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Winning Portfolio 2016 & beyond
MaichBlack
#41 Posted : Thursday, June 02, 2016 11:32:40 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,570
obiero wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??

@maichblack a wise man sees further while seated than a young man who is standing on tippie toes

It is not "young man"....
and he is on top of a tree...

smilesmilesmilesmilesmile
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#42 Posted : Thursday, June 02, 2016 12:09:17 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,782
Location: nairobi
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??

@maichblack a wise man sees further while seated than a young man who is standing on tippie toes

It is not "young man"....
and he is on top of a tree...

smilesmilesmilesmilesmile

fairenough. but I'm in this to win it, the gamble of my life. the odds are stacked against me but there is a fair chance of success

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
MaichBlack
#43 Posted : Thursday, June 02, 2016 12:27:30 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,570
obiero wrote:
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??

@maichblack a wise man sees further while seated than a young man who is standing on tippie toes

It is not "young man"....
and he is on top of a tree...

smilesmilesmilesmilesmile

fairenough. but I'm in this to win it, the gamble of my life. the odds are stacked against me but there is a fair chance of success

I was talking about how the saying goes..
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
S.Mutaga III
#44 Posted : Thursday, June 02, 2016 1:32:45 PM
Rank: Member


Joined: 3/26/2012
Posts: 830
sparkly wrote:
S.Mutaga III wrote:
MaichBlack wrote:
sparkly wrote:
Aguytrying wrote:
S.Mutaga III wrote:
Aguytrying wrote:
S.Mutaga III wrote:
sparkly wrote:
Ebenyo wrote:
nashx wrote:
S.Mutaga III wrote:
I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong.


Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached

i would love to enter kenyaRe at 17.00.


What's the magic with 17? They were sub 10 just the other day.

I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks.


There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents

My price targets have not been reached. That is my main reason. The margin of safety is not good enough for me right now, since I plan on making at least five-fold returns in four years. Stocks are high risk investments, so I expect a high reward if I buy at the right prices.


That's a great plan


5 fold in 4 yrs, that's close to 100% CAGR! Name one single stock likely to give such returns.

I would also want to know the stocks and target purchase and sale price. Things like KCB BP: 30/= SP: 150/= (Actually, to get five fold RETURNS you have to sell at 180/= having bought at 30/=) we see which is more UNrealialistic than the one.

Check stock performance for Safaricom between 31st Dec 2011 and 31st Dec 2015. Achieving a fivefold return is possible, and even easier if you play the market and know what you are doing. Actually, it is harder if you stick with one counter for the whole period. The logic here is that good stocks dont take off at the same time and at the same speed, so you can compound more easily.


Of course it's possible and it happens. What we are questioning is your ability to pick the 1-5 stocks that will deliver 5 fold return.

See 10 best performers between 2005 and 2015 per hoover below

RETURN (12.2005 – 12.2015)*
1. Limuru Tea
1158.0%
2. Jubilee Holdings
743.6%
3. Centum Investment
676.3%
4. Diamond Trust Bank
663.9%
5. Kakuzi
560.4%
6. ARM Cement
425.6%
7. Crown Paints
381.5%
8. Equity Bank
314.5%
9. KCB Bank
301.1%
10. BAT Kenya
284.8%



You still dont get it. If you want a fivefold return in four years or five, you have to play the market. One single stock will not make such returns unless you are lucky. I already explained that the rationale behind this argument is that:-
- Value stocks take off at different speeds and at different times, enabling you to take full advantage of many counters within that time frame.
- Compounding. Compounding. Compounding. You know the power of compounding returns.
A 50% per year return, compounded for four years will give you a fivefold return. Basically, if you invest 1000 and compound at the rate of 50% return annually, you will have over 5000 in your portfolio value after 4 years. 50% per annum is a conservative estimate for a professional in a bull market. If you think it is impossible, here is a thread I posted in 2014. I made a return of 93% return in one year by playing the market. It was a bull market. That is why I am saying that 50% return per year on average is a conservative estimate. http://www.wazua.co.ke/f...spx?g=posts&m=615665
A successful man is not he who gets the best, it is he who makes the best from what he gets.
sparkly
#45 Posted : Thursday, June 02, 2016 1:52:02 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
MaichBlack wrote:
sparkly wrote:
Aguytrying wrote:
S.Mutaga III wrote:
Aguytrying wrote:
S.Mutaga III wrote:
sparkly wrote:
Ebenyo wrote:
nashx wrote:
[quote=S.Mutaga III]I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong.


Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached

i would love to enter kenyaRe at 17.00.


What's the magic with 17? They were sub 10 just the other day.

I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks.


There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents

My price targets have not been reached. That is my main reason. The margin of safety is not good enough for me right now, since I plan on making at least five-fold returns in four years. Stocks are high risk investments, so I expect a high reward if I buy at the right prices.


That's a great plan


5 fold in 4 yrs, that's close to 100% CAGR! Name one single stock likely to give such returns.

I would also want to know the stocks and target purchase and sale price. Things like KCB BP: 30/= SP: 150/= (Actually, to get five fold RETURNS you have to sell at 180/= having bought at 30/=) we see which is more UNrealialistic than the one.

Check stock performance for Safaricom between 31st Dec 2011 and 31st Dec 2015. Achieving a fivefold return is possible, and even easier if you play the market and know what you are doing. Actually, it is harder if you stick with one counter for the whole period. The logic here is that good stocks dont take off at the same time and at the same speed, so you can compound more easily.


Of course it's possible and it happens. What we are questioning is your ability to pick the 1-5 stocks that will deliver 5 fold return.

See 10 best performers between 2005 and 2015 per hoover below

RETURN (12.2005 – 12.2015)*
1. Limuru Tea
1158.0%
2. Jubilee Holdings
743.6%
3. Centum Investment
676.3%
4. Diamond Trust Bank
663.9%
5. Kakuzi
560.4%
6. ARM Cement
425.6%
7. Crown Paints
381.5%
8. Equity Bank
314.5%
9. KCB Bank
301.1%
10. BAT Kenya
284.8%



You still dont get it. If you want a fivefold return in four years or five, you have to play the market. One single stock will not make such returns unless you are lucky. I already explained that the rationale behind this argument is that:-
- Value stocks take off at different speeds and at different times, enabling you to take full advantage of many counters within that time frame.
- Compounding. Compounding. Compounding. You know the power of compounding returns.
A 50% per year return, compounded for four years will give you a fivefold return. Basically, if you invest 1000 and compound at the rate of 50% return annually, you will have over 5000 in your portfolio value after 4 years. 50% per annum is a conservative estimate for a professional in a bull market. If you think it is impossible, here is a thread I posted in 2014. I made a return of 93% return in one year by playing the market. It was a bull market. That is why I am saying that 50% return per year on average is a conservative estimate. http://www.wazua.co.ke/f...px?g=posts&m=615665[/quote]

50% pa is conservative... whatever you are smoking is lethal.
Life is short. Live passionately.
mlennyma
#46 Posted : Thursday, June 02, 2016 1:57:19 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,191
Location: nairobi
Insurance companies and especially K-re will be gambling on political risk policies to make a quick kill i hope it will not turn against them.
"Don't let the fear of losing be greater than the excitement of winning."
S.Mutaga III
#47 Posted : Thursday, June 02, 2016 1:58:26 PM
Rank: Member


Joined: 3/26/2012
Posts: 830
sparkly wrote:
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
MaichBlack wrote:
sparkly wrote:
Aguytrying wrote:
S.Mutaga III wrote:
Aguytrying wrote:
S.Mutaga III wrote:
sparkly wrote:
Ebenyo wrote:
nashx wrote:
[quote=S.Mutaga III]I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong.


Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached

i would love to enter kenyaRe at 17.00.


What's the magic with 17? They were sub 10 just the other day.

I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks.


