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Aguytrying		#191 Posted : Sunday, March 19, 2017 10:15:53 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		Fyatu wrote: STOCK EPS TARGET PRICE PE 5.5-7 MARCH 16 2017 prices EQUITY 4.63 25-33 27.75 KCB 5.63 30-40 29.25 NIC 7.07 38-49 22.75 NSE 2.13 12-15 11.20 DTB 21.92 120-154 107 HFCK 2.75 15-20 11.40 JUBILEE 48 264-340 485 PAN AFRICA 6.05 33-43 27.75 SAFARICOM 0.8 8-10(10-12 PE) 17.55 NATION 13.1 72-100 (unlikely) 85 TPS SERENA 3.45 20-25 (2013 EPS) BAMBURI 9.80 98-130 147 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 12.85 EABL 11.31 113- 170(10-15 PE) 218 ARM 3.01 30-45 19.20 BAT 42.55 300-450 858.00 CROWN PAINTS 3.01 17-21 42.00 FLAME TREE 0.99 6-7 4.50 BOC 11.76 65-85 81.00 DEACONS 3.85 ............but money is scarce Buy buy buy. A defining moment for stocks investors The investor's chief problem - and even his worst enemy - is likely to be himself
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beesknees		#192 Posted : Monday, March 20, 2017 12:59:05 AM
Rank: Hello Joined: 12/27/2013 Posts: 7 Location: Nairobi		Aguytrying wrote: Fyatu wrote: STOCK EPS TARGET PRICE PE 5.5-7 MARCH 16 2017 prices EQUITY 4.63 25-33 27.75 KCB 5.63 30-40 29.25 NIC 7.07 38-49 22.75 NSE 2.13 12-15 11.20 DTB 21.92 120-154 107 HFCK 2.75 15-20 11.40 JUBILEE 48 264-340 485 PAN AFRICA 6.05 33-43 27.75 SAFARICOM 0.8 8-10(10-12 PE) 17.55 NATION 13.1 72-100 (unlikely) 85 TPS SERENA 3.45 20-25 (2013 EPS) BAMBURI 9.80 98-130 147 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 12.85 EABL 11.31 113- 170(10-15 PE) 218 ARM 3.01 30-45 19.20 BAT 42.55 300-450 858.00 CROWN PAINTS 3.01 17-21 42.00 FLAME TREE 0.99 6-7 4.50 BOC 11.76 65-85 81.00 DEACONS 3.85 ............but money is scarce Buy buy buy. A defining moment for stocks investors @Aguytrying, do you believe the market has bottomed out or do you expect further downtrend?
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Aguytrying		#193 Posted : Tuesday, July 04, 2017 2:18:26 PM
Rank: Elder Joined: 7/11/2010 Posts: 5,040		beesknees wrote: Aguytrying wrote: Fyatu wrote: STOCK EPS TARGET PRICE PE 5.5-7 MARCH 16 2017 prices EQUITY 4.63 25-33 27.75 KCB 5.63 30-40 29.25 NIC 7.07 38-49 22.75 NSE 2.13 12-15 11.20 DTB 21.92 120-154 107 HFCK 2.75 15-20 11.40 JUBILEE 48 264-340 485 PAN AFRICA 6.05 33-43 27.75 SAFARICOM 0.8 8-10(10-12 PE) 17.55 NATION 13.1 72-100 (unlikely) 85 TPS SERENA 3.45 20-25 (2013 EPS) BAMBURI 9.80 98-130 147 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 12.85 EABL 11.31 113- 170(10-15 PE) 218 ARM 3.01 30-45 19.20 BAT 42.55 300-450 858.00 CROWN PAINTS 3.01 17-21 42.00 FLAME TREE 0.99 6-7 4.50 BOC 11.76 65-85 81.00 DEACONS 3.85 ............but money is scarce Buy buy buy. A defining moment for stocks investors @Aguytrying, do you believe the market has bottomed out or do you expect further downtrend? Been away for some time. The whole point of this was to avoid guess work on bottoming or not bottoming out! The list helped me buy so many shares cheaply. I hope it helped others. Avoid bottom fishing is the message. put your eyes on value ONLY. I note that pan africa, FTGH and nation is still in range for would be buyers. The investor's chief problem - and even his worst enemy - is likely to be himself
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mamilli		#194 Posted : Monday, September 25, 2017 10:25:32 PM
Rank: Member Joined: 10/6/2015 Posts: 249 Location: Nairobi		sparkly wrote: VituVingiSana wrote: Fyatu wrote: Angelica _ann wrote: FLAME TREE, time to buy is now A question to @Aguy, @VVS and @Angelica_ann....why flame tree? What are you seeing that i am not seeing? I see value. Not an easy path for FTGH to follow. Relatively low PER and high PB. I am waiting for 1H results. Odds of making a fortune by buying into newly listed micro Caps are firmly stacked against the minority shareholder. Speaking from experience in Access Kenya, Olympia, Eveready. @vvs i see you were bitten but not yet shy. @sparkly,do you still hold the same view or FTGH could be an outlier here? Never lose your position in a bull market,BTFD.
