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Stocksmaster.............1st Quarter Strategy
Rank: Elder Joined: 12/2/2009 Posts: 2,458 Location: Nairobi
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Read all as well.. will indeed borrow from the advice..
thanks
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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youcan'tstopusnow wrote:Sufficiently Philanga....thropic wrote:Interesting thread this. Cant wait to see how the NSE opens tomorrow. Will the Fund managers stay out or will they load in? Will the foreigners watch from the sidelines or will they participate? We get the anwers to these and more tomorrow and the next 2 weeks. See you tomorrow at the market place  Hehe. Watu wakipatana debe, sisi tunapatana soko Day 1 in 2013 and all the big caps i.e scom,simba,beer & cement close in positive territory. #staying with money!!! See you tomorrow at 0930 EAT @SufficientlyP
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Sufficiently Philanga....thropic wrote:youcan'tstopusnow wrote:Sufficiently Philanga....thropic wrote:Interesting thread this. Cant wait to see how the NSE opens tomorrow. Will the Fund managers stay out or will they load in? Will the foreigners watch from the sidelines or will they participate? We get the anwers to these and more tomorrow and the next 2 weeks. See you tomorrow at the market place Hehe. Watu wakipatana debe, sisi tunapatana soko Day 1 in 2013 and all the big caps i.e scom,simba,beer & cement close in positive territory. #staying with money!!! See you tomorrow at 0930 EAT Very low turnover. Watu bado wako sikukuu mood... GOD BLESS YOUR LIFE
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Rank: Member Joined: 2/8/2007 Posts: 808
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Certainly the first quarter will struggle. Results of non banks will not excite, politics and hopefully we won't need a run off! I would take profit during this and next week and stay in cash.
larger worry is the interest rates rising because of need to borrow to fund counties and appease the masses. Between RAO and UK i say both raiding domestic markets in 2013 to borrow to appease the voters and get devolution working. Also bear in mind CBK will have to mop up liquidity post campaigns. All in equities may not be that great this year! Bonds could also suffer excess borrowing.
Globally, Europe will be depressed and the fiscal concerns may slow down growth in America. A lot of the recovery has been QE driven, that headroom will thin post Fiscal deals done by the blues and the reds!
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Rank: Member Joined: 8/17/2011 Posts: 207 Location: humu humu
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Interesting discussion..Perhaps as we approach the elections and also immediately after, the direction of key macro economic indicators will become more clearer. The general public mood however is that of uncertainty. Those who have already sold are making the most noise to destabilize the market and dampen the prices for reasons all of us know.For now we wait...In cash!
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Rank: Member Joined: 4/25/2012 Posts: 110
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kaifastus wrote:Interesting discussion..Perhaps as we approach the elections and also immediately after, the direction of key macro economic indicators will become more clearer. The general public mood however is that of uncertainty. Those who have already sold are making the most noise to destabilize the market and dampen the prices for reasons all of us know.For now we wait...In cash!   There is nothing as dangerous as an Idea, when there is only one Idea
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:murchr wrote:the deal wrote:The demographics suggest a tight race with a strong possibility of a run off, elections will be peaceful since some people are at the hague already...also a new president is coming in...who will rig? Watch the news boss...look at Mathare, Tana River, strange paraphernalia in Kajiado, yet the nominations have not started and the elections are 3 months away. These are indications that things will not go as we wish. No rigging will be done, but the losers might might just refuse to bite the bullet. @murchr, see, S&P, Moody and Fitch have assigned Kenya a “stable” outlook based on expectations of fair economic growth, falling inflation and a bet that the March 2013 polls will be peaceful linkForeign investors show faith in NSE listed companies ahead of elections link Mwekezaji, these ratings were done sometime back...i guess oct/nov and they are bound to change...depending on how we behave. The foreign policy website ranks Kenya as a hotspot for violence this year. Investors dont only rely on S&P, they go thru our papers daily looking at policy change and any form of violence that is reported. I hope for the best tho. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 6/23/2009 Posts: 14,248 Location: nairobi
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maka wrote:obiero wrote:@stocksmaster is slipping (sic) on the job. my guy, you have failed to consider expected strong posting of full year PBT results by some companies read financial sector and resultant good dividend announcements such as the assured ones from KCB and HFCK that will ring fence even the fearful foreigners. ...not really we have seen more than once where the market has failed to factor in good results,there is so much uncertainity we can never know...its all about taking that chance. Dear brother Maka. Look at KCB shuttling into the stratosphere. I forsee KES 35 in next few weeks. Elections will not water down investor appetite for this stock in particular. Hio dividend itashikilia price juu, na ikishuka hadi 25 hivi, nitauza hata nyumba na walio ndani ili ninunue KCB!
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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MoneyMonger wrote:kaifastus wrote:Interesting discussion..Perhaps as we approach the elections and also immediately after, the direction of key macro economic indicators will become more clearer. The general public mood however is that of uncertainty. Those who have already sold are making the most noise to destabilize the market and dampen the prices for reasons all of us know.For now we wait...In cash! Let them make noise here as we make money!!! For every day wasted making noise is an opportunity lost. Money is made in volatility. You ride the upward wave as volumes expand & bail out as volumes contract! #KK in 2012 = NSE in 2013 @SufficientlyP
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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youcan'tstopusnow wrote:Sufficiently Philanga....thropic wrote:youcan'tstopusnow wrote:Sufficiently Philanga....thropic wrote:Interesting thread this. Cant wait to see how the NSE opens tomorrow. Will the Fund managers stay out or will they load in? Will the foreigners watch from the sidelines or will they participate? We get the anwers to these and more tomorrow and the next 2 weeks. See you tomorrow at the market place Hehe. Watu wakipatana debe, sisi tunapatana soko Day 1 in 2013 and all the big caps i.e scom,simba,beer & cement close in positive territory. #staying with money!!! See you tomorrow at 0930 EAT Very low turnover. Watu bado wako sikukuu mood... Nop. Investors adopting a wait and see approach,sitting on cash! @SufficientlyP
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Stocksmaster.............1st Quarter Strategy
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