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Winning Portfolio 2016 & beyond
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nashx
#1 Posted : Monday, May 30, 2016 2:39:07 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
The bear has presented some very good discounts... In the Wazua spirit I wanted to conduct a poll on what stocks one would hold for the best returns in the next 5 years.

My suggestion and average buying price (ABP) thus far:

KenRe: ABP 17.15
Kengen: ABP 6.49
Longhorn: ABP 4.38
Barclays: ABP 10.96
KPLC: ABP 11.49
Williamson: ABP 173

Others I'm considering Centum@38-40 Keno@ 9-10

And yes I admit my portfolio has a lot of govt exposure but I believe at current prices the risk make sense compared to the potential return
Offering my personal finance knowledge for free
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MadDoc
#2 Posted : Monday, May 30, 2016 2:45:26 PM
Rank: Member

Joined: 10/26/2015
Posts: 151
nashx wrote:
The bear has presented some very good discounts... In the Wazua spirit I wanted to conduct a poll on what stocks one would hold for the best returns in the next 5 years.

My suggestion and average buying price (ABP) thus far:

KenRe: ABP 17.15
Kengen: ABP 6.49
Longhorn: ABP 4.38
Barclays: ABP 10.96
KPLC: ABP 11.49
Williamson: ABP 173

Others I'm considering Centum@38-40 Keno@ 9-10

And yes I admit my portfolio has a lot of govt exposure but I believe at current prices the risk make sense compared to the potential return


Nice portfolio. I'd pick prolly one govt dominated stock. I differ on Barclays though. NIC or DTB would be better
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nashx
#3 Posted : Monday, May 30, 2016 2:57:26 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
I agree on NIC (good future) & DTB (quality management & loan book) ...I chose Barclays coz of the dividend yield. At current prices, if I was to advice you between NIC & DTB, NIC seems to have better entry price
Offering my personal finance knowledge for free
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Ebenyo
#4 Posted : Monday, May 30, 2016 3:45:13 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
I only agree with you on kengen and kenya Re.
Longhorn: not a robust biz.Sell bks once a year.Low dividend payout.
Kplc: low dvd with govt bureacracy.
Barclays: uncertain future.
williamson: high PE
Centum:no dvd
kenol: low dvd payout.

My pick
Equity,safaricom,kengen,kcb
Towards the goal of financial freedom
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nashx
#5 Posted : Monday, May 30, 2016 3:49:35 PM
Rank: Member

Joined: 2/28/2014
Posts: 188
Location: Nairobi
Ebenyo wrote:
I only agree with you on kengen and kenya Re.
Longhorn: not a robust biz.Sell bks once a year.Low dividend payout.
Kplc: low dvd with govt bureacracy.
Barclays: uncertain future.
williamson: high PE
Centum:no dvd
kenol: low dvd payout.

My pick
Equity,safaricom,kengen,kcb


Thanks for your contribution...although you should know Williamson has a very low forward PE and one of the highest dividend yields on the NSE.It's only downside is the seasonal nature of its business

Saf bought it at IPO price...never sold..though planning on exiting at 18 in near future
Offering my personal finance knowledge for free
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  | | Edit by user: Monday, May 30, 2016 3:52 PM | Reason: Not specified
guru267
#6 Posted : Monday, May 30, 2016 3:51:30 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
My NSE is:

Kengen: ABP 6.05
Kenya re: ABP 17.96
HFC: ABP 19.73

I am now looking for Centum entry point.
Mark 12:29
Deuteronomy 4:16
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murchr
#7 Posted : Monday, May 30, 2016 4:10:46 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
guru267 wrote:
My NSE is:

Kengen: ABP 6.05
Kenya re: ABP 17.96
HFC: ABP 19.73

I am now looking for Centum entry point.


Guru why Centum?
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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Ericsson
#8 Posted : Monday, May 30, 2016 6:14:10 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
I am watching Barclays to see who buys the PLC stake.
If its an aggressive institutional investor or private equity jump in very fast like a fish is to water
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#9 Posted : Monday, May 30, 2016 7:17:32 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Ericsson wrote:
I am watching Barclays to see who buys the PLC stake.
If its an aggressive institutional investor or private equity jump in very fast like a fish is to water

rumours have it that it will be bought by ABSA
Towards the goal of financial freedom
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enyands
#10 Posted : Monday, May 30, 2016 7:27:37 PM
Rank: Elder

Joined: 12/25/2014
Posts: 2,301
Location: kenya
Ebenyo wrote:
Ericsson wrote:
I am watching Barclays to see who buys the PLC stake.
If its an aggressive institutional investor or private equity jump in very fast like a fish is to water

rumours have it that it will be bought by ABSA


Happy to say that opus dei mentioned that cbk ain't no flower girls .cbk should be involved though I wish kenyans would be given a chance first before big investors .
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