THE INVESTMENT APPROACH OF CALVIN TAN

TOP 10 OVERSOLD STOCKS TO BUY NOW WHILE STILL VERY CHEAP! (Calvin Tan Research)

calvintaneng
Publish date: Mon, 21 Aug 2017, 02:49 AM
calvintaneng
0 1,865
Hi Guys,

I have An Investment Approach I which I would like to all.

Dear Fellow Investors of i3 Forum,

 

While all love chasing Hot Air Balloon Stocks Calvin think these 10 Top Oversold Stocks are worth buying:

 

1) WTK (82 sen) Intrinsic Value Rm2.80. Target Price Rm1.60

This bombed out Timber/Oil Palm Stock is now near all time low.

Family dispute, low timber/cpo prices impacted its prices. So WTK is totally oversold. Time to load up for these reasons. CPO prices now moving up. WTK selling at deep discount of NTA at over Rm2.80. Dr Neoh Soon Kean is also in Top 30 Share Holders of WTK. Other catalyst are a) Canada Softwood impacted by drought & fire.  b)Tokyo Olympic 2020 will spur logs/plywood sale.

 

2) BJ CORP (32 Sen) Intrinsic Value Rm5.00. Target Price Rm2.50

TSVT has sold many companies and monetized its Assets like MagniTech, Atlan, BJ Auto & now disposing 20 million BJ Asset shares at peak prices.  The white elephant Great Mall of China has been sold off.  Something is brewing again. So time to load up.

 

3) MRCB (Rm1.19) Intrinsic Value Rm5.00. Target price: Rm2.80

Recent sell down was due to Capital being used to support Bukit Jalil Stadium. RI was the cause of the sell down. The sell down is overdone. Expect BN Govt to give some nice Big Jobs to compensate MRCB. These are possible Job Awards: ECER's Rm55 Billions Job, High Speed Rail, Bandar Malaysia, sale of EDL Highway to EPF or other Surprises?

So Expect A Coming Windfall. After all Top Holder of MRCB is EPF.

 

4) BONIA (55.5 sen) Intrinsic Value Rm1.50. Target Price : Rm1.20

While price has fallen to all time low INSIDERS IS BUYING & BUYING. After Padini - Bonia stand to do well in JPO sales to China Tourists. This one stock has fallen to bargain level

 

5) MEDIA PRIMA (75 Sen) Intrinsic Value Rm2.00. Target Price: Rm1.50

This is another oversold stock. Now just bought 70% of Rev Asia. Morgan Stanley is buying and buying & its rich Cash Hoard will continue to give good dividends.

 

6) CBIP (Rm1.98) Intrinsic Value Rm6.00. Target Price: Rm4.00

Totally oversold. INSIDERS once again started buying. This upturn of CPO Prices will be good for CBIP. Its Plantations in Indonesia is now maturing for a bountiful harvest. Of all Oil Palm Stocks CBIP has the highest double digit growth rate

 

7) MUI BHD (16.5 sen) Intrinsic Value Rm1.50. Taget Price is 80 Sen

Fallen to only 16.5 sen now. Mui Bhd was once the darling at Rm24.00 in the GoGo Years. Now totally Bombed Out & Lost 99%

Divorce settlement will unlock Assets Sale. Just take position while cheap!

 

8) PBA (Rm1.26) Intrinsic Value Rm3.00. Target Price: Rm2.00

Selling at Deep Discount to NTA. This Rock Solid Defensive Utility is a Tsunami Shelter. It Survived the 2007/8 Subprime sell down. And PBA with its increased water tariff in Penang will see better earnings. Thus higher dividends could be expected. Again Grand Master Champion Sifu Dr Neoh Soon Kean is also Top 30 Shareholders of PBA

 

9) OPCOM (57.5 Sen) Intrinsic Value Rm1.50. Target Price: Rm1.20

Totally oversold. OPCOM has 20 Sen CASH. Another Rm300 Millions Job Award when completed by May 2018 will see another 30 Sen profit from Telekom. So Insiders are Loading up. For what?

FOR A NICE POSSIBLE "SPECIAL DIVIDEND OF AT LEAST 20 SEN?"

 

10) EIG (Esthetic International) (90 Sen) Intrinsic Value Rm3.00. Target Price Rm2.00

This is a cornered stock Top 30 Shareholders already own 94.9% Shares of EIG. Only a tiny weeny 5.1% Shares left in Free Float in the Open Market. And Insiders still buying and buying. Why? EIG gross profit is as high as 60% to 80%. Just like Bonia's gross profit. Padini's only 40%.

So EIG is a candidate for privatisation like WangZheng or TheStore. Better buy some while most still in the dark

 

SO HERE IS IT! OR THERE YOU GO!!!

 

10 TOP STOCKS SOLD DOWN TO BARGAIN LEVELS AND VALUE HAVE EMERGED

 

YOURS TO ANOTHER 1 or 7 BAGGARS!

 

CHEERS!!

 

From Calvin Tan Research

Singapore

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John Lu

208) calvintaneng +0.3% 100261.01 http://klse.i3investor.com/servlets/pfs/71329.jsp
27% DUTALND 0.545 0.400 49800|22% BJCORP 0.375 0.340 58600|21% PBA 1.210+0.0225 1.150 17300|16% BPURI 0.350 0.435 45800|14% OPCOM 0.390+0.02 0.600 33200 (100080.25:180.76|237.24)

Hip hop hoorey!!

