wazua Tue, Aug 21, 2018
Welcome Guest Search | Active Topics | Log In | Register

4 Pages<1234>
2018 Best Stock To Own......What's Your Prediction?
watesh
#41 Posted : Thursday, February 08, 2018 12:31:20 PM
Rank: Member


Joined: 8/10/2014
Posts: 672
Location: Kenya
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.

SCOM is a tech stock and technology changes so fast. My policy on Safcom, buy and hold when the party is on. A single change in technology can wipe out a large chunk of their revenue if they dont adapt. Otherwise, its a fantastic stock with AMAZING cashflows
S.Mutaga III
#42 Posted : Thursday, February 08, 2018 1:01:42 PM
Rank: Member


Joined: 3/26/2012
Posts: 740
watesh wrote:
Which stocks do you predict will be the best picks for 2018?

Total is currently leading the pack as I said.

Happy Hunting!
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Ericsson
#43 Posted : Friday, February 09, 2018 7:24:17 AM
Rank: Elder


Joined: 12/4/2009
Posts: 5,090
Location: NAIROBI
https://www.businessdail...4259442-4294668-gdln1p/

Which listed counters benefitted from the rally.
On my list I have the following which are heavily listed in the NSE
--CIC Insurance
--Kenya Re
--Sanlam Kenya
--Jubilee Insurance

Britam is skewed so much towards Housing Finance and Equity bank;that's why they even issued a profit warning.
The rest didn't.
Ebenyo
#44 Posted : Friday, February 09, 2018 9:09:00 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,254
Location: Kitale
Ericsson wrote:
https://www.businessdailyafrica.com/markets/capital/NSE-equity-rebound-lifts-pension-returns-to-18pc/4259442-4294668-gdln1p/

Which listed counters benefitted from the rally.
On my list I have the following which are heavily listed in the NSE
--CIC Insurance
--Kenya Re
--Sanlam Kenya
--Jubilee Insurance

Britam is skewed so much towards Housing Finance and Equity bank;that's why they even issued a profit warning.
The rest didn't.



CIC looks sharp in the business as they have both captured the lower and higher segment.
Dont work for money.Let your money work for you.
Aguytrying
#45 Posted : Friday, February 09, 2018 1:01:31 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,013
pan africa insurance, nation media group and flame tree. All undervalued and decent management. pan Africa in addition is a recovery story. flame tree yet to really taste a rally since listing.
The investor's chief problem - and even his worst enemy - is likely to be himself
Fyatu
#46 Posted : Thursday, April 05, 2018 1:03:16 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,133
Location: Nakuru
Whatever happened to the wazua spirit
Mnataka nifanye nini jameni?? d'oh! d'oh!
obiero
#47 Posted : Thursday, April 05, 2018 1:28:02 PM
Rank: Elder


Joined: 6/23/2009
Posts: 9,567
Location: nairobi
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda
PORTFOLIO: KQ 95,000
Fyatu
#48 Posted : Thursday, April 05, 2018 2:06:45 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,133
Location: Nakuru
obiero wrote:
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda


I have also noticed that most brokers are clueless and cannot give sound advice and the big boys and girls at NSE(Majority shareholders) are keen to shaft the brave wanjiku thoroughly. I have noticed that golden handcuffs and lack of dividends in some firms last for more than 3 years suggesting price manipulation to shake out the inpatient and weak wanjiku(case in point centum @9-11 bob and zero dividends for almost 5 years).

This NSE just as KNH is not for the faint hearted. You gotta behave like the big boys/girls to make money here.

Mnataka nifanye nini jameni?? d'oh! d'oh!
obiero
#49 Posted : Thursday, April 05, 2018 2:12:53 PM
Rank: Elder


Joined: 6/23/2009
Posts: 9,567
Location: nairobi
Fyatu wrote:
obiero wrote:
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda


I have also noticed that most brokers are clueless and cannot give sound advice and the big boys and girls at NSE(Majority shareholders) are keen to shaft the brave wanjiku thoroughly. I have noticed that golden handcuffs and lack of dividends in some firms last for more than 3 years suggesting price manipulation to shake out the inpatient and weak wanjiku(case in point centum @9-11 bob and zero dividends for almost 5 years).

This NSE just as KNH is not for the faint hearted. You gotta behave like the big boys/girls to make money here.


100% true..
PORTFOLIO: KQ 95,000
Ebenyo
#50 Posted : Thursday, April 05, 2018 6:22:44 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,254
Location: Kitale
obiero wrote:
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda





We really need that spirit of wazua back.
@young gave a good advice on the balance between financials and industrials.I think he was right.I followed the advice and i feel my portfolio is balanced.
@obiero,@pesa nane,and @vvs are the remaining veterans from those days who are still pursuing the good spirit of wazua.
Dont work for money.Let your money work for you.
obiero
#51 Posted : Thursday, April 05, 2018 7:45:36 PM
Rank: Elder


Joined: 6/23/2009
Posts: 9,567
Location: nairobi
obiero wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
UpcomingPaperChaser wrote:
KQ: By 2020, KQ will be very well back on its knees

Wow. Thanks for the future peek. You are some sort of prophet?