There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents

My price targets have not been reached. That is my main reason. The margin of safety is not good enough for me right now, since I plan on making at least five-fold returns in four years. Stocks are high risk investments, so I expect a high reward if I buy at the right prices.


That's a great plan


5 fold in 4 yrs, that's close to 100% CAGR! Name one single stock likely to give such returns.

I would also want to know the stocks and target purchase and sale price. Things like KCB BP: 30/= SP: 150/= (Actually, to get five fold RETURNS you have to sell at 180/= having bought at 30/=) we see which is more UNrealialistic than the one.

Check stock performance for Safaricom between 31st Dec 2011 and 31st Dec 2015. Achieving a fivefold return is possible, and even easier if you play the market and know what you are doing. Actually, it is harder if you stick with one counter for the whole period. The logic here is that good stocks dont take off at the same time and at the same speed, so you can compound more easily.


Of course it's possible and it happens. What we are questioning is your ability to pick the 1-5 stocks that will deliver 5 fold return.

See 10 best performers between 2005 and 2015 per hoover below

RETURN (12.2005 – 12.2015)*
1. Limuru Tea
1158.0%
2. Jubilee Holdings
743.6%
3. Centum Investment
676.3%
4. Diamond Trust Bank
663.9%
5. Kakuzi
560.4%
6. ARM Cement
425.6%
7. Crown Paints
381.5%
8. Equity Bank
314.5%
9. KCB Bank
301.1%
10. BAT Kenya
284.8%



You still dont get it. If you want a fivefold return in four years or five, you have to play the market. One single stock will not make such returns unless you are lucky. I already explained that the rationale behind this argument is that:-
- Value stocks take off at different speeds and at different times, enabling you to take full advantage of many counters within that time frame.
- Compounding. Compounding. Compounding. You know the power of compounding returns.
A 50% per year return, compounded for four years will give you a fivefold return. Basically, if you invest 1000 and compound at the rate of 50% return annually, you will have over 5000 in your portfolio value after 4 years. 50% per annum is a conservative estimate for a professional in a bull market. If you think it is impossible, here is a thread I posted in 2014. I made a return of 93% return in one year by playing the market. It was a bull market. That is why I am saying that 50% return per year on average is a conservative estimate. http://www.wazua.co.ke/f...px?g=posts&m=615665[/quote]

50% pa is conservative... whatever you are smoking is lethal.

50% per annum is conservative in a bull market...but it is a matter of perspective and your level of expertise.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
sparkly
#48 Posted : Thursday, June 02, 2016 2:29:19 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
MaichBlack wrote:
sparkly wrote:
Aguytrying wrote:
S.Mutaga III wrote:
Aguytrying wrote:
S.Mutaga III wrote:
sparkly wrote:
Ebenyo wrote:
nashx wrote:
[quote=S.Mutaga III]I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong.


Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached

i would love to enter kenyaRe at 17.00.


What's the magic with 17? They were sub 10 just the other day.

I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks.


There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents

My price targets have not been reached. That is my main reason. The margin of safety is not good enough for me right now, since I plan on making at least five-fold returns in four years. Stocks are high risk investments, so I expect a high reward if I buy at the right prices.


That's a great plan


5 fold in 4 yrs, that's close to 100% CAGR! Name one single stock likely to give such returns.

I would also want to know the stocks and target purchase and sale price. Things like KCB BP: 30/= SP: 150/= (Actually, to get five fold RETURNS you have to sell at 180/= having bought at 30/=) we see which is more UNrealialistic than the one.

Check stock performance for Safaricom between 31st Dec 2011 and 31st Dec 2015. Achieving a fivefold return is possible, and even easier if you play the market and know what you are doing. Actually, it is harder if you stick with one counter for the whole period. The logic here is that good stocks dont take off at the same time and at the same speed, so you can compound more easily.


Of course it's possible and it happens. What we are questioning is your ability to pick the 1-5 stocks that will deliver 5 fold return.

