wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

21 Pages«<34567>»
Bear 2015 Wish List
Options
Previous Topic · Next Topic
Aguytrying
#41 Posted : Tuesday, August 18, 2015 11:47:15 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
nashx wrote:
S.Mutaga III wrote:
My wish list is as follows:
Unga - Any price below 40
Kenol Kobil - Any price below 8.50
Longhorn - Any price below 6.00
All above P/E's are below 7 and the growth rate in profitability of all the three companies since 2013 is tremendous. My Buying spree starts tomorrow if my prices are met.


@ S.Mutaga III I like the list above...you changed your mind on Kenya Re?


A nice sober list. You mean unga at below 40 has a pe of 7? Interesting.
On longhorn following the listing overvaluation this could be the best time to buy when no one is interested.
KK is a no brainer
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
Pesa Nane
#42 Posted : Tuesday, August 18, 2015 3:39:02 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Aguytrying wrote:
nashx wrote:
S.Mutaga III wrote:
My wish list is as follows:
Unga - Any price below 40
Kenol Kobil - Any price below 8.50
Longhorn - Any price below 6.00
All above P/E's are below 7 and the growth rate in profitability of all the three companies since 2013 is tremendous. My Buying spree starts tomorrow if my prices are met.


@ S.Mutaga III I like the list above...you changed your mind on Kenya Re?


A nice sober list. You mean unga at below 40 has a pe of 7? Interesting.
On longhorn following the listing overvaluation this could be the best time to buy when no one is interested.
KK is a no brainer


Unga fundamentals a week ago (D&B, 12.08.2015)
Share Price: Ksh. 45
Real EPS: 3.65
Trailing EPS: 5.10
P/E: 12.3
Trailing P/E: 8.8
NAV per share: 46.09
P/B: 1.0
Issued Shares: 75,708,873
Dividend Yield: 1.67
DPS: 0.75
% Retention Rate: 79.45
% Growth: 10.80
PEG (actual): 1.14
Mkt Cap: 3,406,899,285
Shareholders Equity: 3,489,545,000
PAT: 474,495,000
ROE: 13.60

Feel free to price in the one-off sale of Bullpak
Pesa Nane plans to be shilingi when he grows up.
Back to top
  |
Othelo
#43 Posted : Tuesday, August 25, 2015 12:33:14 PM
Rank: User

Joined: 1/20/2014
Posts: 3,528
Slowly we are getting there...... my KCB has reached but greed is killing me so i will hold on!!!
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
Back to top
  |
Fyatu
#44 Posted : Tuesday, August 25, 2015 1:18:47 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
How i wish the mauling will continue relentlesslyDrool Hata kama ni loan tutachukua
Dumb money becomes dumb only when it listens to smart money
Back to top
  |
Aguytrying
#45 Posted : Tuesday, August 25, 2015 1:19:33 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Aguytrying wrote:
The bear is upon us! Emotions play a significant role in choosing what to buy and at what price. We all know the temptation to bottom fish to get the lowest prices, but its difficult to achieve.

Then there's the pain of being left by a share after a failed bottom fishing manoeuvre.

In light of this I've come up with a systematic way of buying this time round.
Using a P|E range of between 7-5.5 and EPS of 2014 or 2013 where necessary. Here is MY wishlist. There are many other good shares, ill be sticking with these for now.

STOCK EPS TARGET PRICE PE 5.5-7

EQUITY 4.63 25-33
KCB 5.63 30-40
NIC 7.07 38-49
NSE 2.13 12-15
DTB 21.92 120-154
HFCK 2.75 15-20

JUBILEE 48 264-340
PAN AFRICA 6.05 33-43

SAFARICOM 0.8 8-10(10-12 PE)
NATION 13.1 72-100 (unlikely)
TPS SERENA 3.45 20-25 (2013 EPS)

BAMBURI 9.80 98-130
KENOL KOBIL 0.74 5-7 (6.7-9.5 PE)
EABL 11.31 113- 170(10-15 PE)
ARM 3.01 30-45
BAT 42.55 300-450
CROWN PAINTS 3.01 17-21
FLAME TREE 0.99 6-7
BOC 11.76 65-85

The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
Aguytrying
#46 Posted : Tuesday, August 25, 2015 1:22:26 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@othelo. As you can see for me kcb buying range is below 40.00. At that point Trailing pe of 7.00!!
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
Othelo
#47 Posted : Tuesday, August 25, 2015 3:15:12 PM
Rank: User

