THE INVESTMENT APPROACH OF CALVIN TAN
Coldeye's Gadang Versus Lim Pei Tiam's Drb-Hicom: Stock pick of Titan (Who will emerge the winner?
calvintaneng
Publish date: Fri, 04 Nov 2016, 02:08 PM
calvintaneng
0 1,801
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.
Hi Guys.
Everyone is enamored with Coldeye's stock pickes. Because Coldeye or Fong Shiling picked Gadang everyone thought that Gadang must be invinsible. Now Calvin has bought PBA in which both Coldeye & Dr Neoh Soon Kean are also fellow investors.
But all through these 3 investing years Calvin discovered another Champion SIFU which few bother to mention
His name is Lim Pei Tiam
How did Lim Pei Tiam came into Calvin's attention?
Answer:
These were the 3 stocks which Calvin & Lim Pei Tiam are both involved with
1) when Ringgit crashed against US Dollar Calvin called for a strong buy on Pohuat (Power huat) at Rm1.25.
Pohuat powered up to Rm3.80 & split (Up 200%)
A check with Pohuat showed that Lim Pei Tian is also in Top 30 shareholders of Pohuat.
2) When I saw my wife buying Kheesan's soft candy sweet and fruit candy sweets from NTUC Fair Price Supermarket in Spore Calvin called for a buy on Kheesan at 50 cts. Kheesan rose to over 90 cts (Up 80%)
And Calvin was surprised to see Lim Pei Tiam actively buying Kheesan shares
3) When Crude oil crashed Calvin issued buy call on Super Enterprize at Rm1.25
This Super very powerful - Super turned into supersonic speed and powered from Rm1.25 to Rm3.75 (AND TAKEN PRIVATE FOR 200% UPSIDE)
Calvin saw to his amazement - Lim Pei Tiam chased this Super share all the way from Rm1.25 to over Rm3.00!!
Until Super Enterprize taken over!!!
So now Calvin is buying DRB-Hicom. To Calvin's glad surprise Lim Pei Tiam is also in the Top 30 Shareholders of DRB-HICOM!
See
TOP THIRTY SECURITIES ACCOUNT HOLDERS (Based on the Record of Depositors without aggregating the securities from different securities accounts belonging to the same Depositor) No. Name Number of Shares Held % of Issued Shares
1. Etika Strategi Sdn. Bhd. 1,081,061,741 55.92
2. Citigroup Nominees (Tempatan) Sdn. Bhd. Employees Provident Fund Board 131,339,697 6.79
3. Lembaga Tabung Haji 91,457,700
4.73 4. Kumpulan Wang Persaraan (Diperbadankan) 75,528,400 3.91
5. HSBC Nominees (Asing) Sdn. Bhd. NTGS LDN for Skagen Kon-Tiki Verdipapirfond 22,949,900 1.19
6. Citigroup Nominees (Asing) Sdn. Bhd. CBNY for Dimensional Emerging Markets Value Fund 18,065,200 0.93
7. Citigroup Nominess (Asing) Sdn. Bhd. Exempt an for Citibank New York (Norges Bank 1) 14,187,195 0.73
8. Tai Tak Estates Sdn. Bhd. 10,952,653 0.57
9. HSBC Nominees (Asing) Sdn. Bhd. Exempt an for JPMorgan Chase Bank, National Association (U.S.A.) 10,663,100 0.55
10. HSBC Nominees (Asing) Sdn. Bhd. TNTC for LSV Emerging Markets Equity Fund L.P. 9,218,600 0.48
11. RHB Investment Bank Berhad IVT “SW Book 1” 8,955,700 0.46
12. Citaria Sdn. Bhd. 8,324,572 0.43
13. Citigroup Nominees (Asing) Sdn. Bhd. CBNY for DFA Emerging Markets Small Cap Series 8,197,200 0.42
