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Biggest Gainer (Own Experience)
Rank: Chief Joined: 1/3/2007 Posts: 18,343 Location: Nairobi
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The optimist wrote:Gadaffi wrote:guru267 wrote:Gadaffi wrote:Njung'e wrote:NMG.....Bought my first lot in 1990 at 10 bob a piece (IPO).I have lost count of splits,bonuses and dividends. Njunge, why hold on a stock 4 that long. R u considering time value of money. The real value is actually very low when u do ur math considering all relevant factors @Gadaffi maybe you are struggling a little with the Math involved here... Lets say you had 1,000 shillings in 1990 and bought 100shares of NMG at 10bob... Without taking into consideration any splits, bonuses and dividends your 100shares would be worth 35,000 shillings today at 350bob... That said, are you trying to imply that 35,000 shillings today is equivalent to 1,000 shillings in 1990??? @ Guru, I have said it and will say it again; do not let the many digits impress you, its not about the cash, its about its value. My parents bought a plot in the 90's at 15k but the market value today (as per last year) was 3.8m. You had value holding 1,000 in 1990 than holding 35,000 in 2013. in 1990, 1 dollar was ksh 19.63. Today, the same dollar is worth Ksh 84.95 Does this not mean that the value of 1 Ksh then is Ksh 4.3 today?  No. The USD has also depreciated in real terms. Petrol was $1/gallon in the early 90s now it's $4+ per gallon. The BLS has details & stats on a lot of these prices. So if a $1 in 1990 is worth $2 today then multiply KES 4.3 by 2. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/20/2007 Posts: 2,074 Location: Lagos, Nigeria
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On the long term (10 years +), it is a known fact remains blue chips are more reliable. For the past 10 years (2003 -2013) the following have brough salutory returns:- NMG EABL BAMB ARM KCB BBK SCB KPLC New entrants that may make the list in future includes :- Safcom Eqty Boc The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Chief Joined: 1/3/2007 Posts: 18,343 Location: Nairobi
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young wrote:On the long term (10 years +), it is a known fact remains
blue chips are more reliable.
For the past 10 years (2003 -2013) the following have brough salutory returns:-
NMG
EABL
BAMB
ARM
KCB
BBK
SCB
KPLC
New entrants that may make the list in future includes :-
Safcom
Eqty
Boc @Young - Long time no see. All well? Look at Centum's Pearl Marina project in Uganda. You may like it. BOC has been around for years/decades. It was known as East African Oxygen but then changed to BOC (Kenya) after Linde acquired the parent British Oxygen Company. Like you, I expect great things out of this firm. It also owns 36% of Carbacid. ARM was not a blue chip until recently. At some point it flirted with 'death' when the market for cement was down. Hats off to the CEO Pradeep Paunrana who brought it back to life! KPLC - My friend. On this one, I am afraid I disagree. With the current populist climate, it may be headed for a collapse in profitability. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/20/2007 Posts: 2,074 Location: Lagos, Nigeria
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Ciao @VVS I have been available and contributing on real estate topics. The most recent below :- http://www.wazua.co.ke/f...spx?g=posts&t=24562
That means you are still a core stocks person so you may not have read real estate threads. I am 50% real estate, 50% stocks for balancing purposes as a long termer. Thanks for your info in Centum Project in Uganda. I will cross check. The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Member Joined: 11/17/2009 Posts: 399 Location: Where everyone knows you
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I have bought all my shares during IPOs.
I have never sold any.
Over the years, there have been bonus issues, rights issues.
I don't follow the NSE closely, and only check at each month end
to update my spreadsheet.
Equities form a very, very small part of my investments.
I am mostly into real estate and bonds
Below is the performance of my best holdings, as at the end of May.
STOCK// AVERAGE COST// CURRENT PRICE// % GAIN
BBK // 2.50 // 17.95 // 618
NIC // 8.00 // 56.50 // 606
SCB // 30.65 // 300.00 // 879
KCB // 7.85 // 41.50 // 429
SCAN // 8.70 // 67.50// 676
TOTAL // 1,516,697.00 // 6,404,528.00 // 322
I also have Total, Uchumi, HFCK, NBK, KQ, Kengen & Scom.
Over the years, the dividends have paid for the initial investment
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Rank: Elder Joined: 2/7/2007 Posts: 11,935 Location: Nairobi
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@Gadaffi, I am a financial nothing...and so inflation and it's calculations are as good as alien.Let me buddy around some figures though and then you tell if i am an idiot.......Looking at the number of shares currently held, i find that for each Kshs 1 i invested then,the same has grown to 237.50 as of close of business Friday the 7th June 2013.....Dividends not factored in. Nothing great was ever achieved without enthusiasm.
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Rank: Chief Joined: 1/3/2007 Posts: 18,343 Location: Nairobi
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@young - I stay out of direct real estate investments. Too much work. I prefer firms that have real estate & sell at a discount e.g. Centum, KenolKobil, etc [Though they may not be 100% into Real Estate] Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 9/27/2006 Posts: 505
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VituVingiSana wrote:young wrote:On the long term (10 years +), it is a known fact remains
blue chips are more reliable.
For the past 10 years (2003 -2013) the following have brough salutory returns:-
NMG
EABL
BAMB
ARM
KCB
BBK
SCB
KPLC
New entrants that may make the list in future includes :-
Safcom
Eqty
Boc @Young - Long time no see. All well? Look at Centum's Pearl Marina project in Uganda. You may like it. BOC has been around for years/decades. It was known as East African Oxygen but then changed to BOC (Kenya) after Linde acquired the parent British Oxygen Company. Like you, I expect great things out of this firm. It also owns 36% of Carbacid.
ARM was not a blue chip until recently. At some point it flirted with 'death' when the market for cement was down. Hats off to the CEO Pradeep Paunrana who brought it back to life! KPLC - My friend. On this one, I am afraid I disagree. With the current populist climate, it may be headed for a collapse in profitability. Can you confirm that statement? I thought BOC was constructing its own CO2 plant - why would it do that if it owns a stake in Carbacid?
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Co-operative bank has more than tripled in value since its listing in 2008.Remember in 2009 when there was a time it was at ksh.6bob. By early next year the counter will be trading at ksh.25. Watch this space. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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The optimist wrote:Aguytrying wrote:HFCK bought at 14.30 in oct 2012 and im up 80% already, and i know we'll see 40.00 by end 2014. I like this stock  The march is on "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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