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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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Angelica _ann wrote:Financials are OK at NSE, best sector. Pole @Obiero!!! Older hands here will tell you which stocks I used to hold in financials and how much I sold at.. It's not as rosy as you imagine for Kenyan financials
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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sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks..
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: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment...
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... You could be wrong..
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: 2/26/2012 Posts: 15,979
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the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... Yes. And layoffs will continue in the banking sector but also, they will be hiring more technically skilled workers/analysts as systems shift from paper. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 6/23/2009 Posts: 13,472 Location: nairobi
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murchr wrote:the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... Yes. And layoffs will continue in the banking sector but also, they will be hiring more technically skilled workers/analysts as systems shift from paper. Let the core capital matter be settled before people get wild ideas.. Remember Jude is also seeking to cap the lucrative GoK borrowing.. NPL will be disastrous than current status which is a mess at KES 264B
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: 12/7/2012 Posts: 11,901
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obiero wrote:murchr wrote:the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... Yes. And layoffs will continue in the banking sector but also, they will be hiring more technically skilled workers/analysts as systems shift from paper. Let the core capital matter be settled before people get wild ideas.. Remember Jude is also seeking to cap the lucrative GoK borrowing.. NPL will be disastrous than current status which is a mess I was amused when I went to deposit cash at BBK Buru & the teller was telling me rudely that he cannot take my money, that i go deposit it at the ATM. Poor guy doesn't see the short term future, he was being made redundant. Soon there will be minimal teller interactions with customers, yet you pay commissions for automated transactions. Jobs are shifting to technology. 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: 13,472 Location: nairobi
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Angelica _ann wrote:obiero wrote:murchr wrote:the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... Yes. And layoffs will continue in the banking sector but also, they will be hiring more technically skilled workers/analysts as systems shift from paper. Let the core capital matter be settled before people get wild ideas.. Remember Jude is also seeking to cap the lucrative GoK borrowing.. NPL will be disastrous than current status which is a mess I was amused when I went to deposit cash at BBK Buru & the teller was telling me rudely that he cannot take my money, that i go deposit it at the ATM. Poor guy doesn't see the short term future, he was being made redundant. Soon there will be minimal teller interactions with customers, yet you pay commissions for automated transactions. Jobs are shifting to technology. The staff who rudely told you that knows what is happening.. Sadly
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: 12/4/2009 Posts: 10,636 Location: NAIROBI
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obiero wrote:Angelica _ann wrote:obiero wrote:murchr wrote:the deal wrote:obiero wrote:sparkly wrote:What are your returns since you left Financials? I went largely into real estate which is my first love whereby return is not measured in the same way as stocks.. At the NSE... financials are your best bet at the moment... Yes. And layoffs will continue in the banking sector but also, they will be hiring more technically skilled workers/analysts as systems shift from paper. Let the core capital matter be settled before people get wild ideas.. Remember Jude is also seeking to cap the lucrative GoK borrowing.. NPL will be disastrous than current status which is a mess I was amused when I went to deposit cash at BBK Buru & the teller was telling me rudely that he cannot take my money, that i go deposit it at the ATM. Poor guy doesn't see the short term future, he was being made redundant. Soon there will be minimal teller interactions with customers, yet you pay commissions for automated transactions. Jobs are shifting to technology. The staff who rudely told you that knows what is happening.. Sadly That bank is dying. Other banks don't chase you, if you you are willing to queue and wait that is your choice 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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The shake out has started.. STBC, COOP and DTK all on top looser today. KCB and EQTY also down.. Rationale/logic of government borrowing indirectly from the public via the banks could be the next battle front via the M-AKIBA promise.. Why should the banks take interest and report huge profit while it is your money and mine being used. We can lend directly to the government! Kwisha! This will be interesting
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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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: 12/4/2009 Posts: 10,636 Location: NAIROBI
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Parliament shoots down proposal to raise banks core capital to ksh.5bn 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:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60
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: 12/4/2009 Posts: 10,636 Location: NAIROBI
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obiero wrote:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value 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:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl
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:Ericsson wrote:obiero wrote:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl Allow me to leave this here https://www.businessdail...753080-dq3tp2/index.html
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: 12/7/2012 Posts: 11,901
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obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:[quote=Ericsson]Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl Allow me to leave this here https://www.businessdail...53080-dq3tp2/index.html[/quote] Financial will recover once PORK UMK declines to sign the bills into law and dully returns it/them to parliament with memos. They will require 2/3 majority to defy PORK (what i hear in the grapevine), i can assure you Jubilee MPs will go MIA on the date of that debate and voting. No voter will remember that their MP was not in parliament during some crucial vote. Let us wait and see. 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: 13,472 Location: nairobi
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Angelica _ann wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl Allow me to leave this here https://www.businessdail...53080-dq3tp2/index.html
Financial will recover once PORK UMK declines to sign the bills into law and dully returns it/them to parliament with memos. They will require 2/3 majority to defy PORK (what i hear in the grapevine), i can assure you Jubilee MPs will go MIA on the date of that debate and voting. No voter will remember that their MP was not in parliament during some crucial vote. Let us wait and see. If the fuel tax is not implemented then start count down to a recession
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: 12/4/2009 Posts: 10,636 Location: NAIROBI
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obiero wrote:Angelica _ann wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl Allow me to leave this here https://www.businessdail...53080-dq3tp2/index.html
Financial will recover once PORK UMK declines to sign the bills into law and dully returns it/them to parliament with memos. They will require 2/3 majority to defy PORK (what i hear in the grapevine), i can assure you Jubilee MPs will go MIA on the date of that debate and voting. No voter will remember that their MP was not in parliament during some crucial vote. Let us wait and see. If the fuel tax is not implemented then start count down to a recession Are you also aware the fuel tax will cripple recovery of your 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:Angelica _ann wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Parliament shoots down proposal to raise banks core capital to ksh.5bn Wameruka short call wakakanyaga long call. NIC at KES 28, KCB KES 43, NBK KES 5.25, HFCK KES 6.60 Na bado we might see some financial counters trading at less than par value Especially if the fuel tax isn't implemented.. The country will come to a slow crawl Allow me to leave this here https://www.businessdail...53080-dq3tp2/index.html
Financial will recover once PORK UMK declines to sign the bills into law and dully returns it/them to parliament with memos. They will require 2/3 majority to defy PORK (what i hear in the grapevine), i can assure you Jubilee MPs will go MIA on the date of that debate and voting. No voter will remember that their MP was not in parliament during some crucial vote. Let us wait and see. If the fuel tax is not implemented then start count down to a recession Are you also aware the fuel tax will cripple recovery of your kq Kenya is bigger than KQ.. I have invested alot in this country
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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