wazua Fri, Mar 27, 2026
Welcome Guest Search | Active Topics | Log In

2 Pages<12
NSE High Dividend Yield Counters
PKoli
#11 Posted : Monday, May 09, 2011 2:58:29 AM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
@Mzee Young,

You seem to have bailed out of ARM, any reasons? That used to be one of your favourite stocks
Cde Monomotapa
#12 Posted : Monday, May 09, 2011 6:34:55 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
Cde Monomotapa wrote:
Safcom?wouldn't count on it..KCB's yield is what can be relied upon.

And speaking of KCB, today is the books closure date. Do you see it testing new heights by the close of the day?

Let's wait & see..the trend will be closely monitored from base.
young
#13 Posted : Monday, May 09, 2011 11:48:49 AM
Rank: Elder

Joined: 6/20/2007
Posts: 2,075
Location: Lagos, Nigeria
Yes @Pkoli I switched from ARM to BAMB after a long ride with ARM as I see more room for growth for BAMB on the long term coupled with the fact that their dividend yield is higher.

Regards
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
Wendz
#14 Posted : Monday, May 09, 2011 12:26:59 PM
Rank: Elder

Joined: 6/19/2008
Posts: 4,268
young wrote:
Yes @Pkoli I switched from ARM to BAMB after a long ride with ARM as I see more room for growth for BAMB on the long term coupled with the fact that their dividend yield is higher.

Regards


Do you think the issues this company is having with NSSF (being one of the largest investors there and threatening to dump the share) will have a major impacts on the price?

Total.... I find this share very hard to excite.... Its price movements are too stiff for one to be able to play.... even in the long term... For the last 10 years, the highest it has gone up is 58 or so and that was in 2004 before i knew what the NSE was all about! Dividends have been 1bob for the last two years.... You got to have the patience of a hawk if you expect this share to make you rich....
PKoli
#15 Posted : Monday, May 09, 2011 2:26:40 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
young wrote:
Yes @Pkoli I switched from ARM to BAMB after a long ride with ARM as I see more room for growth for BAMB on the long term coupled with the fact that their dividend yield is higher.

Regards


Mzee Young,

In terms of prospects, I see more growth from ARM:

-Capacity expansion in Kenya and Ug
-Use of their own clinker
-Diversification of business

I would compare ARM to Local Banks like Equity, while Bamburi, I would equate to Barclays Bank of Kenya
young
#16 Posted : Monday, May 09, 2011 10:51:54 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,075
Location: Lagos, Nigeria
Different strokes to different folks madam @wendz and dear @Pkoli.

My investment objective in your NSE is income and therefore whatever dividend that is declared is more important to me than the lateral growth of the stock.

Be aware I am a non resident investor and I am not all that young as my name portrays coupled with my recent deep exposure to real estate as a leverage and other markets. Investing on the long term in African markets is the best approach from my point of view. That not witstanding I speculate on foreign (Outside Africa) stocks but purely on Resource counters (Gold and Oil) which is very factual and more predictable.

You may be younger, you may not have all the exposure that I have so it is easy to concentrate on your local bourse and a handful of others.

The confusion in BAMB for now opens a buying opportunity for long termers. BAMB returned a total dividend of 8.25 bob on 168 bob price. ARM returned 1.25 bob on circa 170 price. For long termers BAMB is better for those for capital gain, ARM is superb. Hope you are aware that BAMB returned lower PBT than previous year !


Yes Total is dull for my liking. I do not hold any position in Total.

I disagree with you on BBK. Ask those who bought say 100 units of BBK in 2001 what multiples it has grown in terms of bonuses, splits and dividends.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
2 Pages<12
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.

Copyright © 2026 Wazua.co.ke. All Rights Reserved.