wazua Sun, Jan 5, 2025
Welcome Guest Search | Active Topics | Log In | Register

A good portfolio
Options
Previous Topic · Next Topic
Sweets
#1 Posted : Thursday, January 21, 2010 7:54:21 PM
Rank: Member


Joined: 4/28/2008
Posts: 4
I want to diversify ...what are your thoughts on KCB, Equity and Mumias? What would one recommend from the manufacturing sector i.e other than Mumias...be of help to.
Back to top
 Report Abusive | Report SPAM
the sage
#2 Posted : Friday, January 22, 2010 4:52:21 AM
Rank: Member


Joined: 11/20/2008
Posts: 367
Sweets, there are very many foreign buyers going for KCB and Equity in the run up to earnings being reported. I have put some cash in the two counters, this is just my personal position, you be the judge.
Back to top
 Report Abusive | Report SPAM
QD
#3 Posted : Friday, January 22, 2010 5:40:20 AM
Rank: Member


Joined: 8/5/2009
Posts: 597
@ sweets a good portfolio should be effectively spread basing the building of the portfolio in risk in various sectors and the relationship btw the stocks you chose i.e like Equity and KCB are in the same sector of financial do a fundermental analysis then chose on one with the best prospects or even both if viable, pick some stocks from Agric, Services sec but do not follow the masses or trends generated by-large speculators
The problem with the world is that the intelligent people are full of doubts while the stupid ones are full of confidence
Back to top
 Report Abusive | Report SPAM
Wa_ithaka
#4 Posted : Friday, January 22, 2010 7:48:52 AM
Rank: Veteran


Joined: 1/7/2010
Posts: 1,279
Location: nbi
A good portfolio should also consider income-earners. So consider some high dividend yield stocks.
The Governor of Nyeri - 2017
Back to top
 Report Abusive | Report SPAM
2012
#5 Posted : Friday, January 22, 2010 8:27:05 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
I need your view on these. I've been watching these counters in the financial sector and researching on them but I'm still not sure.

Where would you put your money btwn KCB, Equity, HF, NIC and NBK (considering the intended sale by govt.)

Why aren't people snapping up HF?

BBI will solve it :)
Back to top
 Report Abusive | Report SPAM | Edit by user: Friday, January 22, 2010 8:31 AM | Reason: Not specified
KA-305
#6 Posted : Friday, January 22, 2010 9:17:35 AM
Rank: New-farer


Joined: 12/26/2009
Posts: 1
Location: NBI
Good question 2012,am looking at HFCK as a jewel at the current price yet it doesn,t seem to excite the market much.May be there is something that i don't know.

but over the past i've always learnt to trust my instincts, KQ is case in point wea i stocked up a few months ago purely based on feelings.
Back to top
WWW
 Report Abusive | Report SPAM
Wa_ithaka
#7 Posted : Friday, January 22, 2010 9:19:16 AM
Rank: Veteran


Joined: 1/7/2010
Posts: 1,279
Location: nbi
Equity, NIC, HFCK,KCB, NBK in that order
The Governor of Nyeri - 2017
Back to top
 Report Abusive | Report SPAM
2012
#8 Posted : Friday, January 22, 2010 9:31:47 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
@Waitha
With the new products by HF and demand for housing why do you rate NIC and Equity higher? I know Equity has a say in the running of HF but other than that....?

BBI will solve it :)
Back to top
 Report Abusive | Report SPAM
guru267
#9 Posted : Friday, January 22, 2010 10:52:41 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
are u a trader or an investor.??
if ur the latter then
industrials... KPLC, ARM, mumias
financials... equity, KCB
commercials... safcom, access..

DO YOUR RESEARCH FIRST.
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
Sweets
#10 Posted : Sunday, January 24, 2010 9:17:24 AM
Rank: Member


Joined: 4/28/2008
Posts: 4
All responses have been most usefuls...the importance of not focussing on one segment, balancing high yielding and average yielding stocks, importance of research etc. I will take all into account and apply in the near future...hey I will also give you feedback in the medium term. Always, Sweets
Back to top
 Report Abusive | Report SPAM
sparkly
#11 Posted : Sunday, January 24, 2010 1:07:18 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@sweets, please allow me to re-open the discussion. As you work on the portifolio, first determine the level of risk you can stomach. Come up with objectives and set goals. review the goals from time to time. Based on your risk tolerance, you might consider a port with bonds, real estate etc
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
Sweets
#12 Posted : Sunday, January 24, 2010 3:11:57 PM
Rank: Member


Joined: 4/28/2008
Posts: 4
Sparkly thanks, it aint that the discussion is closed and your contribution is most significant. I am already in real estate...in my own small way...though yet to embark on development of the properties in Msa and Nrb. Bonds...I need to do serious ngumbaru on this subject...and also for now cash flow for all three is a challenge hence stocks and estate, cheers Swts
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#13 Posted : Monday, January 25, 2010 7:32:49 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,118
Location: Nairobi
High Risk (maybe) High Gain
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.