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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: 13,467
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 :)

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#43 Posted : Tuesday, January 14, 2014 7:44:45 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
writing on the wall www.standardmedia.co.ke/...-cost-of-credit?pageNo=2

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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: 13,467
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 :)

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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: 13,467
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!

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#49 Posted : Monday, February 03, 2014 8:18:50 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
habari ndio hii www.businessdailyafrica....8/-/vss30fz/-/index.html

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#50 Posted : Monday, February 03, 2014 8:20:59 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
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

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
murchr
#51 Posted : Tuesday, February 04, 2014 6:11:14 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
James Mwangi buys Equity shares or the first time since the banks listing
"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
.
Cde Monomotapa
#52 Posted : Tuesday, February 04, 2014 8:56:22 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Interesting article; How insurance will create Kenya’s next crop of billionaires
Read more at: http://www.standardmedia...xt-crop-of-billionaires
Cde Monomotapa
#53 Posted : Tuesday, February 04, 2014 9:04:09 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
4 of 5 picks by Old Mutual Securities are financial. Interesting;

1. NBK
2. Coop
3. Equity
4. Kenya-Re
5. Kenya Power

Planning to invest in the NSE? Consider these top picks for 2014
Read more at: http://www.standardmedia...picks-for-2014?pageNo=1
mwekez@ji
#54 Posted : Tuesday, February 04, 2014 9:31:23 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Cde Monomotapa wrote:
4 of 5 picks by Old Mutual Securities are financial. Interesting;

1. NBK
2. Coop
3. Equity
4. Kenya-Re
5. Kenya Power

Planning to invest in the NSE? Consider these top picks for 2014
Read more at: http://www.standardmedia.co.ke/...-picks-for-2014?pageNo=1

4/10 ;) http://www.oldmutual.co.ke/v5/d...StockRecommendations.pdf
obiero
#55 Posted : Sunday, April 10, 2016 9:14:03 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
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

Rewind selector.. Jan 7th, 2014..

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#56 Posted : Sunday, April 10, 2016 9:15:57 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
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

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Spikes
#57 Posted : Sunday, April 10, 2016 9:31:39 AM
Rank: Elder


Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
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



@Obiero mimi huwa sikuelewi. Are you a trader or investor?
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
sparkly
#58 Posted : Sunday, April 10, 2016 9:36:05 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
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
Life is short. Live passionately.
obiero
#59 Posted : Sunday, April 10, 2016 9:36:35 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
Spikes 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



@Obiero mimi huwa sikuelewi. Are you a trader or investor?

I am a mix of both.. Everyone here knows I sold HF @30, KCB @60 after holding for long, hence an investor mentality.. I know a few facts about banking.. Been at the NSE since 2006 and I share info with people inside various sectors who make me trade once in a while.. I could summarise by saying im more into investing than trading, hence long held position on KQ

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#60 Posted : Sunday, April 10, 2016 9:40:48 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,467
Location: nairobi
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

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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