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We are in a Bear Market: Whats your Strategy?
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the deal
#1 Posted : Monday, March 28, 2011 1:10:17 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
I'm a perennial optimist i always get nauseated when somebody mentions the word "Bear" to me. For starters a Bear is a prolonged declined in stock value, weather i like it or not i have to admit the NSE is on a bear run. Companies have been posting double digit/record profits yet we have not seen a similar response in terms of share price movement.

I attribute the current bear run to the current political impasse, the country is caught in.

So whats my strategy?

http://contrarianinvestingkenya.blogspot.com/
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QW25071985
#2 Posted : Monday, March 28, 2011 1:25:27 PM
Rank: Veteran

Joined: 3/25/2011
Posts: 946
One word for me : DEFENSIVE STOCKS.
That where ur money shld be at .
Using wazua stockprofiler look at all those stocks that did well during the recession and credit crunch.that where your hard money shld be.forget bargain hunting in a bear market coz u dnt know where the stocks will settle @
so if u ask me YES there's money to be made in a bear market only if you buy DEFENSIVE STOCKS.
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Impunity
#3 Posted : Monday, March 28, 2011 1:52:38 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
@QW which are some of these defensive stocks?
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Wendz
#4 Posted : Monday, March 28, 2011 1:56:29 PM
Rank: Elder

Joined: 6/19/2008
Posts: 4,268
QW25071985 wrote:
One word for me : DEFENSIVE STOCKS.
That where ur money shld be at .
Using wazua stockprofiler look at all those stocks that did well during the recession and credit crunch.that where your hard money shld be.forget bargain hunting in a bear market coz u dnt know where the stocks will settle @
so if u ask me YES there's money to be made in a bear market only if you buy DEFENSIVE STOCKS.


But will defensive stocks make you money when the bull shows up? me thinks, look for a share whose fundamentals are good but its at its lowest in price... ... these shares will soar when the bull hits the ground... Personally, i would go for KK and KPLC..

Athi River doesnt look so bad either.... I wonder what is exciting it so much today! Any news?
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Muthawamunene
#5 Posted : Monday, March 28, 2011 2:00:48 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
QW25071985 wrote:
One word for me : DEFENSIVE STOCKS.

Actually, those are two words. but i forgive you

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Cde Monomotapa
#6 Posted : Monday, March 28, 2011 2:21:37 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Muthawamunene wrote:
QW25071985 wrote:
One word for me : DEFENSIVE STOCKS.

Actually, those are two words. but i forgive you


Lolest!!
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2012
#7 Posted : Monday, March 28, 2011 3:34:56 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
My strategy is to hold strong counters that cannot lose more than 15% in the worst bear and can gain more than 30% in a normal bull. I still maintain that what we have is an artificial bull misinformed by politics.

BBI will solve it :)
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QW25071985
#8 Posted : Monday, March 28, 2011 3:41:20 PM
Rank: Veteran

Joined: 3/25/2011
Posts: 946
@ muthawa.... U keep talkin nonsence there when ur portfolio is bleeding like a teenage gal who broke her virginity.
U shld be buying the high yeild defensive stock to ride out these temporary bear.
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  | | Edit by user: Monday, March 28, 2011 3:43 PM | Reason: Not specified
Muthawamunene
#9 Posted : Monday, March 28, 2011 4:26:55 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
and the way shez filling up. Its like a girl at puberty. Dont forget tuko na wewe kwa pride of africa and that green elephant of ours (coop). If yours has changed then you must have taken a loss with you. My exposure to the market is very minimal. So it may be bleeding, but i can sure survive without it. Capital gains is not my concern, future prospects and dividends is all i want.

Relax, budah, dnt be so uptight. take time to laugh once in a while.
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  | | Edit by user: Monday, March 28, 2011 5:17 PM | Reason: Not specified
Genghis Khan
#10 Posted : Monday, March 28, 2011 5:01:25 PM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
Cash

Stay out of sight till the bears are fed... come out and feed on the carcasses...

The tricky part is coming out @ just the right time... too soon you could run into a bear... too late and other scavengers will have had the best pickings!

"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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