THE INVESTMENT APPROACH OF CALVIN TAN
3 Kinds of Investors. 1) Monkey wants fruit. 2) Cow wants vegetable. 3) Man knows how to Dig Out Sweet Potatoes, Calvin Tan Research
calvintaneng
Publish date: Fri, 15 Jun 2018, 12:12 AM
calvintaneng
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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/Gals,
Happy Hari Raya Holidays this long weekend,
Just want to share about 3 Classes of Investors. The Monkey. The Cow & The Human Being (No offense hor. Just hightlight some points for thought.)
1) MONKEY LOOKS FOR FRUIT. SO SOME LOOKS FOR DIVIDEND STOCKS
See
The above picture is a monkey engrossed with eating his fruit. He even put his head inside the papaya.
This is a type of Investor who only invest in dividend stocks.
2) THE COWS. these group like Cows invest only in Visible Growth
AND COWS GRAZE ON FAST GROWING VEGETABLES LIKE CHYE SIM, KANG KUNG OR KAI LAN?
SEE HOW THEY EAT
MONKEY IS ENGROSSED SEARCHING OUT AND EATING FRUIT. COWS FLOCKED TO FAST GROWING VEGETATION
COW represents the Masses of Investors looking for VISIBLE FAST GROWTH. They don't bother with dividends. The fruit is too high. Out of reach. Neither do they have the patience to wait for dividends. They also don't care about VALUE STOCKS. To these Cows Value Stocks are like "Dead Stocks" Buried out of Sight. So Value Stocks are no no.
3) Aha! VALUE STOCKS? Monkeys cannot see them. Cows cannot dig them out.
These stocks are not high up on the trees. Neither are they within easy reach on the ground.
These take effort! Like digging out Sweet potatoes, Tapioca or Ground Nuts? Who then can get to them?
The answer is obvious
TRUE VALUE INVESTORS WHO SEARCH OUT NET NET STOCKS OVERLOOKED, NEGLECTED UNWANTED BY MONKEYS OR COWS!!!
See how happy to dig out VALUE STOCKS LIKE GSB, MP CORP, PM CORP, MUI BHD, BJCORP, MRCB, TA ENTERPRIZE AND SO MANY OTHERS THESE CARELESS MONKEYS AND DUMB COW INVESTORS CANNOT APPRECIATE
SO HAPPY NOW!!!
Now ask yourselves.
Do I invest like a monkey?
Or do I invest like a Cow? So many cows gonna go for the slaughter by syndicates later.
Or do I invest like Ben Graham, Peter Lynch, Walter Schloss and Warren Buffet, Dr Neoh Soon Kean, Savvy Lim Pei Tiam or ColdEye?
WARMEST REGARDS
Calvin Tan Research,
Singapore
One more note:
In Bursa Dividend stocks & Growth Stocks are chased up. Value stocks are always neglected.
In real life... monkey steals fruits. Cows graze on your vegetation. Only Sweet Potatoes hidden out of reach are the remaining DELIGHTS of Choice Sold Down Stocks. So VALUE INVESTORS WILL DIG THEM OUT
IN OTHER WORDS OTHER ENTITIES WILL PRIVATISE THEM LIKE TMAKMUR, KULIM, SUPER ENTERPRIZE, THE STORE.
Latest is GSB. Kerjaya Boss offered to take GSB Private at 13 SEn. Then only people discover Value! Now too late! Many monkeys. Many more Cows are joining in to chase and chase GSB into Overvaluation.
Where were these "monkey & Cow" when GSB was 9 sen? or 10.5 sen?
Since these are SO CHEAP!!! THEY ALMOST ALWAYS REWARD 100%, 200%, 300% or More
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Discussions
4 people like this. Showing 41 of 41 comments
he found a potato farm with hundreds of potato. half of them are rotten. but he wont tell you the rotten one.
2018-06-15 08:41
Frankly speaking, Calvin, do you eat potato every day? What about fruit or vegetable?
2018-06-15 09:15
Banana John,
Monkey can only stay up trees and eat fruit. Cows can only stay down and eat vegetation
Only human can both eat fruit grown on trees, vegetation on the grown as well as dig up hidden root vegetables.
