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> 10 % Dividend Yield........my new yard stick in NSE stock picking
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stocksmaster
#61 Posted : Friday, July 06, 2012 1:33:58 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
@ CNN: The payday for KK is only 2-3 months away and will be 25% greater than if i cashed in now.
KCB will most probably remain in the Ksh 23-25 range within this period (8-10% upside within 2-3 months).

The dramatic rise in price for KCB to the 40's will be achieved in 2013 based on an EPS > Ksh 4.00 and after the elections are done and dusted smoothly.

@ PKoli: Rea Vipingo has multiple advantages which include: The land (about 70,000 acres in total spread over 2 countries); Decent dividends (almost 7% yield at current prices); Business diversification to horticulture - the planting of higher value crops should have a dramatic effect on their revenue especially from 2013 onwards; Price stagnation - the technical analysts will tell you the price has stagnated at the Ksh 15-16 for too long and is destined for a break out.....(Hisah,QW....am i on point??).

@ Young: What is holding KCB back (and the whole NSE in general) is the forthcoming elections within the next 9 months. A price explosion after elections is guranteed.......KCB with a dividend payment of about 50% out of profits and growing an EPS at > 20% annually should ideally be trading at a P/E of not less than 10.
On Rea Vipingo.......demand has been 10 times the supply for more than 2 weeks. The share price is going north for sure.

Happy Hunting...
x handle: @stocksmaster79
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  | | Edit by user: Saturday, July 07, 2012 10:29 AM | Reason: Not specified
hisah
#62 Posted : Friday, July 06, 2012 2:22:59 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@stockmaster - REA has been stuck in that price range for too long. Going into month 7?! The only stock that does that is a suspended one! Definitely a breakout is looming. Since Jan it rallied from 13.50 to 17.50 and has not posted a lower low, the price most likely will head up. A break of 17.50 will see a retest of 20 - 2011 high. There's a time this stock used to trade at 30 back in 2007...

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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stocksmaster
#63 Posted : Friday, July 06, 2012 2:49:27 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
hisah wrote:
@stockmaster - REA has been stuck in that price range for too long. Going into month 7?! The only stock that does that is a suspended one! Definitely a breakout is looming. Since Jan it rallied from 13.50 to 17.50 and has not posted a lower low, the price most likely will head up. A break of 17.50 will see a retest of 20 - 2011 high. There's a time this stock used to trade at 30 back in 2007...



@ Hisah: Thank you for that technical analysis. The upward movement of the share price seems to be supported by both technical analysis and fundamental analysis.......a rare occurence at Wazua!!! The accumulating demand points to the share testing those 2011 highs of Ksh 20.

Happy Hunting.
x handle: @stocksmaster79
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guru267
#64 Posted : Friday, July 06, 2012 9:53:35 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
I agree with sentiments on REA vipingo.. It is way too cheap @ 16bob...

I may even consider a position in it!
Mark 12:29
Deuteronomy 4:16
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PKoli
#65 Posted : Friday, July 06, 2012 10:20:27 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
stocksmaster wrote:
@ CNN: The payday for KK is only 2-3 months away and will be 25% greater than if i cashed in now.
KCB will most probably remain in the Ksh 23-25 range within this period (8-10% upside within 2-3 months).

The dramatic rise in price for KCB to the 40's will be achieved in 2013 based on an EPS > Ksh 4.00 and after the elections are done and dusted smoothly.

@ PKoli: Rea Vipingo has multiple advantages which include: The land (about 70,000 acres in total spread over 2 countries); Decent dividends (almost 7% yield at current prices); Business diversification to horticulture - the planting of higher value crops should have a dramatic effect on their revenue especially from 2013 onwards; Price stagnation - the technical analysts will tell you the price has stagnated at the Ksh 15-16 for too long and is destined for a break out.....(Hisah,QW....am i on point??).

@ Young: What is holding KCB back (and the whole NSE in general) is the forthcoming elections within the next 9 months. A price explosion after elections is guranteed.......KCB with a dividend payment of about 50% out of profits and growing an EPS at > 20% annually should ideally be trading at a P/E of not less than 10.
On Rea Vipingo.......demand has been 10 times the supply for more than 2 weeks. The share price is going north for sure.

Happy Hunting.


Many thanks Stockmaster for your views on the three stocks. I was once a great admirer of REA and my basis was on the vast land. I got bored and opted out when the stock stagnated at the same price for too long. At one point it was too illiquid that one would be lucky to get 2000 in a week. I think the greatest game changer for REA is the diversification.
On KCB, I have always maintained at P/e of 10 and this is my dream stock.

