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Q3 2017: A Strategic Re-entry into the stock market-NSE
heri
#41 Posted : Thursday, February 08, 2018 2:23:55 PM
Rank: Member


Joined: 9/14/2011
Posts: 609
Location: nairobi
S.Mutaga III wrote:
It is approximately 7.5 months since I started this thread. Current performance is as follows:
Counter: Total Kenya
Buying Price: Ksh 20.5 per share
Current Price: Ksh 30 per share
Gross % Profit: 46.3%
NB: So far, since January 2018, Total has been the best performing counter in the NSE.
Happy Hunting


Great . Which other counters are you invested ?
S.Mutaga III
#42 Posted : Thursday, February 08, 2018 2:41:58 PM
Rank: Member


Joined: 3/26/2012
Posts: 738
heri wrote:
S.Mutaga III wrote:
It is approximately 7.5 months since I started this thread. Current performance is as follows:
Counter: Total Kenya
Buying Price: Ksh 20.5 per share
Current Price: Ksh 30 per share
Gross % Profit: 46.3%
NB: So far, since January 2018, Total has been the best performing counter in the NSE.
Happy Hunting


Great . Which other counters are you invested ?

Currently, just Total. When I make my next move, I will update it on this thread. Still trying to crunch NIC's numbers.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
wukan
#43 Posted : Thursday, February 08, 2018 3:16:20 PM
Rank: Member


Joined: 11/13/2015
Posts: 638
S.Mutaga III wrote:
heri wrote:
S.Mutaga III wrote:
It is approximately 7.5 months since I started this thread. Current performance is as follows:
Counter: Total Kenya
Buying Price: Ksh 20.5 per share
Current Price: Ksh 30 per share
Gross % Profit: 46.3%
NB: So far, since January 2018, Total has been the best performing counter in the NSE.
Happy Hunting


Great . Which other counters are you invested ?

Currently, just Total. When I make my next move, I will update it on this thread. Still trying to crunch NIC's numbers.


Applause Applause Total was a good catch it was really undervalued. What is your target exit price?
S.Mutaga III
#44 Posted : Thursday, February 08, 2018 9:36:00 PM
Rank: Member


Joined: 3/26/2012
Posts: 738
wukan wrote:
S.Mutaga III wrote:
heri wrote:
S.Mutaga III wrote:
It is approximately 7.5 months since I started this thread. Current performance is as follows:
Counter: Total Kenya
Buying Price: Ksh 20.5 per share
Current Price: Ksh 30 per share
Gross % Profit: 46.3%
NB: So far, since January 2018, Total has been the best performing counter in the NSE.
Happy Hunting


Great . Which other counters are you invested ?

Currently, just Total. When I make my next move, I will update it on this thread. Still trying to crunch NIC's numbers.


Applause Applause Total was a good catch it was really undervalued. What is your target exit price?

There is no fixed exit price. I plan to exit when I view the counter as overvalued. Until then,I just ride the roller coaster. My only regret is not putting in more cash.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
obiero
#45 Posted : Thursday, February 08, 2018 9:41:20 PM
Rank: Elder


Joined: 6/23/2009
Posts: 8,988
Location: nairobi
S.Mutaga III wrote:
wukan wrote:
S.Mutaga III wrote:
heri wrote:
S.Mutaga III wrote:
It is approximately 7.5 months since I started this thread. Current performance is as follows:
Counter: Total Kenya
Buying Price: Ksh 20.5 per share
Current Price: Ksh 30 per share
Gross % Profit: 46.3%
NB: So far, since January 2018, Total has been the best performing counter in the NSE.
Happy Hunting


Great . Which other counters are you invested ?

Currently, just Total. When I make my next move, I will update it on this thread. Still trying to crunch NIC's numbers.


Applause Applause Total was a good catch it was really undervalued. What is your target exit price?

There is no fixed exit price. I plan to exit when I view the counter as overvalued. Until then,I just ride the roller coaster. My only regret is not putting in more cash.

Hongera
DISCLAIMER: @obiero, MBA-MIS, CISA. Opinionated, owner of www.winda.co.ke. Whilst care has been taken in compiling communicated data to be factual and logical, he doesn't accept any responsibility in your understanding of info shared herein..
S.Mutaga III
#46 Posted : Thursday, February 08, 2018 9:58:50 PM
Rank: Member


Joined: 3/26/2012
Posts: 738
mamilli wrote:
S.Mutaga III wrote:
It is slightly over 5 months since I started this thread. Total is currently trading at Ksh 26 per share. My buying price was Ksh 20.5 per share. This represents a 26.8% rally from the buying price. Nothing much has happened lately due to the election jitters, but I believe that once the swearing in is over, everything will be back to normal. I will be updating my next move soon.


