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Inflation proof stocks 2011-12
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PKoli
#1 Posted : Tuesday, September 27, 2011 9:11:22 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
The heat has been far too much, no stock except EABL, Orchards (which never trades) has withstood the market meltdown. Whether it is our inflation, American domestic issues, or the Eurozone challenges, our shilling following the famous Zim dollar, we are in for a bumpy ride. To paraphrase WB, ‘buy steak when it is on sale’, there are obviously many stocks on sale. In the current circumstances, what should one buy? Industrials, Banks, Commercials?
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cnn
#2 Posted : Tuesday, September 27, 2011 9:24:31 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,621
PKoli wrote:
The heat has been far too much, no stock except EABL, Orchards (which never trades) has withstood the market meltdown. Whether it is our inflation, American domestic issues, or the Eurozone challenges, our shilling following the famous Zim dollar, we are in for a bumpy ride. To paraphrase WB, ‘buy steak when it is on sale’, there are obviously many stocks on sale. In the current circumstances, what should one buy? Industrials, Banks, Commercials?

The illiquid WTK has also held on quite well,and has 8.3% dividend yield.
A difficult time to make a call on stocks,Europe could unravel one way or the other and there is no telling how far lower that could take us,if i have to buy stocks,the dividend yield will be a factor.Three months T-bill is the other option.
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Afroblk
#3 Posted : Wednesday, September 28, 2011 9:06:48 AM
Rank: New-farer


Joined: 3/3/2010
Posts: 79
Nation Media Group..good buy, enormous revenue come next year due to all the campaign adverts :)
Knowledge is contagious...Infect truth!
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FUNKY
#4 Posted : Wednesday, September 28, 2011 9:12:06 AM
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Joined: 4/30/2010
Posts: 1,635
Agricultural stocks like WTK,KAPCHORUA TEA,KAKUZI, will be a good buy as the KES has depreciated badly against the USD.
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mufasa
#5 Posted : Wednesday, September 28, 2011 10:24:50 AM
Rank: Member


Joined: 4/15/2008
Posts: 217
FUNKY wrote:
Agricultural stocks like WTK,KAPCHORUA TEA,KAKUZI, will be a good buy as the KES has depreciated badly against the USD.


...yet we are also coming out of a drought period. so agriculturals might not be the best. Even financials seem to be fairing badly with accusations flying around about cooked figures and greediness in the forex mkt, I would go for industrials who are exporters, eg. ARM

Also try and factor in fuel (look for the ones who dont consume too much it e.g UNGA)

I like KK too - just coz of its stability, seems to have a fair grip in the region too
Do it today! Tomorrow is promise to no-one.
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guru267
#6 Posted : Wednesday, September 28, 2011 11:09:07 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Inflation/recession proof stock as proven in the past is jubilee..

But as for speculating in the next 3 months I will be watching agricultural exporters especially williamson..

I believe the gains that will come higher tea prices and the lower kshs will outweigh greatly the losses from reduced output
Mark 12:29
Deuteronomy 4:16
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Kaka M
#7 Posted : Wednesday, September 28, 2011 11:20:30 AM
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Joined: 4/18/2011
Posts: 459
Vipingo?
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