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Stocksmaster.............1st Quarter Strategy
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Sufficiently Philanga....thropic
#91 Posted : Friday, January 04, 2013 8:36:17 AM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
murchr wrote:
mwekez@ji wrote:
murchr wrote:
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 link

Foreign 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.



Watching the market and foreigners remain active on the buy side. Check KCB, Safari, Uchumi, Scangroup, BAT, Kenya Power .....


How about we talk after the 1st quarter...

No probs,we talk beginning Q2!
Sisi tutakuwa humu humusmile
@SufficientlyP
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King G
#92 Posted : Friday, January 04, 2013 11:46:14 AM
Rank: Elder

Joined: 6/20/2012
Posts: 3,855
Location: Othumo
obiero wrote:
Mukiri wrote:
Aguytrying wrote:
VituVingiSana wrote:
Aguytrying wrote:
the shares that rallied hard last year with a few exceptions it would be wise to get out now. the euphoria of nse not falling is at fever pitch here. how quickly we forget. however for grossly undervalued shares and high dividend yielding ones it is better to stay put.
Isn't that the challenge? Which stocks are 'undervalued' & which stocks will pay a good dividend yield going forward?

The criteria for 'under-valued' varies substantially among investors.
The appropriate dividend yield varies too. For some 5% is OK, while others expect 15%.


true old sage, true. i rem buffet quiping that for him the time to buy stocks is not determined by the day of the week, the time of the year, an election year and so on . id leave it open for each investor to decide . personally great companies trading at a significant discount to NAV (say 0.7) and div yield approaching 10%


Examples?

HFCK, KCB, BAT


BAT is out of reach for mare mortals like us, wanjuku
Thieves
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Sufficiently Philanga....thropic
#93 Posted : Friday, January 04, 2013 2:57:05 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
And NSE investors are still in the monies less than 2months to elections.
Better quit the noise maker's club & take the plungesmile
@SufficientlyP
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  | | Edit by user: Friday, January 04, 2013 2:58 PM | Reason: Not specified
Sufficiently Philanga....thropic
#94 Posted : Friday, January 04, 2013 3:01:17 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
ION, I hear @Hisah has traded his leave quarterway through for the traders desksmile
@SufficientlyP
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the deal
#95 Posted : Friday, January 04, 2013 3:15:53 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Bull being fattened before slaughter I think...but things going horribly wrong at the moment for cash investorssmile
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tony stark
#96 Posted : Friday, January 04, 2013 3:28:13 PM
Rank: Veteran

Joined: 7/8/2008
Posts: 947
Hunderwear wrote:
The discovery of oil in kenya changes alot of theseassumptions.This is because US cannot afford not to benefit from the party.They were late for the party and wont try any stupid move else China wil have a laugh all the way.Sanctions wont work as China wil happily ignore them.As such Zim way is a far dream whichever team wins.However the perception created wil definately offer investors yet another buying opportunity.Am waiting for the dip before elections and plunge into stocks.My only prayer is whoever loses accepts our verdict and we will have peace!!!!!


I partially agree with you and would also add the opening up the market in Ethiopia through the lamu port (This is Huge) and the south Sudan( small market huge for fuel). Please don't forget Kenya is a key cog in political stability and therefore future business opportunities in Somali.

Sanctions would depend on the prevailing politics between the west and the east at the time and who stands to win or lose.

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stocksmaster
#97 Posted : Friday, January 04, 2013 4:35:48 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
the deal wrote:
Bull being fattened before slaughter I think...but things going horribly wrong at the moment for cash investorssmile


I prefer to hold cash...........time to multiply cash will come. It is times like this that i let my gut instinct (enteric nervous system) rule. The cow does indeed look fat enough for slaughter........

Happy Hunting.
x handle: @stocksmaster79
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Sufficiently Philanga....thropic
#98 Posted : Friday, January 04, 2013 5:21:11 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
the deal wrote:
Bull being fattened before slaughter I think...but things going horribly wrong at the moment for cash investorssmile

No one knows the hour the bulls will be heading to the slaughterhouse,but hey.....we making moneysmile, at least for now!d'oh! Drool
@SufficientlyP
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bartum
#99 Posted : Friday, January 04, 2013 5:51:46 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
@Hunderwear check you gmail i have sent you a message about lapsset
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guru267
#100 Posted : Friday, January 04, 2013 7:01:32 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
stocksmaster wrote:
the deal wrote:
Bull being fattened before slaughter I think...but things going horribly wrong at the moment for cash investorssmile


I prefer to hold cash...........time to multiply cash will come. It is times like this that i let my gut instinct (enteric nervous system) rule. The cow does indeed look fat enough for slaughter........

Happy Hunting.


Some of us made plenty of returns in 2012.. (77% portfolio growth)We hardly need to risk heavily in Q1 2013..
For us investors it makes more sense to exit partially especially with the uncertainty that is set to come..
When things become clearer we will jump right back into the NSE and ride the vision 2030 wave!! smile

Besides i still hold some really undervalued stocks like Kenya Re just in case a miracle happens and Jubilee loses on march 4th!
Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Friday, January 04, 2013 7:08 PM | Reason: Not specified
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