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Industrial Stocks to drive the NSE to 5000 points
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the deal
#1 Posted : Tuesday, August 10, 2010 12:54:42 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID
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PKoli
#2 Posted : Tuesday, August 10, 2010 12:58:05 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
the deal wrote:
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID


I think there will be little growth of industrials. Very few will show double digit growth, except some correction from previous bad performance. I expect stellar performance next year driven by good weather this year, stable political situation and good economic outlook
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qw25041985
#3 Posted : Tuesday, August 10, 2010 1:36:30 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Athi River Mining will kick arse.
Your future depends on your dreams so go to sleep !
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youcan'tstopusnow
#4 Posted : Tuesday, August 10, 2010 1:53:56 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Mumias is the one to watch. qw, ati unangoja for some Mumias at 12.50 to 13 bob? UNLIKELY. That will be a 15 percent drop from the 15 it touched last week. There is going to be huge demand at below 14 bob. Also in the financials, I back NIC.
GOD BLESS YOUR LIFE
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kenstat
#5 Posted : Wednesday, August 11, 2010 2:59:31 AM
Rank: New-farer


Joined: 12/31/2009
Posts: 43
Location: Tundra
youcan'tstopusnow wrote:
Mumias is the one to watch. qw, ati unangoja for some Mumias at 12.50 to 13 bob? UNLIKELY. That will be a 15 percent drop from the 15 it touched last week. There is going to be huge demand at below 14 bob. Also in the financials, I back NIC.


Why mumias? what will drive them up? Based on perfomance ama speculation? Just curious.
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hisah
#6 Posted : Wednesday, August 11, 2010 8:13:48 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
EABL - forward pricing serengeti brewery acquisition and 'maboys' (both locals & foreigners) like big dividend cheques.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Horton
#7 Posted : Wednesday, August 11, 2010 8:26:29 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hisah wrote:
EABL - forward pricing serengeti brewery acquisition and 'maboys' (both locals & foreigners) like big dividend cheques.



20pe too expensive...cheaper options available. Also that research note by cfc on "forward pe" of 15.4. Jes curious, how did they come up with this considering that;
A. Taxation on booze has risen significantly over the last year
B. Unfavourable legislation
C. Profit growth inconsistency.
D. Growing keroche threat. For city dwellers it may sound like a non-starter, but for folks in gichagi, summit inatumika.
E. It is safe to say alvaro is a flop.
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Horton
#8 Posted : Wednesday, August 11, 2010 8:30:44 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
the deal wrote:
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID


Deal. Dunno about the rest but carbacid should do well, thanks to their usual growth (50% or thereabouts). Add to that the impact of the world cup where boatloads of carbonated drinks were consumed at the time and their pe should drop to sub 15 levels after they announce their results if their HY is anything to go by. Just sad(or is it?!?!) that supply of shares in this counter is far and few between.

Just one man's opinion.
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sheep
#9 Posted : Wednesday, August 11, 2010 11:38:51 AM
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Joined: 7/24/2008
Posts: 781
I was looking at P/Es of stocks in 2006 and now and the story is unmistakable...P/Es have about halved since...very few stocks are above their 2006 highs....earnings are struggling to catch up with valuations and considering the first two years of a bull are the most profitable...we can say 5000pts is just about the bus stop...go 50% or more liquid as most stocks will be overpriced at these levels...and wait for a pull back or earnings to play catch up which will be a real test of patience....I was just looking at the index chart and I cant help but feel for dudes who held stocks from 1994-2002,8yrs of massive wealth erosion..yet they were proved wise in 2006 and fools again in 2008...surely these fluctuations should prove a goldmine for cost averagers and skilled chartists.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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cnn
#10 Posted : Wednesday, August 11, 2010 11:46:23 AM
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Joined: 6/17/2009
Posts: 1,621
@sheep,you can provide a link to the 06 valuations.?
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Njung'e
#11 Posted : Wednesday, August 11, 2010 12:07:41 PM
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Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
@Sheep,
Can't help but agree in total.
Nothing great was ever achieved without enthusiasm.
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the deal
#12 Posted : Wednesday, August 11, 2010 6:19:37 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
It's the optism that will follow this results that will act as a catalyst in this stocks...the turnaround plus a touch.of yeaah we think we can do better nxt year that will spark rallies....
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youcan'tstopusnow
#13 Posted : Tuesday, August 24, 2010 11:29:23 PM
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Joined: 3/24/2010
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Location: Black Africa
Industrial Sector grows www.businessdailyafrica....6/-/ppthtsz/-/index.html
GOD BLESS YOUR LIFE
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the deal
#14 Posted : Wednesday, August 25, 2010 12:58:15 AM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@you watch as from next week when the results start coming in...we in for a ride...but the Wazua rumour mills say EABL is the 1st out of blocks...
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guru267
#15 Posted : Wednesday, August 25, 2010 1:10:35 AM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
@you watch as from next week when the results start coming in...we in for a ride...but the Wazua rumour mills say EABL is the 1st out of blocks...

EABL isn't going to impress.
Mark 12:29
Deuteronomy 4:16
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qw25041985
#16 Posted : Wednesday, August 25, 2010 1:55:20 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Hav u seen the way mumias was given props in the article
and some fellow calld @ njuge . Thinks sugar is a sell ! Damn if i had such a mentality i'd shot myself then regret latter. Mumias current situation is simple there's no buyin power coz all molah has gone 2 this bond issue.the same applies to nse in general.
@njunge. This time round u are dead wrong !!!!
Your future depends on your dreams so go to sleep !
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the deal
#17 Posted : Wednesday, August 25, 2010 5:13:31 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Guys MSC is fully priced...Mumias is a long long term buy...
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sheep
#18 Posted : Wednesday, August 25, 2010 6:13:43 PM
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Joined: 7/24/2008
Posts: 781
Dow below 10000pts again! still way overvalued at a p/e of 20...needs to come to around 7-12 for there to be any hope
http://www.zealllc.com/2001/faredjia.htm
http://www.zealllc.com/2007/longwave3.htm

http://en.wikipedia.org/wiki/P/E_ratio

The next 7-10 years will not be fattening to the wallets
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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youcan'tstopusnow
#19 Posted : Monday, August 30, 2010 7:19:15 PM
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Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
The index has taken a beating the past couple of sessions. Getting to 5000 by end of this year is starting to look like a far fetched idea
GOD BLESS YOUR LIFE
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Wa_ithaka
#20 Posted : Monday, August 30, 2010 7:34:58 PM
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Joined: 1/7/2010
Posts: 1,279
Location: nbi
Youcan't-I think we all discounted the effect of the US going belly up.
The Governor of Nyeri - 2017
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