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Stock choice Dec 2010-March 2011
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ProverB
#1 Posted : Friday, November 19, 2010 7:35:03 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
http://www.businessdaily...6/-/40ln15/-/index.html

Seems safest choices for stock picks between now and late march next year is limited to Banks,and Kakuzi..

According to CBK, banks have on their 3rd quarter surpassed their 2009 full year PBT by 8.8%!!

Seems ideally a portfolio of Coop, DTK, KCB, HFCK,Stanchart and Equity will do anyone good..let alone Jubilee!!

Add to that Agriculturals..such as Kakuzi..

Its tempting to buy now and go away!

on other unrelated news..the barclays AD targeted to woo young depositers/borrowers is totally pathetic! Haiwesmek! ...aki! HAIWES!!!

KCB,coop and Equity are way to ahead here.
they ought focus on what they'v been doing or go bond-trading! after all..they have the capacity..or better still..shore up on their ka-mortgage products juu enyewe iko down tu sana. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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guru267
#2 Posted : Friday, November 19, 2010 8:32:18 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
If kakuzi grow their EPS by a mere 80% then their EPS will be 31... If they gave a 30% dividend pay out this would give a DPS of 10 and a dividend yield of 12%...

lets wait for march to see what happens because i'm liking how the meteorology sector have got their LANINA THEORY completely wrong Liar
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#3 Posted : Friday, November 19, 2010 8:34:02 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
Don't confuse Bank's performance with Stock performance...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#4 Posted : Friday, November 19, 2010 8:38:48 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
Don't confuse Bank's performance with Stock performance...



@VVS stock performance should eventually follow bank performance and from the stocks mentioned by @proverB its only equity and coop i find expensive
Mark 12:29
Deuteronomy 4:16
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sparkly
#5 Posted : Friday, November 19, 2010 8:41:07 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
For 2011 and beyond i believe investors should look at manufacturing and service sectors. They will benefit from the cheap loans now being given by the banks.
Life is short. Live passionately.
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sparkly
#6 Posted : Friday, November 19, 2010 8:45:44 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
guru267 wrote:
VituVingiSana wrote:
Don't confuse Bank's performance with Stock performance...



@VVS stock performance should eventually follow bank performance and from the stocks mentioned by @proverB its only equity and coop i find expensive

market has already factored in the banks potential. Probably kcb only is not fully priced(i say so at the risk of inviting wrath of dtb lovers)
Life is short. Live passionately.
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qw25041985
#7 Posted : Friday, November 19, 2010 8:47:32 AM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
Its plain simple we are still in an improving economy and banks will rock > As for the manufacturing sector i'd start thinking about them third quater of 2011.
OH ! and yes.I'll be taking some mumias in January.When the profit taking is over.
Your future depends on your dreams so go to sleep !
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Njung'e
#8 Posted : Friday, November 19, 2010 9:05:29 AM
Rank: Elder

Joined: 2/7/2007
Posts: 11,935
Location: Nairobi
ARM
Nothing great was ever achieved without enthusiasm.
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guru267
#9 Posted : Friday, November 19, 2010 9:37:40 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
qw25041985 wrote:
OH ! and yes.I'll be taking some mumias in January.When the profit taking is over.


Ati profit taking???? Liar
Mark 12:29
Deuteronomy 4:16
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sheep
#10 Posted : Friday, November 19, 2010 10:49:02 AM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
Njung'e wrote:
ARM


mhhhhh...I just sold my lot here..hope I wont live to regretd'oh! ...after I saw the commencement of the devki plant with a capacity of 700000ta which will be the 2nd largest after BAMB(1.3mta)... though ARM has doubled capacty to 600000ta I am not convinced of their growth story....cement consumption increased by only 13%.

The cement sector is expanding production in exponential proportions..every company is increasing production to increase its market share....prices will no longer go up coz of over-supply and fierce competition...factor in entry of pokot plant in 2012...

I feel this industry just like telecomms will be a big loss maker in the near future.


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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