Highlights

THE INVESTMENT APPROACH OF CALVIN TAN

Author: calvintaneng   |   Latest post: Thu, 16 Aug 2018, 08:23 PM

 

TALAMT - An Undervalue Stock Going Through Transformation with Powerful New Catalysts, Calvin Tan Research

Author: calvintaneng   |  Publish date: Thu, 16 Aug 2018, 08:23 PM


Hi guys,

TALAMT Is An Undervalue Stock Going Through Transformation with Powerful New Catalysts

These are some salient Factors for TalamT

 

1) At 4 sen with NTA of 9 sen TalamT is selling at 56% Discount to NTA. There is huge margin of safety

Sifu Ben Graham only as for 30% discount to NTA

 

2) A check with TalamT NTA reveals very undervalue Assets. So if all the Assets are revalued & updated the RNAV could be 30 sen to 50 sen. This shows that there is DEEP Hidden Value in TalamT

How can we detect Deep Undervaluation?

Answer:

By looking at TalamT past Assets disposal to SEE the price differences

Example is the Sale of Lands in Year 2012

See

TRINITY CORPORATION BERHAD

 

Type Announcement
Subject TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
NON RELATED PARTY TRANSACTIONS
Description TRINITY CORPORATION BERHAD ("TCB" or "the Company")

PROPOSED DISPOSAL OF INVESTMENT PROPERTY BY BUKIT KHAZANAH SDN BHD, A 99.65%-SUBSIDIARY OF TCB TO BEST BOULEVARD SDN BHD

The Board of Directors of TCB wishes to announce that Bukit Khazanah Sdn Bhd (Company No. 120520-K) (“Vendor” or “BKSB”), a 99.65%-subsidiary of the Company has on 7 December 2012 entered into a Sale and Purchase Agreement with Best Boulevard Sdn Bhd (Company No. 735495-M) (“BBSB” or “Purchaser”) to dispose an investment property consisting of a piece of leasehold land held under Pajakan Negeri No. 10858, Lot 44816, Seksyen 15, Bandar Ampang, Daerah Ulu Langat, Negeri Selangor Darul Ehsan (“Land”) measuring approximately 44,786 square metres together with the recreational club house building and facilities (“Building”) [Land and Building are collectively known as “the  Property”] for a total cash sale consideration of RM109,400,000.00 only (“Proposed Disposal”).

Please refer to the attachment for details of the announcement.

This announcement is dated 7 December 2012.

 

The Net Carrying Value of This Property Is  RM11.19 million.

 

THAT MEANS THAT TalamT MADE (Rm109.4 Mil - Rm11.19 Mil) = Rm98.21 Millions Profit

Which is 877%

YES! TalamT made 877% Profit from just One Asset Disposal.

 

See this one (Refer to TalamT Bursa Announcement)

On 6 February 2018 TalamT disposed an Asset for 

Rm31.22 Millions. It was revealed that the Net carrying Value is only a mere Rm1.04 millions

Which means that TalamT has garnered a profit of (Rm31.22 millions - Rm1.04 millions) = Rm30.18 millions

Amazing indeed! Cost of Asset Rm1.04. Sale Price Rm31.22 Millions

Profit Rm30.18 Millions or 2,910%

2,901% Profit? REALLY MIND BOGGLING!

 

3) AND ALL THESE REMAINING ASSETS ARE OF HIGH VALUE STILL WITH LOW BOOK VALUE

 

+ # Mukim Serendah Daerah Ulu Selangor Bandar Bukit Beruntung Negeri Selangor 197.61 acres * 178.41 Town ship Development Bukit Beruntung 17/02/2015 Freehold N/A N/A 41,934,000

Mukim Serendah Daerah Ulu Selangor Bandar Bukit Sentosa Negeri Selangor 993.99 acres * 120.18 Bukit Sentosa III Development of industrial, residential and commercial development 29/10/1994 Freehold N/A N/A 54,850,000

A sampling of TalamT lands revealed that they are of

 industrial, residential and commercial development

And they are sitting on Old Book Value Like Gold Mines yet to be revalued.

EVERY ASSET DISPOSAL WILL REVEAL A GAIN OF 8 Times, 9 Times or 10 Times (1,000%) or even more!

 

4) NEW CATALYST NO. 1 - PROTON CITY IN TANJUNG MALIM

With Geely Jv with Proton there will be A Massive Boom up north of Bkt Sentosa, Bkt Beruntong & Ulu Yam where TalamT has prime Indstrial & Commercial Lands which can only increase in Value due to development spillover

 

5) NEW CATALYST NO. 2 - PH GOVT GOING FOR AFFORDABLE HOUSING

TalamT, Brisdale & Larut were famous in times past for Affordable Housing. This augurs well and in line with PH Govt empasis. Great news for TalamT as it still has thousands of acres of valuable landbanks in Selangor, Gombak, Dengkil, Batang Berjuntai, Bkt Beruntung & Bkt Sentosa

 

6) WITH SO MUCH HIDDEN VALUE AND UPCOMING GOOD PROSPECTS INSIDERS OF TALAMT HAVE BEEN LOADING UP TALAMT SHARES AS HIGH AS 8.5 SEN TO 11 SEN

See

 

 

 

So if Insiders SEE VALUE and Bought So Much at 8.5 sen to 11 sen

At 4 sen (less than half their buying prices) we ARE GETTING A GREAT BARGAIN AND AT A HUGE DISCOUNT!!

 

7) SINCE YEARS 2011 TALAMT has Been Disposing Asset after Asset to pare down Its Debt from about Rm1.5 Billions to less than Rm500 millions.

And at the rate of its Asset Disposal it is on course to be a CASH RICH COMPANY like Dutaland. Dutaland was 39.5 sen when I called for a buy. Today it's 55 sen (up almost 40%). Next will be TalamT

 

8) THE TOP BOSS DATUK CHAN HAS BEEN CONVERTED AND MADE A NEW CREATION IN CHRIST. AND THIS IS A PERSONAL TRANSFORMATION

SO HE HAS RENAMED TALAM TO TALAMT OR TALAM TRANSFORM

 

BRIEF HISTORY OF TALAM

INDEED TALAM WAS RECOMMENDED BY DR NEOH SOON KEAN IN HIS MONTHLY NEWS LETTER IN YEAR 2006 AT RM1.00.

AT THAT TIME WHEN TALAM WAS RM1.00 IT DECLARED A 4 SEN DIVIDEND

BUT ALAS!

TALAM SHARE PRICE SUDDENLY COLLAPSED FROM RM1.00 TO ONLY 10 SEN (A CRASH OF 90%?)

 

THE VERY NAME TALAM IN CHINESE SOUNDS LIKE

 

"TA"  OR BIG IN CHINESE

"LAM"  SOUNDS LIKEE "CRASH" IN CANTONESE

 

SO TALAM SOUNDS LIKE "TAI LUMP"  OR "BIG CRASH" FOR ALL WHO BOUGHT AT RM1.00 & ENDED WITH 10 SEN FOR A 90% WIPE OUT!!

 

HOWEVER, THIS TOTALLY BOMBED OUT TALAM IS NOW IN CALVIN TAN RESEARCH'S INVESTMENT RADAR

 

IT IS GOING TO BE TALAM (((TRANSFORM)))

ANOTHER HAM YI FAN SANG (DEAD STOCK COMING TO LIFE AGAIN)

 

WARM REGARDS

 

Calvin Tan Research

 

Please buy/sell after doing your own due diligence.

 

 

 

 

IS TALAMT ANOTHER HIDDEN GEM?

 

Image result for picture of a hidden gem

 

 

HA! SINCE POSTING I GOT SOME COMMENTS TOTALLY OBNOXIOUS

 

The Saying is true

 

“Do not give what is holy to the dogs; nor cast your pearls before swine, lest they trample them under their feet, and turn and tear you in pieces. 

Thought it only apply to "Don't cast your pearls before pigs, lest they trample them under their feet" 

Now also don't cast "Gem" before cows (lembu)?

 

 

Image result for picture of casting pearl before swine

 

But of course there are those who can recognise a "GEM" when they SEE it.

Image result for picture of finding hidden gem

  Victoria88 likes this.
 
Kinos Hi Calvin, how about Tiger Synergy Bhd?
16/08/2018 21:24
carilembu HAVE BEEN FOLLOWING THIS PROBLEM COMPANY FOR YEARS AND ITS PROBLEMATIC PROJECTS FOR YEARS. DON'T GET TRAPPED BY THIS GUY CALLED CALVIN LIKE SO MANY WHO BOUGHT HIS RECOMMENDED STOCKS AND LOST BIG. HIDDEN 'GEM? HAHAHA. ANY PRICE RISE IS DUE TO SPECULATION AND DON'T LAST LONG. DON'T GET TRAPPED! BUY AT OWN RISKS!
16/08/2018 21:31
joetay Post removed. Why?
16/08/2018 21:40
shpg22 No need to do research la.
Everyone knew that companies that making loses continuously generally are traded below their book value. If that is the key, buy only lousy under-perform company enough.
16/08/2018 21:44
joetay2 Post removed. Why?
16/08/2018 21:47
calvintaneng Kinos Hi Calvin, how about Tiger Synergy Bhd?
16/08/2018 21:24

Kinos,

I can't comment on Tiger as I didn't study it yet.

