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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Cde Monomotapa
#41 Posted : Tuesday, January 07, 2014 9:57:10 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
obiero wrote:
guru267 wrote:
obiero wrote:


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.


OK. Got it. A shift from Quantity to Quality of business. Right.
obiero
#42 Posted : Tuesday, January 07, 2014 11:07:28 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
Cde Monomotapa wrote:
Cde Monomotapa wrote:
obiero wrote:
guru267 wrote:
obiero wrote:


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.


OK. Got it. A shift from Quantity to Quality of business. Right.

Exactly. A good number of salesrep can bring in scammers just to hit the tight targets. Average turnover of that cadre is a shocking 4months
@young wachana na guru na mimi :)
COOP, IMH, KEGN, KQ, MTNU
obiero
#43 Posted : Tuesday, January 14, 2014 7:44:45 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
writing on the wall www.standardmedia.co.ke/...-cost-of-credit?pageNo=2
COOP, IMH, KEGN, KQ, MTNU
guru267
#44 Posted : Tuesday, January 14, 2014 8:23:10 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Looks like someone is having sleepless nights trying to justify dumping banks for KQ Laughing out loudly
Mark 12:29
Deuteronomy 4:16
Aguytrying
#45 Posted : Tuesday, January 14, 2014 9:56:52 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
Looks like someone is having sleepless nights trying to justify dumping banks for KQ Laughing out loudly


lol at sleepless nights. especially now that the bird has refused to go above 14.00 feet.
The investor's chief problem - and even his worst enemy - is likely to be himself
obiero
#46 Posted : Sunday, January 19, 2014 11:09:11 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
Aguytrying wrote:
guru267 wrote:
Looks like someone is having sleepless nights trying to justify dumping banks for KQ Laughing out loudly


lol at sleepless nights. especially now that the bird has refused to go above 14.00 feet.

investment is an art and everyones path to success is personal.. my strategy may irk some but it is my strategy :)
COOP, IMH, KEGN, KQ, MTNU
poundfoolish
#47 Posted : Sunday, January 19, 2014 12:44:59 PM
Rank: Elder

Joined: 12/2/2009
Posts: 2,458
Location: Nairobi
Why are people doubting KQ ?
obiero
#48 Posted : Sunday, January 19, 2014 1:40:26 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
poundfoolish wrote:
Why are people doubting KQ ?

dear @poundfoolish.. its called pickin the bottom. Most people only get excited when they see the eventual rally. When its at kes 19, people will rush in! Kenyans dont buy when bargain opportunity is lookin at them in the eye, while most foreigners do!
COOP, IMH, KEGN, KQ, MTNU
obiero
#49 Posted : Monday, February 03, 2014 8:18:50 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
habari ndio hii www.businessdailyafrica....8/-/vss30fz/-/index.html
COOP, IMH, KEGN, KQ, MTNU
obiero
#50 Posted : Monday, February 03, 2014 8:20:59 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,318
Location: nairobi
obiero wrote:
Aguytrying wrote:
guru267 wrote:
Looks like someone is having sleepless nights trying to justify dumping banks for KQ Laughing out loudly


lol at sleepless nights. especially now that the bird has refused to go above 14.00 feet.

investment is an art and everyones path to success is personal.. my strategy may irk some but it is my strategy :)

its all quiet now.. where are the loud mouths.. na bado www.businessdailyafrica....8/-/vss30fz/-/index.html
COOP, IMH, KEGN, KQ, MTNU
68 Pages«<34567>»
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