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My top three buys
sparkly
#1 Posted : Tuesday, November 10, 2009 6:27:00 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
At current prices,factoring company fundamentals -

Top 3 growth counters: Safaricom (4.00),Co-op (8.65),NIC (29)

Top 3 blue chips: Bamburi (165),BAT (180),NMG (124)

Stocks that are down for now but not out (stocks to watch): Kenol,Total,Centum

What is your opinion,and reasons?




Life is short. Live passionately.
young
#2 Posted : Tuesday, November 10, 2009 6:35:00 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
top 3 blue chips

kcb eabl arm/kplc


AFRICAN INVESTOR
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
omega
#3 Posted : Tuesday, November 10, 2009 7:06:00 PM
Rank: Member

Joined: 6/9/2009
Posts: 85
Top 3 blue chips: ARM,KPLC,KQ

Top 3 growth counters: Equity,CO-OP,SCAN
kenmac
#4 Posted : Wednesday, November 11, 2009 4:44:00 AM
Rank: Elder

Joined: 5/26/2009
Posts: 1,793
>> maybe trying to explain the logic backing the stock choices might help to discuss them from various perspectives,and hopefully come up with a unanimous selection..

>> eat,drink and find satisfaction in your work...setsaiselccE
......Ecclesiastes
sheep
#5 Posted : Wednesday, November 11, 2009 5:20:00 AM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
Been picking up NIC at sub 30.... Its quite undervalued compared to its peers....could there be a substantial reason?
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Mainat
#6 Posted : Wednesday, November 11, 2009 6:55:00 AM
Rank: Veteran

Joined: 11/21/2006
Posts: 1,590
Equity - haiya - growth story. A steal at sub-15

Centum- has bagged kindu Ksh200m from one deal alone. Was a steal @ Ksh10.55 when I spotted it. Look at it today.


www.mjengakenya.blogspot.com
Sehemu ndio nyumba
sparkly
#7 Posted : Wednesday, November 11, 2009 2:49:00 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@ Young and @Omega,ARM is a good counter. At KES 98 however the counter is oversold. I expect the price to move to the KES 90 region soon.

The equity growth momentum seems to have tapered off IMHO.

KCB on the other hand is not very efficient in turning the available capital into shareholder wealth. So much investment and so little growth to show for it.

@Young,i do agree that EABL is a versatile giant but for the time being NMG seems to hold better growth prospects in the EA region.

@Omega,so little is known of SCAN. what do you see on this counter?
Life is short. Live passionately.
Waria
#8 Posted : Wednesday, November 11, 2009 3:12:00 PM
Rank: Member

Joined: 10/11/2007
Posts: 213
The death knell for EQ has been sounded too many a time here. Growth is going to be explosive mid to long term

Me first,U next
Wondergirl
#9 Posted : Wednesday, November 11, 2009 4:33:00 PM
Rank: Member

Joined: 9/12/2009
Posts: 312
Looks like i'm the only one who thinks that B.B.K is a good buy at its current price!?

I thought its a steal below 60!?And Cables below 50!? Those are my blue chip .

For speculation puurposes,

Equity works for me,if I get to but it below 14.50 and sell once it hits 18.00.

I'm hoping C.M.C hits 15 in Feb. I have been stock piling.
obiero
#10 Posted : Wednesday, November 11, 2009 8:29:00 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Sparkly. I thot KCB Sudan,Tanzania nd Uganda have broken even,with Sudan having 200m plus profit!

KQ ABP 4.26
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