Recently it went through 4 to 1 share consolidation. Insiders are both buying and selling. So they give out mixed signals
17/08/2018 00:12
calvintaneng Ha! This saying is so true

“Do not give what is holy to the dogs; nor cast your pearls before swine, lest they trample them under their feet, and turn and tear you in pieces.

Thought it only apply to "Don't cast your pearls before pigs, lest they trample them under their feet"

Now also don't cast "Gem" before cows (lembu)?
17/08/2018 00:18
calvintaneng calvintaneng Yes

Good, So? Buy is correct

Calvin's 3rd Rule is

HE THAT IS LOW NEEDS FEAR NO FALL

GSB is overlooked & neglected so price has not been chased up

Now Value is emerging.

Sell high flying balloon stocks & park in GSB.

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/120638.jsp
14/04/2017 09:26
17/08/2018 00:43
calvintaneng See how doubters responded to GSB when cheap


FBMKLCI2015 Calvin Tan Eng, looking at GSB's Balance Sheet, it's current ratio is below 2 and Debt to Cash is more than 8 times....are you sure this Company is not a potential PN17 instead? Current PE is -70...should be price less than 1 cents.
14/04/2017 13:59
17/08/2018 00:44
calvintaneng Every time I recommend a hidden gem there are always doubters and naysayers

SEE WHEN GSB WAS 9 SEN TO 11 SEN

CALVIN RECOMMENDED GSB (Go see in GSB Forum)
17/08/2018 00:45
calvintaneng paperplane GSB one project settle all debts.
14/04/2017 14:02

FBMKLCI2015 Say is easy...think carefully, one project costs millions right....their cash on hand only RM5mil...not enough...need to borrow from banks...i.e. liability goes UP!
14/04/2017 15:11

Maxi Ho just like paperplane say, one project settle all debts and still got cash left
14/04/2017 15:25

FBMKLCI2015 How to settle all debts with one project??? Debt is 8 times your cash balance.
14/04/2017 16:28
X
calvintaneng Don't ask too many questions or else Gsb will jump away like Jaks from 40 sen to over Rm1.20!

Today Gsb shares are passing from weak hands to smart hands and strong hands!
14/04/2017 16:44
17/08/2018 00:46
cheoky aiyo if i m rich as u, i dont care naysayer la. i go jalan jalan & makan.
17/08/2018 00:47
calvintaneng And so GSB jumped up 100% from 11 sen to 22 sen for 100% gain!!

And SEE who bought GSB after price has doubled to 22 sen for 100% gain


deMusangking
Bot some at 0.22
13/08/2018 16:40
17/08/2018 00:48
calvintaneng So don't be ever surprised some future day - some future time

MANY WILL Go GAGA AND CHASE "TALAMT" OVER 10 SEN!!!

History always repeat itself

It happened in Jaks. It happened in GSB

It will also happy in TALAMT one fine day.
17/08/2018 00:51
calvintaneng cheoky
aiyo if i m rich as u, i dont care naysayer la. i go jalan jalan & makan.
17/08/2018 00:47

EXACTLY YOU ARE ABSOLUTELY CORRECT!!!
17/08/2018 00:52
calvintaneng now i go jalan and makan

bye bye
17/08/2018 00:52
dunspace Why is it that you always fail to share the whole picture? A good analyst will also answer the question of why is the share so lowly priced in the first place and not just try to steer the crowd with pure optimism. It makes me very sceptical of your intentions, I have no problem with your method of value investing but it seems that you are trying to extract profits from swing trading and not a long-term holding.

Side note: The 30% discount to NTA method is very lacking of a metric alone. It is like me stating that you should buy a company with a P/E below 2. It is so wrong on a whole new level. For example, you could at least share the acid test ratio to give a fairer idea to those reading your article. I took a quick look at the balance sheet and its acid test ratio is below 1, at least share more metrics, to tell the TRUTH and not just your TRUTH.
17/08/2018 06:58
Enigma Nevertheless I like CALVIN comment on "Ham ye fang san" hahaha
17/08/2018 08:42
calvintaneng Good morning all

Our friend Cheoky has given the best advise

cheoky
aiyo if i m rich as u, i dont care naysayer la. i go jalan jalan & makan.
17/08/2018 00:47
17/08/2018 09:12
calvintaneng Since I have already posted on TalamT I will still reply to questions from honest skeptics. I won't response to cynical skeptics whose minds are shut, however.
17/08/2018 09:14
calvintaneng Yes dunspace,

I have posted more than 1,000 times. Never once I claim to be a good analyst. I only claim to be a student trying to learn from everybody.

One of my best Sifu is Dr Neoh Soon Kean. His investment metric is

A) HIGH NTA
B) LOW P/E
C) A GOOD DIVIDEND (In the case of RUBHD last time he recommended it even without dividend.

The price of TalamT has fallen from Rm1.00 and went into PN17 once. And with its high debts people have generally avoided this bombed out stock.

If anyone have first followed me in my first bombed out stock called Pm Corp will know.

Jaks was also bombed out at 40 sen. Gsb at 9 sen as well. And certainly Opcom at 35 sen due to Mukhriz opposing Ex Pm Najib.

Precisely like you many are also skeptical on TalamT. That is why the share has fallen to such low level. Far below its intrinsic value.

The balance sheet does not tell the whole story as George Soros told us to SEE BEYOND THE OBVIOUS (THAT IS, TO SEE BEYOND THE BALANCE SHEET)

No all birds SEE WITH EYE TO EYE. The EAGLES'S VISION IS DEFINITELY DIFFERENT FROM THE CHICKEN ON THE GROUND

And they eat different types of food as well

The EAGLE looks for prey 2km away from the sky. The chicken just dig the soil for worms on the ground. So they both use different metrics.

SO IS INVESTMENTS. TO EACH YOUR OWN STYLE/ANGLE OF APPROACH

AND I AM HAPPY TO SHARE MY VIEW
17/08/2018 09:26
calvintaneng Enigma
Nevertheless I like CALVIN comment on "Ham ye fang san" hahaha
17/08/2018 08:42


THANK YOU!

Sifu Peter Lynch told us THERE ARE 6 DIFFERENT TYPES OF STOCKS

ONE RARE TYPE IS CALLED "TURNAROUND STOCKS"

In our chinese vocab we call it

(((HAM YI FAN SANG)))
17/08/2018 09:29
calvintaneng Posted by KAQ4468 > Aug 17, 2018 09:35 AM | Report Abuse

how far can go ??

0.040 to 0.090 can ??



Calvin replies:

DATUK CHAN & HIS PEOPLE BOUGHT AT 8 SEN, 9.5 SEN & 11 SEN RANGE

NORMALLY INSIDERS BORROW SOME TO BUY SHARES

SO FACTOR IN 6% to 7% INTEREST COST FOR 3 To 4 YEARS

THAT MEANS THAT THEIR HOLDING COST IS 12 TO 13 SEN

YOU THINK THEY WANT TO SELL AT 8 OR 9 SEN?

I THINK AT LEAST 15 SEN TO 20 SEN SELL RANGE

BUT FOR DATUK CHAN HE MIGHT STILL HOLD ON TO SEE 30 SEN TO 50 SEN RANGE
17/08/2018 09:40
KAQ4468 thanks calvin

I will look on it ... together with your duta..


I hutang u 1 lunch
17/08/2018 09:43
KAQ4468 at what price u bought Talam ?
17/08/2018 10:00
calvintaneng KAQ4468 at what price u bought Talam ?
17/08/2018 10:00

I first bought long ago at Rm1.00 in year 2006 i think

It crashed to only 10 sen and became PN17

Then I saw IJM buying KEuro, and KEuro buying into Talam

So I knoww with IJM (EPF) one leg inside KEuro and KEuro one leg inside Talam - then TALAM should be ok

And I was right. TALAM rebounded by over 100% to over 20 sen & I sold off with a profit because I hamtam at 10 sen

After that Talam split 1 into 3

Then I bought again at 4 sen to 4.5 sen range

And I came out to promote at 3.5 sen (This is below my buying cost.

Others will buy low. Push it up only then promote.

For Calvin this is unethical
17/08/2018 10:33
stncws THEY GOT BIG GAJI TO COVER THE 6 7 %
17/08/2018 10:35
calvintaneng Their gaji moderate only.

