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Stocks to watch post Katiba - up to Dec 2010
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PKoli
#1 Posted : Sunday, August 29, 2010 4:23:35 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.

Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010.
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the deal
#2 Posted : Sunday, August 29, 2010 5:46:58 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
KENOLKOBIL...KQ...UNGA...STANDARD GROUP...CAR&GENERAL...DTBK...WTK...KPLC...
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guru267
#3 Posted : Sunday, August 29, 2010 5:51:49 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
The financial and agricultural sector will outperform the rest. The industrial sector will lag...

All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath
Mark 12:29
Deuteronomy 4:16
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youcan'tstopusnow
#4 Posted : Sunday, August 29, 2010 6:15:20 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
The agriculturals
GOD BLESS YOUR LIFE
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sparkly
#5 Posted : Sunday, August 29, 2010 6:49:32 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
PKoli wrote:
I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.

Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010.

@pk hard question. Coz to me "perform well" means a stock with good potential that will become under-valued allowing me to buy. In that case i will be monitoring safcom.
Life is short. Live passionately.
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guru267
#6 Posted : Sunday, August 29, 2010 7:28:45 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
PKoli wrote:
I am sure there is a lot of repositioning by fund managers, high net-worth investors and obviously retailers.

Assuming the weather remains good and we do not have another financial mess like the one we had in 2008, which sectors and stocks are likely to perform well? The time horizon is up Dec 2010.

@pk hard question. Coz to me "perform well" means a stock with good potential that will become under-valued allowing me to buy. In that case i will be monitoring safcom.

@sparkly do you honestly see safcom ending this year of 2010 significantly higher than it is now??
Mark 12:29
Deuteronomy 4:16
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mlennyma
#7 Posted : Sunday, August 29, 2010 8:31:21 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Paul the octopus guessed 8 and got all right,can we findout how we can get paul to help our prediction because the market is not fundamentally driven many times?
"Don't let the fear of losing be greater than the excitement of winning."
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guru267
#8 Posted : Sunday, August 29, 2010 8:35:55 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mlennyma wrote:
Paul the octopus guessed 8 and got all right,can we findout how we can get paul to help our prediction because the market is not fundamentally driven many times?

I'm very fearful of a significant fall in the NSE especially if american markets continue failing us....

There are alot of foreign sell orders coming through for tomorow's trade
Mark 12:29
Deuteronomy 4:16
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qw25041985
#9 Posted : Sunday, August 29, 2010 9:03:08 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
WHO WANTS TO BE A MILLIONARE ??
Here's the quickest route : just be a billionare then take @deals advice .!!
These days deal u are becomin my last resort wen it comes to 'financial advice ' and thats an overstatement .
Your future depends on your dreams so go to sleep !
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hisah
#10 Posted : Sunday, August 29, 2010 11:35:34 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
The financial and agricultural sector will outperform the rest. The industrial sector will lag...

All that said i see the NSE falling hard in coming months if the DOW JONES continues its blood bath


Yap, bullish too on agri commodities. The big money moves since June 2010 on the global agri commodity contracts esp corn and wheat are signals of a major turn. Some global fund in June tried to corner the cocoa market. These are huge bets that cannot be simply ignored. Agri stocks will definitely get a big re-valuation going into 2011 since a currency crisis (most likely 2011 - 2012) should see investors running to these commodities apart from precious metals. But my guilt is failing me when I think of people being unable to afford food with this grizzly speculation.
As for global stocks, apart from the Dow's bloodbath, the Nikkei is now officially a bear market after crashing below 9000pts the other day since the April 26 2010 high (btw most global equity markets topped then). I expect other major global markets to follow suit shortly as they have similar bearish trend patterns. If you can trade these markets, shorting/selling the index is the path of least resistance and outsize gains can be made on the ensuing wild volatile bloodbath. And their anaemic economy rebound is telling the same story.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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