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Industrial Stocks to drive the NSE to 5000 points
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the deal
#1 Posted : Tuesday, August 10, 2010 12:54:42 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID
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PKoli
#2 Posted : Tuesday, August 10, 2010 12:58:05 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
the deal wrote:
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID


I think there will be little growth of industrials. Very few will show double digit growth, except some correction from previous bad performance. I expect stellar performance next year driven by good weather this year, stable political situation and good economic outlook
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qw25041985
#3 Posted : Tuesday, August 10, 2010 1:36:30 PM
Rank: User

Joined: 5/9/2010
Posts: 1,418
Location: Nai
Athi River Mining will kick arse.
Your future depends on your dreams so go to sleep !
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youcan'tstopusnow
#4 Posted : Tuesday, August 10, 2010 1:53:56 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Mumias is the one to watch. qw, ati unangoja for some Mumias at 12.50 to 13 bob? UNLIKELY. That will be a 15 percent drop from the 15 it touched last week. There is going to be huge demand at below 14 bob. Also in the financials, I back NIC.
GOD BLESS YOUR LIFE
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kenstat
#5 Posted : Wednesday, August 11, 2010 2:59:31 AM
Rank: New-farer

Joined: 12/31/2009
Posts: 43
Location: Tundra
youcan'tstopusnow wrote:
Mumias is the one to watch. qw, ati unangoja for some Mumias at 12.50 to 13 bob? UNLIKELY. That will be a 15 percent drop from the 15 it touched last week. There is going to be huge demand at below 14 bob. Also in the financials, I back NIC.


Why mumias? what will drive them up? Based on perfomance ama speculation? Just curious.
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hisah
#6 Posted : Wednesday, August 11, 2010 8:13:48 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
EABL - forward pricing serengeti brewery acquisition and 'maboys' (both locals & foreigners) like big dividend cheques.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Horton
#7 Posted : Wednesday, August 11, 2010 8:26:29 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
hisah wrote:
EABL - forward pricing serengeti brewery acquisition and 'maboys' (both locals & foreigners) like big dividend cheques.



20pe too expensive...cheaper options available. Also that research note by cfc on "forward pe" of 15.4. Jes curious, how did they come up with this considering that;
A. Taxation on booze has risen significantly over the last year
B. Unfavourable legislation
C. Profit growth inconsistency.
D. Growing keroche threat. For city dwellers it may sound like a non-starter, but for folks in gichagi, summit inatumika.
E. It is safe to say alvaro is a flop.
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Horton
#8 Posted : Wednesday, August 11, 2010 8:30:44 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
the deal wrote:
Industrial stocks start releasing the results this month and next month...i think they will take over the button from the banks....
Watch out for...
KPLC
KENGEN
EABL
UNGA
MSC
CARBACID


Deal. Dunno about the rest but carbacid should do well, thanks to their usual growth (50% or thereabouts). Add to that the impact of the world cup where boatloads of carbonated drinks were consumed at the time and their pe should drop to sub 15 levels after they announce their results if their HY is anything to go by. Just sad(or is it?!?!) that supply of shares in this counter is far and few between.

Just one man's opinion.
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sheep
#9 Posted : Wednesday, August 11, 2010 11:38:51 AM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
I was looking at P/Es of stocks in 2006 and now and the story is unmistakable...P/Es have about halved since...very few stocks are above their 2006 highs....earnings are struggling to catch up with valuations and considering the first two years of a bull are the most profitable...we can say 5000pts is just about the bus stop...go 50% or more liquid as most stocks will be overpriced at these levels...and wait for a pull back or earnings to play catch up which will be a real test of patience....I was just looking at the index chart and I cant help but feel for dudes who held stocks from 1994-2002,8yrs of massive wealth erosion..yet they were proved wise in 2006 and fools again in 2008...surely these fluctuations should prove a goldmine for cost averagers and skilled chartists.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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cnn
#10 Posted : Wednesday, August 11, 2010 11:46:23 AM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@sheep,you can provide a link to the 06 valuations.?
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