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Too many HELLOS, Time to quit stocks!
guru267
#21 Posted : Sunday, January 05, 2014 2:22:52 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
obiero wrote:
I only know one thing. Do not listen to guru254 in 2014.


smile


We are still patiently waiting for KQ @ 19 q1 2014...
Mark 12:29
Deuteronomy 4:16
sparkly
#22 Posted : Sunday, January 05, 2014 6:23:38 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
guru267 wrote:
sparkly wrote:
dunkang wrote:
@deal, the same was said between 2012-2013, i stocked dollars (10K to be precise) only for the market to think otherwise.

What am saying is that, LET THE MARKET DO WHATEVER IT WANT. I can't control it, neither can you! TUKO TAYARI


Dunkang when its comes to the so called "economic cycles" its better to look at the global trends rather than look at the local market in isolation.

In 2012 the US economic was in doldrums. Then in Sept 2012 the Federal Reserve came up with an economic stimulus dubbed Quantitative Easing (QE), a fancy term for pumping cash money to the tune of $85B into the economy.

Guess where the extra cash went to? To financial markets, instead of the productive sectors of the economy... surprise, surprise!

As a result in 2013 the US stock markets climbed by 29.6% (S&P) and 38% (NASDAQ) the biggest rise since late 90s.

A good chunk of the money went into foreign markets notably the beaten up economies of Europe and Frontier markets of Asia and Africa. Consequently Greece, Iceland and Ireland were on the list of top 10 performing Exchanges as were Pakistan, Nigeria and Zambia.

The Fed is gradually reducing the amount of money pumped monthly into the US economy, ending the programme altogether in Dec 2014!

The party is about over. The big boys have eaten the choice cuts. In 2014 the scavengers will be picking the bones and skins and in 2015 Wanjiku will be cleaning the mess.


Like I said before... There is too much theory applied!

Will the fed tapering stop Kenya from becoming a middle income country in 10 years??

Haya mambo of entering and exiting the market because of short term issues will lead one to be poorer than the average investor!

Just Ask Buffet who is buying more today than he has ever bought...


@Guru whats your stand? Its not enough to rubbish others' theories without offering a counter. Buffet may be buying but not buying blindly.
Life is short. Live passionately.
Fyatu
#23 Posted : Sunday, January 05, 2014 7:22:36 PM
Rank: Veteran


Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
sparkly wrote:
kigophilipe wrote:
I have that feeling too about stocks this year, am not as excited as i was last year a time like this. Its time to invest more in bonds. I think stocks are relatively over valued. However, Coop bank is a good buy. But again i could be wrong


You are definitely right @Kigo



The irony is that @kigo is a "hello" commenter
Dumb money becomes dumb only when it listens to smart money
S.Mutaga III
#24 Posted : Sunday, January 05, 2014 7:32:06 PM
Rank: Member


Joined: 3/26/2012
Posts: 830
And who said that 'Hellos' dont have brains? Some are better than older members in the wazua republic. Reminds me of one QW who rode Access from 20s and sold at 4...only for it to rally to 9 before the takeover bid. Heheh...he also rode KQ from the sixty's I hear...I miss this jamaa...lol
A successful man is not he who gets the best, it is he who makes the best from what he gets.
S.Mutaga III
#25 Posted : Sunday, January 05, 2014 7:37:22 PM
Rank: Member


Joined: 3/26/2012
Posts: 830
I miss those days..if QW said 'buy'..you would sell and ask questions later..hehe...the guy is now into forex I guess
A successful man is not he who gets the best, it is he who makes the best from what he gets.
The optimist
#26 Posted : Sunday, January 05, 2014 8:00:44 PM
Rank: Member


Joined: 6/14/2010
Posts: 521
Location: Nairobi
S.Mutaga III wrote:
And who said that 'Hellos' dont have brains? Some are better than older members in the wazua republic. Reminds me of one QW who rode Access from 20s and sold at 4...only for it to rally to 9 before the takeover bid. Heheh...he also rode KQ from the sixty's I hear...I miss this jamaa...lol

KQ @60 and Access @20!Pray
sparkly
#27 Posted : Sunday, January 05, 2014 8:22:24 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
S.Mutaga III wrote:
And who said that 'Hellos' dont have brains?