But isn't that what you do too?
"KQ will be up"
"KQ will make folks millions"

Being positive is allowed but negativity has to be supported by facts

#FakeNews Laughing out loudly

Lol.. Happy 2018 to you too.. KQ books for 2017 close today with the final loss position for the at least 5 years to come #RealNews


Official announcement for change of financial year reporting is coming out when

The exchange bar is official.. Take it or leave it

Watch and learn
PORTFOLIO: KQ 95,000
obiero
#52 Posted : Thursday, April 05, 2018 7:48:05 PM
Rank: Elder


Joined: 6/23/2009
Posts: 9,567
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 struggle is real
PORTFOLIO: KQ 95,000
mkate_nusu
#53 Posted : Thursday, April 05, 2018 8:13:09 PM
Rank: Member


Joined: 5/30/2016
Posts: 326
Location: Kayole
obiero wrote:
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda


Let's also not forget @hisah, @karasinga, @mnandii,
to mention a few more
KEGN, KPLC, KQ, SCOM
obiero
#54 Posted : Thursday, April 05, 2018 8:47:45 PM
Rank: Elder


Joined: 6/23/2009
Posts: 9,567
Location: nairobi
mkate_nusu wrote:
obiero wrote:
Fyatu wrote:
Whatever happened to the wazua spirit

It was decapitated by some of these new comers.. Plus the exit of real wazuans like @stocksmaster @guru267 @young @thedeal @muganda


Let's also not forget @hisah, @karasinga, @mnandii,
to mention a few more

The ones you mention are wazuans that never left..
PORTFOLIO: KQ 95,000
the deal
#55 Posted : Monday, April 09, 2018 7:54:24 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,332
Location: Windhoek/Nairobbery
Bought myself Fahari-I-REIT recently...Lets see what happens

Reasons

1. Cash Rich
2. Zero debt
3. Huge discount to NAV
4. Real Estate-Steady predictable returns.
Ebenyo
#56 Posted : Tuesday, April 10, 2018 7:33:57 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,254
Location: Kitale
the deal wrote:
Bought myself Fahari-I-REIT recently...Lets see what happens

Reasons

1. Cash Rich
2. Zero debt
3. Huge discount to NAV
4. Real Estate-Steady predictable returns.



5.Gives one portfolio balance and diversity.
6.High percentage distribution payout to unit holders,91%.
Dont work for money.Let your money work for you.
Ericsson
#57 Posted : Tuesday, April 10, 2018 9:46:18 AM
Rank: Elder


Joined: 12/4/2009
Posts: 5,090
Location: NAIROBI
CIC insurance has received a thorough beating this year;
xxxxx
#58 Posted : Tuesday, April 10, 2018 10:25:12 AM
Rank: Member


Joined: 3/20/2008
Posts: 328
Ebenyo wrote:
the deal wrote:
Bought myself Fahari-I-REIT recently...Lets see what happens

Reasons

1. Cash Rich
2. Zero debt
3. Huge discount to NAV
4. Real Estate-Steady predictable returns.



5.Gives one portfolio balance and diversity.
6.High percentage distribution payout to unit holders,91%.


It is however subject to recurrent capital calls as well as expiry of a lock in period. Qtn is does one wait for crystallisation of those two events, which are certain, prior to diving in. I believe those 2 reasons are the cause for the depressed share price.
the deal
#59 Posted : Wednesday, April 11, 2018 10:49:18 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,332
Location: Windhoek/Nairobbery
xxxxx wrote:
Ebenyo wrote:
the deal wrote:
Bought myself Fahari-I-REIT recently...Lets see what happens

Reasons

1. Cash Rich
2. Zero debt
3. Huge discount to NAV
4. Real Estate-Steady predictable returns.



5.Gives one portfolio balance and diversity.
6.High percentage distribution payout to unit holders,91%.


It is however subject to recurrent capital calls as well as expiry of a lock in period. Qtn is does one wait for crystallisation of those two events, which are certain, prior to diving in. I believe those 2 reasons are the cause for the depressed share price.


I doubt this will happen anytime soon...they will go for either two

1. Units swap with property owners
2. Debt

Ericsson
#60 Posted : Friday, April 20, 2018 5:15:57 PM
Rank: Elder


Joined: 12/4/2009
Posts: 5,090
Location: NAIROBI
Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative)
Users browsing this topic
Guest
4 Pages<1234>
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.

Copyright © 2018 Wazua.co.ke. All Rights Reserved.