63% in financials. Diversify...

HFCK at 34+ in 8th Jan 2014 is a clear indication
that it will surpass april 2014 target price of
38.18 bob.

It should be at 44-48 bob then.
I regard @stockmaster selection of HFCK
as the best followed by DTB.

TPSE is actually the odd one, the spoiler
of the good job.

I hope after a year if my prediction come
true that is if TPSE underperforms relative to the set benchmark the witty @stocksmaster will be bold
enough to substitute it with another counter to complete
the remaining 2 years.

This is very much allowed, afterall review or
re-appraisal of stock portfolio is a normal activity of
a good equity investor.

My picks:

NBK
HFCK

In 2013, I was all in at carbacid at an average purchase price of 135/= I got out at 240/=

I sold and got into HFCK @27/= 100%

Bought More HF@33

I usually buy 1 stock, research it thoroughly, set my targets and buy into it. However this year, I might do it differently.

Researching into 1 more stock, which I reckon could do well. All in all, 2013 was a great year. Hopefully I can replicate 2013.

@horton. diversification as you well know reduces your risk. my target is to have at least 7-10 counters. stocks are very unpredictable and volatile. for example even now, no one can say with certainty if the nse index will close higher or lower at end year and those are 20 of the best stocks.

My holdings are split into two...a long term portion,which i intend to hold for at least the next five years.
1.BAT..@ 138,a proven dividend payer.
2.WTK...bought in the 190-200 range,sold some at 300 to give me the initial capital invested,the remaining i will hold on to.
3.HFCK..a huge volume for this one,bought in the 15-18 range,sold enough at 26 to get back the seed capital,the remaining chunk i hold for the long term.
4.CFC stanbic holdings...64 to 86,the same play as the above two.
Short term portion@...purchased from mid last year to early this year,these i intend to sell as soon as my target prices are reached,
Centum @31...22.2%
Equity@ 31...47.9%
HFCK @31...20.6%
Pan africa ins@64...9.2%
Let us see which way Mr market goes in 2014.

@ecstacy,

What are fundamentals driving this stock? Are you targeting to exit after FY results or you are in for long term ?

Hii @mirena lazima ilianza kufollow the master after Jan 13. Last year @stockmaster failed the nse test and he admitted it, very honorably. that said, he remains one of the sharpest minds here

Not easy to overhaul Coop management. Ownership is by Saccos, so expecting any radical changes is difficult. My wish was to have Coopholding sell 50% of their shares to a strategic investor. They could bring to the board some new blood.

How about Safaricom and centum

http://www.standardmedia...k-buoyed-by-foreign-buys