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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Chief Joined: 1/3/2007 Posts: 18,439 Location: Nairobi
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obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad!  "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Cheers dear friend. I am thinking of selling the MTN holding to add KQ. My KQ play is a long game and you know it. I am aware of the negative equity, I am aware of the loss position over the years, also in the know of recent capacity constraints. I see the negatives in HD, but I am onto something. Watch and learn COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Chief Joined: 1/3/2007 Posts: 18,439 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Cheers dear friend. I am thinking of selling the MTN holding to add KQ. My KQ play is a long game and you know it. I am aware of the negative equity, I am aware of the loss position over the years, also in the know of recent capacity constraints. I see the negatives in HD, but I am onto something. Watch and learn Asiyefunzwa na mamaye, hufunzwa na ulimwengu  PW for KQ. MTN pays nice dividends. Grows profits. Anyway, your money so your call. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Your MTN is a smart move. It will help reduce your hurt from KQ. Stay well, my friend. Cheers dear friend. I am thinking of selling the MTN holding to add KQ. My KQ play is a long game and you know it. I am aware of the negative equity, I am aware of the loss position over the years, also in the know of recent capacity constraints. I see the negatives in HD, but I am onto something. Watch and learn Asiyefunzwa na mamaye, hufunzwa na ulimwengu PW for KQ. MTN pays nice dividends. Grows profits. Anyway, your money so your call. Asante for the words of caution Mzee. Remember, this is my kamikaze trade. If I perish, I perish COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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Let me leave this here https://www.businessdail...-rate-to-11-78pc-5279600 COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,044
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VituVingiSana wrote:obiero wrote:Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! Wacha bond! Hata change yangu siwezi itikia KQ wabaki nayo!!! Ni kufanya vile watu hufanya kwa matatu. Conductor akishuka kutafuta change na ako na pesa yako you make sure you follow his movements with yours eyes throughout. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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I didn't want to say I warned you, but I did warn you COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,044
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obiero wrote:I didn't want to say I warned you, but I did warn you About what exactly @Obiero? What just happened?? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
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MaichBlack wrote:obiero wrote:I didn't want to say I warned you, but I did warn you About what exactly @Obiero? What just happened?? The exchange bar has peeked into Feb 2026 and it has sighted KES 48 per share from recent highs of >70. I speak in code COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
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Rank: Elder Joined: 7/22/2009 Posts: 8,044
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obiero wrote:MaichBlack wrote:obiero wrote:I didn't want to say I warned you, but I did warn you About what exactly @Obiero? What just happened?? The exchange bar has peeked into Feb 2026 and it has sighted KES 48 per share from recent highs of >70. I speak in code For KCB??? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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