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S.Mutaga III		#1 Posted : Monday, December 31, 2018 4:07:05 PM
Rank: Member Joined: 3/26/2012 Posts: 830		Current NSE Index position - 2,755 Market conditions: Overwhelmingly bearish Strategy: Value Investing Hypothetical starting capital: Ksh 1,000,000 Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively) 1st Pick: LONGHORN PUBLISHERS FY PBT 2016 = 139 million +43% FY PBT 2017 = 179 million +28% FY PBT 2018 = 273 million +53% Current PE = 7 Current Price = 4.65 Dividend yield = 9% Amount Allocated to Longhorn: Ksh 379,068 Number of shares = 80,000 4.6580000= Ksh 372,000 0.019372,000 = Ksh 7,068 372,000 + 7, 068 = 379,068 Cash in bank: Ksh 620,932 Commentary: Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower. I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital. #The Only Easy Day Was Yesterday A successful man is not he who gets the best, it is he who makes the best from what he gets.
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MugundaMan		#2 Posted : Monday, December 31, 2018 4:34:21 PM
Rank: Elder Joined: 1/8/2018 Posts: 2,212 Location: DC (Dustbowl County)		Keep hope alive. I will get back into the casino when Safcom hits 10 Bob and ICDC hits 5 Bob. Hizo zingine ni nyani bin nyanis.
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S.Mutaga III		#3 Posted : Monday, December 31, 2018 6:12:00 PM
Rank: Member Joined: 3/26/2012 Posts: 830		MugundaMan wrote: Keep hope alive. I will get back into the casino when Safcom hits 10 Bob and ICDC hits 5 Bob. Hizo zingine ni nyani bin nyanis. You must be new here. Anyway, all the best trying to catch that bottom :) A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Angelica _ann		#4 Posted : Monday, December 31, 2018 9:52:56 PM
Rank: Elder Joined: 12/7/2012 Posts: 11,935		S.Mutaga III wrote: MugundaMan wrote: Keep hope alive. I will get back into the casino when Safcom hits 10 Bob and ICDC hits 5 Bob. Hizo zingine ni nyani bin nyanis. You must be new here. Anyway, all the best trying to catch that bottom :) Nice one, hakuna kubishana umemuwacha na panganga zake In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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MugundaMan		#5 Posted : Monday, December 31, 2018 10:23:17 PM
Rank: Elder Joined: 1/8/2018 Posts: 2,212 Location: DC (Dustbowl County)		S.Mutaga III wrote: MugundaMan wrote: Keep hope alive. I will get back into the casino when Safcom hits 10 Bob and ICDC hits 5 Bob. Hizo zingine ni nyani bin nyanis. You must be new here. Anyway, all the best trying to catch that bottom :) You ain't seen nuffin yet . Longhorn will be trading at 30 cents by Dec 2019. Ask those hopeless hope filled hopers who clung on to turbo nyani HAFR hoping upon hope it would zoom "soon" . I told them to run from that thing but they did not listen, now they are eating crow! My fren, SELL this thing or regret bitterly when dec 2019 arrives! The NSE bear run has not even started proper yet!
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MugundaMan		#6 Posted : Monday, December 31, 2018 11:46:46 PM
Rank: Elder Joined: 1/8/2018 Posts: 2,212 Location: DC (Dustbowl County)		Read and weep: https://www.nation.co.ke...67236-eehysr/index.html Whenever you see a CEO resigning either "for health reasons" or for no reason at all, just know things are dheek! I suspect books are being cooked heavily hapa. Naikuni resigned - project Mawingu looting spree came to light after HFCK guy resigned - massive scandal that was exposed by lawsuit by employee that was "settled out of court" has not even exploded properly yet Kidero and his goon squad resigned - Mumias went to the dogs! Wakina Kirubi resigned as directors - Uchumi collapsed I can go on and on and on Ogopa casino, baba! You cannot get a P/E ratio on fraud! Quote: Mr Wahome is faced with the immediate task of rebounding the publisher from last year’s 24 per cent drop in sales that led to a dip in after-tax profits by 16 per cent in the six months to December. Longhorn attributed the profit fall to a prolonged electioneering period and a tough economic environment.