14. Citigroup Nominees (Asing) Sdn. Bhd. CBNY for Emerging Market Core Equity Portfolio DFA Investment Dimensions Group Inc 7,802,300 0.40
15. HSBC Nominees (Asing) Sdn. Bhd. BBH and Co Boston for Vanguard Emerging Markets Stock Index Fund 7,207,800 0.37
16. Foo Khen Ling 6,850,000 0.35
17. Yap Ah Fatt 6,680,000 0.35
18. CIMB Group Nominees (Tempatan) Sdn. Bhd. CIMB Bank Berhad (EDP 2) 6,447,800 0.33
19. Maybank Nominees (Tempatan) Sdn. Bhd. EtiqaTakaful Berhad (Family PRF EQ) 4,871,400 0.25
20. Cartaban Nominees (Asing) Sdn. Bhd. Exempt an for State Street Bank & Trust Company (West CLT OD67) 4,452,500 0.23
21. HSBC Nominees (Asing) Sdn. Bhd. Exempt an for JPMorgan Chase Bank, National Association (Australia) 4,183,000 0.22
22. Muhamad Aloysius Heng 4,052,900 0.21
23. Lim Pei Tiam @ Liam Ahat Kiat.......4,019,000 0.21
24. Maybank Nominees (Tempatan) Sdn. Bhd. EtiqaTakaful Berhad (Annuity PIF EQ) 3,862,000 0.20
25. Public Nominees (Tempatan) Sdn. Bhd. Pledged Securities Account for Mah Lily (E-BBB/SNG) 3,844,300 0.20
26. Amsec Nominess (Tempatan) Sdn. Bhd. Amtrustee Berhad for Pacifi c Pearl Fund (UT-PM-PPF) 3,574,900 0.18
27. Maybank Nominees (Tempatan) Sdn. Bhd. Maybank Trustees Berhad for RHB Capital Fund (200189) 3,400,000 0.18
28. Affi n Hwang Nominees (Tempatan) Sdn. Bhd. Pledged Securities Account for Lam Kong Foo (LAM0057C) 3,000,000 0.16
29. CIMB Group Nominees (Asing) Sdn. Bhd. Exempt an for DBS Bank Ltd (SFS) 2,877,500 0.15
30. Citigroup Nominees (Asing) Sdn. Bhd. Macquarie Bank Limited (DBU A/C) 2,805,400 0.15
A check with Top 30 Substantial Shareholders of DRB-HICOM show that
LIM PEI TIAM @ LIAM AHAT KIAT is the Top 23rd Holders of DRB-HICOM Shares
He own 4 million DRB hicom shares
Now let's SEE
Gadang is Rm2.90 While DRB is Rm1.20 at halftime 4th November 2016
See by next year 4 November 2017
Who will emerge the Winning Champion
COLDEYE VERSUS LIM PEI TIAM
Calvin call on All i3 Forum Members to Witness This Contest of 2 TITANS
Please take note and record this
Thank you
WARM REGARDS
CALVIN TAN
Jurong, Singapore
More articles on THE INVESTMENT APPROACH OF CALVIN TAN
CALVIN TAN SAY, THANK YOU 9 MILLION TIMES FOR 9 MILLION PAGE VIEWS IN i3 INVESTORS' FORUM!
Created by calvintaneng | May 10, 2024
TSH RESOURCES (9059) The Events Yet Ahead. And They are Extremely Exciting, Calvin Tan
Created by calvintaneng | May 04, 2024
MKHOP (5139) What Is Its Current Forward P/E and Intrinsic Value, Calvin Tan
Created by calvintaneng | May 02, 2024
EPF & i FAST Funds (Singapore) Are Now in Top 30 Holders of TSH Resources, Calvin Tan
Created by calvintaneng | Apr 29, 2024
AFTER BPLANT TAKEN PRIVATE BY LTAT WE FINALLY SEE ITS REAL VALUE, Calvin Tan
Created by calvintaneng | Apr 27, 2024
Discussions
Be the first to like this. Showing 44 of 44 comments
leeck1669 non stop promoting drb...y?? be alert!!!! tell me y...calvin
04/11/2016 15:37
Leeck1669 (Sound like leechtech?)
