Wazua
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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: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. John 5:17 But Jesus replied, “My Father is always working, and so am I.”
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. KQ has a loooooonnnnngggg way to go to resemble anything profitable... possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 14,318 Location: nairobi
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Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. Yes. You are a real prophet for saying KQ will get to 2bob. Everyone here remembers clearly that it did touch 2bob.. We lift you up and wish you continued accurate forecasts COOP, IMH, KEGN, KQ, MTNU
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Rank: Elder Joined: 6/23/2009 Posts: 14,318 Location: nairobi
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maka wrote:Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. KQ has a loooooonnnnngggg way to go to resemble anything profitable... From today Mikosz has authorised vuta pumz for all KQ staff.. Interesting man. Meanwhile if KQ can rally this hard on a known loss position of over 3B for full year, what will happen on that sweet day when it turns to black. In stocks hunting just as in any hunt, you never chase the big and strong, tackle the weak but juicy ones COOP, IMH, KEGN, KQ, MTNU
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Rank: Member Joined: 12/17/2016 Posts: 225
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obiero wrote:maka wrote:Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. KQ has a loooooonnnnngggg way to go to resemble anything profitable... From today Mikosz has authorised vuta pumz for all KQ staff.. Interesting man. Meanwhile if KQ can rally this hard on a known loss position of over 3B for full year, what will happen on that sweet day when it turns to black. In stocks hunting just as in any hunt, you never chase the big and strong, tackle the weak but juicy ones Obiero, what is Vuta pumzi? Reflection Eternal
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Rank: Member Joined: 5/21/2014 Posts: 184
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obiero wrote:maka wrote:Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. KQ has a loooooonnnnngggg way to go to resemble anything profitable... From today Mikosz has authorised vuta pumz for all KQ staff.. Interesting man. Meanwhile if KQ can rally this hard on a known loss position of over 3B for full year, what will happen on that sweet day when it turns to black. In stocks hunting just as in any hunt, you never chase the big and strong, tackle the weak but juicy ones @Obiero... stocks are valued on hopes and results many times one more than the other. KQ has been rising lately based on hopes despite being deeply in loses as the measuring stick is hope, when it turns to profitability, the measuring stick will be results based. In the end, even the most hopeful of stock buyers will need to see strong results at that point to continue supporting the price, otherwise it will adjust downwards. There are too many opportunities all around. Open your eyes and maybe you'll spot one
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Rank: Elder Joined: 12/7/2012 Posts: 11,937
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Flo-ology wrote:obiero wrote:maka wrote:Spikes wrote:obiero wrote: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 We were 30 cents away to sub 3bob. The fact that 3.3kes saw the day of complete bottom out 2bob nearly printed. My predictions were accurate and savvy investors took heed now smiling all the way to the bank. KQ has a loooooonnnnngggg way to go to resemble anything profitable... From today Mikosz has authorised vuta pumz for all KQ staff.. Interesting man. Meanwhile if KQ can rally this hard on a known loss position of over 3B for full year, what will happen on that sweet day when it turns to black. In stocks hunting just as in any hunt, you never chase the big and strong, tackle the weak but juicy ones Obiero, what is Vuta pumzi? NTSA ya workers ...... aka employees blow an alcoblow type of gadget (mostly when they report to work) to measure their level of changaaaaaa. @Maka, pole  In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/23/2009 Posts: 14,318 Location: nairobi
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With the recent rally in financials.. Time is here to get out on short positions.. With the contracting Kenyan economy, you can be sure banks will take the first hit. Only hold such stocks if going long i.e 2 years or more COOP, IMH, KEGN, KQ, MTNU
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Rank: Elder Joined: 9/20/2015 Posts: 2,811 Location: Mombasa
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obiero wrote: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 March,April and May....three months down the line even a revisit of kes 7.7/- has proven futile. How accurate are your predictions ? 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: 14,318 Location: nairobi
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Spikes wrote:obiero wrote: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 March,April and May....three months down the line even a revisit of kes 7.7/- has proven futile. How accurate are your predictions ? Not all predictions come to pass in the allocated time frame, especially when some people with negative energy keep interfering with the rally. KES 10 will print COOP, IMH, KEGN, KQ, MTNU
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
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