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Portfolio Balancing: Avoid Over Exposure To Financial Sector

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MaichBlack		#691 Posted : Wednesday, September 02, 2026 4:46:46 PM
Rank: Elder Joined: 7/22/2009 Posts: 8,012		MaichBlack wrote: MaichBlack wrote: obiero wrote: MaichBlack wrote: obiero wrote: MaichBlack wrote: obiero wrote: I didn't want to say I warned you, but I did warn you About what exactly @Obiero? What just happened?? The exchange bar has peeked into Feb 2026 and it has sighted KES 48 per share from recent highs of >70. I speak in code Is there a reasoned justification you can repeat here or it is just "trust me bro!"?? At the exchange bar, we only drink and share projections. We hold no data, nor justifications. Watch and learn I doubt anyone would watch and learn anything if it is just drinking and projections with no data and no justification. I can't even imagine being part of such a conversation. "You know what? I project KQ shares will go to Kshs. 20/= by next week!" "Oh. Nice. Don't worry about sharing your reasoning. On my side, I project KCB will go to Kshs. 48/=! Good thing you are not allowed to ask for my reasoning, data or all those boring things. Coz I have none!" "Guys, anyone else wants to make a projection not based on any data or fundamentals??" Wuuueeeh!! I cannot can!!! Post #583 December last year. @Obiero warning me to stop buying KCB and probably offload. I had been buying KCB almost exclusively for a year plus at an abp of 45/= and had loaded the bulk of what I wanted. The price shot to 70s and then came back to 50s. I kept insisting that was a bargain and here I was busy buying the final batches at 50s. @Obiero as usual without a basis or justification insisted thar the price would hit 48/= by February this year!! Today 94/= prints!!! Ignoring @Obiero, making Kenyans rich since 1902!!! 101/= prints!! An amorphous group christened "Exchange Bar" "saw" the price at 48/= by February 2026 with absolutely no explanation. Needless to say, it never headed that direction!!! More than 100% wrong! Literally, figuratively and even more poignantly, mathematically!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#692 Posted : Wednesday, September 02, 2026 5:01:07 PM
Rank: Elder Joined: 7/22/2009 Posts: 8,012		obiero wrote: MaichBlack wrote: @VVS - Imagine what would have happened if we actually listened to guys tellimg us to avoid the financial sector!! And it was a whole movement. With a couple of drivers and one pseudo pilot! Very forceful. Almost hacking into our accounts to sell financial stocks and block any new purchases!!! Why orgasm over KES 100 on a stock that has had a historical high of KES 625 Wuuueeeh!! Enyewe Obiero you need help!!! Which year? How many shares issued? Market Cap? Anyway, I have come to expect this from you @Obiero!! I remember you comparing the share price of HFCK (Before the rights issue!!!) one on one with KCB at face value totally ignoring the number of shares issued. And you argued with everyone who tried to bring in the issue of issued shares. In one of those threads I even compared you to Anyang' who was claiming Safaricom was being sold at a throw away price because it was only being sold at 5/= totally ignoring the number of issued shares! Like you he felt it would have been better selling 1 billion shares at "a whooping" 20/= a share as opposed to 40 billion shares at "a throw away" price of 5/=!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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wukan		#693 Posted : Wednesday, September 02, 2026 6:21:22 PM
Rank: Veteran Joined: 11/13/2015 Posts: 1,659		MaichBlack wrote: @VVS - Imagine what would have happened if we actually listened to guys tellimg us to avoid the financial sector!! And it was a whole movement. With a couple of drivers and one pseudo pilot! Very forceful. Almost hacking into our accounts to sell financial stocks and block any new purchases!!! why are you recalling the veterans from retirement!! When we were driving the bus KCB at 15/= you were nowhere to be seen! KCB 2018 and Beyond @VVS said he would rather look at other options than KCB at 22 Anyway, I think it's Buffet who said the bull market feels like sex, feels great just before it's over Full disclosure: I don't have any exposure to financial sector. Ni hayo tu kwa sasa
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