2017-12-04 07:00

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

5.5 years later, timely to review these 10 stocks recommendation of the hero of Netx, calvintaneng

2023-01-05 12:53

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

The reasons given for the hero of Netx, calvintaneng's recommendatiions.

While all love chasing Hot Air Balloon Stocks Calvin think these 10 Top Oversold Stocks are worth buying:

1) WTK (82 sen) Intrinsic Value Rm2.80. Target Price Rm1.60
CPO prices now moving up
a) Canada Softwood impacted by drought & fire. b)Tokyo Olympic 2020 will spur logs/plywood sale.
2) BJ CORP (32 Sen) Intrinsic Value Rm5.00. Target Price Rm2.50
Something is brewing again. So time to load up.
3) MRCB (Rm1.19) Intrinsic Value Rm5.00. Target price: Rm2.80
ECER's Rm55 Billions Job, High Speed Rail, Bandar Malaysia, sale of EDL Highway to EPF or other Surprises?
4) BONIA (55.5 sen) Intrinsic Value Rm1.50. Target Price : Rm1.20
Bonia stand to do well in JPO sales to China Tourists. This one stock has fallen to bargain level
5) MEDIA PRIMA (75 Sen) Intrinsic Value Rm2.00. Target Price: Rm1.50
Morgan Stanley is buying and buying & its rich Cash Hoard will continue to give good dividends.
6) CBIP (Rm1.98) Intrinsic Value Rm6.00. Target Price: Rm4.00
INSIDERS once again started buying.
7) MUI BHD (16.5 sen) Intrinsic Value Rm1.50. Taget Price is 80 Sen
Divorce settlement will unlock Assets Sale. Just take position while cheap!
8) PBA (Rm1.26) Intrinsic Value Rm3.00. Target Price: Rm2.00
And PBA with its increased water tariff in Penang will see better earnings. Thus higher dividends could be expected
9) OPCOM (57.5 Sen) Intrinsic Value Rm1.50. Target Price: Rm1.20
FOR A NICE POSSIBLE "SPECIAL DIVIDEND OF AT LEAST 20 SEN?"
10) EIG (Esthetic International) (90 Sen) Intrinsic Value Rm3.00. Target Price Rm2.00
Only a tiny weeny 5.1% Shares left in Free Float in the Open Market.

2023-01-05 12:56

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Their prices on 21.8.2017
While all love chasing Hot Air Balloon Stocks Calvin think these 10 Top Oversold Stocks are worth buying:

1) WTK (82 sen) Intrinsic Value Rm2.80. Target Price Rm1.60
2) BJ CORP (32 Sen) Intrinsic Value Rm5.00. Target Price Rm2.50
3) MRCB (Rm1.19) Intrinsic Value Rm5.00. Target price: Rm2.80
4) BONIA (55.5 sen) Intrinsic Value Rm1.50. Target Price : Rm1.20
5) MEDIA PRIMA (75 Sen) Intrinsic Value Rm2.00. Target Price: Rm1.50
6) CBIP (Rm1.98) Intrinsic Value Rm6.00. Target Price: Rm4.00
7) MUI BHD (16.5 sen) Intrinsic Value Rm1.50. Taget Price is 80 Sen
8) PBA (Rm1.26) Intrinsic Value Rm3.00. Target Price: Rm2.00
9) OPCOM (57.5 Sen) Intrinsic Value Rm1.50. Target Price: Rm1.20
10) EIG (Esthetic International) (90 Sen) Intrinsic Value Rm3.00. Target Price Rm2.00

And their prices on 4.1.2023 are:
WTK 48 sen
BCorp 30 sen
MRCB 29 sen
Bonia RM 2.28
Media Prima 43 sen
CBIP RM 1.11
MUI 7.5 sen
PBA 76 sen
OPCOM 73 sen
EIG 31 sen

2023-01-05 13:00

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

From 21.8.2017 to 4.1.2023
(slightly more than 5.5 years)

Gain/Loss
WTK -41%
BJ Corp -6%
MRCB -76%
Bonia 311%
Media Prima -43%
CBIP -44%
MUI -55%
PBA -40%
OPCOM 27%
EIG -66%

2023-01-05 13:03

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Over the last 5.5 years, here are the returns of the 10 stocks of calvintaneng

The obvious 1 big winner is BONIA (+311%).

There are 7 big losers. They lost from -40% to -76%.

OPCOM gains 27% while BJCorp lost -6%.

2023-01-05 13:08

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

TOP 10 OVERSOLD STOCKS TO BUY NOW WHILE STILL VERY CHEAP! (Calvin Tan Research)
August 2017

This was the headline of the post by calvintaneng. Truly a disappointing result by any comparison. This raises many questions on calvintaneng's approach.

He became famous in his "totally blinded" promotion of NETX. The hero of Netx fame.

2023-01-05 13:12

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

How amusing and ironic to see this post of the hero of NETX, calvintaneng

>>>
Posted by calvintaneng > 2017-08-22 14:02 | Report Abuse

Peter Lynch categorize stocks into 6 Classes



1)Stalwarts

2)Fast Growers

3)Cyclicals

4)Turnarounds

5)Assets Play

6) Slow Growers


Calvin likes No. 1 to 5

3iii can only invest in no. 1 only.

