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sparkly
#41 Posted : Sunday, October 04, 2015 9:12:28 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
My Holdings CFC Stanbic, Kengen, Kenya Re, KK, TPS. With hindsight, my greatest regret is not having sold CFC at 140 before the bear kicked in.

I will be taking a loan to bottom pick blue chips over the next 1 year
Life is short. Live passionately.
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Boris Boyka
#42 Posted : Sunday, October 04, 2015 11:33:53 AM
Rank: Veteran


Joined: 11/15/2013
Posts: 1,977
Location: Here
Aguytrying wrote:
S.Mutaga III wrote:
After deciding to exit Kenya Re and KPLC, I have been holding only one counter (Unga). I intend to revisit the stock market in the next few weeks and my picks are as follows.
Buying Unga Ltd (Ksh 40 per share or below to average down)
Buying I & M Bank (Ksh 105 per share or below)
Buying Kenol Kobil (Ksh 8.9 or below)
TARGET PRICES BY END 2016
Unga Ltd Ksh 65 (62.5% upside)
i & M Bank Ksh 170 (61.9% upside)
Kenol Kobil Ksh 14 (Kenol Kobil 57.3 % upside)

NB: I exited Kenya Re at 0% gain/loss...and exited KPLC with a 13.35% loss. The reasons for exiting these counters were their unpopularity among foreign investors and controlling stakes held by the government. It is my investment policy going forward to NEVER invest in a company where the government has a controlling stake.
#Happy Investing#


It's my policy too, gava stocks are too risky. Very Good picks, though I think you can get lower prices. Upside is conservative which is good and very likely

Foreigners have shown interest in Kenya Re.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Jon Jones
#43 Posted : Sunday, October 04, 2015 11:44:56 AM
Rank: Member


Joined: 9/11/2015
Posts: 244
Location: Thika
In this market, foreigners have the real money. I also don't think it is wise to invest in counters without/with minimal foreign interest...prices will stagnate due to suppressed demand.
Since men have learned to shoot without missing, I have learned to fly without perching
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kryptonite
#44 Posted : Monday, October 05, 2015 9:00:46 AM
Rank: Member


Joined: 2/1/2010
Posts: 272
Location: Nairobi
sparkly wrote:
My Holdings CFC Stanbic, Kengen, Kenya Re, KK, TPS. With hindsight, my greatest regret is not having sold CFC at 140 before the bear kicked in.

I will be taking a loan to bottom pick blue chips over the next 1 year



Are you averaging/loading up on more CFC Stanbic? I'm not convinced they'll mitigate against the SS losses anytime soon.
The harder you work, the luckier you get
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sparkly
#45 Posted : Monday, October 05, 2015 1:47:51 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
kryptonite wrote:
sparkly wrote:
My Holdings CFC Stanbic, Kengen, Kenya Re, KK, TPS. With hindsight, my greatest regret is not having sold CFC at 140 before the bear kicked in.

I will be taking a loan to bottom pick blue chips over the next 1 year



Are you averaging/loading up on more CFC Stanbic? I'm not convinced they'll mitigate against the SS losses anytime soon.


Average buy 92. I will only buy when the price is right (below 60 in the bear)
Life is short. Live passionately.
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Realtreaty
#46 Posted : Monday, October 05, 2015 2:17:25 PM
Rank: Elder


Joined: 8/16/2011
Posts: 2,297
...and where would we put Coop bank. It is one of the banks with very positive HY2015 and I think fter the depressing bear we will be enjoying if we buy now. It will be expensive to buy after November.
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Sir invest
#47 Posted : Monday, October 05, 2015 2:29:21 PM
Rank: Member


Joined: 8/19/2015
Posts: 125
Coop bank is a buy if it goes below 15 bob. otherwise i wouldn't touch it with a barge pole.
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mlennyma
#48 Posted : Monday, October 05, 2015 2:43:47 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Jimnah mbaru said come December never say you were not told but now i think the bear % depends on what you are holding in the nse,I can say not yet a serious one.
"Don't let the fear of losing be greater than the excitement of winning."
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Cornelius Vanderbilt
#49 Posted : Monday, October 05, 2015 5:47:11 PM
Rank: Member


Joined: 8/15/2015
Posts: 817
mlennyma wrote:
Jimnah mbaru said come December never say you were not told but now i think the bear % depends on what you are holding in the nse,I can say not yet a serious one.

ofcourse in a bear there will be stocks that fall faster than others and there are those that will actually rise!!!!!
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murchr
#50 Posted : Monday, October 05, 2015 6:08:50 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
Jimnah mbaru said come December never say you were not told but now i think the bear % depends on what you are holding in the nse,I can say not yet a serious one.


He must be bleeding big. Britam, Tranny, woi...
"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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Mukiri
#51 Posted : Tuesday, October 06, 2015 12:05:16 AM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
mlennyma wrote:
Jimnah mbaru said come December never say you were not told but now i think the bear % depends on what you are holding in the nse,I can say not yet a serious one.

Come December what?

Proverbs 19:21
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