SO MUST LEARN TO BE A HOLISTIC INVESTOR.
2018-06-15 11:47
Duta Yap has gone through some very tough times during last crisis. Now he is extremely defensive and conservative.
2018-06-15 11:58
Posted by shortinvestor77 > Jun 15, 2018 09:15 AM | Report Abuse
Frankly speaking, Calvin, do you eat potato every day? What about fruit or vegetable?
Shoertinvestor,
See my answer to Banana John
Banana John,
Monkey can only stay up trees and eat fruit. Cows can only stay down and eat vegetation
Only human can both eat fruit grown on trees, vegetation on the grown as well as dig up hidden root vegetables.
SO MUST LEARN TO BE A HOLISTIC INVESTOR.
And last time I was 70% into Value & only 30% on Growth.
Now as so many Growth & Dividend Stocks also fell so badly I have now switch more from VALUE STOCKS TO GROWTH STOCKS OR DIVIDEND STOCKS.
SEE
I PICKED TA ENTERPRIZE FOR ALL 3 IN ONE
TA IS 66.5 SEN with NTA of Rm1.45. So it is selling at 55% Discount which is less than Half Price. Great Value
TA is also giving a nice 4.1 sen dividend by June 27th which translates to 6.1% yield. The fruit is ripe now.
TA last 4 quarters EPS
7.51
0.54
4.61
4.14
total: 16.8 sen EPS
So at 66.5 sen with EPS of 16.8 sen
TA IS A POWERFUL 25.2% GROWTH STOCK WITH P/E 3.95 ONLY
ALL THE YARDSTICKS OF VALUE, GROWTH & DIVIDEND ARE NOW FOUND IN THIS SINGLE MOST POTENT STOCK WITH DEEP LATENT VALUE!!!
SO ALL THE MONKEYS, COWS & HUMANS WILL ONE DAY RUSH TO TA
ALL SHOULD GET SOME BEFORE IT CROSSES RM1.00
SEE HOW JAKS WAS 40 SEN WHEN ONLY CALVIN CALLED FOR A STRONG BUY?
JAKS AT RM1.00 EVERY TOM DICK, HARRY & ICON ALSO WENT GAGA.
SO NOW IS THE TIME TO SELL OFF OVERVALUED JAKS AND ROTATE CASH INTO UNDERVALUE TA!
2018-06-15 12:16
How to make 1 millions?
Remember Great Master Sifu Dr Neoh Soon Kean words
He said getting 8% yield a year should be good enough. Anything above that is a bonus
2018-06-15 14:13
IN TRUE REAL INVESTING YOU GET A STEADY YIELD OF 10% TO 20% PER YEAR SHOULD BY VERY GOOD ALREADY.
EXCEPTIONAL GUY LIKE WARREN BUFFET AND PETER LYNCH GET 25% TO 39%.
TO DO THAT EVERY YEAR WILL BE NO MEAN FEAT.
FOR MILLIONS? UNLESS YOU GOT TENS OF MILLIONS TO INVEST WITH.
COMPOUNDING GAINS WITH REINVESTED DIVIDENDS WILL DO WONDERS LONGER TERM.
SO FORGET GET RICK QUICK SCHEME OR SHORT TERM PUNTING IN THE STOCK MARKET.
THEY ALMOST ALWAYS END UP IN LOSSES.
THE ONLY WAY TO SURVIVE LONGER TERM IS TO BE VERY DEFENSIVE LIKE WHAT SIFU WARREN BUFFET SAID
RULE NO ONE
NEVER TO LOSE MONEY
RULE NO. 2 IS TO REMEMBER RULE NO. ONE
THAT IS. NEVER TO LOSE MONEY
ALL ELSE IS SUSPECT AND BETTER STAY AWAY FROM SO CALLED "SUCCESS" FORMULA
2018-06-15 14:22
FOR GAMBLING.
THE GAINS MIGHT BE GOOD FOR 3 TO 4 YEARS IN A ROW.