THEY INTEND TO SEE COMPANY PERFORM AND SUCCEED
17/08/2018 11:04
calvintaneng Posted by calvintaneng > Aug 17, 2018 11:01 AM | Report Abuse X

Posted by apolloang > Aug 17, 2018 10:58 AM | Report Abuse

Posted by calvintaneng > Aug 17, 2018 10:56 AM | Report Abuse

Posted by apolloang > Aug 17, 2018 10:48 AM | Report Abuse

but jaks profit no down yet and he dump until go halland?

WHY YOU ITCHY ITCHY COME TO LION DEN?

AFTER ROBIN HOODD(KOON) CAUGHT SO MANY WATER FISH & SORCHAI IN JAWS(JAKS) HE HAS COME TO LION DEN TO CATCH MORE SORCHAI

YOU WANT TO STEAL FOOD FROM LION?

https://www.youtube.com/watch?v=MrefbAaJtoc

better go back to dutaland or talam

cos I bought lionind at 70cts and sold at 73cts only,if kyy tell the story earlier I would not sell or even buyback more.but now too expensive for me to buy


HAHAHA!!!

THAT IS WHY YOU MUST CHANGE NAME FROM APOLLOANG TO BICYCLE-ANG

YOU MUST BUY TALAM AT 4 SEN AND HOLD TILL 8 SEN FOR 100% UPSIDE OK?
17/08/2018 11:06
joetay2 Post removed. Why?
17/08/2018 11:06
traderman lol. joker calvin
17/08/2018 11:18
calvintaneng THE BEST JOKE WILL BE?

WHEN TRADERMAN AND SCOFFERS START BUYING TALAM ABOVE RM1.00

JOKES?

SEE HOW CALVIN CALLED FOR A BUY AT 9 SEN IN GSB FORUM

AT 22 SEN DEMUSANGKING APPEARED AND SAID HE BOUGHT GSB FOR 22 SEN?

WAHAHAHAHAHAHAHA!!!

THEY SAID

HE WHO LAUGHED LAST LAUGHS THE LOUDEST!!!
17/08/2018 11:50
calvintaneng TalamT?

What does T stands for?

T STANDS FOR TRANSFORM

TRANSFORM MEANS A MARKED CHANGE IN NATURE, FORM OR APPEARANCE!!!

SO WATCH TALAMT TRANSFORM INTO A

DEBT FREE
CASH RICH
MONEY MAKING
DIVIDEND PAYING COMPANY


THAT'S IT

TRANSFORM! TRANSFORM!! TRANSFORM!!!

ANOTHER REFORMASI IN PROGRESS!!!
17/08/2018 12:05
carilembu WHY DIRECTORS BOUGHT AT 8.5 TO 11 SEN IN 2014 AND 2016 AND NOT NOW WHEN PRICE IS EVEN LOWER AT 3.5 SEN TO 4 SEN??? THEY SHOULD TRIPLE THEIR PURCHASE AS IT IS 100 PERCENT CHEAPER!!!!

BACK IN 2014 AND 2016 THERE WAS A SLIGHT REDUCED LOSS WHICH MADE SOME PPL INCLUDING CONVIN THINK THAT THE COMPANY WAS TURNING AROUND SO THEY BOUGHT MILLIONS AT SO CALLED CHEAP RICE OF 9 TO 11 SEN.

SINCE THEN THE COMPANY CONTINUED TO BLEED IN THE RED YEAR AFTER YEAR. RED YEAR AFTER YEAR. CHECK THE FINANCIAL STATEMENTS.

LOS AND LOSS AND LOSS WERE EVERYWHERE IN THE FINANCIAL REPORTS!!!

NOW THEY ARE STUCK AND FINDING WAYS TO PUSH UP PRICES SO THEY CAN UNLOAD TO UNSUSPECTING NEWBIES!!!
17/08/2018 12:47
carilembu WOW! NOW 3.5 TO 4 SEN ONLY. DON'T CARE HIGH DEBT AND LOSS MAKING. BUY AND THEN PROMOTE, PRAISING IT AS A GEM, NO DEBT, DIVIDEN GIVING( ALTHOUGH NO DIVIDENDS SINCE 2005), KEEP PROMOTING WVERY DAY TO PUSH UP PRICE. ONCE REACH TARGET PRICE, SELL AND LAUGH TO THE BANK AND DISAPPEAR. HAHAHA GOOD STRATEGY TO MAKE MONEY..

SO MANY SUCKERS IN I3 FORUM.. LETS BUY MORE CONVIN, YOU PROMOTE AND I SUPPORT, OK?
17/08/2018 12:56
joetay2 Post removed. Why?
17/08/2018 14:53
calvintaneng ROCK SOLID CLOSING AT 4 SEN FOR TALAMT TODAY!
17/08/2018 17:25
calvintaneng 4 SEN?

VERY CHEAP IF YOU ARE ABLE TO SEE AHEAD OF TIME.

LAST TIME PM CORP WAS 9 SEN FOR 2 LONG YEARS.

ALL WHO BOUGHT AT 9 SEN FOR PM CORP LATER GAINED 300% WHEN PM CORP REACHED 36 SEN


THOSE WHO DIDN'T SELL STILL OK AS ALL GOT 8 SEN CASH PAYOUT.

SO WILL BE TALAM

TALAM WILL GO UP IN PRICE
AND A CASH PAY OUT POSSIBLE
17/08/2018 17:30
RAZAKI talam tengelam, ubi pun talam..inikalilah mesti talam ubi
17/08/2018 18:09
calvintaneng tanam ubi?

kueh ubi pun banyak sedap
17/08/2018 18:40
FamousAmos Macai TanEnd busy cheating newbies again
17/08/2018 19:28

TALAM TRANSFORM - SLOWLY AND STEADILY TRANSFORMING LIKE CASH RICH DUTALAND, Calvin Tan Research

Author: calvintaneng   |  Publish date: Tue, 14 Aug 2018, 11:51 PM


Hi guys,

One day while visiting Interpacific Securities in Downtown Johor I met a Remisier who told me that DUTALAND after disposing Assets after Assets will be debt free & then Cash Rich.

So I posted this

Let's Go!! Dutaland (By Calvin Tan Research)

Author:   |    Publish date: 

 

 


 

Hi guys! 

Bplant got Rm500 million or 33 cts cash coming. 

Dutaland also got Rm150 million coming. About 17 cts a share cash. 

So Bplant at Rm1.60 with 33 cts cash. 
Dutaland at 39.5 cts with 17 cash on the way. 

By percentage Dutaland offers better value!

 

 

 

Accumulated losses must first be written off by par value reduction like what Pm Corp did. 


Then only can give capital distribution from sale of assets. 

Both Pm Corp & RceCap went through par value reduction & gave back cash payout. 

These are the positive factors for Dutaland. 

1) Duta Yap has been buying & buying. 
2) Top 30 shareholders now holding almost 80% of Dutaland shares. Only 20% left in free float 
3) Among top 30 holders are Lim Pei Tiam & Genting Boss. 
4) Dutaland is almost debt free. 
5) Sale of Kenny Hill lands will bring in Rm150 million cash or 17 cts a share 
6) Next quarter & next year will show positive results from Oil Palm harvest 
7) At 39.5 cts it is selling at over 60% discount to NTA. Big margin of safety. 
8) Dutaland is now the most discounted Oil Palm stocks of all. 

So Calvin Tan Research calls for a buy on Dutaland at 39.5 cts. 

Short term target is 50 cts 

Longer term is up 100% to 80 cts. 

Let's Go!!!

 

After  one year and 9 months Dutaland closed at 56 sen for a gain of 41.7%

And in another 16 more days  Dutaland will report a fantastic Rm750 Millions Cash infusion or 88 sen. Of which about 40 sen will be a One off profit. Of course by now many fellow i3 forumers have bought & are holding firm for even better upside.

 

Tonight I want to share on TALAM TRANSFORM as Another Dutaland in waiting

 

Talam, Brisdale & Larut were the hot stocks for affordable housing. But alas! Talam has fallen on hard times and now traded at only 3.5 sen while Larut & Brisdale are no more.

To the investing fraternity most have given up all hope on Talam. Hence the share price of 3.5 sen reflects the sentiment.

Calvin is happy to recommend it now at ROCK BOTTOM of only 3.5 sen

Remember my call on Jaks also near bottom at only 40 sen?

See

Posted by calvintaneng > Dec 16, 2014 03:00 PM Report Abuse X

Whoa! 

Top boss bought at 44 cents and above, millions of them. Anything below 40 cents is a bargain

So don't wait or else Jaks jump Jump JUMP Up And Away!

