wazua Tue, Mar 24, 2026
Welcome Guest Search | Active Topics | Log In

2 Pages<12
Stocks to touch....Post Kibaki Era
Options
Previous Topic · Next Topic
Aguytrying
#11 Posted : Wednesday, August 10, 2016 3:01:14 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
This has been my policy. I realised this immediately the new regime took over and posted as such. Ill dig up that thread. it was almost 3 years ago.

agakhan controlled firms. check
Stable international firms. eg stanchart, bamburi
Firms with reputable owner managers (No questionable fishyness so far) eg Equity, I&M, FTGH.

AND diversify if by bad lack you've picked one lemom
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
sparkly
#12 Posted : Wednesday, August 10, 2016 3:33:06 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
The bear has a way of spooking people. Watu waache kuogopa. The market will recover.

Life is short. Live passionately.
Back to top
  |
wukan
#13 Posted : Wednesday, August 10, 2016 3:55:32 PM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
sparkly wrote:
The bear has a way of spooking people. Watu waache kuogopa. The market will recover.



Laughing out loudly Laughing out loudly Laughing out loudly Did you see how the bulls were chewed up? Yesterdays bargains are getting discounted.

The govt is unlikely to start fiscal consolidation until 2018-2019 as the SGR has to go all the way to kisumu. By then the bear will be chewing your dry investment bones. Only go for cash rich firms with manageable debt exposure
Back to top
  |
Sufficiently Philanga....thropic
#14 Posted : Wednesday, August 10, 2016 6:49:13 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
@aguy, your defensive strategy, though not good in a bull market is the way to go in this winter season.
@Sparkly, pick your stocks wisely. Even in the 90s when Arap was PORK, people still made money. Question is what strategy worked then.
@Wukan, i tend to agree with you somewhat. PORK's hands are tied. Should he decide to go expansionary as a jump starting econ tool, USD bulls will run him out of town and he still has these USD2B Eurobond and SGR USD loan repayments to make. Plus he has the other side of the 'coalition' to feedsmile
@SufficientlyP
Back to top
  |
VituVingiSana
#15 Posted : Thursday, August 11, 2016 11:43:09 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Aguytrying wrote:
This has been my policy. I realised this immediately the new regime took over and posted as such. Ill dig up that thread. it was almost 3 years ago.

agakhan controlled firms. check
Stable international firms. eg stanchart, bamburi
Firms with reputable owner managers (No questionable fishyness so far) eg Equity, I&M, FTGH.

AND diversify if by bad lack you've picked one lemom

Stop copying me! Laughing out loudly Laughing out loudly Laughing out loudly I regret not picking up Bamburi earlier. Great dividend with cash in the bank vs ARM.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
Ebenyo
#16 Posted : Friday, August 12, 2016 6:54:38 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
VituVingiSana wrote:
Aguytrying wrote:
This has been my policy. I realised this immediately the new regime took over and posted as such. Ill dig up that thread. it was almost 3 years ago.

agakhan controlled firms. check
Stable international firms. eg stanchart, bamburi
Firms with reputable owner managers (No questionable fishyness so far) eg Equity, I&M, FTGH.

AND diversify if by bad lack you've picked one lemom

Stop copying me! Laughing out loudly Laughing out loudly Laughing out loudly I regret not picking up Bamburi earlier. Great dividend with cash in the bank vs ARM.


ARM-was in financials doldrums the other day.A strategic investor has pumped in cash.I think this is wait and see.
Stanchart-Was struggling with npls recently which ate massively into its profitability.They resorted to asset sales to improve their books.
I can see barclays is trying to get a hold on SME,a step in the right direction.The downside is that we dont know who will buy barclays africa stake.
Bamburi-is in my hit list.I could sell my stake in kcb and buy this one.But the sell price of kcb ni mbaya saa hii.So i will wait.If i get bamburi at 160,that will be a good entry point.Management is good and business is profitable.
If you get Kapchorua,Nmg,Equity,safaricom,Bamburi,Eabl,nse,Unga,kenya re and kk,i think you will be home and dry.Just relax and leave your money to work for you.
Towards the goal of financial freedom
Back to top
  | | Edit by user: Friday, August 12, 2016 7:19 AM | Reason: Not specified
sparkly
#17 Posted : Friday, August 12, 2016 10:30:05 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ebenyo wrote:
VituVingiSana wrote:
Aguytrying wrote:
This has been my policy. I realised this immediately the new regime took over and posted as such. Ill dig up that thread. it was almost 3 years ago.

agakhan controlled firms. check
Stable international firms. eg stanchart, bamburi
Firms with reputable owner managers (No questionable fishyness so far) eg Equity, I&M, FTGH.

AND diversify if by bad lack you've picked one lemom

Stop copying me! Laughing out loudly Laughing out loudly Laughing out loudly I regret not picking up Bamburi earlier. Great dividend with cash in the bank vs ARM.


ARM-was in financials doldrums the other day.A strategic investor has pumped in cash.I think this is wait and see.
Stanchart-Was struggling with npls recently which ate massively into its profitability.They resorted to asset sales to improve their books.
I can see barclays is trying to get a hold on SME,a step in the right direction.The downside is that we dont know who will buy barclays africa stake.
Bamburi-is in my hit list.I could sell my stake in kcb and buy this one.But the sell price of kcb ni mbaya saa hii.So i will wait.If i get bamburi at 160,that will be a good entry point.Management is good and business is profitable.
If you get Kapchorua,Nmg,Equity,safaricom,Bamburi,Eabl,nse,Unga,kenya re and kk,i think you will be home and dry.Just relax and leave your money to work for you.


Safaricom and EABL are expensive.

KCB has better upside than Bamburi IMO.
Life is short. Live passionately.
Back to top
  |
2 Pages<12
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.