THE INVESTMENT APPROACH OF CALVIN TAN
THIS DECEMBER YEAR END IS THE TIME OF THE YEAR TO BUY ON WEAKNESS(Calvin Tan Research)
calvintaneng
Publish date: Mon, 11 Dec 2017, 12:32 AM
calvintaneng
0 1,841
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.
Dear Friends/Fellow Investors,
I was working in a Mission Church many years ago when I heard this story from a Church member who was a Remisier.
He quoted the Bible in Ecclesiates chapter 1 verse :9 ;- “The thing that hath been, it is that which shall be; and that which is done is that which shall be done: and there is no new thing under the sun”
In other words it means that the cycle of life and events repeat itself constantly all the time. So the Market goes down during Year End weakness & then Rebound again in the coming New Year!
And citing one example is the year end stock market weakness. Stock market for KLSE now is weak due to these reasons
- Foreign Funds have been selling Bursa to remit funds back to the US due to 2 reasons i) US might increase interest rate. So the Dollar might get stronger ii) The Dow Jones is doing very well currently
2. Another reason is due to the perceived corruption and kleptocracy of Malaysia’s 1MDB.
3. And the impending Election uncertainty
4. GST has caused a drop in purchasing power – leading to weak consumer stocks
5. And recently there was an Investment Conference in KL. Speaker after speaker told of how Dow will crash by Mid 2018. Their Chartists told them US market will crash in year 2018. Causing panic among hundreds of investors and telling them to get out. (These think that they are more clever than Warren Buffet, Peter Lynch, Dr Neoh Soon Kean or Cold Eye who stay invested)
6. December is also the month when most Fund Managers and all others go for holidays. So Market activity is slow & dull.
7. And compounded with the bearish sentiment CPTeh came out with his "Waterfall here and "Waterfall there" bone chilling sell calls. (Actually this is precisely the wrong time to sell) CPTeh has done more harm than good to Fellow i3 Forumers
8. With all these negative news cum fatigue many are staying away & stocks are getting weaker by the day.
Ha! Calvin is very happy to say that this is our Best Buying Opportunity Time.
According to my Remisier Friend. There was an investor who followed the investment rhythm of buying in December Year End and then sell it during the next year Chinese New Year rebound. Of course it might not happen every single year. But if he does it consistently for a 10 year period.
Chances are 7 out of 10 years Market will go up in a New Year. This is called the Capricorn Effect. See https://en.wikipedia.org/wiki/January_effect
It was in December 16th 2014 when I called for a strong buy on Jaks at only 40 sen. As it turned out Jaks has gone up by over 200% now. Of course Calvin does not ask you to chase Jaks now.
The Best Stocks to buy are Stocks with Deep Value Sold down in a time of weakness like now
Below are a list of Stocks which I think Value has emerged
- MUI BHD (Andrew Khoo is now in Charge as CEO)
- BJ Corp (Just add on weakness)
- MJ Perak (Proton City Boom)
- MRCB (Already got EDL Toll privatised. HSR Award? More to come)
- BPuri (Cheapest construction Stock)
- MPHB Capital (Pengerang RAPID O& G downstream Boom
- UEMS. Lands nearest Gerbang Nusajaya High Speed Rail Station & Interchange
- DUTALAND. Very deep undervaluation
- OPCOM. More than 5% dividend proposed. And possible cash pay out
- PBA. High NTA. Pays a dividend. Recession proof monopoly
- Others are Palm Oil Counters like CBIP, Kwantas, Harnlern, TDM, WTK, JTiasa, RSawit
- Oversold counters like Media, Bonia, EIG, Texchem & YTL Power
Good luck
Warmest Regards
Calvin Tan, Singapore
NOTE:
If you are still afraid & fearful then you park your cash in FD?
Cash if FD at 3.5% interest is also an investment. It has a P/E price earning ratio of 100/3.5 or 28.5 P/E.
And at 3.5% yield there are many stocks now with Dividend yield higher than that
Take OPCOM for example
at 39 sen with 2 sen dividend OPCOM is giving a nice 5.1% dividend yield.