 

Just as I observed Dutaland paring down debts & then turns into a NET CASH COMPANY so TALAM is going the same route

AND TALAM WILL CONTINUE TO TRANFORM TO BECOME A CASH RICH COMPANY LIKE DUTALAND

 

NOW LET'S DIG INTO TALAM ACCOUNTS FOR THE MANY WEARY YEARS OF ASSET DISPOSAL TO PARE DOWN DEBTS

 

FOLLOW ME AS WE GO BACK IN TIME TO SEE THE ACCOUNTS

 

BY YEAR END 2011

TALAM SHOWS BORROWINGS ABOUT RM360 MILLIONS & A WHOPPPING PAYABLES OF RM1.15 BILLIONS

FROM ALL ANGLE TALAM LOOKS BLEAK & INSOLVENT

 

THEN HOW DID TALAM MANAGE TO CRAWL OUT OF THIS DEBT HOLE?

 

HA! THE SECRET LIES IN TALAM HIGHLY UNDERVALUE LANDBANKS AND ASSETS

 

QUIETLY, UNKNOWN TO ALL EVERY PIECE OF ASSETS TALAM DISPOSED SHOWED A BLOATED OF FEW HUNDRED TO A THOUSAND PER CENT IN GAIN!

TALAM MIRRORS THE ASSETS OF MUI GROUP. ONLY DIFFERENCE IS TALAM IS FORCED TO DISPOSE ITS ASSETS TO PARE DOWN DEBTS AND PAYABLES

 

SO FAR SO GOOD

 

LATEST QTR RESULTS SHOW

 

RM110 MILLIONS BORROWINGS

RM370 MILLIONS IN PAYABLES

 

NOW DON'T BE LAZY. MUST I SPOON FEED YOU

GO LOOK UP TALAM YEARLY (4 QTR RESULTS) FROM END 2011 TO LATEST QTR RESULTS

YOU WILL SEE THAT TALAM CONTINUES TO DISPOSE ASSET AFTER ASSETS (WHEN THESE WERE SOLD. PRICES KABOOM UP 8X, 9X or 10X Book Value)

SO MUCH HIGH VALUE ASSETS STILL MARKED DOWN IN BOOK VALUE FEW CAN DETECT

 

ONLY DATUK CHAN HIMSELF KNOWS VERY WELL THE TRUE NATURE & VALUE OF TALAM

 

SO MUCH SO THAT DATUK CHAN IS WILLING TO BUY ALL REMAINING SHARES OF TALAM FROM DATUK SURIN FOR 8.5 SEN A SHARE

 

8.5 SEN A SHARE? WHEN WE COULD GET TALAM BETWEEN 3.5 SEN TO 4 SEN IN OPEN MARKET?

 

YES!!!

 

THERE WAS A REASON. ACTUALLY DATUK SURIN AGREEMENT WITH DATUK CHAN WAS 9 SEN TAKEOVER IN PRIVATE DEAL

 

BUT SINCE TALAM SHARES CONTINUE TO FALL IN OPEN MARKET DATUK SURIN HAS FURTHER REDUCED THE PRIVATE DEAL FOR DATUK CHAN TO ONLY 8.5 SEN

 

SEE

 

 

WHY IS DATUK CHAN BUYING TALAM AT 8.5 SEN?

DID HE OVERPAY? DID HE MADE A MISTAKE?

NO!!

BECAUSE DATUK CHAN KNOWS WHEN ALL THE NET NET ASSETS ARE FINALLY SOLD AND MINUS ALL LIABILITIES HE WILL STILL BE A WINNER!!

 

HA HEREIN LIES A GREAT VALUE DISCOVERY

 

IF DATUK CHAN ENTRY COST FOR TALAM IS 8.5 SEN THEN ANYTHING BELOW 4 SEN IS A REAL BARGAIN

 

BUT DON'T CELEBRATE TOO SOON.

 

IT TOOK JAKS FROM DEC 2014 AT 40 SEN TO EARLY 2018 TO REACH THE LOFTY HEIGHT OF RM1.84 AT ITS PERAK OR UP 360% IN 3 LONG YEARS.

SO IF YOU WANT A SURE THING AND CAN WAIT - THEN GO BUY SOME TALAM SHARES.

IF YOU WANT IT FAST FAST THEN BETTER AVOID. 

 

I WILL SHOW YOU WHAT GREAT NEWS COMING SOON FOR TALAM LATER.

 

THESE NEWS ARE ALL THERE IF YOU TAKE THE EFFORT TO DO SOME RESEARCH

 

WARM REGARDS

 

Calvin Tan Research

Singapore

 

 

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cheoky Buy mmode. Boss pay 57 vs 34 cents now on auctions
15/08/2018 07:58
calvintaneng cheoky is our friend in i3. May you prosper and do well
15/08/2018 08:06
calvintaneng Talam got few meanings: Many equate it with Talam kueh.

Other meanings:

1) Tenggelam which means sink down.
This share has sunk down from Rm1.00 to 3.5 sen

2) Tanam
Talam sunk out of oblivion now turn into a tanam tapioca. Its hidden assets are still growing in value.

3) Tajam
Means sharp, perceptive to see its worth

How?
Go do deep research.
Dalam which is deep is a Treasure to be discovered!!
15/08/2018 08:11
sandrakkc Calvin this brings to mind your recommendation on DBE 5 months ago. Can shed some light, the Doh family had acquired 32% so far.
15/08/2018 10:27
calvintaneng Sandra

DBE is still a work in progress. Doh family still trying to turn it around. Since Doh is buying at 3 sen try to queue at 3 sen. On a day of weakness some might throw down.

As for Talam we already know Datuk Chan is buying from 11 sen to 8.5 sen. So anything 4 sen or below we can safely nibble bit by bit.
15/08/2018 11:11
sandrakkc I've already bought at 3.5sen, just wonder when the real action would come. It seems like Doh is a friendly party to the Ding family, so don't think the Ding would snap up their fair share of the holdings. My 2 cents worth. LOL
15/08/2018 11:40
moneykj I'm buying Bpuri base on technical. Calvin, Yr Bpuri game still on ar?
15/08/2018 15:54
KLCI King Calvin found another deeply undervalued & yet trapped counter, congratulation.
15/08/2018 15:59
KLCI King Whether will make money or not, please check his past years records.
15/08/2018 16:00
KLCI King If you spent RM100 on each of his recommendations, surely you will make some & lose some. After all, you may lose more than x000.....

(please fill in your number in "x" of the above.)
15/08/2018 16:05
Jon Choivo If you put 1000 evenly in his picks, coupled with some discernment, i think you should come out on top.

When his picks work out, its a few hundred percent. Those drop, dont drop that much compared to the upside.

I have like 0.75% in talamt. its cheap!

But if you bet the farm on just one of calvin picks, you better be damn sure, or a liquidator.
15/08/2018 16:07
moneykj Most of the times Calvin's stock tak boleh pakai. But sometimes I buy his recommend stock when buying signal appeared,like Opcom before election. Now Bpuri buying signal appeared and half of Calvin cost, no harm to give it a try.
Many of his stock is good but he always wrong on timing.
15/08/2018 16:10
deMusangking then believe the great bomoh!!!!! krono n mmsc will give u free ahmoiing!!!!!!!!!!!11
15/08/2018 16:18
gladiator Calvin stock pick insas still sleeping. 90% of his pick went into coma when 10% goes up he will come out hip hip hooray and consider himself as stock king of the forum.
15/08/2018 17:07
calvintaneng Good evening

Calvin welcomes all comments

I just post what I SEE as good & undervalue.

Up to each to decide.

Just be happy buying what you think best for yourselves

So happy!
15/08/2018 17:38

ONE THING ABOUT HIDDEN GROWTH STOCK THAT ALL MISSED, Calvin Tan Research

Author: calvintaneng   |  Publish date: Tue, 14 Aug 2018, 08:53 AM


ONE THING ABOUT HIDDEN GROWTH STOCK THAT ALL MISSED 

LIKE PLANTING TAPIOCA PLANT 

https://www.shutterstock.com/search/tapioca+plants 

I ONCE PLANTED SOME TAPIOCA PLANTS AND LEFT THEM ALONE FOR 6 MONTHS 

ON THE SURFACE I SAW NOTHING BUT LEAVES. 

BUT FAT JUICY TAPIOCA WAS GROWING UNDERNEATH THE SOIL 

ONE DAY I PLUCKED UP THESE FAT JUICY TAPIOCA AND HAD A VERY NICE MEAL 

NOW THIS ALSO HAPPEN TO INVESTING IN VALUE SHARES WITH DEEP HIDDEN ASSETS 

I INVESTED IN PM CORP AT 9 SEN 

ON SURFACE PM CORP REVENUE AND PROFIT WERE LOUSY. BUT PM CORP HAS HIDDEN ASSETS OF VALUE 

WHEN PM CORP DISPOSED A FACTORY IN SINGAPORE IT GAVE AN 8 SEN CASH PAYOUT 

WAHAHA! 

