Im also fifty fifty in this company.Im waiting for full year results next week to either exit or stay.The HY 17 results were not impressive.The income was kshs 684,057,000 while the expenditure was kshs 640,493,000.This left a paltry profit of kshs 43,564,000.This represents a profit margin of only 6%.This is not good for me.I like good profit margins from 20% and above.
They had a negative cash flow of kshs 3,432,000.
This company was giving my portfolio some balance and diversity.Kcb,Nmg,Carbacid,kenre,co-op,Nse,unga.Planning to sell unga and buy Bamburi.Sell co-op and buy Barclays.Depending on the FY results,i might sell Longhorn and put the money into bamburi.I sold kengen and bought Nmg.That way i intend to have a very divesified portfolio.

Remember Mr.Young advice? aggresive banks vs non aggresive banks.I have both kcb and co-op which are aggresive.I was thinking to sell co-op and buy barclays to give my portfolio balance.Kcb aggresive and barclays non aggressive.VVS has Equity and I&M,at one time you had co-op and hfck.Ericson has co-op and barclays.Sparky has Equity and cfc.And the list goes on.