As mentioned earlier, I have not been blogging due to time, internet & technology constraints!
I am trying to expand to "Africa" but I am constrained primarily to Kenya. In this regard, I try to post on Investing In Africa.
Investing in Africa has newsletter that provides an analysis on listed African firms from all parts of Sub-Saharan Africa. Even though it is a paid service, it is an excellent resource for those who want to look outside Kenya for investments.
NSE Index- It has risen over the 6000 mark but unless I have the guts on its composition & how it is calculated, I would not place much faith on the Index...
NSE website - Same old pathtic site. All talk, no action!
KPLC - It has shot out of the gate in 2007 in heavy anticipation of a bonus.
CMC - Another bloomer while investors wait for a bonus.
The PE & PEG are getting out of whack (IMHO) but there are a few stocks that seem price laggards even with decent performance.
BOC - Its rather idiotic to have BOC on ice/suspended from trading for over 6 months! It has performed rather well in spite of the drought in early 2005 & the price for BOC is expected to rise when trading resumes.
Carbacid - Its rather idiotic to have Carbacid on ice/suspended from trading for over 6 months! It has performed rather well but until the CMA &/or the tribunal decides on its fate regarding its acquisition by BOC, the shareholders are stuck if they want to sell. The good news is that since it is well managed the firm's shareholders do benefit from larger profits & dividends while trading is suspended.
I am trying to expand to "Africa" but I am constrained primarily to Kenya. In this regard, I try to post on Investing In Africa.
Investing in Africa has newsletter that provides an analysis on listed African firms from all parts of Sub-Saharan Africa. Even though it is a paid service, it is an excellent resource for those who want to look outside Kenya for investments.
NSE Index- It has risen over the 6000 mark but unless I have the guts on its composition & how it is calculated, I would not place much faith on the Index...
NSE website - Same old pathtic site. All talk, no action!
KPLC - It has shot out of the gate in 2007 in heavy anticipation of a bonus.
CMC - Another bloomer while investors wait for a bonus.
The PE & PEG are getting out of whack (IMHO) but there are a few stocks that seem price laggards even with decent performance.
BOC - Its rather idiotic to have BOC on ice/suspended from trading for over 6 months! It has performed rather well in spite of the drought in early 2005 & the price for BOC is expected to rise when trading resumes.
Carbacid - Its rather idiotic to have Carbacid on ice/suspended from trading for over 6 months! It has performed rather well but until the CMA &/or the tribunal decides on its fate regarding its acquisition by BOC, the shareholders are stuck if they want to sell. The good news is that since it is well managed the firm's shareholders do benefit from larger profits & dividends while trading is suspended.