I GOT A FAT JUICY REWARD HOLDING PM CORP 

SO GROWTH CAN BE VERY VISIBLE 

BUT GROWTH CAN ALSO BE "INVISIBLE" 

EVERYONE CAN SEE THAT WHICH IS VISIBLE 

BUT IT TAKES EXPERIENCE, SKILL, LONG YEARS OF ACCUMULATED WISDOM TO 

"SEE" THAT WHICH IS INVISIBLE.

 

cassava plant with leaves and tubers

 

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shortinvestor77 Buy you still have 1 cent cost per share. When are you going to get back your investment and make profit?
14/08/2018 09:17
calvintaneng You refer to Pm Corp?
I already made 6 figures from Pm Corp.
Now i bought into these laggards

Mui Bhd
Bj Corp
Talam
Ta
Eksons
Insas
Guh
Cscsteel
Hexza
Mrcb
L&G
Ecs Ict
Many others.
14/08/2018 10:09
apolloang opcom no make 6 figures? hehe
14/08/2018 10:22
calvintaneng Opcom?
Also made tonnes!
GSB, JAKS, POHUAT, RCECAP, DRB AND SO MANY
Wah!
SO GOOD!!!

AND GOING TO MAKE LOTS MORE FROM

JUTALAND
AFTER JUTALAND WILL COME ANOTHER ONE JUST LIKE IT. ...."TALAM""

YESSS!!!
TALAM WILL MORPE INTO ANOTHER DUTALAND AS ALL ITS DEBTS WILL BE PARED DOWN AND FINALLY TURN INTO A NET CASH COMPANY!!
14/08/2018 10:42
calvintaneng WAHAHA!!!

SORCHAI EVERYDAY ITCHY ITCHY CHASE HIGH FLYING SYNDICATED STOCKS

WE HAMMER VALUE STOCKS AT BOTTOM PRICES!!!

THEY CHASE HIGH WHILE WE BUY LOW

WAHAHA!!!
14/08/2018 10:44
calvintaneng DR NEON IN HIS PRICELESS BOOK PRINTED IN 1985...33 YEARS AGO TELLS US ABOUT SHARKS IN BURSA

AND POOR SORCHAI NEWBIES, WATER FISH, SOTONG, SARDINE AND IKAN BILIS ARE SLAUGHTERED BATCH AFTER BATCH LIKE LAMBS BROUGHT TO THE SLAUGHTER

AFTER JAWS 1 WILL COME JAWS 2
NO SOONER JAWS 2 OVER WILL COME JAWS 3 AND JAWS 4

LAST TIME THESE WERE THE JAWS

IFCA
SUMATECH
XOX
VSOLAR
ALL CHINA RED CHIP LIKE XINQUAN

NOW GOT NEW JAWS

EDARAN IS ONE OF THEM NOW IN ACTION
14/08/2018 10:51
apolloang this edaran from 93cts can drop to 35cts one.....beware of the crooks
14/08/2018 11:07
calvintaneng APOLLOANG

GO TO DUTALAND FORUM AND SEE MY VERY IMPORTANT POST ABOUT TALAM NOW
14/08/2018 11:10
calvintaneng HAHAHA!!!

THE TRUTH WILL BE OUT IN JUST


HMMMM?

TODAY 14TH AUGUST

LATEST REPORT (QTR) SHOULD BE 31ST AUGUST

BUT AUGUST 31ST IS FRIDAY MALAYSIA NATIONAL DAY HOLIDAY

SO AUGUST 30TH(THURSDAY) IS THE DAY FOR A SHOCKING REVELATION!!!

AND MINUS 30 BY 14 = 16 DAYS MORE

SO COUNTING STARTS

16 DAYS TO CASH JUTA CASH OF RM750 MIL IN DUTALAND ACCOUNT

FOR GOODNESS SAKE JUST WAIT FOR 16 DAYS

WAHAHA!!

WAHAHA!!!

ALL JUTA JUTA LEOW!!!
14/08/2018 20:06
calvintaneng WAHAHA!!!

TAPIOCA IS COMING OUT OF THE GROUND FOR JUTALAND VERY SOON!!

SEE

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/169490.jsp

AND NEXT WILL BE TALAM TRANSFORM!!
14/08/2018 20:08
calvintaneng ANOTHER WAY OF PUTTING IT ACROSS IS BY THE EXAMPLE OF THE EAGLE VISION

EAGLE SEES FIRST

CAN SEE LONG BEFORE OTHERS SEE

SO LEARN TO SEE AHEAD.

https://en.wikipedia.org/wiki/Eagle_eye
14/08/2018 20:23
vivoviva calvin tafeikei tan. dont talk nonsense when your whole portfolio is still in red. wahahaha. tapioca become small little beans.
15/08/2018 15:48
calvintaneng Happiness is to know what you buy and why you buy
15/08/2018 17:40
Koon Bee The bottom 5 in stock chanllenges 2017. Low life
15/08/2018 22:12
calvintaneng Bottom 5 in 2017

See Opcom up 100%
Dutaland up 60%
This year is champion

Ha! Don't bother.
All who followed making tonnes of monies
15/08/2018 22:18

GUH Stands for Good, Undervalue & Happily Accumulating, Let Calvin Tan Research tells you the reasons why?

Author: calvintaneng   |  Publish date: Tue, 14 Aug 2018, 01:22 AM


Hi guys

 

GUH is another Good, Undervalue Stock which Value Investors are Happily Accumulating

 

1) GOOD

Dr. Neoh Soon Kean of Dynaquest gave a 5 Star Rating in his Stock Performance Guide. He only gave TA Enterprize & INSAS Bhd a 4 Star. Of course Calvin thinks both TA & INSAS are great stocks in their own rights

Let's take a closer look on GUH

 

These are the Businesses of GUH

1) It has Factories in Penang & China producing Printed Circuit Boards for Japanese & Korean Companies like National Panasonic. These PCB are used in Airconds, Washing machines, Refrigerators, Ovens & many other Electrical & Electronics goods. And with Gst removed the Power goes to Consumers - leading to more purchases of Consumers goods

 

2) GUH also has many others according to i3 Forum reports

 

GUH Holdings Bhd is a Malaysian based company. The company is engaged in manufacturing printed circuit boards. It operates in five segments including Manufacture of printed circuit boards(PCB), Property development, Sale of electrical appliances, Cultivation of oil palm and Water and wastewater treatment. Manufacture of printed circuit boards segment includes manufacturing of single-sided PCB, double-sided PCB, multi-layer PCB (MLB) and silver through-hole PCB (STH). These are widely used for audio-visual equipment, telecommunication, home appliances, automotive, electronic components, digital and information technology related products. It derives the majority of the revenue from Manufacture of PCB.

 

3) It has also got Water and wastewater treatment which are recession proof

4) And Palm Oil Cultivation in Kedah

5) Above all that stands out now is the PROPERTY DEVELOPMENT of GUH

Already with long years of Property Development in Taman Bukit Kepayan near Seremban Town now GUH is planning New Townships near Batu Kawan

Why is Calvin turning bullish?

Because the Top Guns of PH Govt hail from Langkawi (Tun Dr M is MP), Kedah (Datuk Mukhriz is MP here), Both Finance Minister Lim Guan Eng & Anwar Ibrahim (Permatang Pauh or Seberang Prai) of Penang

YES!! This will be the Northern Golden Triangle of Langkawi, Kedah & Penang!

And smack in the very heart are GUH 3 (Not one) Prime Property Projects to be launched!

Moreover, Bank Negara is easing loans for First Time House Buyers

Above all is the BOOM TIME IN BATU KAWAN with the Incoming of IKEA. And LGE promised that Penang Bridge Toll will be scrapped if PH Govt win the Election

SO THE WHEEL OF FORTUNES HAVE COME HERE AT LAST FOR GUH!

 

2) UNDERVALUE

At 63 Sen with NTA of Rm1.87 GUH is selling at a Deep 67% Discount to NTA. This is more than twice of what Ben Graham required at only 30% as A Margin of Safety

 

 “Margin of Safety” as the Central Concept of Investment - From THE INTELLIGENT INVESTOR by Benjamin Graham.

 

GUH is a NET CASH COMPANY PLUS ASSETS STILL YET TO BE REVALUED

And by this December 2018 Company will do its 5 yearly revalution

See

Revaluation Policy The land and buildings of the Group were revalued by firms of independent professional valuers using open market value basis. Revaluation of these assets will be conducted in an interval of at least once in every five years.

 

Note: The Assets of GUH were last revalued in Dedember 2013

 

Now let's look at One Property of GUH in Kedah

13 Lot No. 5 Mukim Telui Kiri, Freehold Agricultural land 1,551,773 sq meter  - Rm 21,200,000  Last revalued  31/12/2013.. Daerah Kuala Muda, Kedah

IT STATED ITS NO. 13 PROPERTY (Refer Annual Report 2017)

FREEHOLD LAND IN KEDAH

1,551,773 (About 1.55 million sq meter of freehold lands) with a Book Value of Rm21.2 Millions

Now let us get its Price Per Sq Ft

 

i Square Meter = 10.764 sq ft

So 1,551,773 x 10.764 = 16,703,284 sq ft

now what is the price per sq ft?