See 10 best performers between 2005 and 2015 per hoover below

RETURN (12.2005 – 12.2015)*
1. Limuru Tea
1158.0%
2. Jubilee Holdings
743.6%
3. Centum Investment
676.3%
4. Diamond Trust Bank
663.9%
5. Kakuzi
560.4%
6. ARM Cement
425.6%
7. Crown Paints
381.5%
8. Equity Bank
314.5%
9. KCB Bank
301.1%
10. BAT Kenya
284.8%



You still dont get it. If you want a fivefold return in four years or five, you have to play the market. One single stock will not make such returns unless you are lucky. I already explained that the rationale behind this argument is that:-
- Value stocks take off at different speeds and at different times, enabling you to take full advantage of many counters within that time frame.
- Compounding. Compounding. Compounding. You know the power of compounding returns.
A 50% per year return, compounded for four years will give you a fivefold return. Basically, if you invest 1000 and compound at the rate of 50% return annually, you will have over 5000 in your portfolio value after 4 years. 50% per annum is a conservative estimate for a professional in a bull market. If you think it is impossible, here is a thread I posted in 2014. I made a return of 93% return in one year by playing the market. It was a bull market. That is why I am saying that 50% return per year on average is a conservative estimate. http://www.wazua.co.ke/f...px?g=posts&m=615665[/quote]

50% pa is conservative... whatever you are smoking is lethal.

50% per annum is conservative in a bull market...but it is a matter of perspective and your level of expertise.


And the bull will last 5 years straight, you say?
Life is short. Live passionately.
VituVingiSana
#49 Posted : Thursday, June 02, 2016 5:44:19 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,224
Location: Nairobi
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
whiteowl
#50 Posted : Thursday, June 02, 2016 7:58:52 PM
Rank: Veteran


Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?


7) Are you a tenderpreneur so that an extended lifeline for KQ means more profits?
Aguytrying
#51 Posted : Thursday, June 02, 2016 7:58:53 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?


8) are you a mganga from Tanzania?
The investor's chief problem - and even his worst enemy - is likely to be himself
Wondergirl
#52 Posted : Friday, June 03, 2016 9:09:11 AM
Rank: Member


Joined: 9/12/2009
Posts: 312
Aguytrying wrote:
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?


8) are you a mganga from Tanzania?

@ Aguytrying,
What are your thoughts on the NSE share? Is it a good move buying some now to take advantage of the bonus which is yet to be confirmed?
sparkly
#53 Posted : Saturday, June 11, 2016 7:19:47 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
sparkly wrote:
S.Mutaga III wrote:
MaichBlack wrote:
sparkly wrote:
Aguytrying wrote:
S.Mutaga III wrote:
Aguytrying wrote:
S.Mutaga III wrote:
sparkly wrote:
Ebenyo wrote:
nashx wrote:
[quote=S.Mutaga III]I personally dont think we have hit rock bottom yet. I will wait out and strike when the iron is hot, right before or during the elections...I dont expect any meaningful gains on the index before the elections are over, but I might be wrong.


Hope you held on to those KenyaRe shares...coz we are smiling and hope to smile till Ksh 36 is reached

i would love to enter kenyaRe at 17.00.


What's the magic with 17? They were sub 10 just the other day.

I am currently not invested in stocks. I believe they will tie up my cash for a whole year before the elections. The best performing stock YTD is NSE at 30% which is still not attractive enough considering the risks in a bear market, hence my decision to stay away from stocks.


There's one big flaw with your assumption. You can't tell whether stocks will be lowest just before the elections..Remember what happened to stocks the year before the last elections? It's risky to time an event like that. You would rather buy when your price targets are breached. My 2 cents

My price targets have not been reached. That is my main reason. The margin of safety is not good enough for me right now, since I plan on making at least five-fold returns in four years. Stocks are high risk investments, so I expect a high reward if I buy at the right prices.


That's a great plan


5 fold in 4 yrs, that's close to 100% CAGR! Name one single stock likely to give such returns.

I would also want to know the stocks and target purchase and sale price. Things like KCB BP: 30/= SP: 150/= (Actually, to get five fold RETURNS you have to sell at 180/= having bought at 30/=) we see which is more UNrealialistic than the one.

