wazua Tue, Mar 31, 2026
Welcome Guest Search | Active Topics | Log In

8 Pages123>»
2011 - Stock Picks @VituVingiSana
Options
Previous Topic · Next Topic
VituVingiSana
#1 Posted : Thursday, January 06, 2011 1:25:06 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
Since I don't have @stockmaster discipline to list all my individual trades, these are my BUYS for 2011 as decided during my recovery from my Hangover on 2 Jan 2011.

Williamson - Tea prices will remain strong 1Q 2011. Production will be lower than 2010.
Price on 3 Jan 2011 =
Target = 300/-

KenolKobil - The best OMC in Kenya. Also regional expansion. For the patient. I am lucky I can buy these at 10/-. It is a gift.
Price on 3 Jan 2011 =
Target = 13/- [but not for sale until Dec 2013 at 20/-]

Kenya Airways - Great African & Asian opportunities as India+China trade with Africa increases + increased intra-Africa travel.
Price on 3 Jan 2011 =
Target = 60/-

KPLC - Rain/water/thermal/geothermal sources of power have increased so will sales. Kenya's strong economic growth means continuous need for additional electricity. I believe the 1H 2010-11 results will be very good.
Price on 3 Jan 2011 =
Target = 28/-

Unga - [Coz someone asked] This is a 3-year play for me from mid-2010 not a 2011 performer. There is plenty of maize during 1Q 2011. Wheat is always imported so does not concern me as all millers are affected. If I owned 50% of Unga, I would sell the brand names, scrap/sell the machinery then use the cash to develop the land in Industrial Area.
Price on 3 Jan 2011 =
Mid-2013 Target = 20/- [+ dividends]

[More details later to be added]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  | | Edit by user: Friday, January 07, 2011 12:53 PM | Reason: Not specified
pesa paps
#2 Posted : Thursday, January 06, 2011 6:10:08 PM
Rank: New-farer

Joined: 12/17/2010
Posts: 18
Location: naivasha
this is a bold step my friend. all the best though am noticing you have kept off financials and everyone is speculating financials to be the drivers for 2011
Back to top
WWW
  |
manuPK
#3 Posted : Thursday, January 06, 2011 6:18:39 PM
Rank: New-farer

Joined: 2/16/2010
Posts: 92
Location: Nairobi
Agreeing with VVS, some agric & industrial are the way to go esp in the long-term.
Entrepreneurship is a cognitive bias. They can’t teach it to you.
Back to top
  |
Gatheuzi
#4 Posted : Thursday, January 06, 2011 6:57:39 PM
Rank: Veteran

Joined: 8/16/2009
Posts: 994
@ vituz, good predictions.

If I add mine I will add DTB reasons;
- great 2010 performance.
- 2011 expected to give at least 30 % growth in PBT.
- 2bn funding in 2010 to be utilized to grow the loan book.
- branches to be over 100.

Price at beginning of the year = 135.

Price target 2011 = 250.
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.
Back to top
  |
invest0r
#5 Posted : Thursday, January 06, 2011 6:58:49 PM
Rank: Member

Joined: 12/15/2010
Posts: 162
I like, i like, i like this. pls make it easier for us by listing your average purchase price for the different securities
Back to top
  |
the deal
#6 Posted : Thursday, January 06, 2011 7:46:53 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Vitu is an long termer not a speculator although his target on KQ is too modest...Africa is on a growth trajector..with the weak shilling i expect a 70 bob by August..provided the labour issues are resolved..
Back to top
  |
cnn
#7 Posted : Thursday, January 06, 2011 7:49:16 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
KK 65%,DTBK 12%,KCB 10%,WTK 8%,loose change in KQ and HFCK.
Back to top
  |
qw25041985
#8 Posted : Thursday, January 06, 2011 8:07:56 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
I am stricly sticking to banks. so i add Co-Op ,K.C.B ,Equity . as a wholesome investor i'll speculate on neveready and access kenya .
Your future depends on your dreams so go to sleep !
Back to top
  |
erifloss
#9 Posted : Thursday, January 06, 2011 9:13:08 PM
Rank: Member

Joined: 6/21/2010
Posts: 514
Location: Nairobi
True financials are riding high but remember that after guys have made money they'll want to spend it probably by upgrading themselves by buying better cars for the ones who have and for the one who dont new ones from CMC or C&G which they'll fuel at kk, light their rural homes built with ARM's cement via kplc, fly to the coast or majuu for holidays on a kq flight, while over there enjoy a cold tusker, a cup of tea or coffee while staying at Serena....
'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
  |
youcan'tstopusnow
#10 Posted : Thursday, January 06, 2011 9:15:49 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
erifloss, where do CMC keep their money? EABL je?
GOD BLESS YOUR LIFE
Back to top
WWW
  |
8 Pages123>»
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 © 2026 Wazua.co.ke. All Rights Reserved.