See

1) The Eagle up in the Air Soar Above the Clouds and can SEE FROM SHORE TO SHORE

2) Other Flying Birds Can See From Mountain To Mountain or Tree to Tree\

3) The Chicken on the ground see nothing except to scratch for some earth worms

SO THE CHICKEN WITH MYOPIC EYESIGHT TELLS EAGLE HOW TO SEE?

LOL!!!
>>>>

For someone who claims to be a master of Peter Lynch's teachings, does calvintaneng exhibits that he understands Peter Lynch's teaching well.

Yet, calvintaneng thinks someone does not know Peter Lynch's teaching well. Yet, remarkably, the same chap bought BONIA at 80 sen in 2019 on his own analysis.

Just compare and contrast.

2023-01-05 13:22

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>>

Posted by 3iii > 2017-08-22 17:27 | Report Abuse

The thrill of investing in stocks, using Peter Lynch's classification of companies.


1. Dutch Lady

A fast grower in its early days. Now a stalwart.


2. Nestle

A stalwart and slow grower. Generating high FCF with little capex requirement.

3. Aeon Credit.

A fast grower. Financial stock. High risk sector.

4. Guinness

A stalwart or slow grower.

5. Petdag

A fast grower over the last decade. Smaller company then, adding 50+ new petrol stations per year. Now a slow grower or stalwart.

6. HaiO

A gruesome stock that turned around in 2005 / 2006. Those who spotted this then would have a lot of gains when others started to show interest in it. Presently, a slow grower stock. Not to be dismissed.

7. KAF

For years, this stock lingered at price below its net asset value. In its book was a piece of land in Jalan Kia Peng which was worth a lot more. This land was subsequently repriced and the company eventually taken over by the majority shareholders. This was an asset play stock.

8. Topglove and Hartalega

These companies were fast growers. They are also in a cyclical sector. Essentially, they are cyclical growth stocks. Those who have own these stocks over the long term would have multibagger gains.

9. Tongher

A cyclical stock. Not easy to play in this sector. Presently, it is in its cyclical high.

10. Public Bank

A stalwart or slow grower.

11. Guan Chong

A turnaround and fast grower (but only for a year or so). Cyclical sector. Not easy to play these stocks but for those who spotted it in 2009, it did climbed 200% or so. However, to protect your gains, you need to sell and not hold long term. Not easy to play cyclical stocks. You need to buy right and also to sell right.

12. Pentamaster

A fast grower for the moment. A fast growth stock maybe highly priced. Be careful, but if you have spotted this before its price climbed, the rewards have been and can be huge.

13. GENM

Slow grower.

14. LPI

Slow grower that has delivered superior returns.

15. Scientex

Slow grower

>>>>>

2023-01-05 13:34

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Why was the hero of Netx, calvintaneng so exuberant on these 10 stocks?
The answer is because by his analysis, all these 10 stocks trade at a big discount to their intrinsic value.

On August 2017, calvintaneng provided his intrinsic values for his 10 stocks.

INTRINSIC VALUE
WTK 289
BJ Corp 500
MRCB 500
Bonia 150
Media Prima 200
CBIP 600
MUI 150
PBA 300
OPCOM 150
EIG 300

2023-01-05 15:27

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

In August 2017, these 10 companies were trading at the following prices (in sen):
WTK 82
BJ Corp 32
MRCB 119
Bonia 55.5
Media Prima 75
CBIP 198
MUI 16.5
PBA 126
OPCOM 57.5
EIG 90


By calvintaneng's intrinsic value for these stocks in August 2017, the upside potentials for price appreciation of these stocks were as listed.

Potential Upside
WTK 252%
BJ Corp 1463%
MRCB 320%
Bonia 170%
Media Prima 167%
CBIP 203%
MUI 809%
PBA 138%
OPCOM 161%
EIG 233%


The potential upsides for these 10 stocks according to calvintaneng were a low of 138% (PBA) to a high of 1463% (BJCorp).

But alas, after 5.5 years of calvintaneng's listing of his 10 severe bargains, these are their returns today, should you have bought these stocks like calvintaneng in August 2017.

From 21.8.2017 to 4.1.2023
(slightly more than 5.5 years)

Gain/Loss
WTK -41%
BJ Corp -6%
MRCB -76%
Bonia 311%
Media Prima -43%
CBIP -44%
MUI -55%
PBA -40%
OPCOM 27%
EIG -66%

or

Over the last 5.5 years, here are the returns of the 10 stocks of calvintaneng

The obvious 1 big winner is BONIA (+311%).

There are 7 big losers. They lost from -40% to -76%.

OPCOM gains 27% while BJCorp lost -6%.

2023-01-05 15:53

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

An obvious question raised by calvintaneng's post in this thread is, "Why were his intrinsic values for these companies in August 2017 were so much higher than their share prices in August 2017?

Wasn't calvintaneng a clever chap, since he was able to identify so many undervalued stocks in August 2017? These were not just undervalued, they were severely undervalued; just look at calvintaneng's intrinsic values for these stocks.

Do you believe in the efficient market hypothesis? I do. But I don't agree that the stock market is efficient ALL the time. That's why the hard working investor can diligently sometimes find an undervalued good/great company to invest into.

But, calvintaneng was able to identify 10 deeply undervalued stocks. How did he come about his valuation of these stocks?

Did he apply conservative assumptions in his valuation of their intrinsic values? Perhaps he did, or perhaps he did not.

