2013-2014:
Burned badly by Scangroup [over 20% burn]
Got Huge Returns on ICDC and KCB counters

2015-
KENGEN
KQ [Bargain hunt]

My take is that a majority of kenyan stocks are on a growth tranjectory the first four years after a general election so I will decide when to quit but not yet.

To me there is the right time to say goodbye but timing it is the biggest exam,basing my argument on those who quit stocks before the meltdown or even before our post election violence, they later got in thanking themselves for exiting at the right time.

Discuss

Interesting year without elaboration is similar to saying nothing.its a wise fence sitting statement.But I can only assume you warn someone of an impending disaster

It is worse than saying nothing!!! It will cause unnecessary panic and optimism in equal measures in different quarters. Some people will sell everything so that they are not told they were never warned. Others might decide to buy and be part of the "interesting" year. And come to think of it, buy what??? Will the "interest" be the same for all counters???

I expect better from Jimnah Mbaru.

He has spoken like a politician. Not an investment Banker!!!

#disappointed.

Still useless "information"! Why invest in blue chips? Because they are expected to weather an anticipated bear or because it is common sense the world over that you should invest in blue chips.

I believe if you have something to say you should come out and say it conclusively and with clarity or shut up.

Not shooting you @stockhunter. I'm not in the habit of shooting the messenger.

He has WARNED. Warning =danger=red=bear.

In a bear market the options are:

1. Sell 75% of your stocks and invest in bonds; or
2. Invest in defensive counters - blue chip banks, communications companies, brewers and tobacco.

The best move is to liquidate all holdings and invest in a high yielding risk free money market fund. I see some earn above 10% interest. I think I will park my cash in these funds and revisit NSE in 2016/2017.With some counters trading at double digit P/E's, its a no brainer that stocks are risky going forward.

When he says it will be 'interesting'

Interesting is a positive word, so I think he means the markets will be positive.
If it was a doom prediction I think he wouldn't say anything or he wouldnt say interesting.