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S.Mutaga III		#7 Posted : Tuesday, January 01, 2019 2:22:34 AM
Rank: Member Joined: 3/26/2012 Posts: 830		MugundaMan wrote: Read and weep: https://www.nation.co.ke...67236-eehysr/index.html Whenever you see a CEO resigning either "for health reasons" or for no reason at all, just know things are dheek! I suspect books are being cooked heavily hapa. Naikuni resigned - project Mawingu looting spree came to light after HFCK guy resigned - massive scandal that was exposed by lawsuit by employee that was "settled out of court" has not even exploded properly yet Kidero and his goon squad resigned - Mumias went to the dogs! Wakina Kirubi resigned as directors - Uchumi collapsed I can go on and on and on Ogopa casino, baba! You cannot get a P/E ratio on fraud! Quote: Mr Wahome is faced with the immediate task of rebounding the publisher from last year’s 24 per cent drop in sales that led to a dip in after-tax profits by 16 per cent in the six months to December. Longhorn attributed the profit fall to a prolonged electioneering period and a tough economic environment. That risk can be diversified away or rather contained. That's why you don't invest all your capital in one stock. A successful man is not he who gets the best, it is he who makes the best from what he gets.
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MugundaMan		#8 Posted : Tuesday, January 01, 2019 10:38:58 AM
Rank: Elder Joined: 1/8/2018 Posts: 2,212 Location: DC (Dustbowl County)		S.Mutaga III wrote: That risk can be diversified away or rather contained. That's why you don't invest all your capital in one stock. Eish, you are really set in your ways I see. Good for you and I really wish you the best. Rampant fraud in almost all companies in the bourse cannot really be diversified away but let us hope for the best for your LKL. Remember this is a DJ CK offshoot and you know how all his companies zina nuksi nuksi flani flani na kadhaa kadhaa. He has tried to clean up ICDC lakini even that one I do not trust despite the robust results. Hence I wil only touch it when it hits near zero, or will never touch it at all. In Kenya even judges are being bought so what about mere accountants and auditors who will sell out for a pittance? As I said ogopa NSE but time will tell how your LKL investment pans out.
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Fyatu		#9 Posted : Tuesday, January 01, 2019 2:40:16 PM
Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru		S.Mutaga III wrote: Current NSE Index position - 2,755 Market conditions: Overwhelmingly bearish Strategy: Value Investing Hypothetical starting capital: Ksh 1,000,000 Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively) 1st Pick: LONGHORN PUBLISHERS FY PBT 2016 = 139 million +43% FY PBT 2017 = 179 million +28% FY PBT 2018 = 273 million +53% Current PE = 7 Current Price = 4.65 Dividend yield = 9% Amount Allocated to Longhorn: Ksh 379,068 Number of shares = 80,000 4.6580000= Ksh 372,000 0.019372,000 = Ksh 7,068 372,000 + 7, 068 = 379,068 Cash in bank: Ksh 620,932 Commentary: Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower. I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital. #The Only Easy Day Was Yesterday I like. Dumb money becomes dumb only when it listens to smart money
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2012		#10 Posted : Tuesday, January 01, 2019 3:57:29 PM
Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi		S.Mutaga III wrote: Current NSE Index position - 2,755 Market conditions: Overwhelmingly bearish Strategy: Value Investing Hypothetical starting capital: Ksh 1,000,000 Objective: 30% (To match the performance of the best NSE stocks of 2018 i.e Express and Unga @ 31% and 30% respectively) 1st Pick: LONGHORN PUBLISHERS FY PBT 2016 = 139 million +43% FY PBT 2017 = 179 million +28% FY PBT 2018 = 273 million +53% Current PE = 7 Current Price = 4.65 Dividend yield = 9% Amount Allocated to Longhorn: Ksh 379,068 Number of shares = 80,000 4.6580000= Ksh 372,000 0.019372,000 = Ksh 7,068 372,000 + 7, 068 = 379,068 Cash in bank: Ksh 620,932 Commentary: Longhorn Publishers is a small, high growth company. It has a single digit PE ratio, excellent dividend yield and impressive profit growth in the last three years. I am willing to bet that the company will continue to post good results in the foreseeable future. The company has diversified its products and geographical presence presenting more opportunities for accelerated growth. The chairman FT.Nyammo owns 5.88% of the company stock directly i.e about Ksh 75,000,000 at current stock price. He also owns a stake (not disclosed) in Pacific Futures and Options Limited, which owns 12.85% of the company i.e about Ksh 163,000,000 at current stock price. I like investing in companies where senior management have skin in the game. I see better growth prospects for the company in future because I believe that a company operating in over five countries should make a lot more than 273 million going forward. I will buy at 4.65 or lower. I am still studying the market to hunt for more bargains and deploy the remaining (hypothetical) Ksh 620,932 capital. #The Only Easy Day Was Yesterday Please explain further why you think Longhorn Publishers has a bright future with all the uncertainty, projected/expected disruption and happening in that industry. BBI will solve it :)
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