See
SUMMARY OF KEY FINANCIAL INFORMATION
|
|
INDIVIDUAL PERIOD
|
CUMULATIVE PERIOD
|
||||
|
CURRENT YEAR QUARTER
|
PRECEDING YEAR
CORRESPONDING QUARTER |
CURRENT YEAR TO DATE
|
PRECEDING YEAR
CORRESPONDING PERIOD |
||
|
30 Sep 2017
|
30 Sep 2016
|
30 Sep 2017
|
30 Sep 2016
|
||
|
$$'000
|
$$'000
|
$$'000
|
$$'000
|
||
| 1 | Revenue |
22,682
|
23,413
|
45,141
|
49,899
|
| 2 | Profit/(loss) before tax |
-1,225
|
2,558
|
-608
|
5,728
|
| 3 | Profit/(loss) for the period |
-1,438
|
1,823
|
-1,177
|
4,222
|
| 4 | Profit/(loss) attributable to ordinary equity holders of the parent |
-846
|
1,906
|
-155
|
4,309
|
| 5 | Basic earnings/(loss) per share (Subunit) |
-0.52
|
1.18
|
-0.10
|
2.67
|
| 6 | Proposed/Declared dividend per share (Subunit) |
0.02
|
0.02
|
0.02
|
0.02
|
|
AS AT END OF CURRENT QUARTER
|
AS AT PRECEDING FINANCIAL YEAR END
|
||||
| 7 | Net assets per share attributable to ordinary equity holders of the parent ($$) |
0.5213
|
0.5498
|
||
OPCOM is Cash Rich & Almost Debt Free with 14 Sen Net Cash.
And these are the dividend history of OPCOM every year even right through the Subprime Crisis years of 2007/8
| 10-Aug-2017 | 23-Aug-2017 | DIVIDEND | Interim Dividend | RM 0.02 |
 |
| 14-Jul-2016 | 26-Jul-2016 | DIVIDEND | Interim Dividend | RM 0.02 |
|
| 13-Aug-2015 | 26-Aug-2015 | DIVIDEND | Interim Dividend | RM 0.0150 |
|
| 12-Sep-2014 | 29-Sep-2014 | BONUS_ISSUE | Bonus Issue | 1 : 4 |
|
| 14-Jul-2014 | 01-Aug-2014 | DIVIDEND | Interim Dividend | RM 0.0125 |
|
| 26-Aug-2013 | 06-Sep-2013 | DIVIDEND | Special Dividend | RM 0.06 |
|
| 03-Sep-2012 | 14-Sep-2012 | DIVIDEND | Special Dividend | RM 0.11 |
|
| 12-Apr-2012 | 25-Apr-2012 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 29-Aug-2011 | 14-Sep-2011 | DIVIDEND | Special Dividend | RM 0.225 |
|
| 01-Apr-2011 | 15-Apr-2011 | DIVIDEND | First Interim Dividend | RM 0.02 |
|
| 12-Nov-2010 | 30-Nov-2010 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 02-Aug-2010 | 13-Aug-2010 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 02-Apr-2010 | 16-Apr-2010 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 27-Oct-2009 | 25-Nov-2009 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 05-Aug-2009 | 26-Aug-2009 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 11-May-2009 | 22-May-2009 | DIVIDEND | Interim Dividend | RM 0.0166 |
|
| 30-Jan-2009 | 13-Feb-2009 | DIVIDEND | Interim Dividend | RM 0.015 |
|
| 25-Sep-2008 | 10-Oct-2008 | DIVIDEND | Interim Dividend | RM 0.0134 |
|
| 28-Mar-2008 | 09-Apr-2008 | DIVIDEND | Interim Dividend | RM 0.0169 |
|
| 11-Jan-2008 | 24-Jan-2008 | DIVIDEND | Interim Dividend | RM 0.0135 |
|
| 28-Mar-2007 | 12-Apr-2007 | DIVIDEND | Interim Dividend | RM 0.0075 |
|
| 28-Mar-2006 | 18-Apr-2006 | DIVIDEND | Interim Dividend | RM 0.0325 |
|
| 19-Apr-2005 | 06-May-2005 | BONUS_ISSUE | Bonus Issue | 1 : 2 |
|
| 13-Dec-2004 | 31-Dec-2004 | DIVIDEND | Interim Dividend | RM 0.1031 |
|
| 29-Mar-2004 | 15-Apr-2004 | DIVIDEND | Interim Dividend | RM 0.06 |
|
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Discussions
Be the first to like this. Showing 50 of 59 comments
probably ki siao already after spamming i3 with his stupid analysis for one year and get negative return instead. poor lonely old fark
2017-12-11 21:29
Others are Palm Oil Counters like , WTK, JTiasa, RSawit
hi Calvin SIFU :
sifu calvin , I think wtk cannot say Palm oil , because wtk only contribution very little profit only , example JKGland also got palm oil business but only 10 0r 15% only ,
so WTK also not pure palm oil very confuse ,
I feel better use
SARAWAK PLANTATION BHD or Taann
just my own view , because I got wtk tdm , jtiasa Rsawit , SARAWAK PLANTATION BHD taan and also jkgland
the reason I buy JKGland because got palm oil business
I agreed with calvin Palm oil is very good for furure this is very sure
2017-12-12 00:25
Ivan9511
Correct. Wtk has more timber than Palm Oil. So are these ones TDM (CPO & Hospital), Dutaland (CPO & Real Estate & Security Firm), CBIP (CPO & Modipalm), KWANTAS (CPO & Oil milling, Harnlern (CPO & Hotel)
Pure Plantation stocks are Jtiasa, RSawit, SarawakPlt, SOP and more.
