THE INVESTMENT APPROACH OF CALVIN TAN
LAST CALL! LAST CALL!! Sell Export Furniture Stocks & Switch To Oil Palm Stocks First Thing Tomorrow
calvintaneng
Publish date: Sun, 03 Apr 2016, 11:26 PM
calvintaneng
0 1,798
Hi Guys,
I have An Investment Approach I which I would like to all.
I have An Investment Approach I which I would like to all.
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Discussions
Be the first to like this. Showing 50 of 54 comments
Posted by buddyinvest > Apr 4, 2016 05:55 AM | Report Abuse
Calvin, will be in JB this noon. Come to Puteri Harbour for a lunch.
Buddy,
Really appreciates your nice gesture. Unfortunately I already got appointment today. So another day maybe.
I was in Puteri Harbour last week. A really beautiful place.
2016-04-04 07:08
One thing i notice is calvin sifu making call at all time low... not like other..
2016-04-04 10:08
Apa kuku? Omg unbelieve , Calvin you call sell all export stock . I agree with you, and hope you can make more idiot in i3 ,when All Export stock trading at PE10 above you no call sell , pohuat(2.00) vs(1.65) latitute(8.00) chinwell (2.00) hevea (1.65) , flbhd(3.00) now fell like hell PE trading at below 7 you call sell . Good. And your idiot follower buddyinvest 。 really super idiot when I see he comment
2016-04-04 20:35
Good evening everybody,
Today Jtiasa, TMakmur, Sarawak Plantation & MKH shot up in value to the cheers of all. Others are holding firm and going into strength.
I almost fainted due to the hot El Nino weather. So I bought a little more Palm Oil shares today.
2016-04-04 20:59
Posted by 10bagger10 > Apr 4, 2016 10:08 AM | Report Abuse
One thing i notice is calvin sifu making call at all time low... not like other..
Calvin replies,
10bagger10 is very wise to notice my calls. Always buy when it is cheap. Try to buy on a down day.
Like if Dow Jones crash 200 to 500 points overnight.
Then next day when Mr Market is in a panic to sell. That's the best time to bargain hunt cheap.
So best is to buy "at all time low".
2016-04-04 21:02
Posted by speculat0r > Apr 4, 2016 02:12 AM | Report Abuse
what to buy now? what counter mostly benefit from stronger ringgit?
Calvin suggests you put some money into laggard Oil Palm Stocks like
Kwantas, Dutaland, Cepat, MHC Plant & RSawit & others which still unmoved as yet.
Also some CBIP on weakness
YOU MUST HOLD TIGHT TILL End 2017 To SEE the FULL UPSIDE.
2016-04-04 21:05
Posted by speculat0r > Apr 4, 2016 02:12 AM | Report Abuse
what to buy now? what counter mostly benefit from stronger ringgit?
Calvin suggests you put some money into laggard Oil Palm Stocks like
Kwantas, Dutaland, Cepat, MHC Plant & RSawit & others which still unmoved as yet.
Also some CBIP on weakness
YOU MUST HOLD TIGHT TILL End 2017 To SEE the FULL UPSIDE.
2016-04-04 21:05
Posted by naruko > Apr 4, 2016 10:19 AM | Report Abuse
Becoz of calvin...I bought some palm oil stock....tq calvin
Calvin thinks you are one smart guy!
Hold till End 2017 & you will reap the highest reward
2016-04-04 21:08
Posted by Johnsonwong > Apr 4, 2016 11:38 AM | Report Abuse
http://www.theborneopost.com/2016/04/03/el-nino-heats-up-change-for-plantations/
Thanks for the link to GREAT NEWS!
GREAT INDEED!!
2016-04-04 21:09
Posted by GODinvest > Apr 4, 2016 08:35 PM | Report Abuse
Apa kuku? Omg unbelieve , Calvin you call sell all export stock . I agree with you, and hope you can make more idiot in i3 ,when All Export stock trading at PE10 above you no call sell , pohuat(2.00) vs(1.65) latitute(8.00) chinwell (2.00) hevea (1.65) , flbhd(3.00) now fell like hell PE trading at below 7 you call sell . Good. And your idiot follower buddyinvest 。 really super idiot when I see he comment
Calvin already ISSUED URGENT CALL TO KYY & ALL HIS MA CHAI TO SELL EXPORT STOCKS NEAR PEAK PRICES!
