THE INVESTMENT APPROACH OF CALVIN TAN

BERJAYA CORPORATION - THE BERKSHIRE HATHAWAY OF MALAYSIA

calvintaneng
Publish date: Fri, 12 Feb 2016, 10:07 AM
calvintaneng
0 1,803
Hi Guys,

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

BERJAYA CORP (Stock Quote 3395) THE BERKSHIRE HATHAWAY OF MALAYSIA!

BERKSHIRE HATHAWAY HAS RECENTLY CROSSED US$200,000 (RM630,000) FOR THE FIRST TIME IN HISTORY!

It Has To Be – Sooner Or Later! Investing In Profitable Companies Is The Only Way To Go!  All Forms of  Monetary Investments  End Here – The Ultimate of The Ultimate – PROFITABLE COMPANIES! – LISTED OR UNLISTED!

1) INVESTING IN STOCK OR SHARES OF COMPANIES.

When We Invest In The Stock Market We Are Investing In Actual Companies Producing Real Goods & Services For The Betterment of Society. These Companies Are Set Up To Create Wealth For Its Owners and Shareholders. This “Free Enterprise” Spirit Moves All Things In The World! And We Live, Move and Have Our Existence In It.

2) INVESTING IN UNIT TRUSTS.

Or we can invest in Unit Trusts or Investment Funds.

These Funds Run By Professional Experts In Turn Invest In Shares of Good Companies. For Their Expert Services We Have To Pay Them A Fee.

3) INVESTING IN INSURANCE

Again Insurance Companies Like Great Eastern Life Invest Our Monies In The Stock Market. So to get Adequate Gains To Pay For Your Insurance & Extra on Maturity. And Insurance As An Investment Is Worst Than Unit Trust. For The Higher Fees they charge. So if you take Insurance as a Form of Protection is OK. Buying  Insurance as a Form of Investment is definite a No No!

Now You Want To Avoid Risky Stock Market. Where then could you park your money?

4) INVESTING IN BOND

What is a Bond? A bond is like a loan. In this case lending money to Companies with fixed rate. Again we Are DEALING With LISTED & UNLISTED Companies. Of Course Bond Holders Get Paid First Before The Shareholders. You only take less risk for less profit. But Bond performance still rest on the Performance of Companies.

5) KEEPING MONEY IN EPF (Malaysia)  / CPF (Singapore)

This is a Safer Form of Investment? But do you know that In Order To Give You Better Rates Than Bank Both EPF & CPF  In Turn Invest Your Monies in The Stock Market?

In Malaysia EPF Invest In Hundreds of KLSE Listed Companies. Even Singapore GIC (Manages CPF) Invest In Companies Like Pantai & Parkson.So Your Monies Still End Up in KLSE.

6) KEEPING CASH IN BANK FIX DEPOSIT ACCOUNT.

The Phrase “Safe As The Bank” Is Only Partially Correct. But Not Completely. You see The Monies You Put in The Bank For Fixed Interest Is In Turn Loan Out To Generate A Better Yield. So the Bank Lend Money To Companies For A Profit.

And Banks lend money to Real Estate Developers like KSL, Daiman, IJM land and Others. Also To Food Manufacturers Like London Biscuits, Guan Chong, Hup Seng, Apollo & Others. Also To Listed Motor Vehicle Companies, Toll Road Operators, Conglomerates Like BJ Corp, IJM, SIME DARBY and Many, Many Others.

So Your Monies Still End Up With Listed Companies.

What If The Banks Decide to Diversify & Lend To Consumer Direct?

NOTE:  IN BANK CAC THERE ARE TWO DIVISIONS – CONSUMER LOAN SECTION & CORPORATE LOAN SECTION.

Now Let’s See. You Borrow Money To Buy A House. You Most Probably Buy From SP Setia, Hua Yang, YNH Property, IJM Land, Keck Seng, KSL, Country View, Daiman or Other Listed Companies. So You Are Still Dealing With Companies. In this Case You Are Buying Their Goods.

