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New to the Family.
ayushnehra
#1 Posted : Friday, January 09, 2015 10:08:47 PM
Rank: Member


Joined: 1/4/2015
Posts: 153
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700

Capital - 50K

What next..?
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
MaichBlack
#2 Posted : Friday, January 09, 2015 10:31:39 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,460
ayushnehra wrote:
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700


Capital - 50K

What next..?

Keep the highlighted shares.

You will need to get an exit point to sell Barclays.

The rest I will not comment either way. I'm sure there are some wazuans who will have something to say especially about Carbacid which I have never followed but I know people who are excited about it.

I will not give you detailed explanations of each of these shares because of time and space but you can start by searching each of them on this forum to see past and on going discussions on them.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#3 Posted : Friday, January 09, 2015 10:34:39 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,460
And I forgot. Welcome to WazuaLand.

And don't let your Dad down.

With time you will know who to listen to and whose advice to avoid. Kuna watu wa buy buy buy, sell, sell, sell bila sababu and people who will give very valuable advice/information. Stuff you can never learn in any class.

Utawajua pole pole.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
ayushnehra
#4 Posted : Friday, January 09, 2015 11:35:34 PM
Rank: Member


Joined: 1/4/2015
Posts: 153
MaichBlack wrote:
ayushnehra wrote:
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700


Capital - 50K

What next..?

Keep the highlighted shares.

You will need to get an exit point to sell Barclays.

The rest I will not comment either way. I'm sure there are some wazuans who will have something to say especially about Carbacid which I have never followed but I know people who are excited about it.

I will not give you detailed explanations of each of these shares because of time and space but you can start by searching each of them on this forum to see past and on going discussions on them.



Asante Sana Maich. I sincerely appreciate all the you mentioned. Just a random question. Apologies for my ignorance. My dad holds a decent number of shares in Barclays. They earn him a fair amount of dividends and from what I see is that it is the lowest valued share in the Banking Sector. I understand the exit point you make because of slow or no growth but would it not be a safe bet for long term earnings? (maybe just dividend and a little bit of share growth)

I believe I will have to be careful on the advice i get..Well this weekend I shall take some time and browse through some discussions maybe that'll help me pick out some valuable information on shares and wazuans ;)
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
obiero
#5 Posted : Friday, January 09, 2015 11:48:17 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,551
Location: nairobi
wacha nikuambie.. umefika mahali pema. advise tutakupa, but while browsin try to avoid posts by yasser, qw and guru

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
murchr
#6 Posted : Saturday, January 10, 2015 3:55:59 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Welcome to Wazua, I must say you have a very generous dad some of us had to scratch the ground to get to where we are today. My advise would be, talk to your dad and try to find out why he bought the shares in the first place. Listen to his reasoning then weigh it out with what you get in this republic. Join the Fantasey Market here on Wazua and although its not perfect, it will be a good guide book.

Good luck
"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
.
mwenza
#7 Posted : Saturday, January 10, 2015 7:32:32 AM
Rank: Elder


Joined: 4/22/2009
Posts: 2,863
Welcome to WAzua.
You imply that Barclays is the cheapest share (your use of the term undervalued is misplaced) in the banking sector. I can tell you for free that I saw BBK trading at 625/= bob per share less than 10yrs ago. So as you do your research, find out how and why it "fell" from 625/= to its current level.
When it comes to shares, looks can be deceiving. You need to know abit of history.
IF YOU EXPECT ME TO POST ANYTHING POSITIVE ABOUT ASENO, YOU MAY AS WELL SIT ON A PIN
Akenyan2014
#8 Posted : Saturday, January 10, 2015 8:05:54 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
obiero wrote:
wacha nikuambie.. umefika mahali pema. advise tutakupa, but while browsin try to avoid posts by yasser, qw and guru


And also avoid this kind of attackers !
Gatheuzi
#9 Posted : Saturday, January 10, 2015 8:28:01 AM
Rank: Veteran


Joined: 8/16/2009
Posts: 994
mwenza wrote:
Welcome to WAzua.
You imply that Barclays is the cheapest share (your use of the term undervalued is misplaced) in the banking sector. I can tell you for free that I saw BBK trading at 625/= bob per share less than 10yrs ago. So as you do your research, find out how and why it "fell" from 625/= to its current level.
When it comes to shares, looks can be deceiving. You need to know abit of history.