Did anyone say that? Show us where!
Life is short. Live passionately.
Metasploit
#28 Posted : Sunday, January 05, 2014 9:37:46 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
guru267 wrote:
sparkly wrote:
dunkang wrote:
@deal, the same was said between 2012-2013, i stocked dollars (10K to be precise) only for the market to think otherwise.

What am saying is that, LET THE MARKET DO WHATEVER IT WANT. I can't control it, neither can you! TUKO TAYARI


Dunkang when its comes to the so called "economic cycles" its better to look at the global trends rather than look at the local market in isolation.

In 2012 the US economic was in doldrums. Then in Sept 2012 the Federal Reserve came up with an economic stimulus dubbed Quantitative Easing (QE), a fancy term for pumping cash money to the tune of $85B into the economy.

Guess where the extra cash went to? To financial markets, instead of the productive sectors of the economy... surprise, surprise!

As a result in 2013 the US stock markets climbed by 29.6% (S&P) and 38% (NASDAQ) the biggest rise since late 90s.

A good chunk of the money went into foreign markets notably the beaten up economies of Europe and Frontier markets of Asia and Africa. Consequently Greece, Iceland and Ireland were on the list of top 10 performing Exchanges as were Pakistan, Nigeria and Zambia.

The Fed is gradually reducing the amount of money pumped monthly into the US economy, ending the programme altogether in Dec 2014!

The party is about over. The big boys have eaten the choice cuts. In 2014 the scavengers will be picking the bones and skins and in 2015 Wanjiku will be cleaning the mess.


Like I said before... There is too much theory applied!

Will the fed tapering stop Kenya from becoming a middle income country in 10 years??

Haya mambo of entering and exiting the market because of short term issues will lead one to be poorer than the average investor!

Just Ask Buffet who is buying more today than he has ever bought...


Couldnt agree more with Guru and deal.

I have been watching and trading the FED fears.June the markets dropped(when Benarnke first hinted of the taper),september(pre-Fed meeting) and December(Pre Fed meeting).These were buying opportunities for some counter as they dipped 10-15% .Go back to historical charts and notice that some counters were not affected at all or MUCH eg HFCK.(meaning some counters rally purely on local effort and not foreign effort)

But expect a serious correction in September.Before then enjoy your trading!

do 50% of portfolio on counters that rally purely on local effort and 50% on foreign driven counters(mostly blue chips).

As always,losing or gaining on a stock market depends on emotions( fear,greed and hope)


“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
guru267
#29 Posted : Sunday, January 05, 2014 11:04:14 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
guru267 wrote:
sparkly wrote:
dunkang wrote:
@deal, the same was said between 2012-2013, i stocked dollars (10K to be precise) only for the market to think otherwise.

What am saying is that, LET THE MARKET DO WHATEVER IT WANT. I can't control it, neither can you! TUKO TAYARI


Dunkang when its comes to the so called "economic cycles" its better to look at the global trends rather than look at the local market in isolation.

In 2012 the US economic was in doldrums. Then in Sept 2012 the Federal Reserve came up with an economic stimulus dubbed Quantitative Easing (QE), a fancy term for pumping cash money to the tune of $85B into the economy.

Guess where the extra cash went to? To financial markets, instead of the productive sectors of the economy... surprise, surprise!

As a result in 2013 the US stock markets climbed by 29.6% (S&P) and 38% (NASDAQ) the biggest rise since late 90s.

A good chunk of the money went into foreign markets notably the beaten up economies of Europe and Frontier markets of Asia and Africa. Consequently Greece, Iceland and Ireland were on the list of top 10 performing Exchanges as were Pakistan, Nigeria and Zambia.

The Fed is gradually reducing the amount of money pumped monthly into the US economy, ending the programme altogether in Dec 2014!

