Social behavior in bees has a number of advantages. One of the most important of these is the ability to quickly mobilize a large number of foragers to gather floral resources that may only be available for a short period of time. The ability to communicate location with such precision is one of the most interesting behaviors of a very interesting insect.
The recruitment of foragers from a hive begins when a scout bee returns to the hive engorged with nectar from a newly found nectar source. She begins by spending 30-45 seconds regurgitating and distributing nectar to bees waiting in the hive. Once her generosity has garnered an audience, the dancing begins. There are 2 types of bee dances: the round dance and the tail-wagging or waggle dance, with a transitional form known as the sickle dance.
In all cases the quality and quantity of the food source determines the liveliness of the dances. If the nectar source is of excellent quality, nearly all foragers will dance enthusiastically and at length each time they return from foraging. Food sources of lower quality will produce fewer, shorter, and less vigorous dances; recruiting fewer new foragers.
Click below to see
https://www.youtube.com/watch?v=LU_KD1enR3Q
SINCE ANTS AND BEES ARE SOCIAL CREATURES THAT LIVE LIKE A COMMUNITY THE INVESTMENT FORUM SHOULD BE A PLACE TO DISCUSS ABOUT INVESTING IN GOOD STOCKS
NOW SIFU PETER LYNCH HAD TOLD US ABOUT THE 6 CLASSES OF STOCKS
See
PETER LYNCH MAGELLAN FUND BEATS WARREN BUFFET BERKSHIRE IN HIS DAYS
A good entry point for getting more details about the story comes from knowing what category of stock you are considering.
THE 6 CATEGORY OF STOCKS (With Comments by CALVIN IN CAPITAL LETTERS)
Slow growers (sluggards)
These are “large and aging” companies that were once fast growers but have since fallen back for any number of reasons. In Lynch’s words, they “pooped out.” Often, they are companies in an industry that has lost momentum, and their charts resemble the topographical map of Delaware: simply flat. Not that these stocks should be overlooked—they often pay generous dividends.
Medium growers (stalwarts)
“These multibillion-dollar hulks are not exactly agile climbers, but they’re faster than slow growers.” Lynch expected stalwarts to deliver gains of 30% to 50%, after which he would sell them and find new, undervalued issues. He also expected annual earnings growth of 10% to 12% and liked to keep some stalwarts in his portfolio because they offer defensive protection during market slumps: “You know they won’t go bankrupt, and soon enough they will be reassessed and their value will be restored.”
LISTEN AGAIN ” Lynch expected stalwarts to deliver gains of 30% to 50%, after which he would sell them and find new, undervalued issues.
LIKE SIFU JOHN NEFF PETER LYNCH SAID AFTER STALWARTS ROSE UP 50% YOU SHOULD SELL THEM AND SWITCH TO OTHER UNDERVALUE STOCKS. SO YOU DON'T KEEP A STOCK FOR EVER. YOU SHOULD SELL WHEN PRICES ARE RICH AND ELEVATED
Fast growers
These favorites of Lynch are “small, aggressive new enterprises that grow at 20 to 25 percent a year.” This is the category to explore if you want to find 10- to 40-baggers, and perhaps even more. According to Lynch, fast-growing companies may be part of fast-growing industries, but he preferred fast growers in a slow-growth industry. Examples from his time included Marriott International Inc. (NASDAQ:MAR), which had been able to grow 20% annually while the hotel industry grew at just 2%. Among the winning stories were retailers that learned to succeed in one place and then duplicate their formula: Walmart (NYSE:WMT), The Gap (NYSE:GPS) and Yum Brands' (NYSE:YUM) Taco Bell.
Cyclicals
“A cyclical is a company whose sales and profits rise and fall in regular if not completely predictable fashion.” In contrast to fast growers, cyclical industries expand and contract, almost continually. Some examples include the auto, airline and steel industries. Cyclical stocks do well as economies come out of recession and begin to expand.You can, however, also lose half your investment if you buy in the wrong part of the cycle. Lynch calls them the “most misunderstood” type of stocks. As large and well-known companies, they are often confused with stalwarts. People who work in cyclical industries have an edge over other investors.
