kenyamoja wrote:I've had my mind on these two for a while and I want to jump in for the medium term abt 5-7 yrs. Now, good wazurians, any insights on the more profitable of either?
I'm looking at both capital gains and dividends btwn now and 2017!!!!
Dude/duddete...
what system of analysis are you using to determine what you have? delink thinking from company and stick to that system..
e.g low p/e (or preferably low psr), ROE atleast 15 % per year..(don't consider asset base since both have very different asset requirements) debt-equity ratio, cash...
you have a seven year window..Yes but analyse again once a year..to make sure that your invested principle is doing as expected.. this means bearing all factors there are going to be some years EAPC is the better share to have...and some years Kenol is the better pick..change your portfolio accordingly...ignore company..stick to your investment strategy..eg i buy only those counters with an average ROE>17% over last 3 years, PSR<1.2..etc etc..and reevaluate portfolio in last week of march..if what i have is out of sync..i look for way out of it...if i find a new counter i missed last year..i buy...my buying is spread..on average over 6 weeks...my selling is on block..
our market is jus too small.
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