Check stock performance for Safaricom between 31st Dec 2011 and 31st Dec 2015. Achieving a fivefold return is possible, and even easier if you play the market and know what you are doing. Actually, it is harder if you stick with one counter for the whole period. The logic here is that good stocks dont take off at the same time and at the same speed, so you can compound more easily.


Of course it's possible and it happens. What we are questioning is your ability to pick the 1-5 stocks that will deliver 5 fold return.

See 10 best performers between 2005 and 2015 per hoover below

RETURN (12.2005 – 12.2015)*
1. Limuru Tea
1158.0%
2. Jubilee Holdings
743.6%
3. Centum Investment
676.3%
4. Diamond Trust Bank
663.9%
5. Kakuzi
560.4%
6. ARM Cement
425.6%
7. Crown Paints
381.5%
8. Equity Bank
314.5%
9. KCB Bank
301.1%
10. BAT Kenya
284.8%



You still dont get it. If you want a fivefold return in four years or five, you have to play the market. One single stock will not make such returns unless you are lucky. I already explained that the rationale behind this argument is that:-
- Value stocks take off at different speeds and at different times, enabling you to take full advantage of many counters within that time frame.
- Compounding. Compounding. Compounding. You know the power of compounding returns.
A 50% per year return, compounded for four years will give you a fivefold return. Basically, if you invest 1000 and compound at the rate of 50% return annually, you will have over 5000 in your portfolio value after 4 years. 50% per annum is a conservative estimate for a professional in a bull market. If you think it is impossible, here is a thread I posted in 2014. I made a return of 93% return in one year by playing the market. It was a bull market. That is why I am saying that 50% return per year on average is a conservative estimate. http://www.wazua.co.ke/f...px?g=posts&m=615665[/quote]

50% pa is conservative... whatever you are smoking is lethal.

50% per annum is conservative in a bull market...but it is a matter of perspective and your level of expertise.


We are still waiting for the list of winners per your strategy.
Life is short. Live passionately.
Aguytrying
#54 Posted : Sunday, June 12, 2016 11:29:47 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Wondergirl wrote:
Aguytrying wrote:
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?


8) are you a mganga from Tanzania?

@ Aguytrying,
What are your thoughts on the NSE share? Is it a good move buying some now to take advantage of the bonus which is yet to be confirmed?


My previous target was 15 so after bonus it's 10.00. I like the company and feel That it will keep growing. My target looks low but I'm judging a pe of 7. What's the eps after bonus. It's been expensive since listing 9.00 was a good IPO price
The investor's chief problem - and even his worst enemy - is likely to be himself
Wondergirl
#55 Posted : Monday, June 13, 2016 10:10:17 AM
Rank: Member


Joined: 9/12/2009
Posts: 312
Aguytrying wrote:
Wondergirl wrote:
Aguytrying wrote:
VituVingiSana wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
KQ

Laughing out loudly Laughing out loudly Laughing out loudly I'd cry but it's less painful to Laughing out loudly Laughing out loudly Laughing out loudly

@Obiero - Please come clean. Roho safi.

1) Do/Did you get any free/discounted flights on KQ?
2) Do/Did you get any free/discounted upgrades on flights on KQ/Skyteam?
3) Do/Did you get any remuneration [cash/perks/freebies] on KQ?

Just asking.

4) Do you work for KQ?

5) Is all your retirement money in this stock and you are trying to push the price up to exit and get a sizeable amount of your money back??


6) Do you work for a PR firm [ScanGroup, etc]?


8) are you a mganga from Tanzania?

@ Aguytrying,
What are your thoughts on the NSE share? Is it a good move buying some now to take advantage of the bonus which is yet to be confirmed?


My previous target was 15 so after bonus it's 10.00. I like the company and feel That it will keep growing. My target looks low but I'm judging a pe of 7. What's the eps after bonus. It's been expensive since listing 9.00 was a good IPO price

@Aguy,
Well noted. When do they load the bonus shares?
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