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Safaricom at 4 bob...
Rank: Elder Joined: 7/11/2012 Posts: 5,222
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Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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hisah wrote:VWAP @4.35/-
5cts away from Morgan Stanley's target. I expect 5/- to be tested by yr end. VWAP closes @4.45/- with a high of 4.50/- MS target achieved. Demand today is 16x supply. I still see scope of 4.80 - 5/- being hit by Nov 8th as H1 results come in. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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sparkly wrote:mwekez@ji wrote:Reading a fair value of KES 4.63. We may see a thread ‘Safaricom 5 Point’ Yet it was rated a sell TP 2.80 just 5 months ago. Discernment is what Wanjiku has to learn to survive in this casino... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu Why did you buy or make this IPO investment? When you answer that question then you won't need nobody to tell how to invest.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
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Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu You have come this far...don't quit now...u ignored every voice out there..it's not time to listen now. just keep them.. until the day Aly Khan Saatchu's prediction on it getting to 8 bob puns out..  #i'mjussaying. please hold.. keep ignoring. ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Rank: Member Joined: 1/29/2011 Posts: 257
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hisah wrote:Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu Why did you buy or make this IPO investment? When you answer that question then you won't need nobody to tell how to invest.  "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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ProverB wrote:Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu You have come this far...don't quit now...u ignored every voice out there..it's not time to listen now. just keep them.. until the day Aly Khan Saatchu's prediction on it getting to 8 bob puns out.. #i'mjussaying. please hold.. keep ignoring. @ProverB Let it be so. Vision 8/= @hisah Everyone was getting into the mbus, I wasn't going to be left out. Now I'm with Warren Buffet, mass psychology, never ever!
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu Goes to show that not all investors are equal. People who bought just 5 or 6 months ago are already 50% up on capital gains, add a dividend yield of 10% or so (at KShs 3 per share) and that is 60% already. You need strategy in this market. Learn when to buy and when to take profits. Life is short. Live passionately.
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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sparkly wrote:Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu Goes to show that not all investors are equal. People who bought just 5 or 6 months ago are already 50% up on capital gains, add a dividend yield of 10% or so (at KShs 3 per share) and that is 60% already. You need strategy in this market. Learn when to buy and when to take profits. I'm learning, Boss. I'm learning. And now that you mention it, those dividends haven't yet hit the account.
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Rank: Member Joined: 10/26/2012 Posts: 136
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I believe with the woes affecting Airtel and YU just being denied use of the M-Pesa Platform, we have an interesting future in this share . I personally have only ever sold one counter that i ever owned due to lack of faith in that share. I believe in the long term investments (in good counters ), buy and forget for ten years , keep re-investing your dividends and should all be okay. POLE POLE TU
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Rank: Member Joined: 9/19/2010 Posts: 237 Location: Republic of Graham & Doddsville
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Mukiri wrote:Bought quite some shares @ IPO and have bravely held onto them. Sell when they get to 5? (loosing on inflation, time and opportunity cost) Whats your advice? Mimi ni kurutu I empathise with u bt, on another note, looking back had u continued, systematically, to invest in this firm ignoring all the naysayers & red herrings that were all over the place u'd now, comfortably, b in that position that @Sparkly outlined above! Invest time in educating urself as u also invest ur money... We Will Either Find a Way or Create One - HANNIBAL
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Rank: Member Joined: 11/6/2010 Posts: 289
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mazingira wrote:I believe with the woes affecting Airtel and YU just being denied use of the M-Pesa Platform, we have an interesting future in this share . I personally have only ever sold one counter that i ever owned due to lack of faith in that share. I believe in the long term investments (in good counters ), buy and forget for ten years , keep re-investing your dividends and should all be okay. POLE POLE TU sawa but will Olympia get to 18 which was our entry point and then bot rights at 14 today trading sub 3
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:hisah wrote:VWAP @4.35/-
5cts away from Morgan Stanley's target. I expect 5/- to be tested by yr end. VWAP closes @4.45/- with a high of 4.50/- MS target achieved. Demand today is 16x supply. I still see scope of 4.80 - 5/- being hit by Nov 8th as H1 results come in. Then Wanjikus will flood the market. "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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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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I think wanjikus exited safcom and those left are not wanjikus as such. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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gesowan wrote:mazingira wrote:I believe with the woes affecting Airtel and YU just being denied use of the M-Pesa Platform, we have an interesting future in this share . I personally have only ever sold one counter that i ever owned due to lack of faith in that share. I believe in the long term investments (in good counters ), buy and forget for ten years , keep re-investing your dividends and should all be okay. POLE POLE TU sawa but will Olympia get to 18 which was our entry point and then bot rights at 14 today trading sub 3 Unlikely that OCH will get to 18 just so that you can breakeven. Fair value is nowhere near 18. Cut your losses and move on. Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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mlennyma wrote:I think wanjikus exited safcom and those left are not wanjikus as such. @mlennyma trust me they are still there... About 800,000 of them! Life is short. Live passionately.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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gesowan wrote: will Olympia get to 18 which was our entry point and then bot rights at 14 today trading sub 3 Maybe someday it will! but investors should learn & know when to cut losses... In 2010 OCH was trading at 10bob and it was that year they made it obvious to the world that this company was in a pit latrine! Why didn't you sell with the available info?? I know hindsight vision is 20-20 but you cannot compare the loss @ 10bob & @ 3bob! My advice is 1. since you lost 84% of your money in OCH sell your shares and get into one of the banks (HFCK,NIC) or insurers(Kenya re, PAI) and break even within 5years... 2. You may also choose to stick with OCH if you believe the directors who dumped their own company will turn things around! www.businessdailyafrica....ml/-/dx5jfc/-/index.htmlMark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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murchr wrote:hisah wrote:hisah wrote:VWAP @4.35/-
5cts away from Morgan Stanley's target. I expect 5/- to be tested by yr end. VWAP closes @4.45/- with a high of 4.50/- MS target achieved. Demand today is 16x supply. I still see scope of 4.80 - 5/- being hit by Nov 8th as H1 results come in. Then Wanjikus will flood the market. Why will wanjikus flood? They've had 5yrs of harsh punishment. Any wanjiku still standing now gave up or has grown a thick hide! $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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hisah wrote:murchr wrote:hisah wrote:hisah wrote:VWAP @4.35/-
5cts away from Morgan Stanley's target. I expect 5/- to be tested by yr end. VWAP closes @4.45/- with a high of 4.50/- MS target achieved. Demand today is 16x supply. I still see scope of 4.80 - 5/- being hit by Nov 8th as H1 results come in. Then Wanjikus will flood the market. Why will wanjikus flood? They've had 5yrs of harsh punishment. Any wanjiku still standing now gave up or has grown a thick hide! ...@hisah,flood the market is two sided buy or sell side...@murchr nipande gani? possunt quia posse videntur
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Rank: Chief Joined: 1/3/2007 Posts: 18,129 Location: Nairobi
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gesowan wrote:mazingira wrote:I believe with the woes affecting Airtel and YU just being denied use of the M-Pesa Platform, we have an interesting future in this share . I personally have only ever sold one counter that i ever owned due to lack of faith in that share. I believe in the long term investments (in good counters ), buy and forget for ten years , keep re-investing your dividends and should all be okay. POLE POLE TU sawa but will Olympia get to 18 which was our entry point and then bot rights at 14 today trading sub 3 Not as long as matu & friends are running the show. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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