@S.mutaga what became of UNGA,ama metrics changed? you were very upbeat about it at some point.

I exited Unga a long time ago when they posted a decline in profits.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
S.Mutaga III
#47 Posted : Thursday, March 22, 2018 9:21:19 PM
Rank: Member


Joined: 3/26/2012
Posts: 738
It is exactly 9 months since I started this thread.
Buying price:- Ksh 20.5
Current price:- Ksh 32
Gain:- 56%
Currently waiting for the full year results in less than 2 weeks.

#Happy Hunting
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Fyatu
#48 Posted : Friday, March 23, 2018 8:09:12 AM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,078
Location: Nakuru
S.Mutaga III wrote:
It is exactly 9 months since I started this thread.
Buying price:- Ksh 20.5
Current price:- Ksh 32
Gain:- 56%
Currently waiting for the full year results in less than 2 weeks.

#Happy Hunting


Congratulations @S.Mutunga III for this achievement. I would like to know if you deployed the cash (600k) to another counter and if yes, which one.
Mnataka nifanye nini jameni?? d'oh! d'oh!
S.Mutaga III
#49 Posted : Friday, March 23, 2018 9:36:06 AM
Rank: Member


Joined: 3/26/2012
Posts: 738
Fyatu wrote:
S.Mutaga III wrote:
It is exactly 9 months since I started this thread.
Buying price:- Ksh 20.5
Current price:- Ksh 32
Gain:- 56%
Currently waiting for the full year results in less than 2 weeks.

#Happy Hunting


Congratulations @S.Mutunga III for this achievement. I would like to know if you deployed the cash (600k) to another counter and if yes, which one.

I did not deploy the 600k+ to any other counter. I plan to invest at least 1 million per stock in my next picks. I was checking on NIC but I have decided not to invest in that counter after viewing the results. I will pick another counter within the next three months and probably cash out of Total.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Kalameni
#50 Posted : Monday, March 26, 2018 10:49:57 PM
Rank: New-farer


Joined: 9/20/2010
Posts: 70
Mutaga we await your next pick in this bullish market.
winmak
#51 Posted : Tuesday, March 27, 2018 7:57:03 AM
Rank: Member


Joined: 12/1/2007
Posts: 337
Location: Nakuru
Suddenly all counters seem out of reach
For investors as a whole, returns decrease as motion increases ~ WB
S.Mutaga III
#52 Posted : Monday, April 23, 2018 11:12:44 AM
Rank: Member


Joined: 3/26/2012
Posts: 738
I have decided to liquidate 15,000 shares bought at Ksh 20.5. My rationale is that the market has been flat for the last three months as shown by the NSE 20 share index. It might have topped and I feel that the share has very little room going forward.
Buying Price:- Ksh 20.5
Selling Price:- Ksh 32.25
% return on investment = 56%
Since I started this thread, the NSE 20 share index has risen by just 110 points from around 3600 to 3710. This represents a 3% gain maybe slightly more than 3% when adjusted for dividends. My investment in Total has outperformed the index by a factor of 18. I will stay out of the market going forward as I wait for bargains when prices tumble.
15,000*32.25= Ksh 483,750
483,750*0.019 = Ksh 9,192 (Broker's commission)
483,750 - 9,192 = Ksh 474,558
474,558-313,189 = Ksh 161,369

Profit from investment activity = Ksh 161,369 (10 months Ksh 313, 189 investment)Laughing out loudly Laughing out loudly Laughing out loudly

#Happy Hunting#
A successful man is not he who gets the best, it is he who makes the best from what he gets.
Ericsson
#53 Posted : Monday, April 23, 2018 11:20:35 AM
Rank: Elder


Joined: 12/4/2009
Posts: 4,681
Location: NAIROBI
S.Mutaga III wrote:
I have decided to liquidate 15,000 shares bought at Ksh 20.5. My rationale is that the market has been flat for the last three months as shown by the NSE 20 share index. It might have topped and I feel that the share has very little room going forward.
Buying Price:- Ksh 20.5
Selling Price:- Ksh 32.25
% return on investment = 56%
Since I started this thread, the NSE 20 share index has risen by just 110 points from around 3600 to 3710. This represents a 3% gain maybe slightly more than 3% when adjusted for dividends. My investment in Total has outperformed the index by a factor of 18. I will stay out of the market going forward as I wait for bargains when prices tumble.
15,000*32.25= Ksh 483,750
483,750*0.019 = Ksh 9,192 (Broker's commission)
483,750 - 9,192 = Ksh 474,558
474,558-313,189 = Ksh 161,369

Profit from investment activity = Ksh 161,369 (10 months Ksh 313, 189 investment)Laughing out loudly Laughing out loudly Laughing out loudly

#Happy Hunting#


Happy Hunting and good job and analysis.
I hope vvs learns from you
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