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7 Pages<12345>»
Playing the market 2014 - 2016
EndowGaze
#41 Posted : Tuesday, January 07, 2014 4:01:24 PM
Rank: New-farer


Joined: 10/2/2012
Posts: 20
uchumi wrote:
i agree with you on kenol kobil.


smile
Money is like manure. You have to spread it around or it smells. ~ J. Paul Getty
sparkly
#42 Posted : Tuesday, January 07, 2014 5:45:29 PM
Rank: Elder


Joined: 9/23/2009
Posts: 7,285
Location: Enk are Nyirobi
SittingPretty wrote:
In the spirit of disclosure!!
My 2013 closing Portfolio:
Coop: 29%
EQTy: 12%
NIC: 22%
SAFC: 21%
KK: 16%
A bag of mixed results. A return of 20.97%
I was and am still a novice, much thanks to @Hisah, @Obiero and @Stockmaster. Influenced almost 99% of my purchases.
For 2014:
Safc: Hold Long Term
Coop: Hold Long Term
KK: Hold not sure for how long
NIC& EQTY: Sell after results
Kengen: Buy before and accumulate after rights issue, with any new cash for long long term.


63% in financials. Diversify...
Life is short. Live passionately.
Aguytrying
#43 Posted : Tuesday, January 07, 2014 9:53:44 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,023
sparkly wrote:
SittingPretty wrote:
In the spirit of disclosure!!
My 2013 closing Portfolio:
Coop: 29%
EQTy: 12%
NIC: 22%
SAFC: 21%
KK: 16%
A bag of mixed results. A return of 20.97%
I was and am still a novice, much thanks to @Hisah, @Obiero and @Stockmaster. Influenced almost 99% of my purchases.
For 2014:
Safc: Hold Long Term
Coop: Hold Long Term
KK: Hold not sure for how long
NIC& EQTY: Sell after results
Kengen: Buy before and accumulate after rights issue, with any new cash for long long term.


63% in financials. Diversify...


reduce exposure in financials to less than 50%
The investor's chief problem - and even his worst enemy - is likely to be himself
young
#44 Posted : Wednesday, January 08, 2014 11:05:40 PM
Rank: Elder


Joined: 6/20/2007
Posts: 1,882
Location: Lagos, Nigeria
HFCK at 34+ in 8th Jan 2014 is a clear indication
that it will surpass april 2014 target price of
38.18 bob.

It should be at 44-48 bob then.
I regard @stockmaster selection of HFCK
as the best followed by DTB.

TPSE is actually the odd one, the spoiler
of the good job.

I hope after a year if my prediction come
true that is if TPSE underperforms relative to the set benchmark the witty @stocksmaster will be bold
enough to substitute it with another counter to complete
the remaining 2 years.

This is very much allowed, afterall review or
re-appraisal of stock portfolio is a normal activity of
a good equity investor.
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. .
Wondergirl
#45 Posted : Thursday, January 09, 2014 8:32:18 AM
Rank: Member


Joined: 9/12/2009
Posts: 312
uchumi wrote:
i agree with you on kenol kobil.


Happy new year fellow investors. its yet another year for us to make a shilling, or lose depending on the choice one makes.
I notice none of you have Carbacid Investment in your portifolios. I'm thinking of making a re entry after they finally put their act together and upload the splits( I gather the bonus shares have been uploaded already.)What you say about that.d'oh! .
All the best.
ecstacy
#46 Posted : Thursday, January 09, 2014 8:39:58 AM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
My picks:

NBK
HFCK
SittingPretty
#47 Posted : Thursday, January 09, 2014 8:55:12 AM
Rank: Member


Joined: 2/16/2013
Posts: 123
Location: MSA
Aguytrying wrote:
sparkly wrote:
SittingPretty wrote:
In the spirit of disclosure!!
My 2013 closing Portfolio:
Coop: 29%
EQTy: 12%
NIC: 22%
SAFC: 21%
KK: 16%
A bag of mixed results. A return of 20.97%
I was and am still a novice, much thanks to @Hisah, @Obiero and @Stockmaster. Influenced almost 99% of my purchases.
For 2014:
Safc: Hold Long Term
Coop: Hold Long Term
KK: Hold not sure for how long
NIC& EQTY: Sell after results
Kengen: Buy before and accumulate after rights issue, with any new cash for long long term.