Did he make mistakes in their valuation? If yes, these were MANY mistakes, not just the occasional ones. Should we be cautious in his promotions? Perhaps, we should not be cautious over this calvintaneng's promotions despite so many obvious mistakes?

Perhaps, calvintaneng wished to blame these 10 stocks on bad luck. It was just bad luck on that period. In other times, he had been in better luck. Should calvintaneng blamed these high intrinsic values not being achieved by his 10 stocks to bad luck? Or perhaps, he should not.

2023-01-05 17:24

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Another question raised is, "Why is such a smart person like calvintaneng who floods this forum with repeated words of wisdom, quoting from Buffett to Peter Lynch, got his 10 stocks so wrong in August 2017? I hope you agree his 10 stocks selection in August 2017 were just terrible, using whatever comparison measures.

Might calvintaneng be a better investor if he had taken time to study his own mistakes, before continuing to show to others his prowess and cleverness.

What lessons might calvintaneng gained from these 10 stocks of his? Since he did give the intrinsic values for each of these stocks, might we assume he did do some work on deriving these. If he did, he could have reworked his valuation and learned where he might have made his mistakes. His intrinsic values by any measures were just far too high. Was calvintaneng prone to mania or depression? Perhaps, in this hypomanic phase, calvintaneng could see no risk and just rewards, huge ones as so.?

2023-01-05 17:38

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Can I conclude that given calvintaneng's very very high intrinsic values for these 10 stocks, might he be in one of his high mood swings phase? Will need his friends or family members to look out for this, in case.

2023-01-05 17:40

Sslee

My note on intrinsic value

Technical Analysis (TA)

Technical analysis is a trading discipline employed to evaluate investments and identify trading opportunities by analyzing statistical trends gathered from trading activities, such as price movement trade volume and focus on patterns of price movements, trading signals and various other analytical charting tools to evaluate a security's strength or weakness. Thus TA pattern is influence by Greed & Fear (Behavior pattern) and will be most effective if use together with FA Qualitative study of Economic condition and Industry condition that create greed and fear where people will panic buy or panic sell as no one will look at FA quantitative financial data

Fundamental analysis (FA)

Fundamental analysts study anything that can affect the stock's value, including macroeconomic factors (e.g. economy and industry conditions) and microeconomic factors (e.g. financial conditions and company management). The end goal of fundamental analysis is to produce a quantitative value (Intrinsic Value) that an investor can compare with a stock's current market price, thus indicating whether the stock is undervalued or overvalued. Fundamental analysis is a method of evaluating a stock in an attempt to assess its intrinsic value.

In summary Fundamental Analysis cover:
QUANTITATIVE
Financial data/ratio contain in current and past financial report.
QUALITIVE
Economy condition (Current and future)
Industry condition (Current and future)
Company management (Current and future)
Profit growth prospect (Current and future)

In short what many people term as Business Sense (BS) is actually the qualitative part of Fundamental Analysis. BS is subset of FA.

Beside explaining the relationship between TA, FA and BS, I emphasis important of reading financial report: P&L statement, Balance sheet, Cash Flow and working out the intrinsic value.

Definition: Intrinsic value is the Present value of the investment of all the expected cash flow over the lifetime discounted at the appropriate discount rate.

Intrinsic value = (CF1/ (1+d)^1) + (CF2/(1+d)^2) + ----- +(CFn/(1+d)^n)

Where:
CF = Cash Flow in the Period
d = Discount rate
n = The period number
This Intrinsic value is actually a Discounted Cash Flow (DCF)
Example of intrinsic value of INSAS is then the Sum of DCF expected cash flow from varies business streams.
For INSAS assets rich case, it is my opinion that the liquid assets minus total liabilities should be added to this intrinsic value.

My main take away is not on promoting INSAS but promoting shareholders activism: Shareholder activism is not a privilege - it is a right and a responsibility. When we invest in a company, we own part of that company and we are partly responsible for how that company progresses. If we believe there is something going wrong with the company, then we, as shareholders, must become active and vocal- Mark Mobius.

2023-01-05 17:40

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2019-12-03-story242906-THE_PROBLEM_OF_3iii_IS_HE_HAS_TUNNEL_VISION_IN_INVESTMENT_HE_CANNOT_SEE_WHAT_OTHERS_SEE

3iii THINKS HE IS SO CLEVER REJECTING ALL OTHERS EXCEPT HIS VERY FEW AND NARROW GROUP OF SLOW GROWTH STOCKS & CALL ALL OTHERS GRUESOME



IN ACTUAL FACT HE HAS A GRUESOME DISTORTED OPPINIONATED WORLD VIEW WITH TUNNEL VISION



3iii IS GRUESOME INDEED!!!



STAY AWAY PLEASE.

>>>>>


I think this was written in desperation by calvintaneng during our discussions on NETX from 2019 to 2021.

In any case, the hero of NETX title is bestowed on calvintaneng. Given the facts, calvintaneng was not only slightly wrong but absolutely wrong.

2023-01-05 17:46

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥


This post applies to the 10 stocks selected by the hero of NETX too.

>>
Best Regards
Calvin

UZMA IF THEY LISTENED TO 3iii WOULD HAVE MISSED 100% UPSIDE AT RM1.10 When Calvin told all to sell & take profit

See

https://www.eaglevisioninvest.com/sell-uzma-sell-carimin-buy-opcom-redtone-netx-others/
>>>>

Chapter 20 - “Margin of Safety” as the Central Concept of Investment

A single quote by Graham on page 516 struck me:

Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions.

