Wazua
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Reveal Your Long Term Positions
Rank: Elder Joined: 6/20/2007 Posts: 2,048 Location: Lagos, Nigeria
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My current positions are only in industrial and financial sectors with greater weight on industrials. IndustrialsKPLC Kengen EABL ARM KK FinancialsKCB Equity Barclays Stanchart Looking forward, I contemplate to take positions in the Commercial sector, and the contention is between NMG or Scangroup. In the financial sector, I intend to reduce some holding in KCB to bring in JUB, that is when KCB crosses the proverbial 30 bob bar.The idea is to also have a stake in the insurance sub sector. With this I will end up with 11 counters for the long term in Nairobi bourse as a foreign non resident investor. The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@young. Nice spread. But 11 counters, isn't that too much. Its challenging to follow so many companies adequately. Better to have many eggs in fewer baskets. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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I'm surprised you have 4 banks in your portfolio going by previous threads GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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KCB, SCAN, KENGEN. Kplc a bit later. @ Young 11 companies are just too many in my opinion unless there are in different stock exchanges. Why do u have BBK anyway? Sell that rather than KCB brother.
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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Long term not me ...mimi ni kuingia kukula kutoka !!!!! mara dat dat !!!!! Your future depends on your dreams so go to sleep !
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Rank: Elder Joined: 6/20/2007 Posts: 2,048 Location: Lagos, Nigeria
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Ladies and Gentlemen, Let us not deviate from this topic, Although you are entitled to your opinion(s) the main purpose of this post is for interested members to disclose which stocks they are investing on the long term. This will go a long way in helping other people who hold similar investment objective to compare notes and invariably help them to make informed decisions. Once again note that the subject matter is "Reveal Your Long Term Stock Positions"Best Regards The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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@young. Kenol kobil, kplc. Could we define longterm in this context. 3 yrs, 5yrs, 10yrs, for 'life'? The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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I'm in KPLC and Jubilee for the VEEEERRRRYYY long term... @young you own too many companies... How do you maximise gains?? Mark 12:29
Deuteronomy 4:16
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Rank: New-farer Joined: 11/2/2010 Posts: 13
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KK,ARM,HFCK, Stanchart & KCB. I wish stocks had a measurable duration like bonds. decision making would be so much easier
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Rank: Member Joined: 4/22/2007 Posts: 96 Location: Agra, India
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In stocks is there anything which is long term?.I feel regular evaluation is needed to see how the stocks are performing as expected.It's easy for investors to get emotional and prejudiced when trading, but computers don't
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Rank: Member Joined: 3/15/2010 Posts: 391 Location: nairobie
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Agra wrote:In stocks is there anything which is long term?.I feel regular evaluation is needed to see how the stocks are performing as expected.
What of those who only care for how the business is performing as ''if a business performs well, the stock will follow'' If the stock is not performing well at a particular time, they would not necessarily sell. Of course this all depends on what they perceive to be the 'value' of the stock GOD BLESS YOUR LIFE
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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KPLC, KCB, BBK, Jubilee I have KK but I honestly don't see a great future there so I'll sell once it gets to 11/-
BBI will solve it :)
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Rank: Elder Joined: 6/19/2008 Posts: 4,268
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KK, KCB, NIC am looking at getting into KPLC for a long haul soon.... after i maximise on EQT.
CMC, AK - willing to jump ship at a loss and put that money elsewhere.... Whatever i was thinking getting into these two...NKT!
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Rank: New-farer Joined: 2/16/2010 Posts: 92 Location: Nairobi
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KCB, NIC and Mumias for the rest of the year, at the minimum. Entrepreneurship is a cognitive bias. They can’t teach it to you.
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Rank: New-farer Joined: 12/30/2010 Posts: 7 Location: Nairobi
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KCB and Coop for the next 1 year minimum
Getting Equity , centum and kplc in that order
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Rank: Member Joined: 1/3/2011 Posts: 264 Location: Nairobi
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considerin that i jus turned twenny and am in no hurry, i got me some K.Q, co-op and safcom. already savin up for more of k.q, and coop and wen the tymz ryt niruke to industrials.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Sasini
Scangroup
Mumias
KCB
BBK
Stanchart
Eveready
Total
Unga
TPS
Access Kenya
Safcom(just got in).
All for the long run
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Rank: Member Joined: 12/11/2006 Posts: 896
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Equity Kcb HFCK Centum KK KPLC Bralirwa(waiting allocation) Looking to sell most of them come may when Q1 results are out “Invest in yourself. Your career is the engine of your wealth.”
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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kplc kcb coop nmg short term; dtb for long term value is the word! 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Reveal Your Long Term Positions
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