BUT ONE BAD YEAR COULD WIPE OFF ALL GAINS ACCUMULATED FOR 4 YEARS.
AT ITS WORSE THOSE WHO SAILANG WITH MAXIMUM MARGINS?
HABIS CERITA AND GONE BANKRUPT FOR GOOD
SO BETTER WAKE UP EARLY BEFORE TOO LATE!!!
2018-06-15 14:27
how to make 1 million in bursa now? I think given market condition, is easier to lose 1 millino that make 1 million.
2018-06-15 18:08
hollandking is correct
After the super bull run time from years 2011, 2012, 2013, 2014, 2015 and to a limited extend for certain stocks in years 2016 and 2017 we are now in new austerity times
IN THE FIRST 100 DAYS OF PRESIDENT FD ROOSELVET DURING THE BEGINNING OF THE 1929 TO 1939 RECESSION THAT LATER TURNED INTO A GREAT DEPRESSION...
HE IMPLEMENTED A POLICY OF AUSTERITY WHICH EXARCERBATED THE CRASH
SO PH GOVT AUSTERITY MEASURES ALREADY CAUSED THE COLLAPSE OF SOME CONSTRUCTION, CONSTRUCTION MATERIALS AND PROPERTY STOCKS BY 30% TO 40%...
IF PH CONTINUES WITH STRINGENT AUSTERITY MEASURES THEN KLSE WILL BE WEAK AND ANEMIC
ONLY CONSUMERS AND EXPORT STOCKS MIGHT DO OK THEN.
SO WE ARE NOW IN UNCHARTED TERRITORY
2018-06-15 18:28
People who like this
newbie911, Victoria88, soojinhou, 3101575000
Thanks for clicking 'likes"
2018-06-15 19:18
qqq3
a lot of imaginary values too
15/06/2018 12:23
See what Genius said about imagination
“Imagination is more important than knowledge. For knowledge is limited to all we now know and understand, while imagination embraces the entire world, and all there ever will be to know and understand.”
― Albert Einstein
2018-06-15 22:16
Posted by newbie911 > Jun 15, 2018 07:48 PM | Report Abuse
Learn something new from calvin tan sharing.
Good morning,
Good to hear that.
Calvin is always trying to learn some new thing everyday.
And learning is a life long process
Page 1
2018-06-16 12:13
Honesty more important than your imagination or plausible learning excuse.
2018-06-16 12:13
hollandking
where is hng33, didnt see him for quite some time
15/06/2018 18:06
Oh yes Kung Fu Master Hng33 last posted on May 28th 2018 in George Kent Forum
I think our Kung Fu Sifu has met some fatal accidents & disasters lately in the terrible crashes of some construction stocks
A check revealed that Hng33 suffered deep losses in WCT
See
Posted by hng33 > May 15, 2018 02:42 PM | Report Abuse
sold off all wct at 89.5sen in early morning, cut big loss, free up all capital, swap now all free up capital to sapura at 82sen
AFTER HNG33 "CUT BIG LOSS" in WCT HE BOUGHT SAPURA AT 82 SEN ON MAY 15TH 2018
ON JUNE 1ST SAPURA ENERGY CRASHED TO A LOW OF 53.5 SEN FOR ANOTHER LOSS OF 35% IN JUST 2 WEEKS. Aiyoyo!!
2018-06-16 12:49
HNG33 ALSO GOT ANOTHER MISADVENTURE IN PROTASCO
SEE
Stock: [PRTASCO]: PROTASCO BHD
Posted by hng33 > May 14, 2018 11:55 AM | Report Abuse
Portfolio still keep earlier batch at higher cost about 78+sen after adjusted for bonus and earlier sold off all entitlement warrant.
PROTASCO HAS NOW CRASHED TO 53 SEN.
SO ANOTHER 33% WIPED OFF! Oh no!
2018-06-16 12:55
HNG33 GONE ON A HEART RENDING RIDE ON LION IND
BOUGHT LION IND AT 88 to 90 SEN
Stock: [LIONIND]: LION INDUSTRIES CORP BHD
Posted by hng33 > May 14, 2018 10:31 AM | Report Abuse
bought Lionind at 88-90sen
LION IND PLUNGED TO A LOW OF 68.5 SEN (DROP OF 24%) BEFORE RECOVERING BACK TO 89 SEN FOR A BREAK EVEN VENTURE
2018-06-16 13:01
Aiyoyo!
