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Taking positions for 2010
2012
#101 Posted : Friday, March 12, 2010 7:44:59 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
VituVingiSana wrote:
I chose the longer term for all my picks...


In my portfolio 20% is always on speculative (short term, higher risk, very volatile). Believe it or not this 20% returns 80% while the safe 80% of my portfolio only makes 20% after a very long time (hence long term I guess).

I managed to get some 80,000 Eveready at btwn 3.4 and 3.85 not long ago, so far so good. Also managed to sell all my sameer at 8.9 having bought at 5.6 in less than 2 months.



BBI will solve it
:)
stranger
#102 Posted : Friday, March 12, 2010 11:04:43 AM
Rank: New-farer


Joined: 1/18/2010
Posts: 13
Location: Nairobi
@2012
About Eveready when is the best time to bail out?
2012
#103 Posted : Friday, March 12, 2010 12:00:19 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
stranger wrote:
@2012
About Eveready when is the best time to bail out?


After +40% which for me is at 5.2
I expect it to be within the coming week (fingers tightly crossed) so I've already entered the sell order.

BBI will solve it
:)
sparkly
#104 Posted : Friday, March 12, 2010 2:34:42 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
2012 wrote:
VituVingiSana wrote:
I chose the longer term for all my picks...


In my portfolio 20% is always on speculative (short term, higher risk, very volatile). Believe it or not this 20% returns 80% while the safe 80% of my portfolio only makes 20% after a very long time (hence long term I guess).

I managed to get some 80,000 Eveready at btwn 3.4 and 3.85 not long ago, so far so good. Also managed to sell all my sameer at 8.9 having bought at 5.6 in less than 2 months.




@2012 right now you can make money on any stock, Its a Bull run. I wonder how much money you will make in future on everready though.
Life is short. Live passionately.
VituVingiSana
#105 Posted : Friday, March 12, 2010 11:10:25 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
As Warren Buffett said... a rising tide floats all boats...

When the tide goes out, we will know who was swimming naked...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sheep
#106 Posted : Saturday, March 13, 2010 6:22:42 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
I am carefully watching for the top in agriculturals,I believe the future is in banking stocks,exponential growth in profitability seems most likely.

Ben Graham worte "Many years of experience have taught me that chief losses to investors do not come from good companies bought at high prices but bad companies bought in a good economic cycle" just think about that.

The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
2012
#107 Posted : Monday, March 15, 2010 7:42:43 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
sparkly wrote:
@2012 right now you can make money on any stock, Its a Bull run. I wonder how much money you will make in future on everready though.


Sparkly, I'm not in Eveready for the future. If it hits my 40% (5.20/-) target today I'm out. All the same I think there's a future for Eveready and the management seems to be on the right track. The fight against counterfeit is also bearing fruits.

BBI will solve it
:)
Horton
#108 Posted : Monday, March 15, 2010 8:53:54 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
looks like "the bull run" is on recess today...

supply checked in for almost everything including sasini....

maybe its the "monday effect"?
Much Know
#109 Posted : Monday, March 15, 2010 9:41:10 AM
Rank: Elder


Joined: 12/6/2008
Posts: 3,548
NHIF(Laughing out loudly ) NSSF analyst are the wind behind the sails possibly with the urging of treasury and CBK, anyway foreigners will continue running away from NSE and now it is turning downwards, index may have been going up but volumes say it all.
A New Kenya
guru267
#110 Posted : Monday, March 15, 2010 9:50:48 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@much know
i think volumes are remaining low due to low supply but the demand is very higher on most counters... ama??

many of the counters which had very low P/E's seem to be going through a re rating of valulation... as soon as i realized that i flew hard into sasini at 9.50..
Mark 12:29
Deuteronomy 4:16
VituVingiSana
#111 Posted : Tuesday, March 16, 2010 2:01:51 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
My picks doing well....

KQ @ 60
Williamson @ 210
KPLC @ 181
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#112 Posted : Tuesday, March 16, 2010 5:50:57 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
2012 wrote:
[quote=sparkly] I think there's a future for Eveready and the management seems to be on the right track. The fight against counterfeit is also bearing fruits.

A chinese company is setting up to assemble dry battery parts made in china. Everready and all its moaning about bad business is about to face the fight of its life.
Life is short. Live passionately.
VituVingiSana
#113 Posted : Tuesday, March 16, 2010 1:29:13 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
Neverready...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
VituVingiSana
#114 Posted : Tuesday, March 16, 2010 1:30:03 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
My picks doing well... End of trading 16 Mar 2010

KQ @ 64
Williamson @ 229
KPLC @ 183
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
guru267
#115 Posted : Tuesday, March 16, 2010 1:36:52 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS i told you your predictions were a little TOO modest...
Mark 12:29
Deuteronomy 4:16
2012
#116 Posted : Wednesday, March 17, 2010 7:56:43 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
And I'm out of Eveready at 5.20/- Fingers uncrossed now...

BBI will solve it
:)
sparkly
#117 Posted : Wednesday, March 17, 2010 8:57:21 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
2012 wrote:
And I'm out of Eveready at 5.20/- Fingers uncrossed now...


I gotta give it to you. You have the stomach for risk.
Life is short. Live passionately.
guru267
#118 Posted : Wednesday, March 17, 2010 9:36:04 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
2012 wrote:
And I'm out of Eveready at 5.20/- Fingers uncrossed now...


anyone who took a risk with this one is definately a risk junkie... its good to know some know when to exit
Mark 12:29
Deuteronomy 4:16
stranger
#119 Posted : Wednesday, March 17, 2010 9:36:05 AM
Rank: New-farer


Joined: 1/18/2010
Posts: 13
Location: Nairobi
sparkly wrote:
2012 wrote:
And I'm out of Eveready at 5.20/- Fingers uncrossed now...


I gotta give it to you. You have the stomach for risk.


Was out at 5.15 having bought at 3bob. Now the share price is going downhill.
VituVingiSana
#120 Posted : Wednesday, March 17, 2010 10:03:41 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
Good move... Now stay out...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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