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When is the Next NSE Bus Leaving the Stage
Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Mukiri wrote:
So sell, sell sell?
.... or buy buy buy? Sociopolitical factors are pointing down but economic factors are pointing up. What wins? My 2 cents, takes profit where its deserved, hold what is very valuable and buy in bucketload incase the market plunge. In all, have your ear on the ground and review strategy suitably
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Aguytrying wrote: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%...  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 @aguy as it has been said, mr market is never rational. We gladly take the good deals he throws at us and say thank you  Life is short. Live passionately.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:hisah wrote: Still don't make sense why the clamour to board at these lofty heights - most above 50%... @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!! Madam guru has declared I'm a classic wanjiku. If I were QW wacha tu $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:guru267 wrote:hisah wrote: Still don't make sense why the clamour to board at these lofty heights - most above 50%... @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!! Madam guru has declared I'm a classic wanjiku. If I were QW wacha tu my apologies  but seriously, i don't know why you just don't buy??? We'll talk again at 5,000!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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4500 is the highest we can go in the current bull run before we go back to the 3200-4200 range, in a bull run people always think the bear will not show up next door...infact in 2010 there were threads here saying 5000...5000 but 3072 showed up first!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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We may close 2012 @4,000 but whatever correction comes i still maintain that provided Uhuru does not win and elections go smoothly we will close 2013 @5,500-6,000 on the 20 index! Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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guru267 wrote:We may close 2012 @4,000 but whatever correction comes i still maintain that provided Uhuru does not win and elections go smoothly we will close 2013 @5,500-6,000 on the 20 index! I SECOND
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:hisah wrote:guru267 wrote:hisah wrote: Still don't make sense why the clamour to board at these lofty heights - most above 50%... @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!! Madam guru has declared I'm a classic wanjiku. If I were QW wacha tu my apologies but seriously, i don't know why you just don't buy??? We'll talk again at 5,000!! I got mpesa bank (been a lonely ride with @dunkang & @maka - my largest play btw), kcb, hfck and eabl. Picked up kengen just for div, but will add more exdiv. So far so good. But all speculation plays failed - MSC (sold flat), Coop (sold flat) and KQ (rights issue from hell messed the contra play at 17 - sold at 15).
Roll call Mpesa bank, KCB, EABL, HFCK & Kengen. So mimi siko kwa sidelines, but itching to take soon profits. Elections itching that cash out trigger.
Waiting for 2013 politics wind to ebb then kk & total come into focus. Total has been trashed almost 3yrs - looks like BP stock before the big move...
Outside we've made plenty with Africa oil with @mainat & others.
Forex - Indian rupee & SA rand have offered nice returns.
That's the small summary.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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http://www.nation.co.ke/.../-/736shiz/-/index.html So this explains those EABL huge bids as well as mpesa bank pushing to 5/- levels. Btw if EABL bids continue like this, a Bralirwa trend is on the cards. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:Btw if EABL bids continue like this, a Bralirwa trend is on the cards. Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market?? Mark 12:29
Deuteronomy 4:16
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