Rank: Member Joined: 5/14/2014 Posts: 288 Location: nairobi
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VituVingiSana wrote:Aguytrying wrote:VituVingiSana wrote:Aguytrying wrote:sparkly wrote:target1360 wrote:sparkly wrote:target1360 wrote:if you dont trust management then dont bother buying a company's stock. The Centum dilemma... You know the DJ is a jangili ... but you also know that he gets a good return for his shareholders... as long as interests are aligned. @target1360 what stocks are you invested in? b.a.t,e.a.b.l, nic,unga,kcb,safcom, and my achilles heel is kenre! i also hold cfc stanbic since since it is my banker for stocks and transactions/savings Bear proof portfolio, good one. It is my first filter for stocks, management. If I don't trust I don't even evalua the stock. Interesting, the only share I don't want to buy/ have from that list is kenre and maybe Unga( not coz of management issues on Unga) Why not KenRe [except the 60% GoK ownership] and Unga? I'd like to hear your thoughts. On Kenre its purely about Gava shareholding. On Unga, no real reason, there are other manufacturing stocks that i prefer. the likes of ARM, FTGH and crown. I thought long & hard about KenRe. Yes, like you the GoK shareholding is worrisome. My one exception but if the CEO is fired or leaves [or I hear something isn't kosher] so does @VVS. Unga - Fair enough. I am looking at FTGH as well. ARM, I am waiting until after we know the terms of the 'new' investment. Crown - I missed the boat but please let me know why you think it is interesting. TBT I find satisfaction in owning great business,not trading them
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