Basically, Graham is saying that most stock investors lose money because they invest in companies that seem good at a particular point in time, but are lacking the fundamentals of a long-lasting stable company.

This seems obvious on the surface, but it’s actually a great argument for thinking more carefully about your individual stock investments. If most of your losses come from buying companies that seem healthy but really aren’t, isn’t that a profound argument for carefully studying any company you might invest in?

2023-01-06 08:23

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

BARGAINS MUST ALSO SATISFY OTHER CONDITIONS.

Just because a stock sells at or below its net asset value does not warrant that it is a sound purchase.

In addition to below market values, the investor also must demand
- a strong financial position,
- a satisfactory p/e ratio, and
- an assurance that the firm’s earnings will be sustained over the years.

This is not an entirely difficult bill to fill except under dangerously high market conditions.

However, the investor will forgo the most brilliant, high growth prospects.

2023-01-06 22:43

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

When it comes to bad businesses, I must know that it is a bad investment however attractive the valuation may seem. I love how Charlie Munger explains that – “a piece of turd in a bowl of raisins is still a piece of turd”…and…“there is no greater fool than yourself, and you are the easiest person to fool.”

2023-01-12 17:53

stockraider

If u test check the 15 stocks below selected by 3iii selected more than 5 yrs ago, the majority underperformed loh!

If benchmark agst Insas for the same period these stock performed over a mile mah!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 week ago | Report Abuse

>>>>

Posted by 3iii > 2017-08-22 17:27 | Report Abuse

The thrill of investing in stocks, using Peter Lynch's classification of companies.


1. Dutch Lady

A fast grower in its early days. Now a stalwart.


2. Nestle

A stalwart and slow grower. Generating high FCF with little capex requirement.

3. Aeon Credit.

A fast grower. Financial stock. High risk sector.

4. Guinness

A stalwart or slow grower.

5. Petdag

A fast grower over the last decade. Smaller company then, adding 50+ new petrol stations per year. Now a slow grower or stalwart.

6. HaiO

A gruesome stock that turned around in 2005 / 2006. Those who spotted this then would have a lot of gains when others started to show interest in it. Presently, a slow grower stock. Not to be dismissed.

7. KAF

For years, this stock lingered at price below its net asset value. In its book was a piece of land in Jalan Kia Peng which was worth a lot more. This land was subsequently repriced and the company eventually taken over by the majority shareholders. This was an asset play stock.

8. Topglove and Hartalega

These companies were fast growers. They are also in a cyclical sector. Essentially, they are cyclical growth stocks. Those who have own these stocks over the long term would have multibagger gains.

9. Tongher

A cyclical stock. Not easy to play in this sector. Presently, it is in its cyclical high.

10. Public Bank

A stalwart or slow grower.

11. Guan Chong

A turnaround and fast grower (but only for a year or so). Cyclical sector. Not easy to play these stocks but for those who spotted it in 2009, it did climbed 200% or so. However, to protect your gains, you need to sell and not hold long term. Not easy to play cyclical stocks. You need to buy right and also to sell right.

12. Pentamaster

A fast grower for the moment. A fast growth stock maybe highly priced. Be careful, but if you have spotted this before its price climbed, the rewards have been and can be huge.

13. GENM

Slow grower.

14. LPI

Slow grower that has delivered superior returns.

15. Scientex

Slow grower

2023-01-13 18:10

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

It's important to note that investing in the stock market is not a surefire way to make money, and investors should always be prepared for the possibility of losses. It's important to have a well-defined investment strategy and to conduct thorough research before making any investment decisions.

2023-01-17 15:24

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Ill-informed investors: Those who invest without doing proper research or understanding the risks and fundamentals of a company or the market can make poor investment decisions and ultimately underperform.

2023-01-17 15:27

Phoebe

When i read this, i thought this is this report was produce this year. Look clearly, it was 2017. BJcorp was 32c then and 32c now. 6 years still remain the same. Time flies....

2023-01-17 16:21

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>>>>
Posted by calvintaneng > 2017-08-22 18:22 | Report Abuse

A gruesome company over time may gradually turn good, and becomes a turnover stock.

Gruesome company like Dutaland, Bj Corp & Bpuri Will Turn Into

SUPER STOCK

SEE CALVIN HIT JACKPOT IN DUTALAND TODAY!!

WAHAHAHA!!!! WAHAHAHA!!!


WAHAHA!!!!

A RM750 MILLION CASH SHOWERS FALLING ON DUTALAND

SEVEN HUNDRED AND FIFITY MILLIONS RINGGIT FOR DUTALAND's PLANTATION LANDS IN SABAH!!

THIS TIME ALL SUPER SUPER KAYA LEOW!!!!


WUHUHUHU!!!

YEEEEEEEEEEEEEEEEEEEEEEEEEHAAAAAAAAAAAAAAAAAA!!!!!


HAHAHA!!!
22/08/2017 18:13
>>>>>>

Look at the share price of these 3 counters recommended by the hero of Netx, calvintaneng in August 2017. Dutaland, BJCorp and BPuri have seen steady declines in their share prices from 2017 to now.

Those who pray to the hero of Netx, calvintaneng for guidance in stock, should be aware and be careful with their hard earned money.