The party is about over. The big boys have eaten the choice cuts. In 2014 the scavengers will be picking the bones and skins and in 2015 Wanjiku will be cleaning the mess.


Like I said before... There is too much theory applied!

Will the fed tapering stop Kenya from becoming a middle income country in 10 years??

Haya mambo of entering and exiting the market because of short term issues will lead one to be poorer than the average investor!

Just Ask Buffet who is buying more today than he has ever bought...


@Guru whats your stand? Its not enough to rubbish others' theories without offering a counter. Buffet may be buying but not buying blindly.


I have posted my NSE portfolio on numerous threads.. I'm holding those for vision 2030! smile
Mark 12:29
Deuteronomy 4:16
DexLegend
#30 Posted : Monday, January 06, 2014 2:21:40 PM
Rank: New-farer


Joined: 11/13/2013
Posts: 10
You are quite right..but not all hellos are inexperienced in stocks Shame on you ...considering the recent bull run, wanjiku may be more inclined to source market info Sad..my homework and logic does not imply a coming bear..but if and when it does, TUTANUNUA Drool
Listen Grasshopper...
dunkang
#31 Posted : Monday, January 06, 2014 4:51:36 PM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
@Guru267, i have lost faith in you. So, in your LONG TERM RECOMMENDATIONS, you actually mean 2030!!!!!! (Refer to post #29 above).

To me, the maximum acceptable "LONG TERM" is 3-5 years, anything more than that is HOGWASH. Pure Guesswork. There is no stock that can't do well in 20 years!!!!!

And all of you who hype stocks and brand them "LONG TERM", you should tell us HOW LONG ARE YOUR LONG TERMS! (This is particularly in reference to Home Afrika fans)
Receive with simplicity everything that happens to you.” ― Rashi

mkeiy
#32 Posted : Monday, January 06, 2014 5:24:02 PM
Rank: Member


Joined: 1/27/2012
Posts: 851
Location: Nairobi
sparkly wrote:
S.Mutaga III wrote:
And who said that 'Hellos' dont have brains?


Did anyone say that? Show us where!



@sparkly, By implying they know not what they are doing.
obiero
#33 Posted : Monday, January 06, 2014 6:37:32 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,541
Location: nairobi
dunkang wrote:
@Guru267, i have lost faith in you. So, in your LONG TERM RECOMMENDATIONS, you actually mean 2030!!!!!! (Refer to post #29 above).

To me, the maximum acceptable "LONG TERM" is 3-5 years, anything more than that is HOGWASH. Pure Guesswork. There is no stock that can't do well in 20 years!!!!!

And all of you who hype stocks and brand them "LONG TERM", you should tell us HOW LONG ARE YOUR LONG TERMS! (This is particularly in reference to Home Afrika fans)

@guru has misled people here severally. even her current picks are suspect! i have retrieved and reposted her own false calls on eveready, home afrika, panafrica.. everyone saw those blunders in judgement. as for me, I called out HF @13, KCB @23, KQ @9, BoK@17.. Sometimes I sold out a little early in reference to ceilings, but wazua knows my flawless track record in calling out stock bottoms/floors

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
poundfoolish
#34 Posted : Monday, January 06, 2014 7:14:01 PM
Rank: Elder


Joined: 12/2/2009
Posts: 2,458
Location: Nairobi
guru267 wrote:
obiero wrote:
I only know one thing. Do not listen to guru254 in 2014.


smile


We are still patiently waiting for KQ @ 19 q1 2014...


Bw. Collins.. So what are your picks this year... last year you caught me out. i must admit.
obiero
#35 Posted : Monday, January 06, 2014 7:47:22 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,541
Location: nairobi
poundfoolish wrote:
guru267 wrote:
obiero wrote:
I only know one thing. Do not listen to guru254 in 2014.


smile


We are still patiently waiting for KQ @ 19 q1 2014...


Bw. Collins.. So what are your picks this year... last year you caught me out. i must admit.