Yes! Now only one man Calvin is promoting DRB strongly while 999,999 others are not interested.
Tell you what?
Later 999,999 people will be shouting and shouting about DRB as a hot stock like Gadang or Airasia now.
By then Calvin won't be interested anymore
Last time only Calvin shouted buy Call on Perak Corp at 60 cts. After Perak Corp touched Rm3.60 every "expert" appeared & called for a buy on Perak Corp
Same goes for Masteel at 35 cts & RceCap at 27 cts.
Now both are hot hot shares and Calvin has lost interest.
The time to be brave is when others are fearful
And the time to be very very brave is when others are very very fearful.
See Calvin bought Pm Corp at the lowest at 7.5 cts
Calvin also bought Lafarge at 66 cts
And Calvin bought KPS at 39 cts
If there is unrecognized value in a stock which others cannot see as yet
JUST BUY MORE IF IT GETS CHEAPER!
THIS IS THE SUCCESS STORY OF ALL SUPER INVESTORS
John Templeton bought shares at the outbreak of the 2nd World War!
Anyone dare to buy shares if war breaks out?
2016-11-04 15:49
This guy cheated retailers to buy BPURI and he off load all his holdings at high price! Pity those follow his buy call.
2016-11-04 17:19
Yaa, It has left it's head in his toilet.
He is a Calvin -headless Chicken in the sky now.
2016-11-04 18:08
coldeye was top 30 shareholders in Gadang back when it was below 1.00. he's still laughing all the way to the bank at today's price. so when did Lim Pei Thiam bought DRB shares? when the price was sky high?
through my comments you would know that I am actually bearish on gadang since it soared too high. so I'm just purely commenting objectively.
calvin does share some interesting ideas at time but sometimes the way he supports his stock picks are just ridiculous. no need to hard sell. and with scattergun approach, there are bound to be stocks that earn a lot...so it would be much better if the stock picks are put into the simulated portfolio on i3, after some time readers will know exactly how they have performed on a holistic basis. instead of spending time to convince naysayers
2016-11-04 21:20
Dagang with 231 million shares is agile vs DRB with 1,933 mil shares is sluggish.
2016-11-04 21:33
Posted by Jay > Nov 4, 2016 09:20 PM | Report Abuse
coldeye was top 30 shareholders in Gadang back when it was below 1.00. he's still laughing all the way to the bank at today's price. so when did Lim Pei Thiam bought DRB shares? when the price was sky high?
through my comments you would know that I am actually bearish on gadang since it soared too high. so I'm just purely commenting objectively.
calvin does share some interesting ideas at time but sometimes the way he supports his stock picks are just ridiculous. no need to hard sell. and with scattergun approach, there are bound to be stocks that earn a lot...so it would be much better if the stock picks are put into the simulated portfolio on i3, after some time readers will know exactly how they have performed on a holistic basis. instead of spending time to convince naysayers
Yes Jay,
I purposely selected Gadang to show that it has gone up by over 200%. At Rm2.90 Gadang is way overvalued. And at Rm1.20 DRB is selling at huge discount of over 60% with margin of safety.
The impending danger of Gadang is loan rejection of Capital City & cost escalation in Pengerang.
And the improving prospect of DRB will be boosted by its stake in POS Plus being a GLC Linked stock.
As to putting all my picks in a yearly contest? I think paperplane without, piling on bulk support or syndicated booster, has done well.
So I think I will keep to my warnings on sharks in the Bursa. They really hate Calvin for exposing their ploy. So be it.
2016-11-04 22:37
Great news!
Coldeye admitted that gadang is NOW FULLY VALUED.
What does it mean?
Answer:
It means that from here Gadang share price is toppish.