If monkey can fall and fall Kung Fu Master also must be very careful in Such Stormy & Turbulent Market!
STILL ITCHY HNG33 BOUGHT GAMUDA AT RM4.26 To RM4.27
Stock: [GAMUDA]: GAMUDA BHD
Posted by hng33> May 14, 2018 09:37 AM | Report Abuse
bought Gamuda at 4.26-4.27
THEN SALILANG WITH MARGIN?
SEE
Stock: [GAMUDA]: GAMUDA BHD
Posted by hng33> May 14, 2018 09:55 AM | Report Abuse
Use all balance capital and margin line capital, all in gamuda
MARGIN WILL DOUBLE THE GAIN OR THE LOSSES!!
Aiyoyo!
GAMUDA FELL TO RM3.00 FOR ANOTHER LOSS OF 30% (SINCE GOT MARGIN THE LOSSES AMPLIFIED TO 60%? OH NO!!!)
2018-06-16 13:10
OUR KUNG FU MASTER GOT ONE CHUN CHUN BUY ON TA ENTERPRIZE AT 51.5 SEN
SEE
Stock: [TA]: TA ENTERPRISE BHD
Posted by hng33> Apr 26, 2018 04:57 PM | Report Abuse
bought TA at 51.5sen
HE WAS SMART TO ADD MORE TA AT 52 SEN LATER
SEE
Stock: [TA]: TA ENTERPRISE BHD
Apr 27, 2018 10:01 AM | Report Abuse
Add more TA at 52sen
THEN HNG33 TOOK PROFIT TOO EARLY
SEE
Stock: [TA]: TA ENTERPRISE BHD
Apr 30, 2018 09:04 AM | Report Abuse
sold off all TA at 56.5sen, locked very handsome contra profit, free up capital
WHY HNG33 SOLD THIS TA GOLD MINE FOR ONLY 10% PROFIT
IF HNG33 HAD KEPT HIS 51.5 SEN TA. NOW TA IS 66.5 SEN HNG33 WOULD HAVE MADE ALMOST 30% PROFIT!!!
SO NEXT TIME REMEMBER THIS
FOUND A GOLD MINE?
STICK WITH IT
OR ELSE SOME WHERE, SOME PLACE, SOME OTHER TIME
YOU MIGHT STEP ON A LAND MINE
LAND MINE?
AHA! ONE BIG ONE COMING FOR HNG33
2018-06-16 13:22
G KENT - THE FINAL LAND MINE?
Stock: [GKENT]: GEORGE KENT MALAYSIA BHD
Posted by hng33> May 21, 2018 10:31 AM | Report Abuse
Based Gkent current price 1.64, half of the price is firmly support and backup by its 82sen/share net cash position. While another half of the price is supported by its huge orderbook value at RM 5.6 billion, form mainly by steady PDP fee 6% from LRT3
Did Kung Fu hng33 bought GKent at Rm1.64?
Sanguine on May 22nd when GKent share price traded at Rm1.61 to Rm1.66?
Stock: [GKENT]: GEORGE KENT MALAYSIA BHD
Posted by hng33> May 22, 2018 10:00 AM | Report Abuse
Strong accumulation momentum
This is the Final Post from Kung Fu Hng33 on May 28th 2018 when GKeng was traded at Rm1.41 to Rm1.45
Stock: [GKENT]: GEORGE KENT MALAYSIA BHD
Posted by hng33> May 28, 2018 05:03 PM | Report Abuse
LRT3 is well progressing
https://www.youtube.com/watch?v=hxP8rVuVTEY
AND ON THAT FATEFUL DATE OF 30TH 2018 (JUST 2 DAYS LATER)
GKENT FELL TO THE LOW OF RM1.12
SO FROM RM1.64 TO RM1.12 (ONLY 9 DAYS DROPPING) HNG33 WOULD HAVE LOST ANOTHER 32% (IF MARGIN THEN 64% WIPE OFF)
WHERE ARE YOU NOW KUNG FU SIFU HNG33?