So divides Rm21,200,000 by 16,703,284 = Rm1.27 psf

Ha! So here is the Value: GUH land cost is Rm1.27 psf

Now many of fellow i3 Forumers think OSK is having undervalue property assets?

Let us look at one carefullyt

Please go to OSK AR 2017 & Scroll to Properties Owned by OSK

 

1 Sungai Petani, Kedah Darul Aman Land under development and held for development Freehold 1,191 acres. 29 January 1996 N/A Rm541,485,000

 

From here we can see that OSK bought 1,191 acres of freehold lands in January 1996 for Rm541.485 millions

Let do a break down

1 acre = 43,560 sf

So 1,191 x 43,560 = 51,879.960 sf

Now for Price per sq ft

 

Rm541,485,000 divides by 51,879,960 =Rm10.44 psf

From here we can SEE CLEARLY

GUH lands are valued at Rm1.27 Psf

OSK Lands are valued at Rm10.44 psf

So OSK lands are more expensive by 822% compared to GUH'S

And GUH has Prime Factories on Mainland of Penang, 2 more prime pieces near to Batu Kawan

 

3) HAPPILY BUYING SHARE HOLDERS

These are some Top 30 Shareholders of GUH

Yeoman capital has increased its shares from 7. millions to 8.5 millions from year 2016 to year 2017 (See AR)

5 DB (Malaysia) Nominee (Asing) Sdn Bhd 8,500,000 3.10% Deutsche Bank AG Singapore for YEOMAN 3-Rights Value Asia Fund (PTSL)

24 Zulkifli Bin Hussain 1,600,560 0.58%

Zulkifli holds Pm Corp shares for many years in Top 30 shareholders

27 RHB Nominees (Tempatan) Sdn Bhd 1,267,211 0.46 DBS Vickers Secs (S) Pte Ltd for Kuok Khoon Ho (Not to be confused with Kuok Khoon Hong the Founder of Wilmar)

A nephew of Robert Kuok

 

And many others are former Directors of Leader Universal holding GUH shares. AMONG THEM IS Laico Jaya Sdn Bhd, Howell Chen Chung 

THESE HNGS ARE IN TOP 30 HOLDERS OF GUH 


13 Dato' H'ng Chun Hsiang 

15 Datin Jessica H'ng Hsieh Ling 

16 H'ng Chun Ching 

17 Dato' Harry H'ng Bak Seah 

18 H'ng Hsieh Fern 

ARE THEY GOING TO TAKE GUH PRIVATE?

LEADER UNIVERSAL HAS BEEN PRIVATISED. AND GUH IS ANOTHER DEEP VALUE STOCK WHICH IS ALSO ANOTHER CANDIDATE FOR PRIVATISATION.

 

 2 Zun Holdings Sdn Bhd 32,034,938 11.68 


ZUN HOLDINGS IS TOP 2 OF GUH TOP 30 

AND OWNED BY THE HNGS

 

THE TOTAL NET NET OF GUH IS FAR MORE THAN THE TOTAL LIABILITIES OF GUH.

Others are also investing in undervalue stocks like Eksons, Flb(Teh Kian Lang) & other Value shares

 

WARM REGARDS

 

Calvin Tan Research

Singapore

 

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calvintaneng VERY POSSIBLE THAT MANY FORMER DIRECTORS OF LEADER UNIVERSAL HOLDINGS (TAKEN PRIVATE AT RM1.10) MIGHT ALSO OFFER TO TAKE PRIVATE GUH AT SIMILAR PRICE OF RM1.10 ONE DAY (INTRISIC VALUE OF GUH IS MORE THAN RM1.10)

https://klse.i3investor.com/servlets/stk/4529.jsp
14/08/2018 08:04
calvintaneng THE HNG FAMILY TOOK LEADER UNIVERSAL HOLDINGS PRIVATE https://www.thestar.com.my/business/business-news/2011/10/18/leader-universal-controlling-shareholders-offer-buyout/
14/08/2018 08:20
calvintaneng THESE HNGS ARE IN TOP 30 HOLDERS OF GUH

13 Dato' H'ng Chun Hsiang

15 Datin Jessica H'ng Hsieh Ling

16 H'ng Chun Ching

17 Dato' Harry H'ng Bak Seah

18 H'ng Hsieh Fern

ARE THEY GOING TO TAKE GUH PRIVATE?
14/08/2018 08:25
calvintaneng 2 Zun Holdings Sdn Bhd 32,034,938 11.68

ZUN HOLDINGS IS TOP 2 OF GUH TOP 30

AND OWNED BY THE HNGS
14/08/2018 08:27

10 George Soros Quotes on Investing, Additional comments by Calvin Tan Research

Author: calvintaneng   |  Publish date: Sat, 11 Aug 2018, 07:13 PM


Hi guys,

 

While i read up some comments in Jaks forum I noticed one forumer quoted George Soros.

It is always good to learn some new stuff everyday. And also to get some old truth re enforced as well.

And I have some comments to add further:

 

george-soros

 

 

10 George Soros Quotes on Investing

known as “The Man Who Broke the Bank of England.” He earned this title in 1992, when he (famously) made more than a billion dollars selling-short the pound sterling. He is the co-founder and manager of the Quantum Endowment Fund, an international hedge fund with more than $27 billion in assets under management. Soros survived as a young jew, living in Nazi-occupied Hungary in 1944. He then immigrated to England to attend the London School of Economics, and moved to the US in 1956 to work as a stock broker. Today, Soros is a passionate investor, philanthropist, and democratic idealist who could teach us a lot about investing and philosophy. Here are ten very insightful quotes from him:

1. “If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.” – As I discussed in this article, personal emotions have no place in investing. If you want to be successful in the long-run, base your investment decisions on rationality and discipline.

2. “I’m only rich because I know when I’m wrong…I basically have survived by recognizing my mistakes.” – Almost every successful investor that I’ve written about knows this. That is, you must recognize and admit your mistakes when you make them, cut your losses short, and move on to the next logical step.

3. “The financial markets generally are unpredictable. So that one has to have different scenarios… The idea that you can actually predict what’s going to happen contradicts my way of looking at the market.” – Successful traders abide by this philosophy by heart. Markets truly are random and no one knows where, when, and how prices will move. The key is to be ready for every scenario that can happen so that you can take advantage of the opportunities that lay ahead.

4. “Markets are constantly in a state of uncertainty and flux, and money is made by discounting the obvious and betting on the unexpected.” – Since markets are random, anything can happen, even the “unexpected.” The biggest opportunities lie in those unexpected events because most people are betting on the obvious, and in the market, most people are wrong.

5. “The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.” – This is true in life as well as in investing. When you hit rock-bottom, every inch of improvement feels so much better and powerful. If you bought Goldman Sachs (GS) in the midst of the subprime crisis in 2009, you could’ve made more than thrice your money just a year after.

6. “Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception.” – Stock market bubbles start with good corporate or economic fundamentals. Things just go out of hand when people’s misguided greed comes into play.

7. “I contend that financial markets never reflect the underlying reality accurately; they always distort it in some way or another and the distortions find expression in market prices.” – Just like Warren Buffett, Soros also looks at value over price. They both know that price is just noise made by human emotions in the markets. Value, on the other hand, is the intrinsic worth of an asset.

8. “Unfortunately, the more complex the system, the greater the room for error.” – Obviously, when it comes to investing, Soros like to KISS (keep it simple, silly). He built a financial empire by adhering to this basic principle, and so should you. A simple but effective investing system will always beat the crap out of a complex system that doesn’t work.

9. “Making an investment decision is like formulating a scientific hypothesis and submitting it to a practical test. The main difference is that the hypothesis that underlies an investment decision is intended to make money and not to establish a universally valid generalization.” – The simple goal of investing is to make money, not to be right all the time. As a trader, I abide by this mantra and it makes it easy for me to accept losses easily and to stick to my investing plan.

10. “We try to catch new trends early and in later stages we try to catch trend reversals. Therefore, we tend to stabilize rather than destabilize the market. We are not doing this as a public service. It is our style of making money.” – Again, like Warren Buffet, Soros enters markets based on valuations. He buys when prices are “low” and sells when they are “high,” thereby effectively catching trend reversals.

If you look at these quotes, you can see that Soros has very similar investment philosophies with Warren Buffet. I guess great minds really do think alike, so let’s adapt these principles into our own investing to get some kick-ass results.

Calvin comments:

1. “If investing is entertaining, if you’re having fun, you’re probably not making any money. Good investing is boring.”

