wazua Mon, Mar 23, 2026
Welcome Guest Search | Active Topics | Log In

64 Pages«<23456>»
Portfolio Balancing: Avoid Over Exposure To Financial Sector
Options
Previous Topic · Next Topic
Aguytrying
#31 Posted : Monday, November 04, 2013 9:53:24 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
young wrote:
A reminder


thanks. over the last 3 or so months ive noticed only banks and insurance look attractive. a good reminder here.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
Cde Monomotapa
#32 Posted : Monday, November 04, 2013 10:56:16 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
How about a Power, Civil Engineering & Transport Infrastructure-combo as in Trans Century, TCL for diversification?

The transport arm (RVR) looks set to surprise to the upside soon ->Revamped Tororo-Gulu-Pakwach railway line to boost trade with South Sudan http://www.theceomagazin...e-with-south-sudan.html <>

http://citadelcapital.co...-two-decades-of-disuse/

A little glimpse of 'how things could be' at RVR from SA: Transnet steams ahead with 71% jump in profit | Fin24 http://www.fin24.com/Com...-jump-in-profit-20131024
Back to top
  | | Edit by user: Monday, November 04, 2013 10:58 PM | Reason: TCL
Cde Monomotapa
#33 Posted : Tuesday, November 05, 2013 5:58:15 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
[quote=Cde Monomotapa]How about a Power, Civil Engineering & Transport Infrastructure-combo as in Trans Century, TCL for diversification?

The transport arm (RVR) looks set to surprise to the upside soon ->Revamped Tororo-Gulu-Pakwach railway line to boost trade with South Sudan http://www.theceomagazin...e-with-south-sudan.html <>

http://citadelcapital.co...-two-decades-of-disuse/

A little glimpse of 'how things could be' at RVR from SA: Transnet steams ahead with 71% jump in profit | Fin24 http://www.fin24.com/Com...jump-in-profit-20131024[/quote]

Rift Valley Railways (RVR) has purchased 20 locomotives at a cost of Sh357 million under an expansion programme to double its locomotive and wagon fleet by June next year. http://www.capitalfm.co....7mn-for-new-locomotives/
Back to top
  |
PKoli
#34 Posted : Tuesday, November 05, 2013 7:55:50 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
Gordon Gekko wrote:
I have searched high and low for this thread. It is the one that motivated me to clear my financials decks, SCB @ 270, NIC @ 44 - 52, KCB @ 24 over the the period. When I look back, it was an inspired decision.


GG,

I hope where you took the funds has given you better returns than what you would have received from the above banks. Kcb alone has retuned 100%
Back to top
  |
obiero
#35 Posted : Sunday, December 22, 2013 10:27:44 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,221
Location: nairobi
already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100%

KQ ABP 4.26
Back to top
WWW
  |
obiero
#36 Posted : Tuesday, January 07, 2014 8:34:49 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,221
Location: nairobi
another spanner hits the works www.businessdailyafrica....4/-/yqhxj2z/-/index.html

KQ ABP 4.26
Back to top
WWW
  |
guru267
#37 Posted : Tuesday, January 07, 2014 8:49:50 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
obiero wrote:
another spanner hits the works www.businessdailyafrica....4/-/yqhxj2z/-/index.html


I thought this would actually be great for shareholders as their wage bill is controlled...

It may also lead to increased dividends as directors use their shares to pay themselves...
Mark 12:29
Deuteronomy 4:16
Back to top
  |
obiero
#38 Posted : Tuesday, January 07, 2014 9:42:11 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,221
Location: nairobi
guru267 wrote:
obiero wrote:
another spanner hits the works www.businessdailyafrica....4/-/yqhxj2z/-/index.html


I thought this would actually be great for shareholders as their wage bill is controlled...

It may also lead to increased dividends as directors use their shares to pay themselves...

What you are saying is not pure nonsense. However, a greater impact will be felt on the NPLs. The extreme underprovisioning by some of the big five will now have to be revisited with a fine comb

KQ ABP 4.26
Back to top
WWW
  |
young
#39 Posted : Tuesday, January 07, 2014 9:54:25 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
obiero wrote:
guru267 wrote:
obiero wrote:
another spanner hits the works www.businessdailyafrica....4/-/yqhxj2z/-/index.html


I thought this would actually be great for shareholders as their wage bill is controlled...

It may also lead to increased dividends as directors use their shares to pay themselves...

What you are saying is not pure nonsense. However, a greater impact will be felt on the NPLs. The extreme underprovisioning by some of the big five will now have to be revisited with a fine comb


@Chief Obiero, avoid personal attack on
@chief Guru, just pass the message it is up
to wazuans to agree or disagree, expend
your energy on facts
AND
@Chief Guru, avoid personal attack on @chief
Obiero , just pass the massage it is up
to wazuans to agree or disagree, expend your
energy on facts

Let us take a cue from @Hisah the great

The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
Back to top
  |
Cde Monomotapa
#40 Posted : Tuesday, January 07, 2014 9:54:31 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
obiero wrote:
guru267 wrote:
obiero wrote:
another spanner hits the works www.businessdailyafrica....4/-/yqhxj2z/-/index.html


I thought this would actually be great for shareholders as their wage bill is controlled...

It may also lead to increased dividends as directors use their shares to pay themselves...

What you are saying is not pure nonsense. However, a greater impact will be felt on the NPLs. The extreme underprovisioning by some of the big five will now have to be revisited with a fine comb


Please help us understand the linkage btwn regulating executive pay & NPLs. It's been a long day for most of us. Thanks.
Back to top
  |
64 Pages«<23456>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.