So?
So it is time to take profit from gadang and switch to other better stocks with better potential for upside.
2016-11-05 20:01
Calvintaneng, are you still holding PERISAI you bought 50 sen and ALAM you bought 60 sen and MULPHA you bought 45 sen ?
2016-11-05 22:03
Good morning Great Raider,
Johor Sifu sirname is Tan, not Lim. He was a close buddy of TAN TENG BOO last time.
2016-11-06 12:08
The difference tho is Lim bought millions of shares while calvin bought 5 thousansds shares only.
2016-11-06 13:32
Posted by klee > Nov 6, 2016 01:32 PM | Report Abuse
The difference tho is Lim bought millions of shares while calvin bought 5 thousansds shares only.
HAHAHA!
LOL! LOL!!!
Calvin is kind enough to make room for other i3 Forumers to buy now while still so cheap!
Tell you what?
If Calvin has the wealth & power - Calvin would surely love to take both DRB & POS private.
POS has a 200 year hundred years history & has survived for 200 years already like Wrigley's chewing gum did for a hundred years which Warren Buffet bought over. So POS will last for another 100 years.
DRB, by virtue of its 53.5% interest in POS will also last for a hundred years.
2016-11-06 13:36
Dun tell ppl only about pos,tell them also about how great your mpcorp is....wakakaka...13 lousy sen going to 3 sen.
2016-11-06 13:40
Calvin- Pls cut your crap immediately.
If u are good i3 member (not fake Id with less than 300 posting) will come for u.
Your rubbish that bring many newbies start reveal you as joker.
MAKE SURE U ARE FIT AND COMMENTS WITH GOOD DEED.
Not trying to paint a kids skecth.
Most importantly, dont use god name to polish your name . People hate this kind of behaviour. Be Wise not jerk.
2016-11-06 13:51
>>> calvintaneng
Are you still holding 300000 PERISAI shares you bought at 50 sen
or
20000 NAIM shares you calvintaneng added at RM 2.58
or
500000 MULPHA shares you bought at 45 sen?
Calvintangneng, are you still hold them till now?
2016-11-06 16:47
Posted by Meat > Nov 6, 2016 04:47 PM | Report Abuse
>>> calvintaneng
Are you still holding 300000 PERISAI shares you bought at 50 sen
or
20000 NAIM shares you calvintaneng added at RM 2.58
or
500000 MULPHA shares you bought at 45 sen?
Calvintangneng, are you still hold them till now?
Calvin replies to Meat,
Meat, Gowingo & all other entities with one post harassing Calvin?
Why don't you ask these questions?
Calvin? Are you still holding Jaks at 39.5 cts? Are you still holding Public Bank at Rm6.50? Are you still holding Tasek Cement at Rm2.90?
Are you still holding MyEG at Rm1.00? Are you still holding RceCap at 27 cts? Are you still holding Masteel at 36 cts? At you still holding SKPRES at 30 cts?
Tell you what?
CALVIN IS NOW EXTREMELY BULLISH IN DRB/POS & MRCB
SO CALVIN MADE A BRAVE SWITCH INTO THESE STAR PERFORMING SHARES!!!
You BETTER follow Calvin to buy some First Thing Tomorrow
You will BE GLAD you did!!
2016-11-06 16:56
Another Bleeding counter added to Calvin portfolio.
Bpuri .... sold down like toilet paper.
2016-11-06 17:01
Posted by klee > Nov 6, 2016 01:57 PM | Report Abuse
Champion of comcorp is Venfx here.Btw the more he champion the lower it goes.
Correct! Correct!!
Comcorp will continue to fall & fall & fall down like Ifca!
2016-11-06 17:02
To: Calvintaneng.... Hey A very Good Evening to you may propersours.
Are you calvintaneng who still holding 5000 lot of MULPHA shares bought at 45 sen?
2016-11-06 17:19
Calvin u really should be shameful for yourself.