What If You Buy Cars? Yes, if Borrow Monies To Buy Perodua Cars you are dealing with MBM Resources, if Toyota you deal with UMW, Mazda BJ Auto, BMW Sime Darby, If you buy Honda Oriental & Nissan – Tan Chong. So you can’t escape from Dealing with Listed Companies. Even the Banks you borrow money or put your savings are all Listed – Public Bank, Affin Bank, CIMB Bank, Alliance Bank & Maybank!

So Like It Or Not You Have To Deal With Companies!

Since Companies Are All Pervasive in Their Presence In Every Level of Our Lives We Must Invest In The Ultimate – WE MUST FIND THOSE COMPANIES THAT WILL GENERATE THE MOST WEALTH FOR SHARE HOLDERS.

AND BJ CORP HAS THE MOST PROFITABLE COMPANIES UNDER ITS VAST EMPIRE IN MALAYSIA LIKE BERKSHIRE HATHAWAY IN THE USA.

These Are The Companies of Berjaya Corp

1) BERJAYA FOOD (Price Was 80 Cents. Now RM3.09  Up 286%)

2) BERJAYA AUTO (Was RM1.50 in Oct.2013. Now RM2.83. Up 88% in 11 months)

3) BERJAYA ASSET (Was 30 Cents. Now 97.5 cents. Up 225%) Johor Sultan also invested!

4) MAGNI TECH (Up 400%) Very Profitable Growth Stock.

5) ATLAN (Up 135%) Another Good Performing Stock.

The Companies in The Constellation of BJ Corp are Very Vast In Its Spread.

Mazda Cars. Top Seller is Mazda CX 5. Outsell Honda CRV. Mazda CX 5 has a 4 month waiting time. You can get Honda CRV on the spot. Mazda CX 5 is a much better SUV than Honda CRV

Star Buck Coffee. A Branded Name Like Coca Cola own   by Berkshire Hathaway.

Papa John Pizza.

COSWAY ( More than 1,500 Outlets)

THE STORE Super Market (Warren Buffet has Walmart)

BERJAYA SOMPO INSURANCE ( Berkshire Hathaway has Gecko Insurance.)

BERJAYA CAPITAL

7 Eleven (Listed Separately.)

McDonald (Not Listed.)

U Mobile (Not Listed)

TMC Life (Sold to Peter Lim The Remisier Tycoon from Singapore.)

KENNY ROGERS (Another Fast Food like KFC)

BERJAYA HILLS (Colmar Tropical French Resort.)

BERJAYA TIMES SQUARE (IN KL CBD)

BERJAYA TIOMAN RESORT

BERJAYA AIR (Small Airline.)

BERJAYA LAND (Own Many, Many Undervalue Assets.)

BERJAYA PULAU REDANG RESORT

BERJAYA JEJU RESORT (KOREA)

BERJAYA OKINAWA (Japan)

The List Goes On & On… BJ Corp – The Berkshire Hathaway of Malaysia.

BERJAYA CORP ALSO OWN MANY, MANY ASSETS WHICH WERE BOUGHT LONG AGO. ALL NEVER BEEN REVALUED OR UPDATED LIKE MUI BERHAD.

Let’s Take 2 As Examples

1) BUKIT TINGGI FRENCH THEMED 235 ROOM HOTEL & GOLD RESORT

The Lands Have An Amazing Value of RM1.45 psf Only. What About The Hotels, The Gardens & All Other High Quality Well Built Expensive Structures – ALL FREE!

Noteworthy Note:

Peter Lynch From USA Once Visited The Volvo Factory in Europe. The Top Boss at Volvo was amused when Peter asked to see their Company Accounts. But they kindly consented to his request. Peter was greatly surprised that Volvo is Very CASH RICH and shares of Volvo were selling for Volvo’s Cash Only. All The Factories, Machinery , Inventories and Volvo Cars WERE ALL TOTALLY FREE!

