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2018 Best Stock To Own......What's Your Prediction?
Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%.
3. TPS - KES 28.6 - 15%.
4. Kenya Re - KES 18.8 - 14%.
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%.
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
A well diversified portfolio  Towards the goal of financial freedom
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. Life is short. Live passionately.
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. And u wrote off arm ? What happened to OLYMPIA? U cash out of that?
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Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi
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Horton wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. And u wrote off arm ? What happened to OLYMPIA? U cash out of that? Dont bother the old man with roundabout questions. He simply knows KQ is not a stock to trade in.. Nothing much beyond that
KQ ABP 4.26
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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obiero wrote:Horton wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. And u wrote off arm ? What happened to OLYMPIA? U cash out of that? Dont bother the old man with roundabout questions. He simply knows KQ is not a stock to trade in.. Nothing much beyond that and he dwells so much in the past instead of looking into the future Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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Horton wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. And u wrote off arm ? What happened to OLYMPIA? U cash out of that? Yes and Yes. Years ago, I did a "purge" and got rid of most of the shares in "bandia" firms. KQ, OCHL, Uchumi (at a profit), ADSS, etc. Like many investors, I used to buy everything... BAD MISTAKE. I went to Buffettian principles, and cleaned house, and reduced my holdings to a max of 15 but only 5 constituted 75%-90%. WTK was one of the 5 but I cashed out. I returned to KAPC/WTK in a small way recently. I also sold Equity at a profit. I may end up selling my KK and Unga in 2019 which will leave me with KenRe and I&M. Replacements: Centum [been buying slowly], Equity, KAPC/WTK, Safaricom [sub-25] Note that all are currently profitable and pay a dividend though WTK/KAPC profits (& dividends) are cyclical. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi
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Ericsson wrote:obiero wrote:Horton wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:VituVingiSana wrote:sparkly wrote:HY2 2018 not good for stocks.
I have re-invested my HY1 capital gains and dividends in NMG, NIC and HAFR. Now waiting for 2019.
My portfolio is as follows:
Stock - ABP - % Portfolio
1. Kengen - KES 6.64 - 24%.
2. Stanbic - KES 96.5 - 15%. Tier 2
3. TPS - KES 28.6 - 15%. Tier 2
4. Kenya Re - KES 18.8 - 14%.
Core
5. NMG - KES 92.2 - 14%.
6. NIC - KES 29.6 - 11%. Tier 2
7. HAFR - KES 1.09 - 7%.
Ready for 2019.
Apart from those listed, we have little in common! The Tier 2 are less than 5% each of my portfolio and bought a few years back. @VVS what are your core holdings apart from Kenya Re? ... KK, I&M, WTK Unga - Profitable and pays a dividend KK - Profitable and pays a dividend I&M [Banks in general including Equity, NIC, Stanbic] Profitable and pays a dividend WTK/KAPC is Tier 2 (was Tier 1) at the moment. I became queasy when the "land grabs" started with demands for not renewing leases. Most of their farms are in Nandi/RV where we have seen political violence erupt often. I like the business even though it is cyclical BUT the farms can disappear in 2023. Think Zimbabwe and now SA. I will have to find replacements for Unga and KK if they get taken out but let's not run ahead of ourselves. I am waiting for Rubis to complete their takeover. Unga is tougher but I can wait. You don't have any of the big caps in your Portfolio. And u wrote off arm ? What happened to OLYMPIA? U cash out of that? Dont bother the old man with roundabout questions. He simply knows KQ is not a stock to trade in.. Nothing much beyond that and he dwells so much in the past instead of looking into the future The future is bright with my Core Picks. All profitable. All pay a dividend. Most important. I sleep at night even with KenRe now that Mwarania is back. BTW, SafCom and Equity [both in my portfolio but less than 5% each] announced very good results. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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