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obiero		#195 Posted : Tuesday, September 26, 2017 7:14:42 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		mamilli wrote: sparkly wrote: VituVingiSana wrote: Fyatu wrote: Angelica _ann wrote: FLAME TREE, time to buy is now A question to @Aguy, @VVS and @Angelica_ann....why flame tree? What are you seeing that i am not seeing? I see value. Not an easy path for FTGH to follow. Relatively low PER and high PB. I am waiting for 1H results. Odds of making a fortune by buying into newly listed micro Caps are firmly stacked against the minority shareholder. Speaking from experience in Access Kenya, Olympia, Eveready. @vvs i see you were bitten but not yet shy. @sparkly,do you still hold the same view or FTGH could be an outlier here? A good company but takataka stock similar to City Trust in its former state.. Only the majority owners really know what direction to take the stock.. Others will be observers KQ ABP 4.26
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mamilli		#196 Posted : Tuesday, September 26, 2017 9:34:32 AM
Rank: Member Joined: 10/6/2015 Posts: 249 Location: Nairobi		obiero wrote: mamilli wrote: sparkly wrote: VituVingiSana wrote: Fyatu wrote: Angelica _ann wrote: FLAME TREE, time to buy is now A question to @Aguy, @VVS and @Angelica_ann....why flame tree? What are you seeing that i am not seeing? I see value. Not an easy path for FTGH to follow. Relatively low PER and high PB. I am waiting for 1H results. Odds of making a fortune by buying into newly listed micro Caps are firmly stacked against the minority shareholder. Speaking from experience in Access Kenya, Olympia, Eveready. @vvs i see you were bitten but not yet shy. @sparkly,do you still hold the same view or FTGH could be an outlier here? A good company but takataka stock similar to City Trust in its former state.. Only the majority owners really know what direction to take the stock.. Others will be observers Roger that elder. Never lose your position in a bull market,BTFD.
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VituVingiSana		#197 Posted : Tuesday, September 26, 2017 11:52:54 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		obiero wrote: mamilli wrote: sparkly wrote: VituVingiSana wrote: Fyatu wrote: Angelica _ann wrote: FLAME TREE, time to buy is now A question to @Aguy, @VVS and @Angelica_ann....why flame tree? What are you seeing that i am not seeing? I see value. Not an easy path for FTGH to follow. Relatively low PER and high PB. I am waiting for 1H results. Odds of making a fortune by buying into newly listed micro Caps are firmly stacked against the minority shareholder. Speaking from experience in Access Kenya, Olympia, Eveready. @vvs i see you were bitten but not yet shy. @sparkly,do you still hold the same view or FTGH could be an outlier here? A good company but takataka stock similar to City Trust in its former state.. Only the majority owners really know what direction to take the stock.. Others will be observers I am NOT comparing FTGH to City Trust since CT was merely holding firm for I&M shares. Those who saw the light did well since buying CT was like buying (unlisted) I&M shares at a discount. FTGH is not Centum or Berkshire but is starting to pick up disparate firms in different sectors. Will it work? [I am conflicted but I do own some shares though it is NOT a core investment for me.] A strategy could be similar to Centum/Berkshire which involves buying BUSINESSES that can grow without the need for intense managerial input from FTGH. FTGH had a "food division" which acquired Chirag Foods. There are probably issues regarding Nakumatt & Uchumi just like many other manufacturers. Beauty Division: There was an existing line [Zoe] but acquiring Suzie means going upmarket. I plan to visit one of the in-mall shops. I think there's one at Two Rivers. Plastic Tanks: The original business. Commoditized but needed as Kenya develops. Polyplay: Seems similar to the tanks business as far as manufacturing is concerned BUT very different in concept and marketing. Can FTGH restructure, nurture, grow and then sell these businesses [like Centum] or convert them into cash-cows [like Berkshire]? Any investor in this firm has to watch it carefully. It may pay off BUT manufacturing is a TOUGH business in Kenya. Warren Buffett - “I try to buy stock in businesses that are so wonderful that an idiot can run them. Because sooner or later, one will.” Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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mamilli		#198 Posted : Tuesday, October 31, 2017 10:35:45 AM
