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Portfolio Balancing: Avoid Over Exposure To Financial Sector
MaichBlack
#501 Posted : Monday, September 22, 2025 12:54:57 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,652
obiero wrote:
MaichBlack wrote:

Is this new information? Was there a time it was otherwise?

Are you aware the homework that goes it lending you 5m? What about billions? What are the chances if the top 3 borrowers defaulting. What us the rusk profile of each??

Check with Greece and come back here. Never say never

Can I start with the other 194 countries first??
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#502 Posted : Tuesday, September 23, 2025 5:55:13 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,940
Location: nairobi
Core capital requirements increasing, rates declining, defaults on the rise. Watch and learn https://www.businessdail...nking-subsidiary-5202504

IMH ABP 35.55; KQ ABP 4.85; MTN ABP 5.20
obiero
#503 Posted : Tuesday, September 23, 2025 9:55:03 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,940
Location: nairobi
obiero wrote:
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:
VituVingiSana wrote:
obiero wrote:
Only one bank makes the YTD top gainers list

Coz "other" banks (except HF) pay dividends for a better Total Return Laughing out loudly Laughing out loudly Laughing out loudly and not only in YTD 2025 but in 2024

Wachana na @Obiero @VVS. You know he bought and still owns all these stocks!!! And @Obiero said he doesn't get sarcasm. I'm being sarcastic!!!

Easy to post such stuff AFTER it happens. Not helpful at all!!! Everyone knows what happened. Tell us before it happens like @Stockmaster, the guy who predicted KPLC going through the roof when it was was just chillin - at 1.xy or something (I forget his name) among others.

It's unfair to state my portfolio and recommended picks are unknown. Nyani haoni kundula http://m.wazua.co.ke/for...amp;m=914370#post914370 ^

Only HFCK is there and that was a topic for all us anyway. Remember @VVS advising me to get the rights issues when I was 50 - 50?

Any other stock in this list here in your recommended picks?? If anything, you warned people against buying HAFR. Ama we look at the list selectively??

HAFR, KURW and Olympia etc are very illiquid stocks. Meanwhile, it will be helpful if you also share your picks. I'm not a deity. I'm just a trader sharing my own views. Take it or leave it!

My trading advisory/caution on HAFR stands. HAFR remains a skunk. Nyani ikipakwa rangi bado ni nyani

IMH ABP 35.55; KQ ABP 4.85; MTN ABP 5.20
ngapat
#504 Posted : Wednesday, September 24, 2025 3:34:03 PM
Rank: Veteran


Joined: 12/11/2006
Posts: 904
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:

Is this new information? Was there a time it was otherwise?

Are you aware the homework that goes it lending you 5m? What about billions? What are the chances if the top 3 borrowers defaulting. What us the rusk profile of each??

Check with Greece and come back here. Never say never

Can I start with the other 194 countries first??


MPs to Consider Interest Cap So Borrowers Don’t Pay More Than They Borrow.

https://kenyanwallstreet...s-dont-pay-more-borrow/
“Invest in yourself. Your career is the engine of your wealth.”
obiero
#505 Posted : Wednesday, September 24, 2025 3:43:57 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,940
Location: nairobi
ngapat wrote:
MaichBlack wrote:
obiero wrote:
MaichBlack wrote:

Is this new information? Was there a time it was otherwise?

Are you aware the homework that goes it lending you 5m? What about billions? What are the chances if the top 3 borrowers defaulting. What us the rusk profile of each??

Check with Greece and come back here. Never say never

Can I start with the other 194 countries first??


MPs to Consider Interest Cap So Borrowers Don’t Pay More Than They Borrow.

https://kenyanwallstreet...s-dont-pay-more-borrow/

Time and tide waits for no one. I speak in code

IMH ABP 35.55; KQ ABP 4.85; MTN ABP 5.20
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