SEE
calvintaneng
Stock: [LATITUD]: LATITUDE TREE HOLDINGS BHD. Aug 24, 2015 01:17 AM | Report Abuse. CALVIN'S WARNING ON LATITUDE AND ALL EXPORT STOCKS ...
klse.i3investor.com/servlets/cube/post/calvintaneng.jsp?fp...
My Profile - Comments | I3investor
calvintaneng .... I think Mr Koon Yew Yin Should Sell off his VS & Latitude and Switch Back To His ..... Calvin say run from ifca, latitude and vs into safety of Kulim.
SEE MY STRONG WARNING TO KOO YEW YIN TO SELL LATITUDE & VS
(LATITUDE WAS OVER RM7.00!!)
And to buy KULIM At Rm2.50
My Call to buy Kulim at Rm2.50 Was CHUN CHUN!
Rm2.50 Buy Call
Now JCORP Taking Kulim private at Rm4.10 (Up 60%)
Note:
KULIM Was The First Plantation Stock at only Rm2.50 when Calvin Issued Buy Call
2nd One Was JAYA TIASA (GIANT TREASURE) I issued buy call at Rm1.18
Today JTIASA Closed at Rm1.55 (Up 31.1% Already)
I expect to SEE Jtiasa at Rm2.70 by End 2017
SEE YOU GUYS AT THE TOP!!
2016-04-04 21:17
Posted by tonylim > Apr 4, 2016 09:08 PM | Report Abuse
Calvin did mkh outperform all the rest as at to date
Calvin replies:
Yes! MKH & MKH Wt Did Best Today!
Thanks for highlighting!
2016-04-04 21:18
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
2016-04-04 22:17
so Calvin how about export stock ? No more value ? When is right time to buy export stock? Usd myr back to 4.30?
2016-04-04 23:28
Hi Tony nice to hear from you again, hope you have made a fortune from the market. I did not buy any recently except Focus lumber which was sold while it was on the way up. All my holding were bought last year or earlier like Gadang ,Kimlun ,CCB, Hauyang, KSL, PMcorp and a few non active counters. How about you? I see your MHK is doing well.
2016-04-05 08:45
Posted by aunloke > Apr 4, 2016 10:17 PM | Report Abuse
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
Plantation Stocks Trend Already Solidly Confirmed by On Going Monster El Nino. And 30 years chart already gave us the blue print.
As to All Export stocks This Is What I SEE
1) It went up because of competitive price as Ringgit has Crashed against all other currencies. So Sales exploded upward
2) And Strong US dollar translates to higher profits.
Now that Yellen has indicated No more imminent rates rise. Funds are nom moving back to EM
So US dollar will be weak indefinitely. And Since Ringgit down the Mostest it will rebound the highest.
So
1) Malaysian goods will be less competitive. Sales will go down or at best anemic.
2) Now every sale means dwindling profit (compared to last quarter)
3) This performance will be reflected only 6 months down the road in balance sheets.
4) And since US Economy is in trouble there might even be a piling up of Receivables. And some might turn to bet debts.
5) So Rising US Dollar amplifies Exporters gain but a Crashing US Dollar might also exacerbate their losses.
In this scenario it is unwise to hold export stocks - much more to buy them now which is Risky!
The Verdict:
SELL ALL EXPORTING FURNITURE STOCKS & BUY INTO UPTRNDING OIL PALM STOCKS!
Don't Go AGAINST THE TIDE.
2016-04-05 09:00
Posted by GODinvest > Apr 4, 2016 11:28 PM | Report Abuse
so Calvin how about export stock ? No more value ? When is right time to buy export stock? Usd myr back to 4.30?
The answer is already given to Aunloke
SEE
Posted by calvintaneng > Apr 5, 2016 09:00 AM | Report Abuse X
Posted by aunloke > Apr 4, 2016 10:17 PM | Report Abuse
To buy plantation stocks is to follow the crowd on a perceived trend but to dump the export stocks which have fallen so much on the assumption that the RM will rise and causing the stocks to fall further to me is not a wise move, there is a limitation to the weakness of USD if you know how the FX is manipulated. We should consider the performance of each stock on its fundamental and not on FX alone.
Plantation Stocks Trend Already Solidly Confirmed by On Going Monster El Nino. And 30 years chart already gave us the blue print.