KK, I must admit, I went in through euphoria, but no regrets.
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PKoli
#66 Posted : Friday, July 06, 2012 10:22:38 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
stocksmaster wrote:
@ CNN: The payday for KK is only 2-3 months away and will be 25% greater than if i cashed in now.
KCB will most probably remain in the Ksh 23-25 range within this period (8-10% upside within 2-3 months).

The dramatic rise in price for KCB to the 40's will be achieved in 2013 based on an EPS > Ksh 4.00 and after the elections are done and dusted smoothly.

@ PKoli: Rea Vipingo has multiple advantages which include: The land (about 70,000 acres in total spread over 2 countries); Decent dividends (almost 7% yield at current prices); Business diversification to horticulture - the planting of higher value crops should have a dramatic effect on their revenue especially from 2013 onwards; Price stagnation - the technical analysts will tell you the price has stagnated at the Ksh 15-16 for too long and is destined for a break out.....(Hisah,QW....am i on point??).

@ Young: What is holding KCB back (and the whole NSE in general) is the forthcoming elections within the next 9 months. A price explosion after elections is guranteed.......KCB with a dividend payment of about 50% out of profits and growing an EPS at > 20% annually should ideally be trading at a P/E of not less than 10.
On Rea Vipingo.......demand has been 10 times the supply for more than 2 weeks. The share price is going north for sure.

Happy Hunting.


Many thanks Stockmaster for your views on the three stocks. I was once a great admirer of REA and my basis was on the vast land. I got bored and opted out when the stock stagnated at the same price for too long. At one point it was too illiquid that one would be lucky to get 2000 in a week. I think the greatest game changer for REA is the diversification.
On KCB, I have always maintained at P/e of 10 and this is my dream stock.

KK, I must admit, I went in through euphoria, but no regrets.
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stocksmaster
#67 Posted : Wednesday, July 11, 2012 11:33:16 AM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
guru267 wrote:
I agree with sentiments on REA vipingo.. It is way too cheap @ 16bob...

I may even consider a position in it!


@ Guru267: It seems the supply is diminishing as the demand is building up. Hope you took a position as the price is about to undergo a take off.

Happy Hunting....
x handle: @stocksmaster79
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  | | Edit by user: Thursday, July 12, 2012 10:59 AM | Reason: Not specified
Wondergirl
#68 Posted : Monday, July 23, 2012 9:41:38 AM
Rank: Member

Joined: 9/12/2009
Posts: 312
stocksmaster wrote:
@ CNN: The payday for KK is only 2-3 months away and will be 25% greater than if i cashed in now.
KCB will most probably remain in the Ksh 23-25 range within this period (8-10% upside within 2-3 months).

The dramatic rise in price for KCB to the 40's will be achieved in 2013 based on an EPS > Ksh 4.00 and after the elections are done and dusted smoothly.

@ PKoli: Rea Vipingo has multiple advantages which include: The land (about 70,000 acres in total spread over 2 countries); Decent dividends (almost 7% yield at current prices); Business diversification to horticulture - the planting of higher value crops should have a dramatic effect on their revenue especially from 2013 onwards; Price stagnation - the technical analysts will tell you the price has stagnated at the Ksh 15-16 for too long and is destined for a break out.....(Hisah,QW....am i on point??).

@ Young: What is holding KCB back (and the whole NSE in general) is the forthcoming elections within the next 9 months. A price explosion after elections is guranteed.......KCB with a dividend payment of about 50% out of profits and growing an EPS at > 20% annually should ideally be trading at a P/E of not less than 10.
On Rea Vipingo.......demand has been 10 times the supply for more than 2 weeks. The share price is going north for sure.

Happy Hunting...



Stockmaster/ madam Guru,
Is it too late to get into KCB.
(In the medium term...)
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mwekez@ji
#69 Posted : Monday, July 23, 2012 9:55:13 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Citi, in its report titled "Don't get caught when the music stops", gave the following ratings to the 2 banks that were singled out in the report:

KCB - Neutral, Fair Price - KES 23
Equity - Sell, Fair Price - KES 17.

Stockmaster/Guru, whats your take those ratings
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FUNKY
#70 Posted : Monday, July 23, 2012 11:15:40 AM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
Rea Vipingo have already reached 17.30/- today although volumes have been thin
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