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How to tell NSE has bottomed out
Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@young. I cannot disagree with you on the delicious bluechips. I have seen it for myself, these stocks keep rising as people keep wondering why, they are darlings to foreign investors, they are market leaders and keep breaking profits through the roof. Ill be waiting for bluechips in the next cycle. currently the best of the bluechips are: safcom EABL KCB Equity NMG ARM The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/20/2007 Posts: 2,074 Location: Lagos, Nigeria
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Aguytrying wrote:@young. I cannot disagree with you on the delicious bluechips. I have seen it for myself, these stocks keep rising as people keep wondering why, they are darlings to foreign investors, they are market leaders and keep breaking profits through the roof. Ill be waiting for bluechips in the next cycle. currently the best of the bluechips are:
safcom
EABL
KCB
Equity
NMG
ARM But you omitted the 2014 star of the banking sector HFCK ? Star of the Insurance sector Panafric? The rejuvinated Centum ? Don't mind me you may have strong and cogent reasons to avoid them (HFCK, Panafric). I am not in centum because of their dividend policy, as while waiting, I expect reasonable dividends. 2004 -2009 I was wobbling here and there it was 2010 -date (3 years +) when I strictly positioned on blue chips no matter the attraction of others that I realised a consistent growth i my portfolio. 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. .
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Rank: Elder Joined: 6/20/2007 Posts: 2,074 Location: Lagos, Nigeria
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Quote from @Agyuytrying in another post on HFCK thread " I'm not in love with the stock, I'm in love with the growth of the profits" I fully concur 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. .
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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young wrote:Aguytrying wrote:@young. I cannot disagree with you on the delicious bluechips. I have seen it for myself, these stocks keep rising as people keep wondering why, they are darlings to foreign investors, they are market leaders and keep breaking profits through the roof. Ill be waiting for bluechips in the next cycle. currently the best of the bluechips are:
safcom
EABL
KCB
Equity
NMG
ARM But you omitted the 2014 star of the banking sector HFCK ? Star of the Insurance sector Panafric? The rejuvinated Centum ? Don't mind me you may have strong and cogent reasons to avoid them (HFCK, Panafric). I am not in centum because of their dividend policy, as while waiting, I expect reasonable dividends. 2004 -2009 I was wobbling here and there it was 2010 -date (3 years +) when I strictly positioned on blue chips no matter the attraction of others that I realised a consistent growth i my portfolio. To me these are the bluest of the bluechips. Foreign darlings, market leader, superbrands. These are the shares enabling you to x10 your initial capital investment. HFCK, CENTUM are tier 2 to me. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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young wrote:Quote from @Agyuytrying in another post on HFCK
thread
" I'm not in love with the stock, I'm in love with the growth of the profits"
I fully concur Check out this growth, followed by a very ambitious prediction for 2016. Which if really there is a housing supply mismatch and company is run well( like it is currently), should happen. Aguytrying #709 Posted : Friday, November 01, 2013 2:32:39 PM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
Ireri is doing a fantastic job and will still do more, how many other companies in the NSe can boast of 50% plus growth for 3 years ? Yes he can do more, and he will do more. What more can you ask of a CEO, look at his track record in numbers...
HFCK PBT (millions)
2006- 127
2007- 131
2008- 196
2009- 354
2010- 560
2011- 975
2012- 907
2013- 1.3 billion (prediction, with estimate 50% growth)
what more do you want from this man. That's 10 times growth in earnings over 8 yrs.
Aguytrying #714 Posted : Saturday, November 02, 2013 7:19:29 AM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
CAGR from 2006-2011 is 41%!!! extrapolate this from 2012 to 2016, since housing demand mismatch and the pbt of 2016 could be. 5.2 billion if 975m is your base.
gives eps of 22.75.
value with pe of 12. target is 273.00.
.....a ten bagger ceteris paribus esp CAGR.The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 6/20/2007 Posts: 2,074 Location: Lagos, Nigeria
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Aguytrying wrote:young wrote:Quote from @Agyuytrying in another post on HFCK
thread
" I'm not in love with the stock, I'm in love with the growth of the profits"
I fully concur Check out this growth, followed by a very ambitious prediction for 2016. Which if really there is a housing supply mismatch and company is run well( like it is currently), should happen. Aguytrying #709 Posted : Friday, November 01, 2013 2:32:39 PM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
Ireri is doing a fantastic job and will still do more, how many other companies in the NSe can boast of 50% plus growth for 3 years ? Yes he can do more, and he will do more. What more can you ask of a CEO, look at his track record in numbers...
