wazua Mon, Jan 13, 2025
Welcome Guest Search | Active Topics | Log In | Register

My stocks for 2015
Options
Previous Topic · Next Topic
mahongap
#1 Posted : Wednesday, March 04, 2015 12:05:53 PM
Rank: Hello


Joined: 9/12/2014
Posts: 4
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?
Back to top
 Report Abusive | Report SPAM | Edit by moderator: Wednesday, March 04, 2015 2:38 PM | Reason: title case
Akenyan2014
#2 Posted : Wednesday, March 04, 2015 1:19:54 PM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
mahongap wrote:
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?


I think it can give you 10-20 % return. But I don't know where Barclays and NSE could take you.
Back to top
 Report Abusive | Report SPAM
ayushnehra
#3 Posted : Wednesday, March 04, 2015 1:25:01 PM
Rank: Member


Joined: 1/4/2015
Posts: 153
My Word is only that of a beginner, do await to see what the seniors have to say.

I see you have focused of Banking and Electricity/Power. (Other than NSE Ofcourse).Which is okay but I would suggest a diversification into other Sectors maybe Insurance etc

I think they are all good picks esp. with CoOp & KPLC but it depends if you are in for the short or long haul.

At Below 22 I think they are all affordable so i would say accumulate a couple thousand more and when/if you decide to sell you will see a significant gain.!
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
Back to top
 Report Abusive | Report SPAM
littledove
#4 Posted : Wednesday, March 04, 2015 1:56:11 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
mahongap wrote:
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?


hope you have done research and you have a percentage gain you expect from each of them and time frame you expect that gain.
your portfolio is not well balanced, if i were you i would sell one bank which i expect lower return and replace it with insurance counter (liberty insurance)
i would also sell one energy and replace it with another energy company which is not goverment owned ie kenol kobil or total,i would advice total short term though i have both
NB/
alot of caution with banks if its shortterm investment, if you are not also very farmiliar with kengen and its upcoming right issue and you are not speculating consider exiting, but if you have made good research its ok
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
Back to top
WWW
 Report Abusive | Report SPAM
mkonomtupu
#5 Posted : Wednesday, March 04, 2015 2:24:24 PM
Rank: Veteran


Joined: 2/10/2010
Posts: 1,001
Location: River Road
mahongap wrote:
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?


the portfolio looks fine. I take it you are young and starting the journey of investment so increase on kengen during the rights issue and just hold. Accumulate KPLC

p.s. my dividends cheque from kengen is bigger than your kengen holdings
Back to top
 Report Abusive | Report SPAM
Akenyan2014
#6 Posted : Wednesday, March 04, 2015 4:17:26 PM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
littledove wrote:
mahongap wrote:
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?


hope you have done research and you have a percentage gain you expect from each of them and time frame you expect that gain.
your portfolio is not well balanced, if i were you i would sell one bank which i expect lower return and replace it with insurance counter (liberty insurance)
i would also sell one energy and replace it with another energy company which is not goverment owned ie kenol kobil or total,i would advice total short term though i have both
NB/
alot of caution with banks if its shortterm investment, if you are not also very farmiliar with kengen and its upcoming right issue and you are not speculating consider exiting, but if you have made good research its ok


@Littledove, why don't you save the day by sharing your research, of course (S)he's doing research -ehe- here at Wazua. otherwise you are making $en$e
Back to top
 Report Abusive | Report SPAM
maru101
#7 Posted : Wednesday, March 04, 2015 4:27:09 PM
Rank: New-farer


Joined: 2/20/2015
Posts: 23
Lose the kengen before rights issue, i am speculating on kplc price gain, nse has a sort of stagnant price , so you may not earn much
Still learning...
Back to top
 Report Abusive | Report SPAM
sparkly
#8 Posted : Wednesday, March 04, 2015 4:35:58 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mahongap wrote:
KPLC 5800 SHARES
BARCLAYS 5800 SHARES
KENGEN 3000 SHARES
COOP BANK 4500 SHARES
NSE 3900 SHARES

My friends what is your take on this portfolio?


Dump Barclays. Apply for more rights in Kengen. Target 100% in 2 years.
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (2)
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.