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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last @Obiero I like your analysis on financials. You have opened eyes of many Wazuans who think member and roar are the most stable banks. Thumbs up. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Spikes wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last @Obiero I like your analysis on financials. You have opened eyes of many Wazuans who think member and roar are the most stable banks. Thumbs up. Asante. But remember, ROAR has several parastatals and government agencies; so it is a formidable bank. 3rd last to faulter and it has announced publicly that it needs to shore up its capital hence no hidden knives! it requires 10B to remain compliant to CBK. A sum that it will get and surpass by an oversubscription despite what some elderly wazuan suggested..
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich Good you can wait for 2025... possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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maka wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich Good you can wait for 2025... No hurry in Africa.. The pilots are digging their own graves. Shittin where they eat
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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maka wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich Good you can wait for 2025... KQ has not yet bottomed out completely. Now that we are @4 bob, just half way down to the price of my dreams, 2bob. I should start gracing the day I was born before I join @Obiero in the upcoming rocket takeoff to between 10-15 kes per share. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Spikes wrote:maka wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich Good you can wait for 2025... KQ has not yet bottomed out completely. Now that we are @4 bob, just half way down to the price of my dreams, 2bob. I should start gracing the day I was born before I join @Obiero in the upcoming rocket takeoff to between 10-15 kes per share. Even 2bob is too high a price to pay for stock of a company with negative equity and no assurance of recovery in 10 years. Wise investors buy debt, more so convertible debt in such companies. Life is short. Live passionately.
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Rank: Member Joined: 7/21/2014 Posts: 100 Location: Ghana
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@Young of Nigeria prophesy fulfilled.
But after 3 years..............
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Rank: Member Joined: 7/21/2014 Posts: 100 Location: Ghana
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Realcement wrote:@Young of Nigeria prophesy fulfilled.
But after 3 years..............
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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TBT
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Member Joined: 7/21/2014 Posts: 100 Location: Ghana
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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sparkly wrote:Spikes wrote:maka wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:obiero wrote:obiero wrote:already scaling down, come results announcements in 2014, I shall be ought of KENYAN financials 100% Post #35. Sunday Dec 22, 2013 kwa wale wanatumia gazeti kufunga nyama.. in 2012 we discussed how the big five have underprovisioned over KES 20.8B in NPLs.. www.businessdailyafrica....4/-/bhv02oz/-/index.html 1. Then you put the money in KQ; 2. What is the meaning of 100% since your signature says you still have Co-op and HF @sparkly the KCB sale alone delivered over half a million shillings while my KQ portfolio has never averaged that sum of cash.. So it cannot be that I put that cash in KQ. I used bulk of the gains to start my 3rd property development.. As for my signature, my comments were availed in 2013, so I revisited 2 counters which I believe still hold vibrant promise. HF shall be the last bank to collapse since its asset book comprises collateral of grade A quality whose NPL status is below 6% of total loan book.. No other bank comes remotely close.. Cooperative Bank supported by the SACCO movement shall be second last Things that are obvious to the eye do not need explanation BUT I will take your explanations anyway Asante elder There goes HF group. Solid as a rock Agree but wonder why you are stocking KQ and ignoring the pretty lady in the room. The rise on KQ shall be outsized.. When take off come, I will be rich Good you can wait for 2025... KQ has not yet bottomed out completely. Now that we are @4 bob, just half way down to the price of my dreams, 2bob. I should start gracing the day I was born before I join @Obiero in the upcoming rocket takeoff to between 10-15 kes per share. Even 2bob is too high a price to pay for stock of a company with negative equity and no assurance of recovery in 10 years. Wise investors buy debt, more so convertible debt in such companies. The first quarter of 2017 shall belong to KQ.. KES 2 never printed, instead we saw a high of KES 7.70.. By end of March 2017, I forecast KES 10
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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For any serious investor at the NSE with enough time to spare, please go through this thread. In the last election cycle @stocksmaster asked for complete closure of portfolios and some of us went against that tide, with positive results to show.. However, this time around, I will stay on the liquid side of investment for the financial counters, during election period. Cash rules
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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obiero wrote:For any serious investor at the NSE with enough time to spare, please go through this thread. In the last election cycle @stocksmaster asked for complete closure of portfolios and some of us went against that tide, with positive results to show.. However, this time around, I will stay on the liquid side of investment for the financial counters, during election period. Cash rules What inspired you to make such a conclusion?
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Rank: Elder Joined: 12/4/2009 Posts: 10,636 Location: NAIROBI
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obiero wrote:For any serious investor at the NSE with enough time to spare, please go through this thread. In the last election cycle @stocksmaster asked for complete closure of portfolios and some of us went against that tide, with positive results to show.. However, this time around, I will stay on the liquid side of investment for the financial counters, during election period. Cash rules What about KQ Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Ericsson wrote:obiero wrote:For any serious investor at the NSE with enough time to spare, please go through this thread. In the last election cycle @stocksmaster asked for complete closure of portfolios and some of us went against that tide, with positive results to show.. However, this time around, I will stay on the liquid side of investment for the financial counters, during election period. Cash rules What about KQ KQ is being discussed on the appropriate thread, tukutane huko
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
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