Wazua
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My Picks for 2014
Rank: Veteran Joined: 8/16/2009 Posts: 994
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Currently, iam also heavy on KenRe. I also see a 30 soon. Their low PE was one of the factors I considered. Large gvt shareholding is one of the downsided. Eventually though, considering that bull is still with us, I see a day for KenRe in the horizon. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Member Joined: 5/6/2014 Posts: 268 Location: Nairobi, Kenya
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Gatheuzi wrote:Currently, iam also heavy on KenRe. I also see a 30 soon. Their low PE was one of the factors I considered. Large gvt shareholding is one of the downsided. Eventually though, considering that bull is still with us, I see a day for KenRe in the horizon. Don't you think CFCI will take you to 30 faster? I bought KNRE @ 19.3 but I guess I should have picked CFCI instead, purely based on demand and supply.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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this will be interesting to watch. pump pump. kenre because of gava, I can't touch it. but it's better than the other gava laggards at least. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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Akenyan2014 wrote:Gatheuzi wrote:Currently, iam also heavy on KenRe. I also see a 30 soon. Their low PE was one of the factors I considered. Large gvt shareholding is one of the downsided. Eventually though, considering that bull is still with us, I see a day for KenRe in the horizon. Don't you think CFCI will take you to 30 faster? I bought KNRE @ 19.3 but I guess I should have picked CFCI instead, purely based on demand and supply. Yes based on demand you can say Kre is slower, but I gave more weight to relative cheaper valuation in comparison to insurance sector in general. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Member Joined: 8/19/2014 Posts: 125
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Am buying lots of Kenya Power at 14. This is a stock I wont sell till it stops being a monopoly. Am keeping it for future dividends. Plus electricity demand keeps growing with more development... South Africa electricity demand is at 32,000mw while Kenya its just 1400mw....I see so much room for growth
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Rank: Member Joined: 3/26/2012 Posts: 830
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The real examination is knowing whether to sell longhorn before the books close or after the books close. As soon as 31 hits, I will halt my journey with the publisher. Until then, I plan on staying put. If the price fails to materialize, I will wait for the books to close. Happy Investing 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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Rank: Member Joined: 3/26/2012 Posts: 830
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It is over ten months since this year-long journey began hence a good time to evaluate the picks and their performance. In the first phase which took roughly seven months, the aggregate return on investment was 40.93%. I then employed the power of compounding and reinvested all the funds in three picks for phase two. Since I could not give real figures, I assumed an arbitrary capital of Ksh 100,000 or thereabouts at the beginning of the year. Phase 1 could have made my figure Ksh 140,930. Ksh 140,930 would have then been used as capital for phase two which is currently in play. Phase Two Breakdown CFC Stanbic Bank BP = Ksh 130 Current = Ksh 124 ROI = (-4.62%) Liberty Holdings BP = Ksh 17.9 Current= Ksh 22.75 ROI = 27.09% Longhorn Publishers BP = Ksh 15.9 Sold = Ksh 28 ROI = 76.1% Aggregate Return of phase two (127.09/100*140,930*0.3)+(176.1/100*140930*0.4)+(95.38/100*140,930*0.3)= Ksh 193,329.18 193,329.18-140,930 = Ksh 52399.18 52,399.18/140,930*100 = 37.18% ROI From the above, my second phase alone has seen a return of 37.18%. Now let us calculate the total return since the start of the year. Current Portfolio value - Initial Capital = Return/profit 193,329.18 - 100,000 = Ksh 93,329.18 93,329.18/100,000*100 = 93.33% ROI TOTAL RETURN SINCE JANUARY = 93.33% ROI NB: I liquidated longhorn at Ksh 28 following the old saying about having a bird in hand being worth than two in the bush. It was also experiencing major resistance around 27,28. There are still two and a half months before the year ends. #Happy Investing 2014# 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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Rank: Member Joined: 3/26/2012 Posts: 830
