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2018 Best Stock To Own......What's Your Prediction?
VituVingiSana
#61 Posted : Saturday, April 21, 2018 9:58:41 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,038
Location: Nairobi
Ericsson wrote:
Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative)

Time frame for each?
[Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#62 Posted : Monday, April 23, 2018 12:35:17 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
VituVingiSana wrote:
Ericsson wrote:
Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative)

Time frame for each?
[Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2]


Though if you factor in the bonus Kenya Re gave in 2012 the appreciation is more than 100%

Timeframe is since their IPO
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
sparkly
#63 Posted : Monday, April 23, 2018 2:33:53 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
Total Absolute Returns of Privatized Firms in Kenya;
1. Safaricom 485%
2. Kenya Re 97%
3. KenGen -27% (negative)

Time frame for each?
[Safaricom - the only firm not run by GoK appointees - privatized much later than KenRe and KenGen so its performance is even better compared vs the other 2]


Though if you factor in the bonus Kenya Re gave in 2012 the appreciation is more than 100%

Timeframe is since their IPO



Share price underperforms company fundamentals
Life is short. Live passionately.
obiero
#64 Posted : Tuesday, May 15, 2018 3:58:34 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
https://i.imgur.com/DNoDirA.jpg

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
mlennyma
#65 Posted : Tuesday, May 15, 2018 4:49:23 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,173
Location: nairobi
obiero wrote:
https://i.imgur.com/DNoDirA.jpg

You met him when gossiping about Q1 numbers?
"Don't let the fear of losing be greater than the excitement of winning."
obiero
#66 Posted : Tuesday, May 15, 2018 9:49:25 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
mlennyma wrote:
obiero wrote:
https://i.imgur.com/DNoDirA.jpg

You met him when gossiping about Q1 numbers?

We don't gossip. Simply share

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
wukan
#67 Posted : Thursday, May 17, 2018 11:12:59 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,567
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 key risk for 2018 did not materialize instead too much rain.

My stock picks for 2018 KCB, Total and Jubilee have been resilient. Total has reached maturity in price with oil prices going higher the margins are thinning out. Exchange Total for Stanlib Fahari I-reit.

Next risk to watch out for is US mid-term elections
obiero
#68 Posted : Sunday, July 29, 2018 11:46:36 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
obiero wrote:
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..

In my prayers are the shareholders of HF, UNGA & KQ.. Investors who have been misled by company pronouncements, while CMA sits still

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Bishofu
#69 Posted : Sunday, July 29, 2018 7:14:28 PM
Rank: New-farer


Joined: 7/16/2018
Posts: 23
So ideally if you had some $10000 what shares would you invest in and what would you purge out
obiero
#70 Posted : Sunday, July 29, 2018 7:53:22 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
Bishofu wrote:
So ideally if you had some $10000 what shares would you invest in and what would you purge out

KQ and KQ alone.. Watch this space

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Bishofu
#71 Posted : Sunday, July 29, 2018 8:36:28 PM
Rank: New-farer


Joined: 7/16/2018
Posts: 23
Short term , long term or just a future term
obiero
#72 Posted : Sunday, July 29, 2018 9:15:58 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
Bishofu wrote:
Short term , long term or just a future term

2 year horizon

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Spikes
#73 Posted : Sunday, July 29, 2018 9:57:57 PM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
Bishofu wrote:
Short term , long term or just a future term

2 year horizon


After two years of turbulence and negative performance...bora uhai
Laughing out loudly Laughing out loudly Laughing out loudlyLaughing out loudly
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
muandiwambeu
#74 Posted : Sunday, July 29, 2018 10:18:52 PM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,247
obiero wrote:
obiero wrote:
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..

In my prayers are the shareholders of HF, UNGA & KQ.. Investors who have been misled by company pronouncements, while CMA sits still

Especially KQueer, the open offer was burried before birth. NAH, liars are worst than murderers. Chasing a 🍬, minorities got to feel the shaftin. Dangerous times. Even if it was to be offered tomorrow, I would never forget the past treatment, experience based learning is the best.
,Behold, a sower went forth to sow;....
KulaRaha
#75 Posted : Monday, July 30, 2018 11:33:18 AM
Rank: Elder


Joined: 7/26/2007
Posts: 6,514
Best stock for next couple of years is livestock.
Business opportunities are like buses,there's always another one coming
Wakanyugi
#76 Posted : Monday, July 30, 2018 1:39:22 PM
Rank: Veteran


Joined: 7/3/2007
Posts: 1,634
KulaRaha wrote:
Best stock for next couple of years is livestock.


Laughing out loudly Laughing out loudly Laughing out loudly Applause Applause Applause
"The opposite of a correct statement is a false statement. But the opposite of a profound truth may well be another profound truth." (Niels Bohr)
Ericsson
#77 Posted : Monday, July 30, 2018 2:54:16 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,626
Location: NAIROBI
KulaRaha wrote:
Best stock for next couple of years is livestock.

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#78 Posted : Sunday, September 23, 2018 4:30:12 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
VituVingiSana
#79 Posted : Monday, September 24, 2018 7:29:09 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,038
Location: Nairobi
obiero wrote:
Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft

7.00 was the VWAP on 21st Sep 2018

Dear @Obiero, please rally your relatives to buy KQLC's stake.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#80 Posted : Monday, September 24, 2018 9:40:43 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,463
Location: nairobi
VituVingiSana wrote:
obiero wrote:
Year offering traders massive discounts.. KQ at KES 7.95 is witchcraft

7.00 was the VWAP on 21st Sep 2018

Dear @Obiero, please rally your relatives to buy KQLC's stake.

Say no more.. watch and learn

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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