@ayush.. welcome to wazua. Your dad is indeed great. @mwenza the fall on Barclays from Kes625 was due to split so a better analysis would be on say PE performance.
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.
obiero
#10 Posted : Saturday, January 10, 2015 8:47:52 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,551
Location: nairobi
Akenyan2014 wrote:
obiero wrote:
wacha nikuambie.. umefika mahali pema. advise tutakupa, but while browsin try to avoid posts by yasser, qw and guru


And also avoid this kind of attackers !

Ignore that comment.. I am the most friendly person here.. U will become my pal, soon!

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
sparkly
#11 Posted : Saturday, January 10, 2015 9:31:30 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@ayush welcome to Wazua republic and back to the country.

No. 1 thing to do is to assess your risk profile and develop your investment philosophy.

If you choose well you will make more money than other passive asset classes like cash, bonds and real estate.

But shares are also volatile and will lose you money if you chose the wrong ones, trade at the wrong time or too often.

Evaluating yourself will help you to decide whether to invest for dividend income (with modest capital gains), or for capital gains (with meagre dividend), or build a balanced portfolio.

Back to your portfolio,
KPLC & Ken Re are good picks.


I think you are over exposed in Insurance, manufacturing and agriculture. Concentrate your forces on one share from each of those industries.

Add an ambitious local bank to your portfolio.

Get a stock with real estate exposure.
Life is short. Live passionately.
mwenza
#12 Posted : Saturday, January 10, 2015 9:46:46 AM
Rank: Elder


Joined: 4/22/2009
Posts: 2,863
Gatheuzi wrote:
mwenza wrote:
Welcome to WAzua.
You imply that Barclays is the cheapest share (your use of the term undervalued is misplaced) in the banking sector. I can tell you for free that I saw BBK trading at 625/= bob per share less than 10yrs ago. So as you do your research, find out how and why it "fell" from 625/= to its current level.
When it comes to shares, looks can be deceiving. You need to know abit of history.

@ayush.. welcome to wazua. Your dad is indeed great. @mwenza the fall on Barclays from Kes625 was due to split so a better analysis would be on say PE performance.


Ouch! You should have noticed that "fell" was in quotes.
IF YOU EXPECT ME TO POST ANYTHING POSITIVE ABOUT ASENO, YOU MAY AS WELL SIT ON A PIN
mic_mic
#13 Posted : Sunday, January 11, 2015 11:44:17 AM
Rank: Member


Joined: 12/30/2012
Posts: 545
Location: NBI
ayushnehra wrote:
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700

Capital - 50K

What next..?


You need to diversify beyond stocks! if the Kenyan economy tanked tomorrow, it would wipe out the value of your whole portfolio. ie, your portfolio closely correlates the state of the Kenyan economy.

Solution?

Diversify into assets uncorrelated with the Kenyan economy.

I would add 25,208 KES for bitcoin ($ 274)

Why do you have 3 insurance stocks? Pick one and exit the rest. You are too exposed.

Add some long term bonds into the mix.

PS: STocks are not all they are cut out to be.
BITCOIN TRADERS KENYA Whatsapp group +254 705 299 429
ayushnehra
#14 Posted : Monday, January 12, 2015 1:17:07 AM
Rank: Member


Joined: 1/4/2015
Posts: 153
A sincere thanks to all of you who have given me advise above. I have done some research and have asked my dad some questions.Interesting things I am learning here.

My dad being a doctor is not one of the investor kind. He just put his money in stocks to diversify from other ventures I guess he thinks of barclays as a household name globally so finds it trustable.
That's his way I guess..


Now to me.
@mic_mic what insurance company of the 3 I have would you recommend and why? or if another why?

@mwenza and @gatheuzi I read about the barclays split.I noticed the high number of issued shares. I guess I shall hold onto feb until their interims are out. the look for a local bank maybe..any suggestions?

@sparkly i shall work on the risk profile asap...any links or any guides to do so? I guess the philosophy will come with time..ama?

Also guys as I am unfortunately not from jai like most of you lucky chaps. How is it possible to purchase bonds in kisumu? or from where? any good bonds I should look for?

