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The long bear
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Muthawamunene
#131 Posted : Tuesday, August 09, 2011 2:50:38 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
jus saw a mordern day beatittude- blessed is he who sold, for he shall not unherit the kingdom of bears.
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Cde Monomotapa
#132 Posted : Tuesday, August 09, 2011 2:57:33 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
guru267 wrote:
Cde Monomotapa wrote:
Infact! The happenings on the NSE go to confirm why we need to dilute the dominance of the Beberu in our affairs. With more empowerd, both economically and mentally, Kenyans/Africans we'd have the strength and courage to hold up our OWN markets...but look..we r at the mercy of Beberus scampering from the NSE due to problems in their home countries, NOT HERE!!


you can say that again!! we're growing our economies but the markets still tumble.. Just look at china's market.. CHAOS!!

Manze! The disconnect btwn above par corporate earnings and outlooks from management to what the NSE is showing us is dumbfounding. Anyhu..getting to buy the mis-match. What we r truly suffering from is nothing new..cyclical drought thus inflation OTW this economy is more than functional.
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  | | Edit by user: Tuesday, August 09, 2011 2:59 PM | Reason: Not specified
guru267
#133 Posted : Tuesday, August 09, 2011 3:02:26 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Cde Monomotapa wrote:
guru267 wrote:
Cde Monomotapa wrote:
Infact! The happenings on the NSE go to confirm why we need to dilute the dominance of the Beberu in our affairs. With more empowerd, both economically and mentally, Kenyans/Africans we'd have the strength and courage to hold up our OWN markets...but look..we r at the mercy of Beberus scampering from the NSE due to problems in their home countries, NOT HERE!!


you can say that again!! we're growing our economies but the markets still tumble.. Just look at china's market.. CHAOS!!

Manze! The disconnect btwn above par corporate earnings and outlooks from management to what the NSE is showing us is dumbfounding. Anyhu..getting to buy the mis-match. What we r truly suffering from is nothing new..cyclical drought thus inflation OTW this economy is more than functional.


The infrastructure boom in kenya can replace the consumer for now in growing corporate earnings and the economy.. Im waiting for ideal prices probably tomorrow or thursday then we ride up...
Mark 12:29
Deuteronomy 4:16
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hisah
#134 Posted : Tuesday, August 09, 2011 3:19:36 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
guru267 wrote:
Cde Monomotapa wrote:
Infact! The happenings on the NSE go to confirm why we need to dilute the dominance of the Beberu in our affairs. With more empowerd, both economically and mentally, Kenyans/Africans we'd have the strength and courage to hold up our OWN markets...but look..we r at the mercy of Beberus scampering from the NSE due to problems in their home countries, NOT HERE!!


you can say that again!! we're growing our economies but the markets still tumble.. Just look at china's market.. CHAOS!!

Manze! The disconnect btwn above par corporate earnings and outlooks from management to what the NSE is showing us is dumbfounding. Anyhu..getting to buy the mis-match. What we r truly suffering from is nothing new..cyclical drought thus inflation OTW this economy is more than functional.

That disconnect is called a fat tail. The recovery after the panic is usually fast and furious. This is a life time opportunity esp if the NSE tanks sub 3000.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#135 Posted : Tuesday, August 09, 2011 3:20:48 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
@guru u very right...infrastructure has such a long value chain...the difference btwn Subsaharan Africa and the West is that SSA is addressing mass infrastructure, amenities & services deficiencies. The West has 95% roads to everywhere, elec to all, water, communication e.t.c. Yet u'd think it basic reasoning as to where growth and returns are...the NSE and some of its players can't see it. Anyhu' that's how longs make tons of money/wealth. Buy unfounded fears...
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hisah
#136 Posted : Tuesday, August 09, 2011 3:21:07 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Muthawamunene wrote:
youcan'tstopusnow wrote:
NSE must be down at least 100 pooints today. I will tell my kids of this day siku moja. It will be remembered as "Massacre Tuesday"

mjamaa, leo ni tuesday. but ur excused. ata mimi i'd be confusing days after what am seeing.

In 1929 on a Tuesday in October...

http://danielamedina-dep...rash-black-tuesday.html

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Genghis Khan
#137 Posted : Monday, August 15, 2011 10:52:35 AM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
Genghis Khan wrote:
...bears make money...

I am not planning on selling anything else this year...

I hate that USD is @90, oil, infaltion, rain, etc. ... but generally the fundamentals don't look as grim, I expect most companies to still grow profits... no?

I will buy in small bits all the way to the floor (if thats where we are going)... na ikipanda bado tunanunua kidogokidogo... bei ya mkate ikishuka, furahia unless you are a baker!

@deal... "KCB has underperformed market for 4yrs"... allow me to assume that since the price has not risen dramatically, then it is cheap. And i should buy?? (since it has remained profitable and will be more so)

I also think that any cash I hold will do much worse than stocks so I buy...

I'd decided sometime last week to slow down the shopping spree or even stop, my broker resisted and asked me to go see her.

This morning I had a 30min chat with her and she didn't have a clear plan for me.

I killed the standing orders and I'm concetrating on clearing my business overdrafts...

I'll even open a fixed deposit account if the tide still hasn't turned in a few months...

In the meantine, I watch & wait... it will turn eventually. And I will be waiting with CASH.

Had thought I would buy all the way to the floor... but the bottom may not be nigh!

I've changed tact... only a fool doesn't change his mind.

I'm still bullish on KCB, small orders spread all over...
"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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  | | Edit by user: Monday, August 15, 2011 10:56 AM | Reason: Not specified
Mainat
#138 Posted : Monday, August 29, 2011 10:06:23 PM
Rank: Veteran

Joined: 11/21/2006
Posts: 1,590
Market will reverse upwards at around 2600
Sehemu ndio nyumba
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youcan'tstopusnow
#139 Posted : Monday, August 29, 2011 10:32:39 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
I have to hand it to you Mainat. You saw the 'long bear' coming from afar
GOD BLESS YOUR LIFE
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hisah
#140 Posted : Monday, August 29, 2011 10:36:58 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
youcan'tstopusnow wrote:
I have to hand it to you Mainat. You saw the 'long bear' coming from afar

Now you understand volumes don't lie.

That KK stock- Kichinjio itafika wapende wasipende...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Monday, August 29, 2011 10:38 PM | Reason: Not specified
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