63% in financials. Diversify...


reduce exposure in financials to less than 50%

I think once I prop up more of the Energy Sub sectors, with extra cash or sales Proceeds in the next cycle, then will be fairly balanced!!
Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
Horton
#48 Posted : Thursday, January 09, 2014 9:04:59 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,463
Location: Nairobi
In 2013, I was all in at carbacid at an average purchase price of 135/= I got out at 240/=

I sold and got into HFCK @27/= 100%

Bought More HF@33

I usually buy 1 stock, research it thoroughly, set my targets and buy into it. However this year, I might do it differently.

Researching into 1 more stock, which I reckon could do well. All in all, 2013 was a great year. Hopefully I can replicate 2013.
snipermnoma
#49 Posted : Thursday, January 09, 2014 10:10:39 AM
Rank: Member


Joined: 1/3/2014
Posts: 257
SittingPretty wrote:
Aguytrying wrote:
sparkly wrote:
SittingPretty wrote:
In the spirit of disclosure!!
My 2013 closing Portfolio:
Coop: 29%
EQTy: 12%
NIC: 22%
SAFC: 21%
KK: 16%
A bag of mixed results. A return of 20.97%
I was and am still a novice, much thanks to @Hisah, @Obiero and @Stockmaster. Influenced almost 99% of my purchases.
For 2014:
Safc: Hold Long Term
Coop: Hold Long Term
KK: Hold not sure for how long
NIC& EQTY: Sell after results
Kengen: Buy before and accumulate after rights issue, with any new cash for long long term.


63% in financials. Diversify...


reduce exposure in financials to less than 50%

I think once I prop up more of the Energy Sub sectors, with extra cash or sales Proceeds in the next cycle, then will be fairly balanced!!


Good move reducing exposure and the energy sub sector is one of the best options you have.
Aguytrying
#50 Posted : Thursday, January 09, 2014 10:13:05 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,023
@horton. diversification as you well know reduces your risk. my target is to have at least 7-10 counters. stocks are very unpredictable and volatile. for example even now, no one can say with certainty if the nse index will close higher or lower at end year and those are 20 of the best stocks.
The investor's chief problem - and even his worst enemy - is likely to be himself
Horton
#51 Posted : Thursday, January 09, 2014 11:20:51 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,463
Location: Nairobi
Aguytrying wrote:
@horton. diversification as you well know reduces your risk. my target is to have at least 7-10 counters. stocks are very unpredictable and volatile. for example even now, no one can say with certainty if the nse index will close higher or lower at end year and those are 20 of the best stocks.


Hi aguy. Happy 2014.

I've done this way since 2003. The success is great.

I don't diversify. I pick 1-2 stocks and watch them like a hawk
cnn
#52 Posted : Thursday, January 09, 2014 12:50:48 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,560
My holdings are split into two...a long term portion,which i intend to hold for at least the next five years.
1.BAT..@ 138,a proven dividend payer.
2.WTK...bought in the 190-200 range,sold some at 300 to give me the initial capital invested,the remaining i will hold on to.
3.HFCK..a huge volume for this one,bought in the 15-18 range,sold enough at 26 to get back the seed capital,the remaining chunk i hold for the long term.
4.CFC stanbic holdings...64 to 86,the same play as the above two.
Short term portion@...purchased from mid last year to early this year,these i intend to sell as soon as my target prices are reached,
Centum @31...22.2%
Equity@ 31...47.9%
HFCK @31...20.6%
Pan africa ins@64...9.2%
Let us see which way Mr market goes in 2014.
ecstacy
#53 Posted : Thursday, January 09, 2014 2:04:50 PM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
ecstacy wrote:
My picks:

NBK
HFCK


NBK is headed for the skies. Let those with ears listen..
PKoli
#54 Posted : Thursday, January 09, 2014 7:44:34 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
ecstacy wrote:
ecstacy wrote:
My picks:

NBK
HFCK


NBK is headed for the skies. Let those with ears listen..

