses its capital better than KCB. Whats more its the classic growth stock so if bought at sub 25 levels a quick killing is very likely.
Lets have more people contributing here. I like!smile
The Merchant
#12 Posted : Wednesday, December 15, 2010 10:24:48 AM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
@ sure alligator.

Please send me that Kestrel report. KK at 16.50! Nice.

When is the SS referendum? I have no clue.

Centum compared to rent - hilarious! Nice analogy.

TPS ? Please explain sir.
vestor
#13 Posted : Wednesday, December 15, 2010 10:31:45 AM
Rank: Member

Joined: 11/9/2010
Posts: 132
Surealligator wrote:
The Merchant wrote:
All these stocks are trading at below 30% RSI. What your take guys? Are they oversold and looking for buyers who care? d'oh!


@The Merchant of Venice

Kestrel estimates that KK should be trading at 16.50 and has given an accumulate advisory. BBK will definitely give a special dividend of over 3 shillings on top of the regular final DPS.

I wont touch Equity and KCB till after SS referendum.

Centum is the share to buy every month like paying house rent. Even if it is only 100 shares. By 2014, you will be a later day Muguku.

My personal favourite however is TPS Serena.

@Surealligator, please clarify the BBK issue, why will they pay the special dividend?
2012
#14 Posted : Wednesday, December 15, 2010 10:46:10 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
My strong buy currently is on kplc. Here's my analogy of why you should get in at anything under 26/-

Kplc current value (by cap) is 14.4b with 633m shares. Assuming the rights is fully subscribed they will have added about 10b to their balance sheet meaning capitalization should be at about 24b with about 881m shares. Divide and you'll get 27/-

I know this is super layman but who says it's geniuses who are buying?

BBI will solve it
:)
mwenza
#15 Posted : Wednesday, December 15, 2010 10:46:53 AM
Rank: Elder

Joined: 4/22/2009
Posts: 2,863
vestor wrote:
Surealligator wrote:
The Merchant wrote:
All these stocks are trading at below 30% RSI. What your take guys? Are they oversold and looking for buyers who care? d'oh!


@The Merchant of Venice

Kestrel estimates that KK should be trading at 16.50 and has given an accumulate advisory. BBK will definitely give a special dividend of over 3 shillings on top of the regular final DPS.

I wont touch Equity and KCB till after SS referendum.

Centum is the share to buy every month like paying house rent. Even if it is only 100 shares. By 2014, you will be a later day Muguku.

My personal favourite however is TPS Serena.

@Surealligator, please clarify the BBK issue, why will they pay the special dividend?



...........Because they sold their Shares Custodial Services to Stanchart the other day.
IF YOU EXPECT ME TO POST ANYTHING POSITIVE ABOUT ASENO, YOU MAY AS WELL SIT ON A PIN
Surealligator
#16 Posted : Wednesday, December 15, 2010 11:33:55 AM
Rank: User

Joined: 6/27/2008
Posts: 709
Location: Velayat-e Faryab
The Merchant wrote:
@ sure alligator.

Please send me that Kestrel report. KK at 16.50! Nice.

When is the SS referendum? I have no clue.

Centum compared to rent - hilarious! Nice analogy.

TPS ? Please explain sir.


@The Merchant

Weka E-mail hapa when am on line. Then remove it once I've seen it.

SS ref is on Jan 9, 2011.

TPS Serena. Tourism has hit an all high since time immemorial. Michael Joseph is now the chair to Tourism Board, Obama will come to Kenya late next year, Impunity has been redcarded in Kenya, Serena got the zero interest cash they needed to acquire and manage more hotels plus refurbish existing ones, I can go on for ever. Look at their liquidity ratio, look at their books. You have everything going for them.
Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
yaserbigchair
#17 Posted : Wednesday, December 15, 2010 11:36:54 AM
Rank: Member

Joined: 7/19/2006
Posts: 118
Location: Mombasa
I do not agree with Kenol coz I believe to be best buy @9.2 - 9.5. This company will hold at 10 for the 2011 time or may be touch 10.50.

On Equity may be @24.5

On Centrum 21 - 21.5

On Jubilee 185 is very fair!

Happy Trading
Sound that I love most: Is the ringing bell of Stock Market.
the deal
#18 Posted : Wednesday, December 15, 2010 11:57:46 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
KK is a strong buy...i expect them to formally enter the Zim economy next year..Uncle Bob recently said the Zim economy will grow by double digits in the next 5 years so F the price controls...KK is also a net importer of fuel they recently won a big import tender..the Management recently gave a bullish advisory on the 2010 FY earning, who knows better than them...

Whatever you do don't forget KQ...the full year earnings will suprise...
The Merchant
#19 Posted : Wednesday, December 15, 2010 12:05:52 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
@ sure alligator..... my email address is themerchant7448@gmail.com
Thank you. Hey, and it looks like you have acess to a number of reports, please forward them to me. Ill appreciate.
The Merchant
#20 Posted : Wednesday, December 15, 2010 12:11:04 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
yaserbigchair wrote:
I do not agree with Kenol coz I believe to be best buy @9.2 - 9.5. This company will hold at 10 for the 2011 time or may be touch 10.50.

On Equity may be @24.5

On Centrum 21 - 21.5

On Jubilee 185 is very fair!

Happy Trading


You are getting alot of bashing on other threads but I must agree with your list as it conforms with mine. Care to explain why there is such little interest in Jubilee on the NSE. Its a beautifully priced stock but nobody seems to care.
Well according to your list, its time to buy Equity and Centum. Plus Jubilee too, it has hit a high of 200/- you know.

Any thoughts on Kakuzi? It made a significant reversal from 95 to 78! WTF!
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