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When is the Next NSE Bus Leaving the Stage
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S.Mutaga III
#391 Posted : Tuesday, November 20, 2012 10:42:23 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
With the rainfall experienced this year,and the weakening of the shilling to major world currencies and an election around the corner ,I may consider taking positions on agribusiness counters upon analysis and due deligence...the odds are in their favour.
A successful man is not he who gets the best, it is he who makes the best from what he gets.
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sparkly
#392 Posted : Tuesday, November 20, 2012 11:30:02 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
S.Mutaga III wrote:
With the rainfall experienced this year,and the weakening of the shilling to major world currencies and an election around the corner ,I may consider taking positions on agribusiness counters upon analysis and due deligence...the odds are in their favour.

Might be tempted to follow suit. Tell us more on how those factors will impact on the top/bottom lines of the agrics.
Life is short. Live passionately.
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hisah
#393 Posted : Wednesday, November 21, 2012 4:40:24 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Heavy turnover today on EQTY, KCB and EABL - All above 100M. Mpesa bank has also seen a lot of turnover since last week.

Hii pesa inatoka wapi...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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holycow
#394 Posted : Wednesday, November 21, 2012 5:54:36 PM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
hisah wrote:
Heavy turnover today on EQTY, KCB and EABL - All above 100M. Mpesa bank has also seen a lot of turnover since last week.

Hii pesa inatoka wapi...


Let me make a guess. Matured T-bills/bonds that have not been rolled back due to low rates hence Stocks forming the alternative.
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hisah
#395 Posted : Wednesday, November 21, 2012 6:19:04 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
holycow wrote:
hisah wrote:
Heavy turnover today on EQTY, KCB and EABL - All above 100M. Mpesa bank has also seen a lot of turnover since last week.

Hii pesa inatoka wapi...


Let me make a guess. Matured T-bills/bonds that have not been rolled back due to low rates hence Stocks forming the alternative.

Those are heavy maturities, but smart money never chase buses since they form the buses... Still don't make sense why the clamour to board at these lofty heights - most above 50%... d'oh!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#396 Posted : Wednesday, November 21, 2012 6:34:19 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
holycow wrote:
hisah wrote:
Heavy turnover today on EQTY, KCB and EABL - All above 100M. Mpesa bank has also seen a lot of turnover since last week.

Hii pesa inatoka wapi...


Let me make a guess. Matured T-bills/bonds that have not been rolled back due to low rates hence Stocks forming the alternative.

Those are heavy maturities, but smart money never chase buses since they form the buses... Still don't make sense why the clamour to board at these lofty heights - most above 50%... d'oh!


I think people will be left holding temporary " monkeys" before election. this market cant go on like this through elections. im even surprised it has got to where it has
The investor's chief problem - and even his worst enemy - is likely to be himself
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Mukiri
#397 Posted : Wednesday, November 21, 2012 6:54:55 PM
Rank: Elder

Joined: 7/11/2012
Posts: 5,222
Why the silence on SMEP DTM? Is there a thread?

Proverbs 19:21
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jerry
#398 Posted : Wednesday, November 21, 2012 7:54:55 PM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
Mukiri wrote:
Why the silence on SMEP DTM? Is there a thread?

We shall talk about it five years from now! However I have applied for some expecting a split like happened with Coop or CIC.
The opposite of courage is not cowardice, it's conformity.
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hisah
#399 Posted : Wednesday, November 21, 2012 8:00:51 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Mukiri wrote:
Why the silence on SMEP DTM? Is there a thread?

The thread - www.wazua.co.ke/forum.aspx?g=posts&t=21357
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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guru267
#400 Posted : Wednesday, November 21, 2012 9:57:22 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
Still don't make sense why the clamour to board at these lofty heights - most above 50%... d'oh!


@hisah unfortunately its investors like you that get into markets at peaks after reassurance of economic recovery... all the way from 3,000 on the NSE 20 you have been on the sidelines!! When will you finally get in?? 5,000?? 7,000?? 9,000?? 15,000??

We as skilled investors must know that on our NSE:

1. Plenty of stocks have 6%+ dividend yields!!
2. Plenty of stocks are trading close to their book values!!
3. Plenty of stocks have single digit P/Es

According to prolific investors like buffet this is a time to buy buy buy buy buy buy buy no matter the circumstances!!

Mark 12:29
Deuteronomy 4:16
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  | | Edit by user: Wednesday, November 21, 2012 10:05 PM | Reason: Not specified
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