HFCK PBT (millions)
2006- 127
2007- 131
2008- 196
2009- 354
2010- 560
2011- 975
2012- 907
2013- 1.3 billion (prediction, with estimate 50% growth)
what more do you want from this man. That's 10 times growth in earnings over 8 yrs.
Aguytrying #714 Posted : Saturday, November 02, 2013 7:19:29 AM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
CAGR from 2006-2011 is 41%!!! extrapolate this from 2012 to 2016, since housing demand mismatch and the pbt of 2016 could be. 5.2 billion if 975m is your base.
gives eps of 22.75.
value with pe of 12. target is 273.00.
.....a ten bagger ceteris paribus esp CAGR. This is a good insight and triple vote of confidence on HFCK up to 2016 for a start 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. .
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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Metasploit wrote:dunkang wrote:Metasploit wrote:Sufficiently Philanga....thropic wrote:Metasploit wrote:Foreign comeback in full gear.
Watch how selected counters will cruise.
Eyes on Safaricom and Centum Certainly a Great start for these two. Mpesa firmly back in 11 territory! Mpesa closes at 11.05,a high of 11.15 and VWAP 11.05.Volume at 9.5M with 71% Net foreign buy. Lets see how it closes the week Just hoping they are not "HELLO" Foreigners Safaricom:High of 11.30.Very good and consistent demand with no supply.I dont know where it is going to The Taper fears did a good shakeout on Mpesa bank. 12 here we come # cc sufficiently Philanga Thinks also looking good on centum and Britam. Waiting for the buy signal on Home Afrik. Mpesa breakout yesterday was amazing. Foreign bids unrelenting. New highs  As for Britam and centum, these ones just keep going up. A Great day it was at NSE! Lets see what today has to offer! #PositioningForTheGreatJanuaryHarvest @SufficientlyP
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Rank: Member Joined: 3/14/2012 Posts: 577 Location: Nairobi Kenya
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Sufficiently Philanga....thropic wrote:Metasploit wrote:dunkang wrote:Metasploit wrote:Sufficiently Philanga....thropic wrote:Metasploit wrote:Foreign comeback in full gear.
Watch how selected counters will cruise.
Eyes on Safaricom and Centum Certainly a Great start for these two. Mpesa firmly back in 11 territory! Mpesa closes at 11.05,a high of 11.15 and VWAP 11.05.Volume at 9.5M with 71% Net foreign buy. Lets see how it closes the week Just hoping they are not "HELLO" Foreigners Safaricom:High of 11.30.Very good and consistent demand with no supply.I dont know where it is going to The Taper fears did a good shakeout on Mpesa bank. 12 here we come # cc sufficiently Philanga Thinks also looking good on centum and Britam. Waiting for the buy signal on Home Afrik. Mpesa breakout yesterday was amazing. Foreign bids unrelenting. New highs As for Britam and centum, these ones just keep going up. A Great day it was at NSE! Lets see what today has to offer! #PositioningForTheGreatJanuaryHarvest Mpesa will touch 15 at this rate! Glad am in the bus! Before I die - i will touch the sky!!
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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young wrote:Aguytrying wrote:young wrote:Quote from @Agyuytrying in another post on HFCK
thread
" I'm not in love with the stock, I'm in love with the growth of the profits"
I fully concur Check out this growth, followed by a very ambitious prediction for 2016. Which if really there is a housing supply mismatch and company is run well( like it is currently), should happen. Aguytrying #709 Posted : Friday, November 01, 2013 2:32:39 PM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
Ireri is doing a fantastic job and will still do more, how many other companies in the NSe can boast of 50% plus growth for 3 years ? Yes he can do more, and he will do more. What more can you ask of a CEO, look at his track record in numbers...
HFCK PBT (millions)
2006- 127
2007- 131
2008- 196
2009- 354
2010- 560
2011- 975
2012- 907
2013- 1.3 billion (prediction, with estimate 50% growth)
what more do you want from this man. That's 10 times growth in earnings over 8 yrs.
Aguytrying #714 Posted : Saturday, November 02, 2013 7:19:29 AM
Quote
Rank: Elder
Joined: 7/11/2010
Posts: 2,961
Location: Nairobi
CAGR from 2006-2011 is 41%!!! extrapolate this from 2012 to 2016, since housing demand mismatch and the pbt of 2016 could be. 5.2 billion if 975m is your base.
gives eps of 22.75.
value with pe of 12. target is 273.00.
.....a ten bagger ceteris paribus esp CAGR. This is a good insight and triple vote of confidence on HFCK up to 2016 for a start That is why Equity owns a substantial chunk of HFCK.
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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Hfck the darling of many. "Don't let the fear of losing be greater than the excitement of winning."
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