@poundfoolish I remember very well advising you early last year. thanks for admiting. this year im still wit BoK, Coop, & KQ. However, lookin to exit Kenyan bank stocks should be a priority in H1.. Meanwhile KQ may not only reach 19, but surpass!

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
obiero
#36 Posted : Monday, January 06, 2014 7:52:59 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,541
Location: nairobi
poundfoolish wrote:
guru267 wrote:
obiero wrote:
I only know one thing. Do not listen to guru254 in 2014.


smile


We are still patiently waiting for KQ @ 19 q1 2014...


Bw. Collins.. So what are your picks this year... last year you caught me out. i must admit.

@poundfoolish I remember very well advising you early last year. thanks for admiting. this year im still wit BoK, Coop, & KQ. However, lookin to exit Kenyan bank stocks should be a priority in H1.. Meanwhile KQ may not only reach 19, but surpass!

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
BGL
#37 Posted : Monday, January 06, 2014 8:20:50 PM
Rank: Veteran


Joined: 10/11/2009
Posts: 1,223
dunkang wrote:
@Guru267, i have lost faith in you. So, in your LONG TERM RECOMMENDATIONS, you actually mean 2030!!!!!! (Refer to post #29 above).

To me, the maximum acceptable "LONG TERM" is 3-5 years, anything more than that is HOGWASH. Pure Guesswork. There is no stock that can't do well in 20 years!!!!!

And all of you who hype stocks and brand them "LONG TERM", you should tell us HOW LONG ARE YOUR LONG TERMS! (This is particularly in reference to Home Afrika fans)


@guru267 is always spot on. I remember that signature of voting with your ass which came to pass! Thanks Mme for joining unaitas too.... good things coming in 2014. I just had a chat with the CFO
History will not remember you for your IQ. It will remember you for what you did. “Genius is 1 percent inspiration, 99 percent perspiration.” Thomas Edison
sparkly
#38 Posted : Monday, January 06, 2014 10:14:23 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mkeiy wrote:
sparkly wrote:
S.Mutaga III wrote:
And who said that 'Hellos' dont have brains?


Did anyone say that? Show us where!



@sparkly, By implying they know not what they are doing.


@mkeiy cc @Dexlegend bottom line is INTEREST in stocks.

In a bear market stocks section in wazua is the quietest. Even stocks elders and chiefs like @guru and @obiero retire to Club SK to discuss airports and jumbo jets.

In charges the bull and everyone troops back to stocks. Peepers register and post their buys, how much they made, the next ten bagger... you get the drift.
Life is short. Live passionately.
gatoho
#39 Posted : Tuesday, January 07, 2014 1:50:37 AM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
sparkly wrote:
No less than 3 threads started by HELLOs on what stocks to buy.

Wazuans if you have made money in the last 2 years, its time to sell.

Sell your stock holdings, put the money in property or cash.

2015 will be a bad year for stocks. Let those who have ears hear.




If Kirubi or Mbaru joined Wazua today, what rank would he be, ORACLE? no Hello.
Foresight..
gatoho
#40 Posted : Tuesday, January 07, 2014 1:52:32 AM
Rank: Member


Joined: 1/1/2010
Posts: 511
Location: kandara, Murang'a
BGL wrote:
dunkang wrote:
@Guru267, i have lost faith in you. So, in your LONG TERM RECOMMENDATIONS, you actually mean 2030!!!!!! (Refer to post #29 above).

To me, the maximum acceptable "LONG TERM" is 3-5 years, anything more than that is HOGWASH. Pure Guesswork. There is no stock that can't do well in 20 years!!!!!

And all of you who hype stocks and brand them "LONG TERM", you should tell us HOW LONG ARE YOUR LONG TERMS! (This is particularly in reference to Home Afrika fans)


@guru267 is always spot on. I remember that signature of voting with your ass which came to pass! Thanks Mme for joining unaitas too.... good things coming in 2014. I just had a chat with the CFO



Hopefully Divs hit 10%, or close selling and wait for splits? ok am greedy
Foresight..
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