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murchr
#21 Posted : Tuesday, May 05, 2015 2:13:10 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
KNRE & KPLC are great value stocks but they are likely stagnate at those prices for as long as the bear beckons.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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S.Mutaga III
#22 Posted : Tuesday, May 26, 2015 12:42:35 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Ericsson
#23 Posted : Tuesday, May 26, 2015 12:49:24 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,809
Location: NAIROBI
I love the safaricom fall.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mlennyma
#24 Posted : Tuesday, May 26, 2015 12:53:26 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.
"Don't let the fear of losing be greater than the excitement of winning."
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Aguytrying
#25 Posted : Tuesday, May 26, 2015 12:58:27 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Ericsson wrote:
I love the safaricom fall.


That phrase " having your cake and eating it". Between now and september we could get the dividend plus a fair pricesmile smile
The investor's chief problem - and even his worst enemy - is likely to be himself
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S.Mutaga III
#26 Posted : Tuesday, May 26, 2015 12:58:45 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
mlennyma wrote:
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.

It has shed about 4% in the last two months.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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Aguytrying
#27 Posted : Tuesday, May 26, 2015 1:03:51 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.


Those 2 gov stocks are a poisonous chalice ( he, ata mi najua kizungu). They will be hit hardest by the bear and will recover slowest with least percentage gain. You know what im saying is true.because it has happened before. just a caution from one wazuan to another. my 2 zim dollars
The investor's chief problem - and even his worst enemy - is likely to be himself
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S.Mutaga III
#28 Posted : Tuesday, May 26, 2015 1:06:03 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
Aguytrying wrote:
mlennyma wrote:
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.


Those 2 gov stocks are a poisonous chalice ( he, ata mi najua kizungu). They will be hit hardest by the bear and will recover slowest with least percentage gain. You know what im saying is true.because it has happened before. just a caution from one wazuan to another. my 2 zim dollars

Thats why I am not touching government stocks again in future. I went against my own principles when buying them. I will just hold on to whatever I have already bought and learn a lesson. I did my homework and they were the best deals in the market at that time, with healthy year on year growth. I think the disadvantage they have is low dividend yields and high government shareholding, otherwise the companies seem to be performing pretty well on paper. The share prices tell a different story. Its the school of life they saysmile
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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mlennyma
#29 Posted : Tuesday, May 26, 2015 1:07:11 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
S.Mutaga III wrote:
mlennyma wrote:
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.

It has shed about 4% in the last two months.

your pessimism on stocks is coming to pass are you throwing in the towel?
"Don't let the fear of losing be greater than the excitement of winning."
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mkonomtupu
#30 Posted : Tuesday, May 26, 2015 1:14:56 PM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
S.Mutaga III wrote:
Aguytrying wrote:
mlennyma wrote:
S.Mutaga III wrote:
Currently, my holdings are as follows:
Unga B.P = 43.25 Current Price = 45.50
Kenya Re B.P = 18.60 Current Price = 16.50
KPLC B.P = 18.35 Current Price = 16.35
My portfolio has seen negative growth for the last two months. Since the bear is squarely in the driver's seat, I will hold and accumulate cash as I await for better discounts towards the end of the year or the beginning of next year. I expect negative growth in my current portfolio for several months. Until then, cash is king.

your portfolio has not fallen like the index.


Those 2 gov stocks are a poisonous chalice ( he, ata mi najua kizungu). They will be hit hardest by the bear and will recover slowest with least percentage gain. You know what im saying is true.because it has happened before. just a caution from one wazuan to another. my 2 zim dollars

Thats why I am not touching government stocks again in future. I went against my own principles when buying them. I will just hold on to whatever I have already bought and learn a lesson. I did my homework and they were the best deals in the market at that time, with healthy year on year growth. I think the disadvantage they have is low dividend yields and high government shareholding, otherwise the companies seem to be performing pretty well on paper. The share prices tell a different story. Its the school of life they saysmile


In a bear market you move to utilities so KPLC will hold its ground. Banks fall hardest in a bear. Relax portfolio will be fine
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