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How to tell NSE has bottomed out
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youcan'tstopusnow
#981 Posted : Monday, October 17, 2011 10:51:14 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
CfC Stanbic hires former Wall Street executive in hunt for deals. I wonder how much they are paying him...
http://www.businessdaily...4/-/48c59fz/-/index.html
GOD BLESS YOUR LIFE
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Cde Monomotapa
#982 Posted : Monday, October 17, 2011 11:03:55 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
[quote=youcan'tstopusnow]CfC Stanbic hires former Wall Street executive in hunt for deals. I wonder how much they are paying him...
http://www.businessdaily.../-/48c59fz/-/index.html[/quote]
Laughing out loudly Laughing out loudly kweli Africa is the emerging destination and source of global business and employment. SSA...where the Super Boom & Super Bust will occur off a stiff cocktail of African, Western & Eastern capital smile
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stocksmaster
#983 Posted : Monday, October 17, 2011 11:08:58 PM
Rank: Member

Joined: 9/26/2006
Posts: 463
Location: CENTRAL PROVINCE
guru267 wrote:
sparkly wrote:
Agriculturals - I wouldn't buy. Everyone is buying, returns going fwd will be minimal esp if dollar falls.


@sparkly last years earnings for tea companies were based on lower tea prices and a USD/Kshs of 85... In this current scenario I do not see the rate going anywhere near that level any time soon...

and as for tea prices they will not stop rising for the forseeable future.. So profits for these babies are going to be insane..

The old perception of some of these agricultural companies should be withdrawn as I believe they have learnt from past mistakes.. eg now they are using dams, and. they got HUGE cash reserves..

I project a full year EPS of 120 on williamson tea and im still observing the others...


I share a similar view.....this year (and i believe next year), tea companies will return super normal profits. Taking into consideration the huge cash reserves some are sitting on, i expect the dividend yield to be in excess of 10% for the likes of Williamson Tea based on the current prices.

Happy hunting.
x handle: @stocksmaster79
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hisah
#984 Posted : Tuesday, October 18, 2011 7:09:02 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Apart from agri stocks, coop bank has been ranging at 13.80 - 14.50 for 3 mths. Silent accumulation. Same to mpesa btwn 2.80 - 3.10.
KPLC - Something interesting when at sub 17, volume pops up again. Testing for supply for a 2nd time at the current levels.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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FUNKY
#985 Posted : Tuesday, October 18, 2011 8:44:21 AM
Rank: Veteran

Joined: 4/30/2010
Posts: 1,635
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the deal
#986 Posted : Tuesday, October 18, 2011 9:00:36 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Some of us never buy the hype...i go for value...there are many hidden gems at the NSE at the moment!
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cnn
#987 Posted : Tuesday, October 18, 2011 9:28:18 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
FUNKY wrote:
http://www.businessdailyafrica.com/Weakening+shilling+lifts+agricultural+stocks+/-/539552/1256688/-/of3alw/-/index.html

I have to agree with guy from Apex IB who was on KTN news last night pushing for the Agricultural companies to re-value their land holdings which they have held at historical cost despite the sharp rise in land prices.He also had the case for more of the tightly held holdings by foreign anchor shareholders to be sold to locals as a return to the country where they are making their billions and a share split to ease trading of the same.
Required also is shareholder activism to push for higher dividend pay outs as happens in the west.
Agriculturals at this point hold great value,and i will gladly add to my WTK holdings.
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Aguytrying
#988 Posted : Tuesday, October 18, 2011 9:32:19 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
cnn wrote:
FUNKY wrote:
http://www.businessdailyafrica.com/Weakening+shilling+lifts+agricultural+stocks+/-/539552/1256688/-/of3alw/-/index.html

I have to agree with guy from Apex IB who was on KTN news last night pushing for the Agricultural companies to re-value their land holdings which they have held at historical cost despite the sharp rise in land prices.He also had the case for more of the tightly held holdings by foreign anchor shareholders to be sold to locals as a return to the country where they are making their billions and a share split to ease trading of the same.
Required also is shareholder activism to push for higher dividend pay outs as happens in the west.
Agriculturals at this point hold great value,and i will gladly add to my WTK holdings.


With time. I've come to recognize your picks are good.
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#989 Posted : Wednesday, October 19, 2011 5:25:47 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
The volume today on MPESA looks like a shakedown... Supply test is coming. By month end we'll see if the 2.90 guard-rail lets go...

AK - still trying to find landing group. Same as KCB, NBK, KQ and Total - capitulation has squeezed hard on these stocks.

CFCI - Will soon break below 8.80 then back to 6/-

SCBK - Mr Market wants to test the rights price.

Eqty - The bounce continues, but 20 still remain a tough barrier.

Scangroup too looks set to print new 2011 lows heading towards 30.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Wednesday, October 19, 2011 5:32 PM | Reason: Not specified
trizher
#990 Posted : Wednesday, October 19, 2011 5:34:03 PM
Rank: New-farer

Joined: 5/23/2010
Posts: 95
Location: Tikrit - IRAQ
smile
...We do it for the $$$$!!
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  | | Edit by user: Wednesday, October 19, 2011 5:48 PM | Reason: Not specified
569 Pages«<979899100101>»
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