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17 Pages«<1112131415>»
Portfolio Balancing: Avoid Over Exposure To Financial Sector
obiero
#241 Posted : Thursday, August 23, 2018 8:22:46 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
Angelica _ann wrote:
sparkly wrote:
[quote=obiero]Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html[/quote]

What are your returns since you left Financials?


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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
obiero
#242 Posted : Thursday, August 23, 2018 8:24:26 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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..
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
the deal
#243 Posted : Thursday, August 23, 2018 9:55:16 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,511
Location: Windhoek/Nairobbery
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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...
obiero
#244 Posted : Thursday, August 23, 2018 10:11:38 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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..
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
murchr
#245 Posted : Thursday, August 23, 2018 10:36:15 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,125
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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
.
obiero
#246 Posted : Thursday, August 23, 2018 10:45:19 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
murchr wrote:
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Angelica _ann
#247 Posted : Thursday, August 23, 2018 11:14:51 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,105
obiero wrote:
murchr wrote:
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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
obiero
#248 Posted : Thursday, August 23, 2018 11:37:58 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
Angelica _ann wrote:
obiero wrote:
murchr wrote:
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Ericsson
#249 Posted : Friday, August 24, 2018 6:24:47 AM
Rank: Elder


Joined: 12/4/2009
Posts: 7,871
Location: NAIROBI
obiero wrote:
Angelica _ann wrote:
obiero wrote:
murchr wrote:
the deal wrote:
obiero wrote:
sparkly wrote:
obiero wrote:
Why I left Kenya financials at the NSE https://mobile.nation.co...3130-72va2fz/index.html


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
obiero
#250 Posted : Monday, August 27, 2018 1:34:32 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
obiero
#251 Posted : Monday, August 27, 2018 7:41:27 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Ericsson
#252 Posted : Thursday, August 30, 2018 9:25:13 PM
Rank: Elder


Joined: 12/4/2009
Posts: 7,871
Location: NAIROBI
Parliament shoots down proposal to raise banks core capital to ksh.5bn
obiero
#253 Posted : Thursday, September 06, 2018 3:09:19 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Ericsson
#254 Posted : Thursday, September 06, 2018 3:48:37 PM
Rank: Elder


Joined: 12/4/2009
Posts: 7,871
Location: NAIROBI
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
obiero
#255 Posted : Thursday, September 06, 2018 6:04:39 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
obiero
#256 Posted : Monday, September 10, 2018 10:44:30 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Angelica _ann
#257 Posted : Monday, September 10, 2018 11:42:20 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,105
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
obiero
#258 Posted : Tuesday, September 11, 2018 6:06:12 AM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
Ericsson
#259 Posted : Tuesday, September 11, 2018 6:23:42 AM
Rank: Elder


Joined: 12/4/2009
Posts: 7,871
Location: NAIROBI
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
obiero
#260 Posted : Tuesday, September 11, 2018 6:25:09 AM
Rank: Elder


Joined: 6/23/2009
Posts: 12,442
Location: nairobi
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
COOP 5,500 ABP12.6; HF 2,000 ABP 5.90; KCB 7,500 ABP 36; KNRE 100,000 ABP 2.90; KQ 392,100 ABP 8.32
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