@guru267thank you for the advice & the other honourable wazurians. Infact, i will get rid of sasini & kengen n report back say in a wks time. The i'll get more into KQ, safaricon & any other u may advice. I quite 4got 2ask about CMC. They sold quite a number of cars to Uhuru but they dont seem 2b making headways much. Will they in the medium term? Buy or sell now? What about the cable guys? there was a time that share was hot too ... betcha some of ya fellas made good ol' killin' those days ...

@guru
People didn't just wake up one day and decided to fight. It was planned long before. The reason I say it was tribal is for the obvious reason that the militia were organised in tribal groupings. If you read the reports, no two tribes joined forces. There was nothing political in 2008, let's not confuse tribal chiefs for politicians. Politicians fight for agendas and beliefs not self gratification.

Ooops! This threads is turning into politics. My apologies, let's go back to the issue at hand.

@VVS the threat of mitumba has always been there but in the last 3 or so years it has really grown(just move around nai, kisumu and nakuru)...and thats why i dont see GROWTH in profits unless the wages of wanjikus goes up... but CMC does have its part of market
i agree with the agric. and construction equipment but are these really significant to the p&l????

@VVS it was a question!! CMC is not really a company of my interest so i'm not so together with the figures or sources of revenue..
but i was just trying to help @cicero from a macroeconomic point of view.. thats why i insisted research should be done into facts and figures...

@mkono i agree safcom looks really highly priced right now but you're thinking like a value investor what your not considering is that it has a very high projected growth curve because of the massive investments its been carrying out for the last two years so its a darling for growth investors...

if you are looking 5 years out this still remains as a perfect play.. and if foreigners kill it in 2011.. that just becomes more buying oppurtunity for me...