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> 10 % Dividend Yield........my new yard stick in NSE stock picking
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Wondergirl
#31 Posted : Friday, February 10, 2012 9:49:33 AM
Rank: Member

Joined: 9/12/2009
Posts: 312
guru267 wrote:
Wondergirl wrote:

Madam Guru267,
So would you categorize the share as a buy/ avoid at the current prices?


@WG at current prices this stock has some legs to go higher so it may be good for speculators..

The question for a long term investor is what next after books closure and what about the future¿¡
1. As far as I know the company has no real expansion plan, so that means stagnating revenue going forward.
2. The company relies on a weak shilling and high tea prices to grow its revenue which is not a sustainable model.

so for speculators the stock may be able to grow closer to 500-600bob but I do not see anything further than that for many years after that..

As a long term investor I look for stocks that can grow to 10 times their current value within 10years and I do not believe WTK is one of those stocks by any means..

Thanks buddy!
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guru267
#32 Posted : Friday, February 10, 2012 10:01:42 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
FUNKY wrote:
@ Guru - they still have an option of a split in the future which can even take the price to around 1000/-.


How does a split affect the value of a firm??
Mark 12:29
Deuteronomy 4:16
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Impunity
#33 Posted : Friday, February 10, 2012 10:21:40 AM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
guru267 wrote:
FUNKY wrote:
@ Guru - they still have an option of a split in the future which can even take the price to around 1000/-.


How does a split affect the value of a firm??


My crstal balls tells me the value remains the same,but the share appears cheap in the eyes of @wanjiku.
smile
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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mukiha
#34 Posted : Friday, February 10, 2012 10:31:12 AM
Rank: Elder

Joined: 6/27/2008
Posts: 4,114
@stocksmaster, what do you plan to do with the 50bob from WTK? Eat or re-invest. If the latter, where?
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
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stocksmaster
#35 Posted : Friday, February 10, 2012 1:14:00 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
mukiha wrote:
@stocksmaster, what do you plan to do with the 50bob from WTK? Eat or re-invest. If the latter, where?


The interim dividend of Ksh 50 per share means that i will recover more than a 1/4 of my investment from WTK (purchase price of Ksh 186 in October 2011).

I may decide to plough back the entire amount back to WTK if the price falls below Ksh 250 post interim dividend. The end of March 2012 results (in May 2012)may just deliver another 10% return on investment (read the post No.1 of this thread), duly exploiting the power of compounding.

Happy Hunting
x handle: @stocksmaster79
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stocksmaster
#36 Posted : Friday, February 10, 2012 1:15:44 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
mukiha wrote:
@stocksmaster, what do you plan to do with the 50bob from WTK? Eat or re-invest. If the latter, where?


The interim dividend of Ksh 50 per share means that i will recover more than a 1/4 of my investment from WTK (purchase price of Ksh 186 in October 2011).

I may decide to plough back the entire amount back to WTK if the price falls below Ksh 250 post interim dividend. The end of March 2012 results (in May 2012)may just deliver another 10% return on investment (read the post No.1 of this thread), duly exploiting the power of compounding.

Happy Hunting
x handle: @stocksmaster79
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youcan'tstopusnow
#37 Posted : Friday, February 10, 2012 3:42:16 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
stocksmaster, not for the 1st time, you do justice to your name.
A 26% dividend (interim) yield. You just blew apart the ROI on t-bills (and maybe even the NSE this year) thanks to your investment in WTK.
Hongera!
GOD BLESS YOUR LIFE
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Aguytrying
#38 Posted : Friday, February 10, 2012 11:13:26 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
youcan'tstopusnow wrote:
stocksmaster, not for the 1st time, you do justice to your name.
A 26% dividend (interim) yield. You just blew apart the ROI on t-bills (and maybe even the NSE this year) thanks to your investment in WTK.
Hongera!


Hongera kwake Applause Applause . since this one has come true along with many others. Ile imebaki ni Kenol kobil(which also came 1/2 true with the 0.57 interim) fully fully
The investor's chief problem - and even his worst enemy - is likely to be himself
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stocksmaster
#39 Posted : Tuesday, March 27, 2012 5:18:53 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
stocksmaster wrote:
With the index first approaching the 3000 mark, my stock picking focus is now on dividend yield.

For my long term portfolio, i am focusing on stocks that assure me at least a 10% Dividend Yield at prevailing prices. My focus therefore is now on the following stocks:

1. Kenol Kobil - At Ksh 9.30, and with management having assured investors of at least USD 35M net profit (EPS of 2.15 at 45% dividend payment policy) with a dividend of about Ksh 1, this represents 10.75%. Am hoping for a price dip below Ksh 9.00 to undertake massive purchases although am already buying at prevailing prices.

2. KCB - At a projected dividend of Ksh 1.50 for 2011, the price of Ksh 15 represents a 10% dividend yield. Am buying at price dips below Ksh 15.

3. Williamson Tea - Having paid Ksh 15 dividend last year on an EPS of Ksh 97, the company made 91% of this money in 1st Half 2011 alone. Am projecting an EPS of Ksh 135 - 140 for the full year. The company is awash with cash and can comfortably give Ksh 25 - 30 as dividends for 2011. I'll be buying at any price below Ksh 250.

As prices continue to dip, my 10% principle brings more companies into focus.

Happy Hunting.


The strategy is holding perfectly.........

Happy Hunting
x handle: @stocksmaster79
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Aguytrying
#40 Posted : Thursday, March 29, 2012 12:14:26 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
stocksmaster wrote:
stocksmaster wrote:
With the index first approaching the 3000 mark, my stock picking focus is now on dividend yield.

For my long term portfolio, i am focusing on stocks that assure me at least a 10% Dividend Yield at prevailing prices. My focus therefore is now on the following stocks:

1. Kenol Kobil - At Ksh 9.30, and with management having assured investors of at least USD 35M net profit (EPS of 2.15 at 45% dividend payment policy) with a dividend of about Ksh 1, this represents 10.75%. Am hoping for a price dip below Ksh 9.00 to undertake massive purchases although am already buying at prevailing prices.

2. KCB - At a projected dividend of Ksh 1.50 for 2011, the price of Ksh 15 represents a 10% dividend yield. Am buying at price dips below Ksh 15.

3. Williamson Tea - Having paid Ksh 15 dividend last year on an EPS of Ksh 97, the company made 91% of this money in 1st Half 2011 alone. Am projecting an EPS of Ksh 135 - 140 for the full year. The company is awash with cash and can comfortably give Ksh 25 - 30 as dividends for 2011. I'll be buying at any price below Ksh 250.

As prices continue to dip, my 10% principle brings more companies into focus.

Happy Hunting.


The strategy is holding perfectly.........

Happy Hunting


very perfectly(double superlative),

Williamson tea has swiflty come down, now at 235. Time to pull the trigger again?

Do you think touching 200 is overly optimistic before end year results in may 2012?
The investor's chief problem - and even his worst enemy - is likely to be himself
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