Joined: 1/20/2014
Posts: 3,528
ARM ........ whah interesting. Last year SIB had a sell recommnedation @ 85 bob that likely to touch 55bob. Didnt look feasible then!!! Has been breached now!
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
Back to top
  |
sl8r
#48 Posted : Wednesday, August 26, 2015 7:42:30 PM
Rank: New-farer

Joined: 5/20/2010
Posts: 69
What about uchumi, they look like they are tidying with a seasoned manager
http://www.businessdaily.../-/d18oybz/-/index.html

Good price too at 7.75
Back to top
  |
lochaz-index
#49 Posted : Tuesday, September 01, 2015 4:58:35 PM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Aguytrying wrote:
Aguytrying wrote:
The bear is upon us! Emotions play a significant role in choosing what to buy and at what price. We all know the temptation to bottom fish to get the lowest prices, but its difficult to achieve.

Then there's the pain of being left by a share after a failed bottom fishing manoeuvre.

In light of this I've come up with a systematic way of buying this time round.
Using a P|E range of between 7-5.5 and EPS of 2014 or 2013 where necessary. Here is MY wishlist. There are many other good shares, ill be sticking with these for now.

STOCK EPS TARGET PRICE PE 5.5-7

EQUITY 4.63 25-33
KCB 5.63 30-40
NIC 7.07 38-49
NSE 2.13 12-15
DTB 21.92 120-154
HFCK 2.75 15-20

JUBILEE 48 264-340
PAN AFRICA 6.05 33-43

SAFARICOM 0.8 8-10(10-12 PE)
NATION 13.1 72-100 (unlikely)
TPS SERENA 3.45 20-25 (2013 EPS)

BAMBURI 9.80 98-130
KENOL KOBIL 0.74 5-7 (6.7-9.5 PE)
EABL 11.31 113- 170(10-15 PE)
ARM 3.01 30-45
BAT 42.55 300-450
CROWN PAINTS 3.01 17-21
FLAME TREE 0.99 6-7
BOC 11.76 65-85



Good list. But considering the half year results that have already been announced where less than 10% of the firms are doing > than 10 % earnings growth...it would be nice to factor that eps shaving in your price target computations since most will dissapoint even more come next year.

The feedback loop on the harsh economic conditions is not yet complete till the bankers bleed out with poorer interest income numbers. Right now most of them are still dancing on other sectors graves.



The main purpose of the stock market is to make fools of as many people as possible.
Back to top
  |
enyands
#50 Posted : Tuesday, September 01, 2015 5:09:30 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
lochaz-index wrote:
Aguytrying wrote:
Aguytrying wrote:
The bear is upon us! Emotions play a significant role in choosing what to buy and at what price. We all know the temptation to bottom fish to get the lowest prices, but its difficult to achieve.

Then there's the pain of being left by a share after a failed bottom fishing manoeuvre.

In light of this I've come up with a systematic way of buying this time round.
Using a P|E range of between 7-5.5 and EPS of 2014 or 2013 where necessary. Here is MY wishlist. There are many other good shares, ill be sticking with these for now.

STOCK EPS TARGET PRICE PE 5.5-7

EQUITY 4.63 25-33
KCB 5.63 30-40
NIC 7.07 38-49
NSE 2.13 12-15
DTB 21.92 120-154
HFCK 2.75 15-20

JUBILEE 48 264-340
PAN AFRICA 6.05 33-43

SAFARICOM 0.8 8-10(10-12 PE)
NATION 13.1 72-100 (unlikely)
TPS SERENA 3.45 20-25 (2013 EPS)

BAMBURI 9.80 98-130
KENOL KOBIL 0.74 5-7 (6.7-9.5 PE)
EABL 11.31 113- 170(10-15 PE)
ARM 3.01 30-45
BAT 42.55 300-450
CROWN PAINTS 3.01 17-21
FLAME TREE 0.99 6-7
BOC 11.76 65-85



Good list. But considering the half year results that have already been announced where less than 10% of the firms are doing > than 10 % earnings growth...it would be nice to factor that eps shaving in your price target computations since most will dissapoint even more come next year.

The feedback loop on the harsh economic conditions is not yet complete till the bankers bleed out with poorer interest income numbers. Right now most of them are still dancing on other sectors graves.





What's your proposed list Sir according to your analysis
Back to top
  |
21 Pages«<34567>»
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.