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It is over ten months since this year-long journey began hence a good time to evaluate the picks and their performance. In the first phase which took roughly seven months, the aggregate return on investment was 40.93%. I then employed the power of compounding and reinvested all the funds in three picks for phase two. Since I could not give real figures, I assumed an arbitrary capital of Ksh 100,000 or thereabouts at the beginning of the year. Phase 1 could have made my figure Ksh 140,930. Ksh 140,930 would have then been used as capital for phase two which is currently in play. Phase Two Breakdown CFC Stanbic Bank BP = Ksh 130 Current = Ksh 124 ROI = (-4.62%) Liberty Holdings BP = Ksh 17.9 Current= Ksh 22.75 ROI = 27.09% Longhorn Publishers BP = Ksh 15.9 Sold = Ksh 28 ROI = 76.1% Aggregate Return of phase two (127.09/100*140,930*0.3)+(176.1/100*140930*0.4)+(95.38/100*140,930*0.3)= Ksh 193,329.18 193,329.18-140,930 = Ksh 52399.18 52,399.18/140,930*100 = 37.18% ROI From the above, my second phase alone has seen a return of 37.18%. Now let us calculate the total return since the start of the year. Current Portfolio value - Initial Capital = Return/profit 193,329.18 - 100,000 = Ksh 93,329.18 93,329.18/100,000*100 = 93.33% ROI TOTAL RETURN SINCE JANUARY = 93.33% ROI NB: I liquidated longhorn at Ksh 28 following the old saying about having a bird in hand being worth than two in the bush. It was also experiencing major resistance around 27,28. There are still two and a half months before the year ends. #Happy Investing 2014# 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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Rank: Member Joined: 6/14/2010 Posts: 521 Location: Nairobi
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S.Mutaga III wrote:It is over ten months since this year-long journey began hence a good time to evaluate the picks and their performance. In the first phase which took roughly seven months, the aggregate return on investment was 40.93%. I then employed the power of compounding and reinvested all the funds in three picks for phase two. Since I could not give real figures, I assumed an arbitrary capital of Ksh 100,000 or thereabouts at the beginning of the year. Phase 1 could have made my figure Ksh 140,930. Ksh 140,930 would have then been used as capital for phase two which is currently in play.
Phase Two Breakdown
CFC Stanbic Bank BP = Ksh 130 Current = Ksh 124 ROI = (-4.62%)
Liberty Holdings BP = Ksh 17.9 Current= Ksh 22.75 ROI = 27.09%
Longhorn Publishers BP = Ksh 15.9 Sold = Ksh 28 ROI = 76.1%
Aggregate Return of phase two
(127.09/100*140,930*0.3)+(176.1/100*140930*0.4)+(95.38/100*140,930*0.3)= Ksh 193,329.18
193,329.18-140,930 = Ksh 52399.18
52,399.18/140,930*100 = 37.18% ROI
From the above, my second phase alone has seen a return of 37.18%. Now let us calculate the total return since the start of the year.
Current Portfolio value - Initial Capital = Return/profit
193,329.18 - 100,000 = Ksh 93,329.18
93,329.18/100,000*100 = 93.33% ROI
TOTAL RETURN SINCE JANUARY = 93.33% ROI
NB: I liquidated longhorn at Ksh 28 following the old saying about having a bird in hand being worth than two in the bush. It was also experiencing major resistance around 27,28. There are still two and a half months before the year ends.
#Happy Investing 2014#  Keep it up. You are doing good and we are learning alot.
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Rank: Member Joined: 10/7/2010 Posts: 251 Location: nairobi
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The optimist wrote:S.Mutaga III wrote:It is over ten months since this year-long journey began hence a good time to evaluate the picks and their performance. In the first phase which took roughly seven months, the aggregate return on investment was 40.93%. I then employed the power of compounding and reinvested all the funds in three picks for phase two. Since I could not give real figures, I assumed an arbitrary capital of Ksh 100,000 or thereabouts at the beginning of the year. Phase 1 could have made my figure Ksh 140,930. Ksh 140,930 would have then been used as capital for phase two which is currently in play.
Phase Two Breakdown
CFC Stanbic Bank BP = Ksh 130 Current = Ksh 124 ROI = (-4.62%)
Liberty Holdings BP = Ksh 17.9 Current= Ksh 22.75 ROI = 27.09%
Longhorn Publishers BP = Ksh 15.9 Sold = Ksh 28 ROI = 76.1%
Aggregate Return of phase two
(127.09/100*140,930*0.3)+(176.1/100*140930*0.4)+(95.38/100*140,930*0.3)= Ksh 193,329.18
193,329.18-140,930 = Ksh 52399.18
52,399.18/140,930*100 = 37.18% ROI
From the above, my second phase alone has seen a return of 37.18%. Now let us calculate the total return since the start of the year.
Current Portfolio value - Initial Capital = Return/profit
193,329.18 - 100,000 = Ksh 93,329.18
93,329.18/100,000*100 = 93.33% ROI
TOTAL RETURN SINCE JANUARY = 93.33% ROI
NB: I liquidated longhorn at Ksh 28 following the old saying about having a bird in hand being worth than two in the bush. It was also experiencing major resistance around 27,28. There are still two and a half months before the year ends.
#Happy Investing 2014# Keep it up. You are doing good and we are learning alot. Thanks for making me jump into Longhorn at 15.5 and exciting after barely a month at a healthy price of 27. It was the easiest money i have picked recently.... i could do with another GEM!
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