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2018 Best Stock To Own......What's Your Prediction?
Ericsson
#21 Posted : Saturday, December 30, 2017 7:55:39 PM
Rank: Elder


Joined: 12/4/2009
Posts: 5,875
Location: NAIROBI
Safaricom may clock 35
Ericsson
#22 Posted : Sunday, December 31, 2017 4:37:06 PM
Rank: Elder


Joined: 12/4/2009
Posts: 5,875
Location: NAIROBI
Uchumi supermarket
sparkly
#23 Posted : Sunday, December 31, 2017 6:42:49 PM
Rank: Elder


Joined: 9/23/2009
Posts: 6,498
Location: Enk are Nyirobi
Ericsson wrote:
Uchumi supermarket


I would rather start my own kiosk/ duka. Will perform better.
Life is short. Live passionately.
Afroblk
#24 Posted : Monday, January 01, 2018 11:44:31 AM
Rank: New-farer


Joined: 3/3/2010
Posts: 78
1) Home Afrika - Probably will deliver the most gains in 2018 of all NSE @1.35
2) Safaricom - Seems like they're venturing into cable TV, that'll be Yuge! @26
3) Kenya Power/Umeme - You can never go wrong with utility companies @9.15/12.45
4) Sanlam - The rising "middle class" is buying more insurance, plus a good management team. @27.75
Knowledge is contagious...Infect truth!
cnn
#25 Posted : Monday, January 01, 2018 1:42:06 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,546
My dividend portfolio will remain Starnchart ,BAT and WTK ...for capital gains KCB ,DTBK and Centum .
watesh
#26 Posted : Tuesday, January 02, 2018 8:19:43 AM
Rank: Member


Joined: 8/10/2014
Posts: 694
Location: Kenya
Ericsson wrote:
Uchumi supermarket

This one depends on how well they stock and market. A small gain in market share will trigger a jump in price
obiero
#27 Posted : Tuesday, January 02, 2018 8:36:33 AM
Rank: Elder


Joined: 6/23/2009
Posts: 10,937
Location: nairobi
KQ to rise upto 30% for full year 2018
DISCLAIMER: @obiero, MBA-MIS, CISA. Opinionated, owner of www.winda.co.ke. Aims to be factual
obiero
#28 Posted : Tuesday, January 02, 2018 9:20:12 AM
Rank: Elder


Joined: 6/23/2009
Posts: 10,937
Location: nairobi
Afroblk wrote:
1) Home Afrika - Probably will deliver the most gains in 2018 of all NSE @1.35
2) Safaricom - Seems like they're venturing into cable TV, that'll be Yuge! @26
3) Kenya Power/Umeme - You can never go wrong with utility companies @9.15/12.45
4) Sanlam - The rising "middle class" is buying more insurance, plus a good management team. @27.75

All the rest OK apart from HAFR which is likely to delist
DISCLAIMER: @obiero, MBA-MIS, CISA. Opinionated, owner of www.winda.co.ke. Aims to be factual
obiero
#29 Posted : Tuesday, January 02, 2018 9:23:41 AM
Rank: Elder


Joined: 6/23/2009
Posts: 10,937
Location: nairobi
watesh wrote:
Ericsson wrote:
Uchumi supermarket

This one depends on how well they stock and market. A small gain in market share will trigger a jump in price

Naivas making major moves in the CBD.. Uchumi likely to struggle
DISCLAIMER: @obiero, MBA-MIS, CISA. Opinionated, owner of www.winda.co.ke. Aims to be factual
mlennyma
#30 Posted : Tuesday, January 02, 2018 10:45:39 AM
Rank: Elder


Joined: 7/21/2010
Posts: 5,872
Location: nairobi
obiero wrote:
watesh wrote:
Ericsson wrote:
Uchumi supermarket

This one depends on how well they stock and market. A small gain in market share will trigger a jump in price