2018-06-16 13:39
dig (or effort) then money come sounds good.
but effort = money is not true in stock market.
people dig and dig and mistook poison as value buy.
I got simpler way , safer way ...than what value investors are used to. I call it, business sense.
using business sense.....you make less mistakes.
2018-06-16 15:05
people with business sense are protected....
value investors with no business sense are attracted to con stocks like bees to honey.....
2018-06-16 15:34
Quite interesting one... To be healthy, the best is to have these 3 types of food consistently.
If unfortunately consume rotten sweet potatoes, at least still have minerals and vitamins from veges and fruits covered up for you, cheers!
2018-06-16 15:39
Lyo82 Quite interesting one... To be healthy, the best is to have these 3 types of food consistently.
If unfortunately consume rotten sweet potatoes, at least still have minerals and vitamins from veges and fruits covered up for you, cheers!
16/06/2018 15:39
HAHA YOU ARE CORRECT
ROBERT KUOK SAID EVERY WEEK WE MUST EAT 20 DIFFERENT TYPES OF FOOD!!
2018-06-16 15:46
Posted by TheContrarian > Jun 16, 2018 06:09 PM | Report Abuse
Calvin, what's your opinion on Masteel at present price?
This is an interesting question.
I like Masteel among all long steel players. Masteel has the best Price to Book Value except LionInd which I think the NTA is suspect.
After Dr M scolded Badawi for not dishing out High Infrar projects (Badawi said Malaysia got no money which Tun Dr M countered by saying we still got lots of monies in Petronas) Badawi then implemented Massive 9th MP projects See in March 2006 9MP was implemented https://en.wikipedia.org/wiki/Ninth_Malaysia_Plan
Seeing the great demand for construction material like Cement & Steel I took position in all Cement & Steel counters
Lafarge wemt up after merge at 66 sen (4 into one) to Rm10.00
Tasek up from Rm2.90 to a high of Rm16.00
YTL Cement up from Rm2.20 to Rm5.00? Then YTL took it private. UEMS also took CIMA private
All the Steel Stocks did not perform until Year end 2007 & 2008
Only Long Steel done very well
Masteel EPS for year 2007 was 20.6 sen
But 2008 was the peak at a fantastic 36.9 sen EPS
I was driving in Singapore when I heard Masteel as well as Southern Steel spiked up in prices. So I SOLD ALL LONG STEEL in year 2008
In 2008 Masteel gave Bonus Issue. But since then price crashed and crashed to a low of 35 sen
I bought back Masteel again at 66 sen on its Up Cycle again at 66 sen.
Sold & bought back several times in up trend
Then to my surprise Cement counters like Tasek, Lefarge, CMSB & YTL (Inside YTL got YTL Cement) started falling & falling
SO SINCE CEMENT & STEEL ARE INTERTWINED I THINK THE FALL OF CEMENT COUNTERS ARE NOW TELLING US LONG STEEL STOCKS MIGHT ALSO FOLLOW IN ITS DOWN TREND TIME
But since MRT & LRT projects might bring some residual profits we need to see the remaining few coming quarters
If Results are Good & Masteel price should still rebound - it will be the last chance to get out.
Longer term now with HSR and so many Infrar works postponed or cancelled Long Steel like Cement will suffer.
One example is cement
In year 2012 I bought One 50Kg Cement for Rm13.50
At its peak I paid Rm20 (Up 48%)
2 weeks ago to my surprise It fell back to Rm13.50 (6 years ago prices). This is due to price war from lack of demand
So just like meehoon & mee in our food. If mee suffers price drop due to slow demand. It is only a matter of time meehoon will suffer same fate.
For now though Masteel is cheap ... price can go either way up or down short term
But longer term with PH Govt austerity... it won't be good
2018-06-16 18:58
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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....
abang_misai
Calvin. Lu guna perumpamaan yang bodoh. Huhu
2018-06-15 00:41