As to All Export stocks This Is What I SEE
1) It went up because of competitive price as Ringgit has Crashed against all other currencies. So Sales exploded upward
2) And Strong US dollar translates to higher profits.
Now that Yellen has indicated No more imminent rates rise. Funds are nom moving back to EM
So US dollar will be weak indefinitely. And Since Ringgit down the Mostest it will rebound the highest.
So
1) Malaysian goods will be less competitive. Sales will go down or at best anemic.
2) Now every sale means dwindling profit (compared to last quarter)
3) This performance will be reflected only 6 months down the road in balance sheets.
4) And since US Economy is in trouble there might even be a piling up of Receivables. And some might turn to bet debts.
5) So Rising US Dollar amplifies Exporters gain but a Crashing US Dollar might also exacerbate their losses.
In this scenario it is unwise to hold export stocks - much more to buy them now which is Risky!
The Verdict:
SELL ALL EXPORTING FURNITURE STOCKS & BUY INTO UPTRNDING OIL PALM STOCKS!
Don't Go AGAINST THE TIDE.
2016-04-05 09:02
USD has recently weakened against major currencies ( Euro, AUD, GBP , Yuan and Yen ) The point to note is Ringgit is still not stable (out of the woods )
Most traders are calling a range 3.8 - 4.0 against previous level of 4.0 -4.40. Ringgit is affeted by the price of crude and commodities. Without being prejudice. Political scenario will affect FDI investment and the Ringgit. This is my view
2016-04-05 09:06
Posted by Jonathan Keung > Apr 5, 2016 09:06 AM | Report Abuse
USD has recently weakened against major currencies ( Euro, AUD, GBP , Yuan and Yen ) The point to note is Ringgit is still not stable (out of the woods )
Most traders are calling a range 3.8 - 4.0 against previous level of 4.0 -4.40. Ringgit is affeted by the price of crude and commodities. Without being prejudice. Political scenario will affect FDI investment and the Ringgit. This is my view
You MUST NOT BE DISTRACTED BY OTHER NOISES
Keep your EYES focused SOLELY ON CPO PRICES!!
2016-04-05 09:08
What I'm trying to point out is that there is nothing wrong in buying Plantation stocks in fact it is the trend now, but to dump the export stocks which have dropped so much that there are good value in them after taking into account of the weak USD in the future is uncalled for. Most furniture and timber stocks were doing well when USD/RM was around 3.7, so do your analysis before you dump the furniture and timber stocks.
2016-04-05 09:34
Posted by aunloke > Apr 5, 2016 09:47 AM | Report Abuse
The risk of these stocks is the US recession (if any) and not the FX rate.
Yes, US already in a recession. It is still on artificial life support by QE.
2016-04-05 09:49
I know, all data point to that but wall st. refuse to accept, everything is fine party is still on and so with KLSE, so why dump the furniture and lumber stocks only ?
2016-04-05 15:27
sell this buy that.
only benefits brokers.
better still, use money go holiday.
2016-04-05 17:00
aunloke I know, all data point to that but wall st. refuse to accept, everything is fine party is still on and so with KLSE, so why dump the furniture and lumber stocks only ?
05/04/2016 15:27
Good evening,
I only caution people to sell high flying furniture stocks not lumber stocks.
In fact I think lumber stock like WTK is quite a undervalue stock.
Its price its undemanding and its net assets are also valuable.
2016-04-05 19:35
CCCL Last call to sell and buy back export stocks!
05/04/2016 20:49
Export stocks rebound could be a trap trap. At best a 50/50 uncertain gamble.
PALM OIL TREND IS NOW CONFIRMED BY GODZILLA OR MONSTER EL NINO
SO BETTER BUY A SURE THING.
AND BUY NOW IS THE BEST BUY WHEN PRICES OF MOST OIL PALM STOCKS STILL VERY CHEAP!
2016-04-05 20:53
Calvin, your call and my call both have traps. It depends how you look at it and your good judgment.
2016-04-05 20:57
The yield will be low so need to be careful on the right
palm oil stock. Only counters that have young palm trees
will not be affected
2016-04-05 21:03
Posted by CCCL > Apr 5, 2016 08:57 PM | Report Abuse
Calvin, your call and my call both have traps. It depends how you look at it and your good judgment.
Calvin replies,
Subjectively you are correct.
Objectively only time will tell.