VERY TRUE. IN INVESTING MOST OF THE TIME IS VERY BORING INDEED! WHEN JAKS WAS ONLY 40 SEN FEW PEOPLE WERE IN JAKS FORUM THEN.

ANOTHER VERY BORING STOCK WAS PM CORP IN YEARS 2010 to 2012. FOR ALMOST 2 LONG YEARS PM CORP WAS TRADED AT 9 SEN DAY IN DAY OUT!

REALLY BORING THEN. TILL ONE DAY PM CORP POWERED TO 36 SEN AND UP 300%

2. “I’m only rich because I know when I’m wrong…I basically have survived by recognizing my mistakes.” –

YES. IT SAYS, "HE WHO FIGHTS AND RUN AWAY WILL LIVE TO FIGHT ANOTHER DAY"

UNCLE KYY RUN AWAY FROM MUDAJAYA & JTIASA AT PEAK PRICES OF RM2.70 & RM2.60. BUT MADE A HUGE BLUNDER IN XINQUAN UNTIL IT "SAU TONG".  NOW HE IS WISE TO SLOWLY GET OUT OF JAKS.

3. “The financial markets generally are unpredictable. So that one has to have different scenarios… The idea that you can actually predict what’s going to happen contradicts my way of looking at the market.” – Successful traders abide by this philosophy by heart. Markets truly are random and no one knows where, when, and how prices will move. The key is to be ready for every scenario that can happen so that you can take advantage of the opportunities that lay ahead.

YES AND NO

YES BECAUSE CALVIN MADE A SILLY MISTAKE THINK BN MIGHT STILL WIN BUY A REDUCED MAJORITY. 

YES. TOTALLY UNPREDICTABLE AS FOCUS SHIFT UP TO LANGKAWI, PENANG & KEDAH NEW GOLDEN TRIANGLE DUE TO PH STALWARTS HOMEGROUND

NO. BECAUSE UNDER NORMAL TIMES COMPANIES WITH MOAT, SUPERIOR EDGE AND IN GROWING INDUSTRIES SHOULD ALWAYS DO OK. AND THESE STOCKS ARE PREDICTABLE- MCDONALD, APPLE, WAL MART, GEICO INSURANCE & COCA COLA

 

4. “Markets are constantly in a state of uncertainty and flux, and money is made by discounting the obvious and betting on the unexpected.” – Since markets are random, anything can happen, even the “unexpected.” The biggest opportunities lie in those unexpected events because most people are betting on the obvious, and in the market, most people are wrong.

I LIKE POINT NO. 4

(((money is made by discounting the obvious and betting on the unexpected.”)))

ALWAYS LOOK BEYOND THE OBVIOUS: SEE BEYOND THE SURFACE: LOOK BEYOND THE NOW

UNFORTUNATELY THE MAJORITY ONLY INVEST IN ONLY WHAT IS "OBVIOUS". SO IF EVERYONE IS BUYING AT THE SAME TIME - PRICE IS NO LONGER CHEAP. IN FACT MOST PROBABLY DUE TO POPULAR CONSENSUS & CONFIDENCE MOST ARE OVER PAYING

5. “The worse a situation becomes, the less it takes to turn it around, and the bigger the upside.” – This is true in life as well as in investing. When you hit rock-bottom, every inch of improvement feels so much better and powerful. If you bought Goldman Sachs (GS) in the midst of the subprime crisis in 2009, you could’ve made more than thrice your money just a year after.

CORRECT! 

CLAP!

CLAP!!

CLAP!!!

WHEN VALUE STOCK CRASHES TO ROCK BOTTOM - THE FUTURE UPSIDE IS GREAT! BUT BOTTOM FISHING IS NOT FOR EVERYONE. IT IS A LONESOME PLACE AND TOTALLY BOMBED OUT AND MAJORITY OF THE PEOPLE AVOID IT.

 

6. “Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by a misconception.” – Stock market bubbles start with good corporate or economic fundamentals. Things just go out of hand when people’s misguided greed comes into play.

CORRECT LOH

A GOOD STOCK WHEN FIRST STARTED OUT BUT EUPHORIA TOOK OVER AND IT MOVES FROM VALUE INVESTING INTO SPECULATING. AND THE NOISES DISTORT IT FURTHER TILL ALL GONE MAD!

 

7. “I contend that financial markets never reflect the underlying reality accurately; they always distort it in some way or another and the distortions find expression in market prices.” – Just like Warren Buffett, Soros also looks at value over price. They both know that price is just noise made by human emotions in the markets. Value, on the other hand, is the intrinsic worth of an asset.

WELL SAID

(((Just like Warren Buffett, Soros also looks at value over price. They both know that price is just noise made by human emotions in the markets. Value, on the other hand, is the intrinsic worth of an asset.)))

Value, on the other hand, is the intrinsic worth of an asset

THUMBS UP!!

 

8. “Unfortunately, the more complex the system, the greater the room for error.” – Obviously, when it comes to investing, Soros like to KISS (keep it simple, silly). He built a financial empire by adhering to this basic principle, and so should you. A simple but effective investing system will always beat the crap out of a complex system that doesn’t work.

KEEP IT SIMPLE:

WARREN BUFFET INVESTED 

SOFT DRINKS - COCA COLA

CHOCOLATES - SEE'S CANDY

CHEWING GUM - WRIGLEY CHEWING GUM

BURGERS - MCDONALD

ALL SIMPLE STUFF

 

9. “Making an investment decision is like formulating a scientific hypothesis and submitting it to a practical test. The main difference is that the hypothesis that underlies an investment decision is intended to make money and not to establish a universally valid generalization.” – The simple goal of investing is to make money, not to be right all the time. As a trader, I abide by this mantra and it makes it easy for me to accept losses easily and to stick to my investing plan.

NO COMMENT

 

10. “We try to catch new trends early and in later stages we try to catch trend reversals. Therefore, we tend to stabilize rather than destabilize the market. We are not doing this as a public service. It is our style of making money.” – Again, like Warren Buffet, Soros enters markets based on valuations. He buys when prices are “low” and sells when they are “high,” thereby effectively catching trend reversals.

If you look at these quotes, you can see that Soros has very similar investment philosophies with Warren Buffet. I guess great minds really do think alike, so let’s adapt these principles into our own investing to get some kick-ass results.

THIS ONE VERY GOOD

(((“We try to catch new trends early and in later stages we try to catch trend reversals)))

“We try to catch new trends early

WE TRY TO CATCH NEW TRENDS EARLY"

BN GOVT NOW OVER

PH GOVT NOW IN CHARGE

THE POLICIES & CHANGES IN COMING DAYS AND MONTHS WILL SET NEW DIRECTIONS FOR THE MARKETS

SO WATCH CAREFULLY WHAT & WHY THEY IMPLEMENT

AND MORE NEW TRENDS WILL EMERGE

GOOD LUCK TO ALL

 

BEST REGARDS

Calvin Tan Research

Singapore

 

  3 people like this.
 
FamousAmos Tan End, soros also said
“It's not whether you're right or wrong, but how much money you make when you're right and how much you lose when you're wrong.”

How much u made in ur Jaks and how much u lost it all in Perisai , WTK, Alam, Bonia, Majuperak? What’s ur average buying cost and average selling price ? How many lots did u buy ?

Don’t talk cock la!
11/08/2018 21:30
cheoky Great sharing datuk
11/08/2018 23:21
PureBULL . G SOROS IS ALWAYS SO GOOD AT THESE ...

https://purebull-bursatrader.blogspot.com/2012/12/be-all-things-right-to-wealth-creation.html
12/08/2018 02:55
calvintaneng Ng Shu Tsung, PureBULL ., SS Loh

Hi guys,

Thanks for clicking likes

Yes Sifu PureBULL

Always nice to read your Blogs
12/08/2018 11:22
calvintaneng So happy in a day of rest today

Some songs i like

https://www.youtube.com/watch?v=3pXzge4uhVs

https://www.youtube.com/watch?v=78pdOXEwtZk&index=1&list=RD78pdOXEwtZk
12/08/2018 15:43
calvintaneng These are 3 Good Stocks with New Catalysts

GUH BHD
GUH at 64 Sen with NTA of Rm1.87 is selling at a Huge 66% Discount which is twice the margin of safety required by Ben Graham

Now with US & China in trade war GUH printed circuit boards should do well as it supplies to KOrean & Japanese Businesses like National Panasonic.

The removal of GST should also augur well for sales of Goods like Washing Machine, Aircond & Refrigerations which use PCB (printed circuit boards)

But the Main Catalysts will be GUH’s 3 Very Prime Plots of Lands in Kedah (one) and Penang Mainland (two)

The Big Guns of new PH Govt are in the New Northern Golden Triangle of

LANGKAWI (Tun Dr Mahathir is MP)

KEDAH (Datuk Mukhriz is MP)

PENANG (Both Finance Minister Lim Guan Eng (former Chief Minister of Penang) & Anwar Ibrahim from Permatang Pauh)

SO THE WIND OF DEVELOPMENTS WILL NOW BLOW HERE. So fortunate is GUH as it will be launching New Housing Projects here early next year.

