thanks for the compliment. The days for kq to shine shall come. when i recommended hfck at thirteen bob, few listened.. I recommended centum at thitry six, fewer listened. Coop bank at sixteen..

KNRE is an underdog, the counter has a strong balance sheet and steadily growing earnings that ensures a steady dividend stream.
One of the cheapest counters on the bourse on a P/E basis and a p/b value that is not too scary. Its a decent counter to consider.
Maybe a little too late to get into ICDC, EQTY and HFCK as valuations are now beginning to look stretched. Especially as dividends will likely remain muted due to the new CBK prudential guidelines coming in Jan 2015.
I think 2015 will be the year for the industrials, financials will likely burn themselves out.

1) HFCK was a low PE stock at 13 with aP/B of 1-ish, Coop too [except the P/B...
2) I found Centum at 36 good but not great value nevertheless do-able. The move to 72 caught me unawares.
3) Now as for KQ, there are few redeeming factors at the moment. And they will pay Naikuni a lot of money for his 'retirement' ... Anyway, I will look at it in 2015 but let me look for something else in the meantime.

HFCK, Coop and Centum have OWNER-MANAGERS. Frank Ireri has shares in HFCK. His board [Britam representatives] are invested. Benson Wairegi has shares in Britam which has shares in HFCK. Then we have DJ CK with 25%+ shares in Centum. The management at Centum has profit-sharing based on performance + shares too.

KQ... Does Titus Naikuni have any shares? The entire board [exclude KQ & KLM] have less than 50,000 shares! Do they care about profits or perks?

@obiero - Respect. Good luck.

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