Hi Wazuans. I've been an ardent follower of this forum for over an year now.I made my first investment in March 2013. Since then,your insightful analysis has been a great guide in making my other stock picks. Fundamentals can be analyzed for various sources but sentiments can only be derived from forums like this that's why you have been of great help. The reason it took me more than an year to register is coz i don't have a finance background. I am into the computing world so I had to learn everything from scratch.
This was my last year's portfolio + entry prices:
NIC Bank @45.5 14%
KQ @10 27%
National bank @20.5 20%
PARF @61 22%
Britam @9 18%
I started cashing out last month NIC @60, NBK @30, PARF @ 120.I'm holding on to KQ to see how their fleet expansion strategy plays out and if it drops to sub 10 levels,I'll add loads more. As for Britam, I hoping it comes down to 8-10 if a bear run strikes so I can load some more too. Their aggressive expansion and revenue streams diversification has made me stick to this counter(atleast for 3-5 years). Their NAV is also looking up so I'll wait and see how things play out.As for my future prospects, I am eying bamburi, EABL, Transcentury, DTB, Safcom, Carbacid, NBK (post rights), KPLC, CFC Bank and PARF in no particular order. Of all these TCL seems like the one I'll buy soonest.
P.S I'll be making contributions from today henceforth so we can grow together as Wazuans