i'm doing the same.. only that i still fancy finance stocks to buy begining early may..spread buying
only banks worth holding onto are those with corporate action attached to them..if any between coop/equity and DTK.. otherwise..finance stocks slump between March to late august annually since 2001..unless a bonus/split/rights action is attached..
proved and back tested... u can use the wazua stock profiler to confirm
consider

ARM? What’s with the high P/E ? Growth?? With the construction boom we keep reading about, I wonder why cement producers should be struggling.

My staple has been oil, beer and sugar.

Sin Industry: Cigarrettes seem to be doing better than beer despite similar attempts at regulation (at least the smokers weren’t put on a smoking timetable as someone put it). Preferred beer though – maybe because I contribute directly to the bottom line + the faith in the regional market. Got a bit alarmed though when I heard one of their guys suggesting they would consider getting into the chang’aa market (kwani they don’t have faith in the ability of their current product mix to deliver?)

Sugar is touch and go but on MSC I’m 100% emotional (not smart) – been in since the beginning. Got out just once. Will keep buying – MSC hasn’t seen its 9th life yet.
Energy: watching KPLC. I’m a sucker for dividends (I know, I know go for growth) so I prefer oil – but even Total which had a stable dividend policy for a lo-ong time changed tack last year.

Waiting for the verdict on oil this year.

Am also thinking on the same wave-length.

... its quite bullish this week

SGL doesn't disappoint...watch this space.