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Stocks to watch post Katiba - up to Dec 2010
Rank: Elder Joined: 2/10/2007 Posts: 1,587
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I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.
Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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KENOLKOBIL...KQ...UNGA...STANDARD GROUP...CAR&GENERAL...DTBK...WTK...KPLC...
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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The financial and agricultural sector will outperform the rest. The industrial sector will lag... All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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The agriculturals GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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PKoli wrote:I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.
Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010. @pk hard question. Coz to me "perform well" means a stock with good potential that will become under-valued allowing me to buy. In that case i will be monitoring safcom. Life is short. Live passionately.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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sparkly wrote:PKoli wrote:I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.
Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010. @pk hard question. Coz to me "perform well" means a stock with good potential that will become under-valued allowing me to buy. In that case i will be monitoring safcom. @sparkly do you honestly see safcom ending this year of 2010 significantly higher than it is now?? Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/21/2010 Posts: 6,185 Location: nairobi
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Paul the octopus guessed 8 and got all right,can we findout how we can get paul to help our prediction because the market is not fundamentally driven many times? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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mlennyma wrote:Paul the octopus guessed 8 and got all right,can we findout how we can get paul to help our prediction because the market is not fundamentally driven many times? I'm very fearful of a significant fall in the NSE especially if american markets continue failing us.... There are alot of foreign sell orders coming through for tomorow's trade Mark 12:29
Deuteronomy 4:16
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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WHO WANTS TO BE A MILLIONARE ?? Here's the quickest route : just be a billionare then take @deals advice .!! These days deal u are becomin my last resort wen it comes to 'financial advice ' and thats an overstatement . Your future depends on your dreams so go to sleep !
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:The financial and agricultural sector will outperform the rest. The industrial sector will lag...
All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath
Yap, bullish too on agri commodities. The big money moves since June 2010 on the global agri commodity contracts esp corn and wheat are signals of a major turn. Some global fund in June tried to corner the cocoa market. These are huge bets that cannot be simply ignored. Agri stocks will definitely get a big re-valuation going into 2011 since a currency crisis (most likely 2011 - 2012) should see investors running to these commodities apart from precious metals. But my guilt is failing me when I think of people being unable to afford food with this grizzly speculation.
As for global stocks, apart from the Dow's bloodbath, the Nikkei is now officially a bear market after crashing below 9000pts the other day since the April 26 2010 high (btw most global equity markets topped then). I expect other major global markets to follow suit shortly as they have similar bearish trend patterns. If you can trade these markets, shorting/selling the index is the path of least resistance and outsize gains can be made on the ensuing wild volatile bloodbath. And their anaemic economy rebound is telling the same story. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:guru267 wrote:The financial and agricultural sector will outperform the rest. The industrial sector will lag...
All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath
Yap, bullish too on agri commodities. The big money moves since June 2010 on the global agri commodity contracts esp corn and wheat are signals of a major turn. Some global fund in June tried to corner the cocoa market. These are huge bets that cannot be simply ignored. Agri stocks will definitely get a big re-valuation going into 2011 since a currency crisis (most likely 2011 - 2012) should see investors running to these commodities apart from precious metals. But my guilt is failing me when I think of people being unable to afford food with this grizzly speculation.
As for global stocks, apart from the Dow's bloodbath, the Nikkei is now officially a bear market after crashing below 9000pts the other day since the April 26 2010 high (btw most global equity markets topped then). I expect other major global markets to follow suit shortly as they have similar bearish trend patterns. If you can trade these markets, shorting/selling the index is the path of least resistance and outsize gains can be made on the ensuing wild volatile bloodbath. And their anaemic economy rebound is telling the same story. I wonder where the next points of support on the dow and the s&p?? @hisah Any ideas? Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 1/3/2007 Posts: 18,136 Location: Nairobi
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When there is little or deficit of food... PRODUCTIVE agricultural land becomes pricier... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 11/20/2008 Posts: 367
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@Qw and the Deal, I'll take you on and put cash in these stocks, and watch the rise of fall, time will be your vindication.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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@thesage why put money into something u dnt believe in...dont come crying to me if u loose ur money after all even if.u become rich u wont rmbr me..money is blinding....
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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Well, msc startd of poorly. Lol . Your future depends on your dreams so go to sleep !
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Rank: Member Joined: 1/16/2010 Posts: 672 Location: nairobi
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Even before Dec; mbona mnasahau Carbacid??The dynamics of the CO2 market have not changed negatively but positively as in there is an increase in companies bottling carbonated soft drinks....though it appears forgotten....carbacid is a counter to watch.... MHO! God gave me the power to make wealth ... Blessed the work of my hands & enabled be A SELF MADE BILLIONAIRE ...... TO GOD THE FATHER OF MY LORD JESUS CHRIST; BE THE GLORY NOW & FOREVER MORE!
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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KCB bank. Watch out . Your future depends on your dreams so go to sleep !
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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qw25041985 wrote:Well, msc startd of poorly. Lol . There's a bid for 500K shares at 10. GOD BLESS YOUR LIFE
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:hisah wrote:guru267 wrote:The financial and agricultural sector will outperform the rest. The industrial sector will lag...
All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath
Yap, bullish too on agri commodities. The big money moves since June 2010 on the global agri commodity contracts esp corn and wheat are signals of a major turn. Some global fund in June tried to corner the cocoa market. These are huge bets that cannot be simply ignored. Agri stocks will definitely get a big re-valuation going into 2011 since a currency crisis (most likely 2011 - 2012) should see investors running to these commodities apart from precious metals. But my guilt is failing me when I think of people being unable to afford food with this grizzly speculation.
As for global stocks, apart from the Dow's bloodbath, the Nikkei is now officially a bear market after crashing below 9000pts the other day since the April 26 2010 high (btw most global equity markets topped then). I expect other major global markets to follow suit shortly as they have similar bearish trend patterns. If you can trade these markets, shorting/selling the index is the path of least resistance and outsize gains can be made on the ensuing wild volatile bloodbath. And their anaemic economy rebound is telling the same story. I wonder where the next points of support on the dow and the s&p?? @hisah Any ideas? I wanted to see today's price action first. And as expected the Dow and S&P reversed from their Bernanke Friday spike up. The PPT is interested with Dow holding 10K and S&P at 1040. But this week's NFP (US job's report for Aug) this Friday should spook more investors into selling. I'm waiting for Sept 19 2010 to see if the PPT decide to monetize more debt (more global stimulus). If that happens they'll have postponed the expected plunge and the bank stocks should reverse upwards. For how long, that is debatable but not beyond 2011 before the now more heavy debt burden bubble pops anywhere in US, Japan or Eurozone. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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youcan'tstopusnow wrote:qw25041985 wrote:Well, msc startd of poorly. Lol . There's a bid for 500K shares at 10. I have quoted on the Mumias results post, that if 12 - 12.50 level is broken, this 500K @10 bid will be easily filled. How long, it is anybody's guess, but breaking 12/- should see selling acceleration towards 10/-$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Stocks to watch post Katiba - up to Dec 2010
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