2017-12-12 12:13
Only less than 20 days to bargain hunt before January 2018 sets in
https://en.wikipedia.org/wiki/January_effect
2017-12-12 13:12
only less than 20 days to conclude i3 stock pick competition. faster think of new excuse so you don't look like a fool
2017-12-12 13:14
hahaha
fool?
Already made 200% from DrbC30 as price rose from 12 sen to 36 sen
HO HO HO!!
Now better go and load up all cheap stocks for a Multiyear Year Upside for KLSE
See
Bull markets are born in pessimism, grow on scepticism, mature on optimism and die on euphoria.
John Templeton
2017-12-12 13:20
Idiot, u rank bottom 30 in 2017 stock pick still dare come out talk kok? Go back your singapore small island stay your cheapskate 2 room HDB...diu!!
2017-12-12 13:23
whao didnt expect u to come out with DRBC30. thought u are going to sell us your JAKS story again!
2017-12-12 13:38
Always lie and brag to other how much he earn. But in fact just always giving out all Holland tickets. Really rubbish
2017-12-12 15:00
always believe great ppl is they give out Holland calls but they diam diam earn 200%
Calvin boss superb!!!! Earn like hell.. diam diam earn but tell bright bright to give Holland calls
2017-12-12 15:30
empty tin makes loudest noise ma...ping ping pong pong for whole year then give us negative return. LOL!
2017-12-12 15:37
please lo. Tan Eng old fark from kiasu nation so kiasu one u think he will diam diam one meh if he earn like hell? sure whole i3 is full of his rubbish for that i guarantee.
2017-12-12 15:43
Posted by smalltimer > Dec 12, 2017 04:14 PM | Report Abuse
OPCOM = 5% yield, 40% principal loss
Whoa! smalltimer from Pm Corp's time?
Yes!
It's like this
When you buy Opcom at 50 sen you get 4% yield at 2 sen divvy
At 39 sen with 2 sen divvy you get 5.1% yield
THE YIELD IS FIXED AND ALSO CAN EXPECT MORE CASH PAY OUT
But price fluctuates up and down
Last time Calvin bought Opcom at 50 sen. Opcom fell to only 30 sen but dividends kept up.
Then one day Opcom won a nice Rm359 millions award from Telekom.
Opcom powered to 70 sen!! Huhuhu!
And not long after Opcom gave a
WHOPPING 22.5 SEN CASH PAY OUT!!
OPCOM CROSSED RM1.00!!!!
WAHAHA!!!
SO SAME PATTERN IS REPEATED!!
Like Cyclical Jaks, Prestar & Masteel
SO JUST BUY
EAST MALAYSIA HAS BEEN ALLOTTED A BILLION RINGGIT FOR HSBB BROADBAND EXPANSION
ALL WHO HOLDS OPCOM SURE VERY KAYA LEOW!!!
2017-12-12 16:22
Small timer
I also bought as high as Rm1.00 when Opcom gave Bonus issue last time
See
I only bought 10 lots at Rm1.00
And I bought all the way dwon from 50 sen to 30 sen until I got 400 lots at the bottom
SO?
Anything below 40 Sen just follow Calvin & buy more!!
