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mukiha
#1 Posted : Wednesday, February 03, 2010 2:34:11 PM
Rank: Elder

Joined: 6/27/2008
Posts: 4,114
Lest we lose sight of the forest for the trees:

Highest gainers in the year so far are:

Mumias Sugar Co. +47.45%

Kenya Airways +44.06%

KenolKobil Co +32.00%

Eveready East Africa +22.41%

Sameer Africa +21.00%

Jubilee Insurance Co. +20.00%

Safaricom Limited +17.58%

E.A.Cables +16.05%

NIC Bank +12.00%

Express +11.80%


How many of them are in your portfolio?
mukiha attached the following image(s):
j0441361rv.jpg (15kb) downloaded 5 time(s).
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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VituVingiSana
#2 Posted : Wednesday, February 03, 2010 2:36:00 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
I do not like Neveready & Scameer but I need to look at them as speculative plays...

I do not have them in my (current) portfolio
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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anasazi
#3 Posted : Wednesday, February 03, 2010 2:44:23 PM
Rank: Veteran

Joined: 6/8/2007
Posts: 675
Took one look at Neveready's financials before the IPO and never looked at them again. However I need(ed) to add KQ to my portfolio. Am hoping for a second chance, since I believe I missed the bus on this one. Or is it still a good time?
Form is temporary, class is permanent
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VituVingiSana
#4 Posted : Wednesday, February 03, 2010 3:16:57 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
anasazi - I do not know what... lakini kuna kitu @KQ

I have posted my thoughts on KQ on 'taking positions in 2010'
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kelele
#5 Posted : Thursday, February 04, 2010 12:27:42 AM
Rank: New-farer

Joined: 1/9/2010
Posts: 18
I wonder what's behind the surge in evereaday. Their profits have gradudaly gone down year to year and nothing out there seems to indicate that things are on the turnaround.
That said,I have started loading up on it - purely speculative reasons
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sparkly
#6 Posted : Thursday, February 04, 2010 4:26:43 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@mukiha am not surprised by the list of top gainers. I repeat with conviction that 2010 is the year for medium and small CAPS. The likes of cables, nic and kobil have lots of mileage left in them.
Life is short. Live passionately.
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guru267
#7 Posted : Thursday, February 04, 2010 5:34:34 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
kelele wrote:
I wonder what's behind the surge in evereaday. Their profits have gradudaly gone down year to year and nothing out there seems to indicate that things are on the turnaround.
That said,I have started loading up on it - purely speculative reasons



yeah i agree that there is no fundamentals whatsoever supporting this stock... its facing rising competition, rising costs, and lower revenues which all spell disaster... so why would you load up on this counter with such high risk even for speculation??? especially when the current market is flooded with oppurtunity
Mark 12:29
Deuteronomy 4:16
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Cicero
#8 Posted : Thursday, February 04, 2010 5:38:45 AM
Rank: Member

Joined: 7/7/2009
Posts: 111
If you look carefully at the top 10 gainers @mukiha has been kind enought to analyse and post for us above, there is something about at least 7 of the counters ... a possibility that someone with a keen eye could have picked them out as very good buys 3-6 months or so ago and made a good profit. Problem is most people dont listen to their inner voice especially with KQ and Mumias seeming to do really badly (Mumias the share, KQ their end of last FY results) ...
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it...
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guru267
#9 Posted : Thursday, February 04, 2010 6:02:04 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@mukiha's post is very enlightening... i had KQ and safcom but bailed on KQ for a number of reasons.... but for those who missed the buses there is still plenty of oppurtunity for 2010
in counters like: Kenya Re
Olympia capital
KQ
and for the big boys in this game there's also KPLC
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#10 Posted : Thursday, February 04, 2010 6:20:45 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
KenyaRe - I am not comfy but I will wait for the results & Annual Report...

Olympia - CEO (in an interview on CNBC) said they were looking at a minimum of 40mn PAT (EPS of 1/-) for this year.

KQ - I estimate EPS of 5-7 (without hedging gains). 1H was 1.84 AFTER the costs for the strike & backpay

KPLC - Lots of volatility/uncertainty with the restructuring.


Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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