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My Picks for 2019
Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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S.Mutaga III wrote:Current NSE Index position - 2,755
Market conditions: Overwhelmingly bearish
Strategy: Value Investing
Hypothetical starting capital: Ksh 1,000,000
Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively)
1st Pick: LONGHORN PUBLISHERS
FY PBT 2016 = 139 million +43%
FY PBT 2017 = 179 million +28%
FY PBT 2018 = 273 million +53%
Current PE = 7
Current Price = 4.65
Dividend yield = 9%
Amount Allocated to Longhorn: Ksh 379,068
Number of shares = 80,000
4.65*80000= Ksh 372,000
0.019*372,000 = Ksh 7,068
372,000 + 7, 068 = 379,068
Cash in bank: Ksh 620,932
Commentary:
Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower.
I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital.
#The Only Easy Day Was Yesterday
Thanks for this analysis. Any similar analysis of COOP? For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Member Joined: 3/26/2012 Posts: 830
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winmak wrote:S.Mutaga III wrote:Current NSE Index position - 2,755
Market conditions: Overwhelmingly bearish
Strategy: Value Investing
Hypothetical starting capital: Ksh 1,000,000
Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively)
1st Pick: LONGHORN PUBLISHERS
FY PBT 2016 = 139 million +43%
FY PBT 2017 = 179 million +28%
FY PBT 2018 = 273 million +53%
Current PE = 7
Current Price = 4.65
Dividend yield = 9%
Amount Allocated to Longhorn: Ksh 379,068
Number of shares = 80,000
4.65*80000= Ksh 372,000
0.019*372,000 = Ksh 7,068
372,000 + 7, 068 = 379,068
Cash in bank: Ksh 620,932
Commentary:
Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower.
I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital.
#The Only Easy Day Was Yesterday
Thanks for this analysis. Any similar analysis of COOP? Currently no. It didn't fit my selection criteria. I can't comment on its viability because I didn't study much about it. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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I am waiting for KK's acquisition by Rubis to be completed. ASAP. Or at least selling off my KK whether or not Rubis manages a takeover. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 12/1/2007 Posts: 539 Location: Nakuru
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S.Mutaga III wrote:winmak wrote:S.Mutaga III wrote:Current NSE Index position - 2,755
Market conditions: Overwhelmingly bearish
Strategy: Value Investing
Hypothetical starting capital: Ksh 1,000,000
Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively)
1st Pick: LONGHORN PUBLISHERS
FY PBT 2016 = 139 million +43%
FY PBT 2017 = 179 million +28%
FY PBT 2018 = 273 million +53%
Current PE = 7
Current Price = 4.65
Dividend yield = 9%
Amount Allocated to Longhorn: Ksh 379,068
Number of shares = 80,000
4.65*80000= Ksh 372,000
0.019*372,000 = Ksh 7,068
372,000 + 7, 068 = 379,068
Cash in bank: Ksh 620,932
Commentary:
Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower.
I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital.
#The Only Easy Day Was Yesterday
Thanks for this analysis. Any similar analysis of COOP? Currently no. It didn't fit my selection criteria. I can't comment on its viability because I didn't study much about it. Thanks, if you ever do, kindly share, I have a huge holding here and am considering averaging down but this means pumping in a huge sum. If you don’t mind, what In coop didn’t fit the criteria? For investors as a whole, returns decrease as motion increases ~ WB
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Rank: Member Joined: 3/26/2012 Posts: 830
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winmak wrote:S.Mutaga III wrote:winmak wrote:S.Mutaga III wrote:Current NSE Index position - 2,755
Market conditions: Overwhelmingly bearish
Strategy: Value Investing
Hypothetical starting capital: Ksh 1,000,000
Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively)
1st Pick: LONGHORN PUBLISHERS
FY PBT 2016 = 139 million +43%
FY PBT 2017 = 179 million +28%
FY PBT 2018 = 273 million +53%
Current PE = 7
Current Price = 4.65
Dividend yield = 9%
Amount Allocated to Longhorn: Ksh 379,068
Number of shares = 80,000
4.65*80000= Ksh 372,000
0.019*372,000 = Ksh 7,068
372,000 + 7, 068 = 379,068
Cash in bank: Ksh 620,932
Commentary:
Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower.
I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital.
#The Only Easy Day Was Yesterday
Thanks for this analysis. Any similar analysis of COOP? Currently no. It didn't fit my selection criteria. I can't comment on its viability because I didn't study much about it. Thanks, if you ever do, kindly share, I have a huge holding here and am considering averaging down but this means pumping in a huge sum. If you don’t mind, what In coop didn’t fit the criteria? I mostly prefer a company that offers dividends instead of bonus shares in an unpredictable fashion. Coop offers meager dividends and surprise bonus shares sometimes. That return is somewhat erratic for my liking. The PBT growth in the last 3 years wasn't attractive enough for me either. To me dividend stocks matter alot because in such a bear market, the yields are mouth watering. Since 2011 bear market, this is the first time we are seeing such high dividend yields which means that we are nearing the bottom. However, I am waiting patiently for KCB to reach attractive levels/dividend yields so that I can buy. This will be a good year for banks because the cap on interest rates for deposits was removed (meaning more profitability for banks). A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Global stocks begin year on a rough start Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 3/26/2012 Posts: 830
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Ericsson wrote:Global stocks begin year on a rough start 1. Capital flight to emerging markets. 2. No capital flight to emerging markets. More discounts and longer time to accumulate at good prices. Win-win. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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VituVingiSana wrote:I am waiting for KK's acquisition by Rubis to be completed. ASAP. Or at least selling off my KK whether or not Rubis manages a takeover. Kuwa mpole.Lets wait the deal.It will surely happen.Usikuwe na haraka. Towards the goal of financial freedom
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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S.Mutaga III wrote:Current NSE Index position - 2,755
Market conditions: Overwhelmingly bearish
Strategy: Value Investing
Hypothetical starting capital: Ksh 1,000,000
Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively)
1st Pick: LONGHORN PUBLISHERS
FY PBT 2016 = 139 million +43%
FY PBT 2017 = 179 million +28%
FY PBT 2018 = 273 million +53%
Current PE = 7
Current Price = 4.65
Dividend yield = 9%
Amount Allocated to Longhorn: Ksh 379,068
Number of shares = 80,000
4.65*80000= Ksh 372,000
0.019*372,000 = Ksh 7,068
372,000 + 7, 068 = 379,068
Cash in bank: Ksh 620,932
Commentary:
Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower.
I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital.
#The Only Easy Day Was Yesterday
Your target buying price is 4.65 and below.What will be your target selling price? Towards the goal of financial freedom
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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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Ebenyo wrote:VituVingiSana wrote:I am waiting for KK's acquisition by Rubis to be completed. ASAP. Or at least selling off my KK whether or not Rubis manages a takeover. Kuwa mpole.Lets wait the deal.It will surely happen.Usikuwe na haraka. Unless there is a competing bid - unlikely given Rubis has locked up 35% of the shares - the sooner we are paid the better! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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