2023-01-18 06:36

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Over the last 5 years (from 2017 to today), the changes in the share prices of these 3 stocks loved by the hero of Netx, calvintaneng, are as follows:

Dutaland - 54.1%
BPuri - 86.67%
BJCorp +1.52%


Dear calvintaneng,

Please learn from your mistakes. A fool is one who fails to learn from his mistakes and continues to do the same things hoping for different outcomes. An obvious lesson is a GRUESOME COMPANY CAN REMAIN GRUESOME FOR A VERY LONG TIME. Another is many lost money because they "fell in love" with the gruesome company at a time when it showed a temporary period of good fortune. More painful still is the opportunity costs of not investing in a great company that has delivered gains in the same period.

Regards
3iii

2023-01-18 07:06

stockraider

Enough lah!
If u check Dlady price in 2017 compare with now, U completely underperformed mah!

Lesson :Do not invest in overvalued stock mah!

2023-01-18 08:52

nicholas99

Dnex is too cheap to ignore after the director spats.

2023-01-18 09:51

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Some good advice for the hero of Netx, calvintaneng.

Here are a few pieces of advice for someone who has had difficulty with stock investing in the past:

Educate yourself: Learn as much as you can about the stock market and different types of investments. Understand the risks and potential rewards associated with different stocks and sectors.

Have a plan: Develop a strategy and stick to it. Decide on your risk tolerance, investment goals, and the types of stocks you want to invest in.

Diversify your portfolio: Don't put all your eggs in one basket. Spread your investments across different sectors and companies to reduce the risk of losing all your money if one stock performs poorly.

Keep a long-term perspective: Investing in the stock market is a long-term game. Don't make impulsive decisions based on short-term market fluctuations. Stay patient and stay the course.

Keep your emotions in check: Don't let fear or greed guide your investment decisions. Stick to your plan and don't let emotions cloud your judgement.

Be patient: Stocks can be volatile, so it may take some time before you see a return on your investment. Investing is a long-term process, so be patient and stay the course.

Use stop loss: ?

Have a proper risk management plan.

It's also important to remember that investing in the stock market comes with risk, and there's no guarantee of returns. It's important to only invest money that you can afford to lose.

2023-01-19 08:19

gladiator

Share market is really bad these days. So someone have to find out others buy call all the way back to 2017 and review it in 2023 and the argument start for the fun of it. But I just wanna ask why review other people stock call in 2023 high interest rate recession bear market?

2023-01-19 13:38

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Gladiator
Happy Chinese New Year to you and all.
Just look at the charts of his calls for these 10 stocks since 2017.
The prices have just gone progressively from the day he called these stocks till today.
The prices did not just go down because of the bear market.
The prices were following more the deteriorating fundamentals of these companies.

Share with us here your opinions if you think otherwise.

2023-01-23 11:24

SEE_Research

Post removed.Why?

2023-02-22 22:11

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Chapter 20 - “Margin of Safety” as the Central Concept of Investment

A single quote by Graham on page 516 struck me:

Observation over many years has taught us that the chief losses to investors come from the purchase of low-quality securities at times of favorable business conditions.

Basically, Graham is saying that most stock investors lose money because they invest in companies that seem good at a particular point in time, but are lacking the fundamentals of a long-lasting stable company.

This seems obvious on the surface, but it’s actually a great argument for thinking more carefully about your individual stock investments. If most of your losses come from buying companies that seem healthy but really aren’t, isn’t that a profound argument for carefully studying any company you might invest in?

2023-02-24 07:18

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

In August 2017, these 10 companies were trading at the following prices (in sen):
WTK 82
BJ Corp 32
MRCB 119
Bonia 55.5
Media Prima 75
CBIP 198
MUI 16.5
PBA 126
OPCOM 57.5
EIG 90

===
On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82]
BJ Corp 30 {32]
MRCB 62 [119]
Bonia 173 [55.5]
Media Prima 44 [75]
CBIP 136 [198]
MUI 6.0 [16.5]
PBA 224 [126]
OPCOM 50 [57.5]
EIG 31 [90]


[] denotes price at time of calvintaneng's recommendation to buy.

2024-02-16 17:55

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

In August 2017, these 10 companies were trading at the following prices (in sen):
WTK 82
BJ Corp 32
MRCB 119
Bonia 55.5
Media Prima 75
CBIP 198
MUI 16.5
PBA 126
OPCOM 57.5
EIG 90

===
On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82]
BJ Corp 30 {32]
MRCB 62 [119]
Bonia 173 [55.5]
Media Prima 44 [75]
CBIP 136 [198]
MUI 6.0 [16.5]
PBA 224 [126]
OPCOM 50 [57.5]
EIG 31 [90]


[] denotes price at time of calvintaneng's recommendation to buy.

2024-02-16 17:55

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82]
BJ Corp 30 {32]
MRCB 62 [119]
Bonia 173 [55.5]
Media Prima 44 [75]
CBIP 136 [198]
MUI 6.0 [16.5]
PBA 224 [126]
OPCOM 50 [57.5]
EIG 31 [90]


[] denotes price at time of calvintaneng's recommendation to buy in August 2017.
8 losses, 2 gains

2024-02-16 17:56

calvintaneng

Post removed.Why?

2024-02-16 20:34

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82]
BJ Corp 30 {32]
MRCB 62 [119]
Bonia 173 [55.5]
Media Prima 44 [75]
CBIP 136 [198]
MUI 6.0 [16.5]
PBA 224 [126]
OPCOM 50 [57.5]
EIG 31 [90]


[] denotes price at time of calvintaneng's recommendation to buy in August 2017.
8 losses, 2 gains

TOP 10 OVERSOLD STOCKS TO BUY NOW WHILE STILL VERY CHEAP! (Calvin Tan Research)
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/130378


calvintaneng peppered this forum with so many posts. The above is one of his many posts.