Beh tahan to see u keep posting junk comments in I3.
Learn to be more competent lar. U have nothing to shiut at the moment ... really.
2016-11-06 17:23
I have a serious quarrel with my ex-father ayamtua.
And now I want to diverge his secrets.
Ayamtua is actually helping fund managers to selling off the junk stocks and junk bonds kuat-kuat. And Ayamtua will say "I bought on weakness XXXXX stocks", actually means he already disposing kuat-kuat and want you TO BUY!
OK, Ayamtua
Lesson 6:
When ayamtua said "Pasti tuju Langit", 80% of the time he is disposing the stocks.
Why 20% of the time he is telling the truth?
Otherwise, no one will beleive in him.
2016-11-06 17:26
Posted by Meat > Nov 6, 2016 05:19 PM | Report Abuse
To: Calvintaneng.... Hey A very Good Evening to you may propersours.
Are you calvintaneng who still holding 5000 lot of MULPHA shares bought at 45 sen?
Good,
I added more Mulpha at 25 cts. I will add more at 20 cts.
And buy more Mulpha at 15 cts. And buy even more Mulpha at 10 cts. If Mulpha falls to 5 cts I will sell one house & buy even more mulpha.
Anyone dare to follow Calvin?
Ok, ok, mulpha is a long term hold just like Calvin kept UMW for 12 long years. So you better don't follow if you don't have the stamina.
Now Calvin has discovered Excellent Thematic Play stocks like
Buying
Water Theme
Jaks at 40 cts. Jaks jumped to Rm1.20 (Up 200%)
GST Theme
MyEG at Rm2.00. My EG jumped to Rm4.00 & Split (Up 100%)
Oil Crash Theme
Super Enterprize at Rm1.25. Super taken private at Rm3.75 (Up 200%)
Ringgit Crash Theme (Buy export stocks)
Pohuat at Rm1.25. Pohuat powered to Rm3.80 & split (Up 200%)
Steel Theme
Masteel at 35 cts. Masteel up to Rm1.06 (Near 200% gain)
AND NOW: Coming Soon: GE14 Election Theme Play
Buy these
DRB
POS
MRCB
Sure will win
See
Calvin = Call Win
Calvin calls all to buy winning stocks
YAHOOOOOOOOO!!!!!
2016-11-06 17:28
Ayamtua holds only 100 shares of MULPHA shares. He never bought MULPHA on weakness during the dumping period of 45sen to 40 sen.
Why keep 100 shares?
To attend MULPHA AGM and to have a nice FREE BUFFET lunch.
2016-11-06 17:29
This Calvin really a joker
I suspect he have a very serious mental problem, can someone bring him to tanjong rambutan?
2016-11-06 17:30
Calvin add more on weakness? You mean you had add more MUIIND @ 15 sen?
Will sell another house to buy MUIIND should it down to 11 sen
sell another bungalow should MUIIND reach 8 sen
sell your son you wife your mum to acquire MUIIND if it falls to 5 sen?
Ooopppps,, did you sell your father to buy PERISAI @ 4.5 sen *on Weakness* ?
2016-11-06 17:32
Totally denial behavioural reflection.
I can assuming after 5 years from now idiot / headless chicken still think he is the Eagle flying in the sky.
Fellow i3 forumers, will u follow this stunt call ?
2016-11-06 17:33
Don't let Calvin-the headless chicken jokes kill your invest life.
U CAN MADE FAR BETTER THSN HIM !!!
2016-11-06 17:35
I think he only afford to sell his saliva only
Meat
4 posts
Posted by Meat > Nov 6, 2016 05:32 PM | Report Abuse
Calvin add more on weakness? You mean you had add more MUIIND @ 15 sen?
Will sell another house to buy MUIIND should it down to 11 sen
sell another bungalow should MUIIND reach 8 sen
sell your son you wife your mum to acquire MUIIND if it falls to 5 sen?