See Insiders Holding cost
MR CHHOA KWANG HUA 30-Nov-2017 Acquired 5,000 0.390 View Detail
MR CHHOA KWANG HUA 24-Nov-2017 Acquired 10,000 0.435 View Detail
LT JEN DATO' SERI PANGLIMA ZAINI BIN HJ MOHD SAID SP (B) 03-Oct-2017 Acquired 30,000 0.560 View Detail
MR CHHOA KWANG HUA 08-Sep-2017 Acquired 10,000 0.555 View Detail
LT JEN DATO' SERI PANGLIMA ZAINI BIN HJ MOHD SAID SP (B) 12-Jul-2017 Acquired 70,000 0.582 View Detail
MR CHHOA KWANG HUA 10-Jul-2017 Acquired 10,000 0.580 View Detail
MR CHHOA KWANG HUA 21-Apr-2017 Acquired 10,000 0.590 View Detail
MR CHHOA KWANG HUA 09-Dec-2016 Acquired 14,200 0.565 View Detail
MR CHHOA KWANG HUA 06-Dec-2016 Acquired 60,000 0.558 View Detail
MR CHHOA KWANG HUA 05-Dec-2016 Acquired 30,000 0.565 View Detail
MR CHHOA KWANG HUA 30-Nov-2016 Acquired 30,000 0.560 View Detail
MR CHHOA KWANG HUA 29-Nov-2016 Acquired 60,000 0.570 View Detail
MR CHHOA KWANG HUA 28-Nov-2016 Acquired 63,000 0.570 View Detail
MR CHHOA KWANG HUA 25-Nov-2016 Acquired 10,000 0.570 View Detail
MR CHHOA KWANG HUA 24-Nov-2016 Acquired 20,000 0.575 View Detail
MR CHHOA KWANG HUA 21-Nov-2016 Acquired 10,000 0.570 View Detail
MR CHHOA KWANG HUA 17-Nov-2016 Acquired 15,000 0.580 View Detail
MR CHHOA KWANG HUA 14-Nov-2016 Acquired 85,700 0.565 View Detail
MR CHHOA KWANG HUA 11-Nov-2016 Acquired 50,000 0.570 View Detail
MR CHHOA KWANG HUA 07-Nov-2016 Acquired 5,000 0.570 View Detail
MR CHHOA KWANG HUA 04-Nov-2016 Acquired 5,000 0.570 View Detail
MR CHHOA KWANG HUA 03-Nov-2016 Acquired 38,000 0.588 View Detail
MR CHHOA KWANG HUA 26-Aug-2016 Acquired 10,000 0.560 View Detail
MR CHHOA KWANG HUA 25-Aug-2016 Acquired 10,000 0.565 View Detail
MR CHHOA KWANG HUA 19-Aug-2016 Acquired 10,000 0.570 View Detail
2017-12-12 16:47
actually I also follow Calvin opcom and trap at 50sen.
but I still hold because I dun believe opcom.will die .
calvin I also follow your wtk and jtiasa
but I hope you can comment more about wtk
because wtk seem very weak in 70sen support
do you still think wtk very deep undervalued ?
if you dun mind can give us confidence on wtk ?
2017-12-12 16:48
ivan9511
Actually I an salivating everyday looking at so many stocks fallen inside my investment radar now!
At this time when Bargains abound so many naysayers are fearful.
I am in the happiest time of accumulation.
OH! IF I HAVE THE FUNDS TO SAPU SO MANY MANY CHEAP CHEAP SHARES
Like Jaks at 40 sen, RceCap at 28 sen, Prestar at 46 sen, DRB at 92 sen, Masteel at 66 sen, Dutaland at 39.5 sen, Padini at Rm1.60, Pohuat at 50 sen, MyEg at Rm1.00, Wangzng at 75 sen , Kulim at Rm2.50, Super Enterprize at Rm1.28, TMakmur at Rm1.38... TAWIN at 35 sen....
THIS IS IT!!!
AT MARKET BOTTOM WHEN PEOPLE CRY FATHER CRY MOTHER & WATERFALLS IT IS THE TIME TO BUY MORE!!!
2017-12-12 17:01
Global funds extend inflow to Bursa for third straight week http://www.theedgemarkets.com/article/global-funds-extend-inflow-bursa-third-straight-week
2017-12-12 21:59
Sohai.... trapped by his own flaws...... and pls keep buying butaland...... hahaha!!!!
2017-12-12 22:08
datuk calvin tan eng hoo,another one tan eng hai is ur bro ar in majuberak? hehe
2017-12-12 23:37
KLCI to trend higher, immediate hurdle at 1,730 | http://www.klsescreener.com/v2/news/view/318199
2017-12-13 07:26
UEM SUNRISE BOUGHT LANDS IN SERDANG SHOULD BE GOOD.