Naivas making major moves in the CBD.. Uchumi likely to struggle

Uchumi can take advantage of the nakumatt gap but must act fast
"Don't let the fear of losing be greater than the excitement of winning."
obiero
#31 Posted : Tuesday, January 02, 2018 12:56:16 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,937
Location: nairobi
mlennyma wrote:
obiero wrote:
watesh wrote:
Ericsson wrote:
Uchumi supermarket

This one depends on how well they stock and market. A small gain in market share will trigger a jump in price

Naivas making major moves in the CBD.. Uchumi likely to struggle

Uchumi can take advantage of the nakumatt gap but must act fast

They may have the will but lack funding
DISCLAIMER: @obiero, MBA-MIS, CISA. Opinionated, owner of www.winda.co.ke. Aims to be factual
nashx
#32 Posted : Tuesday, January 02, 2018 5:05:21 PM
Rank: Member


Joined: 2/28/2014
Posts: 162
Location: Nairobi
cnn wrote:
My dividend portfolio will remain Starnchart ,BAT and WTK ...for capital gains KCB ,DTBK and Centum .


What's up with WTK...seen a lot of supply coming up of late...Is there something spooking guys....but I remain a net buyer nevertheless at those prices (150-160)
No matter what, the broker always takes your 4.2%!!
Ericsson
#33 Posted : Monday, January 08, 2018 11:34:57 AM
Rank: Elder


Joined: 12/4/2009
Posts: 5,875
Location: NAIROBI
Safaricom,KCB and Kenya Re
Stocks to watch in 2018
wukan
#34 Posted : Wednesday, February 07, 2018 3:25:00 PM
Rank: Veteran


Joined: 11/13/2015
Posts: 902
wukan wrote:
Ericsson wrote:
Oil prices are rising;now at close to $70 a barrel.interest rates globally are going up.
Next year may not be a good year for stocks.


Contrarian thinking
If oil price rise then that makes turkana oil more viable so more dollars into KE for oil infrastructure more expatriate spending. Rising oil price also means weaker dollar(inverse relation) so its 'risk on' for frontier markets so more foreign investors into KE stocks. Interest rates won't go up so much coz Trump wants a weaker dollar to MAGA. The mid-term elections past Nov is what changes the scenario.

The key risk for KE stocks is another drought which is more likely as 2nd La nina is brewing. Weaker consumer purchasing power means soft company earnings, profit warnings, weak credit demand which means the calf won't mature into a bull.

2018 preserve cash and buy the dips. Best stocks to own KCB, Total, Jubilee. Speculating on cryptos is much more rewardingsmile smile



"The kenya exploration and appraisal campaign in kenya confirmed the presence of substantial oil resources in the south lokichar basin...East Africa on the verge of becoming a major oil exporting region" Tullow Oil

Phased development starts in 2019 and First oil in 2021/2022
shiznit
#35 Posted : Wednesday, February 07, 2018 3:42:29 PM
Rank: New-farer


Joined: 5/21/2013
Posts: 63
Location: KENYA
UpcomingPaperChaser wrote:
KQ: By 2020, KQ will be very well back on its knees


Lol, did Obiero open a new account to keep company in his KQ supporters' corner?Laughing out loudly
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
shiznit
#36 Posted : Wednesday, February 07, 2018 3:49:15 PM
Rank: New-farer


Joined: 5/21/2013
Posts: 63
Location: KENYA
wukan wrote:
wukan wrote:
Ericsson wrote:
Oil prices are rising;now at close to $70 a barrel.interest rates globally are going up.
Next year may not be a good year for stocks.


Contrarian thinking
If oil price rise then that makes turkana oil more viable so more dollars into KE for oil infrastructure more expatriate spending. Rising oil price also means weaker dollar(inverse relation) so its 'risk on' for frontier markets so more foreign investors into KE stocks. Interest rates won't go up so much coz Trump wants a weaker dollar to MAGA. The mid-term elections past Nov is what changes the scenario.