So On This Day of April 5th 2016
CALVIN TAN RESEARCH ISSUES A STRONG SELL ON ALL
EXPORT FURNITURE STOCKS
ALSO ISSUE A STRONG BUY ON ALL OIL PALM STOCKS INCLUDING CBIP
LET THIS BE RECORDED IN i3 FORUM FOR ALL TO WITNESS.
I am happy to post this.
By April 5th 2017 We Will Have Better Clarity.
By April 5th 2018 We Will KNOW FOR A CERTAINTY.
2016-04-05 21:05
Blog: PALM OIL 30 YEAR CHART SECRET IS OUT! ARE YOU ABLE TO SPOT THE TREND? (Calvin Tan)
Apr 5, 2016 08:26 PM | Report Abuse
Posted by Shaun Loong > Apr 5, 2016 08:07 PM | Report Abuse
Calvintaneng, lower supply push up price. Did you analyse which company is able to keep its production to reap the benefits or high CPO price? A company can't gain from high CPO price if its production is hurt in the process.
Shaun,
I have many things to post. But I am really tired.
I have most of the Plantation Stocks 10 Year Performance with me as I look into the STOCK PERFORMANCE GUIDE By Dynaquest
OK I will Only Post EPS (Earnings Per Share)
KWANTAS CORP
Year................EPS
2005................12.2 sen
2006................5.8 sen
2007................25.0 sen
2008................48.4 sen
2009................-22.7 sen
2010................1.4 sen
2011................27.3 sen
2012................11.7 sen
2013................13.4 sen
2014................20.3 sen
2015.................-9.4 sen
As you can SEE
El Nino Years are
2007 when EPS is at 25.0 sen
2008 when EPS peaked as a high of 48.4 sen
Again El Nino year in 2011 EPS is a high of 27.3 sen
SO IN EL NINO YEARS WHEN FFB ARE LESS
PROFITS EXPLODED UPWARD
SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018
EARNINGS OF ALL PALM OIL COMPANIES WILL
ALL GO UP TOGETHER!
2016-04-05 21:07
Posted by kohcl8 > Apr 5, 2016 09:03 PM | Report Abuse
The yield will be low so need to be careful on the right
palm oil stock. Only counters that have young palm trees
will not be affected
SEE MY ANSWER BY LOOKING AT PAST EL NINO YEARS
I have most of the Plantation Stocks 10 Year Performance with me as I look into the STOCK PERFORMANCE GUIDE By Dynaquest
OK I will Only Post EPS (Earnings Per Share)
KWANTAS CORP
Year................EPS
2005................12.2 sen
2006................5.8 sen
2007................25.0 sen
2008................48.4 sen
2009................-22.7 sen
2010................1.4 sen
2011................27.3 sen
2012................11.7 sen
2013................13.4 sen
2014................20.3 sen
2015.................-9.4 sen
As you can SEE
El Nino Years are
2007 when EPS is at 25.0 sen
2008 when EPS peaked as a high of 48.4 sen
Again El Nino year in 2011 EPS is a high of 27.3 sen
SO IN EL NINO YEARS WHEN FFB ARE LESS
PROFITS EXPLODED UPWARD
SO BY THESE CORRESPONDING EL NINO YEARS OF 2016, 2017 & 2018
EARNINGS OF ALL PALM OIL COMPANIES WILL
ALL GO UP TOGETHER!
2016-04-05 21:09
Calvin,historically you're right but not always right... Wish you all the best.
2016-04-05 21:17
Posted by CCCL > Apr 5, 2016 09:17 PM | Report Abuse
Calvin,historically you're right but not always right... Wish you all the best.
Thank you.
There is a chance I might be wrong. There is always a "Black swan" event unknown to all.
That's why I only put 70% in Oil Palm Stocks.
Then I diversify 30% to Defensive Laggard Stocks.
My wish for you and everybody in i3 Forum is to prosper and do well in these trying times.
2016-04-05 21:24
Calvin, palm oil is unlikely to reach RM4,000 or RM6,000 as lauded by you, while furniture export company Lii Hen is doing extremely well, any comment?
http://www.thestar.com.my/business/business-news/2016/05/24/palm-falls-to-near-threemonth-low/
2016-05-24 11:56
Tee hee hee. Thanks Calvin. A good hearty laugh in the morning is very welcome indeed. :)
2016-05-24 11:58
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speculat0r
what to buy now? what counter mostly benefit from stronger ringgit?
2016-04-04 02:12