READ AGAIN
cyclical industries expand and contract, almost continually. Some examples include the auto, airline and steel industries
CYCLICALS EXPAND AND CONTRACT (ALMOST CONTINUALLY) THAT MEANS THAT PRICES GO UP AND ALSO GO DOWN AGAIN VERY FAST
Cyclical stocks do well as economies come out of recession and begin to expand
THAT WAS WHAT HAPPENED TO ALL CEMENT STOCKS WHEN PM BADAWI IMPLEMENTED HUGE INFRAR JOBS FOR 9MP (CALVIN KNEW CEMENT WILL BE NEEDED FOR INFRAR WORKS LIKE HIGHWAYS, BUILDINGS AND OTHERS (TASEK, YTL CEMENT, CIMA & LAFARGE WENT UP 100% TO 500% LATER) AND WHEN INFRAR JOBS OVER CEMENT PRICES CRASHED AGAIN. LONG STEEL LIKE MASTEEL ALSO ROSE FROM 35 SEN TO RM1.90 AND CRASHED BELOW 50 SEN AGAIN LIKE A YO-YO OR FERRIS WHEEL
You can, however, also lose half your investment if you buy in the wrong part of the cycle. Lynch calls them the “most misunderstood” type of stocks
CORRECT! IF YOU BOUGHT TASEK AT RM16.00 OR MASTEEL AT RM1.90 THEN WHEN IT TURNS DOWN YOU ARE GOING TO LOSE UNTIL YOU LOSE YOUR SHIRT (BUT AT PEAK MANY ARE SUCKED IN LIKE HENGYUAN AT RM19.00, JAKS AT RM1.80, IFCA AT RM1.87 & OTHERS)
You can, however, also lose half your investment if you buy in the wrong part of the cycle. Lynch calls them the “most misunderstood” type of stocks
CYCLICALS ARE "THE MOST MISUNDERSTOOD" TYPE OF STOCKS
People like 3iii has no clue about cyclicals at all. He called them "gruesome"?
Turnarounds
“These aren’t slow growers; these are no growers.” Lynch said turnaround companies are “battered, depressed and often can barely drag themselves into Chapter 11.” If they survive and fix their problems, however, they can rebound very quickly and stock prices are least related to the overall market. One of Lynch’s favorites in this category was Chrysler (now Fiat Chrysler (NYSE:FCAU)); it was also a cyclical stock, although that aspect was not as pronounced. From the time he bought in 1982, it became a five-bagger in two years and 15-bagger in five years. He found many opportunities among these temporary losers.
these are no growers.
READ AGAIN, "THESE ARE NO GROWERS"? IN OTHER WORDS THESE ARE LITERALLY DEAD STOCKS
Lynch said turnaround companies are “battered, depressed and often can barely drag themselves into Chapter 11.
READ AGAIN, "TURNAROUND COMPANIES ARE "BATTERED, DEPRESSED AND BARELY KEEP THEMSELVES OUT OF BANKRUPTCY"!!
LOOKS GRUESOME INDEED?
BUT SEE FURTHER
” If they survive and fix their problems, however, they can rebound very quickly and stock prices are least related to the overall market.
THESE STOCK PRICES ARE LEAST RELATED TO THE OVERALL MARKET.
SO THEY ARE THE ODD ONES OUT
READ MORE
One of Lynch’s favorites in this category was Chrysler (now Fiat Chrysler (NYSE:FCAU)); it was also a cyclical stock, although that aspect was not as pronounced. From the time he bought in 1982, it became a five-bagger in two years and 15-bagger in five years. He found many opportunities among these temporary losers.
HE BOUGHT CHRYSLER THE CYCLICAL STOCK AND MADE 5 BAGGARS & IN 5 YEARS HE MADE 15 BAGGARS OR 15 X (TIMES) OR 1,500%
IN HIS UNUSUAL AND UNCONVENTIONAL WAY PETER LYNCH HAS BEATEN EVEN WORLD CHAMPION SIFU WARREN BUFFET!
Asset Plays
This could be “any company that’s sitting on something valuable that you know about, but that the Wall Street crowd has overlooked.” Lynch said these are situations in which a local edge provides the greatest advantage. One example was the Pebble Beach golf course, once public but bought out for $72 million. A day after buying it, the new owner sold a gravel pit on the same property for $30 million. There were (and are) many hidden or not-so-hidden assets in many companies and industries; investors should start by looking for cash on the books.
THESE GROUP OF STOCKS ARE CALVIN'S FAVOURITES
This could be “any company that’s sitting on something valuable that you know about, but that the Wall Street crowd has overlooked.”