The key risk for KE stocks is another drought which is more likely as 2nd La nina is brewing. Weaker consumer purchasing power means soft company earnings, profit warnings, weak credit demand which means the calf won't mature into a bull.

2018 preserve cash and buy the dips. Best stocks to own KCB, Total, Jubilee. Speculating on cryptos is much more rewardingsmile smile



"The kenya exploration and appraisal campaign in kenya confirmed the presence of substantial oil resources in the south lokichar basin...East Africa on the verge of becoming a major oil exporting region" Tullow Oil

Phased development starts in 2019 and First oil in 2021/2022


Quote:
Africa Oil Corp. is pleased to provide the following update on activities in the South Lokichar basin (Blocks 10BB and 13T in Kenya).

The initial stage is planned to include 210 wells through 18 well pads at Ngamia and 70 wells through seven well pads at Amosing, with a planned plateau rate of 60,000 to 80,000 bopd. Additional stages of development are expected to increase plateau production to 100,000 bopd or greater.

It is anticipated that Front End Engineering and Design (FEED) for the initial stage will commence in 2018, with FID targeted for 2019 and first oil in 2021/22.
Africa Oil Kenya Operations Update
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes
MugundaMan
#37 Posted : Wednesday, February 07, 2018 5:06:44 PM
Rank: Veteran


Joined: 1/8/2018
Posts: 1,000
Location: Future Dustbowl Citizen
You are asking the wrong question brother.

You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.

If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.

Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.

EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.

The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;

- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.

I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.
"The best investment on earth is earth" **Target 1000**
Horton
#38 Posted : Thursday, February 08, 2018 8:35:21 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,330
Location: Nairobi
MugundaMan wrote:
You are asking the wrong question brother.

You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.

If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.

Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.

EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.

The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;

- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.

I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.


We finally agree on centum. Its worth 80/- definitely
I own shares in KCB,CYTONN, BRK.B, Almasi Beverages and a few other private small businesses
Angelica _ann
#39 Posted : Thursday, February 08, 2018 8:37:50 AM
Rank: Elder


Joined: 12/7/2012
Posts: 9,708
Ericsson wrote:
Safaricom,KCB and Kenya Re
Stocks to watch in 2018


This Kenya Re, we have been watching it for the last 3 years @20bob smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
heri
#40 Posted : Thursday, February 08, 2018 9:45:53 AM
Rank: Member


Joined: 9/14/2011
Posts: 646
Location: nairobi
Horton wrote:
MugundaMan wrote:
You are asking the wrong question brother.

You should be asking about 10 or 20 years from now. Not a pata potea 1 year which is the burial ground for those who buy and sell daily and find themselves in the red always.

If I could own one single stock to hold for 30 years, it would without a doubt be SCOM.

Unfortunately it is too pricey for my budget based on basic FA. But if I was to get a ksh 5m windfall. I would invest 4m of it on serious things and then gamble 1m of it on holding overpriced SCOM for thirty years.

EVRD is my other long term gamble. It's a turnaround situation whose merits I have argued elsewhere. Holding this one for 10 years minimum.

The other stock I would pick is a no brainer. I have mentioned it before; ICDC. In fact this is the single most attractive stock on all counts;

- Price to Book
- Booming Revenues
- Political connections
- Vision 2030 project links
- Super diversified
- Sharp management. In fact I'd argue that the Centum CEO is the sharpest tool in the NSE shed IMHO. And I'm not talking theoretical sharpness alone..he has unmatched practical smarts as well.

I foolishly bought ICDC back when it was still called ICDC for 6 bob, then sold at 12 a year later thinking I was a genius (my dummy days when my horizon was short term). Wapi? It soared to 20, then 30 shortly after! Bought back in at under 35 and will hold for the next 100 years assuming I will be still alive by then.


We finally agree on centum. Its worth 80/- definitely


How is Centum when CK is not active ? better or worse off?
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