@vitu..

i agree with you on kenol, and agric stocks..

KPLC..news of drought in some parts of kenya have begun..eastern province missed out on short rains.. but that's for another day..the only thing workibg for KPLC is the "moratorium" (sic) that Kengen cannot hike prices it charges on elec eventhough generating costs are increasingly going up.. how long do you think KPLC will enjoy this? plus labour union's call sometime back to push salary/wage negotiations to this year? Take a look at kplc's wage bill..plus it does not help them after reportin massive profits to deny salary/wage increase..

On matters KQ.. Naikuni has swept labour costs under the rag with the excuse.."KQ is in dire straits and cannot afford wage increases." how long will this persist if things are as rosy as you predict?

Again on KQ.. read thro threads in erstwhile SK upto 2007..and nothing has changed..promisory predictions of greater future?

This year they will do well..probably.. but my investment plan that considers 3-year average growth of 15% does not allow.. Plus hedging is not their core business.(growth is pegged on operational margins)

VVS, kwani UNGA ulitupa?

@VituVingiSana, the measure of a man...

It's not lost on me that 3/4 of your 2011 stock picks are the same as those you picked in 2010. And you delivered in all your predictions. Such a different approach from the @stocksmaster and you met your objectives. Kudos!


And it's a new year 2011; you've added KenolKobil to the gravy train, while still expecting most growth from WTK. Best wishes.

And after that first time interim dividend from WTK the price now touches 218,and i feel we are far from where we should be.

Interesting picks @vvs. My 2011 portfolio which I acquired 4thQ of 2010 is very conservative and safe. Experience has taught me to stay off the streets when the bull is charging so no buying at this time.
For 2011 I have BBK, KK and KPLC. So far so very good.