Ooopppps,, did you sell your father to buy PERISAI @ 4.5 sen *on Weakness* ?
2016-11-06 17:35
Proven again Calvin-the heafless chicken like to twist others words as he like to risk his life by flying and shouting in the sky.
Horrible stunt.
2016-11-06 17:42
Lol so many ppl attack Calvin... But whom in i3 can absolutely right all the time, in my point of view u only have to be right most of the time that's, but most important thing as investor is do ur homework be4 invest... Calvin just share what he thinks... No offense just share how iI feel
2016-11-06 18:10
Posted by hng33 > Nov 7, 2016 02:02 PM | Report Abuse
3 factors to impact drb financial result.
1. Gov Capital injection RM 1.5 billion, increase equity, reduce Drb gearing
2. Swap klsa with Pos stake for RM 890m, enabling Drb to consolidate Pos profit and its cash hoard, reduce Drb gearing
3. Disposal crowin mall for net gain 18 sen/ share, reduce drb gearing
VERY GOOD!
More Favorable Factors for DRB
1) HUGE PROFIT FROM ITS POSITION IN POS
Recent Acquisition of 245 million POS Shares at Rm3,330 Per share
Today POS is Rm4,040
So 4,040 -3,330 = Rm710 x 245 mil
= Rm173.5 MILLION PROFIT FROM THIS NEW INVESTMENT ALONE!
2) DRB ALREADY OWN 32% OF POS SHARES. SO NOW DRB GOT 53.5% POS SHARES
The greatest beneficiary of POS share rise is DRB. Just like QSR benefited from KFC last time.
3) GOVT Implementing DIGITAL ECONOMY FOR YEAR 2017 WILL FURTHER BOOST POS/DRB SYNERGY
4) ALIBABA JACKMA COMING IN MARCH WILL POWER UP POS/DRB
5) JACKMA MIGHT TAKE POSITION IN POS/DRB JUST LIKE HE DID WITH SINGPOST.
6) PM NAJIB GIVING UBER BOOST BY GIVING RM5,000 DISCOUNT FOR PROTON IRIZ WILL BOOST PROTON SALES
7) MOTORBIKE LOAN INCREASED FROM RM5,000 to RM10,000 WILL ENHANCE DRB'S MODENAS BIKE SALES
8) FURTHER INCENTIVE FOR ISLAMIC BANKING WILL SPUR DRB MAUMALAT BANKING SERVICES
9) KIDNAPPING IN SABAH WILL INCREASE PURCHASE & DEPLOYMENT OF DRB 8x8 DEFENSE TANKS
10) RELAXING TOURIST E VISA WILL BOOST DRB KENYIR DAM RESORTS & OTHER ASSETS OF HOSPITALITY
LIKE MULTIPLE STREAMS OF WATER FLOWING INTO KENYIR DAM SO MANY MULTIPLE STREAMS OF INCOME WILL BOOST DRB'S COFFERS!
SEEING THE IMMINENT CHANGE OF FORTUNE CIMB RESEARCH HAS RAISED DRB TARGET PRICE TO RM1.69
SO WHAT ARE YOU WAITING FOR?
DON'T LET THIS SUPER STOCK SLIPS OUT OF YOUR FINGERS!
2016-11-07 15:02
Post a Comment
Featured Posts
Don't Miss Out: Up to USD1,000 in Our Lucky Draw!
Apps
Top Articles
1
Koon Yew Yin's Blog
2
4
RHB Investment Research Reports
5
Future Tech
6
save malaysia!
7
8
MQ Market Updates
#
Stock
Score
Daily Stocks
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
Stock Name
Last
Change
Volume
MQ Trading Signals
Stock
Time
Signal
Duration
Stock
Time
Signal
Duration
Featured Advertisers / Partners
Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
chowsingchi
an interesting way of saying that you are also a smart? hahahahha
2016-11-04 14:36