Another New Growth Factor is the NEW IKEA IN BATU KAWAN….to be folowed by a New Water Theme Park.

So GUH is expected to see a Turn of Fortune.

A check with GUH Accounts showed it is in a Net Cash Position

Its Properties already undervalue will Be Revalued again every 5 years. And that is very near. It should be revalued by December 2018 (as they were last revalued in December 2013, 5 years ago)

NO WONDER SAVVY VALUE INVESTORS LIKE

YEOMAN of SINGAPORE has Increased its shareholdings (Pls refer to Annual Report of GUH 2017)

Coming in at no. 5 DB (Malaysia) Nominee (Asing) Sdn Bhd
Deutsche Bank AG Singapore for YEOMAN 3-Rights Value Asia Fund (PTSL)…….. 8,500,000 shares at 3.10%



This is an improvement of Yeoman’s stake from Year 2016

5. DB (Malaysia) Nominee (Asing) Sdn. Bhd.
Deutsche Bank AG Singapore For Yeoman 3-Rights Value Asia Fund (PTSL)
7,000,000….. 2.65%

In year 2016 Yeoman has 7 millions GUH shares and it increased its shareholdings to 8.5 millions or up another 1.5 million shares

THIS IS THE CORRECT APPROACH

As price gets cheaper Value can only get better.

So a Great Bargain now!



2) HEXZA

Another Cash Rich Company with Good Dividend. And its business is defensive. Only set back was the default of Bad debt from rental payment in Myanmar.

This is a One-off and won’t happen again. Since price already adjusted downward its downside will be very limited while its dividend yield by percentage improved.

Another BIG BOOSTER is HEXZA supplies resin for Plywood Manufacturers. With the Banning of Logs Export in Sabah & cessation of further logging license in Sarawak Plywood Companies are expected to ramp up productions both in Sabah & Sarawak. This will boost usage of Resin from Hexza.



3) CSCSTEEL

CSCSTEEL is another Cash Rich Company with good dividends

Primarily in Cold Roil Steel production.

It supplies steel sheets to Proton, Perodua & other Car Manufacturing Companies to make Bonnets, Roofs, Doors & Other Flat steel products.

With GST removed the demand for TV panel, Bed Metal Frame (Furniture), Fridge & Fridge Door, Washing machine, Electric Oven will improve. All these are made from Flat Steel Products from CSCSTEEL.

And even more Catalyst will come when Geely starts production in Tanjung Malim PLUS the Possible Setting Up of a 3rd National Car as proposede by Tun Dr Mahathir



So these are the ones

GUH for its superb landbanks & factories in Penang new Boom Zone
HEXZA for its upcoming good Resin sales
CSCSTEEL for the overall improvement of Consumer sentiments
Please buy/sell after doing you own due diligence



WARM REGARDS

Calvin Tan Research

Singapore
12/08/2018 16:49
calvintaneng 3) CSCSTEEL

CSCSTEEL is another Cash Rich Company with good dividends

Primarily in Cold Roil Steel production.

It supplies steel sheets to Proton, Perodua & other Car Manufacturing Companies to make Bonnets, Roofs, Doors & Other Flat steel products.

With GST removed the demand for TV panel, Bed Metal Frame (Furniture), Fridge & Fridge Door, Washing machine, Electric Oven will improve. All these are made from Flat Steel Products from CSCSTEEL.

And even more Catalyst will come when Geely starts production in Tanjung Malim PLUS the Possible Setting Up of a 3rd National Car as proposede by Tun Dr Mahathir

My friend the Awning Boss said that Astino bought flat steel from CSCSteel to manufacture Roofing materials
12/08/2018 20:19
VenFx The key is to be ready for every scenario that can happen so that you can take advantage of the opportunities that lay ahead.

ME: I TRULLY BEEN THROUGH THE ABOVE PHRASE NO.3 ,,,


THX DATO CALVIN... this quotes very usefully.
13/08/2018 12:47

INARI - INI SUDAH LARI: BILA INSAS MAU IKUT DIA!!, Calvin Tan Research compare & contrast 2 Charts

Author: calvintaneng   |  Publish date: Thu, 9 Aug 2018, 11:50 PM


 

INARI - INI SUDAH LARI:  BILA INSAS MAU IKUT DIA!!, Calvin Tan Research compare & contrast 2 Charts

 

 

 

Dear friends,

They say a picture speaks a thousand words.

I think price charts also can tell us a whole lot

 

BELOW ARE 2 CHARTS: INARI & INSAS

INSAS OWNS INARI. INSAS ALSO OWN M&A SECURITIES AS WELL AS MANY MANY OTHER INVESTMENTS.

BUT IN INARI ALONE INSAS HAS A VALUE OF MORE THAN RM2.00 NET PER SHARE

NOW THAT INARI IS IN A BULL RUN DUE TO ITS VERY POWERFUL BUSINESS

POWERFUL BUSINESSES?

WHAT ARE THEY

 

ANSWER:

 

 

calvintaneng INARI HAS MANY GOOD QUALITY BUSINESSES: 

1) It manufactures connectors for Optic fibers that complement OPCOM 

2) It produces LED Lights like JHM & IQ Group 

3) It makes testing machines like KESM 
 
4) INARI ALSO SUPPLY PARTS FOR APPLE

IN A WORD 

"SUPERB" 
 
ALL THE GREAT BUSINESSES ARE FOUND IN THIS SINGLE SUPER STOCK CALLED INARI!!

Note: INARI Top shareholders is INSAS Bhd
05/08/2018 18:04

 

LET US NOW LOOK AT THEIR PRICE PERFORMANCES:

INARI AMERTRON BERHAD [S] (0166)

Company Website 
Initial Public Offering Document 
Annual Report 
General Meetings


INARI AMERTRON BERHAD (0166) Chart
 
 
ABOVE IS INARI PRICE CHART
 
 
BELOW IS INSAS PRICE CHART
 
 

INSAS BERHAD (3379)

Company Website 
Annual Report 
General Meetings

 

INSAS BHD (3379) Chart
 
 
AS YOU CAN SEE FROM THE 5 YEAR PERFORMANCE OF INARI - IN YEAR 2013 INARI WAS ONLY 25 SEN.
 
TODAY INARI IS OVER RM2.50 OR UP 1,000%!!
 
WHEREAS INSAS WAS ABOUT 40 SEN IN YEAR 2013. TODAY INSAS CLOSED AT 89.5 SEN OR JUST ONLY ABOUT 120%  - TRAILING FAR BEHIND INARI
 
THIS SHOWS THAT THERE IS A GROSS MISPRICING OF VALUE!!
 
HEREIN LIES A BARGAIN NOT TO BE MISSED
 
 
 
WARM REGARDS
 
Calvin Tan Research
 
calvintaneng INARI HAS MANY GOOD QUALITY BUSINESSES: 

1) It manufactures connectors for Optic fibers that complement OPCOM 

2) It produces LED Lights like JHM & IQ Group 

3) It makes testing machines like KESM 

IN A WORD 

"SUPERB" 

Note: INARI Top shareholders is INSAS Bhd
05/08/2018 18:04
  SS Loh likes this.
 
moneykj Aiyoyo...lari means gone. Ini gone case.
Yesterday I called for wood base counters. Tomorrow will be Ph counters.
10/08/2018 00:40
calvintaneng Hahaha!

How is your Opcom shares you bought around 45 sen?

I still holding Opcom

See how Opcom lari up over Rm1.00 already!

INSAS will be another Opcom

Huhuhu!!!
10/08/2018 00:45
moneykj Opcom sold just after the election la. Ph counter still hold Ewein. Tomorrow is Opcom day as Ph counters theme play will kick start tomorrow.
10/08/2018 01:06
calvintaneng Ewein already up alot!

One laggard is GUH

This one got prime lands in Penang & Kedah

GUH is very undervalue.

Yeoman from Singapore has increased its stake in latest AR
10/08/2018 01:08
moneykj Noted n will check on it. Tq.
Ewein let me earn one more big shot first, probably these 2 days.
10/08/2018 01:16
calvintaneng Ok good luck

And good night Zzzzz
10/08/2018 01:17
samheong78 Super bullish momentum stock...
10/08/2018 09:27
calvintaneng Inari being part of the supply chains for Apple is hitching on very fast and best growth just like Pentamaster.

The whole world is using smart phones everywhere and expanding fast.

On Mrt train, in buses, ships, planes and even while walking, driving or resting on sofas and beds people also connect or listen/watch movies on phones.
11/08/2018 15:24
shpg22 Insaf lah...masih belom lewat.
11/08/2018 15:32


 

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