When Bonia went up over the last 2 years, he crowed. But, the truth is, from the above post, calvintaneng is selective in highlighting his "winners" when in fact, he had so many "losers" which he conveniently hid tightly.

At least, calvintaneng should comment how wrong he was when he recommended these 10 stocks which he considered very undervalued and got these so wrong. That shows integrity.

Do not sidetrack people with good ideas by talking so much that are irrelevant. At least, admit and tell the truth. Admit that he got it so wrong. What is wrong with this admission? :-) Have a good Chinese New Year. Cheers.

2024-02-16 21:18

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

1. Great minds talk about ideas
2. Good minds talk about things
3. Weak minds talk about people

2024-02-16 21:20

calvintaneng

Post removed.Why?

2024-02-16 21:22

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

ca;vintaneng just does not admit. What can be more transparent than what was posted? Here is a post when he said these were the 10 most undervalued stocks to buy. A few years later, we learned the truth. The truth showed otherwise. Just be a man, and admit that you got it so wrong.

Yes, also very dishonestly too, we only heard him crowing his Bonia and truly, this is just typical of him: highlighting his winners among so many losers. I sensed his losers overwhelmed his small number of winners. Enough is enough. We need those who are sharing great investment knowledge and finds in this forum. Stop peppering this forum with dishonest posts. Regards

P/S: ... and there was his 2 years promotion of NETX too. :-)

2024-02-17 08:20

stockraider

This useless 3iii has been targeting sifu calvin tan with his bias comment for a long time loh!
3iii should look into the mirror and reflect how are the performance of his top holding Dlady & Nestle since 2017, b4 making unfair & unjustify comment at sifu calvin loh!

Btw sifu calvin have make many many successful call buy & alot of people benefited from his pick including raider loh!

The recent sifu calvin calls on high exposure on plantations are very strategic & defensive and it is meant to protect investors from simply buying into rubbish & overvalue stocks mah!

Buying into plantation co.....which have big exposure to finite land at very cheap price is a very intelligent way for long term fundamental investors loh!

Some of great plantation call by sifu calvin & already proven bringing in very good return todate are bplant & jtiasa mah!

I believe calvin tan huge call on TSH will start to bring huge return loh!
General Raider has followed calvin & bought into TSH at Rm 1.01 and Cepat at Rm 0.71, and General raider is very confident good tidings are coming loh!

Do not listen to the naysayers like 3iii, See and Mike as there serve no purpose in your successful money making scheme mah!

2024-02-17 11:21

Balian de Ibelin

Raider
You went bankrupt and Calvin helped you.
Each and every person inside i3 forums knows this.

Thats why you helped Calvin in the NetX dodgy deal.
Now you again help Calvin, defending against 3iii.

Its time for you to stop hammering in those coffin nails into Calvin's coffin.
Calvin will be buried without your help.
You help Calvin = Means Calvin is guilty, everyone knows this.

2024-02-17 11:45

stockraider

General Raider & Calvin Tan are Great Allies bcos we share many common success criteria mah!

Btw Calvin Tan has knack of picking great stocks, thus in order to be successful u should careful go thru Calvin Usual Great Pick & pick some to follow mah!

2024-02-17 11:59

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>
Posted by stockraider > 2 hours ago | Report Abuse

This useless 3iii has been targeting sifu calvin tan with his bias comment for a long time loh!
3iii should look into the mirror and reflect how are the performance of his top holding Dlady & Nestle since 2017, b4 making unfair & unjustify comment at sifu calvin loh!
>>>


It was very interesting to see calvintaneng and his side-kick raider posting on my Petdag, Nestle and now DLady.

Perhaps they should know that these long term stocks remain and are still multi-baggers in my portfolio.

Regards.

2024-02-17 13:43

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

>>>
stockraider

General Raider & Calvin Tan are Great Allies bcos we share many common success criteria mah!

Btw Calvin Tan has knack of picking great stocks, thus in order to be successful u should careful go thru Calvin Usual Great Pick & pick some to follow mah!

>>>
I think raider was unhappy to know the truth. :-)
On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82]
BJ Corp 30 {32]
MRCB 62 [119]
Bonia 173 [55.5]
Media Prima 44 [75]
CBIP 136 [198]
MUI 6.0 [16.5]
PBA 224 [126]
OPCOM 50 [57.5]
EIG 31 [90]


[] denotes price at time of calvintaneng's recommendation to buy in August 2017.
8 losses, 2 gains

TOP 10 OVERSOLD STOCKS TO BUY NOW WHILE STILL VERY CHEAP! (Calvin Tan Research)
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/130378


calvintaneng peppered this forum with so many posts. The above is one of his many posts.

When Bonia went up over the last 2 years, he crowed. But, the truth is, from the above post, calvintaneng is selective in highlighting his "winners" when in fact, he had so many "losers" which he conveniently hid tightly.

At least, calvintaneng should comment how wrong he was when he recommended these 10 stocks which he considered very undervalued and got these so wrong. That shows integrity.

Do not sidetrack people with good ideas by talking so much that are irrelevant. At least, admit and tell the truth. Admit that he got it so wrong. What is wrong with this admission? :-) Have a good Chinese New Year. Cheers.

