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Playing the market 2014 - 2016
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Horton
#51 Posted : Thursday, January 09, 2014 11:20:51 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
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
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cnn
#52 Posted : Thursday, January 09, 2014 12:50:48 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
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.
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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..
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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 ?
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obiero
#55 Posted : Thursday, January 09, 2014 10:20:54 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,216
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

KQ ABP 4.26
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obiero
#56 Posted : Thursday, January 09, 2014 10:24:18 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,216
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

KQ ABP 4.26
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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.
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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.
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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
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knight026
#60 Posted : Saturday, January 11, 2014 8:33:08 AM
Rank: New-farer

Joined: 1/3/2014
Posts: 32
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