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Best Stock bet for 2012
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Gatheuzi
#21 Posted : Wednesday, January 04, 2012 6:38:43 PM
Rank: Veteran

Joined: 8/16/2009
Posts: 994
2012 wrote:
youcan'tstopusnow wrote:
2012 wrote:
youcan'tstopusnow wrote:
But as I said before, I fear for the much smaller banks.


I fear most for HFCK.

What are the mortgage rates saa hii? Is anyone mad enough to take one right now?Sad


23%

If you're expected to pay kindo 100k per month for 20yrs for a house worth 5m and fetching rent of 20k (expected to go lower soon), how will you survive?


In my own assessment the interests will come down mid in the year. But in the mean-time activity in the mortgage market and property market in general will cool off. Thanks to demolitions and general land mess, we are likely to finally see low property values.
Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Gatheuzi
#22 Posted : Wednesday, January 04, 2012 6:42:15 PM
Rank: Veteran

Joined: 8/16/2009
Posts: 994
youcan'tstopusnow wrote:
Here by the way is what the C.E.O of Rich Management, Aly Khan Satchu had to say on the NSE in 2012:

"The equity markets have a lot of bad news baked into them, and little of the good. So I expect a rally of about 30-35 per cent from here before the end of 2012."


Satchu must be one hell of an optimistic guy. High interest rates will favour the bond market. If the rates come down later in the year, the effects of general elections and Hague might neutralize much of the upside potential.

All the same there will be money to be made mostly due to volatility.
Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Cde Monomotapa
#23 Posted : Wednesday, January 04, 2012 8:40:11 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
guru me wrote:
KK* sounds very interesting to me. Regional diversification. Good market position. Great history of dividend payouts.

*Cue Cde to insert KCB in place of KKsmile


Laughing out loudly Fortunately, I like finishing what I started save for 'force majeure'. I added some KK today smile
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the deal
#24 Posted : Wednesday, January 04, 2012 10:41:42 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
My top 6 bets for 2012 are C&G, HFCK, KK, CFCSTANBIC, MSC and City read more on http://contrarianinvestingkenya.info as to why I'm bullish on the above.
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Cde Monomotapa
#25 Posted : Thursday, January 05, 2012 12:02:45 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
C&G? Explain.
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the deal
#26 Posted : Thursday, January 05, 2012 1:04:05 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Cde Monomotapa wrote:
C&G? Explain.


Car and General- the company sells affordable products and has a regional presence. Net profits declined sharply at Half Year due to cost push inflation as a result of the Weak Shilling, an event which saw them increase their selling prices marginally. Turnover surged by 20% as market share improved in core product lines. They also recently sold their Indian business unit which had a book value of Sh20 Million. The stock trades on a forward PE of 5.2

Link http://www.contrarianinv...-at-the-nse-in-2012.html
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mwekez@ji
#27 Posted : Thursday, January 05, 2012 9:01:23 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
youcan'tstopusnow wrote:
mwekez@ji wrote:
will it really rally anytime soon.
Just thinking aloud

No one knows really. BUT, I think it really boils down to if you think KK has 'value' at current prices. If you think so, you keep buying. If not you sell. 2 things though:

1. "In the short term, the stock market behaves like a voting machine, but in the long term it acts like a weighing machine"

2. "It isn't as important to buy as cheap as possible as it is to buy at the right time"

Which school of thought do you belong to? 1 or 2? I belong to 1.5smile



smile We are in the same school of thought here
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mwekez@ji
#28 Posted : Thursday, January 05, 2012 9:03:24 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
GenghisCapitalLtd wrote:
HFCK


Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in
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GenghisCapitalLtd
#29 Posted : Thursday, January 05, 2012 9:37:07 AM

Rank: Bona-fide

Joined: 11/2/2011
Posts: 191
Location: Nairobi
mwekez@ji wrote:
GenghisCapitalLtd wrote:
HFCK


Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in

I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion.
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youcan'tstopusnow
#30 Posted : Thursday, January 05, 2012 10:20:54 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
GenghisCapitalLtd wrote:
mwekez@ji wrote:
GenghisCapitalLtd wrote:
HFCK


Sometimes back HFCK and Equity Bank share price were tied to the hip. Today, it looks like the bear has dined on HFCK than EB. If the bear persist, and foreigner keep fleeing, EB will give in

I completely agree with your statement. Foreigners backed off yesterday but with the MPC meeting next week it will determine the direction of the market. I would accumulate HFCK rather than Equity, that's my personal opinion.

Reason being?
GOD BLESS YOUR LIFE
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