2024-02-17 13:46

stockraider

Do u all notice that 3iii like raider has been criticizing Icap TTB for lack of good performance return for the last 7 yrs ? Surprisingly the excuse given by TTB is exactly the same like what 3iii had given loh!

Quote by 3iii

"It was very interesting to see calvintaneng and his side-kick raider posting on my Petdag, Nestle and now DLady.Perhaps they should know that these long term stocks remain and are still multi-baggers in my portfolio."

3iii should focus on what have went wrong on Nestle & Dlady for the past 7 yrs, instead of making bad excuse & trying to divert attention from his failure by attacking sifu calvin loh!

In other words, 3iii should study & learn what have gone wrong in Nesle & Dlady and explain to us what action had been done to improve his investment return going fwd loh!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 22 hours ago | Report Abuse

>>>
Posted by stockraider > 2 hours ago | Report Abuse

This useless 3iii has been targeting sifu calvin tan with his bias comment for a long time loh!
3iii should look into the mirror and reflect how are the performance of his top holding Dlady & Nestle since 2017, b4 making unfair & unjustify comment at sifu calvin loh!

2024-02-18 13:13

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥


On 16.2.2024, these 10 companies were trading at the following prices (in sen):
WTK 50 [82] ….. -39.0%
BJ Corp 30 {32] ….. -6.3%
MRCB 62 [119] ….. -47.9%
Bonia 173 [55.5] ….. 211.7%
Media Prima 44 [75] ….. -41.3%
CBIP 136 [198] ….. -31.3%
MUI 6.0 [16.5] ….. -63.6%
PBA 224 [126] ….. 77.8%
OPCOM 50 [57.5] ….. -13.0%
EIG 31 [90] ….. -65.6%

[] denotes price at time of calvintaneng's recommendation to buy in August 2017.
8 losses, 2 gains

TOP 10 OVERSOLD STOCKS TO BUY NOW WHILE STILL VERY CHEAP! (Calvin Tan Research)
https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/130378


calvintaneng peppered this forum with so many posts. The above is one of his many posts.

When Bonia went up over the last 2 years, he crowed. But, the truth is, from the above post, calvintaneng is selective in highlighting his "winners" when in fact, he had so many "losers" which he conveniently hid tightly.

At least, calvintaneng should comment how wrong he was when he recommended these 10 stocks which he considered very undervalued and got these so wrong. That shows integrity.

2024-02-19 11:15

stockraider

Taking 3iii info on Dlady......it was trading at around Rm 65 per share about 7 yrs ago loh!
At the time 3iii was big singing n praising Dlady at such a high price which is overvalue loh!
Just look at the matrix of dlady at that time loh!
NTA around Rm 6.00
PE above 60%
Div yield around 1.5%

How can u support such an overvalue share, if u r a genuine investors leh ?
The main issue lies with 3iii is dishonesty pushing a highly overvalue bluechip dlady to the naive i3 investors loh!

Thats why people like Raider, Leno & calvin tan came out strongly to refute 3iii for his dishonesty which was proven correct if u look at Dlady price now around Rm 23.00 loh!

U see when Dlady was above Rm 65.00, 3iii singing loud praises of Dlady but when the price collapse to Rm 23.00 this 3iii is very silence like a dumbell loh!

Rightfully u should promote the stocks when its price is low....just like what Raider did when Insas was Rm 0.67 (even b4 preference share & warrant scheme}, General Raider was promoting heavily insas until to the extend Philip was so annoyed and come out to bet with Raider on his QL Rm 6.70 v Insas Rm 0.67 loh!

To cut the story short, the end result raider won the bet loh!
But General Raider as a ....gentleman did not want Philip to pay up for the bah kut teh & the purpose message cost as Philip had promise bcos Raider knows, that he already score the point no point making philip embrass loh!

The morale of the story here is that u.....do not ever promote "An overvalue stock like the case of dlady mah" bcos this will cause losses to naive investors loh!

U only promote deep undervalue stock with very big margin of safety, bcos this will help investors to make alot of money safely like the case of raider promote insas mah!

This is what we call genuine fundamental investment loh!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2 hours ago | Report Abuse

Stock 2004 2024
UMW 2.50 5.00 (taken private)
DLady 4.80 23.00
Nestle 23.00 120.00
Petdag 3.50 22.00


Just pointing to calvintaneng the difference between truth and lies. Good morning.

It is truly remarkable, the power of compounding and the ability to identify these companies with earnings power over the long term.

Do you know that DLady was priced RM 1.60 per share, Nestle RM 6 to RM 8 per share and Petdag RM 2.00 per share in the 1990s?

The prices of these stocks have dropped from their highest and DLady has dropped a lot. There are various reasons for these. How you exploit these opportunities depend on how you approach your investing. Regards.

2024-02-19 12:05

Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥

Calvin Tan
Iinvestor Blogger
Calvin Tan
With 31 years of experience, Calvin began his
investing journey in 1992 with an IPO bui
struggled with losses for many years. When
Calvin stumbled upon a book by Dr. Neoh
Soon Kean on value investing , in the year
2005, and has been applying these principles
to his trading strategy. Since then, he has
managed to make up for his past losses and
also achieved significant profits from his
investments. Now, as a firm believer in the
power of valle investing, Calvin is passionate
about sharing his knowledge with others

2 months ago

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