KPLC would be a great counter. How about the banking sector? do you think they will continue their great run in 2012, as in over 11 months in 2011 they hit 80Bn in profitability higher than the figure of 72Bn in the whole of 2010. I think they will still be a force to reckon with. Another sector that will deliver is the construction with ARM and Bamburi - regional presence, well defined strategic plan, continued expenditure on infrastructure in the region,competent and consistent management in both companies.

Now that Segman has already informed us what to expect from this co., including the YE results, and the share seems to have absorbed most of this info, will it really rally anytime soon.
Just thinking aloud

I fear most for HFCK.

No one knows really. BUT, I think it really boils down to if you think KK has 'value' at current prices. If you think so, you keep buying. If not you sell. 2 things though:

1. "In the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine"

2. "It isn't as important to buy as cheap as possible as it is to buy at the right time"

Which school of thought do you belong to? 1 or 2? I belong to 1.5

23%

If you're expected to pay kindo 100k per month for 20yrs for a house worth 5m and fetching rent of 20k (expected to go lower soon), how will you survive?