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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Spikes
#81 Posted : Friday, May 19, 2017 5:02:56 AM
Rank: Veteran


Joined: 9/20/2015
Posts: 1,806
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.
Unless you dismantle systems of men, you will never succeed!
maka
#82 Posted : Friday, May 19, 2017 6:40:18 AM
Rank: Elder


Joined: 4/22/2010
Posts: 9,714
Location: Nairobi
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
obiero
#83 Posted : Friday, May 19, 2017 6:44:47 AM
Rank: Elder


Joined: 6/23/2009
Posts: 5,881
Location: nairobi
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

HF 5,000; KQ 217,100
obiero
#84 Posted : Friday, May 19, 2017 6:48:09 AM
Rank: Elder


Joined: 6/23/2009
Posts: 5,881
Location: nairobi
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

HF 5,000; KQ 217,100
Flo-ology
#85 Posted : Friday, May 19, 2017 11:17:04 AM
Rank: Member


Joined: 12/17/2016
Posts: 117
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
actuarywahisa
#86 Posted : Friday, May 19, 2017 12:03:33 PM
Rank: Member


Joined: 5/21/2014
Posts: 121
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
Angelica _ann
#87 Posted : Friday, May 19, 2017 12:23:21 PM
Rank: Elder


Joined: 12/7/2012
Posts: 6,718
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 smile smile smile
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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