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littledove
#251 Posted : Thursday, May 11, 2017 9:12:07 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
hooverrl wrote:
Horton wrote:
Wow. Anyone watching Centum? Huge demand of late. Currently trading at 39.50.


If it's foreign demand, it may be because of a plug in Value Investor Insight. It's an influential newsletter.

Larry Speidell, who manages a big US-based frontier hedge fund, talked about how Centum is one of his favorite stocks in an interview there last week.

Disclosure: I've got a beneficial interest in Centum shares.


centum have been experiencing net foreign buys especially from may.
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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hooverrl
#252 Posted : Thursday, May 11, 2017 4:36:22 PM
Rank: Member

Joined: 9/9/2006
Posts: 52
Location: USA
Thanks, LittleDove. Helpful info.

Hey Horton, good to know that there are some other Centum believers.smile I'm not a fan of all of its ventures (esp Lamu), but they've got some interesting irons in the fire. And it's tough to ignore the big discount to NAV.

Hi Sparkly. Our biggest bets are on KCB, Safaricom, and Centum. Also have exposure to Jubilee, Kenya Re, KenolKobil, and I&M.

Generally, I think the big banks will do well over the next five years. I wish we had jumped in with both feet a few months ago, but I was still a bit skittish about impact of interest caps and South Sudan. Election might provide another nice buying opportunity.

As appetite for risk grows, I expect insurance companies to do well, too.

How about you? Where are you seeing opportunity?
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Horton
#253 Posted : Thursday, May 11, 2017 6:00:40 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hooverrl wrote:
Thanks, LittleDove. Helpful info.

Hey Horton, good to know that there are some other Centum believers.smile I'm not a fan of all of its ventures (esp Lamu), but they've got some interesting irons in the fire. And it's tough to ignore the big discount to NAV.

Hi Sparkly. Our biggest bets are on KCB, Safaricom, and Centum. Also have exposure to Jubilee, Kenya Re, KenolKobil, and I&M.

Generally, I think the big banks will do well over the next five years. I wish we had jumped in with both feet a few months ago, but I was still a bit skittish about impact of interest caps and South Sudan. Election might provide another nice buying opportunity.

As appetite for risk grows, I expect insurance companies to do well, too.

How about you? Where are you seeing opportunity?


Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.
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hooverrl
#254 Posted : Thursday, May 11, 2017 6:25:36 PM
Rank: Member

Joined: 9/9/2006
Posts: 52
Location: USA
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile
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Ebenyo
#255 Posted : Thursday, May 11, 2017 7:04:31 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@hoover,great to see you here in wazua.i enjoy reading your articles at www.investinginafrica.net even though you never respond to my comments at the end of articles.
@horton,my kcb average is kshs 37.im still a poor buyer but im learning the ropes.i envy your average of kshs 27.you are indeed a good buyer.im trying to follow a TA specialist here called karasinga to improve my buying skills but i dont undetstand his complex graphs.
Towards the goal of financial freedom
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hooverrl
#256 Posted : Thursday, May 11, 2017 7:22:43 PM
Rank: Member

Joined: 9/9/2006
Posts: 52
Location: USA
Ebenyo wrote:
@hoover i enjoy reading your articles at www.investinginafrica.net even though you never respond to my comments at the end of articles.


Anxious

Sorry, Ebenyo! It's nothing personal, I assure you. I often run behind in responding to comments and then they eventually fall off my radar. Feel free to send me a reminder at ryan(at)investinginafrica.net if you haven't gotten a response in a reasonable amount of time.

BTW, I don't understand technical analysis graphs either.
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Horton
#257 Posted : Friday, May 12, 2017 4:07:25 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@Ryan. Thanks.

Sure thing on KNRE added u on facebook. Would love to hear ur perspective here.

@Ebenyo. Im a Value investor (or I would like to think so) I struggle with all that TA stuff and havent really paid much attention to it. Historically, value investing has better returns over the long term.

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Ebenyo
#258 Posted : Friday, May 12, 2017 7:08:24 AM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Horton wrote:
hooverrl wrote:
Horton wrote:

Yeah Im in only 2 listed stocks KCB average 27/- & CENTUM. I had KNRE but sold out recently at a small loss after some soul searching and got into Centum at a 36/- average which I intend to keep for abit.


Wow, well-played on KCB. You got the Shs3.00 div plus the capital gain. +37.0% total return over the past few months. Nice.

Would be interested in your Kenya Re thoughts. But maybe we should move that to another thread. smile


@Ryan. Thanks.

Sure thing on KNRE added u on facebook. Would love to hear ur perspective here.

@Ebenyo. Im a Value investor (or I would like to think so) I struggle with all that TA stuff and havent really paid much attention to it. Historically, value investing has better returns over the long term.



thanks horton,im also in the same boat with you.i take long term positions.
Im in knre so would like to hear what was your take their.Im not in centum because i dont like their attitude towards shareholders.Employees are more important than shareholders their.Would like to add you in facebook.
Towards the goal of financial freedom
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mlennyma
#259 Posted : Friday, May 12, 2017 10:53:20 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Bull
"Don't let the fear of losing be greater than the excitement of winning."
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iris
#260 Posted : Friday, May 12, 2017 12:26:05 PM
Rank: Member

Joined: 9/11/2014
Posts: 228
Location: Nairobi
mlennyma wrote:
Bull


@mlennyma, is it the whole thread or something specific?
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