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xxxxx
#1 Posted : Saturday, January 26, 2013 3:30:46 PM
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Joined: 3/20/2008
Posts: 503
I have three stocks which were all made as long term investments: Bamburi, CFC Stanbic and SCBK. Due to a sudden requirement for cash, I need to liquidate one of the above stocks. The only deciding factor is the expected amount of appreciation over the next 2 months. In other wards, I want to sell the stock that will appreciate the least in the the 2 months.

please advise
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mibbz
#2 Posted : Saturday, January 26, 2013 3:42:13 PM
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Joined: 2/18/2011
Posts: 448
xxxxx wrote:
I have three stocks which were all made as long term investments: Bamburi, CFC Stanbic and SCBK. Due to a sudden requirement for cash, I need to liquidate one of the above stocks. The only deciding factor is the expected amount of appreciation over the next 2 months. In other wards, I want to sell the stock that will appreciate the least in the the 2 months.

please advise


Purely from a speculators/emotion reader point of view i would chose between SCBK or Bamburi. SCBK shall def have good results but i think the year to watch is 2013 after the money raised in rights issue is used in network expansion;it would be interesting to see whether profits shall jump but 2012 i don't expect a super-normal profit

Bamburi-i honestly have never had interest in ths stock,really don't understand why its flat in comparison to ARM or the undervalued EAPC.

1st choice Bamburi then 2nd choice SCBK....
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S.Mutaga III
#3 Posted : Saturday, January 26, 2013 7:01:37 PM
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Joined: 3/26/2012
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Dump bamburi...there is money in the banks literally...thank me later
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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dave.kim
#4 Posted : Saturday, January 26, 2013 9:06:44 PM
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Joined: 6/25/2010
Posts: 176
SCBK. You already have another bank stock and its undervalued so it still has a chance to grow further. About BAMBURI, think about all the East African mega projects it might benefit from. Plus real estate boom going on.
The thing that matters though is for you to value all ur stocks and see which is most overvalued with regard to the analysis you made when you bought them. And no one can predict the turn out 2 months
Rule No.1 is never lose money. Rule No.2 is never forget rule number one
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Aguytrying
#5 Posted : Sunday, January 27, 2013 9:59:30 AM
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Joined: 7/11/2010
Posts: 5,040
SCBK. i think its results are priced into it right now. its near one high levels. i choose it over bamburi because compared to arm, bamburi because will at some point have to correct towards arm. which has already started happening from 180 to now 200's
The investor's chief problem - and even his worst enemy - is likely to be himself
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sparkly
#6 Posted : Sunday, January 27, 2013 12:11:13 PM
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Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Sell CFC. The other 2 are blue chips
Life is short. Live passionately.
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ChessMaster
#7 Posted : Sunday, January 27, 2013 12:23:52 PM
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Joined: 2/23/2009
Posts: 1,626
xxxxx wrote:
I have three stocks which were all made as long term investments: Bamburi, CFC Stanbic and SCBK. Due to a sudden requirement for cash, I need to liquidate one of the above stocks. The only deciding factor is the expected amount of appreciation over the next 2 months. In other wards, I want to sell the stock that will appreciate the least in the the 2 months.

please advise

I feel for you.You're back where you started. You've been told to sell all your shares.Anyway its a difficult choice,you can't value long-tern investments on a short-term basis. My advise,irrespective of what you sell,make sure you don't regret it.Don't focus on the 2month possible gain,just stick to your long-term vision.
Uncertainty is certain.Let go
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the deal
#8 Posted : Sunday, January 27, 2013 12:40:47 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Wrong question to ask in a forum...at the end of the day you will be more confused than when you started...Bamburi is a mature company in decline...CFC just got started after that bloody restructuring...SCBK had a great 2012 but perfomance has been kinda of cyclical offlate...2013 could be a dull year....since you only have 3 stocks???? 2 in one sector...I suggest you sell one of the banks to avoid 100% exposure to financials then look for a better industrial stock for diversification i.e Kenol.
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guru267
#9 Posted : Sunday, January 27, 2013 2:27:34 PM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
I suggest you sell one of the banks to avoid 100% exposure to financials then look for a better industrial stock for diversification i.e Kenol.


If you do follow this advice avoid kenol like the plague at current prices... I would suggest you try kengen!
Mark 12:29
Deuteronomy 4:16
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