The following stocks will provide an interesting opportunity to investors in 2010:

MUMIAS SUGAR

The company had a disastrous first half for the half year ending December 2008.If the company can just maintain the results of the second half of 2008/2009, then in February 2010, Mumias should announce an over 200% increase in half year profits.This will surely excite the market. The share has many 'points of excitation':
I)The penny nature of the stock
II)New revenue stream from electricity sales
III)The business diversification plans of the company (into Mineral water, ethanol production)

The Mumias share is currently trading at a P/E of about 6.5. This share should touch Ksh 10 in 2010.

KENYA AIRWAYS

The world cup in South Africa is directly going to benefit KQ courtesy of an increase in air travel.

KENYA POWER AND LIGHTING COMPANY

The company is to have a rights issue in 2010.

Happy hunting and happy new year

@muganda - Are you trying to offload ScanGroup?

Warren Buffett likes 'steady' businesses (not 'steady' earnings) which may not be sexy but have moats.

I have no idea who manages earnings but it can easily be done in financial firms UNTIL the crap hits the fan!

Now... a bank or insurance firm can always understate or overstate their losses on their portfolios.

Please note that a good & diligent regulator may be a deterrent. There is a conflict though...

The Banks regulator may prefer a bank that is ultra-conservative. A bank that provisions heavily for any loan that might even be slightly 'overdue' may be a darling of the regulator. It makes the bank 'safer'.

On the other hand, the Taxman may prefer a lighter provisioning coz the provisions reduce taxable income.

@VituVingiSanga, agreed x2. So another take, what do you think are the mid-term fortunes? Should it fair well anywhere near @stockmaster picks?

Can't say... but I am bullish on KQ & KPLC

KQ - Coz they are expanding when others are hesitant or in trouble. This means they will be stronger, better equipped & have an expanded network that will serve KQ & passengers well.

Of course, the idiots at KAA could upset KQ's plans!

...MSC....an acquisition is in the offing.I see it happening before end of 2010.

Ja KQ is good 4 2011 i will definitely take my position in 2010.

@VVs,
Acquiring......although i do not think it would be for the purposes of getting more outgrowers........It's probably because Nzoia has the biggest cane nucleus in the country, which incidentally, borders Msc nucleus to the north.

@VVS,
I agree but sugarcane outgrowing in Kenya is a huge headache since farms keep on thinning.If you were to ask any miller in Kenya,they would do anything to do away with outgrowers in exchange of vast sugarcane plantations.Not that i expect that to happen in this case but again,if MSC acquired NSC,would they have the capacity to handle all the cane from the nucleus leave alone outgrowers?.My answer is no,unless there are plans to fast-track a modern mill complete with cogen facilities to replace NSC.

Any other exciting stocks to buy, could really appreciate the info. KQ and Mumias can't work for me. Something to do with what I do.

I generally believe KPLC is inefficient and nothing good will come out of it.

May be NMG and BAT, how about the banks, whatever happened to good old equity. what about Co-op.