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mibbz
#1 Posted : Saturday, March 23, 2013 12:19:44 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
Having seen counters come and go with some profit taking in between,am seeking advise on just 1 counter i can put all my resources into with the hope of highest gain.
Am looking advise on an entry and exit price you would consider eg whats a good exit price for access now?
Thanks
guru267
#2 Posted : Saturday, March 23, 2013 5:16:26 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Co op
Entry: 15bob Exit: 25bob (Dec 2013)

Kenya re
Entry: 14bob Exit: 21bob (Dec 2013)

Hfck
Entry: 22.5bob Exit: 32bob (Dec 2013)

Eveready
Entry: 1.85bob Exit: 3bob (Dec 2013

Mark 12:29
Deuteronomy 4:16
Gadaffi
#3 Posted : Saturday, March 23, 2013 8:16:44 AM
Rank: Member

Joined: 2/13/2011
Posts: 284
Location: Nairobi
Nbk.
Entry: currently at any price.
Exit: after FY 2013 results in March 2014. Price 55+
Reason: mgnt change frm th top to other depts in retail banking.
the deal
#4 Posted : Saturday, March 23, 2013 10:21:19 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Putting all your money in one counter (basket) is the worst investment decision one can make...you might be lucky and make money but one day you might wake up and realise that one counter is no longer the talk of town....my advice is spread your risk over 5 counters from 3 different sectors i.e banking, insurance and energy otherwise one counter nindirama kama vindeo smile Talking to a portfolio construction expert like me can also help smile
speculator
#5 Posted : Saturday, March 23, 2013 2:39:33 PM
Rank: New-farer

Joined: 12/1/2009
Posts: 75
Location: nairobi
guru267 wrote:
Co op
Entry: 15bob Exit: 25bob (Dec 2013)

Kenya re
Entry: 14bob Exit: 21bob (Dec 2013)


Hfck
Entry: 22.5bob Exit: 32bob (Dec 2013)

Eveready
Entry: 1.85bob Exit: 3bob (Dec 2013


Laughing out loudly Laughing out loudly Neverready in ths list cant touch it with 20ft pole.smile timing the market is it possible to board Kenya re at 12 again?
guru267
#6 Posted : Saturday, March 23, 2013 2:50:42 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
speculator wrote:
guru267 wrote:
Co op
Entry: 15bob Exit: 25bob (Dec 2013)

Kenya re
Entry: 14bob Exit: 21bob (Dec 2013)


Hfck
Entry: 22.5bob Exit: 32bob (Dec 2013)

Eveready
Entry: 1.85bob Exit: 3bob (Dec 2013


Laughing out loudly Laughing out loudly Neverready in ths list cant touch it with 20ft pole.smile timing the market is it possible to board Kenya re at 12 again?


When investing one must be objective... Eveready was a terrible investment at 4bob but at 1.85.. Not so bad!!

Kenya re at 15bob has a P/E of 4.8 and P/B of 0.75... It is cheap now so Goodluck waiting for 12bob!!
Mark 12:29
Deuteronomy 4:16
mlennyma
#7 Posted : Saturday, March 23, 2013 2:53:57 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
If you can get it right,putting money in a single counter is the best option,and especially if the counter is also a good dividend payer...caution is that you must be alcer resistant as this cant burry you alive.
"Don't let the fear of losing be greater than the excitement of winning."
symbols
#8 Posted : Saturday, March 23, 2013 3:05:10 PM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
KenolKobil and Mumias are not falling as hard.Lets watch how the market reacts to NBK.Waiting for K-Re to reach 12 is ambitious IMO.

@mibbz - This is how I see it.If you're a value investor,the exit price is dependent on what value you see in the share and also your entry price.If you are a trader its as simple as reading the market and the entry/exit price is dictated by market forces.
mibbz
#9 Posted : Sunday, March 24, 2013 1:00:45 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
guru267 wrote:
Co op
Entry: 15bob Exit: 25bob (Dec 2013)

Kenya re
Entry: 14bob Exit: 21bob (Dec 2013)

Hfck
Entry: 22.5bob Exit: 32bob (Dec 2013)

Eveready
Entry: 1.85bob Exit: 3bob (Dec 2013



thanks a lot
mibbz
#10 Posted : Sunday, March 24, 2013 1:08:15 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
symbols wrote:
KenolKobil and Mumias are not falling as hard.Lets watch how the market reacts to NBK.Waiting for K-Re to reach 12 is ambitious IMO.

@mibbz - This is how I see it.If you're a value investor,the exit price is dependent on what value you see in the share and also your entry price.If you are a trader its as simple as reading the market and the entry/exit price is dictated by market forces.



thanks a lot for the advise.thing is i try do a hybrid between the two,i look for unrealized value but at the same time avoid waiting to achieve an ambitious target by exiting as dictated by the market forces.this year Kengen,Britam,CFC,Access,NMG have followed the curve i look for.
But now am running out of ideas and thought interacting with like minded individuals might help in my analysis.
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