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the 3 stocks you should buy
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bruno
#1 Posted : Monday, June 29, 2009 8:56:00 AM
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Joined: 4/17/2008
Posts: 11
with the recent hike in prices at nse comparatively to the past 3 months. one intelligent investor should incorporate the following 3 stocks in his portfolio
1. Access kenya
2. Equity bank
3. Housing finance

if you are a buy and hold investor with a time horizon of atleat 5 years you are safe on capital gains than on dividends. let the gurus on sk elaborate .......you wont regret

Risktaker
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jerry
#2 Posted : Monday, June 29, 2009 12:25:00 PM
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Give ur reasoning or the gurus are using you? Methinks ARM,CBERG,MSC.

Hotels will always serve the fruits/vegs of the season. In stocks,ur duty as a trader is to identify the HOTshare of the season.
The opposite of courage is not cowardice, it's conformity.
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pm
#3 Posted : Monday, June 29, 2009 12:57:00 PM
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@bruno ,[277 views | 1 reply]

Could you give us specific reasons why you recommend the three stocks?
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Wini the pooh
#4 Posted : Monday, June 29, 2009 1:08:00 PM
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Someone enlighten me on this.....why ? why these cpecific ones?
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SUSU
#5 Posted : Monday, June 29, 2009 3:24:00 PM
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Yes 'Mr.Intelligent Investor'...Bruno....Can u support ur claims??

Did you know that if u buy 'anything' under the sun and wait for 5Years u'll make a profit??

If u have 5Years to wait for a gain of 20% then Lucky u....keep on waiting....
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toti
#6 Posted : Monday, June 29, 2009 7:11:00 PM
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Really? I disagree completely. The hot stocks right now are coop bank,kcb and centum. Seriously. 5 years though...who'se got 5 years???????

ANK
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uchumi
#7 Posted : Tuesday, June 30, 2009 7:10:00 AM
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TPS SERENA
DIAMOND TRUST
JUBILEE
“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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mtaalam
#8 Posted : Tuesday, June 30, 2009 8:21:00 AM
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Bought kplc about 3 months ago at a real bargain... Still a good buy now.

ili iwe funzo...
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bruno
#9 Posted : Wednesday, July 01, 2009 10:20:00 AM
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@pm.... good question why the three check out their stable trend on pricing and what are these 3 companies doing in the market. more so check out the products/industry they are engaged in:
base line.... they is prospects for high growth in the next 5 years- IGNORE THE MARKET 'NOISE' it will always be there...i mean the fluctuations

1. HOUSING FINANCE
@ for housing finance.....the housing boom in kenya isnt any near to result into a housing bubble give it atleast 15 years
low income - middle class- kenyans have realized the importance of owning a their own house
the slum upgrading project....HF likely to rip highly

2. ACCESS
for a lucky,and not necessarily an intelligent,investor who bought access @ 12.00 made Return of almost 100% when it touched 25.00 high within 4 months
the industry ..i mean the ICT boom in kenya has just began with the onset of fiber optic technology the dotcom boom is here to stay
this is a company that is gonna be ploughing back much of the profits for expansion ..thus capital growth not dividends

be swift....

Risktaker
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ecstacy
#10 Posted : Wednesday, July 01, 2009 10:28:00 AM
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Access Kenya - growth company,Kenya Airways - capital gains
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bruno
#11 Posted : Wednesday, July 01, 2009 10:30:00 AM
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@susu...not always in accounting there is what we call depreciation or amortization
not everything bought under the sun will fetch higher prices in 5 yrs...that is a limited scope of investing... buy a car @ 2m today sell it to me at @ 2.000000001m in 3 yrs time ! hell no. not all stocks' prices appreciates with time. even when inflation is factored in.. walmart,uchumi and others its merely inflation impact........
investing is more interesting when its business like.... i dont know what he ment i mean warren buffet or was it fetched from benjamin graham...

Risktaker
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bruno
#12 Posted : Wednesday, July 01, 2009 10:37:00 AM
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@ecstacy. seems we are reading from same script......capital gains better than dividends yes KQ is also a bargain ...but should run away from forwards,options and futures contract lest expect more problems. these things are still complicated for our folks @ kq
But ecstacy is there a difference btn a diffence btn a growith stock and a capital gain stock come clean..........

Risktaker
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ecstacy
#13 Posted : Wednesday, July 01, 2009 1:10:00 PM
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It's all in the reason for the expected rise...my view seeks to differentiate a share price rise resulting from KQ simply bouncing back from 'gross undervaluation' in the context of hedging factors...as compared to a company in an actual growth phase...the share prices will both rise but for very different reasons...
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pm
#14 Posted : Thursday, July 02, 2009 1:19:00 AM
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Joined: 11/11/2006
Posts: 60
@bruno,








On why the three (HFCK,ACESS,EQ) ; I understand the housing market is explosive and demand will continue once the financial crisis passes,but,is HFCK capable of taking advantage of it? (Read management) never been impressed by them,maybe,Equity can inject better management.

ACCESS,I agree,only we need visionaries at the gov. infrastructure end to bring stuff like WIMAX to ALL Nairobi Metros (all the way to Athi River,Thika,Ngong,Ndumberi,Limuru...),that perhaps is the most direct way to bring Internet universally to Nairobi & Metro,ACCESS could be partners in such projects... even if we grind our way towards broadband access,ACCESS is still well positioned,they jut need to be resourceful and embark on strategic projects… agree on that one.

On EQ,I don’t know much about banking,but,they do have a very sharp CEO ... EQ seem to have gone up quite a bit,I sort of liked NBK before it went up from mid twenties ... my order at 25 never got filled... for some reason,I had KCB,Barclays,NBK as better investments than EQ,I thought they had more elbow room to pop
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SUSU
#15 Posted : Thursday, July 02, 2009 10:46:00 AM
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Location: Far East
What is with Bamburi !!! ....a very steep rise from 119 May to current 145... iko kitu behind it???
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SUSU
#16 Posted : Thursday, July 02, 2009 10:55:00 AM
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Location: Far East
What is with Bamburi !!! ....a very steep rise from 119 May to current 145... iko kitu behind it???
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