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Best Stock bet for 2012
Rank: Veteran Joined: 8/16/2009 Posts: 994
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2012 wrote:youcan'tstopusnow wrote:2012 wrote:youcan'tstopusnow wrote:But as I said before, I fear for the much smaller banks. I fear most for HFCK. What are the mortgage rates saa hii? Is anyone mad enough to take one right now?  23% If you're expected to pay kindo 100k per month for 20yrs for a house worth 5m and fetching rent of 20k (expected to go lower soon), how will you survive? In my own assessment the interests will come down mid in the year. But in the mean-time activity in the mortgage market and property market in general will cool off. Thanks to demolitions and general land mess, we are likely to finally see low property values. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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youcan'tstopusnow wrote:Here by the way is what the C.E.O of Rich Management, Aly Khan Satchu had to say on the NSE in 2012:
"The equity markets have a lot of bad news baked into them, and little of the good. So I expect a rally of about 30-35 per cent from here before the end of 2012."
Satchu must be one hell of an optimistic guy. High interest rates will favour the bond market. If the rates come down later in the year, the effects of general elections and Hague might neutralize much of the upside potential. All the same there will be money to be made mostly due to volatility. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:guru me wrote:KK* sounds very interesting to me. Regional diversification. Good market position. Great history of dividend payouts. *Cue Cde to insert KCB in place of KK   Fortunately, I like finishing what I started save for 'force majeure'. I added some KK today
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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My top 6 bets for 2012 are C&G, HFCK, KK, CFCSTANBIC, MSC and City read more on http://contrarianinvestingkenya.info as to why I'm bullish on the above.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Cde Monomotapa wrote:C&G? Explain. Car and General- the company sells affordable products and has a regional presence. Net profits declined sharply at Half Year due to cost push inflation as a result of the Weak Shilling, an event which saw them increase their selling prices marginally. Turnover surged by 20% as market share improved in core product lines. They also recently sold their Indian business unit which had a book value of Sh20 Million. The stock trades on a forward PE of 5.2 Link http://www.contrarianinv...-at-the-nse-in-2012.html
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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youcan'tstopusnow wrote:mwekez@ji wrote: will it really rally anytime soon.
Just thinking aloud
No one knows really. BUT, I think it really boils down to if you think KK has 'value' at current prices. If you think so, you keep buying. If not you sell. 2 things though: 1. "In the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine" 2. "It isn't as important to buy as cheap as possible as it is to buy at the right time" Which school of thought do you belong to? 1 or 2? I belong to 1.5 We are in the same school of thought here
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in
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Rank: Bona-fide Joined: 11/2/2011 Posts: 191 Location: Nairobi
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mwekez@ji wrote:GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion. Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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GenghisCapitalLtd wrote:mwekez@ji wrote:GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion. Reason being? GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:GenghisCapitalLtd wrote:mwekez@ji wrote:GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion. Reason being?
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Rank: User Joined: 8/29/2011 Posts: 1,045 Location: Mtaani
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GenghisCapitalLtd wrote:mwekez@ji wrote:GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion. mmmmhhhh ! why hfck ..hoping you have more info than us !!!!
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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mwekez@ji wrote:GenghisCapitalLtd wrote: HFCK Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in I'm a net buyer
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Rank: New-farer Joined: 2/17/2010 Posts: 47 Location: Nairobi
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 QW25081985 wrote:a.k , Olympia, ... at least someone thinking like me.... People who look for easy money invariably pay for the privilege of proving conclusively that it cannot be found on this sordid earth
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Rank: Elder Joined: 11/7/2007 Posts: 2,182
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ARM has not traded for 3 straight days now!! why? LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Equity touched a new 52 week low of 15.80 today... GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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kyt wrote:ARM has not traded for 3 straight days now!! why? ARM iko na wenyewe, diehards.
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Rank: New-farer Joined: 8/25/2011 Posts: 26 Location: hull
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I think Car and General will be a good performer this year, as mentioned earlier. A solid trading company with good presence throughout Kenya and good products. Not reliant on any economic bubble. The P/E ratio is very low.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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My top stocks for 2013, i'm seeing past 2012. Kk, eb, kcb, kpkc. ......you're welcome The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Aguytrying wrote:My top stocks for 2013, i'm seeing past 2012. Kk, eb, kcb, kpkc. ......you're welcome Next month ni mambo yote... GOD BLESS YOUR LIFE
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