Upon returning to America Peter Lynch bought and loaded  up all the Volvo shares his Magellan Fund Could Afford. Magellan Fund grew 39% Yearly – Beating even Warren Buffet’s Berkshire Hathaway at 25% a year.

 

2) DEVELOPMENT LANDS (FREEHOLD) IN BATU PAHAT

Book Value In Year 1997 – A Mere RM2.14 psf. Amazing! Batu Pahat is one of Five Bullet Train Stop From KL to Singapore. Development Land near Petronas Twin Tower in KL has crossed RM3,000 psf. At RM2.14 psf There Is Great Mispricing Here Indeed!

ALL THE LISTED COMPANIES OF BJ CORP HAVE APPRECIATED BY 88% TO 320%. WHILE BJ CORP SHARE PRICE HAS CRASHED FROM RM1.80 TO 41 CENTS – A CRASH OF 78%!!!)

EVEN WARREN BUFFET OF BERKSHIRE HATHAWAY HAS AN INTEREST IN BJ CORP.

In The 2013 Annual Report of BJ Corp – At No. 7 Top Substantial Shareholder is Goldman Sachs with 121 Million Shares!

And Goldman Sachs In Turn Is In The Top 11 Holdings of BERKSHIRE HATHAWAY of Warren Buffet – The Current World Number One Champion Investor!

Everyday Warren Buffet would read up to 1,000 pages of Financial News & Reports. Surely he has taken notice oBERJAYA CORP – THE BERKSHIRE HATHAWAY OF MALAYSIA.

 

HAPPY INVESTING,

CHEERS!

Calvin Tan

CALVIN TAN RESEARCH

 

NOTEWORTHY NOTES:

CALVIN TAN IMPORTANT RULES FOR SHARE INVESTMENTS

1) RULE NO. ONE

NEVER TO LOSE MONEY

2) RULE NO. TWO

NEVER CHASE A GOOD SHARE AFTER IT HAS SUDDENLY SHOT UP A LOT. AND NEVER SELL A GOOD SHARE AFTER IT HAS SUDDENLY DROPPED A LOT.

3) RULE NO. THREE

HE THAT IS LOW NEEDS FEAR NO FALL.

BJ CORP MEETS THIS THIRD RULE PERFECTLY AS ITS PRICE IS NOW TRADING AT 3 YEAR LOW. AND COMPANY SHARE BUY BACK WAS TRIGGERED AT 48 CENTS RECENTLY.

Please do your own due diligence. Buy/sell at your own discretion/

 

This entry was posted in Johor House For Sale and tagged . Bookmark the permalink.

 

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2 people like this. Showing 21 of 21 comments

calvintaneng

Hi Guys,

If good undervalue stocks with High NTA are not promoted bad stocks without intrinsic value will be.

We are in the midst of another Financial Crisis.

Please Stay Safe in Shares like Bj Corp & Pm Corp with SOLID NTA!

Both are in consumer business.

Since the Malaysian Ringgit has crashed against all foreign currencies Malaysia is now "ON SALE".

Expect A Surge in Inbound Tourism Into Malaysia.

As Such both Bj Corp & Pm Corp will benefit greatly,

CHEERS

Regards,

Calvin

2016-02-12 10:18

fangyew

LIKE - follow since 2010 :)

2016-02-12 10:42

fayeTan

Referring to these two statements...

"In The 2013 Annual Report of BJ Corp – At No. 7 Top Substantial Shareholder is Goldman Sachs with 121 Million Shares!

And Goldman Sachs In Turn Is In The Top 11 Holdings of BERKSHIRE HATHAWAY of Warren Buffet – The Current World Number One Champion Investor!"

This means that Goldman Sachs (GS) owns both BJCORP and BERKSHIRE. It does not mean Warren Buffet has interest in BJCORP.

