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Portfolio Balancing: Avoid Over Exposure To Financial Sector

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MaichBlack		#561 Posted : Monday, November 24, 2025 12:49:36 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		obiero wrote: Cometh the hour Usituuzie uoga. We are not buying!! 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		#562 Posted : Monday, November 24, 2025 1:28:38 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		I have been a very worried man because as I have said in multiple posts here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! 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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obiero		#563 Posted : Monday, November 24, 2025 9:35:03 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi		MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best KQ ABP 4.26
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MaichBlack		#564 Posted : Tuesday, November 25, 2025 3:53:03 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		obiero wrote: MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best @Obiero - This P/E ratio is based on what? KCB's EPS fy 2024 was 18.70/=. EPS for Q3 2025 is 19.12/=. Which EPS is bringing a P/E of 6.67??? 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		#565 Posted : Tuesday, November 25, 2025 3:55:36 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		obiero wrote: MaichBlack wrote: I have been a very worried man because as I have said in multiple post here, I am a buyer of KCB till early next year. I have been loading up the the entire year. I have quite a number of shares but I want to have a ridiculously high number and hold "forever". As I was waiting for the next batch of money the prices went haywire. It went all the way 72. Given my abp in the 40s level I was finding it difficult to buy at those prices (emotions NOT fundamentals ). I sat it out. Now my finger is on the trigger. I am happy buying at 50s for my next batch even though 60s is still a bargain for a share whose eps for fy 2025 will be around Kshs. 25/=!!! All the best EPS = 2??? 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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obiero		#566 Posted : Wednesday, November 26, 2025 6:13:31 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi		Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn KQ ABP 4.26
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VituVingiSana		#567 Posted : Thursday, November 27, 2025 9:15:17 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#568 Posted : Thursday, November 27, 2025 9:22:19 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" 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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obiero		#569 Posted : Thursday, November 27, 2025 1:17:43 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,217 Location: nairobi		MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn KQ ABP 4.26
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MaichBlack		#570 Posted : Thursday, November 27, 2025 2:08:07 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,838		obiero wrote: MaichBlack wrote: VituVingiSana wrote: obiero wrote: Established corporates with healthy balance sheets are no longer going for syndicated loans, but the bourse. Watch and learn When is KQ raising a bond? Oops! You said with healthy balance sheets.. my bad! "Watch and learn" Hehe. Investment is an art. Watch and learn Ingine ni wash and run!!! 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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