@ecstacy,

What are fundamentals driving this stock? Are you targeting to exit after FY results or you are in for long term ?
obiero
#55 Posted : Thursday, January 09, 2014 10:20:54 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,274
Location: nairobi
SittingPretty wrote:
In the spirit of disclosure!!
My 2013 closing Portfolio:
Coop: 29%
EQTy: 12%
NIC: 22%
SAFC: 21%
KK: 16%
A bag of mixed results. A return of 20.97%
I was and am still a novice, much thanks to @Hisah, @Obiero and @Stockmaster. Influenced almost 99% of my purchases.
For 2014:
Safc: Hold Long Term
Coop: Hold Long Term
KK: Hold not sure for how long
NIC& EQTY: Sell after results
Kengen: Buy before and accumulate after rights issue, with any new cash for long long term.

Karibu. Btw, thats a healthy portfolio for 2014. Only kenol is a little speculative
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#56 Posted : Thursday, January 09, 2014 10:24:18 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,274
Location: nairobi
gatoho wrote:
sparkly wrote:
S.Mutaga III wrote:
Mirena wrote:
Hello Wazuans,

Thanks @Stocksmaster for your commentary. I have been following you passively for the past one year and hope to invest as per your guidance in this new year!

What happened to independent thinking?

Another Hello starting by saying "hello wazuans". No disrespect @Mirena, just driving home a point.


You were never nice to monos in high School, were you Sparks?

Hii @mirena lazima ilianza kufollow the master after Jan 13. Last year @stockmaster failed the nse test and he admitted it, very honorably. that said, he remains one of the sharpest minds here
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
ecstacy
#57 Posted : Thursday, January 09, 2014 11:37:37 PM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
PKoli wrote:
ecstacy wrote:
ecstacy wrote:
My picks:

NBK
HFCK


NBK is headed for the skies. Let those with ears listen..

@ecstacy,

What are fundamentals driving this stock? Are you targeting to exit after FY results or you are in for long term ?


I expect overdue management change and better market strategies from this laggard. It's a wait and see. If the former happens, I anticipate positive market reaction.
PKoli
#58 Posted : Friday, January 10, 2014 8:18:35 AM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
ecstacy wrote:
PKoli wrote:
ecstacy wrote:
ecstacy wrote:
My picks:

NBK
HFCK


NBK is headed for the skies. Let those with ears listen..

@ecstacy,

What are fundamentals driving this stock? Are you targeting to exit after FY results or you are in for long term ?


I expect overdue management change and better market strategies from this laggard. It's a wait and see. If the former happens, I anticipate positive market reaction.


Not easy to overhaul Coop management. Ownership is by Saccos, so expecting any radical changes is difficult. My wish was to have Coopholding sell 50% of their shares to a strategic investor. They could bring to the board some new blood.
ecstacy
#59 Posted : Friday, January 10, 2014 2:46:22 PM
Rank: Elder


Joined: 2/26/2008
Posts: 4,449
PKoli wrote:
ecstacy wrote:
PKoli wrote:
ecstacy wrote:
ecstacy wrote:
My picks:

NBK
HFCK


NBK is headed for the skies. Let those with ears listen..

@ecstacy,

What are fundamentals driving this stock? Are you targeting to exit after FY results or you are in for long term ?


I expect overdue management change and better market strategies from this laggard. It's a wait and see. If the former happens, I anticipate positive market reaction.


Not easy to overhaul Coop management. Ownership is by Saccos, so expecting any radical changes is difficult. My wish was to have Coopholding sell 50% of their shares to a strategic investor. They could bring to the board some new blood.


I believe we shall have a clearer picture come mid-end Feb? smile
knight026
#60 Posted : Saturday, January 11, 2014 8:33:08 AM
Rank: New-farer


Joined: 1/3/2014
Posts: 32
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