THERE ARE STOCKS IN BURSA WHICH CALVIN SEE DEEP DEEP VALUE BUT PEOPLE DON'T SEE LIKE I SEE
SO
KULIM WAS TAKEN PRIVATE
(THEY CONVERT OIL PALM PLANTATIONS TO THRIVING HOUSING ENCLAVES IN PENGERANG
THESTORE WAS TAKEN PRIVATE
THESTORE OWNS MANY VALUABLE PRIME LANDS STILL AT OLD BOOK VALUE
DAIMAN, WEIDA, TMAKMUR, AND NOW BOTH DEGEM & KBUNAI ALL TAKEN PRIVATE FOR THE SAME REASONS
I STILL HOLDING SOME OF THESE "DEAD" ASSET PLAY STOCKS
ONE OF THEM WAS PM CORP WHICH I HELD FOR 7 LONG YEARS BEFORE VALUE UNLOCKED BY CASH PAYOUT
NOW WHY I HAVE A NEW FOCUS NOW?
SINCE ASSET PLAYS TAKE A VERY VERY LONG TIME TO SEE ACTION I HAVE MOVED TO STOCKS WHICH ARE ASSET PLAY WITH JUST IN TIME CATALYST
ASSET PLAY WITH JUST IN TIME CATALYST?
YES! FOR A STOCK TO MOVE THERE MUST BE A TRIGGER OR CATALYST
Let me Illustrate
In the 1990s I used to join a group of fishing enthusiasts and go fishing in Kenyir Dam
The Journey overnight to Kenyir Dam took all night. Arriving there in Kenyir Dam early morning we boarded a House Boat where we live & fish for the next 5 days and 4 nights
The Boat journey took another 5 long hours (Kenyir Dam Very Huge indeed) to reach our favouite fishing spot called Sungai Cacing
And then there were 3 small motorised sampan released from the Mother Boat which we travelled deeper to explore and find our secret fishing spot
ONE PLACE WAS SO DESERTED THAT THE SHIP CAPTAIN TOLD US
IF YOU GOT STRANDED HERE YOU WON'T SEE ANOTHER SOUL FOR THE NEXT ONE MONTH OR EVEN UP TO 3 MONTHS NO BODY WILL PASS THERE
See
IMAGINE IN YEAR 1990s being stranded there high and dry on one of those God forsaken hills?
NO ONE COME HERE IN 30 DAYS TO RESCUE YOU IF YOU GOT LOST?
AHA!
SO ARE MANY MANY ASSET PLAY STOCKS DEEPLY UNWANTED AND UNLOVED?
But to Calvin it is Ok.
If I got my Bible, good Christian Books & Good Investment Books I don't mind. I like the perfect solitude of this quiet place
I adapted and wrote part of this song
See
GOD’s SECRET PLACE
1.) I know a place where no one ever goes
There’s peace and quiet, beauty and repose
Hidden in the valley beside the mountain stream
And lying there beside the stream I find that I can dream
Only of things that’s beauty to the eyes
Snow peaked mountains that towering to the sky
Now I know that God made this world for me.
for me, for me.
2.) I can imagine the wonder of the scene.
Climbing a moutain and down the steep ravine.
The LORD invites you now why linger and delay
To make this place a heaven each and every day.
Oh how I wish I never have to leave
And all my life such beauty to receive.
Now I know that God made this world
for me, for me, for me.
3.) I know a fount where sins are washed away
I know a place where night is turned to day.
Under his shadow the safest place I know.
All that I am or have to Him I gladly serve.
Only one life ’twill soon be passed away
Only one chance I must not throw away
Now I know I must give this life to
Him. to Him, to Him.
4.) There will I rest for all eternity
Here with my might I serve the Almighty.
For the time will come when we no longer can serve.
Therefore give him your best and all that He deserves.
Eternal life and endless is its days
Eternal joy and full of glory there
now I know I must live this life
for Him. for Him. for Him.
-adapted by Calvin Tan
And this is the music
https://www.youtube.com/watch?v=1OxkntkX61E
Another nice one
https://www.youtube.com/watch?v=k8MQb2aTvC4
Only 4 chords very easy to play on guitar or piano
OK FEW, VERY VERY FEW PEOPLE WANTED TO BE STRANDED ON A TREASURE ISLAND LIKE ROBINSON CRUSOE?
