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2010 Investment Returns at NSE
awando
#1 Posted : Friday, February 04, 2011 7:36:12 AM
Rank: New-farer


Joined: 2/4/2011
Posts: 8
Location: kenya
http://www.investragy.com/content.php?postid=83,

Dont say we refuse to share the wealth. A detailed analysis of investment returns to re balance your portfolio in 2011. Happy investing

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Investragy Capital - Portfolio Strategies for East Africa.
youcan'tstopusnow
#2 Posted : Friday, February 04, 2011 9:02:11 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
KK 259.83%?
GOD BLESS YOUR LIFE
smano
#3 Posted : Friday, February 04, 2011 1:01:20 PM
Rank: Elder


Joined: 12/13/2006
Posts: 2,589
Are the figures independently verified?
BEER IS LIVING PROOF THAT GOD LOVES US AND WANTS US TO BE HAPPY!
The Merchant
#4 Posted : Friday, February 04, 2011 8:41:52 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
This site looks promising but raises the following concerns:
1.Is this an information portal like bloomberg or a portfolio management firm. That is not very clear.
2. The website is badly designed with too much info all over the place.

Lets see if those reports will keep coming and if the forecasts are indeed true ( like mumias hitting almost 14/-)!
awando
#5 Posted : Friday, February 04, 2011 10:09:56 PM
Rank: New-farer


Joined: 2/4/2011
Posts: 8
Location: kenya
smano wrote:
Are the figures independently verified?



Whats the meaning of "independently verified"? Investment research is about rendering an opinion and dont require any professional body review. It is about an opinion not fact. In other words it is a guessing game.


www.investragy.com
www.twitter.com/investragy
www.facebook.com/investragycapital
Investragy Capital - Portfolio Strategies for East Africa.
awando
#6 Posted : Friday, February 04, 2011 10:21:54 PM
Rank: New-farer


Joined: 2/4/2011
Posts: 8
Location: kenya
The Merchant wrote:
This site looks promising but raises the following concerns:
1.Is this an information portal like bloomberg or a portfolio management firm. That is not very clear.
2. The website is badly designed with too much info all over the place.

Lets see if those reports will keep coming and if the forecasts are indeed true ( like mumias hitting almost 14/-)!


Thanks for the comments. To answer your questions:
1.We are a new site, investment research/portfolio management etc. It is not like bloomberg. If you read the "about us" page, you get a sense of what the site is all about.

2. When you say, the website is badly designed.. etc.. what are you comparing it to? Again, let me reiterate that this is not a "company website", think of it more like a "webblog" where we do investment reseaerch and render OUR opinion, in other words it is investment research/portfolio management blog.

Again, like i responded above, investment research is an opinion, not a fact. It is more like gabbage in gabbage out. So a forecast is just a forecast, not a fact. I think when you keep that in mind, we are not guaranteeing that MSC will hit 13.21/- by years end, we are ESTIMATING/FORECASTING based on the fundamentals we have looked at, growth prospects of the country/industry etc. Again, anyone at other investment research could come up with a totally diferent valuation, which again is an opinion, but hopefully there is usually an consensus.

If you request a research report, we will send it to you. We are working on uploading these reports [our opinion] on the site. Check back soon.


www.investragy.com
www.twitter.com/investragy
www.facebook.com/investragycapital
Investragy Capital - Portfolio Strategies for East Africa.
the deal
#7 Posted : Friday, February 04, 2011 10:44:10 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Are you holding MSC in your portfolio right now or you just forecasting i remember one investment banker said MSC will be worth 18 bob by now...
awando
#8 Posted : Friday, February 04, 2011 10:48:58 PM
Rank: New-farer


Joined: 2/4/2011
Posts: 8
Location: kenya
the deal wrote:
Are you holding MSC in your portfolio right now or you just forecasting i remember one investment banker said MSC will be worth 18 bob by now...



Yes, we currently hold MSC. In the next few weeks, we will review our current holding positions and the investment return of our portfolio.

We are soon posting our SafariCom valuation soon. Check back soon. We dont hold SafariCom however.

www.investragy.com
www.twitter.com/investragy
www.facebook.com/investragycapital
Investragy Capital - Portfolio Strategies for East Africa.
the deal
#9 Posted : Friday, February 04, 2011 11:04:19 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
awando wrote:
the deal wrote:
Are you holding MSC in your portfolio right now or you just forecasting i remember one investment banker said MSC will be worth 18 bob by now...



Yes, we currently hold MSC. In the next few weeks, we will review our current holding positions and the investment return of our portfolio.

We are soon posting our SafariCom valuation soon. Check back soon. We dont hold SafariCom however.


Then please put a Disclaimer to your Research Report.
awando
#10 Posted : Friday, February 04, 2011 11:12:13 PM
Rank: New-farer


Joined: 2/4/2011
Posts: 8
Location: kenya
the deal wrote:
awando wrote:
the deal wrote:
Are you holding MSC in your portfolio right now or you just forecasting i remember one investment banker said MSC will be worth 18 bob by now...



Yes, we currently hold MSC. In the next few weeks, we will review our current holding positions and the investment return of our portfolio.

We are soon posting our SafariCom valuation soon. Check back soon. We dont hold SafariCom however.


Then please put a Disclaimer to your Research Report.



Good point. However the complete PDF research includes the disclaimer. We will put one on the blog as well..

www.investragy.com
www.twitter.com/investragy
www.facebook.com/investragycapital
Investragy Capital - Portfolio Strategies for East Africa.
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