2016-02-12 10:44

calvintaneng

FayeTan

Berkshire Hathaway owns Lots of Goldman Shares. Also Goldman preference shares. So much so that The Monies Warren Buffet committed to Goldman Sacs equal to the Top Amount of Monies from Berkshire Hathaway.

So Warren DO HAVE AN INDIRECT INTEREST IN BJ CORP

2016-02-12 10:51

speakup

calvin, u no mention berjaya redtone?

2016-02-12 10:52

calvintaneng

Note: The Amount of Monies Berkshire Invested in Goldman equal to TOP 11th Place.

That is Quite A Substantial sum.

As for PetronM I think too late to chase now. So better be careful.

2016-02-12 10:54

speakup

U-mobile under VT not Bjcorp. VT may inject U-mobile into newly acquired redtone.

2016-02-12 11:01

speakup

redtone is now VT's listed telco arm. U-mobile will be injected into redtone.

2016-02-12 11:03

calvintaneng

hpcp

Correct,

U Mobile is under Tan Sri VT own name.

And now another piece of good news

IN SINGAPORE TODAY's Newspapers' Headline:

CHINESE INFLUX, MARKETING BLITZ LIFT SINGAPORE TOURISM

A heavy influx of TOURISTS INTO SINGAPORE will spill over into Malaysia soon.

Malaysia is only 1/3 Singapore prices due to fallen ringgit.

After 9/11 when Twin Towers Collapsed in New York Tourists flocked back to the Great Apple. And Real Estates also sky rocketed in Manhattan

So Expect this Tourism Laggard Shares like Bj Corp & PM Corp to perform.

Buy before other discover this later.

Going to Booming Iskandar now.

See you later.

Have a productive day.

2016-02-12 11:04

calvintaneng

Yes, one more thing before I leave for Johor.

High possibility that Tan Sri VT might inject U Mobile into REDTONE.

High Royal Highness also bought Substantial Amount of REDTONE. And I heard from Redtone people in Johor that Redtone might enter Singapore market. True or not I need to SEE it in Singapore first.

Bye for now

2016-02-12 11:09

914601117

so, calvin...when to sell? the most important question

2016-02-12 11:47

Lewis Lee

Calvin Tan, Please promote BJ Corp everyday so that I can jump off this pirate ship ASAP !! Hahaha
Let's sing BJ Corp song together :-
"la la la, la la la la la la ..."
Please re produce the lyrics here, I have forgotten already ! Hahaha

2016-02-12 12:01

bugle

pirate ship? hahaha! Interesting, but not interested. There are always calls to buy / sell, but it's your own decision in pressing the buy / sell button. Anyway, good luck!

2016-02-12 12:35

chabalang

Comparing VT to Warren Buffett???...dunno whether to laugh or cry at your title. BJCorp has a lot of assets but cashflow generation? If you compare BJCorp vs BRK returns to shareholders over past 10 or 20 years, you will understand my meaning. Once every few years or longer, BJCorp may spike up but that after, back to square one.

2016-02-12 18:17

Desa20201956

He says Malaysia Warren Bufett.....

The boleh land version nobody trust.

2016-02-12 18:41

smalltimer

McD is personal holding but no longer have stake

2016-02-22 16:19

calvintaneng

Whoa!

Sell stone into gold price?

That is very mischievious & misleading indeed!

SHOULD BE

RECOMMENDING UNPOLISHED DIAMONDS WHICH ARE SOLD LIKE BARGAINS!

OR HIGHLIGHTING HIDDEN GEMS WHICH OTHERS OVERLOOKED

THAT IS THE CORRECT DESCRIPTION!

2016-02-22 16:23

ckkhen

What happen to Calvintan? He has been absent for a week.

2016-02-29 10:22

kyyang90

bjcorp aka berkshire malaysia?got it,attention whore...sorry,attention pimp in calvin case.LOL!

2016-12-29 08:47

calvintaneng

waking up ???

2021-03-30 17:03

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

BCORP
12.2.2016 34 SEN
7.3.2024 30 SEN

2 months ago

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