SO CALVIN NOW LOOKS FOR
{{{ASSET PLAY WITH CATALYST}}}
FIRST ONE WAS CARIMIN
CALVIN CALLED FOR A BUY ON CARIMIN BECAUSE CALVIN SAW THE COMPLETION OF PENGERANG RAPID AND PETRONAS GOING TO BE ACTIVE AGAIN
SEE
Calvin called for a buy on Carimin on 26th Jan 2018
https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/145533.jsp
BECAUSE OF BRENT CRUDE PRICE RISE AND PENGERANG RAPID IN COMPLETION
Posted by calvintaneng > Jan 26, 2018 3:10 PM | Report Abuse 
X
AND AT 42 SEN WITH SOLID NAV OF 67 SEN IT HAS A 38% DISCOUNT TO NTA
FOR MARGIN OF SAFETY
Posted by calvintaneng > Jan 26, 2018 3:14 PM | Report Abuse
WITH THE REVIVAL OF BRENT CRUDE CROSSING USD71 A BARREL PETRONAS HAS AGAIN GIVEN FRESH JOB FOR CARIMIN. THIS CONTRACT WILL LAST FOR 5 YEARS
Posted by calvintaneng > Jan 26, 2018 3:18 PM | Report Abuse
ALREADY IN THE BAG IS A WATER JOB AWARD FOR RM60 MILLIONS
THIS WILL SPLIT INTO 2 YEARS WHICH MEANS A REVENUE OF RM30 MILLIONS PER YEAR
AT 12% GROSS PROFIT CARIMIN EXPECTED TO GARNER RM3.6 MILLIONS FOR 2018 AND 2019
THIS ONE SINGLE CONTRACT ALREADY ENOUGH TO TILT THE ACCOUNTS INTO POSITIVE TERRITORY
AND MANY MORE EXPECTED ON THE WAY AS PETRONAS RAPID WILL START OPERATION OFFICIALLY BY YEAR END 2018
RAPID HAS A CAPEX OF A WHOPPING RM170 BILLIONS IN 10 YEARS.. LONG JOB ORDERS EXPECTED FOR CARIMIN
SO LONG LONG BEFORE THE OIL AND GAS BULL RUN STARTED FOR YEAR 2019 CALVIN FORESAW THE RM170 BILLIONS RAPID WHICH WILL TRIGGER MORE OIL EXPLORATION WHEN REFINERY STARTS
THE REST IS NOW HISTORY AND WE ARE NOW IN A MATURED BULL MARKET IN O&G STOCKS
As John Templeton said
BULL MARKET MATURED ON OPTIMISM
AS O&G BULL MARKET MATURING ON OPTIMISM (IT STARTED IN PESSIMISM)
CALVIN NOW LOOK FOR THE NEXT PHASE OF ANOTHER NEW BULL MARKET
IT RELATED STOCKS THAT WILL BENEFIT FROM PH GOVT RM21.6 BILLIONS CASH CATALYST FOR THE DIGITAL ECONOMY
SOME ARE AT EMBRYONIC STAGE WHILE GREEN PACKET HAS BEEN CHASED UP SOMEWHAT BY SINGAPORE FUND
See
Singapore-based Kendall Court emerges as Green Packet's substantial shareholder
- September 27, 2019 @ 7:34pm
KUALA LUMPUR: Singapore-based Kendall Court has bought 65 million shares in Green Packet Bhd via a direct business deal at 70 sen per share.
As a result, the private equity firm, which managed over US$600 million portfolio, emerged as a substantial shareholder of Green Packet with a 7.1 per cent stake.
Kendall Court is an investment firm that manages equity-linked and mezzanine investments across Southeast Asia.
It has invested into the natural resource, healthcare, consumer and telecom industries over the past decade.
Kendall Court founder Chris Chia said the firm had previously made a successful investment in Green Packet’s telecommunications subsidiary, Packet One Networks (Malaysia) Sdn Bhd, which is today under Telekom Malaysia Bhd.
“The first time around was just a capital investment. This time, we look forward to contributing our knowledge and experience particularly in Asean,” he said in a statement.
Kendall Court’s previous investment into the telecommunication company amounted to US$51 million.
“We have been monitoring the company’s progress and see prospects in their new ventures, especially its fintech business,” Chia added.
SO ALL THE SIGNS OF A NEW BULL MARKET IS GETTING MORE AND MORE VISIBLE BY THE DAY
AND IN OCT 11TH THE PH GOVT WILL LAUNCH ITS BUDGET DAY SPEECH WITH SPECIAL EMPHASIS ON
"THE DIGITAL ECONOMY"
BEST REGARDS
Calvin Tan Research
Please buy/sell after doing your own due diligence
Note: Calvin is neutral on GPacket & has no position in it currently
Upward and downward mobility
As well as being able to occupy more than one category at a time, Lynch wanted to remind us that companies move in and out of categories quite readily. For example, high-flying growth stocks often run out of room and become sluggards or stalwarts
teoct
Mr Tan,
Thank you for sharing and I agree with the sharing of investment ideas.
So maybe less of god please, thank you.
Have a blessed weekend nonetheless.
2019-09-29 11:06