I wish i could be in Nairobi. Kisumu is so slow and not dynamic at all...GAAH

Once again guys I sincerely thank all of you :)
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
Akenyan2014
#15 Posted : Monday, January 12, 2015 9:45:43 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
My advise to you: Hold onto your current portfolio with the following assumptions:
Barclays - 25000 - It will go up when other banks also go UP while at the same time paying you dvds
Williamson - 700, Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000. Volatility could work for you. Sell high buy low.
KenyaRe -1000 - KNRE will slowly but surely move up, Longer term. Keep
KPLC -700 - Your dad must have bought it above 15 bob. Wait for it to payback

Capital - 50K - Also keep
ayushnehra
#16 Posted : Tuesday, January 13, 2015 5:08:35 PM
Rank: Member


Joined: 1/4/2015
Posts: 153
Akenyan2014 wrote:
My advise to you: Hold onto your current portfolio with the following assumptions:
Barclays - 25000 - It will go up when other banks also go UP while at the same time paying you dvds
Williamson - 700, Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000. Volatility could work for you. Sell high buy low.
KenyaRe -1000 - KNRE will slowly but surely move up, Longer term. Keep
KPLC -700 - Your dad must have bought it above 15 bob. Wait for it to payback

Capital - 50K - Also keep



Asante Sana my friend. I have taken your advice and am holding onto my pro folio as it is. Reading some discussion it seem the better knowledge have suggested 2015 not to be as good. Well let's just wait and see.

Meanwhile with my other saving I'm looking into TBonds and T Bills. If you have any advice do share.
Dreams are not the thing you see in your sleep..it's the thing that doesn't let you sleep. - A.P.J. Abdul Kalam
streetwise
#17 Posted : Tuesday, January 13, 2015 5:18:49 PM
Rank: Veteran


Joined: 6/23/2011
Posts: 1,740
Location: Nairobi
my advise mugunda
mlennyma
#18 Posted : Tuesday, January 13, 2015 5:20:56 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
ayushnehra wrote:
Akenyan2014 wrote:
My advise to you: Hold onto your current portfolio with the following assumptions:
Barclays - 25000 - It will go up when other banks also go UP while at the same time paying you dvds
Williamson - 700, Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000. Volatility could work for you. Sell high buy low.
KenyaRe -1000 - KNRE will slowly but surely move up, Longer term. Keep
KPLC -700 - Your dad must have bought it above 15 bob. Wait for it to payback

Capital - 50K - Also keep



Asante Sana my friend. I have taken your advice and am holding onto my pro folio as it is. Reading some discussion it seem the better knowledge have suggested 2015 not to be as good. Well let's just wait and see.

Meanwhile with my other saving I'm looking into TBonds and T Bills. If you have any advice do share.

when pple go shouting 2015 may not be good and pple have almost doubled their wealth in mumias wat do they mean?a market will never lack opportunities
"Don't let the fear of losing be greater than the excitement of winning."
MiddleMan
#19 Posted : Tuesday, January 13, 2015 8:03:59 PM
Rank: Hello


Joined: 1/13/2015
Posts: 5
Location: Mt. Kenya
MaichBlack wrote:
And I forgot. Welcome to WazuaLand.

And don't let your Dad down.

With time you will know who to listen to and whose advice to avoid. Kuna watu wa buy buy buy, sell, sell, sell bila sababu and people who will give very valuable advice/information. Stuff you can never learn in any class.

Utawajua pole pole.

LOL
Its now our time.
guru267
#20 Posted : Tuesday, January 13, 2015 8:45:41 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
ayushnehra wrote:
Hey Guys,

I'm a relatively new member to the wazua family.

I was pursuing studies abroad but on my return my dad transferred some of his shares to me dropped me some capital and told me to enjoy the game.

I'm new to this but I believe some of you are kind enough to advice on do's and don't's.

My Current Portfolio

Barclays - 25000
Williamson - 700
Kapchorua -300
Scan Group - 500
BAT -100
BritAm 1000
EABL -400
Carbacid - 1000
CIC - 1000
KenyaRe -1000
KPLC -700

Capital - 50K

What next..?


My advice to you is to pick a few sectors from the NSE that are likely to grow exponentially and then choose the best stock from each of those sectors!

For the next 3 years I am feeling:

1. Energy - KPLC @16 max
2. Insurance - Kenya re @ 18 max
3. Construction - EA Cables @ 16 max
4. Manufacturing - BOC @ 140 max
5. Agriculture - Williamson @ 250 max (although this boat seems to have left the dock)

I also believe some banks will do well for guys over 3-5 years but ill let others advise on the best plays in that sector
Mark 12:29
Deuteronomy 4:16
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