THIS SHARE HAS BIG POTENTIAL.
ANOTHER THING IS ITS PRIME LANDBANKS AROUND HSR STATION IN GERBANG NUSAJAYA.
SO THERE IS BOTH VALUE AND GROWTH
2017-12-13 07:54
http://www.visualcapitalist.com/warren-buffett-series-early-years/
May God assist bless us all
2017-12-13 10:21
VERY GOOD!!!
MANY COUNTERS REBOUNDING!!
ALL WHO BOUGHT AT BOTTOMS ARE THE SMART STRONG HANDS!!!
ALL NAYSAYERS ARE NOW CONFOUNDED AND CONFUSED!!!
HIP HIP HOORAY!!!
2017-12-13 18:02
Hehe re bounce few % he hip hip hooray. Drop 20% he diam diam one. Typical Tan Eng
2017-12-13 18:12
SUPER FANTASTIC NEWS JUST OUT FOR PBA!!
VERY GOOD NEWS!!
COST OF WATER PURCHASE BY PBA FROM PENANG GOVT CUT BY 50% FOR YEAR 2018
See
Reference is made to the earlier announcements released by the Company on 7 March 2016 and 14 March 2016 respectively pursuant to Paragraph 10.09 of the Main Market Listing Requirements of the Bursa Malaysia Securities Berhad (“Listing Requirements”) in relation to the increase of Water Intake Fee from the rate of 3 sen per cubic meter (“per cu.m”) to 6 sen per cu.m imposed by the State Government of Penang against a wholly-owned subsidiary of the Company, namely Perbadanan Bekalan Air Pulau Pinang Sdn Bhd (“PBAPP”) based on PBAPP’s actual production volume annually from year 2016 to 2018.
Since water is "Free From The Sky" It is the cheapest resource"
THERE ARE 3 STRONG SOLID FUNDAMENTAL IN FAVOUR OF PBA
1) WATER IS A NECESSITY. THEREFORE RECESSION PROOF
2) COST NOW REDUCED BY 50%
3) TARIFF EXPECTED TO INCREASE (SO WITH LOWER COST AND HIGHER BILLING PROFITS WILL SKYROCKET!!)
2017-12-13 18:34
And one great news is UEMS has finished building all High Rise Condos. So not affected by unsold condo glut
Only these ones are still in hot demand
1) FINAL PHASE OF INDUSTRIAL LANDS IN SILC
2) Landed Houses near Puteri Harbour called ESTUARI
3) Melia Residences only 800 meter from HRS STATION. 2 storey houses now at Rm873,000 a unit
4) Highly sought after Landed Houses in Horizon Hill & Nusa Idaman
5) MALL OF MEDINI PHASE 2 to PHASE 5 (THIS IS JUST BESIDE ICONIC LEGOLAND
SO JUST LOAD UP ALL CHEAP CHEAP OVERSOLD UEMS SHARES.
THIS ONE SHOULD RISE ABOVE ESOS PRICE AT RM2.30. AND ONWARD TO RM3.00
ONE WELL KEPT SECRET
UEMS LAND HOLDING COST IS A MERE RM5.80 PSF (CHEAPER THAN BUYING CARPET OR WALL PAPER!!)
LANDS IN JURONG , SINGAPORE (ONLY 10 MINUTES AWAY) NOW WORTH Rm2,000 to RM3,000 PSF
ALL LANDS OWNED BY UEMS ARE FREEHOLD
ALL LANDS IN JURONG ARE LEASEHOLD (FROM 20 YEARS TO (( YEARS)
DO YOU SEE THE GROSS UNDERVALUATION & THE HUGE POTENTIAL?
See Land prices in Singapore
One Sing Dollar equals to Rm302.00 now
https://www.propertyguru.com.sg/land-only/tanglin-holland/property-for...1
2017-12-14 13:43
WHOA!!
WHO BOUGHT THE CHEAPEST SHARES LAST WEEK DURING PANIC SELL?
NOW HOSEI LEOW!!
2017-12-14 17:03
WAHAHA!!
TEXCHEM GIVING MORE THAN 10% DIVIDEND.
3x BETTER THAN BANK FD RATE
HO HO HO!!
2017-12-14 17:33
Really fartard. All holland Calls. Bjcorp from 0.6 talk until today 0.36
2017-12-16 21:21
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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....
Patron
ha.. I only know Tan Eng consistently staying at bottom no matter the market is up or down
2017-12-11 20:53