Rank: Member Joined: 10/6/2015 Posts: 249 Location: Nairobi		Aguytrying wrote: beesknees wrote: Aguytrying wrote: Fyatu wrote: STOCK EPS TARGET PRICE PE 5.5-7 MARCH 16 2017 prices EQUITY 4.63 25-33 27.75 KCB 5.63 30-40 29.25 NIC 7.07 38-49 22.75 NSE 2.13 12-15 11.20 DTB 21.92 120-154 107 HFCK 2.75 15-20 11.40 JUBILEE 48 264-340 485 PAN AFRICA 6.05 33-43 27.75 SAFARICOM 0.8 8-10(10-12 PE) 17.55 NATION 13.1 72-100 (unlikely) 85 TPS SERENA 3.45 20-25 (2013 EPS) BAMBURI 9.80 98-130 147 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 12.85 EABL 11.31 113- 170(10-15 PE) 218 ARM 3.01 30-45 19.20 BAT 42.55 300-450 858.00 CROWN PAINTS 3.01 17-21 42.00 FLAME TREE 0.99 6-7 4.50 BOC 11.76 65-85 81.00 DEACONS 3.85 ............but money is scarce Buy buy buy. A defining moment for stocks investors @Aguytrying, do you believe the market has bottomed out or do you expect further downtrend? Been away for some time. The whole point of this was to avoid guess work on bottoming or not bottoming out! The list helped me buy so many shares cheaply. I hope it helped others. Avoid bottom fishing is the message. put your eyes on value ONLY. I note that pan africa, FTGH and nation is still in range for would be buyers. Well,a clarion call was made,few heeded.Only 20% of the of the above counters overshot the lower end of the range.However its still not too late. Never lose your position in a bull market,BTFD.
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sparkly		#199 Posted : Monday, March 16, 2020 4:56:14 PM
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi		mamilli wrote: Aguytrying wrote: beesknees wrote: Aguytrying wrote: Fyatu wrote: STOCK EPS TARGET PRICE PE 5.5-7 MARCH 16 2017 prices EQUITY 4.63 25-33 27.75 KCB 5.63 30-40 29.25 NIC 7.07 38-49 22.75 NSE 2.13 12-15 11.20 DTB 21.92 120-154 107 HFCK 2.75 15-20 11.40 JUBILEE 48 264-340 485 PAN AFRICA 6.05 33-43 27.75 SAFARICOM 0.8 8-10(10-12 PE) 17.55 NATION 13.1 72-100 (unlikely) 85 TPS SERENA 3.45 20-25 (2013 EPS) BAMBURI 9.80 98-130 147 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 12.85 EABL 11.31 113- 170(10-15 PE) 218 ARM 3.01 30-45 19.20 BAT 42.55 300-450 858.00 CROWN PAINTS 3.01 17-21 42.00 FLAME TREE 0.99 6-7 4.50 BOC 11.76 65-85 81.00 DEACONS 3.85 ............but money is scarce Buy buy buy. A defining moment for stocks investors @Aguytrying, do you believe the market has bottomed out or do you expect further downtrend? Been away for some time. The whole point of this was to avoid guess work on bottoming or not bottoming out! The list helped me buy so many shares cheaply. I hope it helped others. Avoid bottom fishing is the message. put your eyes on value ONLY. I note that pan africa, FTGH and nation is still in range for would be buyers. Well,a clarion call was made,few heeded.Only 20% of the of the above counters overshot the lower end of the range.However its still not too late. Those were the prices in Year 2 BC (Before Corona). Kwa ground vitu ni moto Life is short. Live passionately.
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Queen		#200 Posted : Thursday, July 02, 2020 5:22:47 PM
Rank: Member Joined: 11/21/2018 Posts: 564 Location: Britain		Museveni 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 CURRENT PRICE EQUITY 4.63 25-33 39.25 KCB 5.63 30-40 46.00 NIC 7.07 38-49 49.00 NSE 2.13 12-15 20.00 DTB 21.92 120-154 204.00 HFCK 2.75 15-20 21.50 JUBILEE 48 264-340 560.00 PAN AFRICA 6.05 33-43 67.00 SAFARICOM 0.8 8-10(10-12 PE) 14.00 NATION 13.1 72-100 (unlikely) 184.00 TPS SERENA 3.45 20-25 (2013 EPS) 33.00 BAMBURI 9.80 98-130 154.00 KENOL KOBIL 0.74 5-7 (6.7-9.5 PE) 8.50 EABL 11.31 113- 170(10-15 PE) 295.00 ARM 3.01 30-45 61.00 BAT 42.55 300-450 741.00 CROWN PAINTS 3.01 17-21 62.00 FLAME TREE 0.99 6-7 7.50 BOC 11.76 65-85 133.00 Reading through this thread, one gets the impression that trading in shares is NOT for the faint-hearted. Except for Safcom, all the other shares in the above list can make an investor cry in the toilet. Compare the "current prices" that time against the current prices today.
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