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Stocksmaster.............1st Quarter Strategy
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mibbz wrote:seems one @stocksmaster deserted his thread,perhaps he/she is also in a dilema as regards the way forward. Its time to make a move,cash is King has been to much.today i enter the market........ Qtr 1 ends today. No need to shout for answers. Besides in a few days it's either a new gubberment or run-off. These have to be factored in before revision of any strategy. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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Hisah, hold your horses. We still have another month before Q1 comes to a close. But it is clear, if the election comes off without a hitch, we are DEFINITELY headed higher. hisah wrote:mibbz wrote:seems one @stocksmaster deserted his thread,perhaps he/she is also in a dilema as regards the way forward. Its time to make a move,cash is King has been to much.today i enter the market........ Qtr 1 ends today. No need to shout for answers. Besides in a few days it's either a new gubberment or run-off. These have to be factored in before revision of any strategy.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mwanahisa wrote:Hisah, hold your horses. We still have another month before Q1 comes to a close. But it is clear, if the election comes off without a hitch, we are DEFINITELY headed higher. hisah wrote:mibbz wrote:seems one @stocksmaster deserted his thread,perhaps he/she is also in a dilema as regards the way forward. Its time to make a move,cash is King has been to much.today i enter the market........ Qtr 1 ends today. No need to shout for answers. Besides in a few days it's either a new gubberment or run-off. These have to be factored in before revision of any strategy. Oh, my bad. Actually March 29. I'm already in March  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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mkonomtupu wrote:stocksmaster wrote:
The 1st quarter of 2013 will greatly be influenced by the March 2013 elections. Markets hate uncertainity especially when the choice of the next government may have radically different effects on the economy.
A peaceful Cord win should take the index to the 4800 - 5000 levels by end of 1st Half 2013. This is at least a 40-50% capital gain btw Feb to End of June with the right timing of entry.
A peaceful Jubilee win will greatly benefit the dollar. A sitting president and his deputy appearing at the ICC should at least take the dollar to 125-135 against the local currency by end of April 2013.
I will be updating this thread as the quarter progresses. Also check updates on my twitter (stocksmaster@stocksmaster79).
Happy hunting.
I'm struggling to understand your logic.  ..Although i'm expecting election could go either way, a cord win will means effectively locking out two of the most important regions Rift valley and Central from power. That has never happened in the history of the country from the colonial times. Can you imagine what will happen if the people in those two regions realise they have no stake in government with their leaders carted off to the hague they will have a siege mentality and the first thing to do is to starve the government of revenue so expect KRA not to meet its targets and therefore new creative taxes to be pushed through a hostile parliament. The same thing happens if Jubilee wins a whole region will be locked out in a winner takes it all situation. If jubilee wins that spooks foreign investors and gives the country bad press but sanctions are unlikely. In my view the market will continue to trade sideways what will matter is individual stock picks and a long term outlook. Happy hunting Now that it's clear that jubilee has won please update your thread
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Rank: Elder Joined: 12/6/2008 Posts: 3,599
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mkonomtupu wrote:mkonomtupu wrote:stocksmaster wrote:
The 1st quarter of 2013 will greatly be influenced by the March 2013 elections. Markets hate uncertainity especially when the choice of the next government may have radically different effects on the economy.
A peaceful Cord win should take the index to the 4800 - 5000 levels by end of 1st Half 2013. This is at least a 40-50% capital gain btw Feb to End of June with the right timing of entry.
A peaceful Jubilee win will greatly benefit the dollar. A sitting president and his deputy appearing at the ICC should at least take the dollar to 125-135 against the local currency by end of April 2013.
I will be updating this thread as the quarter progresses. Also check updates on my twitter (stocksmaster@stocksmaster79).
Happy hunting.
I'm struggling to understand your logic. ..Although i'm expecting election could go either way, a cord win will means effectively locking out two of the most important regions Rift valley and Central from power. That has never happened in the history of the country from the colonial times. Can you imagine what will happen if the people in those two regions realise they have no stake in government with their leaders carted off to the hague they will have a siege mentality and the first thing to do is to starve the government of revenue so expect KRA not to meet its targets and therefore new creative taxes to be pushed through a hostile parliament. The same thing happens if Jubilee wins a whole region will be locked out in a winner takes it all situation. If jubilee wins that spooks foreign investors and gives the country bad press but sanctions are unlikely. In my view the market will continue to trade sideways what will matter is individual stock picks and a long term outlook. Happy hunting Now that it's clear that jubilee has won please update your thread Is the dump stocks buy dollar strategy still OK, please review or update. Ras Kienyeji Man
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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A lot of disgruntled folks... And where did @Jamani go to? He was an avid contributor. Been missing for some time now. GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 6/17/2009 Posts: 1,627
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youcan'tstopusnow wrote:A lot of disgruntled folks...
And where did @Jamani go to? He was an avid contributor. Been missing for some time now.
If 10% cash position has had me cursing,i would feel for anyone who went into cash in a big way...
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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I think we should wait till the dust settles. Uncertainty is certain.Let go
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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ChessMaster wrote:I think we should wait till the dust settles.
Holding cash was a wrong call. The End COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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poundfoolish wrote:S.Mutaga III wrote:obiero wrote:could 2013 be the year when stocksmaster got it all wrong? he did not get it wrong because he did not do the examination(investing in stocks) Its only 8th of January.. markets open for just a few days and people are already talking of others getting it wrong? With this type of haste.. i'd bet on stockmaster against the two of you for this year's ballon d'stock Ona hii poundfoolish vile imejianika uchi mbele ya wanaume.. all i know is right now im very liquid. u bet on the wrong horse, better luck in your future endeavours :) COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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